Best Randy Crabtree Podcasts (2025)

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Randy Crabtree: Live at the Intersection of Passion and Skill | The Disruptors 53:52

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6d ago53:52

53:52

Abandon rigid roles and redefine success on your own terms. The Disruptors With Liz Farr Randy Crabtree believes the biggest shift accounting needs isn’t in technology or tax law—it’s in mindset. For decades, the profession has prized consistency and predictability. But in a time of demographic disruption and rapid innovation, Crabtree argues that …

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Fineberg, Hecker: How CPAs Are Filling the 100,000-Wealth Advisor Gap | Holistic Guide to Wealth Management 47:39

6h ago47:39

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Sponsored by CPA Trendlines Pro Membership – See Today’s Special Offer By Rory Henry CFP®, BFA™ For CPA Trendlines As Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.” When people ask why more accountants are incorporating holistic finance services into their practices, it’s because they’re realizin…

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Guess Who’s in Ideal Position to Fill the Coming Shortage of Financial Advisors? | Holistic Guide to Wealth Management 47:08

8h ago47:08

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With a looming shortage of 100,000 financial advisors, CPAs have a once-in-a-generation opportunity to fill the gap. By Rory Henry CFP®, BFA™ For CPA Trendlines As Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.” Roosevelt made that comment over a century ago, but it remains highly relevant today. …

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Go PRO: Get full sitewide access with today's best offer 1:19

1d ago1:19

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Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strategies, and tools designed just for YOU! See today 's best PRO offers here. Get exclusive access – Over 10,000 articles, tools, and expert guidance—keepin…

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Experts Call for Industry Overhaul | Accounting Influencers 56:27

2d ago56:27

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Top minds in accounting push for systemic reform, more innovative tech, and a human-first workplace. Accounting Influencers with Rob Brown While many firms report strong financials and steady client demand, an urgent conversation is happening behind the scenes—one that questions whether traditional business models, outdated technology, and uninspir…

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Carl Peterson: Succession or Stagnation? | Gear Up For Growth 35:49

3d ago35:49

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AICPA’s Peterson sounds the alarm for small firms. Gear Up for Growth With Jean Caragher For CPA Trendlines In a farewell interview on Gear Up for Growth, powered by CPA Trendlines, Carl Peterson, vice president of Small Firm Interests at the AICPA, shares hard-earned insights with Jean Caragher, president of Capstone Marketing, from his 14-year te…

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Your Identity Is Not a Liability | Accounting ARC 37:00

4d ago37:00

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Silence, shame, and outdated policies still shape the profession—but we rise anyway. Accounting ARC With Liz Mason and Donny Shimamoto Center for Accounting Transformation In a stirring Pride Month episode of the Accounting ARC podcast, Liz Mason, CPA, and Donny Shimamoto, CPA.CITP, CGMA, confront what it really means to belong in a profession stil…

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Empowering Creatives: How to Build Community, Strategy, and Success for Artists - Kre8 Spaces, LLC 51:32

5d ago51:32

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Empowering Creatives: How to Build Community, Strategy, and Success for Artists - Kre8 Spaces, LLC - ValuationPodcast.com Welcome to ValuationPodcast.com, a podcast and video series covering all things business and valuation. I’m Melissa Gragg, a financial mediator and valuation expert based in St. Louis, Missouri. Today’s episode is a truly inspir…

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Will the "Big, Beautiful Bill" Pass? Why 80% Might Become Law—and What Accountants Need to Watch | Quick Tax Tip 3:03

5d ago3:03

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Compromise, party discipline, and presidential influence could make this bill one of the most impactful yet. Quick Tax Tip With Art Werner CPE Today When major tax reform is introduced, it's easy to assume the process is straightforward: the House writes a bill, the Senate reviews it, and Congress either passes or blocks it. But the truth is much m…

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Go PRO! 1:19

5d ago1:19

1:19

Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strategies, and tools designed just for YOU! Get exclusive access to over 7,000 articles, tools, and expert analyses—keeping you ahead of the curve in practic…

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Write Your Way to the Top: The Career Move Most Overlook | Accounting Influencers 14:57

