Join Us for an exclusive podcast episode with Randy Crabtree, where we delve into the world of accounting firm excellence! In this episode, we uncover the path to success, daily habits, and influential factors shaping the industry.

Every person has a unique message that can positively impact the world, and we're here to explore it. Stick around till the end as we reveal how YOU can be our next guest!
Randy shares insights from the recent "Bridging the Gap" conference, a brainchild three and a half years in the making.

Discover key learnings about prioritizing and bridging gaps between generational firms. ✨

Join Us for this enlightening discussion! Don't miss out on actionable insights that can transform your approach to accounting firm success. Tune in for 1520 minutes of wisdom and inspiration!

Connect with Randy Crabtree:
LinkedIn:   / randycrabtree1945a67  .
Website : https://www.accountingtoday.com/autho... Website : https://trimerit.com/.

Connect with Jackie on Instagram @jackiemCPA
* Check out more of Jackie’s work at https://www.jackimeyercpa.com

Book Reference :
The Designated Motivator By Dawn W. Brolin, CPA, CFE https://www.dawnbrolin.com/bookdm/.
Disconnect to Connect by Amy Vetter https://www.amyvetter.com/disconnect...
The Insiders’ Guide to Accounting Advisory Success 2023 https://www.amazon.com/InsidersGuide....

Connect With :.
Eric Green, CPA on LinkedIn :   / ericgreenb63a546  .
Dawn W. Brolin, CPA on LinkedIn :   / dawnbrolin  .
Duke Alexander Moore :   / dukealexandermoore  .

Timestamps:
0:00 Introduction and conversation begins
5:20 Discussion about the conference and the generational panel
12:35 Mention of Duke Alexander Moore and details about the conference panels
16:50 Mention of Amy Vetter and the wellness room at the conference
20:15 Discussion about the community aspect of the conference
25:10 Consideration of making the conference an annual event
31:00 Talk about the challenges and considerations in organizing a conference
36:40 Mention of Scott Smeester and his involvement in the conference
39:10 Brief discussion about coworking spaces and wellness initiatives
43:10 Reflection on the community and innovative thinking in the profession
46:40 Planning for the next conference and potential changes
49:50 Mention of Scott Smeester's rap performance and potential video release
52:40 Discussion about renewable energy tax credits
57:10 Mention of a broker reference for selling tax credits
59:00 Announcement of two new service offerings by TriMerit
1:03:30 Discussion about the Employee Retention Credit (ERC) and its complexities
1:07:00 Mention of potential IRS audit timelines for ERC
1:08:30 Closing remarks and information on where to follow Randy Crabtree

#bridgingthegap #accountingfirm #SuccessUnleashed