Podcasts about unique cpa

Additional support is also provided by Magnetic. AI prepared 1040s with remarkable accuracy and form coverage, so your team gets complete returns ready for final review. Check it out at MagneticTax.com.  Scott Showalter has spent more than 50 years in accounting, with 33 of them at KPMG, the last 22 of which were as a partner. Since 2008 he's been bringing that experience into the classroom at NC State's Master of Accounting Program. That unusual vantage point gives him a clear-eyed read on the talent pipeline debate: On Episode 274 of The Unique CPA, he pushes back on some of the doom-and-gloom narrative, pointing to graduate school applications up 72% nationally last year, and credits much of NC State's own steady enrollment to actively recruiting career-changers, including a Broadway makeup artist and a PhD violinist who found their way to accounting in search of stability. Host Terrell Turner also covers with Scott what firms get wrong when they recruit on campus and the limits of internships as a proxy for real work. They also look at why AI in accounting education is less about replacing fundamentals than about rethinking how those fundamentals get taught, and who's ultimately responsible when the technology gets it wrong. Get the full show notes and more resources at TheUniqueCPA.com

Randy is put in the unusual position of being a guest on his own show at Bridging the Gap 2025, as Terrell Turner sits down with him just hours after a keynote that left much of the room in tears. On Episode 273 of The Unique CPA, our final entry in this special BTG series, Randy talks about his speech, which was years in the making and drew on pivotal moments from Randy's early career, including a firm where he was nothing more to them than a billable hour and the contrasting leadership that shaped everything that came after. There's also a lot of focus on BTG itself and what it's grown into. At the heart of it all is Randy's conviction that accounting can be the greatest profession there is, and that changing the culture, not just the workflows, is how we get there. Get the full show notes and more resources at TheUniqueCPA.com

Terrell Turner sits down with Lisa Simpson of the AICPA, who leads the organization's Transforming Your Business Model initiative, live from Bridging the Gap 2025 on Episode 272 of The Unique CPA. Lisa makes a compelling case that the old model, with its long, billable hours where firms carry too many of the wrong clients, is not only unsustainable, but actively unnecessary. Firms that have right-sized their client base are almost universally earning more the following year, not less, because they can finally deliver the kind of advisory value clients will actually pay for. She traces how the pandemic's visible toll on practitioners sparked a broader reckoning inside the AICPA, and how that translated into concrete tools, peer stories, and low-cost resources now available to firms of every size. Lisa also touches on the cultural inertia that slows change down, and why technology is making that resistance increasingly hard to justify. Get the full show notes and more resources at TheUniqueCPA.com

Recorded live at Bridging the Gap 2025 in Denver, Randy Crabtree sits down with founder of LiveCA, tech commentator, and full-time glamper Chad Davis for a wide-ranging conversation that captures exactly what makes BTG different from every other conference on the calendar. On Episode 271 of The Unique CPA, Chad talks about why he rerouted his entire week just to be there, and the two get into the real tension Randy is wrestling with: how do you grow something without killing the thing that made it worth growing in the first place? Shifting to Chad's upcoming session on what accountants should actually care about in tech right now, they discuss the mental health dimension of overwhelm that rarely gets named, and why having an operating framework like EOS changes what you actually do with the ideas you pick up at a conference. A candid and camp-themed conversation. Get the full show notes and more resources at TheUniqueCPA.com

Recorded live at Bridging the Gap 2025, Terrell sits down with Questian Telka, co-host of the She Counts Podcast and a late-diagnosed ADHDer, for a conversation that goes well beyond the typical conference interview. On Episode 270 of The Unique CPA, Questian talks candidly about what it meant to finally receive her diagnosis as an adult, the moment she describes as "my whole life makes sense to me now," and how understanding her own brain became less about labeling herself and more about having a user manual. She moderated a panel at BTG where three highly successful CPAs reframed ADHD not as something they succeeded in spite of, but often because of, like a "superpower." It's a perfect example of what Bridging the Gap does differently from other accounting conferences, and why the profession needs these conversations happening at all times, not just once a year in a hotel ballroom. Get the full show notes and more resources at TheUniqueCPA.com

Continuing the conversation at Bridging the Gap 2025 in Denver, Randy Crabtree sits down with Krystal Joiner from the conference's marketing team on Episode 269 of The Unique CPA for an honest look at what goes into making BTG what it is. Krystal talks through the months of behind-the-scenes planning that attendees never see, and why the relaxed, connected energy on the conference floor doesn't happen by accident. The tone, she explains, gets set long before anyone lands in Denver, through social media, sponsor relationships, and every touchpoint along the way. There's also a candid moment about what it feels like to finally arrive at an event you've spent half a year building. With BTG Charlotte on the horizon, Krystal is confident the best is still to come: "We just get better." Get the full show notes and more resources at TheUniqueCPA.com

Recorded live at Bridging the Gap 2025 in Denver, Terrell Turner sits down with wealth advisor and speaker Rory Henry on Episode 268 of The Unique CPA to talk about what he calls "return on relationship." "ROR" is the idea that when you genuinely invest in understanding the people you serve, the ROI takes care of itself. Rory makes a compelling case that the real work of financial professionals isn't in the numbers at all, but in the questions: What are your best hopes? What does your ideal life actually look like? Drawing on behavioral finance and values-based planning, he argues that money is rarely the point, but rather, meaning and wellbeing are. The conversation also takes in the energy of BTG 2025 itself, the growing wave of new talent in the profession, and why Rory is convinced that in-person connection remains one of the most underrated growth strategies available to any practice. Get the full show notes and more resources at TheUniqueCPA.com

