Best Randy Crabtree Podcasts (2024)

1
Episode 373: Randy Crabtree - Inside the 2nd Annual Bridging the Gap Conference 37:27

5d ago37:27

37:27

In this episode, I got to sit down with Randy Crabtree, the co-founder of Tri-Merit Specialty Tax, Host of the Unique CPA Podcast and Bridging the Gap Conference, and Keynote Speaker. We discussed Randy’s background in accounting and what led him to start Tri-Merit. He shares the overview of the upcoming Bridging the Gap Conference in Chicago and w…

1
7 Accounting Firm Acquisitions in Nine Years w/ Cory Gayman, CPA 31:31

1h ago31:31

31:31

On this episode of Growing Your Firm, host David Cristello welcomes Cory Gayman, CPA, the CEO/CFO/Founder of JCG Tax & Advisory Firm. Cory shares insights on establishing common ground with entrepreneurs, addressing the accounting talent shortage, improving accounting efficiencies, and navigating the world of virtual firms. Tune in for valuable tip…

1
Creating Value and Community in Your Firm 27:26

17m 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
Episode 138 | Mastering Service Pricing: Insights From Eric Green 44:24

1h ago44:24

44:24

In this episode of the Abundant Accountant podcast, Michelle Weinstein is joined by tax attorney and IRS representation expert Eric Green. Dive into service pricing strategies as Eric shares his insights on how to price your services effectively. Learn how to transition from hourly billing to relationship pricing, ensuring you get paid what you're …

1
Episode 374: Orin Schepps - Streamlining Accounting Processes with Consultance 36:52

12h ago36:52

36:52

In this episode, I got to sit down with Orin Schepps, the CEO & Founder of Consultance, who believes in the power of financial clarity and strategic insights to drive organizational and business success. Today we discuss the role of technology in modern accounting practices, covering the challenges and solutions associated with implementing and man…

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

5d 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

4d 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

8d 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
Moving from Local to National, Designing Culture for Working Moms, Acquisition Offers w/Katie Lilly 22:54

9d ago22:54

22:54

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes back Katie Lilly of Lillyfield Accounting Solutions. Katie discusses the transformative changes her firm has undergone since her last appearance on the show, pre-COVID. She shares insights on her firm's transition from serving primarily local clients to expanding region…

1
Creating a Thriving Corporate Culture 35:05

17d 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
Episode 372: Eric Mangold - Increasing Revenue: The CPA-Financial Advisor Alliance 53:50

12d ago53:50

53:50

In this episode, I got to sit down with Eric Mangold, the founder of Argosy Wealth Management. We discuss the challenges CPAs face and how financial advisors can work collaboratively with accountants to benefit clients. We also talk about increasing revenue, AI, growing client portfolios, decreasing tax liability, and how financial advisors do thin…

1
Episode 137 | A Case Study On Business Transformation: From Despair To Profitability With Tommy Taylor 28:43

12d ago28:43

28:43

Imagine working long hours, feeling overwhelmed, and barely making ends meet in your own accounting firm. That was the reality for Tommy Taylor before a dramatic turnaround. In this episode, Tommy shares his inspiring journey of transforming his business from a place of despair to one of joy and profitability with the help of The Abundant Accountan…

1
Episode 140 | How To Master Tax Plan Sales After Previous Challenges With Dominique Molina 45:40

16d ago45:40

45:40

Selling tax plans involves more than offering routine tax services; it’s about strategically positioning proactive planning that can deliver substantial benefits to clients. In this episode, expert CPA Dominique Molina, founder of the American Institute of Certified Tax Planners, joins Michelle Weinstein to reveal how to overcome past failures and …

1
How to Understand the Health of Your Accounting Firm with Streamlined Systems in Place 35:36

17d ago35:36

35:36

Send us a Text Message. In this episode, host Roman Villard, CPA, chats with Timothy Wingate Jr., founder, and president of G+F Business & Financial Consulting, about the essential topic of maintaining a healthy accounting firm. They touched on: Why streamlined processes are game-changers for accounting firms How to spot and fix those pesky workflo…

1
With Jasmine DiLucci (Tax Attorney): Fighting Bad Tax Advice 53:13

18d ago53:13

53:13

Follow Jasmine: youtube.com/@taxleverage instagram.com/taxleveragejd taxleverage.com

1
Inspiring All Generations: Mental Health Advocacy 28:04

24d 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
Episode 371: Jackie Meyer - Tax Planning in the Digital Age 45:43

19d ago45:43

45:43

In this episode, I got to sit down with Jackie Meyer, CPA, doctoral candidate, and founder of TaxPlanIQ. She has a passion for blessing accounting firms with health, wealth, and relationships via results-driven coaching, consulting, and tech. Our discussion focuses on proactive tax planning services and strategies for accountants.The conversation a…

