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We are excited to be joined by Randy Crabtree, CPA, on the show today. As the co-founder and partner of Tri-Merit Specialty Tax Professionals, Randy is a widely followed author, lecturer, and podcast host within the accounting profession. He is also an advocate for mental health awareness when building and scaling a business.
Randy worked in a few other career fields before starting in the financial industry, including software development and sales, but later discovered his passion for accounting and tax. He worked as a traditional CPA for many years before he saw an opportunity to start a specialty tax firm himself, which he continues to enjoy to this day.
In today's episode, Randy shares his personal struggles with work-life balance, having once worked over 80 hours a week as a CPA. He speaks candidly about the importance of establishing healthy work boundaries and prioritizing self-care. Randy also reflects on the benefits of finding his niche, delegating responsibilities, and fostering genuine client relationships, all of which have contributed to balanced growth at Tri-Merit.
Tune in as Randy discusses burnout in the accounting industry, curating positive company culture, and learning to leave work at work.
Join us today as we discuss these things:
1:00 – Randy shares his backstory
2:23 – Randy reflects on burnout in the accounting industry and what he has learned from experiencing it personally
8:59 – How Randy has scaled his business through client relationships and delegation
15:16 – Randy talks about trying to curate company culture remotely
21:00 – The importance of mental and physical health awareness while scaling a business
25:32 – Learning to shut down at the end of the day
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Learn more about Randy:
Email: travis@travisparry.com
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