Support for this episode comes from BILL. Simplify your workflows and accelerate your growth with BILL's Accountant Console. Take a demo today at BILL.com/uniquecpa for a $250 gift card – terms apply.  Repeat guest Roman Villard built Full Send, his Boulder-based accounting firm, on a deliberately contrarian premise: hire leadership first, reject the CAS label, and train your team to think like the business owners they serve. Four years and 18 team members later, split between Colorado and Argentina, the results suggest he was onto something. He covers a lot of ground with Terrell Turner on Episode 267 of The Unique CPA: the weekly Friday training rhythm Roman runs entirely from team-submitted topics, why "build relationships and solve problems" is a more honest job description than any service-line acronym, and how managing across cultures has forced a more intentional approach to feedback than most firm owners ever develop. They also get into the genuine complexity of AI adoption right now: Roman is candid that even firms on the forefront are still figuring out how all the moving pieces fit together. (And then there are the 34 miles and 8,000 feet of vertical he's about to run!) Get the full show notes and more resources at TheUniqueCPA.com

Recorded live at Bridging the Gap 2025, Terrell Turner sits down with Chayton Farlee, a Gen Z accountant whose first-ever conference was Bridging the Gap itself, on Episode 266 of The Unique CPA. What started as a LinkedIn ad turned into a career-defining experience, and Chayton has been vocal about BTG ever since. He makes a pointed case to Terrell for why accounting firm owners should stop sleeping on Gen Z talent, not just for their comfort with AI and automation, but for the energy and outside-in perspective they bring to firms that have been doing things the same way for decades. Chayton moderated a "Gen Z Effect" panel at BTG 2025, where he gave firm owners a frank look at what it's actually like to be a young person entering the profession right now, and why the opportunity to tap into that talent pool is bigger than most realize. Get the full show notes and more resources at TheUniqueCPA.com

Support for this episode comes from BILL. Simplify your workflows and accelerate your growth with BILL's Accountant Console. Take a demo today at BILL.com/uniquecpa for a $250 gift card – terms apply.  In 2008, John Sensiba became managing partner of what is now Sensiba, and promptly watched revenue fall from $18 million to $13 million. On Episode 265 of The Unique CPA, live from Bridging the Gap 2025, he tells Randy that it turned out to be the best thing that could have happened. His and his team's deliberate, sometimes painful commitment to values eventually transformed a regional firm into a near-$100 million practice. John also talks candidly about the moment in March 2020 when old fears resurfaced, why he eventually gave up his tax practice entirely to focus on leading, and what a six-years-out succession announcement actually does for an organization. He also makes a sharp case against time sheets, not as a billing philosophy argument, but as a values one. Get the full show notes and more resources at TheUniqueCPA.com

Accountants aren't supposed to embrace failure. It runs counter to everything the profession is built on. But K.C. Eames, who leads operations at Dark Horse, has spent time thinking carefully about why that instinct holds firms back, and what it actually takes to build a culture where people feel safe to experiment. Recorded live at Bridging the Gap 2025, her conversation with Terrell Turner on Episode 264 of The Unique CPA covers her main stage talk on making it safe for accountants to fail, how Dark Horse uses open communication to surface and celebrate new ideas, and what it felt like to retool her presentation at the last minute to lead with personal stories rather than a framework. She also reflects on the kind of tight-knit, genuinely collaborative community that keeps drawing her back to Bridging the Gap year after year. Get the full show notes and more resources at TheUniqueCPA.com

Support for this episode comes from BILL. Simplify your workflows and accelerate your growth with BILL's Accountant Console. Take a demo today at BILL.com/uniquecpa for a $250 gift card – terms apply. Recorded live at Bridging the Gap 2025 in Denver, Randy Crabtree sits down with Nancy McClelland—CPA, community builder, and self-described member of the BTG "hive mind"—to talk about what keeps drawing her back to the conference year after year on Episode 263 of The Unique CPA. Nancy is candid about the real challenges of running a sustainable firm and how BTG gave her not just ideas, but permission to act on them. She also talks through the two sessions she ran at BTG 2025: one on effective collaboration between bookkeepers and tax pros, drawing directly on what she hears inside Ask A CPA, and another on reasonable S corp compensation that managed to make a technical audit topic feel like an advisory opportunity. It's no surprise, but Nancy brings the same openness and practicality to this conversation that she brings to everything else she contributes to the profession. Get the full show notes and more resources at TheUniqueCPA.com

