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Randy Crabtree Podcasts

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The Unique CPA

Randy Crabtree, CPA

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Over more than five years and 200 episodes, The Unique CPA has blossomed from "just an accounting podcast" into a community of thriving accounting professionals. With personal fulfillment and energizing, passionate work at the top of our list of priorities, we're keeping you at the forefront of the changing face of public accounting through conversations with fascinating leaders who understand that the one constant in the accounting profession is change: Change in our approach to the demands ...
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The Shift Spotlight!

The Shift Spot

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We shine a light on CEO's, business owners, visionaries and the EOS®️ community and the amazing gifts and talents you bring, so others can grow and lean from the best! We are actively searching for podcast guests who can bring their inspiring stories to light. 🕯️We'd love to showcase your journey! LEARN MORE & APPLY TODAY ➡️www.ShiftSpotlight.com⬅️ Intro and outro music is from #Uppbeat (free for Creators!): https://uppbeat.io/t/hartzmann/still-love License code: 5ZS1HYX3HXYXZ1J9
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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/
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✨ Beyond Titles — Leading with Heart, Honesty, and Humanity ✨ In this powerful episode of The Shift Spotlight™, we sit down with Randy from Tri-Merit, whose story redefines what real leadership looks like. After a stroke changed his life 11 years ago, Randy rebuilt not just his health—but his entire approach to leadership—around authenticity, joy, …
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✨ Every Business Has a Story — But Only a Few Know How to Tell It ✨ In this thought-provoking episode of The Shift Spotlight™, we sit down with Paul Furiga, Chief Storyteller at Vendilli, the newly merged full-service marketing, PR, and digital powerhouse redefining how brands connect, communicate, and convert. A former journalist turned storytelli…
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Lori Zukin's path began in a small-town family drugstore, where work and love blurred together behind the counter. Years later, after earning a PhD in industrial and organizational psychology, she found herself coaching leaders at Booz Allen Hamilton and, eventually, guiding the transformation of Baker Tilly's executive team. On Episode 235 of The …
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When the pandemic shuttered her thriving travel and Airbnb businesses overnight, Allanté Collier faced a crossroads, and she tells Randy all about that journey and more on Episode 234 of The Unique CPA. Instead of retreating, Allanté rebuilt from scratch, this time designing a business that could weather any storm. Sharing the hard-won lessons behi…
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✨ From Refugee to CEO — How Judith Built a Legacy of Leadership, Grit & Heart ✨ In this powerful episode of The Shift Spotlight™, we sit down with Judith, founder and CEO of Clean Club Calgary, whose extraordinary journey from a refugee camp in Italy to leading a thriving cleaning company and training center in Canada is a true testament to resilie…
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✨ From Code to Conversions — How Tom Malesic Built Websites That Actually Work ✨ In this powerhouse episode of The Shift Spotlight™, we sit down with Tom Malesic, CEO of EZ Solution, whose 25+ year journey from early web developer to marketing and IT leader is a masterclass in growth, grit, and staying ahead of the curve. Back in 1996, Tom launched…
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Episode 233 of The Unique CPA centers on Dr. Kristy Short's raw account of living with anxiety, depression, and burnout throughout her 25-year accounting career. Kristy tells Randy about the origins of her struggles, from her first "spiral" in her 20s—marked by relentless work, academic pressure, and suicidal ideation—to her more recent breakdown i…
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✨ Beyond Wealth Management — Building Legacies That Last ✨ In this insightful episode of The Shift Spotlight™, we sit down with Jim from SG Advisors, who reveals how the best family offices go far beyond managing money—they orchestrate every part of your financial life like a championship team. Jim pulls back the curtain on what true comprehensive …
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Erica Goode, the "15 Hour Accountant" and host of the Consultants & Money Podcast, joins Randy Crabtree on Episode 232 of The Unique CPA and proves you can build a thriving, six-figure accounting firm without sacrificing your life. From burnt out Big Four auditor and Fortune 50 finance director to solo firm owner, Erica now earns over $200K a year …
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✨ From Focus & Balance → Leading Without Burning Out ✨ In this episode of The Shift Spotlight™, we sit down with Angélique, who brings the 🔥 with wisdom-packed metaphors on what it really takes to stay sharp, balanced, and effective as a leader—without burning out. She shares powerful insights every entrepreneur and executive needs to hear, includi…
