What happens when an IT pro with an entrepreneurial streak transforms a side hustle into a thriving accounting firm? On Episode 226 of The Unique CPA, Tony Proctor, founder and principal of Proctor & Associates, talks to Randy about how he built Proctor & Associates from the ground up, navigated the high-stakes acquisition of a legacy practice, and brought tech-driven innovation to traditional accounting. Discover Tony’s passion for financial literacy, his candid take on firm leadership, and the lessons he’s learned empowering clients and communities. Tony shared his wisdom, humor, and inspiration at Bridging the Gap 2025, and you won’t want to miss this episode whether you were fortunate enough to see him speak there or not.

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Episode 225 of The Unique CPA features Amy Franko, the author of the Amazon Bestseller The Modern Seller and a leading expert in sales strategy for professional services. Though covering a broad range of topics, Randy dives deep with Amy into the challenges and opportunities accounting firms face when building a strong sales and growth culture, noting that sales is often an afterthought in the profession, and how this can stunt the growth potential of firms from the very start. They look at the impact of private equity and mergers and how to approach them as a likely long-term fixture in the accounting space. Amy also stresses the importance of energizing your team through skill development and positive firm culture, sharing actionable insights on compensation, training, and leadership, as well as her own journey of staying motivated and evolving in her career.

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Gail Perry, Editor-in-Chief of CPA Practice Advisor Magazine, joins Randy Crabtree on Episode 224 of The Unique CPA. Gail’s fascinating four-decade career began as an aspiring musician, shifted to journalism, and ultimately led her to become a CPA, author of 34 books, and the owner of a small tax practice in Indianapolis. She shares stories of her early influences, her journey through diverse roles—including writing several Dummies and Idiots books—and her passion for teaching and writing in the profession. As Editor-in-Chief, Gail offers a unique perspective on the accounting world, discussing the impact of technology and AI, the evolution of remote work, the rise of advisory services, and how modern accountants must redefine their roles far beyond traditional bookkeeping.

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