Support for this episode comes from BILL. Simplify your workflows and accelerate your growth with BILL's Accountant Console. Take a demo today at BILL.com/UniqueCPA for a $250 gift card – terms apply.  Recorded on April 15th, a day Randy describes as one he's never been fond of, and now has even more reason to dread, is this conversation with Rozeta Atlas on Episode 262 of The Unique CPA. The Director of Product Enablement and Adoption at HubSync, Rozeta cuts right to the heart of why busy season feels so broken, explaining that the problem isn't just the volume of work, but also that progress is invisible to clients. They assume nothing is happening, and since accountants are buried under their own huge pile of returns, the communication gap between the two is like an ouroboros of failings. Rozeta draws on her background moving from tax technical work into firm operations to make the case that technology alone isn't the fix, because process has to come first. She's also clear that the window to fix things for next year is already open: Extended returns due in September and October mean there's still time to standardize, identify the gaps, and layer in the right tools before the next wave hits. Get the full show notes and more resources at TheUniqueCPA.com

Support for this episode comes from BILL. Get clear insight into payment status and cashflow with BILL's Accountant Console. BILL uses AI to simplify your tech stack so you can increase productivity and spend more time delivering truly personalized client service. Take a demo at BILL.com/UniqueCPA and you'll get a $250 gift card. Terms apply. Six and a half years in, Randy Crabtree and new co-host Terrell Turner take a rare look backward, revisiting the very first episodes of The Unique CPA to see how well the show's early conversations about technology, advisory work, and burnout have aged. Turns out, surprisingly well! David Bergstein's cruise-ship-vs-jet-boat analogy for firm agility still rings true, and Tim Jipping's casual mention of AI from 2019 lands differently in 2026. The conversation moves naturally from the compliance-to-advisory tension that still defines the industry to something more personal: the importance of knowing the whole person behind the accountant. It's part retrospective, part honest reckoning with how much, and yet how little, accounting has changed, and a preview of where Randy and Terrell plan to take the show from here. Get the full show notes and more resources at TheUniqueCPA.com

Support for this episode comes from BILL. Simplify your workflows and accelerate your growth with BILL's accountant console. Take a demo today at BILL.com/UniqueCPA for a $250 gift card – terms apply.  In part two of their conversation on Episode 259 of The Unique CPA, Randy and Cosmin Nicolaescu, co-founder of Accrual, get into the harder questions: What happens to pricing when a hundred-hour return takes ten? What do junior accountants actually need to learn if AI handles the data entry? Which firms are quietly positioning themselves to win the next decade, while others stall on change management? Cosmin makes a pragmatic case that early adopters will capture a real arbitrage window before the market reprices, and that the firms who use that window to build advisory capacity rather than just cut costs are the ones who come out ahead. The conversation covers review workflows, glass-box versus black-box AI why organic growth in accounting has been so hard to achieve, and what might finally change that. Get the full show notes and more resources at TheUniqueCPA.com

Support for this episode comes from BILL. Simplify your workflows and accelerate your growth with BILL's accountant console. Take a demo today at BILL.com/UniqueCPA for a $250 gift card – terms apply. Cosmin Nicolaescu spent years at Stripe and Brex building the financial infrastructure that millions of businesses depend on. Now he's turned that experience toward a different problem: Why are accounting firms still operating like it's 1995? As CEO and co-founder of Accrual, Cosmin is building an AI platform designed to take the mechanical burden off CPAs and give them back time for the work that actually requires their judgment. Episode 258 marks part one of a two-part conversation on The Unique CPA where he talks with Randy about what drew him to the accounting profession specifically, how watching finance teams operate strategically at Stripe and Brex shaped his thinking, and what it looks like in practice when a firm cuts a 100-hour tax return down to 15.  Get the full show notes and more resources at RandyCrabtree.com

Big thanks go out to Magnetic for backing The Unique CPA. MagneticTax.com. Chad Davis helped build LiveCA to 120 people and then made the deliberate decision to cut it nearly in half. On Episode 257 of The Unique CPA, he tells Randy that at that size it wasn't enjoyable, and the math, modeled out on a road trip through the Italian countryside with his business partner Josh Zweig, pointed clearly to 60 as the number where profit, people, and sanity could actually coexist. That restructuring meant repricing every client, moving from value pricing to budgeted hours, and navigating the realities of headcount changes. Randy and Chad cover all of that, the AI tools accountants are trying through his AutomationTown community, the time-zone arbitrage of running a Canadian firm from Spain, and why changing people's mindsets inside a firm matters more than any efficiency gain the technology can deliver. Get the full show notes and more resources at RandyCrabtree.com

Speaker and leadership strategist Brian Hilliard joins Randy Crabtree on Episode 256 of The Unique CPA to make a case that burnout in the accounting profession isn't a character flaw, it's "good qualities gone out of bounds." The work ethic and integrity that make CPAs excellent at their jobs are the same traits that, left unchecked, drive them straight into the ground, and to illustrate, Brian draws on his own early experience of getting sick three times in two years before recognizing that his body was simply taking the vacation he refused to schedule. The conversation gets practical quickly: managing energy rather than time, clustering deadlines to reduce background anxiety, and rethinking the to-do list with a whiteboard, a four-by-six note card, and a Sharpie. None of the fixes Brian proposes are dramatic, which is exactly the point: You can do them starting today. Get the full show notes and more resources at TheUniqueCPA.com

