Best Randy Crabtree Podcasts (2024)

1
Talent Crunch!? This Guy Has 500 Accounting Candidates Ready for Hire 28:49

29m ago28:49

28:49

In this episode of the Growing Your Firm podcast, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Laurence Whittam, the Managing Director at Impact Global Solutions. Laurence specializes in helping CPA firms build successful outsourced teams. The discussion delves into the evolving landscape of the industry, where the challenge …

1
Episode 91 - Top 50 Client Accounting Services Firms - The Woodard Report Podcast 46:50

1h ago46:50

46:50

On this show, Heather Satterley and Joe Woodard talk about The Top 50 Accounting Services Practice Awards. The awards, administered by Woodard® , recognize and honor those practices that most exemplify the characteristics of a top-performing CAS, accounting, or bookkeeping practice. The awards recognize accounting practices as an organization rathe…

1
Tech and the Future of Accounting: A Chat with The Radical CPA 22:23

4h ago22:23

22:23

Episode 172 of The Unique CPA brings Jody Padar, The Radical CPA, into conversation with Randy Crabtree. They discuss the evolution of accounting technology, from the early days of cloud computing to the current advancements in artificial intelligence, all of which Jody has been at the forefront of. She shares her journey as an early adopter even b…

1
Episode 90 - The Revenue Reset: Correcting Pricing on Existing Clients - The Woodard Report Podcast 40:46

6d ago40:46

40:46

On this show, Heather Satterley and Joe Woodard talk about the importance of revising pricing strategies for existing clients, an issue critical to any firm that has been in business for more than one year. Here are the key points they covered in the podcast: The Seven Step Revenue Reset Process: This is a high level discussion to get you thinking.…

1
Full Send Redux: A Year in Review 34:16

7d ago34:16

34:16

Randy welcomes back Roman Villard from Full Send Finance for Episode 171 almost a year after the recording date of Roman's first appearance on The Unique CPA. They discuss the progress and growth Full Send has seen in nearly a year, including updates on new service lines, team expansion, and a re-focus of how to track what progress actually means f…

1
Episode 377: Maya Weinreb - Challenges & Misconceptions in the Bookkeeping Industry 41:38

8d ago41:38

41:38

In this episode, I am joined by Maya Weinreb, the founder of Solvency Now, to discuss her journey from being a full-charge bookkeeper to running a successful remote bookkeeping business. Maya shares her insights on the challenges and misconceptions in the bookkeeping industry, the cultural nuances of managing a remote team, how she handles the hiri…

1
Episode 139 | Crush Client Ghosting: The Ultimate Sales Guide For Accounting Professionals With Denise Mandeau 25:32

12d ago25:32

25:32

Join us for an insightful conversation with business growth strategist Denise Mandeau as we dive into the three biggest mistakes accounting, tax, or bookkeeping firm owners make when sending out proposals or quotes and why prospects ghost them. Discover how to shift your approach to fill your firm with ideal clients who value your time, boost your …

1
AI in Accounting, How to Offboard Clients, Optimizing Your Firm w/Billy Angelo 38:14

12d ago38:14

38:14

In this episode, host David Cristello interviews Billy Angelo, the managing partner of Angelo and Associates, who brings over 20 years of experience in the accounting industry. Billy shares insights on steering small businesses, specifically private practice owners, towards financial clarity and success. They discuss topics such as off-boarding cli…

1
Episode 89 - The Complexities of Expense Management with the CEO of Fyle - The Woodard Report Podcast 30:39

13d ago30:39

30:39

On this show, Joe Woodard speaks with Yashwanth Madhusudan, co-Founder and CEO of Fyle, about the complexities of managing business expenses in today's digital and diversified financial environment. Here are a few key points from their conversation: The Evolution of Expense Management Role of Credit Cards in Businesses Challenges of Multiple Credit…

