The Unique CPA

著者： Randy Crabtree CPA
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  • 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.
    Copyright 2019 - 2024 Tri-Merit, LLC
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  • QuickFee and the Empowerment of Accounting Firms

    QuickFee and the Empowerment of Accounting Firms
    2024/08/20

    Randy Crabtree is joined by Rafael Casas, Director of Strategic Alliances and Partnerships at QuickFee, on Episode 173 of The Unique CPA. Rafael opens by explaining QuickFee’s mission to aid accounting and legal firms in accelerating AR while leading the way in the profession on thought leadership around mental health, AI and automation, technology, and more. Through these initiatives, Rafael hopes to elevate the accounting profession, and on those lines, he touches upon the value of intellectual curiosity, resourcefulness, and community collaboration.

    Get the full show notes and more resources at TheUniqueCPA.com
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    26 分
  • Tech and the Future of Accounting: A Chat with The Radical CPA

    Tech and the Future of Accounting: A Chat with The Radical CPA
    2024/08/13

    Episode 172 of The Unique CPA brings Jody Padar, The Radical CPA, into conversation with Randy Crabtree. They discuss the evolution of accounting technology, from the early days of cloud computing to the current advancements in artificial intelligence, all of which Jody has been at the forefront of. She shares her journey as an early adopter even back in the pre-internet days, her influential role in shaping accounting practices, and her current work at april, which develops innovative, AI-powered tax software. Stressing the importance of adapting to new tools and the potential future changes in accounting, Jody emphasizes the need for accountants to embrace these new technologies with the end goal being a happier profession with a healthier work-life balance.

    Get the full show notes and more resources at TheUniqueCPA.com
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    22 分
  • Full Send Redux: A Year in Review

    Full Send Redux: A Year in Review
    2024/08/06

    Randy welcomes back Roman Villard from Full Send Finance for Episode 171 almost a year after the recording date of Roman's first appearance on The Unique CPA. They discuss the progress and growth Full Send has seen in nearly a year, including updates on new service lines, team expansion, and a re-focus of how to track what progress actually means for the firm and its clients. Roman stresses that looking at internal operations over revenue metrics means that they are measuring something that is more impactful than just making money for the firm, and discusses the successful implementation of a data intelligence vertical. They also touch upon maintaining a strong company culture and the positive impact of letting go of a major client for the sake of team well-being.

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

あらすじ・解説

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.
Copyright 2019 - 2024 Tri-Merit, LLC
マネジメント リーダーシップ 経済学
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