On Episode 194 of The Unique CPA, Randy Crabtree chats with Kelly Rohrs, founder of her own CPA firm and co-host of the podcast From Zero to Millions: Accounting Edition. Kelly shares her journey from working in a traditional CPA firm to establishing her own practice and the strategies she employed to make it a success, such as leveraging LinkedIn for exposure and building authentic relationships. Kelly has been recognized by CPA Practice Advisor, earning a spot on their 'Top 40 Under 40' list. She shares insights on boundary setting and discusses her efforts to support other professionals through her mastermind groups, known as Fiscal Minds, and her podcast. Kelly also emphasizes the importance of openness to innovation, fostering community, and maintaining work-life balance as keys to her ongoing success. Click here to listen: https://hubs.la/Q03cwZ5j0 #tucpa #theuniquecpa #theuniquecpapodcast #podcast #accounting #40under40
The Unique CPA Podcast
金融服务
Schaumburg,Illinois 979 位关注者
The Unique CPA keeps you updated on changes in the accounting industry by bringing you experts' stories and advice.
关于我们
The Unique CPA is the show where we’re going beyond compliance into forging new pathways of delivering value to clients, diversifying your revenue streams, and leading-edge management techniques and styles. We’re keeping you at the forefront of the changing face of public accounting with fascinating leaders, bringing you their stories and advice inside the accounting industry.
- 网站
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https://tri-merit.com/podcasts/
The Unique CPA Podcast的外部链接
- 所属行业
- 金融服务
- 规模
- 1 人
- 总部
- Schaumburg,Illinois
动态
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Catch Randy on his latest podcast feature!
Bit of a wild day today but my episode with Randy Crabtree is live! ?????? Come learn about Randy's journey in the profession and how relentlessly focused he is on making accounting enjoyable and, dare I say, FUN. I have learned so much from this conversation and truly got value from it myself after re-listening to it and I hope you do the same. We talk about all the accounting industry goodness: ?Building firms ?Toxic cultures ?Old School mentality ?Buying and selling firms ?Building brands and creating conferences Come check this episode out and please make sure to check out the Bridging the Gap conference by Tri-Merit where I will be attending in July as well! Thank you so much for coming through, Randy Crabtree it was an absolute pleasure and I hope everyone gets value from this one!
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David Hartley joins Randy on Episode 193 to kick off 2025 with a chat about a timely topic: The profession’s future and looking forward to the key things that will drive change within accounting. The Partner in Charge of Advisory at Anders CPAs and Advisors, David hits on the shift towards advisory services, emphasizing innovation and the future readiness of firms. Outlining Anders’ proactive approach to strategic planning, compensation transparency, and technology integration, Dave also highlights the mental health and work-life balance initiatives at the firm while delving into the evolving importance of value over billable hours in the accounting industry. Link in comments below ??
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?? Megan Genest Tarnow?? explains the concept of fiscal sponsorship and its benefits, discussing tools like Ribbon which help streamline nonprofit administration. If nonprofits intersect your accounting world this is an episode you don’t want to miss. Link to the full episode in comments below: ?? #tucpa #theuniquecpa #theuniquecpapodcast #podcast #accounting #nonprofit
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Randy Crabtree welcomes ?? Megan Genest Tarnow?? on Episode 192 of The Unique CPA to discuss Megan’s unique niche: the intersection of nonprofits and QuickBooks. A speaker, trainer, and Top 100 Pro Advisor, Megan has lent a hand to numerous nonprofits over the years and even developed a Facebook group for nonprofit finance that boasts over 11,000 members. She explains the concept of fiscal sponsorship and its benefits, discussing tools like Ribbon which help streamline nonprofit administration, and she and Randy go over hypothetical and real-life examples of nonprofit operations and sponsorship, showcasing the vital aspects and potential challenges in running a nonprofit. If nonprofits intersect your accounting world this is an episode you don’t want to miss. Link to the full episode in comments below: ?? #tucpa #theuniquecpa #theuniquecpapodcast #podcast #accounting #nonprofit
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?? ???????????????? ?????? ??????: ?????????? ???????????????? ???? ???????????? ???????????? & ?????????????? ???? ???????????????????? Randy Crabtree recently joined host Gary DeHart, on the Insightful Accountant's Podcast. Randy discusses how his passion of mental and physical well-being has helped shape the Bridging the Gap Conference.?If you're in the #accounting industry, then you know burn-out too well. Listen to learn how this conference fosters community, innovative practices, and sponsorship opportunities. Listen to the full episode: https://lnkd.in/gV-YdG9U
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Loren Fogelman joins Randy Crabtree on Episode 191 of The Unique CPA to reveal her keys to enhance accounting firm owners’ earning potential while reducing their hours. Loren shares actionable strategies including her Raise Your Rates formula and Good, Better, Best pricing model to help accountants price their services effectively. Underscoring the need for accountants to recognize their own value, Loren and Randy stress the need to adopt new pricing models to achieve a better work-life balance and financial success. Click here to listen to the full conversation: https://lnkd.in/gHQP7ncV #tucpa #theuniquecpa #theuniquecpapodcast #podcast #accounting #worklifebalance #pricingmodel
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Josh Malancuk, CPA, CMI highlights how most businesses overpay on taxes due to a lack of expertise in reviewing property tax assessments and compliance, in particular states where the rules differ significantly from most others. Listen to the full episode here: https://hubs.la/Q0356Dzr0 #tucpa #theuniquecpa #theuniquecpapodcast #podcast #accounting
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Join Randy in his conversation with Josh Malancuk, CPA, CMI, a state property tax specialist, on Episode 190 of The Unique CPA. Josh discusses his role and the complexities of property tax reductions for businesses. He highlights how most businesses overpay on taxes due to a lack of expertise in reviewing property tax assessments and compliance, in particular states where the rules differ significantly from most others. Josh explains the importance of bringing in specialists to find savings and ensure accurate assessments, with 20% savings across the board not an uncommon result when collaborating in this fashion. Listen to the full episode here: https://hubs.la/Q0355jKH0 #tucpa #theuniquecpa #theuniquecpapodcast #podcast #accounting
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Randy Crabtree, founder of the BTG Conference, shares his personal passion for wellness and why it remains the heartbeat of this incredible event year after year. ??♂?? Have you signed up yet? If not, ask yourself… what’s holding you back from prioritizing your well-being and growth? Learn more today and take the first step towards something truly transformative. ?? ?? https://hubs.la/Q0390H7_0 #btg25 #Wellness #accounting #notyouraverageaccountingconference #trimerit