How Modern CPAs Are Designing Better Lives and Better Firms

In this episode, Rory speaks with Susan Bryant, founder of Unboxed Advisors, and Randy Crabtree, co-founder of Tri-Merit Specialty Tax Professionals, about their contributions to The Holistic Guide to Wealth Management and how CPAs can build firms that deliver a stronger return on relationships for both clients and team members. Susan shares why she left a traditional firm to build a concierge-style advisory practice centered on deep client relationships, one that offers greater meaning and personal fulfillment. Randy discusses findings from the CPA Career Satisfaction Survey, including why mid-career professionals are burning out and how firm leaders can improve culture, leadership, and employee well-being. Together, they explore why compliance alone is no longer enough, how a Virtual Family Office model can improve client outcomes and why empathy and operational freedom can help pave the way for building a winning team . Want to know how to create a practice that aligns with your values? Curious how to attract and retain talent? Find out the answers to these questions and more in this designing better lives and firms conversation with Susan Bryant and Randy Crabtree.