Figuring Out: Scaling Firms with a Culture Focus | Podcast #EP20 1 Credit
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Welcome to a new Episode, are you struggling to balance rapid growth with maintaining a positive work culture? As your firm expands, it can feel overwhelming to keep everything in sync—especially when managing both business growth and employee well-being. In this Episode, you’ll gain valuable insights from our guest Randy Crabtree, co-founder of Trimerit, on how to successfully scale your firm while fostering a healthy work-life balance and maintaining a strong company culture.
This Episode covers the strategies behind Trimerit’s growth, from increasing revenue from $1.7 million to over $20 million, to creating a thriving, inclusive team culture. Speaker will share how intentional leadership, clear role alignment, and effective communication played pivotal roles in scaling the business. You’ll also learn about Trimerit’s virtual firm model, which maintained strong team cohesion even through rapid expansion. This CPE Episode emphasizes that growth is not just about numbers—it’s about creating a sustainable environment for employees and clients alike.
Key Topics:
By the end of this Episode, you’ll have practical tools to build a growth strategy that balances performance with workplace well-being. Join us today and learn how to build a thriving firm that values both success and people.
| License details | Credits | Status |
|---|---|---|
| Business Mgmnt and Org for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Business Mgmnt and Org for CPA in Canada | 1 CPD | Eligible |
| Business Mgmnt and Org for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
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Randy Crabtree, CPA, 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 10% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-savingopportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.
Schaumberg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).
Prior to joining 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.
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