People You Should Know: Randy Crabtree

People You Should Know: Randy Crabtree

From The Modern CPA Success Show by Summit Virtual CFO by Anders

January 13, 2026 · 47 min

About this episode

Randy Crabtree shares insights on improving financial management for small business owners.

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...

People in this episode

Guest: Randy Crabtree

Topics covered

  • small business
  • finance
  • tax planning
  • cash flow
  • long-term stability

Keywords

  • small business owner
  • financial management
  • tax planning
  • cash flow
  • business systems

Mentioned in this episode

Organizations: Tri-Merit Specialty Tax Professionals

More episodes of The Modern CPA Success Show

Explore listener stats, chart rankings, contacts and more on the The Modern CPA Success Show podcast page.