The Unique CPA is the show where we’re going beyond compliance into forging new pathways of delivering value to clients, diversifying your revenue streams, and leading edge management techniques and styles. We’re keeping you at the forefront of the changing face of public accounting with fascinating leaders, bringing you their stories and advice inside the accounting industry.
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The Accounting Flow Podcast is a deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas.
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All sorts of topics about accounting and small business advisory from multiple sources that Hector has been recorded in
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
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Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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On The Tech Talk for Accountants Show Andrew Lassise shares helpful tips for accountants and the technology issues they face. Join Andrew and his occasional guests on our weekly episodes. For more information visit us at https://tech4accountants.net/ Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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The Abundant Accountant Podcast is where accounting and tax professionals come to learn the most efficient and powerful ways to grow their firm, sharpen their skills, and have consistent increasing revenue. We cover topics from networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth! You’ll learn tips and strategies as well a ...
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Don’t forget to check out ScalingNewHeights.com for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit https://www.woodard.com/podcast
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Randy Crabtree: Stress Management for Overworked Accountants
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With Seth Fineberg for CPA Trendlines Randy Crabtree, perhaps best known as the host of The Unique CPA Podcast, tells Seth Fineberg in this episode of Tax Chat '24 that tax practitioners can avoid tax-season burnout with just a few simple shifts in their workflows. MORE CRABTREE: Follow These 3 Rules to Keep Employees Happy More takeaways: – Practi…
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Episode 373: Randy Crabtree - Inside the 2nd Annual Bridging the Gap Conference
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In this episode, I got to sit down with Randy Crabtree, the co-founder of Tri-Merit Specialty Tax, Host of the Unique CPA Podcast and Bridging the Gap Conference, and Keynote Speaker. We discussed Randy’s background in accounting and what led him to start Tri-Merit. He shares the overview of the upcoming Bridging the Gap Conference in Chicago and w…
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Accounting ARC: Where in the World Are You Seeing This?
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From bullet trains to ski slopes, accountants embrace the freedom of remote work. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In an era where remote work is becoming increasingly prevalent, professionals are discovering the freedom and flexibility to work from virtually anywhere. EPISODE NO…
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Art Werner, Quick Tax Tip: Estate Planning Strategies — Advanced Techniques and Tools
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Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd. Get more Art Werner at cpatrendlines.com here: https://cpatrendlines.com/author/art-werner/ Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals. Werner…
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3 Things Holding Back the Accounting Industry w/Seth Fineberg
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Today's guest, Seth Fineberg, a veteran in the accounting industry and founder of Accountants Forward, shares insights on how firm leaders can lead by example to move the profession forward. He discusses his career journey and current services, emphasizing the importance of instituting positive practices in the industry. Tune in to learn from Seth'…
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Steve Yoss, Quick Tech Talk: Digging into Statistical Analytics with Microsoft Excel
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Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…
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Steve Yoss, Quick Tech Talk: Creating Powerful and Effective Presentations Using Microsoft PowerPoint
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Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…
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On Episode 169 of The Unique CPA, Randy Crabtree connects with Katie Thomas, founder of Leaders Online, a marketing firm focused on business-to-accountants (B2A) services. They discuss Katie's journey from her entrepreneurial childhood to her professional experience in a Big Four accounting firm and her eventual venture into establishing Leaders On…
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Adam Lean: Get Out of the Accountant’s Trap
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Be unstoppable without sacrificing your soul. The Disruptors With Liz Farr Like many of today’s younger accountants, Adam Lean didn’t want to be relegated to the back office recording history and focused on compliance but wanted to have an impact by helping businesses grow. “I didn't want to just be that person that just recorded the fact that the …
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Vimal Bava: Grow in Your Journey; Don’t Just Go Through It
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Humans are the most advanced supercomputers, but there’s no user manual. The Disruptors From the CPA Trendlines network With Liz Farr Like many who start out in public accounting, Vimal Bava didn’t initially question the status quo of our high-stress profession where long hours and little time for self-care are the norm. Part of that stress was a p…
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Episode 375: Amy Vetter - Achieving Work-Life Harmony with the B3 Method