1
Building Diverse Accounting Teams, Vaca's During Tax Season, & More w/ Nayo Carter-Gray 31:54

23d ago31:54

31:54

On this episode of Growing Your Firm, host David Cristello welcomes back Nayo Carter-Gray, owner of 1st Step Accounting. Nayo, an enrolled agent and Advanced Certified QuickBooks Online Pro Advisor, is known for making accounting less taxing. The conversation also covers the importance of diversity and inclusion in various aspects of business, sett…

1
Leadership, Culture, Growth: Insights 30:56

1M 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
How QBO Developers should think w/ Anita Koimur (COO LiveFlow) 53:39

26d ago53:39

53:39

LiveFlow is one of the hottest QBO apps out there, I pick Anita's brain about the pricing of the app, how they think about user feedback & development, and how AI will shape 3rd party reporting apps for QBO Check out www.liveflow.io

1
Episode 136 | Leading Edge Strategies: Propel Your Firm To Success With Ron Baker 40:27

1M ago40:27

40:27

Staying at the leading edge is essential for sustained success and growth, requiring constant innovation, strategic foresight, and a commitment to staying ahead of the curve. Join host Michelle Weinstein as she welcomes Ron Baker, the founder of VeraSage Institute and radio talk show host. Ron guides firm owners to stay at the leading edge of their…

1
REFRAME 2024: Money Conversations w/ Carlos Garcia Jr. & Carolyn Strauss 48:21

29d ago48:21

48:21

Episode 5 of this 8-part webinar/podcast series is the official companion to the ⁠⁠REFRAME2024.com⁠⁠ we are going to have in October 2024 NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw Topics that will be covered in this series: Communications strategy with clients…

1
Hitting $800K in Year 1, Building Culture, and more w/ Randy Crabtree 29:50

1M ago29:50

29:50

In this episode of Growing Your Firm, host David Cristello interviews Randy Crabtree, a top influencer in the accounting industry. Randy, co-founder of Tri-Merit, discusses R&D, tax credits, and cost segregation, sharing insights on the success of his firm. Tune in for a valuable conversation on creating a culture of value and importance in the wor…

1
Top Recruitment and Retention Tactics for Scaling Your Accounting Firm with Long-Lasting Teams (Randy Crabtree) 31:59

1M ago31:59

31:59

Send us a Text Message. In this insightful episode, Roman Villard, CPA, sits down with Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, to discuss the critical elements of building lasting teams. As firms scale, the challenges of recruiting and retaining top talent become paramount. Randy shares his proven strategies…

1
The Intersection of Tech Security and Accounting 44:31

1M 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
Randy Crabtree (R&D Credits, Cost Segregation, and Conferences) 46:41

1M ago46:41

46:41

Come to Bridging the Gap: https://www.btgconference.com/ Tr-Merit (Randy's Firm): https://tri-merit.com/

1
Episode 370: Angela Meharg - Datisfy’s Quest to Solve QuickBooks Woes Using Custom Reports 40:21

1M ago40:21

40:21

In this episode, I got to sit down with Angela Meharg, one of 2024’s Top 50 International QuickBooks ProAdvisors. Angela is neither a bookkeeper nor an accountant but she is definitely accounting-adjacent. Her company, Datisfy, focuses on one single thing: Custom Reporting for QuickBooks and she's been doing that for 10 years now. Join us as we dis…

51
Eliminating Your Way to Growth, Packaging Services, & Pivoting Towards Success w/ Jessica Zoraida 26:24

1M ago26:24

26:24

In this episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Jessica Zoraida, a Latina entrepreneur and CEO of Big Picture Results. Jessica shares her journey of being self-taught, launching her firm, and navigating various pivots and transitions. Big Picture Results is an accounting and tax company dedi…

51
Episode 88 - Is Bookkeepping Dead? - The Woodard Report Podcast 44:15

1M ago44:15

44:15

On this show, Joe and Heather talk about the evolving nature of bookkeeping and its future, alongside discussions on Heather's recent conference travels. Here are a few key points from their conversation: The Future of Bookkeeping Adapting to Industry Changes Personal Reflections and Predictions Heather's Conference Insights This episode is a deep …

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

1M 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
Episode 369: Melissa Miranda - Empathy-Driven Accounting 40:56

1M ago40:56

40:56

In this episode, I got to sit down with Melissa Miranda, CPA, wife, mom, and business owner, to discuss the often overlooked aspects of empathy and communication in the accounting field. As the owner of Step By Step Accounting, recently named a top 50 Woodard Accounting Firm, Melissa shares her personal journey that led her to focus on these softer…

