34 - Bridging the Gap with Tri-Merit's Randy Crabtree

The Concierge CPA

Today, we're joined by the incredible Randy Crabtree and we're diving deep into his recent conference. Get ready to uncover the gems of wisdom that Randy has to share about his unique event for accountants, featuring notable speakers and captivating topics.

We discuss the crucial themes of mental health, vulnerability, and entrepreneurship in the accounting profession. We'll also shine a spotlight on the innovative approaches Randy has taken to infuse wellness initiatives and community-building into his conferences. From there, we take a deep dive into the potential changes to future conferences he hosts.

Randy shares his expert perspective on the latest trends and events in the accounting industry, including tax credits for businesses. He shares the unique ways businesses can take advantage of credits and how his business, Tri-Merit can help. From this conversation, you'll gain firsthand knowledge on leveraging tax credits to their maximum potential. Trust me, you won't want to miss it!

What you'll hear in this episode:

[1:20]Randy's conference for accountants with notable speakers and topics.

[5:40]Mental health, vulnerability, and entrepreneurship.

[11:35]Mental health in the accounting profession.

[16:35]Wellness initiatives and community building at a conference.

[20:35]Improving conference experience through exclusivity and community building.

[25:10]Accounting industry trends and events.

[29:40]Tax credits for businesses, including renewable energy and investment tax credits.

[35:30]IRS audits and tax credits with a CPA.

Connect with Randy on Instagram: https://www.linkedin.com/in/randy-crabtree-1945a67/

Learn more about Tri-Merit https://tri-merit.com/

Connect with Jackie on Instagram @jackiemCPA

Check out more of Jackie’s work at https://www.jackiemeyercpa.com/