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✨ From Growth for Growth’s Sake → Building Real Enterprise Value ✨ In this episode of The Shift Spotlight™, we sit down with Rufus Cressend, a seasoned financial planner who, after 28 years in the field, has one mission for business owners: stop chasing growth for growth’s sake and start building true enterprise value. Rufus shares why so many entr…
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Small firms are facing a new era, and on Episode 231 of The Unique CPA, Randy sits down with Steve Shein, the co-founder of Franklin Alliance, to talk about a new partnership model in the profession. Steve shares his journey from capital markets to building a collaborative network that grants firms access to capital, while they maintain their indep…
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Forget everything you know about the billable hour. On Episode 230 of The Unique CPA, Randy Crabtree welcomes Chris Vanover, CEO of CPA Club, who's rewriting the rules of accounting with a subscription-based model and a bold focus on quality management. Learn how Chris and his team work directly with firms to tackle new compliance standards, champi…
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✨ From Pandemic Pivot to Fractional CMO — Driving Full-Stack Results ✨ In this must-listen episode of The Shift Spotlight™, we sit down with Rajat Kapur, a Fractional CMO who helps middle-market brands achieve measurable growth without bloated retainers. Rajat shares how he turned post-pandemic uncertainty into actionable leadership strategies—and …
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Randy Crabtree welcomes John Jordan, a small firm owner from Raleigh, North Carolina, and fellow member of the Intuit Tax Council, for Episode 229 of The Unique CPA. John shares his journey from working at large and regional accounting firms to founding his own people-focused practice, where building lasting client relationships is at the heart of …
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✨ From Agency Owner to EOS Champion — A Story of Growth ✨ In this energizing episode of The Shift Spotlight™, we sit down with Ryan, who reveals how implementing EOS® reshaped his agency’s culture, strengthened his team, and set the stage for lasting success. From navigating the rise of AI to building authentic, long-term client relationships, Ryan…
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✨ From Engineer to Attorney — A Journey of Resilience ✨ In this eye-opening episode of The Shift Spotlight™, we sit down with Loyd, whose path from chemical engineering to law was anything but typical. From navigating Hurricane Katrina to advocating for clients facing brain cancer insurance claims, Loyd shares the lessons that shaped his career—and…
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What do accountants and NFL broadcasters have in common? More than you might think. The Unique CPA goes in an entirely different direction on Episode 228 to kick off the football season, with host Randy Crabtree joined by Jeff Joniak, the iconic voice of the Chicago Bears, for a conversation that's equal parts practical wisdom and behind-the-scenes…
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Randy welcomes Hank Berkowitz, founder of HB Publishing and Marketing, for an insightful conversation on content, communication, and credibility in the accounting profession on Episode 227 of The Unique CPA. With over 25 years of experience helping CPAs and financial advisors amplify their voices, Hank shares practical strategies for building thoug…
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🔥 How Valerie Built a Soulful Vacation Rental Empire with EOS® What do self-help books, short-term rentals, and a powerhouse all-female leadership team have in common? Valerie. In this episode of The Shift Spotlight™, we sit down with Valerie Gangas, founder of Juniper Holiday and Home and author of two transformation-focused books, to explore how …
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What happens when an IT pro with an entrepreneurial streak transforms a side hustle into a thriving accounting firm? On Episode 226 of The Unique CPA, Tony Proctor, founder and principal of Proctor & Associates, talks to Randy about how he built Proctor & Associates from the ground up, navigated the high-stakes acquisition of a legacy practice, and…
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🎨 From Solo Designer to Business Visionary: Christi’s Journey on The Shift Spotlight™ What happens when a creative visionary builds a booming business and stays true to her values? On this episode of The Shift Spotlight™, we sit down with Christi Barbour, who grew her design practice from a one-woman show into a thriving team of 17 delivering comme…
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Episode 225 of The Unique CPA features Amy Franko, the author of the Amazon Bestseller The Modern Seller and a leading expert in sales strategy for professional services. Though covering a broad range of topics, Randy dives deep with Amy into the challenges and opportunities accounting firms face when building a strong sales and growth culture, not…