Randy Crabtree sits down with Mark Gallegos, partner at Porte Brown and one of the more broadly active figures in the accounting profession, on Episode 255 of The Unique CPA. Together, they work through what HR-1 actually means for tax practitioners right now in practical terms. Mark has a knack for staying relentlessly neutral on legislation while still finding the angles that benefit clients, and that discipline runs through the whole conversation as they get into the advisory mindset shift that tax reform demands, the uncomfortable truth that most CPAs are undercharging for work that clients genuinely value, and what AI will actually compress versus what it can never replace. Mark also shares how Porte Brown operationalizes delegation as a leadership strategy, not just a talking point; a wide-ranging conversation that manages to be both technically grounded and surprisingly candid about the profession's blind spots. Get the full show notes and more resources at RandyCrabtree.com

Randy didn't expect to ever sit through an entire conference session, but Elliott Bastien Morin's "narrative archeology" workshop changed that pattern. What started as curiosity about excavating stories became a months-long collaboration that transformed Randy's keynote from five scattered narratives into a single arc that earned a standing ovation, and plenty of Kleenex. On Episode 254 of The Unique CPA, Elliott, the co-founder of 3Motion, explains how he's spent 15 years interviewing thousands of people to uncover authentic stories, and that he treats storytelling like an archeological dig: finding fragments, piecing them together, and polishing them until they captivate. For accountants who've always worked for their clients instead of on their selves and their stories, this framework offers something urgent, and as AI handles more compliance work, the human connection becomes the differentiating factor. The profession is moving from reporting to interpretation, and that shift demands something accountants haven't always prioritized: a cohesive story that unites teams and resonates with clients in an oversaturated world. Get the full show notes and more resources at RandyCrabtree.com

The Unique CPA is evolving. On Episode 253, Randy Crabtree and Terrell Turner sit down to announce a significant shift: Terrell is joining as co-host, and the podcast is becoming fully independent. But this isn't about changing the mission: mental health, peak firm performance, and elevating the profession remain central. It's about expanding how those conversations happen. Randy and Terrell brainstorm openly about what comes next, whether it's live recordings at conferences and roadshows, college campus visits to "bridge the gap" when it comes to talent, or revisiting past episodes on private equity and AI to see how predictions held up. They reflect on how a single LinkedIn message on Christmas Eve 2020 led to their over five-year friendship, and how Terrell once turned Captain Underpants into a marketing presentation for accounting firms after Randy challenged him at dinner. It's a candid look at what's stayed the same, what's changing, and why community matters more than ever. Get the full show notes and more resources at RandyCrabtree.com

Sharrin Fuller has built and sold two accounting firms, and the second time around, she knew exactly what mistakes to avoid, except for one she didn't see coming. On Episode 252 of The Unique CPA, she tells Randy that the business side of an exit is straightforward, but the emotional aftermath? That sent her into two levels of counseling and off her life insurance policy due to skyrocketing blood pressure. Now, as founder of Glass Wallet Ventures, she helps firm owners prepare for exits they may not even be planning yet, because by the time someone puts a letter of intent in front of you, it's already too late to maximize value. Sharrin challenges the "we've always done it that way" mentality that keeps accountants stuck in dependency traps, and her approach is simple: fix one thing at a time, give firm owners back 30 minutes of their day, and only then move onto the next problem. Sharrin is proof that working three days a week isn't a fantasy when you build systems that actually stick. Get the full show notes and more resources at RandyCrabtree.com  

Making partner should feel like a triumph, but for many CPAs, that first year becomes the hardest of their careers. Sarah Elliott and Brian Kush from Intend2Lead surveyed new partners across the profession and uncovered a troubling pattern: 70% aren't working more hours, yet the intensity feels crushing. On Episode 251 of The Unique CPA, they tell Randy that the culprit isn't volume, it's the abrupt shift from technical expert to strategic leader, not to mention firms that rarely prepare people for what partnership actually entails. As it turns out, nearly half of new partners earn less than expected, and the profession's problem-seeking mindset undermines leadership development. Randy even mentions how one first-year partner who exceeded revenue goals by 50% was immediately questioned about unbilled hours instead of celebrated for his achievement. Sarah and Brian make the case for vulnerable leadership, transparent goal-setting, and intentional development programs that treat partnership as a transition requiring real support, not just a title to celebrate and move on from. Get the full show notes and more resources at TheUniqueCPA.com  

Mary Delaney, CEO of Karbon, opens Episode 250 of The Unique CPA with a powerful story: she tells Randy about a neighbor whose accountant didn't just crunch numbers but delivered life-changing advice that transformed his business into a legacy. That moment crystallizes what technology can unlock for the profession. Rather than something to be feared, it has the potential to grant us the freedom to focus on advisory work that truly matters. Mary explains how automation handles the mundane, potentially flipping the statistic that 80% of small businesses fail by year ten. With the right technology, every small business could access some level of advisory support. But accountants must make a critical shift: to stop thinking like practitioners and start running their firms as businesses. Mary shares her own experience growing a compliance-heavy services company from single-digit margins to 25%, emphasizing the importance of identifying levers, whether that's increasing referrals, automating workflows, or offshoring strategically. Empowered people deliver exceptional client experiences, and it's not people first or clients first, it's both, simultaneously. Get the full show notes and more resources at TheUniqueCPA.com

