Over more than five years and 200 episodes, The Unique CPA has blossomed from “just an accounting podcast” into a community of thriving accounting professionals. With personal fulfillment and energizing, passionate work at the top of our list of priorities, we’re keeping you at the forefront of the changing face of public accounting through conversations fascinating leaders who understand that the one constant in the accounting profession is change: Change in our approach to the demands of t ...
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Give a gift to yourself each week during this podcast to go on a self journey and explore the internal beliefs that drive your patterns and habits that can show up in ways that prevent you from what you want most in your life, whether at work or at home. During this podcast, Amy Vetter, a CPA, Yogi & Technologist, and the author of Business, Balance and Bliss, will explore how we can break from these beliefs with her guests that are leaders in business, health & wellness, mindfulness, spirit ...
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All sorts of topics about accounting and small business advisory from multiple sources that Hector has been recorded in
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On The Tech Talk for Accountants Show Andrew Lassise shares helpful tips for accountants and the technology issues they face. Join Andrew and his occasional guests on our weekly episodes. For more information visit us at https://tech4accountants.net/
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Renewable Tax Credit Opportunities for Non-Profits
32:36
32:36
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32:36Randy Crabtree goes in-house with Tri-Merit’s Barry Devine, a veteran in the specialty tax incentive space, on Episode 211 of The Unique CPA. Renewable energy tax credits have come to the forefront as a way for nonprofits to fund community-strengthening projects, and Barry pulls from his extensive experience in leveraging these credits and incentiv…
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Episode 161: If You Don't Know What You Don't Know, Where Do You Learn It With Carl Seidman
56:40
56:40
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56:40What happens when a career in finance is shaped not just by business acumen—but by the legacy of a physician father, a social worker mother, and the values of resilience, emotional intelligence, and relentless curiosity? In this episode, Amy Vetter interviews Carl Seidman, Owner of Seidman Financial, to explore his unexpected journey from pre-med s…
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Harnessing Sales and Business Development
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30:49Randy Crabtree connects with business development specialist Chris Cocca on Episode 210 of The Unique CPA. The President of Strategic Sales and former actively practicing CPA, Chris now specializes in helping accounting firms grow and scale by identifying and leveraging their rainmakers, implementing effective business development processes, and fo…
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Episode 160: What Is Your Superpower With T.H. Irwin
1:02:15
1:02:15
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1:02:15Unlocking your superpower and creating genuine connections in a world often driven by isolation is an art, and T.H. Irwin, CEO of T.H. Experiences, has mastered it. In this episode, we dive deep into T.H.'s inspiring journey, exploring how her passion for community has fueled her entrepreneurial spirit and led her to craft impactful, signature Next…
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CPA, Impactful Advisor and More: Find Passion and Purpose
28:42
28:42
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28:42Randy Crabtree welcomes Geni Whitehouse, an influential figure in the accounting profession known for her diverse roles including founder of The Impactful Advisor, ITA president, and winery consultant, on Episode 209 of The Unique CPA. Geni talks about things that made a difference in her career trajectory, highlighting her transition from an unins…
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Presenting the She Counts Podcast: Empowering Women in Accounting
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42:18Questian Telka and Nancy McClelland join Randy 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 throu…
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The Power of Empathy in Leadership: Make a Difference
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37:36
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37:36Randy 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 deal…
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Navigating the Accounting Landscape: Explore Leadership
36:20
36:20
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36:20Randy 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 leade…
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Bridging the Gap in the Accounting Community
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31:32Randy Crabtree 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 b…
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STRESS, STOICISM, AND SCOPE (FROM REFRAME PODCAST)
1:10:37
1:10:37
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1:10:37SAME AS VIDEO FROM YOUTUBE: https://youtu.be/PQIhx7UT5iI Timestamps:00:00 Introduction (About the REFRAME/Podcast)00:02:32 "Stress Wisely" - Quick Summary00:35:22 Framestorming "Scopeless"00:50:23 How to implement and price a "Scopeless service"01:02:03 REFRAME news and upcoming events ADDING THE AUDIO ONLY VERSION HERE TO CROSS PROMOTE…
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From Dancing to Music and Mastery of the Profession
37:05
37:05
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37:05Randy 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. …
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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 accountin…
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Running Counter to Tradition: Building Community
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30:35Logan 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 Randy 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 ha…
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Episode 159: Lead With Optimism: Inspire Others And Set The Bar For Success With Gary Thomson
1:03:45
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1:03:45Leading with optimism is the key to navigating uncertainty and inspiring lasting success. In this episode, Amy Vetter sits down with Gary Thomson, founder of Thomson Consulting, to discuss his journey from growing up in a ministry household to leading one of the top CPA firms in the U.S. Gary shares how his background shaped his leadership style, t…
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Breaking Free from Burnout: Psychological Safety
28:51
28:51
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28:51Episode 201 of The Unique CPA kicks off a block of episodes focused on building community in the accounting profession, and to start, Randy 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 cultu…