1
The Full Send Approach: Accounting Success 28:22

19d ago28:22

28:22

Roman Villard joins Randy Crabtree for Episode 170 of The Unique CPA to discuss his social media marketing approach and his founding of Full Send Finance. In a conversation recorded nearly a year ago, Roman discusses establishing his niche: Seed to Series B, primarily tech, startups. The key for Roman is his passion for working with early-stage com…

1
Episode 376: Loren Fogelman - Transform Your Accounting Firm with the Value Pricing Model 55:23

15d ago55:23

55:23

In this episode, I am joined by Loren Fogelman, a renowned business coach at Business Success Solution, recognized by HubSpot as one of the world’s top 22 business coaches. Loren shares her expertise in transitioning accounting firms from the traditional hourly billing model to a value-based pricing strategy. She outlines her “Raise Your Rates” for…

1
3 Things Holding Back the Accounting Industry w/Seth Fineberg 37:37

19d ago37:37

37:37

Today's guest, Seth Fineberg, a veteran in the accounting industry and founder of Accountants Forward, shares insights on how firm leaders can lead by example to move the profession forward. He discusses his career journey and current services, emphasizing the importance of instituting positive practices in the industry. Tune in to learn from Seth'…

1
The Big Idea: Strategic Marketing 32:52

24d ago32:52

32:52

On Episode 169 of The Unique CPA, Randy Crabtree connects with Katie Thomas, founder of Leaders Online, a marketing firm focused on business-to-accountants (B2A) services. They discuss Katie's journey from her entrepreneurial childhood to her professional experience in a Big Four accounting firm and her eventual venture into establishing Leaders On…

1
Episode 375: Amy Vetter - Achieving Work-Life Harmony with the B3 Method 47:08

22d ago47:08

47:08

In this episode, I explore the B3 Method (business, balance, and bliss) for achieving work-life harmony with special guest Amy Vetter, a CPA, entrepreneur, and yoga teacher. Amy shares her journey from a traditional accounting career to incorporating yoga and mindfulness into her life and business practices. She discusses the importance of self-ass…

1
The Process to Achieve More Freedom in Your Accounting Firm with Geraldine Carter 50:22

28d ago50:22

50:22

Send us a Text Message. Are you constantly bogged down by the never-ending demands of your accounting firm? Struggling to find time for yourself amidst the chaos? Feeling overworked and overwhelmed is common among accounting professionals. The stress of juggling multiple tasks and tight deadlines can leave you with little to no freedom. It's time t…

1
Redefining Your Balance: Vital Insights at Bridging the Gap 2024 20:32

1M ago20:32

20:32

For our third and final bonus episode of The Unique CPA, Rob Brown from The Accounting Influencers talks to Kasidy Kersey and Robb Zbierski about their upcoming appearances at Bridging the Gap 2024. Kasidy, the founder of Marina Bay Yoga, will be the Wellness Coordinator for this year's Wellness Room, reprising her role from the 2023 edition. Bring…

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

26d 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

1M 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

29d 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

29d 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

1M 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

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

1M 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
From the Front Lines: Special Guests at Bridging the Gap 2024 28:10

1M 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

1M 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

2M 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

1M 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

2M 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

2M 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

2M 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

2M ago53:13

53:13

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

1
Inspiring All Generations: Mental Health Advocacy 28:04

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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
The Intersection of Tech Security and Accounting 44:31

2M 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
Top Recruitment and Retention Tactics for Scaling Your Accounting Firm with Long-Lasting Teams (Randy Crabtree) 31:59

2M 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
Randy Crabtree (R&D Credits, Cost Segregation, and Conferences) 46:41

2M 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

2M 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…

1
Eliminating Your Way to Growth, Packaging Services, & Pivoting Towards Success w/ Jessica Zoraida 26:24

2M 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…

1
Episode 88 - Is Bookkeepping Dead? - The Woodard Report Podcast 44:15

2M 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

3M 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-…

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Randy Crabtree Podcasts

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