Co-Founder and Partner
Tri-Merit Specialty Tax Professionals
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.
Since 2019, he has hosted the bi-weekly "The Unique CPA," podcast, which ranks among the world's 5% most popular programs (Source: Listen Score).
You can find articles from Randy in Accounting Today's Voices column, the AICPA Tax Adviser, CPA Trendlines, Intuit Accountants TaxPro Center and he is a regular presenter at conferences and virtual training events hosted by national accounting associations, state CPA societies and other industry associations.
In May 2022 Randy was appointed, for a 3-year term, to the Intuit Tax Council.
Prior to starting Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries and has worked closely with top executives to help them optimize their tax planning strategies.
In the 2024 Accountants Annual Professional Satisfaction Survey, we uncovered key factors that drive satisfaction in the accounting profession, as well as those that contribute to dissatisfaction. In this session, we’ll explore these findings and discuss actionable strategies to enhance satisfaction, attract and retain the right talent, and create a thriving, people-first firm culture.
What you’ll learn:
In this panel discussion, CPA firm leaders and experts examine how to build and sustain a tech-forward firm through disciplined technology selection, integration, and adoption across the organization. Panelists will share practical, real-world examples of how firms are modernizing core systems, improving operational workflows, and driving staff adoption to support efficiency, scalability, and advisory growth. Attendees will gain applied insights they can use to evaluate their own technology environment and make informed decisions that support long-term firm performance.