Identify Opportunities Within Your Client Base with Randy Crabtree

Randy Crabtree, co-founder, and partner of Tri-Merit Specialty Tax Professionals is a widely followed author, lecturer, and podcast host for the accounting profession. Randy is also President of the 501(c)(3) Stroke Survivors Empowering Each Other (SSEEO) and part owner in an award-winning craft beer and bottle shop in Chicago, Illinois.

Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% most popular programs. You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser and he is a regular presenter at conferences and virtual training events hosted by CPA associations, state CPA societies and top 400 CPA firms across the country. 

In this episode we discuss:

• Introduction  [2:55]
• Randy’s first business at 16 [6:48]
• Starting his own CPA firm  [12:00]
• Randy as an educator [15:40]
• Doing podcast, publishing articles, speaking events  [19:53]
• Tax incentives, employee retention credit  [21:56]
• Tri Meit’s core values on how they do projects  [27:08]
• How Tri Merit attract and gain CPA firms as clients [29:50]
• How to identify opportunities within your client base  [33:20]
• Learn more about Randy and Tri Merit [27:22]

Links to sources and tools:

• Connect with Randy Crabtree on LinkedIn
  • https://www.linkedin.com/in/randy-crabtree-1945a67
• Need a Specialty Tax Specialist? Visit Tri Merit’s website
  • https://tri-merit.com
• Listen to The Unique CPA podcast
  • https://tri-merit.com/podcasts

Listen to other PTSS Episodes:

• Implementing EOS, Kolbe Assessment and More with Courtney DeRonde
• How To Build Multiple Side Businesses with James Manske
• The Benefits and Results of Core Values in a Business with Sherry Eifler

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