The Unique CPA

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.

Matthew May, the president of Acuity, returns to The Unique CPA on Episode 139, and he gives Randy the insider’s perspective on Benefit Corporations, better known as B Corps. Acuity started the process of being recognized as a B Corp in 2020, and Matthew talks about the community that surrounds B Corps, the employee-centric image being a B Corp projects, and the difficulty that faces service firms that wish to become B Corps because they don’t have physical supply chains. Get the full show notes and more resources at TheUniqueCPA.com

Greg Kyte, a CPA and podcast host, discusses the importance of finding a niche in accounting to make your work more interesting. They also talk about controversies surrounding CPE, the Drunk Ethics podcast, and the benefits of specializing in a specific industry or offering.

The first episode of The Unique CPA in 2024, Episode 137, features Jason Blumer of Blumer CPAs, Thriveal, and Deeper Weekend. Jason started Thriveal to support accounting firm owners by building a community and resources for them to seek support. As he tells Randy, this led to Deeper Weekend, his exclusive annual conference for around a hundred accounting firm owners. The event fosters peer learning and relationships through workshops and socializing, with the fundamental idea behind it being that people have had successes and mistakes before you and there are always things to discover by building connections with them. Get the full show notes and more resources at TheUniqueCPA.com

Episode 136 of The Unique CPA features Ilya Radzinsky, co-founder of TaxDome, talking to Randy about how TaxDome’s practice management platform helps accounting firms organize their work, clients, and teams in an efficient yet easy-to-use way. TaxDome streamlines workflows, provides visibility for managers, and creates a professional client experience through their secure online portal. Ilya also shares insights on embracing technology to add value for clients and how in addition to the increase in efficiency, digitizing a practice can increase its sales value. Get the full show notes and more resources at TheUniqueCPA.com