The Modern CPA Success Show: Episode 144

As a small business owner, you wear a lot of hats and it’s easy to feel like the pressure never stops.

Randy Crabtree, Co-Founder of Tri-Merit Specialty Tax Professionals, shares lessons that push you to rethink how you run your finances. He talks about passion, problem solving, and building systems that help you get better cash flow, and long‑term stability for your business. You’ll hear how he reshaped his career and his thinking helps business owners improve tax planning and adapt to the future of accounting. He goes straight into billable hours, pricing, advisory work, AI, offshoring, burnout, and what small business owners should expect from great financial partners. Tune in now and hear insights that shift the way you think about your financial future.