Best Randy Crabtree Podcasts (2025)

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Small Firm, Big Heart: The People Side of Accounting 28:54

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1h ago28:54

28:54

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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The Power of Listening: Michael Ly on Transforming Sales in Accounting 32:19

8h ago32:19

32:19

Summary In this conversation, Michael Ly, founder of Reconciled, shares insights on the importance of listening in sales, the unique structure of his accounting firm, and how to build trust with clients. He emphasizes the need for accountants to ask the right questions and focus on client needs rather than just selling their own skills. The discuss…

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“Talk to Me, Not at Me:” Lessons from the Voice of the Chicago Bears 37:13

24m ago37:13

37:13

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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SPECIAL EPISODE: What the HIRE Act Could Mean for Outsourcing in the CPA World 18:26

6d ago18:26

18:26

SPECIAL EDITION: What the HIRE Act Could Mean for Outsourcing in the CPA World! On September 5th, Senator Moreno introduced the HIRE Act (Halting International Relocation of Employment Act)—a proposed bill that could impose a 25% excise tax on payments to foreign service providers when serving U.S. consumers. This could dramatically impact CPA firm…

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Beyond Perfection: Practical Content Strategies 44:54

20d ago44:54

44:54

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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Kane Polakoff: Scaling CAS with People, Process, and Platforms 22:31

13d ago22:31

22:31

In this episode, KC Brothers interviews Kane Polikoff, a seasoned expert in accounting services, discussing his extensive career journey and the evolution of Business Process Outsourcing (BPO) to Client Accounting Services (CAS). Kane shares insights on overcoming imposter syndrome, the importance of integrating technology in accounting, and the cr…

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From IT to Empowering the Accounting Community 35:41

27d ago35:41

35:41

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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65 - Is Culture Just a Buzzword or a Business Strategy? with Trisha Daho 22:57

29d ago22:57

22:57

Is your firm losing its people because your culture is more talk than action? In this episode of Business Beyond Borders, host Laurence Whittam welcomes Trisha Daho—a former Big Four partner and now a fractional Chief People Officer—to unpack what it really means to build and sustain a high-performing culture inside today’s CPA firms. They explore …

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Building a Growth Culture in Your Firm 29:48

1M ago29:48

29:48

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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Ryan Lazanis: Building a Future-Ready Accounting Firm 25:46

28d ago25:46

25:46

In this episode, KC Brothers interviews Ryan Lazanis, founder of FutureFirm, discussing the challenges accountants face in building scalable practices. Ryan shares his journey from running an online accounting firm to coaching others on achieving freedom and growth in their businesses. The conversation covers the importance of lifestyle, the role o…

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Bridging Journalism and Accounting 33:06

1M ago33:06

33:06

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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The PE Perspective 37:46

2M ago37:46

37:46

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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Adam Lean: Accounting with Impact, How to Become Indispensable 25:27

2M ago25:27

25:27

In this episode, KC Brothers interviews Adam Lean, who shares his unique journey from being an accountant to starting his own CFO advisory practice. Adam discusses the importance of cash flow for business success and how many business owners lack the financial knowledge to navigate their companies effectively. He emphasizes the need for accountants…

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The Double Win: Have It Both Ways 40:29

2M ago40:29

40:29

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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Jason Staats: AI, finding your niche, and leveling up your tech stack 47:43

2M ago47:43

47:43

In this engaging webinar turned into podcast, Jason shares insights on how accounting firms can grow and thrive in a rapidly changing landscape. He emphasizes the importance of specialization, the impact of AI, and the need for firms to adapt to market trends. The conversation covers common pitfalls, the role of private equity, and strategies for e…

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Keep Your Work and Personal Life in Balance 36:00

2M ago36:00

36:00

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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64 - Mastering Outsourcing: The CPA Firm Roadmap to Offshore Success 10:05

2M ago10:05

10:05

Struggling to make outsourcing work for your CPA firm? In this episode, host Laurence Whittam introduces the Mastering Outsourcing course—built from years of experience helping firms overcome offshoring challenges. Whether you’re exploring outsourcing or trying to improve your current strategy, this episode gives you the roadmap you’ve been missing…

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Tanya Baber: Empowering Teams in Tax Accounting 24:01

2M ago24:01

24:01

In this episode, KC Brothers interviews tax expert Tanya Baber, who shares her journey from a solo practitioner to leading a successful accounting firm. Tanya discusses her unique approach to work-life balance, empowering her team, and optimizing client experiences. She emphasizes the importance of continuous learning and adaptation in the ever-evo…

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Decoding the Reconciliation Bill: A Tri-Merit Expert Discussion 28:12

2M ago28:12

28:12

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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Leading from Within: Effective Communication 30:52

3M ago30:52

30:52

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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63 - Scaling Smart: Systems, Structure, and Sustainable Growth with Eli Raff 19:36

