With Tina White

Randy welcomes Tina White, the founder of Panoramic Academy, on Episode 107 of The Unique CPA. Tina started her career in the public accounting world, then transitioned to ownership of an HVAC servicing company, and now runs Panoramic Academy, which specializes in coaching business owners to improve their financials and make their companies self-sufficient. She discusses how important advisory services are in the accountant / business relationship, the human element of that connection, and how important it is for any business to tighten up every aspect of its operations.

Important Links

Panoramic Academy

Panoramic Academy’s Accountants Page

Tina White on LinkedIn

About the Guest

Tina White is the founder of Panoramic Academy, which aims to transform businesses and their practices through high level training courses and coaching sessions. Unique sessions are targeted at business owners, their teams, and specialised courses for bookkeepers.Tina previously served as owner of Brown Heating and Cooling, an HVAC servicing company, between 2015 and 2021. She sold that business to a private equity firm.

After receiving her accounting degree from Georgia Southwestern State University, Tina worked as a tax manager, controller, software consultant, and more for a variety of firms.

Meet the Host

Randy Crabtree, CPA


Randy Crabtree

Randy 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.