The Unique CPA

Lauren Bahr, VP of Finance at Occupier and podcast host, joins Randy to "bring the fun to finance" on Episode 176 of The Unique CPA . Lauren pursued her passion for startups, a sector she was exposed to during her time at PwC, ultimately leaving public accounting and further turning her energy towards educating others through her podcasts. Touching on the importance of creating a positive corporat...

On Episode 175 of The Unique CPA , Randy Crabtree connects with John J. Fenton who discusses his transformative journey from college athletics to public accounting to leadership coaching. John served as managing partner at BDO USA, and his experience of the profession drives his insights on leadership, employee engagement, trust, and progressing beyond the billable hour. John has drawn upon his ti...

It's once again time to dive into the ERC and update the profession on its current status! Nick Pantaleo joins Randy Crabtree for a special live streamed Episode 174 of The Unique CPA where they delve into the Employee Retention Credit's journey. The two experts review the current state of play, with everything from legal updates, to IRS interpretations and processes, including their new risk asse...

Randy Crabtree is joined by Rafael Casas, Director of Strategic Alliances and Partnerships at QuickFee, on Episode 173 of The Unique CPA. Rafael opens by explaining QuickFee's mission to aid accounting and legal firms in accelerating AR while leading the way in the profession on thought leadership around mental health, AI and automation, technology, and more. Through these initiatives, Rafael hope...

Episode 172 of The Unique CPA brings Jody Padar, The Radical CPA, into conversation with Randy Crabtree . They discuss the evolution of accounting technology, from the early days of cloud computing to the current advancements in artificial intelligence, all of which Jody has been at the forefront of. She shares her journey as an early adopter even back in the pre-internet days, her influential rol...

Randy welcomes back Roman Villard from Full Send Finance for Episode 171 almost a year after the recording date of Roman's first appearance on  The Unique CPA . They discuss the progress and growth Full Send has seen in nearly a year, including updates on new service lines, team expansion, and a re-focus of how to track what progress actually means for the firm and its clients. Roman stresses that...

Roman Villard joins Randy Crabtree for Episode 170 of The Unique CPA to discuss his social media marketing approach and his founding of Full Send Finance. In a conversation recorded nearly a year ago, Roman discusses establishing his niche: Seed to Series B, primarily tech, startups. The key for Roman is his passion for working with early-stage companies, drawing from his family's entrepreneurial...

On Episode 169 of The Unique CPA , Randy Crabtree connects with Katie Thomas, founder of Leaders Online, a marketing firm focused on business-to-accountants (B2A) services. They discuss Katie's journey from her entrepreneurial childhood to her professional experience in a Big Four accounting firm and her eventual venture into establishing Leaders Online to help accountants market their firms. Expl...

For our third and final bonus episode of The Unique CPA, Rob Brown from The Accounting Influencers talks to Kasidy Kersey and Robb Zbierski about their upcoming appearances at Bridging the Gap 2024. Kasidy, the founder of Marina Bay Yoga, will be the Wellness Coordinator for this year's Wellness Room, reprising her role from the 2023 edition. Bringing her own personal experience with burnout, her...

Join Randy Crabtree on Episode 167 of The Unique CPA as he talks with Jake Kessenich, former COO and Partner at Encurio, about their recent rebranding journey, developing niche markets, and unique pricing strategies. Jake shares his insights into their industry transition, client relationships, and the importance of aligning personal values with business goals, which led to Encurio entering the de...

On this second bonus episode of The Unique CPA, host Rob Brown from the Accounting Influencers Podcasts returns to preview the Bridging the Gap Conference 2024, scheduled for July 22-24 in Rosemont, Illinois. This time, he is joined by speakers Nancy McClelland, Kristen Keats, Seth Feinberg, and Dawn Brolin as they discuss their roles and sessions at the event. Highlighting the conference's unique...

On Episode 165 of The Unique CPA , Randy Crabtree talks Bridging the Gap 2024, highlighting the vital support of Diamond Sponsor FreshBooks with guest Laura Crean. Laura serves as Partner Program and Education Manager at FreshBooks, and  she dives into her journey from Ireland to Canada as well as her role in FreshBooks' exciting new ventures, particularly FreshBooks' recent transition to a full g...