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In this episode, I explore the B3 Method (business, balance, and bliss) for achieving work-life harmony with special guest Amy Vetter, a CPA, entrepreneur, and yoga teacher. Amy shares her journey from a traditional accounting career to incorporating yoga and mindfulness into her life and business practices. She discusses the importance of self-ass…
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Quick Tax Tip With Art Werner What are we really trying to accomplish in the area of fringe benefits? We're really trying to find a way to create what I call pseudo-compensation. CPE Webinar: Maximizing Fringe Benefits Strategies for Business and Personal Needs in 2024 and Beyond Wednesday, July 31 9 AM ET / 6 AM PT 8 Credits With Art Werner, J.D. …
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Tax Chat: Eric Green Reveals The Tax Rep Guide to Tax Season
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Seth Fineberg With Eric Green Renowned tax attorney Eric L. Green delivers a roadmap for seizing tax resolution opportunities this tax season in the new video from last week's first Tax Chat of the year, hosted by Seth Fineberg. MORE TAX SEASON: FTC Nails TurboTax for ‘Free Filing’ Scam | Offer Your Tax Clients Other Services | Higher Fees to Start…
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Steve Yoss, Tech Talk: Data Integrity for a Digital World
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Quick Tech Talk With Steve Yoss CPE Today Today, most companies leverage six to 12 main systems inside their companies, including operations such as accounting, inventory, HR, payroll, and more. That's why it's critical to have a digital source of truth or a central system that can be trusted to deliver accurate information. Click here for more Ste…
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The Process to Achieve More Freedom in Your Accounting Firm with Geraldine Carter
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Send us a Text Message. Are you constantly bogged down by the never-ending demands of your accounting firm? Struggling to find time for yourself amidst the chaos? Feeling overworked and overwhelmed is common among accounting professionals. The stress of juggling multiple tasks and tight deadlines can leave you with little to no freedom. It's time t…
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Redefining Your Balance: Vital Insights at Bridging the Gap 2024
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For our third and final bonus episode of The Unique CPA, Rob Brown from The Accounting Influencers talks to Kasidy Kersey and Robb Zbierski about their upcoming appearances at Bridging the Gap 2024. Kasidy, the founder of Marina Bay Yoga, will be the Wellness Coordinator for this year's Wellness Room, reprising her role from the 2023 edition. Bring…
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7 Accounting Firm Acquisitions in Nine Years w/ Cory Gayman, CPA
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On this episode of Growing Your Firm, host David Cristello welcomes Cory Gayman, CPA, the CEO/CFO/Founder of JCG Tax & Advisory Firm. Cory shares insights on establishing common ground with entrepreneurs, addressing the accounting talent shortage, improving accounting efficiencies, and navigating the world of virtual firms. Tune in for valuable tip…
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Creating Value and Community in Your Firm
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Join Randy Crabtree on Episode 167 of The Unique CPA as he talks with Jake Kessenich, former COO and Partner at Encurio, about their recent rebranding journey, developing niche markets, and unique pricing strategies. Jake shares his insights into their industry transition, client relationships, and the importance of aligning personal values with bu…
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Episode 138 | Mastering Service Pricing: Insights From Eric Green
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In this episode of the Abundant Accountant podcast, Michelle Weinstein is joined by tax attorney and IRS representation expert Eric Green. Dive into service pricing strategies as Eric shares his insights on how to price your services effectively. Learn how to transition from hourly billing to relationship pricing, ensuring you get paid what you're …
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Episode 374: Orin Schepps - Streamlining Accounting Processes with Consultance
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In this episode, I got to sit down with Orin Schepps, the CEO & Founder of Consultance, who believes in the power of financial clarity and strategic insights to drive organizational and business success. Today we discuss the role of technology in modern accounting practices, covering the challenges and solutions associated with implementing and man…
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Art Werner: Strategies in Charitable Giving: Unveiling Financial and Estate Planning Techniques
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Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of Werner-Rocca Seminars Ltd., a professional education firm. Get more Art Werner at cpatrendlines.com here: https://cpatrendlines.com/author/art-werner/ Werner’s lecture topics and specialties include business, tax, financial, and estate planning for high-net-worth individuals. …
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Geraldine Carter: Why Charging More Is Better for Your Clients
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Do the work you love for clients who value your expertise. The Disruptors With Liz Farr Geraldine Carter wants accountants to get off the treadmill of working too many hours for too little pay. Her new book – Down to 40 Hours – will help accountants achieve the “utterly reasonable” goal of working only 40 hours a week. 13 MORE TAKEAWAYS: More Geral…
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Redefining Your Balance: Prominent Contributors to Bridging the Gap 2024
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On this second bonus episode of The Unique CPA, host Rob Brown from the Accounting Influencers Podcasts returns to preview the Bridging the Gap Conference 2024, scheduled for July 22-24 in Rosemont, Illinois. This time, he is joined by speakers Nancy McClelland, Kristen Keats, Seth Feinberg, and Dawn Brolin as they discuss their roles and sessions …