Mike Maksymiw, better known as Mike Max, lives for change. On Episode 249 of The Unique CPA, he talks to Randy about how in a profession often defined by tradition, he's been willing to "poke the bear" and challenge long-held assumptions. His leadership at Aprio Firm Alliance is marked by a drive to create real progress on issues like DEI, work-life harmony, and value-based work, and he shares candid reflections on what it takes to move an entire profession forward. Whether it's questioning the status quo or finding creative solutions where others see roadblocks, Mike's passion for helping others and his belief in the power of collaboration shine through, and this episode offers a glimpse into the mindset of someone determined to leave the accounting world better than he found it. Get the full show notes and more resources at TheUniqueCPA.com  

In this episode of Growth Amplifiers, we sit down with Randy Crabtree, a nationally recognized thought leader and co-founder of Tri-Merit. Randy shares his incredible journey from a computer programmer to one of Accounting Today's most influential people in the profession. We dive deep into how building specialty partnerships—like Tri-Merit's work with R&D tax credits—can help you provide more value to your clients without increasing your workload. Randy also reveals shocking statistics from his annual Satisfaction Survey, highlighting why niche expertise and "de-stigmatizing" the ask for help are the keys to 90% satisfaction levels in the workplace. In this video, you'll learn The Art of the Collaboration: Why sharing your unique gift with others creates a "harmonized" impact. Giving vs. Selling: How educating your peers builds trust and a steady stream of referrals. *The Satisfaction Secret: Why pay isn't the biggest driver of happiness, and what truly matters to your team. Leading with Vulnerability: Why professionals have coaches and how to prioritize your own "oxygen mask." Randy Crabtree is the host of The Unique CPA podcast and the founder of the Bridging the Gap conference. He is a passionate advocate for mental health in the accounting profession and a specialty tax expert. Connect with Randy: Website: [https://tri-merit.com] (https://tri-merit.com) LinkedIn: [Randy Crabtree] (https://www.google.com/search?q=https...) Podcast: The Unique CPA

Heath Alloway, growth partner at Sorren, returns to The Unique CPA on Episode 248 for a dynamic conversation with Randy about the evolving landscape of accounting firms and the power of intentional culture. Heath shares the story behind Soren's formation, a merger of thirteen firms driven by a vision for people-first leadership and meaningful growth. Although heavily focused on business development in his own role, Heath's focus here is on how advisory, leadership retreats, and an "attitude of gratitude" can sustainably transform both firms and individuals. Reflecting on the profession's capacity to give back more than you put into it, Heath and Randy mull over the challenges of integrating distinct cultures as well as the importance of vulnerability and connection, with their unifying trait being a genuine passion for helping others thrive in accounting and beyond. Get the full show notes and more resources at TheUniqueCPA.com  

Shawn Minard and Jeremy Jones join Randy Crabtree to pull back the curtain on Frazier & Deeter's approach to growth, culture, and leadership on Episode 247 of The Unique CPA. As the firm expands through private equity and acquisitions, the conversation moves beyond numbers to the real work of integrating people and ideas. Shawn describes how "stay interviews" and a flexible, opt-in leadership program have become cornerstones of their people-first philosophy, while Jeremy discusses the challenges of maintaining high standards, embracing flexible work, and prioritizing entrepreneurial thinking. Together, they weigh the value of emotional intelligence against technical skills, and consider how a flat leadership model can thrive in a 700-person firm. The result is a candid look at how culture and adaptability shape the future of accounting. Get the full show notes and more resources at TheUniqueCPA.com  

Mark Koziel's first year as AICPA President and CEO has been anything but quiet. He tells Randy Crabtree on Episode 246 of The Unique CPA that nine days into his tenure, Ohio became the first state to roll back the 150-hour requirement, setting off a chain reaction across the profession. Then came the "Big Beautiful Bill" with provisions that could have devastated pass-through entities, followed by Florida's deregulation attempt, IRS commissioner turnover, and a 43-day government shutdown. Through it all, Koziel maintains an infectious optimism about accounting's future. He pushes back against the narrative that AI will replace accountants, pointing to decades of similar fears about calculators, spreadsheets, and blockchain. The real challenge? Telling a better story about a profession that touches every corner of the economy. From his perspective on value-based pricing to his vision for the Rise 2040 initiative, Koziel makes the case that accountants remain the trusted guardians of financial information, and that this legacy is worth protecting. Get the full show notes and more resources at TheUniqueCPA.com

