Bästa Full Send Finance podcaster (2024)

1
Leadership from Unusual Sources 28:36

6d ago28:36

28:36

On Episode 175 of The Unique CPA, Randy Crabtree connects with John J. Fenton who discusses his transformative journey from college athletics to public accounting to leadership coaching. John served as managing partner at BDO USA, and his experience of the profession drives his insights on leadership, employee engagement, trust, and progressing bey…

1
What's Left for the ERC? Exploring the Situation 35:00

13d ago35:00

35:00

It’s once again time to dive into the ERC and update the profession on its current status! Nick Pantaleo joins Randy Crabtree for a special live streamed Episode 174 of The Unique CPA where they delve into the Employee Retention Credit’s journey. The two experts review the current state of play, with everything from legal updates, to IRS interpreta…

1
QuickFee and the Empowerment of Accounting Firms 25:35

20d ago25:35

25:35

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…

1
Tech and the Future of Accounting: A Chat with The Radical CPA 22:23

27d ago22:23

22:23

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 b…

1
Full Send Redux: A Year in Review 34:16

1M ago34:16

34:16

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 f…

1
The Full Send Approach: Accounting Success 28:22

1M ago28:22

28:22

Roman Villard joins Randy Crabtree for Episode 170 of The Unique CPA to discuss his social media marketing approach and his founding of Full Send Finance. In a conversation recorded nearly a year ago, Roman discusses establishing his niche: Seed to Series B, primarily tech, startups. The key for Roman is his passion for working with early-stage com…

1
The Big Idea: Strategic Marketing 32:52

2M ago32:52

32:52

On Episode 169 of The Unique CPA, Randy Crabtree connects with Katie Thomas, founder of Leaders Online, a marketing firm focused on business-to-accountants (B2A) services. They discuss Katie's journey from her entrepreneurial childhood to her professional experience in a Big Four accounting firm and her eventual venture into establishing Leaders On…

1
Redefining Your Balance: Vital Insights at Bridging the Gap 2024 20:32

2M ago20:32

20:32

For our third and final bonus episode of The Unique CPA, Rob Brown from The Accounting Influencers talks to Kasidy Kersey and Robb Zbierski about their upcoming appearances at Bridging the Gap 2024. Kasidy, the founder of Marina Bay Yoga, will be the Wellness Coordinator for this year's Wellness Room, reprising her role from the 2023 edition. Bring…

1
Creating Value and Community in Your Firm 27:26

2M ago27:26

27:26

Join Randy Crabtree on Episode 167 of The Unique CPA as he talks with Jake Kessenich, former COO and Partner at Encurio, about their recent rebranding journey, developing niche markets, and unique pricing strategies. Jake shares his insights into their industry transition, client relationships, and the importance of aligning personal values with bu…

1
Redefining Your Balance: Prominent Contributors to Bridging the Gap 2024 30:01

2M ago30:01

30:01

On this second bonus episode of The Unique CPA, host Rob Brown from the Accounting Influencers Podcasts returns to preview the Bridging the Gap Conference 2024, scheduled for July 22-24 in Rosemont, Illinois. This time, he is joined by speakers Nancy McClelland, Kristen Keats, Seth Feinberg, and Dawn Brolin as they discuss their roles and sessions …

1
Collaborative Accounting with FreshBooks 35:24

2M ago35:24

35:24

On Episode 165 of The Unique CPA, Randy Crabtree talks Bridging the Gap 2024, highlighting the vital support of Diamond Sponsor FreshBooks with guest Laura Crean. Laura serves as Partner Program and Education Manager at FreshBooks, and she dives into her journey from Ireland to Canada as well as her role in FreshBooks' exciting new ventures, partic…

1
From the Front Lines: Special Guests at Bridging the Gap 2024 28:10

2M ago28:10

28:10

On this special bonus episode of The Unique CPA, host Rob Brown from The Accounting Influencers Podcasts interviews prominent speakers of the upcoming Bridging the Gap Conference 2024, set to take place from July 22-24 in Rosemont, Illinois. Featured guests include Chad Davis, Roman Villard, Al-Nesha Jones, and Hitendra Patil, who share their backg…

1
Creating a Thriving Corporate Culture 35:05

2M ago35:05

35:05

Dan Luthi, Partner at Ignite Spot Outsourced Accounting joins Randy for Episode 163 of The Unique CPA. They discuss the importance of corporate culture in maintaining a positive work environment, through highlighting Dan's journey at Ignite Spot, his approach to leadership, and how a supportive culture can attract and retain top talent. Dan explore…

1
The Techstars Journey ft. Chelsea Lamego, Co-Founder at FundMiner 30:28

2M ago30:28

30:28

Key Takeaways: Initial Inspiration: Chelsea's experience at UTEP, dealing with technological gaps, motivated her to create FundMiner. Market Validation: She validated the market need through her network and professional organizations. Partnership: Finding a skilled partner was crucial to the success of FundMiner. Raising Capital: Early fundraising …

