On Episode 144 of The Unique CPA, Randy Crabtree chats with Tim Petrey, CEO of HD Growth Partners and White Glove Payroll. They delve into the impact of Private Equity on accounting through an examination of the newly announced strategic partnership between HD Growth Partners and ASCEND. Tim strongly believes that the Private Equity model provides for a new paradigm in the accounting profession, and with the right partnership, a progressive firm with solid foundations of corporate culture and client service can grow precipitously, powered by Private Equity’s “rocket fuel”, and safeguard itself against the “coming storm” that will affect the prospects of everyone across the profession in the coming years.

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On Episode 143 of The Unique CPA, Randy Crabtree chats with Amy Vetter about her diverse roles both inside and outside her career life, and the value of authenticity. A CPA, a yoga instructor, a technology business executive, an author, and more, Amy discusses her experiences with identity and career transitions, and the Business Balance Bliss concept she constructed as a result. Amy goes into her work at the B³ Method Institute, her achievements as a Certified Speaking Professional, and the programs she’s developed to make work-life “harmony,” rather than just balance, an achievable goal for CPA firms.

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On Episode 142 of The Unique CPA, we take a look back at Tri-Merit’s Live Chat featuring Randy Crabtree, Nick Pantaleo, and Dan Chodan discussing the changes in the Employer Retention Credit (ERC), the impact of the moratorium, and the benefits of the amnesty and voluntary disclosure programs for the coming year. They delve into the Tax Relief for American Families and Workers Act of 2024, risks of litigation, and the importance of detailed filing. They conclude with an analysis of the new bill's expanded aspects and the need for voluntary disclosure.

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On Episode 141 of The Unique CPA, join Randy Crabtree as he takes a dive into the dynamic world of accounting marketing with the insightful Karen Reyburn of The Profitable Firm. As a CPA turned marketing guru, Karen shares her expertise on effective client education, the power of niche marketing, and how accountants can leverage AI to transform their practices. Explore the importance of understanding your audience, the benefits of choosing a specific focus, and how to ensure your firm stands out in a crowded market. Whether you're looking to refine your marketing strategy or you’re curious about the future impact of tech, this episode is full of actionable advice and forward-thinking ideas.

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On Episode 140 of The Unique CPA, fellow podcast host Ed Kless of the Sage Thought Leadership podcast and The Soul of Enterprise with Ron Baker, talks to Randy about the importance of the shift from traditional to value-based pricing, knowing your target market, and the fact that what you are offering is access to knowledge, not a service. They delve into the implementation of subscription pricing and transitioning from a generalist to a specialist or niched firm.

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Matthew May, the president of Acuity, returns to The Unique CPA on Episode 139, and he gives Randy the insider’s perspective on Benefit Corporations, better known as B Corps. Acuity started the process of being recognized as a B Corp in 2020, and Matthew talks about the community that surrounds B Corps, the employee-centric image being a B Corp projects, and the difficulty that faces service firms that wish to become B Corps because they don’t have physical supply chains.

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On Episode 138 of The Unique CPA, Randy Crabtree chats with Greg Kyte about his unusual journey in accounting. From the controversies around the CPE available for listening to his Drunk Ethics podcast, as well as Oh My Fraud, another podcast Greg co-hosts, they discuss the importance of finding a niche in accounting in order to make yourself, and your work, more interesting—which has a cascading beneficial effect on everything you do.

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The first episode of The Unique CPA in 2024, Episode 137, features Jason Blumer of Blumer CPAs, Thriveal, and Deeper Weekend. Jason started Thriveal to support accounting firm owners by building a community and resources for them to seek support. As he tells Randy, this led to Deeper Weekend, his exclusive annual conference for around a hundred accounting firm owners. The event fosters peer learning and relationships through workshops and socializing, with the fundamental idea behind it being that people have had successes and mistakes before you and there are always things to discover by building connections with them.

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Episode 136 of The Unique CPA features Ilya Radzinsky, co-founder of TaxDome, talking to Randy about how TaxDome’s practice management platform helps accounting firms organize their work, clients, and teams in an efficient yet easy-to-use way. TaxDome streamlines workflows, provides visibility for managers, and creates a professional client experience through their secure online portal. Ilya also shares insights on embracing technology to add value for clients and how in addition to the increase in efficiency, digitizing a practice can increase its sales value.

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Episode 135 of The Unique CPA features the important topic of mental health in the accounting profession. Gaynor Meilke talks to Randy about her experience with mental health struggles from a young age and how she now helps others, including children, tackle their challenges. She provides insights into the stressors accounting professionals face and signs of burnout. Randy also opens up about his personal journey with mental health after experiencing a stroke. They emphasize the importance of self-care, finding your passions, and getting help when needed. Through this candid conversation, they both hope to shine a light on a longstanding problem facing not just the accounting profession, but people in all walks of life.

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