As a small business owner, you wear a lot of hats and it's easy to feel like the pressure never stops. Randy Crabtree, Co-Founder of Tri-Merit Specialty Tax Professionals, shares lessons that push you to rethink how you run your finances. He talks about passion, problem solving, and building systems that help you get better cash flow, and long‑term stability for your business. You'll hear how he reshaped his career and his thinking helps business owners improve tax planning and adapt to the future of accounting. He goes straight into billable hours, pricing, advisory work, AI, offshoring, burnout, and what small business owners should expect from great financial partners. Tune in now and hear insights that shift the way you think about your financial future. ▶️People You Should Know: Randy Crabtree.Episode resources:● Website: https://anderscpa.com/ ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com ● Check out the Virtual CFO Playbook Course:  https://anderscpa.com/virtual-cfo-services/vcfo-playbook/   QuotesRandy Crabtree: "If we free ourselves from compliance work, don't fill that space with more of the same. That's where advisory comes in, helping clients get to outcomes they didn't even know were possible."Tom Wadelton: "Supporting nonprofits by handling their accounting and guiding new treasurers has been a great way to contribute."Adam Hale: "A lot of people starting their own practices deal with imposter syndrome. Supporting them and helping them build confidence has been rewarding.”Randy Crabtree is the Co-Founder and Partner at Tri-Merit Specialty Tax, where he helps accounting firms maximize value through R&D tax credits, cost segregation, and energy incentives like 179D and 45L. As host of The Unique CPA podcast and founder of the Bridging the Gap conference, Randy is a leading voice in redefining how CPAs deliver impact beyond compliance. Recognized as one of the Top 100 Most Influential People in Accounting, he brings deep insight and energy to every conversation. His passion for supporting firms and spotlighting innovation has made him a trusted figure in the profession. Website: https://tri-merit.com/ FB: https://www.facebook.com/TriMerit   LI: https://www.linkedin.com/in/randy-crabtree-cpa-1945a67/https://www.linkedin.com/company/tri-merit-llc/      The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.Website: https://www.buzzsprout.com/2458888  Facebook: https://www.facebook.com/AndersCPA LinkedIn: https://www.linkedin.com/company/anders-cpa/ Instagram: https://www.instagram.com/anderscpa/ YouTube:

Kathleen Burns Kingsbury joins Randy Crabtree on Episode 245 of The Unique CPA for a candid conversation about the hidden forces shaping how professionals, particularly women, perceive and communicate their worth. Drawing on her journey from FDIC bank examiner to wealth psychology expert, Kathleen unpacks the cultural and personal barriers that keep so many from asking for what they deserve. The author of Breaking Money Silence, now in its second edition, Kathleen shows you how building confidence, embracing value-based pricing, discovering the power of niche expertise, and shifting one's mindset can transform both career and personal fulfillment. Weaving in stories of her own missteps and breakthroughs, Kathleen's passion for empowering others shines through a conversation that's as energizing as it is insightful. Get the full show notes and more resources at TheUniqueCPA.com  

Adam Lean's journey from disenchanted accountant to entrepreneurial advisor takes center stage as he reveals how a simple desire to help business owners understand their numbers sparked the creation of the CFO Project on Episode 244 of The Unique CPA. Follow Adam from late-night e-commerce hustle to the formation of a productized CFO advisory service, designed to eliminate scope creep and empower accountants to deliver real value. As Randy's prompts unpack the pitfalls of commoditized compliance work, the "Accountants Trap," and the mindset shifts required to move from tax prep to trusted advisor, Adam shares a candid look at the challenges, and most importantly the rewards, of advisory work. Get the full show notes and more resources at TheUniqueCPA.com  

Kaitlin Borncamp left a promising Big Four accounting career to become a certified nutritional therapy practitioner, but she didn't just change jobs, she redefined what it means to thrive in a demanding profession. Kaitlin joins Randy Crabtree on Episode 243 of The Unique CPA to share how her own struggles with burnout and unhealthy habits led her to champion the brain as an accounting professional's greatest asset. From the realities of stress, to the hidden costs of ignoring your wellbeing, and the practical steps professionals can take to fuel both body and mind, Kaitlin's journey offers a blueprint for anyone ready to trade exhaustion for energy and purpose, one that is simple enough in scope to start following today as you gain a holistic understanding about how to sustainably focus on your health. Get the full show notes and more resources at TheUniqueCPA.com  

Alan Whitman, former CEO of Baker Tilly, returns on Episode 242 of The Unique CPA to share the hard-won insights behind his new book, Break the Mold: How to Achieve Transformational Change, Scale and Grow Simultaneously. In a candid conversation with Randy Crabtree, Alan unpacks the real challenges of leading a firm through rapid growth and cultural reinvention, where trust and transparency mean everything and can ultimately make or break a vision. He reveals why strategy must be more than a buzzword, and how shifting from vertical silos to a unified, horizontal organization unlocks potential. "Cross-selling" is such a limiting concept, and Alan stresses that delivering true client value is what firms need to be focusing on. His stories, from tough retirement plan decisions to building engines for organic growth, offer a rare, practical roadmap for leaders ready to reimagine what's possible in the accounting profession. Get the full show notes and more resources at TheUniqueCPA.com

Dominic Piscopo didn't set out to disrupt the accounting world, he just wanted to know if he was being paid fairly. That simple question led him from pen-and-paper salary surveys at Deloitte to building Big 4 Transparency, a crowdsourced database now relied on by countless people in accounting. On Episode 241 of The Unique CPA, Dominic talks to Randy about how a weekend project snowballed into a vital resource for accountants, empowering individuals to advocate for themselves and helping firms confront the "loyalty tax" that drives talent away. He outlines the surprising power of open data, with openness a key to why he refuses to put a paywall between accountants and the information they need. Dominic has pushed through the challenges he's faced in the project with trust and accuracy in the data and has ultimately forged a truly useful tool for the profession. Get the full show notes and more resources at TheUniqueCPA.com