1
Inspiring All Generations: Mental Health Advocacy 28:04

3M ago28:04

28:04

Randy Crabtree welcomes Francesca Reicheter, founder and president of Inspiring My Generation, to Episode 162 of The Unique CPA. Francesca shares her personal journey with mental health challenges from a young age, including her experiences with anxiety, depression, and bipolar disorder, and the importance of mental health awareness, strategies to …

1
Leadership, Culture, Growth: Insights 30:56

3M ago30:56

30:56

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 r…

1
The Intersection of Tech Security and Accounting 44:31

3M ago44:31

44:31

Bridging the Gap Conference 2024 is July 22–24, 2024, is Rosemont, Illinois, and on Episode 160 of The Unique CPA, Randy interviews Andrew Lassise, founder of Tech4Accountants, now a part of Rightworks, a platinum sponsor of the conference. Andrew and Rightworks specialize in cybersecurity and compliance in accounting. With their expertise, they he…

1
Mind Over Stress: Managing Your Accounting Brain 28:30

3M ago28:30

28:30

Host Randy Crabtree welcomes Dawn Goldberg to Episode 159 of The Unique CPA. The author of The Smarter Accountant, Dawn shares her journey in public accounting, working for major firms like Deloitte Touche and Ernst & Young, and explains how understanding our own cognitive processes can lead to a less stressful, more productive tax season—and year-…

1
Passion and Experience: Building a Niche Firm 39:50

3M ago39:50

39:50

On Episode 138 of The Unique CPA, join host Randy Crabtree as he chats with Timothy Wingate Jr., founder of G+F Business and Financial Consulting, about his journey from wanting to be the next Doogie Howser to creating a niche accounting practice focused on the construction industry. Timothy’s father worked in construction, so his experience runs d…

1
Value First: 40 Hour Weeks 40:23

4M ago40:23

40:23

Geraldine Carter rejoins Randy for a second appearance on The Unique CPA for episode 157. Geraldine recently published her book, Down to 40 Hours, as a more accessible guide to many of the principles she stresses in her coaching: Achieving efficiency and work-life balance through understanding client value, strategic pricing, niching, and more. She…

1
Finding Balance: From Burnout to Wellness 52:23

4M ago52:23

52:23

Randy Crabtree welcomes Lauren Baptiste to Episode 156 of The Unique CPA. A kindred spirit on the topic of mental health for professionals, Lauren shares her profound journey from CPA burnout to work-life balance. Her actionable insights into recognizing burnout, lifestyle changes, and redefining productivity in the accounting profession could very…

1
SALT and the Increasing Demands of the States 32:38

4M ago32:38

32:38

On Episode 155 of The Unique CPA, Randy Crabtree talks to SALT expert Jordan Goodman about various state and local tax issues including market-based sourcing, the impact of the pandemic on remote workforces, the ongoing implications of the Wayfair decision, and nuances of passthrough entity tax laws. Always an enthusiast, Jordan takes the complexit…

1
Building a NEW Venture Ecosystem // Emma Clark, COO at Sweater Ventures 42:51

4M ago42:51

42:51

Transforming Venture Capital: The Sweater Ventures Journey with COO Emma Clark In this in-depth conversation, Emma Clark, COO of Sweater Ventures, shares her journey from a background in FinTech and her pivotal role at Recurly to join Sweater Ventures, aiming to democratize access to venture capital. Through self-reflection on her pathway and exper…

1
A Vision for Breaking the Mold in the Profession 35:06

4M ago35:06

35:06

On Episode 154 of The Unique CPA, Randy Crabtree engages in a far reaching discussion with Alan Whitman, former CEO at Baker Tilly, who now serves as an advisor and coach to professionals. They delve into the necessary evolution of the accounting profession, exploring themes of innovation, breaking traditional molds, and fostering a sustainable and…

1
One Step at a Time: Making Tech Work for You 42:29

5M ago42:29

42:29

Byron Patrick of the B³ Method Institute joins Randy for Episode 153 of The Unique CPA, and they delve into Byron's transition from an “okay accountant” to a technology expert. Byron is passionate about well-being and its interplay with the profession, and he and Randy discuss the key that technology can improve efficiency, which eliminates the str…

1
Maximizing Value in Your Niche 30:48

5M ago30:48

30:48

Randy Crabtree sits down with Chris Farmand of Small Batch Standard on Episode 152 of The Unique CPA. They delve into the complexities and financial management gaps in the brewing industry, and how that relates to niching principles generally: the importance of deep relationships, industry concentration, and adapting to market changes. Lead generat…

