
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
- How to Master Cash Flow With AI and Value Pricing with Mark Wickersham · June 9, 2026 · 46 min
- Stop Saying Yes: How CPAs Can Build the Firm They Deserve with Geraldine Carter · May 26, 2026 · 49 min
- The Billing Revolution: AI, Time, and the Future of Accounting Firms with Blake Oliver · May 12, 2026 · 49 min
- Smarter Capacity Planning For Growing CPA Firms with Terrell Turner · April 28, 2026 · 56 min
- People You Should Know: Ryan Lazanis · April 15, 2026 · 49 min
- People You Should Know: Ron Baker · April 1, 2026 · 53 min
Explore listener stats, chart rankings, contacts and more on the The Modern CPA Success Show podcast page.