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

Developing a Top Notch Corporate Culture with Randy Crabtree