Best Randy Crabtree Podcasts (2024)

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

15d 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
Randy Crabtree (R&D Credits, Cost Segregation, and Conferences) 46:41

18d ago46:41

46:41

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

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

21h 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
With Jasmine DiLucci (Tax Attorney): Fighting Bad Tax Advice 53:13

2d ago53:13

53:13

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

1
Inspiring All Generations: Mental Health Advocacy 28:04

3d 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
Building Diverse Accounting Teams, Vaca's During Tax Season, & More w/ Nayo Carter-Gray 31:54

8d 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

10d 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

11d 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

13d 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

14d 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
The Intersection of Tech Security and Accounting 44:31

20d 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
Eliminating Your Way to Growth, Packaging Services, & Pivoting Towards Success w/ Jessica Zoraida 26:24

22d 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

23d 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

27d 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 135 | The Impact Of Transformational Sales Coaching With Amit Chandel 32:36

28d 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

30d 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

1M 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

1M 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
Value First: 40 Hour Weeks 40:23

1M 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
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
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
Building a Family Firm, Tax Planning, and Process Best Practices w/ Samantha Santaniello 23:04

2M ago23:04

23:04

Today's episode features Samantha Santaniello, partner at R.S.K Tax & Consulting. Samantha discusses the importance of setting boundaries to manage time effectively as a business owner. Host David Cristello explores topics like systems and processes for scaling a firm, balancing work and family life, and utilizing AI transcription tools. Tune in to…

1
Episode 133 | Break Free From The Learning Trap And Step Into Financial Abundance With Denise Mandeau 30:05

2M ago30:05

30:05

Many firm owners get so laser-focused on the learning part, but when will you start earning from it? How will we see the ROI immediately instead of thinking about the next designation? In this episode, Denise Mandeau, Business Growth Strategist and Business Owner, shares some shifts to step into financial abundance and break free from the learning …

1
A Vision for Breaking the Mold in the Profession 35:06

2M ago35:06

35:06

On Episode 154 of The Unique CPA, Randy Crabtree engages in a far reaching discussion with Alan Whitman, former CEO at Baker Tilly, who now serves as an advisor and coach to professionals. They delve into the necessary evolution of the accounting profession, exploring themes of innovation, breaking traditional molds, and fostering a sustainable and…

1
Episode 85 - SPECIAL EDITION on Non-Compete Agreements - The Woodard Report Podcast 52:12

2M ago52:12

52:12

On this show, Heather and Joe speak about the recent FTC ruling banning non-compete agreements and its implications for the accounting and broader business sectors. Here are the main points discussed: Here are a few key points from their conversation: FTC's Ban on Non-Compete Agreements — As of April 24, 2024, the FTC has banned non-compete agreeme…

1
REFRAME 2024: Win Without Pitching for Accountants with Blair Enns 1:02:41

2M ago1:02:41

1:02:41

Episode 3 of this 8-part webinar/podcast series is the official companion to the ⁠REFRAME2024.com⁠ we are going to have in October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clien…

1
Hitting $1.5M in 36 months (And Selling the Firm) 34:51

2M ago34:51

34:51

Summary In this episode of Growing Your Firm, host David Cristello interviews Jordan Sublette, the CEO and founder of Cloud Accounting Staffing. Jordan shares his journey of building and selling his firm, and dives into the world of outsourcing talent. They discuss the challenges of talent crunches and how Jordan navigated through them. Tune in to …

1
Episode 84 - Cannabis Accounting with Naomi Granger and Bruce Anderson - The Woodard Report Podcast 35:37

2M ago35:37

35:37

On this show, Heather speaks with Naomi Granger and Bruce Anderson about the cannabis industry from a financial and regulatory standpoint. About Naomi: Naomi Granger, CPA, MBA, is a seasoned accounting professional with over 18 years of experience, who has dedicated the last seven years to serving the cannabis industry exclusively. Naomi's passion …

1
One Step at a Time: Making Tech Work for You 42:29

2M ago42:29

42:29

Byron Patrick of the B³ Method Institute joins Randy for Episode 153 of The Unique CPA, and they delve into Byron's transition from an “okay accountant” to a technology expert. Byron is passionate about well-being and its interplay with the profession, and he and Randy discuss the key that technology can improve efficiency, which eliminates the str…

1
How to Sell Advisory Services at Your Firm w/ Adam Lean 37:45

2M ago37:45

37:45

In this insightful episode of the "Growing Your Firm" podcast, brought to you by Jetpack Workflow, host David Cristello is joined by special guest Adam Lean, CEO and co-founder of The CFO Project. Adam shares his expertise on how accountants can go beyond traditional number-crunching by engaging with clients through meaningful conversations that re…

