Accounting Success in 2025 and Beyond
The Unique CPA
Happy new year to The Unique CPA community! David Hartley joins Randy on Episode 193 to kick off 2025 with a chat about a timely topic: The profession’s future and looking forward to the key things that will drive change within accounting. The Partner in Charge of Advisory at Anders CPAs and Advisors, David hits on the shift towards advisory services, emphasizing innovation and the future readiness of firms. Outlining Anders' proactive approach to strategic planning, compensation transparency, and technology integration, Dave also highlights the mental health and work-life balance...
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Navigating Nonprofits and Fiscal Sponsorship
The Unique CPA
Randy Crabtree welcomes Megan Tarnow on Episode 192 of The Unique CPA to discuss Megan’s unique niche: the intersection of nonprofits and QuickBooks. A speaker, trainer, and Top 100 Pro Advisor, Megan has lent a hand to numerous nonprofits over the years and even developed a Facebook group for nonprofit finance that boasts over 11,000 members. She explains the concept of fiscal sponsorship and its benefits, discussing tools like Ribbon which help streamline nonprofit administration, and she and Randy go over hypothetical and real-life examples of nonprofit operations and sponsorship,...
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Crashing Through Accounting's Upper Limit Problem
The Unique CPA
Loren Fogelman joins Randy Crabtree on Episode 191 of The Unique CPA to reveal her keys to enhance accounting firm owners’ earning potential while reducing their hours. Having transitioned from sports psychology to business coaching, Loren emphasizes the similarities between athletes and growth-minded firm owners, translating these similarities into concepts like value-based pricing and the importance of moving away from hourly billing to enhance earning potential without increasing hours worked. Loren shares actionable strategies including her Raise Your Rates formula and Good, Better, Best...
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Hidden Value: The Gem of Property Tax Strategy
The Unique CPA
Join Randy in his conversation with Josh Malancuk, a state property tax specialist, on Episode 190 of The Unique CPA. Josh discusses his role and the complexities of property tax reductions for businesses. He highlights how most businesses overpay on taxes due to a lack of expertise in reviewing tax assessments and compliance, especially in particular states where the rules differ significantly from most others. Josh explains the importance of bringing in specialists to find savings and ensure accurate assessments, with 20% savings across the board not an uncommon result when collaborating in...
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Succession Success: Navigating Business Transition
The Unique CPA
On episode 189 of The Unique CPA, Randy is joined by Anthony Venette of DeJoy to discuss the intricacies of succession, gift, and estate planning. Anthony shares insights from his career journey, emphasizing the importance of strategic planning for business continuity and ownership transfer, and he delves into succession planning's critical aspects, such as defining goals, internal vs. external transitions, and the impact of current legal landscape changes. Anthony outlines practical approaches for CPAs and offers examples of successful engagements, highlighting how important it is for just...
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Buy Back Your Time: Automate Your Firm
The Unique CPA
On Episode 188 of The Unique CPA, Randy Crabtree connects with Isaac Perdomo, co-founder of Opzer, with a focus on automation in the profession. Isaac explains how Opzer helps accounting firms streamline their operations through process mapping, optimization, and custom workflow automation. Randy points out that oftentimes, those who would benefit most from automation don’t understand just how much time it can save, so they are reluctant to “take the plunge.” But from improving efficiency, enhancing client and team experiences, and gaining better insights, Isaac offers examples of...
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Streamlining Your Tax Season
The Unique CPA
Randy welcomes Dan Berenholtz, co-founder and CEO of StanfordTax, to Episode 187 of The Unique CPA. Dan discusses how his company is revolutionizing the tax season process for accountants and clients alike. Detailing his passion for tech entrepreneurship, Dan explores StanfordTax's innovative approach to automating tax data collection, enhancing both client experience and accountant efficiency. He also highlights the integration of AI and future developments in tax technology that aim to make the profession more profitable and less time-consuming. Get the full show notes and more resources at ...
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The Coming Metamorphosis in Accounting
The Unique CPA
Randy Crabtree talks to Lisa Simpson, Vice President of Firm Services at AICPA, on Episode 186 of The Unique CPA. Lisa stresses that essential transformations are needed to ensure a prosperous future for the profession. Fostering a healthy community of accounting professionals and critical shifts in the traditional business model are keys to staying relevant, as are leveraging technology and diversity to drive growth. As talent retention, compensation, and the importance of flexibility remain on the forefront of people’s minds, Lisa encourages firm leaders to engage with these topics because...
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Harnessing the Future: Technology's Role in Advisory
The Unique CPA
On Episode 185 of The Unique CPA, Randy digs into advisory platforms with David Snider, CEO and founder of Harness Wealth. Harness is one such platform making waves in the profession, and David, in discussing his journey from the real estate tech industry to tax and wealth management, explains how these worlds linked together for him to found Harness. Sharing his understanding of how technology can improve the efficiency and effectiveness of tax advisors, helping them to better serve their clients, David spotlights various industry challenges, the importance of specialization, and the need for...
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From Overwhelm to Empowerment: A Burnout Breakthrough
The Unique CPA
Randy Crabtree returns to a very personally important topic to him, burnout, on Episode 184 of The Unique CPA. He sits down with specialist Anna Lovell-Nesmith to discuss the pervasiveness of burnout among accounting professionals. Anna shares her insights on recognizing and managing burnout, emphasizing the importance of time management, prioritization, and personalized strategies, which she provides through her work as a burnout specialist. Randy stresses the importance of creating awareness, and they agree it’s vital to seek help when you need it and find joy both inside and outside of...
info_outlineJoin 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 death care services industry niche—an invaluable episode for accounting professionals looking to elevate their practice.
Get the full show notes and more resources at TheUniqueCPA.com