The Unique CPA

On Episode 122 of The Unique CPA, Randy is joined by accounting business expert Tatiana Tsoir. Tatiana shares her journey from accounting to entrepreneurship, and how she helps businesses succeed. Also an author, Tatiana covers an incredibly diverse range of topics, from price psychology to establishing work-life balance. Her passion for developing educational courses and coaching clients with the ultimate goal of bettering lives really shines through. Get the full show notes and more resources at TheUniqueCPA.com

Listen to Randy Crabtree interview Roger Connect, president of Universal Accounting Center, as they discuss the key aspects of building an accounting firm. Topics include core services, marketing and sales strategies, unlocking the value of accounting professionals, balancing personal time, and promoting self-awareness.

Randy connects with Chase Birky, co-founder of Dark Horse CPAs, on Episode 120 of The Unique CPA. Chase explains the platform model Dark Horse uses to support CPAs under the firm’s banner support services. CPAs can start, scale, and grow their practices through collaboration and shared resources within Dark Horse’s innovative structure. The two touch on how this model can help avoid burnout and promote mental health. Chase joined us a speaker and panelist at the 2023 Unique CPA: Bridging the Gap Conference the week of August 28.  Get the full show notes and more resources at TheUniqueCPA.com

Seth Fineberg, founder of Accountants Forward and veteran journalist, discusses strengthening relationships between accountants and vendors, the importance of trust and communication, wild after parties at accounting conferences, the humorist Greg Kite and the importance of authenticity, personal music preferences, and a visit to Firestone Walker brewery in California.

Geof Brown, President and CEO of the Illinois CPA Society, discusses diversity, equity, and inclusion in the accounting profession. They highlight the legacy of Mary T. Washington Wiley, the challenges faced by underrepresented populations in accounting, and the need for adequate feedback and development. They also address the lack of diversity in the profession and emphasize the importance of supporting mental well-being in the accounting profession.

Justin Korth of Lutz Accounting joins Randy on Episode 117 of The Unique CPA to discuss how his firm faced down the challenges currently endemic in the accounting profession. To tackle the shortage of accounting graduates and high turnover rates, among other issues, Lutz started outsourcing some tax and audit work to a team in India. Justin discusses how outsourcing has helped reduce employee workload during busy season while still maintaining a high level of client service. He provides five key recommendations for firms considering outsourcing some of their work, covering topics like client consent, training the offshore team, setting expectations, and measuring key performance indicators. Listen in to learn how outsourcing can help your firm tackle the labor shortage crisis and improve efficiency. Get the full show notes and more resources at TheUniqueCPA.com

On Episode 116 of The Unique CPA, Randy is joined by Jonathan McGuire of Aldrich Advisors to discuss Opportunity Zones, a unique element of the tax code introduced by the Tax Cuts and Jobs Act in 2018. Opportunity Zones allow investors to defer capital gains taxes and later taxation by investing in designated low-income communities. Jonathan covers the tax benefits, requirements for Opportunity Zone Funds and Businesses, and types of eligible investments. Get the full show notes and more resources at TheUniqueCPA.com

On Episode 115 of The Unique CPA, Randy talks to Eileen Adao, Vice President of Strategy and Partnerships with Glean.ai. Eileen discusses her career journey from the Big Four to tech startups, and what she’s learned about the importance of culture, coaching, and diversity in creating an inclusive workplace where people can bring their authentic selves to work. She also details Glean.ai’s leveraging of AI to provide insights and efficient workflows for accountants. Get the full show notes and more resources at TheUniqueCPA.com

On Episode 114 of The Unique CPA, Randy gets together with Dawn Brolin, the CEO of Powerful Accounting and author of The Designated Motivator. Dawn discusses her journey of coaching a college softball team during tax season, the experience of which led her to write her book. She details how technology and relationship pricing models have helped her reduce her hours during tax season and provide more value to her clients. Get the full show notes and more resources at TheUniqueCPA.com

Randy talks to Zach Baughan, a mindfulness consultant and practitioner, on episode 113 of The Unique CPA. Zach discusses how mindfulness and meditation practices can help reduce stress and increase performance for accounting professionals through techniques like deep breathing and seated, silent meditation, as well as a number of book and app recommendations. Randy also talks to Zach about his own advocacy for mental health in the accounting profession and how he hopes to incorporate mindfulness into his talks going forward. Get the full show notes and more resources at TheUniqueCPA.com