The Unique CPA

On Episode 169 of The Unique CPA, Randy Crabtree connects with Katie Thomas, founder of Leaders Online, a marketing firm focused on business-to-accountants (B2A) services. They discuss Katie's journey from her entrepreneurial childhood to her professional experience in a Big Four accounting firm and her eventual venture into establishing Leaders Online to help accountants market their firms. Exploring the shift in marketing strategies for accounting firms, Katie emphasizes the importance of niche marketing, creating demand, and leveraging social media. Randy and Katie also touch on the evolving business development roles within firms, the necessity of following one's professional passion, and the critical role of a long-term marketing plan. Get the full show notes and more resources at TheUniqueCPA.com

For our third and final bonus episode of The Unique CPA, Rob Brown from The Accounting Influencers talks to Kasidy Kersey and Robb Zbierski about their upcoming appearances at Bridging the Gap 2024. Kasidy, the founder of Marina Bay Yoga, will be the Wellness Coordinator for this year's Wellness Room, reprising her role from the 2023 edition. Bringing her own personal experience with burnout, her passion is to show overworked and stressed professionals how to better look after themselves. Robb Zbierski is a professional speaker, trainer and personal coach with Freedom Personal Development. The author of Train Your Brain for Success, Robb talks about taking an active role in managing your mind and thoughts and turning them towards working for you, rather than against you. Tune in to hear these last two guests' great insights, and be sure to attend Bridging the Gap 2024 to see them in person! Get the full show notes and more resources at TheUniqueCPA.com

Join Randy Crabtree on Episode 167 of The Unique CPA as he talks with Jake Kessenich, former COO and Partner at Encurio, about their recent rebranding journey, developing niche markets, and unique pricing strategies. Jake shares his insights into their industry transition, client relationships, and the importance of aligning personal values with business goals, which led to Encurio entering the death care services industry niche—an invaluable episode for accounting professionals looking to elevate their practice. Get the full show notes and more resources at TheUniqueCPA.com

On this second bonus episode of The Unique CPA, host Rob Brown from the Accounting Influencers Podcasts returns to preview the Bridging the Gap Conference 2024, scheduled for July 22-24 in Rosemont, Illinois. This time, he is joined by speakers Nancy McClelland, Kristen Keats, Seth Feinberg, and Dawn Brolin as they discuss their roles and sessions at the event. Highlighting the conference's unique focus on mental health, professional growth, and community among accountants, all the speakers agree that Bridging the Gap is not like any other conference they've attended. The emphasize the elements of vulnerability, mental well-being, practical insights, and peer support that you don't see anywhere else. Listeners are encouraged to attend for actionable advice, networking opportunities, and a chance to reinvigorate their careers, as well as end the conference with the red carpet gala event! Get the full show notes and more resources at TheUniqueCPA.com

Laura Crean, Partner Program and Education Manager at FreshBooks, shares her journey from Ireland to leading innovative changes in accounting software. She dives into FreshBooks' exciting transition to a comprehensive general ledger system and the Collaborative Accounting Framework, which enhances collaboration between accountants and business owners. The discussion emphasizes the importance of continuous learning, effective communication, and nurturing firm culture for a fulfilling work environment in the accounting profession.

On this special bonus episode of The Unique CPA, host Rob Brown from The Accounting Influencers Podcasts interviews prominent speakers of the upcoming Bridging the Gap Conference 2024, set to take place from July 22-24 in Rosemont, Illinois. Featured guests include Chad Davis, Roman Villard, Al-Nesha Jones, and Hitendra Patil, who share their backgrounds, insights about the accounting profession, and their excitement for the conference. They discuss their individual sessions, which range from exploring mental health and work-life balance to advanced automation and dealing with the accounting talent shortage. The episode provides useful tips on making the most out of attendance at such events, emphasizing the importance of building genuine connections and approaching the conference with an open mind. The episode concludes by highlighting the unique aspects of the conference and the impact of its organizer, Unique CPA host Randy Crabtree. Get the full show notes and more resources at TheUniqueCPA.com

Dan Luthi, Partner at Ignite Spot Outsourced Accounting joins Randy for Episode 163 of The Unique CPA. They discuss the importance of corporate culture in maintaining a positive work environment, through highlighting Dan's journey at Ignite Spot, his approach to leadership, and how a supportive culture can attract and retain top talent. Dan explores unique strategies for developing a cohesive virtual team, emphasizing the significance of vulnerability and personal connection in leadership, and they both share valuable insights on building a healthy and fulfilling workplace for accounting professionals. Get the full show notes and more resources at TheUniqueCPA.com

Randy Crabtree welcomes Francesca Reicheter, founder and president of Inspiring My Generation, to Episode 162 of The Unique CPA. Francesca shares her personal journey with mental health challenges from a young age, including her experiences with anxiety, depression, and bipolar disorder, and the importance of mental health awareness, strategies to manage mental well-being. Her nonprofit organization aims to prevent suicide through awareness, conversation, education, and support. A poignant and inspiring discussion on overcoming mental health struggles and supporting others in their journey—this is one you don't want to miss. Get the full show notes and more resources at TheUniqueCPA.com

The Unique CPA returns for Episode 161 with host Randy Crabtree welcoming Dave Olsen, founder and CEO of Nimbl and Nimbl Staffing. Dave delves deep into the essential elements of leadership, culture, and growth that have fueled Nimbl's success, including his transition from a Big Four auditor to a trailblazing business leader, building a thriving remote team across the U.S., Canada, and the Philippines. Dave identifies his evolution from an accounting "technician" to a leader as a key aspect of his growth and success, and highlights the importance of cultivating a strong people experience (PX) and client experience (CX). Nimbl's innovative strategies ensures the company remains adaptable and resilient, and Dave shares numerous actionable insights on fostering exceptional team culture and achieving sustainable growth. Get the full show notes and more resources at TheUniqueCPA.com

Bridging the Gap Conference 2024 is July 22–24, 2024, is Rosemont, Illinois, and on Episode 160 of The Unique CPA, Randy interviews Andrew Lassise, founder of Tech4Accountants, now a part of Rightworks, a platinum sponsor of the conference. Andrew and Rightworks specialize in cybersecurity and compliance in accounting. With their expertise, they help firms establish WISPs, Written Information Security Plans, aid them in navigating the FTC Safeguards Rule, educate on cybersecurity best practices, and more. WISPs are not optional for almost anyone with a PTIN, so tune in to learn what you need to do to safeguard yourself, and your clients. Get the full show notes and more resources at TheUniqueCPA.com