Building The Premier Accounting Firm

Niching In Accounting & Tax w/ Randy Crabtree

Picture of Roger Knecht

Roger Knecht

President of Universal Accounting Center

Episode Details


Overview: Niching In Accounting & Tax


Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Randy Crabtree


In this week’s episode, join Roger as he sits down with tax preparation and planning expert Randy Crabtree. They dive deep into the distinctions between tax preparation and tax planning, shedding light on how accountants can enhance their value by assisting clients in maximizing tax savings. Discover the key disparities between tax credits and tax deductions, and how understanding these differences can empower you to provide optimal guidance to your clients. If you’re an accountant looking to level up your skills and expertise in tax preparation and planning, consider enrolling in comprehensive tax preparer training. Equip yourself with the knowledge and strategies needed to excel in this dynamic field. Don’t miss this insightful episode and take the first step towards unlocking new opportunities as a skilled tax preparer.

They also talk about staffing; how you can now only draw in but retain your employees, , niching and how to develop your own niche, mental health issues among other topics.


About Our Guest: Randy Crabtree


Randy Crabtree is the host of his own podcast, ‘The Unique CPA’. It is ranked as one of the top 5% most popular shows in the podcast spectrum.

He is also the Co-founder and partner of Tri-merit Specialty Tax Professionals. He’s is an author, lecturer and the president of a 501C3 stroke survivors empowering each other organization and part owner of an award-winning craft beer and bottle shop in Chicago.

In December 2021, he was listed as one to watch in the section of Accounting Today, and is among the 100 most influential people in accounting. In may he was appointed into its tax counsel for a third-year term.



Universal Accounting Center

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