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🔥 How Leonard Lynskey Turned a Business Crash into a Comeback with EOS® On this episode of The Shift Spotlight™, we sit down with Leonard Lynskey — pharmacist-turned-EOS® Implementer and the guide behind some of today’s most remarkable business turnarounds. After scaling his own business at lightning speed, Leonard hit a wall. The crash was hard, b…
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Gail Perry, Editor-in-Chief of CPA Practice Advisor Magazine, joins Randy Crabtree on Episode 224 of The Unique CPA. Gail's fascinating four-decade career began as an aspiring musician, shifted to journalism, and ultimately led her to become a CPA, author of 34 books, and the owner of a small tax practice in Indianapolis. She shares stories of her …
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🔥 How Barrie Cohen Left Burnout Behind—and Built a PR Agency That Actually Gets Results On this episode of The Shift Spotlight™, we sit down with Barrie Cohen—scuba diver, founder of Barrie Cohen PR, and the strategist behind some of today’s most visible brands. After walking away from a toxic job, Barrie didn’t just start a business—she redefined …
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Randy Crabtree welcomes Alex Drost, Managing Principal of Connection Builders, to discuss the evolving landscape of private equity in the accounting profession on Episode 223 of The Unique CPA. They delve into Alex's background in investment banking and his insights into how private equity is transforming accounting, and they spend time going over …
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✨ From Backstage Passes to Boardrooms — Tarra’s Wild Ride to Entrepreneurial Success. ✨ In this powerhouse episode of The Shift Spotlight™, we sit down with Tarra, founder of Take It Easy Group, whose journey from personal assistant to rock legends to powerhouse business strategist is anything but ordinary. From chasing vanity metrics to rebuilding…
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Courtney De Ronde, co-founder and CEO of Forge Financial and Management Consulting, joins Randy for Episode 222 of The Unique CPA. Courtney's groundbreaking approach to the accounting profession, with an emphasis on physical and mental well-being, efficiency, and a healthy work-life balance, takes center stage as she shares her journey from working…
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✨ Creative Vision Meets Strategic Execution — Without the Burnout. ✨ In this high-energy episode of The Shift Spotlight™, we sit down with Andy Atkins, founder of 730 Eddy Studios, to unpack what it really takes to lead a creative team, scale a growing business, and stay grounded as a visionary. From battling overwhelm to finding flow, Andy brings …
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Randy Crabtree welcomes Nick Boscia, The Balanced CPA, to Episode 221 of The Unique CPA. Perhaps unsurprisingly considering that moniker, Nick, like Randy, is a big advocate of maintaining balance in your work and personal life, and they focus their discussion on using modernization and technology to improve that balance. Nick joined his father's C…
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✨ Business Isn’t Just Systems — It’s a Human Transformation. ✨ In this powerful episode of The Shift Spotlight™, we sit down with Kevin Hundal, EOS® Implementer and visionary leader, who’s helping founders and leadership teams break through resistance, scale smarter, and lead with heart. From redefining core values to energizing entire leadership t…
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✨ Marketing Isn’t a Quick Fix — It’s a Strategy. ✨ In this powerful episode of The Shift Spotlight™, we sit down with Jennifer Lawrence, a marketing leader who’s scaling with intention, not just hustle. From growing a team to navigating EOS®, AI, and leadership transitions, Jennifer shares what it really takes to lead with radical candor—and why au…
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We have a very special Episode 220 of The Unique CPA for our listeners, focused on the massive changes brought about by the newly passed Reconciliation bill. Michael Warady moderates a discussion between Randy Crabtree and Phil Williams, and these Tri-Merit experts provide insights on immediate expensing for R&D, adjusting cost segregation strategy…
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🚀 What happens when neuroscience meets EOS®? In this transformative episode of The Shift Spotlight™, we sit down with Brent Stromwall, a technical consultant-turned-EOS® Implementer, who brings a unique lens to leadership, emotional maturity, and sustainable organizational change. Drawing from neuroscience, Brent breaks down the root causes of team…
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🚨 Tired of surprise legal bills derailing your business? In this eye-opening episode of The Shift Spotlight™, we sit down with Andrew Legrand, attorney and founder of Spera Law, to explore how he’s revolutionizing legal services with a subscription-based model built for modern businesses. From breaking the mold of hourly billing to helping $1M–$30M…
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We're looking forward to Bridging the Gap 2025 at The Unique CPA, and on Episode 219, Randy sits down with Denise Thomas, founder of the Effective Communication Coach, about her journey into effective communication and leadership. With over two decades of experience working with Fortune 500 companies and educational institutions, Denise shares insi…