On this special bonus episode of The Unique CPA , host Rob Brown from The Accounting Influencers Podcasts interviews prominent speakers of the upcoming Bridging the Gap Conference 2024, set to take place from July 22-24 in Rosemont, Illinois. Featured guests include Chad Davis, Roman Villard, Al-Nesha Jones, and Hitendra Patil, who share their backgrounds, insights about the accounting profession,...

Dan Luthi, Partner at Ignite Spot Outsourced Accounting joins Randy for Episode 163 of The Unique CPA . They discuss the importance of corporate culture in maintaining a positive work environment, through highlighting Dan's journey at Ignite Spot, his approach to leadership, and how a supportive culture can attract and retain top talent. Dan explores unique strategies for developing a cohesive vir...

Randy Crabtree welcomes Francesca Reicheter, founder and president of Inspiring My Generation, to Episode 162 of The Unique CPA . Francesca shares her personal journey with mental health challenges from a young age, including her experiences with anxiety, depression, and bipolar disorder, and the importance of mental health awareness, strategies to manage mental well-being. Her nonprofit organizat...

The Unique CPA returns for Episode 161 with host Randy Crabtree welcoming Dave Olsen, founder and CEO of Nimbl and Nimbl Staffing. Dave delves deep into the essential elements of leadership, culture, and growth that have fueled Nimbl's success, including his transition from a Big Four auditor to a trailblazing business leader, building a thriving remote team across the U.S., Canada, and the Philip...

Bridging the Gap Conference 2024 is July 22–24, 2024, is Rosemont, Illinois, and on Episode 160 of The Unique CPA , Randy interviews Andrew Lassise, founder of Tech4Accountants, now a part of Rightworks, a platinum sponsor of the conference. Andrew and Rightworks specialize in cybersecurity and compliance in accounting. With their expertise, they help firms establish WISPs, Written Information Sec...

Host Randy Crabtree welcomes Dawn Goldberg to Episode 159 of The Unique CPA . The author of The Smarter Accountant , Dawn shares her journey in public accounting, working for major firms like Deloitte Touche and Ernst & Young, and explains how understanding our own cognitive processes can lead to a less stressful, more productive tax season—and year-round experience as an accountant. Dawn addresse...

On Episode 138 of The Unique CPA , join host Randy Crabtree as he chats with Timothy Wingate Jr., founder of G+F Business and Financial Consulting, about his journey from wanting to be the next Doogie Howser to creating a niche accounting practice focused on the construction industry. Timothy's father worked in construction, so his experience runs deep and across generations, so his insights on ni...

Geraldine Carter rejoins Randy for a second appearance on The Unique CPA for episode 157. Geraldine recently published her book, Down to 40 Hours , as a more accessible guide to many of the principles she stresses in her coaching: Achieving efficiency and work-life balance through understanding client value, strategic pricing, niching, and more. She discusses navigating business strategies, balanc...

Randy Crabtree welcomes Lauren Baptiste to Episode 156 of The Unique CPA . A kindred spirit on the topic of mental health for professionals, Lauren shares her profound journey from CPA burnout to work-life balance. Her actionable insights into recognizing burnout, lifestyle changes, and redefining productivity in the accounting profession could very well make a difference to any listener who is lo...

On Episode 155 of The Unique CPA, Randy Crabtree talks to SALT expert Jordan Goodman about various state and local tax issues including market-based sourcing, the impact of the pandemic on remote workforces, the ongoing implications of the Wayfair decision, and nuances of passthrough entity tax laws. Always an enthusiast, Jordan takes the complexities of tax law and offers fun and engaging insight...

On Episode 154 of The Unique CPA , Randy Crabtree engages in a far reaching discussion with Alan Whitman, former CEO at Baker Tilly, who now serves as an advisor and coach to professionals. They delve into the necessary evolution of the accounting profession, exploring themes of innovation, breaking traditional molds, and fostering a sustainable and attractive future for CPAs. Whitman shares his r...

Byron Patrick of the B³ Method Institute joins Randy for Episode 153 of The Unique CPA, and they delve into Byron's transition from an "okay accountant" to a technology expert. Byron is passionate about well-being and its interplay with the profession, and he and Randy discuss the key that technology can improve efficiency, which eliminates the stresses and time sinks of the job, which leads to be...

Randy Crabtree sits down with Chris Farmand of Small Batch Standard on Episode 152 of The Unique CPA. They delve into the complexities and financial management gaps in the brewing industry, and how that relates to niching principles generally: the importance of deep relationships, industry concentration, and adapting to market changes. Lead generation, value pricing, and client transitions feature...