The Unique CPA

Randy Crabtree, CPA
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Feb 11, 2020 • 41min

How to Build a High-Performance Business - Ep 7

It's one thing to build a successful business and maintain it at that level. Expanding it is quite another. It won't happen if you've got an "If it ain't broke, don't fix it" mentality. In this episode, Sam Allred, Director at Upstream Academy, shares his inspiring insights on stepping out of your comfort zone, embracing change, and challenging yourself and your team in order to create a high-performing firm. Get the full show notes and more resources at https://TheUniqueCPA.com
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Jan 28, 2020 • 28min

On the Importance of Being a Trusted Advisor - Ep 6

It's not enough to give clients what they want. It's also important to give them what they need. Being a trusted advisor and consultant for your clients can help you to go above and beyond in your efforts to best serve them. In this episode, Richard Kopelman, CEO and managing partner of Aprio, explains the importance of bringing head and heart to the table, which boosts not only the client's business but your own, too.  Get the full show notes and more resources at https://TheUniqueCPA.com
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Jan 14, 2020 • 30min

Preventing Professional Liability - Ep 5

In the world of accounting, it is essential to be diligent about risk management and protecting client information, especially during mergers and acquisitions.   Stephen Vono is Senior Vice President of McGowanPro; formerly NAPLIA. Since 1996 he has focused on Professional Liability Insurance and Risk Management for accounting firms. His primary aim is to lower the exposure to litigation for accountants and CPA firms.  Get the full show notes and more resources at https://TheUniqueCPA.com
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Dec 17, 2019 • 26min

David Bergstein: Technology and Accounting in the 21st Century - Ep 4

David Bergstein has been in the accounting profession for 50 years. He has had experience in a variety of interesting roles, including IRS Chief. Seen as a visionary by many, David has won several awards in the industry, is an adjunct college professor. In this episode, we get a look at why he is highly active on social media, as well as how important it is to keep up with technology and especially as it pertains to business.  Get the full show notes and more resources at https://TheUniqueCPA.com
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Dec 3, 2019 • 28min

An Innovative Approach to a Traditional Profession - Ep 3

Joshua Lance is the founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. In this episode, Josh shares the journey that led him to establish an accounting practice in this unique style, as well as some of the unusual and interesting activities that keep the country-wide employees feeling part of the team. Get the full show notes and more resources at https://TheUniqueCPA.com
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Nov 2, 2019 • 34min

John D. Sensiba: Old-Fashioned Values for Progressive Leadership - Ep 2

With 30 years’ experience in the active practice of public accounting, John Sensiba focuses leading professionals in the delivery of superior client service – helping the communities they serve, the clients they serve, and each other. When the bottom fell out of the global economy in 2008, John stepped into high gear. Determined to save the 30-year-old firm, he took over as Managing Partner and began a journey he could never have imagined at the time. In this episode, John shares the challenges he faced as he led the practice into a new way of thinking and being as a leader in the community and the profession, as an employer and as service providers. His efforts have more than paid off, taking them to the highly-respected B Corp status - the only CPA firm in California to have earned it. Get the full show notes and more resources at https://TheUniqueCPA.com 
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Oct 23, 2019 • 44min

Accounting in the 21st Century - Ep 1

Many people think that accounting is a fairly static and unchanging profession. Numbers are numbers; facts are facts. But in this episode, Tim Jipping, CPA and CGMA, shares what led him to this career as well as his surprising discoveries about the importance of ongoing introspection, self-awareness and conscious personal development in enhancing his professional life.  Get the full show notes and more resources at http://TheUniqueCPA.com  

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