5d ago14:57

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What's the best professional step in accounting? It's free, powerful—and you're probably not doing it. Accounting Influencers with Rob Brown Want to stand out in your firm? Build a loyal client base? Attract speaking gigs, promotions, or even media opportunities? In this episode of Accounting Influencers, the answer isn’t more certifications or hou…

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Elevating CAS: Tech, Pricing and Growth 31:05

7d ago31:05

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Episode 216 of The Unique CPA kicks off a three-episode CAS block, starting with Randy Crabtree’s conversation with Christine Triantos. Christine, who has over 30 years of experience as one of the trailblazers of CAS within the profession, discusses its fundamentals, differentiating it from traditional accounting services like bookkeeping and write…

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How to Save $8 Million in Estate Taxes with One Strategic Move (Before 2026) | The Concierge CPA 52:13

7d ago52:13

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The Concierge CPA With Jackie Meyer For CPA Trendlines In this conversation, Dr. Jackie Meyer and Justin Baker delve into the intricacies of estate tax planning, discussing the current landscape of estate tax exemptions, the role of CPAs in estate tax planning, and the importance of proactive engagement with clients. More Jackie Meyer They explore …

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Brannon Poe: PE Drives Demand--And Change | Accounting Influencers 25:51

9d ago25:51

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What forces are really driving firm sales—and what separates the sellable from the stagnant? Accounting Influencers with Rob Brown The great reshuffle in accounting is underway. With three-quarters of the profession approaching retirement age and M&A activity reaching historic highs, many firm owners are asking the same question: What’s my practice…

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Phil Whitman: No PE? No Problem. How CPA Firms Can Stay Fiercely Independent | Gear Up For Growth 45:50

10d ago45:50

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Can CPA firms still stay independent? Yes—but only if they get serious. Gear Up for Growth With Jean Caragher For CPA Trendlines In the latest episode of Gear Up for Growth, host Jean Caragher sits down with industry powerhouse Phil Whitman—CEO of Whitman Transition Advisors and founder of C-Suite Impact—to tackle one of the accounting profession’s…

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What Happens in Vegas… Gets Reported on a Tax Return | ARC 37:48

11d ago37:48

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You can serve brothels, cannabis firms, and poker pros—just don’t cross the legal line. Accounting ARC With Liz Mason and Byron Patrick Center for Accounting Transformation Accountants are often seen as the gatekeepers of financial integrity—but what happens when the client operates a strip club, sells cannabis, or works in legal sex work? In the l…

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Turn Conference Season Into Career Gold | Accounting Influencers 14:36

12d ago14:36

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Break down the strategy behind smart networking, brand building, and true ROI at live events. Accounting Influencers with Rob Brown Do you really know how to work a conference? Sure, you’ve been to plenty—shook hands, sat through sessions, grabbed some swag. But in an era when time, travel, and training budgets are tight, attending a conference wit…

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Jennifer Harrity: The Business Case for Doing Good: ESG, B Corp & Real Returns | MOVE Like This 43:52

12d ago43:52

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“We don’t need a few companies doing everything perfectly, we need everyone doing something. That’s how real change happens.” MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In this episode of MOVE Like This, Jennifer Harrity, director of Sustainability at Sensiba, talks about how B Corp certification and ESG (Environmental, Social, and…

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Small Business Success and Exit Strategy - A Business Valuation Podcast 53:42

13d ago53:42

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Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a financial mediator and valuation expert in St. Louis, Missouri. We're speaking today with Mark Howley about small business success and exit strategies, and his passion is in talking about business, …

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Episode 163: Vulnerability Is A Life Journey With Dr. Jackie Meyer 59:48

13d ago59:48

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What does it take to go from living on your own at 15 to founding a game-changing tax technology company? In this episode, we sit down with Dr. Jackie Meyer, CPA and founder of TaxPlanIQ, to explore her extraordinary path—from early independence to building a thriving tax practice and tech platform. Through the lens of vulnerability as a life journ…

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McClelland and Telka: Women Ready to Rewrite the Rules of Accounting | The Disruptors 1:04:28

