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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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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エピソード
  • Crashing Through Accounting's Upper Limit Problem

    Crashing Through Accounting's Upper Limit Problem
    2024/12/24

    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. Having transitioned from sports psychology to business coaching, Loren emphasizes the similarities between athletes and growth-minded firm owners, translating these similarities into concepts like value-based pricing and the importance of moving away from hourly billing to enhance earning potential without increasing hours worked. 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.


    Get the full show notes and more resources at TheUniqueCPA.com
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    30 分
  • Hidden Value: The Gem of Property Tax Strategy

    Hidden Value: The Gem of Property Tax Strategy
    2024/12/17

    Join Randy in his conversation with Josh Malancuk, 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 tax assessments and compliance, especially 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.

    Get the full show notes and more resources at TheUniqueCPA.com
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    29 分
  • Succession Success: Navigating Business Transition

    Succession Success: Navigating Business Transition
    2024/12/10

    On episode 189 of The Unique CPA, Randy is joined by Anthony Venette of DeJoy to discuss the intricacies of succession, gift, and estate planning. Anthony shares insights from his career journey, emphasizing the importance of strategic planning for business continuity and ownership transfer, and he delves into succession planning's critical aspects, such as defining goals, internal vs. external transitions, and the impact of current legal landscape changes. Anthony outlines practical approaches for CPAs and offers examples of successful engagements, highlighting how important it is for just about any CPA to engage in early and ongoing planning to optimize outcomes for their clients.

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

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