The Key to Staffing with Jennifer Lee Wilson and Renee Moelders

On Episode 105 of The Unique CPA, Jennifer Lee Wilson returns and is joined by Renee Moelders to talk to Randy about the latest, encouraging results of ConvergenceCoaching’s biennial Anytime, Anywhere Work survey. The survey results are available for free, and they show big developments for firms in making work more flexible and more accessible. The trend indicates that these were the firms not having trouble attracting new talent or keeping existing talent: Perhaps an unsurprising consequence, but one that all accounting firms should take serious heed of.

Important Links


Anytime, Anywhere Work Survey Results

Jennifer Lee Wilson on LinkedIn

Renee Moelders on LinkedIn

About the Guest

Jennifer Wilson is the co-founder and partner with ConvergenceCoaching, LLC, a national consulting firm for CPAs. Jennifer has been named to Accounting Today’s list of the Top 10 and Top 100 Most Influential People in Accounting, IPA’s Top 10 Most Recommended Consultants and CPA Practice Advisor’s Top 25 Thought Leaders and the Most Powerful Women in Accounting lists.

A frequent speaker, teacher, facilitator, and writer within the CPA profession, Jennifer is also a member of the AICPA, the Association for Accounting Marketing, the CPA Firm Management Association, the American Marketing Association, the International Coach Federation, the New Horizon Group and CPA Consultants’ Alliance. Through ConvergenceCoaching, she specializes in leadership development, driving change, Next Gen, succession planning, strategic planning, leadership, management consulting, talent development, training and development, coaching, consulting, distance learning, marketing, social media, business development, and organizational development for CPA and IT firms and the channel-based organizations who support CPA and IT firms.

Portrait of Renee MoeldersRenee Moelders is a partner with ConvergenceCoaching, a position she has held for over four years of her nearly ten year tenure there. A speaker, writer and facilitator for the CPA profession, she works with leaders to improve their ability to grow, develop and inspire teams. Her topics include flexible work programs, innovative recruiting strategies, mentoring and career manager techniques, and firm economics.

Prior to joining ConvergenceCoaching, Renee served as the Firm Administrator for four firms around the United States during which time she modernized and innovated their HR, financial, operational and IT functions to meet the needs of their team members and clients.

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 bi-weekly “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.

Schaumberg, 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.