3M ago19:36

19:36

When is it time to stop doing and start owning your business? In this episode, Laurence Whittam sits down with Eli Raff, Operational Efficiency & Business Systemization Expert at Owner-Free Systems Advisory to explore the mindset shift—and operational strategy—needed to grow a firm beyond the founder. If you’ve ever felt like you can’t take a real …

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Renew Group: Breaking Free from the Broken Business Model 25:20

2M ago25:20

25:20

In this episode, KC Brothers speaks with Shannon Vincent and Colin Dunn, founders of Renew Group, about the challenges of traditional accounting business models and how to transition to a healthier, more sustainable approach. They discuss the importance of focusing on the right clients, setting appropriate pricing, and measuring success through met…

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SEO as a Key to Firm and CAS Development 29:00

3M ago29:00

29:00

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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62 - What Culture Really Takes: Inside Firms Managing Remote and Offshore Talent with Randy Crabtree 27:12

3M ago27:12

27:12

How do you build a thriving firm culture in a remote world—and why does vulnerability matter more than ever? In this episode of Business Beyond Borders, Laurence Whittam sits down with Randy Crabtree—CPA, co-founder of Tri-Merit Specialty Tax Professionals. Known for championing culture, mental health, and people-first leadership, Randy shares prac…

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Develop CAS from the Ground Up: Power Your Firm 32:56

3M ago32:56

32:56

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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61 - Inside the Offshore Shift: Lessons from a CPA Who Did It Differently with Ben Town 23:44

3M ago23:44

23:44

What does it take to build a high-performing offshore team from the ground up? In this episode of Business Beyond Borders, guest Ben Town shares how his frustrating outsourcing journey led to the creation of his own offshore team, now supporting firms. In this episode, you will be able to: Understand the stages CPA firms go through when exploring o…

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Reza Hooda: Unlocking Freedom in Accounting 30:49

3M ago30:49

30:49

In this episode, KC Brothers interviews Reza Hooda, an accounting firm owner and author of 'The Four Pillars'. They discuss the journey of accounting professionals towards achieving freedom through their practices, the challenges of traditional billing methods, and the importance of positioning and specialization in the industry. Reza shares insigh…

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Elevating CAS: Tech, Pricing and Growth 31:05

3M ago31:05

31:05

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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Conversations and Community: Inside Bridging the Gap 38:33

3M ago38:33

38:33

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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Debra Kilsheimer: Beyond Billable Hours 30:56

4M ago30:56

30:56

In this episode, KC Brothers interviews Debra Kilsheimer, a CPA and host of the podcast 'Bookkeepers on Fire.' Deborah shares her unique approach to accounting, emphasizing the importance of value-based pricing over traditional billable hours. She discusses her journey in the accounting profession, the significance of understanding client needs, an…

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The Power of Trust in Communication 33:45

4M ago33:45

33:45

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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Shift Happens: Redefining the Profession 42:20

4M ago42:20

42:20

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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Reorganization in Reverse: Transforming the Firm Model 31:14

4M ago31:14

31:14

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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60 - Beyond Billable Hours: The AI Marketing Revolution in Accounting with Kristofer Lenz 28:02

4M ago28:02

28:02

Is AI replacing marketers—or finally making them effective? In this episode of Business Beyond Borders, Laurence Whittam talks with Kristofer Lenz, Founder of Kailos Marketing Lab, about how AI is reshaping marketing for CPA firms—and why most firms are still missing the mark. In this episode, you will be able to: • Discover how AI accelerates cont…

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The Art of Selling with Michelle Weinstein 28:01

4M ago28:01

28:01

Michelle Weinstein returns for an inspiring conversation around the art of selling. She stresses the importance of having a solid sales process in a firm in order to increase profitability. Michelle notes that being prepared and confident in sales meetings can make a significant difference in transforming a firm.…

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Renewable Tax Credit Opportunities for Non-Profits 32:36

4M ago32:36

32:36

Randy Crabtree goes in-house with Tri-Merit’s Barry Devine, a veteran in the specialty tax incentive space, on Episode 211 of The Unique CPA. Renewable energy tax credits have come to the forefront as a way for nonprofits to fund community-strengthening projects, and Barry pulls from his extensive experience in leveraging these credits and incentiv…

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59 - What No One Tells You About Cultural Gaps in Outsourcing 17:29

5M ago17:29

17:29

Struggling with cultural friction in your offshore team? You’re not alone—and it’s more common (and fixable) than you think. In this episode of Business Beyond Borders, Laurence Whittam dives into one of the most overlooked reasons firms fail to scale their outsourcing success: cultural disconnects. In this episode, you’ll be able to: • Recognize c…

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Harnessing Sales and Business Development 30:49

5M ago30:49

30:49

Randy Crabtree connects with business development specialist Chris Cocca on Episode 210 of The Unique CPA. The President of Strategic Sales and former actively practicing CPA, Chris now specializes in helping accounting firms grow and scale by identifying and leveraging their rainmakers, implementing effective business development processes, and fo…

