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Collaborative Accounting with FreshBooks

Collaborative Accounting with FreshBooks

Unique Cpa Featured Image Ep 165 Laura Crean - Collaborative Accounting With Freshbooks - Tri-Merit

Featuring Laura Crean

On Episode 165 of The Unique CPA, Randy Crabtree talks Bridging the Gap 2024, highlighting the vital support of Diamond Sponsor FreshBooks with guest Laura Crean. Laura serves as Partner Program and Education Manager at FreshBooks, and  she dives into her journey from Ireland to Canada as well as her role in FreshBooks’ exciting new ventures, particularly FreshBooks’ recent transition to a full general ledger system and the innovative Collaborative Accounting Framework. The goal is a synergistic approach between accounting professionals and business owners, and Laura shares her insights on certification, onboarding, and maintaining a balanced work culture within the profession, underscoring the importance of collaborative efforts and continuous learning in today’s accounting landscape. She and Randy further explore strategies to elevate the accounting profession while creating a healthy, fulfilling work environment.

About the Guest

Crean - Collaborative Accounting With Freshbooks - Tri-Merit

Laura Crean is an ACA-qualified accountant who balances technical experience with a strong interest in sustainability, data analytics and creative solutions in business. Since February 2024, she has served as Program Manager at FreshBooks, where she is passionate about revolutionizing the accounting world one step at a time. She first came to Freshbooks in October of 2020, having moved to Canada from Ireland in 2017. She gained Big Four experience while still in Ireland, working as an Audit Senior for Ernst & Young until 2016.

Since joining FreshBooks, Laura has had the honor of leading the charge in creating their Accounting Partner Program, crafting each module with care, and seeing results as FreshBooks’ partners have flourished as they gain new skills and knowledge.

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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