The Unique CPA

Joe Woodard joins Randy for Episode 108 to talk about June's Scaling New Heights conference and automation as the key to helping your business soar. The founder of Woodard, a nationally recognized CPA coaching membership, and co-host of The Woodard Report podcast with Heather Satterly, Joe offers a road map for firms that are looking to automate more of their processes, shares tips for how to get it done in an efficient, scalable way, and relieves tensions around the onslaught of AI solutions with a reminder that the software solutions you already use will probably be integrating artificial intelligence into their functionality anyway—so you don't have to become an end-all, be-all expert on AI. Get the full show notes and more resources at TheUniqueCPA.com

Randy welcomes Tina White, the founder of Panoramic Academy, on Episode 107 of The Unique CPA. Tina started her career in the public accounting world, then transitioned to ownership of an HVAC servicing company, and now runs Panoramic Academy, which specializes in coaching business owners to improve their financials and make their companies self-sufficient. She discusses how important advisory services are in the accountant / business relationship, the human element of that connection, and how important it is for any business to tighten up every aspect of its operations. Get the full show notes and more resources at TheUniqueCPA.com

Randy welcomes Jody Grunden of Anders CPAs on Episode 106 of The Unique CPA. A two-time author, speaker and visionary, Jody helped pioneer virtual CFO services as well as subscription-based billing in the accounting profession, creating new ways for firms to do business. He recounts his unusual journey, including tales of lost luggage and declined credit cards as he tried to finally solidify a stable business. Get the full show notes and more resources at TheUniqueCPA.com

On Episode 105 of The Unique CPA, Jennifer Lee Wilson returns and is joined by Renee Moelders to talk to Randy about the latest, encouraging results of ConvergenceCoaching's biennial Anytime, Anywhere Work survey. The survey results are available for free, and they show big developments for firms in making work more flexible and more accessible. The trend indicates that these were the firms not having trouble attracting new talent or keeping existing talent: Perhaps an unsurprising consequence, but one that all accounting firms should take serious heed of. Get the full show notes and more resources at TheUniqueCPA.com

Mary McDonald joins Randy Crabtree on Episode 104 of The Unique CPA to talk about #TaxTwitter. When Mary, Dan Heron, and Allison McLeod started planning the TaxTwitter Retreat, they had no idea that it would far exceed their expectations, potentially bringing together professionals from various areas of the tax industry in an environment of camaraderie, learning, and even wine and beer tastings—the latter, thanks to Randy! Who knew that the power of community and networking could lead to such unexpected results? Get the full show notes and more resources at TheUniqueCPA.com

On Episode 103 of The Unique CPA, Randy is joined once again by Donny Shimamoto of IntrapriseTechKnowlogies and The Center for Accounting Transformation. With the busy season completed, Donny is now looking towards solutions to improve the wellbeing of the members of the profession and strategies for healthy firm culture and growth—and he has commissioned two research studies to find out how best to accomplish those goals: one on advisory services, and one on staffing strategies. The two discuss all the details, how to participate, and what kind of positive steps they're hoping to take based on the resulting data. Get the full show notes and more resources at TheUniqueCPA.com

Continuing the theme of special episodes around the century mark, The Unique CPA presents a re-broadcast of Randy Crabtree's recent appearance On The Air with Accounting Today. Host Daniel Hood leads a discussion with Randy and other guests David Bergstein and Jasen Stein of the AccounTrends Podcast focusing on the future of accounting and how best to stay on top of all the changes the profession is undergoing. Get the full show notes and more resources at TheUniqueCPA.com

We're back with Part 2 of The Unique CPA's celebration of reaching the 100 episode milestone, with Episode 101. Randy is once again the "guest," and producer Justin Grant of Professional Productions.net continues his hosting duties, as the two listen and respond to messages and questions sent in by several past and future guests on the show. Get the full show notes and more resources at TheUniqueCPA.com

The Unique CPA has reached a milestone on Episode 100, and the tables have been turned on Randy! Longtime producer Justin Grant, founder of Professional Productions, asks the questions on this special episode, which in addition to being the hundredth, is also the first Unique CPA Happy Hour episode. Wondering what that's all about? Tune in and find out—there are a few more surprises waiting, too! Get the full show notes and more resources at TheUniqueCPA.com

On episode 99 of The Unique CPA, Randy is joined by John Briggs, the Founder and CEO of Incite Tax. John has created a very unique model through Incite, whereby accountants may enter a licensing agreement with Incite, which handles the backend systems and lead generation, while allowing the accountants to have their own lucrative practices without working 60 or 70 hours a week. He explains his idea and his passion for bettering the accounting community, preventing the dehumanizations of its members, and improving mental health for all. Get the full show notes and more resources at TheUniqueCPA.com