President and CEO of the Illinois CPA Society Geof Brown returns to The Unique CPA for Episode 240, bringing with him the results of a bold research initiative that set out to map the "readiness divide" between new accountants and their managers. Geof describes the moment when scattered frustrations from firm leaders, young professionals, and academics converged, prompting his team to launch a survey to cut through assumptions and capture real, useful, hard data. The results reveal a landscape where early-career accountants overestimate their skills, especially in communication and professionalism, while managers struggle to deliver feedback that is actually feedback and not just criticism. Generational friction, missed signals, and the surprising gap between digital fluency and workplace tech are at the forefront of Geof's findings, and he explores how mentorship, intentional onboarding, and a shift toward real-world skill-building can transform the profession, offering a blueprint for growth that's as much about empathy as expertise, particularly as "soft skills" become ever more important tools. Get the full show notes and more resources at TheUniqueCPA.com  

About a decade ago, Dr. Jackie Meyer hit a wall of exhaustion running her CPA firm, but she refused to hide behind the industry's mask of perfection. Diagnosed with chronic fatigue and juggling motherhood and her work responsibilities, she began to question the relentless pace and the culture of stoicism that define the profession. On her return to The Unique CPA for Episode 239, she explains that instead of retreating, she transformed her struggle into a mission: she built TaxPlanIQ, a platform that lets accountants reclaim their time and sanity, and developed the ROI Method, a value pricing formula now championed by the AICPA. Since then, she's completed her doctorate in leadership and written a forthcoming book, The Balanced Millionaire. Jackie's journey, from iron infusions and late-night epiphanies to a much healthier, sustainable pace now, offers a candid look at what it takes to change not just a career, but an entire profession. Get the full show notes and more resources at TheUniqueCPA.com  

When Paul Peterson looks across his firm, he sees a new generation rewriting the rules. On Episode 238 of The Unique CPA, he joins Randy Crabtree to trace the ripple effects of Gen Z's arrival in accounting as young professionals who expect flexibility, are driven by their purpose, and challenge the status quo while setting new standards for everyone. Paul recounts how a twenty-something team member became the office's AI expert, teaching partners to rethink their approach to technology. He describes Gen Z's insistence on open dialogue and their willingness to question outdated practices, and the way they bring their whole selves to work. From the pressures of private equity to the importance of mental health, Gen Z's presence is forcing even the most established leaders to adapt and build a culture where everyone can belong—something that is paying dividends economically even now. Get the full show notes and more resources at TheUniqueCPA.com  

Tara Whitney, CEO of White Birch Advisory, steps into the studio with a confession: she was drawn to accounting for its clear rules and right answers. But as the conversation unfolds, Tara reveals how the very habits that once defined her success, like perfectionism, self-reliance, and yes, rule-following, became obstacles as she rose to leadership. On Episode 237 of The Unique CPA, she and Randy trace the burnout and stress plaguing members of the profession, and recounts the moment she realized that breaking her own rules and embracing vulnerability would open the door to creativity and growth. Having found her "zone of genius," Tara explores how letting go of old scripts can transform your life and career, as well as your entire organization.  Get the full show notes and more resources at TheUniqueCPA.com

When Bob Doyle stepped into the role of CEO at the Michigan Association of CPAs, the world shut down three weeks later. Instead of retreating, Bob drew on his background in engineering and association leadership to reimagine what it means to be a CPA. On Episode 236 of The Unique CPA, he tells Randy he subsequently borrowed a pair of white sunglasses, embraced the "Coolest Profession Around" mantra, and set out to shatter the stereotype of accounting as dull. From Bob's sneakerhead sons helping him appeal to high school students, to ice rinks in Michigan backyards, to the real impact of private equity and AI on the profession, Bob and Randy explore how trust, joy, and innovation are keys to the future of accounting. Get the full show notes and more resources at TheUniqueCPA.com

Lori Zukin's path began in a small-town family drugstore, where work and love blurred together behind the counter. Years later, after earning a PhD in industrial and organizational psychology, she found herself coaching leaders at Booz Allen Hamilton and, eventually, guiding the transformation of Baker Tilly's executive team. On Episode 235 of The Unique CPA, Lori shares how a single phone call, received in the shadow of personal loss, sparked a partnership that would reshape a major accounting firm's culture. She reveals the real impact of trust, particularly given the hidden costs of the stories we tend to tell ourselves when we don't have all the information. Randy and Lori trade insights on vulnerability, missed opportunities, and the courage to lead with empathy, and along the way, Lori's passion for mental health and her belief in the intersection of passion and skill shine through, offering a rare glimpse into the heart of modern leadership. Get the full show notes and more resources at TheUniqueCPA.com

When the pandemic shuttered her thriving travel and Airbnb businesses overnight, Allanté Collier faced a crossroads, and she tells Randy all about that journey and more on Episode 234 of The Unique CPA. Instead of retreating, Allanté rebuilt from scratch, this time designing a business that could weather any storm. Sharing the hard-won lessons behind her “famine-proof” approach to operations and leadership, Allanté reveals how her engineering background shaped her methodical audits of business bottlenecks, why so many founders become their own biggest obstacle, and how she helps clients move from “chasing paper to chasing purpose.” Along the way, Allanté unpacks the real meaning of work-life harmony, the art of hiring for passion and alignment, the systems that turn chaos into resilience, and much more. Get the full show notes and more resources at TheUniqueCPA.com