13d ago1:04:28

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Representation isn't symbolic. It’s essential for the profession’s future. The Disruptors With Liz Farr Accounting pros Nancy McClelland, CPA, and Questian Telka, EA, are pulling back the curtain on what it really means to be a woman in the accounting world—with all the messy, maddening, and motivating moments that come with it. Their new podcast, …

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Conversations and Community: Inside Bridging the Gap 38:33

14d ago38:33

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Randy Crabtree welcomes Terrell Turner back to The Unique CPA for his third appearance in anticipation of the upcoming Bridging the Gap Conference 2025 in Denver, Colorado, July 22nd-24th. Terrell will be interviewing several participants this year as well as giving his own talk, as he did each of the first two years, and he and Randy take this opp…

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Matt Tait: The Monthly Close Should Be History | The Concierge CPA 53:19

14d ago53:19

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Peek inside the firm powering real-time finance for 1,000+ companies with just 100 staff. The Concierge CPA With Jackie Meyer For CPA Trendlines In this episode of the Concierge CPA Podcast, Dr. Jackie Meyer interviews Matt Tait, founder and CEO of Decimal, a firm that leverages AI and technology to enhance accounting operations. Matt shares his jo…

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Terrell Turner: Every CPA Should Think Like an Entrepreneur | Accounting Influencers 29:18

16d ago29:18

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The profession’s future belongs to those who step out of the back room and into the boardroom Accounting Influencers with Rob Brown Terrell Turner, CPA, co-founder of TLTurner Group, says the accounting profession is at a tipping point. In this episode of Accounting Influencers, Turner calls on accountants, bookkeepers, and CFOs to evolve from numb…

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Carla McCall: Create Leaders from Within | Gear Up For Growth 33:59

17d ago33:59

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Self-awareness and self-reflection are key to discovering an authentic leadership style. Gear Up for Growth With Jean Caragher For CPA Trendlines In this episode of Gear Up for Growth, host Jean Caragher welcomes Carla McCall, managing partner of AAFCPAs and immediate past chair of the AICPA, for a candid conversation about one of the most pressing…

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Bonnie Buol Ruszczyk: The Quiet Crisis in Accounting - Losing the People We Need Most | Know-How Korner 37:50

18d ago37:50

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MOVE’s latest project explores why even high-performing professionals are quietly exiting—and how firms can stop the leak. Know-How Korner With Amy L. Welch, APR, CAE Center for Accounting Transformation The accounting profession stands at a crossroads. Despite a steady influx of women into the field, their advancement into leadership continues to …

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Art Werner: Tax-Savvy Compensation with Smart Fringe Benefits | Quick Tax Tip 1:53

19d ago1:53

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"Pseudo compensation” can reduce taxable income and optimize client outcomes. Quick Tax Tip With Art Werner CPE Today In this episode of Quick Tax Tip, tax planning authority Art Werner makes a compelling case for rethinking how accountants approach compensation—shifting the focus from traditional deductions to strategic use of fringe benefits. Cli…

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Burn the Boats: The Partnership Model Is Dead | Accounting Influencers 16:12

19d ago16:12

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Accounting firms must pivot to CEO-led structures or risk falling behind in the age of private equity and tech transformation. Accounting Influencers with Rob Brown In a bold new episode of the Accounting Influencers Podcast, host Rob Brown declares that the traditional partnership model in accounting is no longer fit for purpose. Instead, he argue…

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Celebrating 100 Episodes of The Disruptors: Paul Dunn - From Standard to Stand Out to Stand For | The Disruptors 1:18:23

20d ago1:18:23

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This milestone episode proves that accountants can change lives—and legacies—every single day. The Disruptors With Liz Farr In its milestone 100th episode, The Disruptors podcast pulls out all the stops with a powerful conversation featuring Paul Dunn, a four-time TEDx speaker, accounting innovator, and co-founder of the global giving platform B1G1…

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The Power of Trust in Communication 33:45

21d ago33:45

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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, whi…

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Chad Koebnick: Tribal Tax Credit Promises, Pitfalls, and Proactive Planning | The Concierge CPA 40:19

21d ago40:19

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With 40% discounts and zero clawbacks, this credit is turning heads—and raising eyebrows. The Concierge CPA With Jackie Meyer For CPA Trendlines In this episode, Dr. Jackie Meyer interviews Chad Koebnick, VP of Specialized Tax Services at Nepsis, about the innovative Tribal Tax Credit. More Jackie Meyer They discuss the mechanics of the credit, its…

