The Unique CPA

Randy Crabtree, CPA
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Sep 21, 2021 • 18min

Updates to the ERC

Randy returns in episode 50 of The Unique CPA to discuss new guidance from the IRS on the Employee Retention Credit. He talks about IRS Rev Proc 2021-33 (PPP loans, Restaurant Revitalization, Shuttered Venues, cash or accrual accounting) and IRS Notice 2021-49 (more on Shuttered Venues and Restaurant Revitalization), in addition to wage and employee counting methods that may apply to restaurants or all businesses generally, large and small. Get the full show notes and more resources at TheUniqueCPA.com
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Sep 7, 2021 • 29min

Unique CPA Rewind: On the Importance of Being a Trusted Advisor

Episode 49 of The Unique CPA is a look back at Randy's conversation in Episode 6 with Richard Kopelman, CEO of Aprio, LLP. Richard heads Aprio's CPA-led advisory services, and in this Unique CPA Rewind, he talks to Randy about how vital it is to be a trusted advisor to your clients. The events since the episode aired have truly pushed this facet of the account-client relationship to the forefront. Get the full show notes and more resources at TheUniqueCPA.com
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Aug 24, 2021 • 29min

Unique CPA Rewind – Josh Lance

On episode 48 of The Unique CPA, we revisit Randy's conversation with Founder and Managing Director of Lance CPA Group, Joshua Lance. Josh created a truly unique CPA firm—an entirely virtual practice with its 14 employees spread across the country, which provides accounting and consulting services only to craft breweries and digital agencies. Given the events of the past 18 months, Josh's insights into working virtually are more relevant than ever. Get the full show notes and more resources at TheUniqueCPA.com
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Aug 10, 2021 • 22min

Hardest Hit: Restaurants and the ERC

Randy continues his analysis of the Employee Retention Credit on Episode 47 of The Unique CPA. His focus this time is on the restaurant industry, arguably the hardest hit industry in the country due to Covid. His deep dive into various opportunities tax preparers have to help their restaurant clients will be useful to anyone looking to maximize benefits to those clients. Get the full show notes and more resources at TheUniqueCPA.com
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Jul 27, 2021 • 22min

Making the ERC Work

The Employee Retention Credit, or ERC, saw significant expansion for 2021. Randy Crabtree talks about various ways for your clients to qualify for the credit, how much benefit they can receive, and how the credit interplays with other credits available, with a particular focus on the Paycheck Protection Program, or PPP. Get the full show notes and more resources at TheUniqueCPA.com
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Jul 13, 2021 • 27min

Building a Business in an Unpredictable Landscape

On Episode 45 of The Unique CPA, Randy talks to Justin Elanjian, Partner-in-Charge of PPP & ERC Services at Aprio. Justin discusses how he navigated uncertainty and evolving guidelines while growing a new segment of the business that helps clients access COVID-19 relief funds. He shares some advice on the importance of thinking proactively and pursuing one's passions, and he talks about what's to come. Get the full show notes and more resources at TheUniqueCPA.com
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Jun 29, 2021 • 38min

Born to Be an Entrepreneur

On episode 44 of The Unique CPA, Randy is joined by Caleb Jenkins of RLJ Financial Services. They discuss Caleb's early start in entrepreneurship and accounting as a child. Caleb shares his insights on the growing Client Accounting Services sector and his experiences with SALT Microfinance Solutions, highlighting the importance of giving back. Get the full show notes and more resources at TheUniqueCPA.com
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Jun 15, 2021 • 25min

Finding Your Niche

On episode 43 of The Unique CPA, Randy is joined by Geraldine Carter of the Smart Strategy for CPAs podcast, on which Randy was a recent guest. Geraldine's company, She Thinks Big Coaching, specializes in helping CPA firms find their niche in order to do more profitable, more efficient, better work for their clients. Get the full show notes and more resources at TheUniqueCPA.com
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Jun 1, 2021 • 25min

Making the System Work Well

On episode 42 of The Unique CPA, Randy welcomes Kristen Rampe, whose company, Rampe Consulting, specializes in vital big picture issues for firms, including partner compensation, partner agreements, and strategic retreat facilitation. Kristen discusses the importance of getting these elements right in order to boost partner trust, accountability, and promote fairness from within a firm's structure. Get the full show notes and more resources at TheUniqueCPA.com
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May 18, 2021 • 29min

Bridging the Gap Between Business and Disability

Randy talks to Deb Russell about her work in disability inclusion. Her company works to educate and provide resources to help companies employ more people with disabilities. Previously, Deb helped Walgreens in their drive for disability inclusion, leading to an increase in hiring until disabled workers made up 10% of Walgreens' workforce. Get the full show notes and more resources at TheUniqueCPA.com

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