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The Unique CPA at 200: Community, Innovation and More
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31:56
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31:56We 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 Bridging the Gap Conference, and plans for the future, while having some fun too with a bloopers segment that’s sure …
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Episode 158: Making No Decision Is A Decision: Lead By Being Decisive With Michelle Golden River
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1:06:04
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1:06:04Being decisive is a powerful force, as even indecision is itself a decision. In this episode, Amy Vetter sits down with Michelle Golden River, a CPA firm growth and profitability strategist. Michelle's story is a testament to the power of being decisive, navigating challenges, and boldly redefining value in the accounting world. She shares her jour…
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Harnessing Your Own Unique Force of Awesome
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42:04Randy 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 id…
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Advisory Focus: Your Blueprint for Success
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28:53
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28:53Randy welcomes Michael Haynes, go-to-market specialist and Director of Listen Innovate Grow, on Episode 198 of The Unique CPA. Michael explains how accounting firms can transition from transactional to advisory services, focusing on the importance of understanding client needs and conducting internal analysis to create a comprehensive go-to-market …
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On Episode 197 of The Unique CPA, Randy Crabtree welcomes Greg Adams, Senior VP and CFO at the American Management Association and author of the novel Green Shade$. Greg discusses his career journey, his passion for the profession which served as inspiration for his novel—which features an accountant protagonist—and his advocacy for improving the i…
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Redefining Success in Accounting: Looking Ahead
38:46
38:46
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38:46Episode 196 of The Unique CPA brings Liz Farr, a CPA and influential freelance writer, in conversation with Randy Crabtree. Liz discusses her diverse career path and how she transitioned from biochemistry to linguistics, then eventually to accounting, and finally writing within the profession. Taking a 30,000 foot view, they discuss the significant…
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From Fairways to a Founder: A Charitable Drive
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28:29
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28:29Randy Crabtree hosts Brian Floriani on a special Episode 195 of The Unique CPA. The founder of Bernie's Book Bank, Brian shares his moving story behind how he founded the organization in memory of his father, with the goal of addressing educational inequity through book ownership. Brian discusses the significant impact of providing books to under-r…
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Episode 157: The Power Of Taking An Interest: Why It’s All About The Other Person With Elise Powers
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52:37
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52:37Growing up with parents who emphasized the art of asking questions and truly listening, Elise Powers, Founder of Eleview Consulting, turned those lessons into a transformative career. In this conversation with host Amy Vetter, Elise shares how taking an interest in others became the cornerstone of her work. From building psychological safety to mas…
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A Fresh Start: Building the Firm of Your Dreams
31:17
31:17
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31:17On Episode 194 of The Unique CPA, Randy Crabtree chats with Kelly Rohrs, founder of her own CPA firm and co-host of the podcast From Zero to Millions: Accounting Edition. Kelly shares her journey from working in a traditional CPA firm to establishing her own practice and the strategies she employed to make it a success, such as leveraging LinkedIn …
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Selling Feelings, NOT Transactions (AI-Generated Episode)
27:23
27:23
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27:23Extracted Audio from a recent workshop: https://youtu.be/fiLUYApuFY4?si=50cbdmPQm2spt7nz And used Google's NotebookLM to generate a podcast This is the SNL skit I mentioned: https://youtu.be/WKLHsJyhTYs
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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 servic…
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Episode 156: You Can Do Anything You Put Your Mind To With Randy Crabtree
1:06:37
1:06:37
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1:06:37Cultivate a growth mindset and achieve your full potential! Join Amy Vetter in this insightful episode as she welcomes CPA and entrepreneur Randy Crabtree. The Co-Founder and Partner of Tri-Merit Specialty Tax Professionals talks about his love for math and how it eventually led him to the world of tax accounting. Be inspired by his entrepreneurial…
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Navigating Nonprofits and Fiscal Sponsorship
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48:53
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48:53Randy 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 …
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Crashing Through Accounting's Upper Limit Problem
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29:35
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29:35Loren 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 int…
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Episode 155: Work-Life Harmony Live Coaching Session With Andara Michael And Morgan Breland
34:02
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34:02Are you ready to create more work-life harmony and reduce overwhelm in your daily routine? Join Amy Vetter and B3 Method team members Andara Michael and Morgan Breland for a live coaching session packed with practical strategies and real-life examples. Using the free B3 Method workbook (download yours at www.businessbalancebliss.com), they guide yo…
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Hidden Value: The Gem of Property Tax Strategy
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29:22
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29:22Join 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 particu…
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Succession Success: Navigating Business Transition
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33:41On 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…
