You don't have to be an accountant to know that tax season is their busiest time of year. In this episode, David Radke, President and Managing Partner of Williams & Company, shares his experience of having a stroke just as tax season was beginning, and the important factors that came into play to keep the firm - and his recovery - running smoothly. Get the full show notes and more resources at https://TheUniqueCPA.com

Mueller prides itself on thinking outside the box. This entrepreneurial spirit is perfect given that most of the firm's clients are unique business owners with unique services and products. In this episode, CEO/ President, Dave Nissen, shares some of the many ways in which Mueller's willingness to be unique has helped the firm to expand and become an international presence while maintaining close relationships with clients. Get the full show notes and more resources at https://TheUniqueCPA.com

t might seem difficult to come up with anything that is exciting about state and local tax (SALT). In this episode, tax lawyer and CPA Jordan M. Goodman, shares some of the challenges that make it interesting. In particular, he discusses how changes in the world have a direct and immediate impact on tax laws, and offers examples of new situations that offer opportunities to create new laws. Get the full show notes and more resources at https://TheUniqueCPA.com

We are living in globally unprecedented times. No one is immune from the impact that Coronavirus is having on the world. In this episode, host Randy Crabtree interviews six leaders and experts in the world of accounting and finance who offer suggestions and insights on how accounting firms can deal with the many issues and challenges that are arising as a result of the virus.

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

In this episode, Jennifer Lee Wilson explains the relationship between change and convergence coaching, and how it impacts business, technology, accounting, leadership and management. She also shares some significant information regarding attraction and retention, examining your business model, and why it is essential to rethink promotion requirements.

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

In this episode, Jeremy Clopton, Director at Upstream Academy, shares his insights on the dangers of using generational labels, and discusses some of the benefits of people working together with various ages, skills and experience. He has extensive experience in data analytics and fraud prevention, and he is also passionate about the value brought by each generation in the workforce.

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

Sometimes tax services and credits change in ways that benefit businesses but they can't help if we aren't aware of them. In this episode, Randy Crabtree, CPA, discusses special services that could significantly impact how much your clients save on taxes. With more than 30 years' experience to his credit, Randy has worked closely with top company executives on tax planning and preparation.

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

It's one thing to build a successful business and maintain it at that level. Expanding it is quite another. It won't happen if you've got an "If it ain't broke, don't fix it" mentality. In this episode, Sam Allred, Director at Upstream Academy, shares his inspiring insights on stepping out of your comfort zone, embracing change, and challenging yourself and your team in order to create a high-performing firm.

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

It's not enough to give clients what they want. It's also important to give them what they need. Being a trusted advisor and consultant for your clients can help you to go above and beyond in your efforts to best serve them. In this episode, Richard Kopelman, CEO and managing partner of Aprio, explains the importance of bringing head and heart to the table, which boosts not only the client's business but your own, too.

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

In the world of accounting, it is essential to be diligent about risk management and protecting client information, especially during mergers and acquisitions.

Stephen Vono is Senior Vice President of McGowanPro; formerly NAPLIA. Since 1996 he has focused on Professional Liability Insurance and Risk Management for accounting firms. His primary aim is to lower the exposure to litigation for accountants and CPA firms.

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