Randy and Terrell team up on Episode 291 of The Unique CPA, as each of them sat down with a returning BTG attendee at Bridging the Gap 2026 in Charlotte. Angela Jenkins found the conference through a tip from Nayo Carter-Gray, who told her it was the only accounting conference focused on wellness. She booked it that same day. Angela recalls the yoga room, the speakers who weren't parceled off from attendees, and the boundaries she took back to her remote team, like hours of operation between eight and four and no late-night client conversations. M. Katie Helle, a three-time attendee, tells Terrell why the conference's small size matters for networking, particularly for introverts, and raves about Jennifer Diamond's improv session that peeled back layers accountants rarely show at the office. She also shares the little workflow takeaways she picked up from Al-Nesha Jones' session, which didn't amount to a full overhaul, but rather a few aha moments she could implement the very next week.

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After 25 years in accounting and finance, Lisa Poslusny discovered that switching careers didn't switch off the pressure. The same overwhelm she felt juggling deadlines and deliverables followed her right into health coaching, which led her to mental fitness. On Episode 290 of The Unique CPA, she explains that mental fitness is not mere positive thinking, but rather, the ability to catch the unhelpful thought patterns that drive automatic reactions. Randy and Lisa dig into how the strengths that make accountants great, like high standards, analytical thinking, having answers for clients, being a trusted advisor, and so forth, can spill over into perfectionism and self-judgment that drain energy without producing better work. Lisa walks through what those patterns look like in real moments, like the accountant who glances at a client email at eight o'clock and feels compelled to respond instantly. But there is a simple alternative: ten seconds of focused attention to shift your brain out of stress mode.

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At Bridging the Gap 2026, James Donovan of the Accounting Leads Now Podcast sat down with Camden Bean, founder of Ping for a live conversation. Camden traced Ping's evolution from a basic note taker into a platform that detects upsell opportunities and generates proposals before a client meeting even ends, and told the story about the now-legendary ping pong ball jacket stunt that got the team escorted out of Intuit Connect. Suddenly, Randy crashed the conversation, accidentally becoming the first repeat guest on Accounting Leads Now, and forming the basis of Episode 289 of The Unique CPA. Randy shared the mistake of taking on every client when starting out and why leaning into a niche makes work stop feeling like work and more like what you "get to do" every day. Together, they push past "advisory" as a buzzword toward concrete playbooks, sales funnels built on real leads, and the reminder that as crazy as things may feel with AI, the robots aren't going to kill you.

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