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Episode 154: Take The First Step: There Is No Time Like The Present With Alreen Haeggquist
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50:12
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50:12Interview with Alreen Haeggquist, founder of Haeggquist & Eck, LLP in San Diego. We discussed her journey of childhood abuse and how taking the first step toward healing transformed her life, benefiting her family and future clients. Alreen opens up vulnerably about the difficulties she faced in being open to therapy initially and shares the courag…
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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 …
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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 bo…
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Episode 153: Be Intentional - Build Something That Doesn't Only Rely On You With Darren Root
51:05
51:05
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51:05If you can be intentional about your career choices, you can unlock extraordinary moments of transformation. In this episode, Amy Vetter sits down with Darren Root, Growth Strategist at Rightworks, to explore his journey from working at his father’s firm to building his successful practice. Darren shares how making intentional decisions guided him …
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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 stayin…
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In this episode, we dive into building influence and trust in client relationships with insights from Exactly What to Say author Phil Jones and CPAs Hector and Carlos Garcia. They discuss how accountants can reframe “selling” as “serving,” communicate value beyond price, and move from technical experts to trusted advisors. Learn practical strategie…
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Harnessing the Future: Technology's Role in Advisory
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32:14On 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 Harne…
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From Overwhelm to Empowerment: A Burnout Breakthrough
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31:06
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31:06Randy 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, prioritiz…
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Passion and Innovation: Transform the Profession
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24:45Randy Crabtree engages in an enlightening discussion with Hitendra Patil, seven-time Accounting Today Top 100 Most Influential Person, on Episode 183 of The Unique CPA. The President of Global F&A Services for Datamatics Business Solutions, Hitendra is an author and speaker who, like Randy, seeks to improve accounting as a whole. Highlighting the t…
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Celebrating Five Years: An Interview with Randy Crabtree
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42:54We go back in time on this special five-year anniversary Episode 182 of The Unique CPA, as original guest Tim Jipping, founder of Journey Advisors & CPAs, returns to interview Randy Crabtree on the podcast’s milestone show. Discussing the podcast's inception, evolution, and its impact on the accounting profession, Randy reflects on things that have…
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Episode 152: Strategic Versus Tactical: Strategy Is More Than The Technical Expertise And Vision You Have With Jonathan Gardner
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57:16In this episode, we interview Jonathan Gardner as he shares his journey from a small-town upbringing to becoming an "international dealmaker." Jonathan dives deep into his personal story, detailing the challenges and successes he faced while pursuing his goals. We explore the key distinctions between strategic versus tactical approaches in his care…
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Rebuilding from Burnout: The Journey to a Balanced Business
37:11
37:11
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37:11Randy Crabtree talks to Tori McKee, the owner of Best Practice Bookkeeping and Payroll, on Episode 181 of The Unique CPA, and they focus on burnout. Tori shares her journey of professional transformation, having decided to “burn down and rebuild” her business. Having struggled through 70-80 hour weeks for years, Tori moved away from the traditional…
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From Finance to Cloud Accounting: Expanded Horizons
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41:23On Episode 180 of The Unique CPA, Chris Williams, the CEO of System Six, joins Randy for a conversation about the direction modern accounting is headed. System Six is a cloud-based finance and accounting firm Chris acquired, and he shares his journey, from his background in investment banking and private equity. With a focus on strong company cultu…
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Join us as we take a look back at six top rated episodes and guests to celebrate International Podcast Day on Episode 179 of The Unique CPA. Featuring Josh Lance, Allan Koltin, Tim Petrey, John Garrett, Eric Green, and Al-Nesha Jones, Randy reminisces about each guest and the impact they’ve had on the Unique CPA Community and the profession as a wh…
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Confront Your Firm’s Challenges… Globally
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29:07Randy Crabtree is joined by Andrew Leck, CEO of MSI Global Alliance, on Episode 178 of The Unique CPA. An international association of lawyers and accountants, MSI brings professionals together, and Andrew discusses the thriving and collaborative community MSI has created, with a special emphasis on its benefits to mental and physical well-being. I…
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Episode 151: When You Follow Your Purpose, The Hustle Is Worth It With Alan Stein Jr.
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48:30In this episode, we discuss how Alan Stein Jr.'s parents were an influence on his future career by their example of following their purpose and helping him understand the value of earning money. Alan shares his journey of combining his love for basketball, performance training, and educating others, which has allowed him to enjoy his work every day…
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Harnessing Social Media: Firm Building Success
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30:20On Episode 177 of The Unique CPA, Randy Crabtree interviews Logan Graf, Chief Tax Officer and Founder of The Graf Tax Co. Logan took an unusual path to starting his own firm, with him jumping into the fully remote model in the middle of Covid, and he’s continued on that unconventional trajectory by hiring his first employee through social media. So…
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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 …
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