The Unique CPA

Tax attorney and founder of Tax Rep Network, Eric Green, shares stories of resolving large tax debts and avoiding penalties. He provides valuable advice for tax season, discusses the benefits of Tax Rep Network membership, and explores a new social network platform within the community. They also discuss the capillization of R&D expenses and the importance of addressing unfiled taxes. The episode concludes with tips for growing your practice, the importance of outside passions, and upcoming conferences.

Horst Schulze, legendary hospitality leader, shares insights on achieving excellence through defining goals, empowering employees, and making customers feel cared for. He discusses his book, Excellence Wins, and the importance of leadership, culture, and customer service in the accounting profession. Schulze also talks about creating a positive workplace culture, the journey of writing a book, and the impact of language on different market segments.

Randy Crabtree talks to Hector Garcia, creator of RightTool, on Episode 126 of The Unique CPA. A QuickBooks expert, Hector discusses the future of the accounting profession in the age of AI and automation. He shares insightful perspectives on how software is changing the perception of accounting work, challenging the profession to get creative in redefining its roles and business models. Listen in to learn how to reinvent themselves and their firms to stay ahead of disruption, and get an exclusive look at Hector's upcoming conference focused on creative business models and future-proofing your role. Get the full show notes and more resources at TheUniqueCPA.com

John Pace, 2022 Digital CPA Innovation Practitioner of the Year, shares insights on building a strong culture centered on employee wellbeing and work-life balance. He discusses the evolution of technology, creating a positive workplace culture, and the power of leverage in running a practice. Personal anecdotes, hobbies, and family life are also discussed.

On Episode 124 of The Unique CPA, Randy talks to Mike Whitmire, CEO and Co-Founder of FloQast. Mike discusses how he overcame burnout in public accounting brought on by personal pain points to build FloQast, such as long hours both at a Big Four firm and at an L.A. startup, the difficulty of the month-end close process, and the need for a better work-life balance in accounting. He discusses growing FloQast to over 500 employees with a focus on culture and transparency. Get the full show notes and more resources at TheUniqueCPA.com

Paul Hamann, the founder of RCReports, joins Randy for Episode 123 of The Unique CPA. Paul discusses reasonable compensation and how it plays a vital role in tax planning and compliance for closely held businesses. Paul debunks common myths around reasonable compensation and provides valuable insights into how to properly determine reasonable comp. He and Randy both stress the importance of advisory in accounting services and how that addition of value can boost your firm. Get the full show notes and more resources at TheUniqueCPA.com

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.