The Unique CPA

著者： Randy Crabtree CPA
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  • 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.
    Copyright 2019 - 2024 Tri-Merit, LLC
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あらすじ・解説

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.
Copyright 2019 - 2024 Tri-Merit, LLC
マネジメント リーダーシップ 経済学
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エピソード
  • Harnessing the Future: Technology's Role in Advisory

    Harnessing the Future: Technology's Role in Advisory
    2024/11/12

    On Episode 185 of The Unique CPA, Randy digs into advisory platforms with David Snider, CEO and founder of Harness Wealth. Harness is one such platform making waves in the profession, and David, in discussing his journey from the real estate tech industry to tax and wealth management, explains how these worlds linked together for him to found Harness. Sharing his understanding of how technology can improve the efficiency and effectiveness of tax advisors, helping them to better serve their clients, David spotlights various industry challenges, the importance of specialization, and the need for innovation in the tax advisory space, all of which he has addressed in creating a unifying platform that can aid advisors in client acquisition and managing their practices more efficiently.

    Get the full show notes and more resources at TheUniqueCPA.com
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    32 分
  • From Overwhelm to Empowerment: A Burnout Breakthrough

    From Overwhelm to Empowerment: A Burnout Breakthrough
    2024/11/05

    Randy Crabtree returns to a very personally important topic to him, burnout, on Episode 184 of The Unique CPA. He sits down with specialist Anna Lovell-Nesmith to discuss the pervasiveness of burnout among accounting professionals. Anna shares her insights on recognizing and managing burnout, emphasizing the importance of time management, prioritization, and personalized strategies, which she provides through her work as a burnout specialist. Randy stresses the importance of creating awareness, and they agree it’s vital to seek help when you need it and find joy both inside and outside of the office. No matter where you feel you are mentally, this is one episode you won’t want to miss.

    Get the full show notes and more resources at TheUniqueCPA.com
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    31 分
  • Passion and Innovation: Transform the Profession

    Passion and Innovation: Transform the Profession
    2024/10/29

    Randy Crabtree engages in an enlightening discussion with Hitendra Patil, seven-time Accounting Today Top 100 Most Influential Person, on Episode 183 of The Unique CPA. The President of Global F&A Services for Datamatics Business Solutions, Hitendra is an author and speaker who, like Randy, seeks to improve accounting as a whole. Highlighting the talent shortage and the evolving landscape of the profession amidst technological advancements and AI, Hitendra emphasizes the value of better narratives around the profession, especially as they relate to AI. He points at value pricing, client experience, outsourcing, and adapting business models as keys forward.

    Get the full show notes and more resources at TheUniqueCPA.com
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    25 分

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