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Running Counter to Tradition: Building Community

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Content provided by Randy Crabtree, CPA, Randy Crabtree, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Randy Crabtree, CPA, Randy Crabtree, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 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 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 on overcoming barriers in the profession, the need for accounting professionals to have confidence in themselves when approaching client interactions, and the impact innovative practices can have on the entire profession.

Get the full show notes and more resources at TheUniqueCPA.com

  continue reading

217 episodes

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Running Counter to Tradition: Building Community

The Unique CPA

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Manage episode 470763049 series 2797558
Content provided by Randy Crabtree, CPA, Randy Crabtree, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Randy Crabtree, CPA, Randy Crabtree, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 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 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 on overcoming barriers in the profession, the need for accounting professionals to have confidence in themselves when approaching client interactions, and the impact innovative practices can have on the entire profession.

Get the full show notes and more resources at TheUniqueCPA.com

  continue reading

217 episodes

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Episode 216 of The Unique CPA kicks off a three-episode CAS block, starting with Randy Crabtree’s conversation with Christine Triantos. Christine, who has over 30 years of experience as one of the trailblazers of CAS within the profession, discusses its fundamentals, differentiating it from traditional accounting services like bookkeeping and write-ups. She highlights the importance of proactive guidance and leveraging technology to enhance efficiency, and explores how her own service providers, Infinite Advisors and Infinite Ties, can smooth this process. Delving into best practices, pricing strategies, managing client expectations, and the significance of industry-specific niches, Christine emphasizes the value of effective client communication and the boon to work-life balance that maintaining a successful CAS practice can provide. Get the full show notes and more resources at TheUniqueCPA.com…
 
Randy Crabtree welcomes Terrell Turner back to The Unique CPA for his third appearance in anticipation of the upcoming Bridging the Gap Conference 2025 in Denver, Colorado, July 22nd-24th. Terrell will be interviewing several participants this year as well as giving his own talk, as he did each of the first two years, and he and Randy take this opportunity to discuss the history and unique aspects that have come out of the conference as it’s found its identity. Perhaps unsurprisingly for longtime listeners of The Unique CPA, community and relationship building are among the central themes. Randy and Terrell also preview a few sessions and speakers for the conference, including discussions on topics like vulnerability in leadership and redefining the accounting industry. Get the full show notes and more resources at TheUniqueCPA.com…
 
Randy Crabtree connects with Carlos Garcia, co-founder of the Reframe Conference with his brother, former Unique CPA guest Hector, on Episode 214. Carlos’s focus is on transforming how accounting professionals communicate with clients by promoting confidence and clear messaging. Sporting a certification in the “Exactly What to Say” methodology, which aids accountants in becoming strategic partners rather than mere compliance officers, Carlos emphasizes the importance of curiosity, empathy, and trust in interactions with both clients and your team, and delves into the impact of language on trust building. The Reframe Conference takes these important ideas into its mission to rebrand the accounting profession as innovative and forward-thinking. Get the full show notes and more resources at TheUniqueCPA.com…
 
Mike Whitmire returns to The Unique CPA to share his unique perspective on the profession on Episode 213. The co-founder and CEO of FloQast, Mike talks to Randy about the expansion and shift in responsibilities for controllers and others within accounting, going beyond traditional functions to include operational efficiency and strategic planning. Focusing on the impact of technology and AI in automating mundane tasks, Mike explains that accountants’ ability to focus on more high value work is key to this transformation. Rather than the talent pipeline issue being a major concern, Mike emphasizes that by using oft-discussed themes of the show like mental health awareness, strong workplace relationships, and putting people in positions to do work they love, everyone can get more out of their careers and see increased engagement and fulfillment, which can benefit every person and organization from top to bottom. Get the full show notes and more resources at TheUniqueCPA.com…
 
On Episode 212 of The Unique CPA, Randy Crabtree digs into an extraordinary alternative firm model with Jacob Schroeder, the founder and CEO of Ascend Consulting. In addition to balancing multiple businesses, Jacob’s entrepreneurial journey has been informed by his passion for innovation and invention in the context of the accounting profession. Jacob’s bold move to split Ascend Consulting into three separate firms to allow for separate focuses on advisory services, tax, and bookkeeping has so far been a resounding success, and he and Randy delve into the central role that collaboration, partnerships, and allowing each individual to focus on their strengths and passions have played in driving that success. Get the full show notes and more resources at TheUniqueCPA.com…
 
Randy 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 incentives to illustrate the incredible opportunities that are out there right now. Highlighting the impact of the Inflation Reduction Act on making these credits accessible to nonprofits, they discuss real-world examples Barry was a part of, including projects for the Boys and Girls Club of Dane County and a Minnesota hospital, while delving into the legislative landscape and future prospects for renewable energy incentives. Barry’s strong advice to CPAs on how to support their nonprofit clients in taking advantage of these lucrative credits is a must-listen. Get the full show notes and more resources at TheUniqueCPA.com…
 
Randy 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 formalizing sales methodologies. Focusing on efficiency in business development and highlighting the importance of having a sales leader within the firm, Chris emphasizes the need for a tailored approach to coaching salespeople and aligning business development with firm growth goals on a person-to-person level. Get the full show notes and more resources at TheUniqueCPA.com…
 
Randy 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 uninspired CPA to a passionate advocate for enhancing the accounting profession and the experiences of everyone involved. She stresses effective communication, the power of humor in public speaking, and the need to connect and make an impact. Geni’s commitment to training and mentorship—and her experiences in stand-up comedy and TED Talks—underscore her mission to make accounting a better profession. Get the full show notes and more resources at TheUniqueCPA.com…
 
Questian 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 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 intentional change in hiring and promotion practices and invite both women and men to join these important conversations through the podcast. Get the full show notes and more resources at TheUniqueCPA.com…
 
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 poor leadership on mental well-being, the significance of positive mentorship, and the need for genuine care in professional relationships, Dawn’s practical advice on practicing empathy is valuable currency when it comes to humanizing the accounting profession and the experiences of those who are in it. Get the full show notes and more resources at TheUniqueCPA.com…
 
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 leadership potential, seeing it as a path forward for the profession and aiding in its continued positive transformation as it addresses its talent attraction and retention challenges. Get the full show notes and more resources at TheUniqueCPA.com…
 
Randy 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 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 business owners, bookkeepers, and tax pros to foster better working relationships, underscoring the need to transform accounting’s landscape through enhanced cooperation and training. Get the full show notes and more resources at TheUniqueCPA.com…
 
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 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…
 
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 ways that he contributes to the accounting community. Get the full show notes and more resources at TheUniqueCPA.com…
 
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 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 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 on overcoming barriers in the profession, the need for accounting professionals to have confidence in themselves when approaching client interactions, and the impact innovative practices can have on the entire profession. Get the full show notes and more resources at TheUniqueCPA.com…
 
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