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Bold Action Urged on Talent, Tech, and Culture| Accounting Influencers 49:42

23d ago49:42

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It's time to abandon outdated models and rethink everything. Accounting Influencers with Rob Brown The accounting profession is standing at a critical juncture. In a powerhouse panel for the Accounting Influencers Podcast, three industry leaders—David Osborne, CEO of Conga and former Caseware chief; Tom Hood, EVP of Business Engagement and Growth a…

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Mitchell Reno: Client Experience as a Growth Driver | Gear Up For Growth 30:50

24d ago30:50

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Firms with client experience programs see 19% higher growth rates, according to ClearlyRated study. Gear Up for Growth With Jean Caragher For CPA Trendlines Creating a truly differentiated client experience can be the key to standing out in a profession defined by trust, service, and technical excellence. That’s the message from Mitchell Reno, dire…

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Burnout, Be Gone: Accounting Needs a Boundary Breakthrough | ARC 38:42

25d ago38:42

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Learn how to protect your time, energy, and sanity in a world of nonstop pings. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In a profession that’s long celebrated overwork as a rite of passage, the Accounting ARC podcast team flips the script. In a recent episode, hosts Liz Mason, CPA; Donn…

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Art Werner: Wealth Transfer Strategies in a Time of Uncertainty | Quick Tax Tip 2:49

26d ago2:49

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High-net-worth clients are urged to act before the estate tax exemption expires in 2025. Quick Tax Tip With Art Werner CPE Today A key provision of the Tax Cuts and Jobs Act (TCJA) is approaching its expiration date—and Art Werner, J.D., M.S. Tax, is sounding the alarm for advisors and their wealthy clients. In the latest episode of the Quick Tax T…

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Sandra Wiley: Culture, DEI, and the Future of the Accounting Profession | MOVE Like This 53:59

26d ago53:59

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“I am begging firms: do not let go of your DEI&B initiatives. It is a mistake.” MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In a wide-ranging and deeply personal conversation on the Move Like This podcast, Sandra Wiley, president of Boomer Consulting, shares powerful insights about the evolving culture of the accounting profession a…

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Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | The Disruptors 59:47

27d ago59:47

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Use AI to work smarter and connect deeper. The Disruptors With Liz Farr Jacob Schroeder, founder of Ascend Consulting, is clear-eyed about artificial intelligence. He doesn’t see it as a silver bullet or a threat. Instead, he sees it as a catalyst that helps accountants get back to what matters most: being human. “AI is not the solution. It's a too…

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Shift Happens: Redefining the Profession 42:20

28d ago42:20

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Mike Whitmire returns to The Unique CPA to share his unique perspective on the profession on Episode 213. The co-founder and CEO of FloQast, Mike talks to Randy about the expansion and shift in responsibilities for controllers and others within accounting, going beyond traditional functions to include operational efficiency and strategic planning. …

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Jen Cryder: Rewrite the Rules | Accounting Influencers 28:04

1M ago28:04

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As the first woman CEO of PICPA, Cryder shares how she’s tackling the CPA pipeline crisis and why it’s time to re-evaluate long-standing licensure rules. Accounting Influencers with Rob Brown In this episode of Accounting Influencers, Jen Cryder, CPA, CEO of the Pennsylvania Institute of Certified Public Accountants (PICPA), opens up about her unex…

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Episode 162: Succeeding As A Family Business & Protecting Your Key Relationships With Krista Ryan 1:01:00

1M ago1:01:00

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Krista Ryan, CEO and Founder of KfG Coaching LLC, shares her family’s multigenerational journey in the community banking industry—from her grandfather’s early role to her own leadership path. In this insightful conversation, Krista reveals key strategies for sustaining a successful family business and navigating leadership transitions. She also exp…

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Paul Dunn: Ditch the Clock, Lead with Heart | Gear Up For Growth 40:49