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In this truth-telling episode of The Shift Spotlight™, Winter Paskins sits down with branding expert Justin Bieganek, Founder of Mercury Creative Group, to unpack what your brand is really saying—and why it might not be what you think. From ditching vanity logos to aligning your brand with real business outcomes, Justin doesn’t hold back on what it…
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On Episode 218 of The Unique CPA, Randy Crabtree concludes the ongoing CAS block by welcoming Jeremy Estey, founder of AmberSky Marketing. They diverge from the pure CAS discussions of the first two episodes of the block, turning their focus to digital marketing for accounting firms, with an emphasis on niche marketing and SEO. Jeremy has built his…
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In this high-impact episode of The Shift Spotlight™, we sit down with Andrew Reichert, CEO of Birgo, to unpack how he’s flipping the script on real estate—with purpose, grit, and a billion-dollar vision. From disrupting workforce housing to writing the book on prioritizing what matters most, Andrew gets real about scaling, leading, and making missi…
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We continue our special CAS block on The Unique CPA as Kane Polakoff, the Client Advisory Services Practice Leader at CohnReznick, joins Randy on Episode 217. Kane has nearly three decades of experience in starting CAS practices, and they discuss the evolution, challenges, and best practices in building and managing CAS. Kane goes into significant …
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🎉 EPISODE 100 is here! 🎉 On this special milestone episode of The Shift Spotlight™, we’re celebrating big—with bold leadership insights from the brilliant Meghan Hickman. From navigating politics to building powerhouse companies, Meghan brings the heat 🔥with practical tools, mindset shifts, and real-talk every leader needs right now. ✨ Inside this …
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Episode 216 of The Unique CPA kicks off a three-episode CAS block, starting with Randy Crabtree's conversation with Christine Triantos. Christine, who has over 30 years of experience as one of the trailblazers of CAS within the profession, discusses its fundamentals, differentiating it from traditional accounting services like bookkeeping and write…
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On this episode of The Shift Spotlight™, we’re asking a bold question: Are Fierce Conversations the Key to Bold Leadership? Host Winter Paskins sits down with Dan Yates, CEO of Endeavor Bank, to explore how intentional leadership, emotional intelligence, and smart systems like AI and EOS® are shaping the future of banking—and leadership as a whole.…
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Randy Crabtree welcomes Terrell Turner back to The Unique CPA for his third appearance in anticipation of the upcoming Bridging the Gap Conference 2025 in Denver, Colorado, July 22nd-24th. Terrell will be interviewing several participants this year as well as giving his own talk, as he did each of the first two years, and he and Randy take this opp…
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Randy Crabtree connects with Carlos Garcia, co-founder of the Reframe Conference with his brother, former Unique CPA guest Hector, on Episode 214. Carlos's focus is on transforming how accounting professionals communicate with clients by promoting confidence and clear messaging. Sporting a certification in the "Exactly What to Say" methodology, whi…
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🎙️ On this episode of The Shift Spotlight™, we’re exploring how strategic outsourcing and workforce optimization can completely transform a business. Host Winter Paskins sits down with Reuben Brennan, CEO of PeoplePartners, to unpack how he turned a struggling training company into a global outsourcing powerhouse—and how other leaders can do the sa…
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Mike Whitmire returns to The Unique CPA to share his unique perspective on the profession on Episode 213. The co-founder and CEO of FloQast, Mike talks to Randy about the expansion and shift in responsibilities for controllers and others within accounting, going beyond traditional functions to include operational efficiency and strategic planning. …
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🎙️ On this episode of The Shift Spotlight™, we're uncovering how fast-growing companies scale their marketing—without hiring a full-time CMO. Host Winter Paskins sits down with Jennifer Zick, founder of Authentic Brand, for a powerful conversation on marketing strategy, leadership clarity, and what it really takes to grow without burning out. 💥📈 ✨ …
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On Episode 212 of The Unique CPA, Randy Crabtree digs into an extraordinary alternative firm model with Jacob Schroeder, the founder and CEO of Ascend Consulting. In addition to balancing multiple businesses, Jacob's entrepreneurial journey has been informed by his passion for innovation and invention in the context of the accounting profession. Ja…
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