The Unique CPA Podcast

Join us as we take a look back at six top rated episodes and guests to celebrate International Podcast Day on Episode 179 of The Unique CPA. Featuring Allan Koltin, Tim Petrey, CPA, CGMA, John Garrett, Eric Green, Al-Nesha Jones, CPA, MBA our dear friend Josh Lance from Lance CPA Group (acquired by Revel CPA) . Randy reminisces about each guest and the impact they’ve had on the Unique CPA Community and the profession as a whole. Link in the comments below 👇 #internationalpodcastday #tucpa #theuniquecpa #randycrabtree #podcast #accounting

On Episode 175 of The Unique CPA, Randy Crabtree connects with John J Fenton, Executive Coaching who discusses his transformative journey from college athletics to public accounting to leadership coaching. Listen here: https://hubs.la/Q02SSbBg0 #trimerit #accounting #tucpa #theuniquecpa

Today is world mental health day. We know first-hand how important it is to take care of your mental health. As accountants and tax professionals, we know how burnout and poor work/life balance can lead to poor mental health as well as cause other negative effects to your personal life. On today, we'd like to recognize this important day and provide ways you can celebrate today as well as some resources if you find yourself in need. 💚 Take some time for yourself and keep an eye on your well-being. Make sure you're getting enough time to relax and rejuvenate to keep a healthy mind and avoid any unnecessary stresses in your day-to-day life. If you feel like things are getting on top of you or are finding it difficult to keep organized, consider using a daily planner or wellness journal to make sure you're looking after yourself. 🤝 Try to check in with friends and family, they will surely appreciate the gesture. Use this day to let them know that you're there for them, and to remind them how important their mental health is. If there is someone in your life who you are particularly concerned about, seek out relevant help to get them the professional support and therapy they require. 🎗️ On and around this date, it is common to see people wearing a ribbon in solidarity, to raise awareness, and to show their support. Others choose to take their support online by posting on social media with the hashtag hashtag#worldmentalhealthday ✳️ There are plenty of resources, charities, and organizations that are there to help including but not limited to: 1. The National Institute for Mental Health (NIMH) 2. American Foundation for Suicide Prevention (AFSP) 3. National Alliance on Mental Illness (NAMI) 4. Samaritans USA, or Canada Suicide Prevention Service (CSPS) Thank you to https://hubs.la/Q02SFpSl0 for the helpful information about this important day.

On Episode 175 of The Unique CPA, Randy Crabtree connects with John J Fenton, Executive Coaching who discusses his transformative journey from college athletics to public accounting to leadership coaching. John served as managing partner at BDO USA, and his experience of the profession drives his insights on leadership, employee engagement, trust, and progressing beyond the billable hour. John has drawn upon his time as a college athlete and his black belt certification to help him better appreciate the role of mindfulness and continuous self-improvement in effective leadership. Listen here: https://hubs.la/Q02RHCtg0

Looking back with Al-Nesha Jones. On episode 147 of The Unique CPA, Randy Crabtree chats with Al-Nesha Jones, founder of ASE Group, about her career transition, starting her own firm, and the lessons she learned to get it to where it is today. ASE Group serves as a beacon of DEI, employing full-time mothers and championing a four-day workweek with empowered employees and flexible schedules based on value billing that isn’t timesheet based. Al-Nesha discusses many of the stumbles she had along the way, resulting in improving firm processes, the role of advisory services, and creating a firm that truly allows for proper work-life balance. https://hubs.la/Q02SbcZM0

Looking back with Allan Koltin. On Episode 54 of The Unique CPA, Randy is joined by Allan Koltin, CPA, CGMA, the CEO of Koltin Consulting Group. With a laundry list of accolades, including Accounting Today‘s Top 100 Most Influential People in the Profession for over two decades running, Allan shares his insights into what he calls the “perfect storm” for why private equity firms are taking another shot at investing in accounting firms. He discusses with Randy the benefits to older and younger partners alike, and the danger for firms of being left behind if they don’t act decisively. https://hubs.la/Q02SbmTh0

Looking back with Eric Green: IRS Horror Stories (And How To Avoid Them) On Episode 128 of The Unique CPA, Randy welcomes tax attorney and author Eric Green, the founder of Tax Rep Network. Eric’s goal with Tax Rep Network is to help tax professionals build successful IRS representation practices. He shares stories, including one where he helped clients resolve large tax debts and avoid penalties, and another horror story that saw a preparer potentially on the hook for six figures. Eric provides valuable advice for tax season, such as considering collectability when filing returns with balances due. He discusses how Tax Rep Network supports members with extensive training, consulting support, and community resources. Click here to listen to the full episode https://hubs.la/Q02SbmVf0

Randy Crabtree is joined by Rafael Casas Director of Strategic Alliances and Partnerships at QuickFee, on Episode 173 of The Unique CPA. Rafael opens by explaining QuickFee’s mission to aid accounting and legal firms in accelerating AR while leading the way in the profession on thought leadership around mental health, AI and automation, technology, and more. Through these initiatives, Rafael hopes to elevate the accounting profession, and on those lines, he touches upon the value of intellectual curiosity, resourcefulness, and community collaboration. Listen to the full episode here: https://hubs.la/Q02RHdWt0 #podcast #accounting #theuniquecpa #tucpa #randycrabtree #trimerit

Episode 172 of The Unique CPA brings Jody Padar, The Radical CPA, into conversation with Randy Crabtree. They discuss the evolution of accounting technology, from the early days of cloud computing to the current advancements in artificial intelligence, all of which Jody has been at the forefront of. She shares her journey as an early adopter even back in the pre-internet days, her influential role in shaping accounting practices, and her current work at april, which develops innovative, AI-powered tax software. Stressing the importance of adapting to new tools and the potential future changes in accounting, Jody emphasizes the need for accountants to embrace these new technologies with the end goal being a happier profession with a healthier work-life balance. Listen to the full episode here: https://bit.ly/4dkvXfX #theuniquecpa #podcast #trimerit #randycrabtree #theuniquecpapodcast #accountingpodcast #accounting #ai #tax #taxsoftware #tech #technology

Today is international podcast day. In honor of today, we'd like to share our vision behind The Unique CPA, or what we'd like to call "TUCPA" and why we started the podcast. **Our goal is to keep you on the forefront of the changing face of public accounting by having conversations with fascinating leaders and bringing their stories, insight and advice. ** We'd like to take a moment to thank our PRODUCER Justin Grant for all the amazing work he does behind the scenes to keep the show running. We'd also like to thank all the guest SPEAKERS who join us week after week sharing their perspectives, insights, strategies and lives! Last, but certainly not least; we wouldn't be here if it weren't for our LISTENERS who tune in time and time again. Thank you for your support, your listens and shares and telling others about the podcast. Be sure you're subscribed on your favorite streaming service so you can stay up to date with our new episodes. Host: Randy Crabtree #internationalpodcastday #nationalpodcastday #tucpa #theuniquecpapodcast #podcast #accountingpodcast