1
Founder Navigating Pivots, Fires, and Apricots. 49:31

5M ago49:31

49:31

S02:03 - Founder Navigating Pivots, Fires, and Apricots. This is a story about Founder vision and why it's imperative to stay aligned with your ethos, vision, and values. We dive into an exploration of Copycat's evolution from a Hollywood-sourced copywriting company to a full fledged narrative agency. As a Founder, Shawn has developed a stronger Fo…

1
Not Just the Endgame: Exit Planning 30:06

5M ago30:06

30:06

On Episode 151 of The Unique CPA, Darryl Bates-Brownsword joins Randy Crabtree to discuss the importance of succession planning and its associated challenges. They delve into the benefits of early exit planning, with Darryl identifying the transition from selling hours to value-based service offerings as a key obstacle. Ultimately, exit planning is…

1
A Modern Firm for Modern Startups 36:08

5M ago36:08

36:08

Curt Mastio, who established Founder’s CPA, joins Randy for Episode 150 of The Unique CPA. They delve into Curt's transition from Big Four to his own firm, the complexities of dealing with the blockchain and crypto industries, and FinTech niche and the unique challenges it presents for accountants. They also discuss modern firm practices, tax plann…

1
The Ideal Practice Model 37:14

6M ago37:14

37:14

On Episode 149 of The Unique CPA, Joe Woodard joins Randy to discuss hot topics like the Private Equity revolution in accounting and the Scaling New Heights conference coming up in Orlando in June. Joe introduces the Woodard Ideal Practice Model, a multi-partite plan for firms to both determine and differentiate their services, and he offers wisdom…

1
The Evolving Role of State Societies 37:41

6M ago37:41

37:41

Randy Crabtree talks to Jen Cryder, CEO of PICPA, the Pennsylvania Institute of Certified Public Accountants, on Episode 148 of The Unique CPA. They discuss the role of state societies in accounting, with a focus on bringing some of the ideas that larger firms have come up with to smaller firms and adapting those ideas to fit. Jen draws on her exte…

1
How to Found the Firm You Want 39:36

6M ago39:36

39:36

In this episode, Randy Crabtree chats with Al-Nesha Jones, founder of ASE Group, about her career transition, starting her own firm, and the lessons she learned to get it to where it is today. ASE Group serves as a beacon of DEI, employing full-time mothers and championing a four-day workweek with empowered employees and flexible schedules based on…

1
Carving Your Own Path: From Academia to Tax 39:04

6M ago39:04

39:04

On Episode 146 of The Unique CPA, Randy Crabtree is joined by Jeremy Wells, founder of JWellsCFO, to discuss Jeremy’s transition from grad school and earning a PhD, into a teaching career in academia, then changing careers mid-stream, resulting in him earning and maintaining both his EA and CPA. Jeremy’s and his transition from teaching to tax advi…

1
Conferences and Community: Bringing Accountants Together 36:12

7M ago36:12

36:12

Randy Crabtree welcomes Accounting Today Editor-in-Chief Dan Hood back to The Unique CPA on Episode 145 to discuss the significance of community in the accounting profession. They explore the shift to other forms of communication and education that has developed over the past several years, from social media to webinars, then shift gears to focus o…

1
Understanding Venture Debt with Brian Parks 30:48

7M ago30:48

30:48

Understanding Venture Debt with Brian Parks of Bigfoot Capital This episode features a detailed conversation with Brian Parks, the founder of Bigfoot Capital, a company providing a different capital option for founders to pursue growth. Roman and Brian discuss the world of venture debt, with Brian explaining how his past experiences as an operator …

1
Private Equity's Impact: The Future of Accounting 52:13

7M ago52:13

52:13

On Episode 144 of The Unique CPA, Randy Crabtree chats with Tim Petrey, CEO of HD Growth Partners and White Glove Payroll. They delve into the impact of Private Equity on accounting through an examination of the newly announced strategic partnership between HD Growth Partners and ASCEND. Tim strongly believes that the Private Equity model provides …

1
Being Yourself at Work: Blissful Balance 37:15

7M ago37:15

37:15

On Episode 143 of The Unique CPA, Randy Crabtree chats with Amy Vetter about her diverse roles both inside and outside her career life, and the value of authenticity. A CPA, a yoga instructor, a technology business executive, an author, and more, Amy discusses her experiences with identity and career transitions, and the Business Balance Bliss conc…

1
Pivoting Startups - Tale As Old As Time 21:06

7M ago21:06

21:06

In this episode, hosts Stacey and Roman discuss the progress of the second season of 'Building in the Wild' in 2024, reflecting on internal growth, frequent changes, and constant evolution in their own journey as well as those of their clients. Speaking at length about their accounting firm, the hosts share insights from their plan to reinvent thei…