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Accounting ARC: Decoupling DEIB - A Nuanced Approach with Jina Etienne
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Accounting ARC With Donny Shimamoto Center for Accounting Transformation JOIN: July 16 free webinar, “The DEI Journey of Accounting Professionals – A Research Study Analysis.” Jina Etienne, CPA, CGMA, CDE, stands out as a beacon of change in the constantly evolving landscape of the accounting profession. As a CPA and Certified Diversity Executive, …
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On Episode 165 of The Unique CPA, Randy Crabtree talks Bridging the Gap 2024, highlighting the vital support of Diamond Sponsor FreshBooks with guest Laura Crean. Laura serves as Partner Program and Education Manager at FreshBooks, and she dives into her journey from Ireland to Canada as well as her role in FreshBooks' exciting new ventures, partic…
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From the Front Lines: Special Guests at Bridging the Gap 2024
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On this special bonus episode of The Unique CPA, host Rob Brown from The Accounting Influencers Podcasts interviews prominent speakers of the upcoming Bridging the Gap Conference 2024, set to take place from July 22-24 in Rosemont, Illinois. Featured guests include Chad Davis, Roman Villard, Al-Nesha Jones, and Hitendra Patil, who share their backg…
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Moving from Local to National, Designing Culture for Working Moms, Acquisition Offers w/Katie Lilly
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In this episode of the Growing Your Firm Podcast, host David Cristello welcomes back Katie Lilly of Lillyfield Accounting Solutions. Katie discusses the transformative changes her firm has undergone since her last appearance on the show, pre-COVID. She shares insights on her firm's transition from serving primarily local clients to expanding region…
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Dan Luthi, Partner at Ignite Spot Outsourced Accounting joins Randy for Episode 163 of The Unique CPA. They discuss the importance of corporate culture in maintaining a positive work environment, through highlighting Dan's journey at Ignite Spot, his approach to leadership, and how a supportive culture can attract and retain top talent. Dan explore…
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Episode 372: Eric Mangold - Increasing Revenue: The CPA-Financial Advisor Alliance
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In this episode, I got to sit down with Eric Mangold, the founder of Argosy Wealth Management. We discuss the challenges CPAs face and how financial advisors can work collaboratively with accountants to benefit clients. We also talk about increasing revenue, AI, growing client portfolios, decreasing tax liability, and how financial advisors do thin…
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Episode 137 | A Case Study On Business Transformation: From Despair To Profitability With Tommy Taylor
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Imagine working long hours, feeling overwhelmed, and barely making ends meet in your own accounting firm. That was the reality for Tommy Taylor before a dramatic turnaround. In this episode, Tommy shares his inspiring journey of transforming his business from a place of despair to one of joy and profitability with the help of The Abundant Accountan…
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Episode 140 | How To Master Tax Plan Sales After Previous Challenges With Dominique Molina
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Selling tax plans involves more than offering routine tax services; it’s about strategically positioning proactive planning that can deliver substantial benefits to clients. In this episode, expert CPA Dominique Molina, founder of the American Institute of Certified Tax Planners, joins Michelle Weinstein to reveal how to overcome past failures and …
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Jody Grunden Says Subscription Pricing Plays a Game Changer
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Get rid of the noise of hourly billing and create value. The Disruptors With Liz Farr For over a decade, Jody Grunden, CPA, has been doing things that many firms are just now discovering. Summit Virtual CFO (now part of Anders) offers weekly subscription-based pricing as a fully remote firm, and their main offering is virtual CFO services or, in to…
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How to Understand the Health of Your Accounting Firm with Streamlined Systems in Place
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Send us a Text Message. In this episode, host Roman Villard, CPA, chats with Timothy Wingate Jr., founder, and president of G+F Business & Financial Consulting, about the essential topic of maintaining a healthy accounting firm. They touched on: Why streamlined processes are game-changers for accounting firms How to spot and fix those pesky workflo…
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With Jasmine DiLucci (Tax Attorney): Fighting Bad Tax Advice
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Follow Jasmine: youtube.com/@taxleverage instagram.com/taxleveragejd taxleverage.com
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Inspiring All Generations: Mental Health Advocacy
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Randy Crabtree welcomes Francesca Reicheter, founder and president of Inspiring My Generation, to Episode 162 of The Unique CPA. Francesca shares her personal journey with mental health challenges from a young age, including her experiences with anxiety, depression, and bipolar disorder, and the importance of mental health awareness, strategies to …
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Episode 371: Jackie Meyer - Tax Planning in the Digital Age
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In this episode, I got to sit down with Jackie Meyer, CPA, doctoral candidate, and founder of TaxPlanIQ. She has a passion for blessing accounting firms with health, wealth, and relationships via results-driven coaching, consulting, and tech. Our discussion focuses on proactive tax planning services and strategies for accountants.The conversation a…