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58 - Helping Clients Choose: Growth, Niche, or Exit with Christine Nicholson 32:03

5M ago32:03

32:03

Is your firm missing the real advisory opportunity behind M&A? In this episode of Business Beyond Borders, Laurence Whittam sits down with UK-based exit planning expert Christine Nicholson to unpack what firms often overlook when guiding clients through succession and acquisition decisions. In this episode, you’ll be able to: • Understand why mid-s…

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Will Hill Explores Key Strategies for Firm Growth and Success 30:14

5M ago30:14

30:14

Will Hill emphasizes the importance of integrating advisory services into the accounting practice. He also discusses the impact that good healthy goals have on a firms production. KC and Will conclude the episode with a focus on how production over hours worked can lead firms to achieve both their professional and personal objectives effectively.…

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CPA, Impactful Advisor and More: Find Passion and Purpose 28:42

5M ago28:42

28:42

Randy Crabtree welcomes Geni Whitehouse, an influential figure in the accounting profession known for her diverse roles including founder of The Impactful Advisor, ITA president, and winery consultant, on Episode 209 of The Unique CPA. Geni talks about things that made a difference in her career trajectory, highlighting her transition from an unins…

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57 - Before You Outsource: How to Align Your Firm and Eliminate Resistance 20:17

5M ago20:17

20:17

Facing internal resistance to outsourcing? You’re not alone. In this launch episode of the Business Beyond Borders mini-series, host Laurence Whittam dives into one of the biggest barriers firms face when expanding globally—getting internal buy-in for outsourcing. Whether it’s resistance from partners, disconnected service lines, or uncertainty abo…

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Presenting the She Counts Podcast: Empowering Women in Accounting 42:18

5M ago42:18

42:18

Questian Telka and Nancy McClelland join Randy on Episode 208 of The Unique CPA to discuss their new podcast, She Counts, aimed at addressing the unique experiences of women in the accounting profession. The podcast will focus on authentic conversations with subject matter experts and leaders in the profession, with discussions about breaking throu…

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Jeremy Wortman Breaks Down Innovative Talent Strategies 26:05

5M ago26:05

26:05

Jeremy Wortman, an organizational psychologist, emphasizes the importance of emotional intelligence in the workplace, focusing on how it drives employee engagement and business growth. The conversation also offers practical strategies for improving leadership and organizational effectiveness within a firm.…

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The Power of Empathy in Leadership: Make a Difference 37:36

5M ago37:36

37:36

Randy hosts a very special Episode 207 of The Unique CPA, with now three-time guest Dawn Brolin. Dawn, the “Designated Motivator,” discusses her latest book, The Elevation of Empathy: Leading for the W.I.N., and she delves into how empathy transforms leadership, organizational culture, and mental health. Dawn’s impactful personal stories about deal…

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Navigating the Accounting Landscape: Explore Leadership 36:20

6M ago36:20

36:20

Randy Crabtree is joined by Annette Wehrli of Effectivity Consulting on Episode 206 of The Unique CPA to talk about aligning business strategy with people strategy. They discuss the significant challenge many accounting firms face: transitioning professionals from technical experts to effective leaders, the importance of identifying the right leade…

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56 - What Every CPA Firm Needs to Know About Operational Strategy 32:28

6M ago32:28

32:28

Are you focusing too much on outsourcing and not enough on what’s happening inside your firm? In this episode of Business Beyond Borders, Laurence Whittam sits down with Tavi Meketon to spotlight the Profit Team—a powerhouse group of operational leaders helping CPA firms become more efficient, forward-thinking, and future-ready. In this episode, yo…

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Must-Know Accounting Tech Trends with John Higgins 28:27

6M ago28:27

28:27

John Higgins, a CPA with a focus on technology discusses his extensive experience in helping CPAs understand and apply emerging technologies. He emphasizes the importance of strategic investment in continuing professional education, especially with the rapid advancements in AI.By Canopy

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Bridging the Gap in the Accounting Community 31:32

6M ago31:32

31:32

Randy Crabtree concludes his conversation on community with Nancy McClelland, The Dancing Accountant, on Episode 205 of The Unique CPA. They focus particularly on the vital role bookkeepers play in the accounting world, and the importance of collaboration between them and tax professionals. This, along with creating effective systems, are keys to b…

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55 - The Talent Flood: How Senior Accountants Are Shaping the Job Market 26:23

6M ago26:23

26:23

Thinking about outsourcing, but unsure how involved your firm needs to be? In this episode of Business Beyond Borders, Laurence Whittam and Shrinivas Gangesh Karthikeyan of GKM Global Services Pvt Ltd dive into how firms can successfully navigate outsourcing—without getting bogged down in cultural or operational headaches. In this episode, you’ll b…