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

Randy 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. Integrating accountants and lawyers under one umbrella brings a host of advantages, especially in the modern accounting context of global expansion and the impact of private equity. Andrew himself started his career as an accountant, so his insights on the evolving partnership model and of cultural differences in international business are not to be missed. Get the full show notes and more resources at TheUniqueCPA.com

On 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. Social media has been a key for Logan for both professional networking and marketing potential, as well as featuring prominently in his plans for expanding his firm’s client base. Offering tips to expanding into specific niches, the episode explores the broader challenges and opportunities in the accounting profession from the perspective of a new, “modern” firm owner. Get the full show notes and more resources at TheUniqueCPA.com

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 on the importance of creating a positive corporate culture, Lauren underscores the significance of relationships in building a thriving work environment. Get the full show notes and more resources at TheUniqueCPA.com

On Episode 175 of The Unique CPA, Randy Crabtree connects with John J. Fenton who discusses his transformative journey from college athletics to public accounting to leadership coaching. John served as managing partner at BDO USA, and his experience of the profession drives his insights on leadership, employee engagement, trust, and progressing beyond the billable hour. John has drawn upon his time as a college athlete and his black belt certification to help him better appreciate the role of mindfulness and continuous self-improvement in effective leadership. Get the full show notes and more resources at TheUniqueCPA.com

It’s once again time to dive into the ERC and update the profession on its current status! Nick Pantaleo joins Randy Crabtree for a special live streamed Episode 174 of The Unique CPA where they delve into the Employee Retention Credit’s journey. The two experts review the current state of play, with everything from legal updates, to IRS interpretations and processes, including their new risk assessment system, a second opportunity for amnesty, and further forecasting for the future. They then conclude their discussion by answering questions directly from the listeners! You won’t want to miss this to find out how best to serve your clients as the era of the ERC reaches its twilight. Get the full show notes and more resources at TheUniqueCPA.com

Randy Crabtree is joined by Rafael Casas, Director of Strategic Alliances and Partnerships at QuickFee, on Episode 173 of The Unique CPA. Rafael opens by explaining QuickFee’s mission to aid accounting and legal firms in accelerating AR while leading the way in the profession on thought leadership around mental health, AI and automation, technology, and more. Through these initiatives, Rafael hopes to elevate the accounting profession, and on those lines, he touches upon the value of intellectual curiosity, resourcefulness, and community collaboration. Get the full show notes and more resources at TheUniqueCPA.com

In this engaging conversation, Jody Padar, an influential figure in accounting technology and an early adopter of cloud computing, discusses the evolution of accounting. She highlights the transformative impact of cloud technology and AI on the profession. Jody emphasizes the need for accountants to embrace these tools to improve efficiency and work-life balance. The chat also touches on the importance of navigating AI risks while sharing personal passions like outdoor adventures and the value of community connections among CPAs.

Randy welcomes back Roman Villard from Full Send Finance for Episode 171 almost a year after the recording date of Roman's first appearance on The Unique CPA. They discuss the progress and growth Full Send has seen in nearly a year, including updates on new service lines, team expansion, and a re-focus of how to track what progress actually means for the firm and its clients. Roman stresses that looking at internal operations over revenue metrics means that they are measuring something that is more impactful than just making money for the firm, and discusses the successful implementation of a data intelligence vertical. They also touch upon maintaining a strong company culture and the positive impact of letting go of a major client for the sake of team well-being. Get the full show notes and more resources at TheUniqueCPA.com

Roman Villard joins Randy Crabtree for Episode 170 of The Unique CPA to discuss his social media marketing approach and his founding of Full Send Finance. In a conversation recorded nearly a year ago, Roman discusses establishing his niche: Seed to Series B, primarily tech, startups. The key for Roman is his passion for working with early-stage companies, drawing from his family's entrepreneurial background and his own career choices. He also emphasizes the importance of creating a positive workplace culture, leveraging relationships for client acquisition, and his strategic use of social media for outreach and education. Roman won the “Social Media Influencer” of the 2024 Bridging the Gap conference, and shared that one of his goals nearly a year ago was to increase his social media presence. Well we have to say you did a great job, Roman, and Randy will be checking back in with you in the next episode to see how your plans have panned out over the past year! Get the full show notes and more resources at TheUniqueCPA.com