The Unique CPA

On Episode 149 of The Unique CPA, Joe Woodard joins Randy to discuss hot topics like the Private Equity revolution in accounting and the Scaling New Heights conference coming up in Orlando in June. Joe introduces the Woodard Ideal Practice Model, a multi-partite plan for firms to both determine and differentiate their services, and he offers wisdom about the difference between management and leadership. They discuss Scaling New Heights in some detail, mentioning the talk Randy will be giving on firm growth and culture at the event. Get the full show notes and more resources at TheUniqueCPA.com

Randy Crabtree talks to Jen Cryder, CEO of PICPA, the Pennsylvania Institute of Certified Public Accountants, on Episode 148 of The Unique CPA. They discuss the role of state societies in accounting, with a focus on bringing some of the ideas that larger firms have come up with to smaller firms and adapting those ideas to fit. Jen draws on her extensive experience as an audit senior and partner to touch on company culture, preserving that through mergers, and the opportunities that are in front of firms to deal with and thrive through the staffing crisis. PICPA's vision involves human capital, innovation in startups, and offering a wealth of support and resources to firms of all sizes. Randy probes Jen's thoughts on salary transparency, work-life balance, and leveraging technology in the tax profession. Get the full show notes and more resources at TheUniqueCPA.com

Al-Nesha Jones, Founder of ASE Group, discusses transitioning to entrepreneurship, managing client expectations, implementing a four-day workweek, and evolving towards advisory services. She emphasizes work-life balance, efficient processes, and redefining success in the accounting industry.

Jeremy Wells shares his journey from academia to tax advising, navigating challenges and rewards in self-employment. He emphasizes the importance of identifying the right clients for your niche and highlights the value of mentorship in shaping his career path.

The podcast delves into the significance of community in the accounting profession, emphasizing the value of conferences for networking and professional development. They also discuss the impact of in-person interactions and the upcoming Firm Growth Forum and Bridging the Gap Conference for 2024.

Exploring the impact of Private Equity on accounting firms, with a focus on strategic partnerships and growth opportunities. Delving into the benefits of prioritizing profitability and employee benefits for sustainable growth. Discussing the challenges of ownership transition and retirement perspectives in the accounting profession. Highlighting innovative partnership and early ownership opportunities to attract top talent and drive impactful contributions.

Amy Vetter, a multi-talented CPA, dives into the concept of business balance bliss and work-life harmony. She discusses the importance of authenticity at work and offers strategies for achieving better time management and mental well-being. The podcast explores mindset shifts in the accounting profession and how hobbies can enhance professional skills.

On Episode 142 of The Unique CPA, we take a look back at Tri-Merit's Live Chat featuring Randy Crabtree, Nick Pantaleo, and Dan Chodan discussing the changes in the Employer Retention Credit (ERC), the impact of the moratorium, and the benefits of the amnesty and voluntary disclosure programs for the coming year. They delve into the Tax Relief for American Families and Workers Act of 2024, risks of litigation, and the importance of detailed filing. They conclude with an analysis of the new bill's expanded aspects and the need for voluntary disclosure. Get the full show notes and more resources at TheUniqueCPA.com

Explore the dynamic world of accounting marketing with Karen Reyburn as she delves into effective client education, niche marketing, leveraging AI, and standing out in a crowded market. Learn about the importance of understanding your audience, choosing a specific focus, and the future impact of tech in transforming practices.

Ed Kless, Fellow podcast host, talks about the shift to value-based pricing, subscription pricing, and transitioning from generalist to specialist firms. They explore the subjective nature of customer value, the importance of perceived value in pricing, and debunking business myths. They discuss the benefits of subscription pricing in accounting firms and address misconceptions about the profession.