The Unique CPA
Questian Telka and Nancy McClelland join on Episode 208 of The Unique CPA to discuss their new podcast, She Counts, aimed at addressing the unique experiences of women in the accounting profession. The podcast will focus on authentic conversations with subject matter experts and leaders in the profession, with discussions about breaking through isolation, challenging industry norms, both providing and receiving support and practical advice, #MeToo, mentorship, vulnerability, the importance of DEI, and more. Launching She Counts in mid-May, Questian and Nancy understand the need for...
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Randy hosts a very special Episode 207 of The Unique CPA, with now three-time guest Dawn Brolin. Dawn, the “Designated Motivator,” discusses her latest book, The Elevation of Empathy: Leading for the W.I.N., and she delves into how empathy transforms leadership, organizational culture, and mental health. Dawn’s impactful personal stories about dealing with leaders who lack empathy highlights the importance of vulnerability, transparency, and intentionality if you want to be the kind of leader that people look up to and remember for the right reasons. Emphasizing the detrimental impact of...
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Randy Crabtree is joined by Annette Wehrli of Effectivity Consulting on Episode 206 of The Unique CPA to talk about aligning business strategy with people strategy. They discuss the significant challenge many accounting firms face: transitioning professionals from technical experts to effective leaders, the importance of identifying the right leadership types and styles, and the need for a balance of technical, visionary, thought, and people leadership within firms. Annette highlights storytelling, culture, and customized leadership training programs as ways to enhance individuals’ innate...
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concludes his conversation on community with Nancy McClelland, The Dancing Accountant, on Episode 205 of The Unique CPA. They focus particularly on the vital role bookkeepers play in the accounting world, and the importance of collaboration between them and tax professionals. This, along with creating effective systems, are keys to building a culture of shared resources, proper communication, and continuous learning—essentially, forming stronger bonds within the community will lead to better results for service provider and client alike. Nancy highlights practical steps to educate small...
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Randy Crabtree kicks off a two part conversation with Nancy McClelland, the Dancing Accountant, on Episode 204 of The Unique CPA. Their discussion will conclude the series on the impact of community in the accounting profession, where they delve into Nancy's journey from bookkeeping to becoming a CPA and the evolution of her business and identity. Nancy shares her insights on how pivotal relationships are to everything she does as owner of a “hyperlocal” firm, and the inspiration behind her initiative, “Ask a CPA,” which aims to foster collaboration between bookkeepers and tax...
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Randy continues his focus on community in accounting with Yuri Kapilovich on Episode 203 of The Unique CPA. Also known as #TheFunCPA, Yuri shares his mission to redefine accounting, making it more dynamic and engaging through his social media content, networking events, and YouTube series. Discussing his journey of building a full-service accounting firm with a focus on work-life balance, Yuri explains how he maintains a limited work schedule while providing high-value services to his clients. Yuri’s continuing efforts to create unique and enjoyable networking events are just one of the many...
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Logan Graf returns to The Unique CPA to continue the show’s focus on community in the accounting profession on Episode 202. The owner of Graf Tax and founder of Counter, Logan talks to about the community he’s built with Counter, which was inspired by his YouTube channel and the transparency he had around sharing his financials there. This had prompted a lot of questions for many people around the profession, especially those with an entrepreneurial bent, and Logan’s response was to create a welcoming, supportive group for new and aspiring firm owners. Logan shares some of his insights...
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Episode 201 of The Unique CPA kicks off a block of episodes focused on building community in the accounting profession, and to start, talks with Ashley Carroll, founder of Operations House, about addressing burnout while driving firm profitability. Ashley details her mission to help accounting firms rethink their business structures and cultures and think of their employees more as human beings. Ashley recently introduced a “professional pep talk” initiative that provides support and encouragement to accounting professionals, and she discusses her own journey from accounting to...
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We have reached yet another mile episode of The Unique CPA, number 200, and Randy Crabtree joins producer Justin Grant to celebrate the show’s journey. They reflect on the supportive community that has sprung up around the show, the , and plans for the future, while having some fun too with a bloopers segment that’s sure to make you laugh along with them. Randy also shares his thoughts on new directions for the podcast, such as becoming a go-to source for specialty tax news and analysis, and the rise of private equity in the accounting profession, before closing things out looking forward...
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Randy Crabtree is joined by Dave Lane, founder of Grove & Grain Leadership, on Episode 199 of The Unique CPA. As a business executive, leader coach, keynote speaker, and fractional COO, Dave discusses his journey and philosophy around the concept of being a “force of awesome.” He elaborates on the importance of self-awareness, vulnerability, and identifying your true self for both personal fulfillment and professional success. Sharing methodologies and tools he uses, such as the “Listen, Reflect, and Ask” model, Dave seeks to help individuals and teams overcome challenges, improve...
info_outlineRandy Crabtree kicks off a two part conversation with Nancy McClelland, the Dancing Accountant, on Episode 204 of The Unique CPA. Their discussion will conclude the series on the impact of community in the accounting profession, where they delve into Nancy's journey from bookkeeping to becoming a CPA and the evolution of her business and identity. Nancy shares her insights on how pivotal relationships are to everything she does as owner of a “hyperlocal” firm, and the inspiration behind her initiative, “Ask a CPA,” which aims to foster collaboration between bookkeepers and tax professionals. The discussion highlights how better connections within the profession can lead to a more efficient and more mentally healthy work environment, which increases productivity and satisfaction, ultimately benefiting everyone involved.
Get the full show notes and more resources at TheUniqueCPA.com