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A Fresh Start

A Fresh Start

Unique CPA Featured Image Ep 194 Kelly Rohrs - A Fresh Start - Tri-Merit

Bulding the Firm of Your Dreams with Kelly Rohrs

On Episode 194 of The Unique CPA, Randy Crabtree chats with Kelly Rohrs, founder of her own CPA firm and co-host of the podcast From Zero to Millions: Accounting Edition. Kelly shares her journey from working in a traditional CPA firm to establishing her own practice and the strategies she employed to make it a success, such as leveraging LinkedIn for exposure and building authentic relationships. Kelly has been recognized by CPA Practice Advisor, making their “Top 40 Under 40” list, and she shares insights on boundary setting, discusses her efforts to help other professionals through her mastermind groups, known as Fiscal Minds, and her podcast, and she emphasizes the importance of openness to innovation, of community, and maintaining work-life balance, as keys to her continuing success.

About the Guest

Rohrs - A Fresh Start - Tri-MeritWith over a decade of experience in public accounting, Kelly Rohrs is the owner and founder of Kelly A. Rohrs CPA and Fiscal Minds. She specializes in providing tax, accounting and advisory services to small to medium sized businesses in the professional service industries. Kelly is highly respected within the accounting community, having been named Top 40 Under 40 CPA by CPA Practice Advisor in 2024. She is active in professional organizations from which she has received numerous awards and mentions for her work in the field. An active member of the AICPA, NYSSCPA, and Whoggga, she serves on the AICPA Tax Practice Resiliency Committee, dedicating her time to enhancing the practices of fellow CPAs. She also runs Fiscal Minds, a monthly mastermind group that supports current and prospective firm owners. In 2023, she co-founded the podcast From Zero to Millions: Accounting Edition with Bilal Mehanna, CPA. The podcast has achieved thousands of downloads and features leading voices in the accounting world.

Meet the Host

Randy Crabtree, CPA

randy crabtreeRandy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the “The Unique CPA,” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.

   

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