1M ago40:49

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Stop billing. Start thrilling. Gear Up for Growth With Jean Caragher For CPA Trendlines In a persuasive new episode of Gear Up for Growth, powered by CPA Trendlines, Paul Dunn – four-time TEDx speaker, cofounder of B1G1, and longtime champion of transformational leadership in the accounting profession – delivered a clear call to action for firm lea…

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Cancel Culture or Curious Culture? You Choose. | Transformation Talks 34:18

1M ago34:18

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Turn communication breakdowns into trust-building moments. Transformation Talks With Donny Shimamoto Center for Accounting Transformation In the latest episode of Transformation Talks, host Donny Shimamoto, CPA.CITP, CGMA, leads a powerful discussion on “assumed discrimination”—the cultural collisions that happen when others project bias onto someo…

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Art Werner: The Hidden Retirement Perk Most Taxpayers Miss | Quick Tax Tip 2:40

1M ago2:40

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The retirement planning hack can be a secret weapon for tax-free growth. Quick Tax Tip With Art Werner CPE Today When most people hear “HSA,” they think of medical expenses and high-deductible health plans. But in the latest episode of Quick Tax Tip, tax educator and attorney Art Werner urges tax professionals—and their clients—to look deeper. Clic…

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Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | The Disruptors 54:10

1M ago54:10

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After years in corporate roles, Samantha Hallburn created a firm where people come before profits—and business thrives because of it. The Disruptors With Liz Farr Samantha Hallburn, founder of PBS Accounting and Tax, didn’t set out to be an accountant. After a progression through sales, marketing, HR, PR, and a stint as ops manager for a telecom co…

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Reorganization in Reverse: Transforming the Firm Model 31:14

1M ago31:14

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On Episode 212 of The Unique CPA, Randy Crabtree digs into an extraordinary alternative firm model with Jacob Schroeder, the founder and CEO of Ascend Consulting. In addition to balancing multiple businesses, Jacob’s entrepreneurial journey has been informed by his passion for innovation and invention in the context of the accounting profession. Ja…

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Amy Vetter: How Professionals Can Reclaim Their Time, Energy, and Purpose | The Concierge CPA 39:56

1M ago39:56

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“We’re afraid to communicate, we’re afraid to speak up.” The Concierge CPA With Jackie Meyer For CPA Trendlines In a profession known for long hours and technical precision, Amy Vetter, CPA.CITP, CGMA, CSP, RYT, offers a refreshing message. There’s more to success than climbing the traditional career ladder. More Jackie Meyer The founder of the B3 …

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Adam Lean: Why Accountants Are Stuck—and How to Escape the Trap | Accounting Influencers 30:08

1M ago30:08

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"This is your chance to make a real difference." Accounting Influencers with Rob Brown Millions of accountants and bookkeepers are stuck in a cycle of overwork, undercharging, and undervaluation. In this episode of the Accounting Influencers podcast, Adam Lean, CEO and co-founder of TheCFOProject.com, delivers a wake-up call: The compliance model i…

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Aprio CEO: Culture and Capital Fuel Firm’s Rapid Growth | Gear Up For Growth 41:59

1M ago41:59

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PE doesn't have to strip your culture. With Jean Caragher For CPA Trendlines On a recent episode of Gear Up for Growth, powered by CPA Trendlines, Aprio CEO Richard Kopelman offered a behind-the-scenes look at what’s powering his firm’s remarkable trajectory—from a traditional CPA firm to a diversified advisory powerhouse. In conversation with Jean…

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The Ultimate Business Hack You’re Probably Ignoring | ARC 34:20

1M ago34:20

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“Leaders should model respect, not just expect it.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In the age of digital disruption and hybrid work, professional etiquette often feels like an afterthought. But in the latest episode of Accounting ARC, hosts Liz Mason, CPA; Donny Shimamoto, CPA.…

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Crypto Caution: Be Wary of Digital Assets | Quick Tax Tip 3:59

1M ago3:59

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Treat cryptocurrencies like the next dot-com bubble. Quick Tax Tip With Art Werner CPE Today As cryptocurrencies continue to infiltrate everyday investment portfolios and client conversations, seasoned tax educator and CPA Art Werner offers a stark warning to practitioners: “Crypto concerns me—and I think it should concern accountants.” Click here …