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Accounting ARC: Breaking Barriers - How Becky DuPree's Love for Data Analytics and Her Identity Shaped Her Professional Path
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"Coming out was not an option at that time in public accounting." Accounting ARC With Donny Shimamoto Center for Accounting Transformation Rebecca "Becky" DuPree, an experienced accountant and auditor, shares her compelling journey on the latest Accounting ARC, hosted by Donny Shimamoto, CPA.CITP, CGMA. With 17 years in public accounting and intern…
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Building Diverse Accounting Teams, Vaca's During Tax Season, & More w/ Nayo Carter-Gray
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On this episode of Growing Your Firm, host David Cristello welcomes back Nayo Carter-Gray, owner of 1st Step Accounting. Nayo, an enrolled agent and Advanced Certified QuickBooks Online Pro Advisor, is known for making accounting less taxing. The conversation also covers the importance of diversity and inclusion in various aspects of business, sett…
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Steve Yoss, Tech Talk: Blockchain and Regulatory Compliance for Tax, Accounting and Finance Professionals
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Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…
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The Unique CPA returns for Episode 161 with host Randy Crabtree welcoming Dave Olsen, founder and CEO of Nimbl and Nimbl Staffing. Dave delves deep into the essential elements of leadership, culture, and growth that have fueled Nimbl's success, including his transition from a Big Four auditor to a trailblazing business leader, building a thriving r…
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How QBO Developers should think w/ Anita Koimur (COO LiveFlow)
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LiveFlow is one of the hottest QBO apps out there, I pick Anita's brain about the pricing of the app, how they think about user feedback & development, and how AI will shape 3rd party reporting apps for QBO Check out www.liveflow.io
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Accounting ARC: Forecasting Finance & the 2034 Accounting Landscape
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Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In this episode of the Accounting ARC podcast, hosts Byron Patrick, Liz Mason, and Donny Shimamoto explore predictions for the accounting profession over the next decade. They discuss the accelerating pace of technological change, the rise of nich…
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Episode 136 | Leading Edge Strategies: Propel Your Firm To Success With Ron Baker
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Staying at the leading edge is essential for sustained success and growth, requiring constant innovation, strategic foresight, and a commitment to staying ahead of the curve. Join host Michelle Weinstein as she welcomes Ron Baker, the founder of VeraSage Institute and radio talk show host. Ron guides firm owners to stay at the leading edge of their…
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Fogelman: Stop Undercharging and Be Client-Centered
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Stop letting your business and career "suck the life out of you." The Disruptors From the CPA Trendlines network With Liz Farr Loren Fogelman is on a mission to help accountants and bookkeepers build businesses that “don’t suck the life out of you.” As Fogelman says, “How much can you actually give up your personal life before it's not sustainable …
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REFRAME 2024: Money Conversations w/ Carlos Garcia Jr. & Carolyn Strauss
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Episode 5 of this 8-part webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024 NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw Topics that will be covered in this series: Communications strategy with clients…
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Hitting $800K in Year 1, Building Culture, and more w/ Randy Crabtree
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In this episode of Growing Your Firm, host David Cristello interviews Randy Crabtree, a top influencer in the accounting industry. Randy, co-founder of Tri-Merit, discusses R&D, tax credits, and cost segregation, sharing insights on the success of his firm. Tune in for a valuable conversation on creating a culture of value and importance in the wor…
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Steve Yoss, Tech Talk: A.I. Automation Tools for Tax, Accounting and Finance Professionals
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Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…
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Top Recruitment and Retention Tactics for Scaling Your Accounting Firm with Long-Lasting Teams (Randy Crabtree)
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Send us a Text Message. In this insightful episode, Roman Villard, CPA, sits down with Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, to discuss the critical elements of building lasting teams. As firms scale, the challenges of recruiting and retaining top talent become paramount. Randy shares his proven strategies…
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The Intersection of Tech Security and Accounting
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Bridging the Gap Conference 2024 is July 22–24, 2024, is Rosemont, Illinois, and on Episode 160 of The Unique CPA, Randy interviews Andrew Lassise, founder of Tech4Accountants, now a part of Rightworks, a platinum sponsor of the conference. Andrew and Rightworks specialize in cybersecurity and compliance in accounting. With their expertise, they he…
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The realities and opportunities beyond Big 4 firms. With Donny Shimamoto, Liz Mason, and Byron Patrick Center for Accounting Transformation The new episode of Accounting ARC, "Busting the Big 4 Myth," offers various perspectives on accounting careers. Hosts Donny Shimamoto, CPA, CITP, CGMA; Byron Patrick, CPA, CITP, CGMA; and Liz Mason, CPA, share …
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