1
Episode 83 - Interview with Kelly Richmond Pope - The Woodard Report Podcast 36:49

2M ago36:49

36:49

On this show, Heather speaks with Kelly Richmond Pope about her intriguing journey into forensic accounting, her experiences with fraud, and the human elements that complicate financial crimes. Here are a few key points from their conversation: Kelly Richmond Pope's Background Her Early Interest in Accounting A Personal Anecdotes of Learning About …

1
Maximizing Value in Your Niche 30:48

3M ago30:48

30:48

Randy Crabtree sits down with Chris Farmand of Small Batch Standard on Episode 152 of The Unique CPA. They delve into the complexities and financial management gaps in the brewing industry, and how that relates to niching principles generally: the importance of deep relationships, industry concentration, and adapting to market changes. Lead generat…

1
Episode 132 | Extinguishing Exhaustion: Learn How To End Burnout With Randy Crabtree 48:47

3M ago48:47

48:47

Like a flickering flame left unchecked, burnout will become rogue and rage out of control until it consumes you entirely. It is the flames that will lead you into the abyss of exhaustion. In this episode, Randy Crabtree, the co-founder and partner of Tri-Merit Specialty Tax Professionals, equips us with insights to learn how to end burnout. Burnout…

1
Is AI Overhyped? Is CAS a Necessity? These Questions and More w/ Daniel Hood 41:18

3M ago41:18

41:18

On this episode of Growing Your Firm, host David Cristello interviews Daniel Hood, the editor-in-chief of Accounting Today. With over two decades of experience in the industry, Daniel shares insights into the evolving trends in accounting firms and the push for advisory services. Tune in to gain a deeper understanding of the future of accounting an…

1
Not Just the Endgame: Exit Planning 30:06

3M ago30:06

30:06

On Episode 151 of The Unique CPA, Darryl Bates-Brownsword joins Randy Crabtree to discuss the importance of succession planning and its associated challenges. They delve into the benefits of early exit planning, with Darryl identifying the transition from selling hours to value-based service offerings as a key obstacle. Ultimately, exit planning is…

1
Working 2 Hours / Week, Running a $1.6M Firm, and Rapping with Scotty Scarano 37:11

3M ago37:11

37:11

On this episode of Growing Your Firm, David Cristello interviews Scotty Scarano, the self-titled wrapping custodian at Accounting High. Scotty, who is also the founder of a $2 million accounting firm and serves on various tech company boards, shares insights on OKRs and his rap career. Tune in to learn more about Scotty's journey and his unique app…

1
A Modern Firm for Modern Startups 36:08

3M ago36:08

36:08

Curt Mastio, who established Founder’s CPA, joins Randy for Episode 150 of The Unique CPA. They delve into Curt's transition from Big Four to his own firm, the complexities of dealing with the blockchain and crypto industries, and FinTech niche and the unique challenges it presents for accountants. They also discuss modern firm practices, tax plann…

1
Bonus Episode | Grief And Loss Meditation: Explore Your Emotions And Traverse Into The Healing Space With Leo Flowers 24:12

3M ago24:12

24:12

Are you dealing with burnout, stress, and anxiety? In this fast-paced world, having a moment just to ourselves can feel like a gift. Today’s episode is one you will appreciate. Leo Flowers guides us through a 20-minute Serenity Meditation, where we allow ourselves to let go of the stress and worries that fill our days. So find a comfortable, quiet …

1
Smarter Way to Hire, Output Thinking, and Removing Yourself w/ John Seiffer 36:55

3M ago36:55

36:55

In this episode of the Growing Your Firm podcast, host David Cristello welcomes John Seiffer, a seasoned business owner and remote CEO, to discuss the concept of Output Thinking and its application in team management. John, a business coach and former president of the International Coach Federation, shares insights on how to make managing teams eas…

1
Episode 82 - Randy Crabtree on Fostering a Positive Company Culture - The Woodard Report Podcast 27:47

3M ago27:47

27:47

On this show, Joe speaks with Randy Crabtree about the critical elements of fostering a positive company culture, its impact on professional mental health, and its significance in the business environment. Randy Crabtree, co-founder of Tri-Merit Specialty Tax, host of the Unique CPA podcast, and a renowned speaker in the accounting industry, shares…

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Randy Crabtree Podcasts

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