1
Big Changes in the ERC for 2024 46:24

7M ago46:24

46:24

On Episode 142 of The Unique CPA, we take a look back at Tri-Merit’s Live Chat featuring Randy Crabtree, Nick Pantaleo, and Dan Chodan discussing the changes in the Employer Retention Credit (ERC), the impact of the moratorium, and the benefits of the amnesty and voluntary disclosure programs for the coming year. They delve into the Tax Relief for …

1
Strategize and Thrive: Marketing for Accountants 44:29

7M ago44:29

44:29

On Episode 141 of The Unique CPA, join Randy Crabtree as he takes a dive into the dynamic world of accounting marketing with the insightful Karen Reyburn of The Profitable Firm. As a CPA turned marketing guru, Karen shares her expertise on effective client education, the power of niche marketing, and how accountants can leverage AI to transform the…

1
Providing Knowledge, Not a Service 45:26

8M ago45:26

45:26

On Episode 140 of The Unique CPA, fellow podcast host Ed Kless of the Sage Thought Leadership podcast and The Soul of Enterprise with Ron Baker, talks to Randy about the importance of the shift from traditional to value-based pricing, knowing your target market, and the fact that what you are offering is access to knowledge, not a service. They del…

1
The Lowdown on B Corp Benefits 39:20

8M ago39:20

39:20

Matthew May, the president of Acuity, returns to The Unique CPA on Episode 139, and he gives Randy the insider’s perspective on Benefit Corporations, better known as B Corps. Acuity started the process of being recognized as a B Corp in 2020, and Matthew talks about the community that surrounds B Corps, the employee-centric image being a B Corp pro…

1
Niche, Specialization and Success: Making Accounting Interesting 42:01

8M ago42:01

42:01

On Episode 138 of The Unique CPA, Randy Crabtree chats with Greg Kyte about his unusual journey in accounting. From the controversies around the CPE available for listening to his Drunk Ethics podcast, as well as Oh My Fraud, another podcast Greg co-hosts, they discuss the importance of finding a niche in accounting in order to make yourself, and y…

1
Building a Community for Accounting Entrepreneurs 37:48

8M ago37:48

37:48

The first episode of The Unique CPA in 2024, Episode 137, features Jason Blumer of Blumer CPAs, Thriveal, and Deeper Weekend. Jason started Thriveal to support accounting firm owners by building a community and resources for them to seek support. As he tells Randy, this led to Deeper Weekend, his exclusive annual conference for around a hundred acc…

1
Streamlining Your Practice: Complete Integration 33:11

9M ago33:11

33:11

Episode 136 of The Unique CPA features Ilya Radzinsky, co-founder of TaxDome, talking to Randy about how TaxDome’s practice management platform helps accounting firms organize their work, clients, and teams in an efficient yet easy-to-use way. TaxDome streamlines workflows, provides visibility for managers, and creates a professional client experie…

1
Opening up About Mental Health: A Path to Wellbeing 34:53

9M ago34:53

34:53

Episode 135 of The Unique CPA features the important topic of mental health in the accounting profession. Gaynor Meilke talks to Randy about her experience with mental health struggles from a young age and how she now helps others, including children, tackle their challenges. She provides insights into the stressors accounting professionals face an…

1
People Advisory: The Next Evolution in Payroll Services 45:45

9M ago45:45

45:45

Randy Crabtree gets together with Will Lopez of Gusto on Episode 134 of The Unique CPA to talk about innovation in the accounting profession. Will shares his entrepreneurial journey from running his own practice to developing People Advisory as a service offering for accountants at Gusto. He explains the structured approach firms can take to modern…

1
Startup vs Corporate Career Paths 34:00

9M ago34:00

34:00

Startup vs Corporate: Comparing Work Experiences and Evaluating Opportunities In this discussion, Stacey Feldman and Roman Villard explore the differences between working in a startup and a larger corporation, focusing on the advantages of each as well as the challenges. They discuss the pace and nature of learning in both environments, the impact …

1
Culture as a Competitive Advantage: Your Way to the Top 46:08

10M ago46:08

46:08

Dan Hood, Editor-in-Chief at Accounting Today, returns to episode 133 of The Unique CPA to talk to Randy Crabtree about the keys to creating an unbeatable company culture. They discuss the intricacies and the delicate balance between rules and relationships that attracts top talent and builds a sustainable firm environment. Discover what can truly …

1
Overcoming the Unexpected: The Journey Back from Stroke 32:25

10M ago32:25

32:25

Episode 132 of The Unique CPA features an inspiring conversation with Rich Kane about his experience surviving a stroke at a young age. Rich talks to Randy about his harrowing stroke story and recovery journey, including the lingering effects it’s had on his daily life and career. Both of them discuss the emotional impact the stroke has had on thei…

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Full Send Finance podcaster

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