1
Episode 368: Kelly Gonsalves - Scaling Your Firm with Automation and AI 53:36

1M ago53:36

53:36

In this episode, I got to sit down with Kelly Gonsalves, a QuickBooks Pro Advisor and the founder of Totally Booked. Her mission is to assist every small business in becoming more profitable by utilizing efficient accounting processes. We dive into her insights on scaling an accounting firm through automation and leveraging AI. Kelly discussed her …

1
Episode 135 | The Impact Of Transformational Sales Coaching With Amit Chandel 32:36

2M ago32:36

32:36

The best learnings are found not just in reading books but also in doing the work and learning at the job itself. This is the realization of seasoned financial expert Amit Chandel when he got into the transformational sales coaching of Abundant Accountant. Joining Michelle Weinstein, he shares how the program guided him from swimming aimlessly in t…

1
Episode 87 - Nicole Davis' Journey in Accountancy - The Woodard Report Podcast 25:52

2M ago25:52

25:52

On this show, Joe speaks with Nicole Davis. Nicole is a practioner who lives in your world every day doing tax and accounting work as a firm owner dealing with all the same struggles you deal with. She has an truly inspiring story to tell about her life as an accountant. About Nicole Davis: Nicole (Butler) Davis is the founder and CEO at Butler-Dav…

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

2M 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
CAS vs. CAAS vs. Profit First w/ Ron Saharyan 27:52

2M ago27:52

27:52

On this episode of Growing Your Firm, host David Cristello welcomes back Ron Saharyan, co-founder of Profit First Professionals. They explore the concept of value pricing and its importance in pricing services based on the value provided. The conversation delves into various topics, with a promise of exciting announcements between Jetpack and Profi…

1
How to Develop a Go-to-Market Strategy with Michael Haynes 29:46

2M ago29:46

29:46

Send us a Text Message. Accounting Flow is a podcast deep dive into accounting firm workflow & processes. In each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA, and Shahram Zarshenas. Struggling to …

1
Value First: 40 Hour Weeks 40:23

2M 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
Episode 86 - Why don't Accountants love selling? - The Woodard Report Podcast 33:19

2M ago33:19

33:19

On this show, Heather speaks with Amy Franko about her journey and insights as a sales strategist. Amy is an expert in modern sales and author of the best-selling book The Modern Seller. About Amy Franko: Amy Franko helps organizations transform sales culture, ignite sales growth, and build high-impact leaders through her strategic selling programs…

1
Episode 134 | The Simple System To Land High-Ticket Clients With Cameron Montgomery 32:00

2M ago32:00

32:00

Trade those overly demanding clients for those who see your value and worth and do it through a system that is simple and effortless. In this episode, we dive into the world of strategic marketing and sales with our guest, Cameron Montgomery, the owner of Apex Methods. Join us as we unravel the distinction between lead generation marketing and sale…

1
Finding Balance: From Burnout to Wellness 52:23

2M 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
Episode 367: Ajoy Krishnamoorthy - Transforming Inventory Management with Cin7's Intelligent Platform 35:20

2M ago35:20

35:20

In this episode, I got to sit down with Ajoy Krishnamoorthy, the CEO of Cin7, a fully integrated, cloud-based inventory management software that streamlines stock management across multiple channels. We dive into the key benefits of implementing an intelligent inventory management system, especially as businesses scale across multiple sales channel…

1
REFRAME 2024: Using Story to Sell with Jay Owen 57:47

2M ago57:47

57:47

Episode 4 of this 8-part webinar/podcast series is the official companion to the ⁠REFRAME2024.com⁠ we are going to have in October 2024 NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw Topics that will be covered in this series: Communications strategy with clients C…

1
Unlocking the Secrets of Advisory, Niching Down, and Communication w/ Geni Whitehouse 28:44

2M ago28:44

28:44

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello welcomes back Geni Whitehouse, founder of The Impactful Advisor and Information Technology Alliance (ITA) president, who specializes in the wine industry. Geni, also known as the Countess of Communication and author of "How to Make a Boring Subject Intere…

1
How to create workflow strategies for regulatory changes with Dawn Brolin 28:35

2M ago28:35

28:35

Send us a Text Message. Accounting Flow is a podcast deep dive into accounting firm workflow & processes. In each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA, and Shahram Zarshenas. Staying ahead …

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

2M 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
Episode 366: Paul Hamann - Myths Around Reasonable Compensation 43:03

2M ago43:03

43:03

In this episode, I got to sit down with Paul Hamann, the Founder and President of RCReports. He has more than 13 years of experience in providing online solutions for determining Reasonable Compensation for Closely-Held Business owners. We discuss the often misunderstood topic of reasonable compensation for S corporation owners. We dispel common my…

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