The Unique CPA

People First and the Attitude of Gratitude


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Heath Alloway, growth partner at Sorren, returns to The Unique CPA on Episode 248 for a dynamic conversation with Randy about the evolving landscape of accounting firms and the power of intentional culture. Heath shares the story behind Soren's formation, a merger of thirteen firms driven by a vision for people-first leadership and meaningful growth. Although heavily focused on business development in his own role, Heath's focus here is on how advisory, leadership retreats, and an "attitude of gratitude" can sustainably transform both firms and individuals. Reflecting on the profession's capacity to give back more than you put into it, Heath and Randy mull over the challenges of integrating distinct cultures as well as the importance of vulnerability and connection, with their unifying trait being a genuine passion for helping others thrive in accounting and beyond.

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

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The Unique CPABy Randy Crabtree, CPA

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