The Unique CPA The Unique CPA

The Unique CPA Heads "Upstream": Leading the Way with Jeremy Clopton

Jul 21, 2026 ยท 38m

Topics discussed

Introduction and post-tax season wrap-up Shaping the future of accounting and career focus Navigating AI, PE, and M&A: Focusing on core value The leader's responsibility to develop the next generation Defining firm strategy: Client vs. Firm as the client Randy's retirement and plans for positive impact Addressing talent shortages and shifting education models The impact of PE and M&A on firm culture and satisfaction Personal passions: Youth sports and buckthorn removal Closing remarks and show notes
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