Episode 233 of The Unique CPA centers on Dr. Kristy Short's raw account of living with anxiety, depression, and burnout throughout her 25-year accounting career. Kristy tells Randy about the origins of her struggles, from her first “spiral” in her 20s—marked by relentless work, academic pressure, and suicidal ideation—to her more recent breakdown in her 50s, which ultimately led to her writing her memoir and “self help-ish” book, Civil Warrior. Kristy recounts a particular turning point, signing a suicide contract with her therapist and the dream that inspired her to write her book. Key to her success was personalizing a program for her own mental health, which she encourages anyone struggling to do for themselves as well. Kristy, like Randy, doesn't shy away from the stigma and isolation professionals face, and she offers a candid, hopeful look at building resilience and community in accounting. Get the full show notes and more resources at TheUniqueCPA.com  

Erica Goode, the “15 Hour Accountant” and host of the Consultants & Money Podcast, joins Randy Crabtree on Episode 232 of The Unique CPA and proves you can build a thriving, six-figure accounting firm without sacrificing your life. From burnt out Big Four auditor and Fortune 50 finance director to solo firm owner, Erica now earns over $200K a year working just 15 hours a week. Having made intentional choices she made to design a business around her family and values, Erica reveals how she set ironclad boundaries, found her niche with consultants and agency owners, and developed a pricing model that supports both her clients and her lifestyle. Get the full show notes and more resources at TheUniqueCPA.com

Small firms are facing a new era, and on Episode 231 of The Unique CPA, Randy sits down with Steve Shein, the co-founder of Franklin Alliance, to talk about a new partnership model in the profession. Steve shares his journey from capital markets to building a collaborative network that grants firms access to capital, while they maintain their independence. Franklin Alliance brings with it a vibrant community of strategic advisors and forward-thinking leaders, Randy included. Find out how you can grow your firm on your terms while keeping its identity and autonomy. Get the full show notes and more resources at TheUniqueCPA.com

Forget everything you know about the billable hour. On Episode 230 of The Unique CPA, Randy Crabtree welcomes Chris Vanover, CEO of CPA Club, who's rewriting the rules of accounting with a subscription-based model and a bold focus on quality management. Learn how Chris and his team work directly with firms to tackle new compliance standards, champion work-life balance, and build a culture where accountants and clients both win. Packed with real-world stories and fresh ideas, Chris's entrepreneurial journey is a must-listen for anyone ready to rethink what an accounting firm can be. Get the full show notes and more resources at TheUniqueCPA.com  

Randy Crabtree welcomes John Jordan, a small firm owner from Raleigh, North Carolina, and fellow member of the Intuit Tax Council, for Episode 229 of The Unique CPA. John shares his journey from working at large and regional accounting firms to founding his own people-focused practice, where building lasting client relationships is at the heart of his business. Sales-oriented by nature, John enjoys running a small firm and forging very strong personal relationships with his clients, and he talks to Randy about how he still manages to stay in business mode while doing so. He discusses his approach to pricing, technology, and staff management, as well as how important his connections on the Intuit Tax Council and other accounting groups has been both for his mental health and the growth of his firm. Get the full show notes and more resources at TheUniqueCPA.com

What do accountants and NFL broadcasters have in common? More than you might think. The Unique CPA goes in an entirely different direction on Episode 228 to kick off the football season, with host Randy Crabtree joined by Jeff Joniak, the iconic voice of the Chicago Bears, for a conversation that's equal parts practical wisdom and behind-the-scenes storytelling. Jeff reflects on his journey to the “toy department of life,” the sports broadcast booth, sharing lessons on preparation, finding your voice, and the art of communicating under pressure. Along the way, Randy and Jeff particularly focus on the effectiveness of storytelling—the value of a well-told tale can't be understated. Wisdom for accountants can come from the most unexpected places, and you're sure to find something to take away from this thoughtful and entertaining episode. Get the full show notes and more resources at TheUniqueCPA.com  

Randy welcomes Hank Berkowitz, founder of HB Publishing and Marketing, for an insightful conversation on content, communication, and credibility in the accounting profession on Episode 227 of The Unique CPA. With over 25 years of experience helping CPAs and financial advisors amplify their voices, Hank shares practical strategies for building thought leadership, pitching stories to editors, and turning content into a valuable asset. Discover the difference between influencers and true thought leaders, the power of repurposing content, and why authenticity matters more than perfection. If your goal is to publish your first article, write a book, or simply get your ideas heard, this episode is packed with actionable advice and real-world examples to help accounting professionals stand out and make an impact. Get the full show notes and more resources at TheUniqueCPA.com  

What happens when an IT pro with an entrepreneurial streak transforms a side hustle into a thriving accounting firm? On Episode 226 of The Unique CPA, Tony Proctor, founder and principal of Proctor & Associates, talks to Randy about how he built Proctor & Associates from the ground up, navigated the high-stakes acquisition of a legacy practice, and brought tech-driven innovation to traditional accounting. Discover Tony's passion for financial literacy, his candid take on firm leadership, and the lessons he's learned empowering clients and communities. Tony shared his wisdom, humor, and inspiration at Bridging the Gap 2025, and you won't want to miss this episode whether you were fortunate enough to see him speak there or not. Get the full show notes and more resources at TheUniqueCPA.com