The CPA Advisory Show

Developing a Top Notch Corporate Culture with Randy Crabtree


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Jeremy and Chris welcome special guest Randy Crabtree (@RCrabtreeCPA on Twitter). Randy is the host of The Unique CPA podcast and Co-Founder of Tri-Merit. The key takeaways from the episode (courtesy of ChatGPT) are:

  • The importance of finding a niche in your firm.
    • Randy's journey into podcasting and the role it plays in his firm.
      • Definition and importance of advisory services in the accounting field.
        • Benefits of offering advisory services for tax firms and clients.
          • Comparison between Tri-Merit and traditional CPA firms, highlighting their unique approach to staffing and business development.

          • Follow the show on Twitter ⁠@CPAAdvisoryShow⁠

            Jeremy Wells on Twitter ⁠@JWellsCFO⁠

            Chris Hervochon on Twitter ⁠@ChrisHervochon

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            The CPA Advisory ShowBy Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA