The Fun CPA Podcast
It is no secret that the accounting profession needs a fresh perspective after years of status quo.
The Fun CPA podcast aims to bring exactly that. Fun, refreshing and unique perspective on a profession that needs it the most.
The conversations I will bring to you will bring you and your firm value. We discuss pricing, firm management, technology, social media and mental health. The guests on the show range from small accounting firm owners to big firm partners to incredible mental health coaches to our profession and much much more.
Give it a listen, the fresh perspective you been waiting on is here!
The Fun CPA Podcast
Randy Crabtree - The Human Side of Accounting
Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by Randy Crabtree!
Randy is co-founder and partner of Tri-Merit Specialty Tax Professionals and an author, lecturer and host of The Unique CPA podcast.
His aptly named “Unique CPA” podcast is the perfect descriptor for Randy’s journey – not only to become a CPA – but also his path towards business ownership. His experience in toxic, corporate environments inspired him to build his own ideal firm with a focus on an employee-first culture.
Randy’s career has yielded many insights both big and small that have informed his business practices and POV on the industry, such as the importance of networking and conferences, why you should root for other people, and much more.
For you would-be owners out there or even soloprenuers trying to get their first client – this episode will be sure to inspire you AND give you concrete advice on how you can grow and evolve in an industry that has a complicated reputation for burnout and poor mental health management.
Episode Highlights:
0:00 - Teaser
0:57 - Episode beginning
4:45 - How Randy discovered accounting
9:23 - What Randy experienced vs. what he expected
20:35 - What happened after Randy left the firm
24:35 - Habits of never leaving, celebrating colleagues
27:35 - What made Randy sure he needed to move on
30:50 - Randy’s approach when he started out
33:27 - Is organic growth still relevant?
34:30 - Randy’s firm and why he sold
39:08 - Randy post-sale
43:20 - How Randy started another firm, what he did different
49:17 - A significant mindset shift in how the business is run
52:05 - How to get intentional about sales
55:39 - Avoiding the same mistakes while building a business
1:03:48 - The desire to start doing conferences
1:09:45 - Randy’s advice to the new school
1:13:45 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
CONNECT WITH YURI KAPILOVICH
LinkedIn: https://www.linkedin.com/in/ykapilovich/
Website: https://www.thefuncpa.co/
CONNECT WITH RANDY CRABTREE
LinkedIn: https://www.linkedin.com/in/randy-crabtree-1945a67/
Website: https://tri-merit.com/
