The Unique CPA

Randy welcomes Michael Haynes, go-to-market specialist and Director of Listen Innovate Grow, on Episode 198 of The Unique CPA. Michael explains how accounting firms can transition from transactional to advisory services, focusing on the importance of understanding client needs and conducting internal analysis to create a comprehensive go-to-market strategy. Michael instructs firms to identify their niche, develop the relevant advisory services, and leverage existing expertise for growth, as he stresses the importance of depth of expertise and strategic client engagement, shedding light on various advisory offerings and revenue opportunities.

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Randy Crabtree welcomes Megan 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.

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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 through isolation, challenging industry norms, both providing and receiving support and practical advice, #MeToo, mentorship, vulnerability, the importance of DEI, and more. Launching She Counts in mid-May, Questian and Nancy understand the need for intentional change in hiring and promotion practices and invite both women and men to join these important conversations through the podcast.

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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, which aids accountants in becoming strategic partners rather than mere compliance officers, Carlos emphasizes the importance of curiosity, empathy, and trust in interactions with both clients and your team, and delves into the impact of language on trust building. The Reframe Conference takes these important ideas into its mission to rebrand the accounting profession as innovative and forward-thinking.

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The Unique CPA returns for Episode 161 with host Randy Crabtree welcoming Dave Olsen, founder and CEO of Nimbl and Nimbl Staffing. Dave delves deep into the essential elements of leadership, culture, and growth that have fueled Nimbl's success, including his transition from a Big Four auditor to a trailblazing business leader, building a thriving remote team across the U.S., Canada, and the Philippines.

Dave identifies his evolution from an accounting “technician” to a leader as a key aspect of his growth and success, and highlights the importance of cultivating a strong people experience (PX) and client experience (CX). Nimbl’s innovative strategies ensures the company remains adaptable and resilient, and Dave shares numerous actionable insights on fostering exceptional team culture and achieving sustainable growth.

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