How Offering Broader Services Impacts CPA Firms

As the world and technology continue to change at an ever-increasing speed, so, too, is the way businesses are operating. Accounting firms are diversifying and offering a range of services that are rapidly becoming “the norm.” In this episode, CEO and Managing Partner of Sikich LLP, Christopher Geier discusses some of the ways in which this benefits both firms and clients, as well as some interesting thoughts on their hiring philosophy. 

Christopher Geier is the CEO and Managing Partner of Sikich LLP. In addition to leading the overall strategic and financial direction of the firm, he is responsible for large mergers and acquisitions and is a member of the Executive Board. Chris is focused on delivering the highest level of professional client service and creating a dynamic workplace where employees can be successful. Previously, Chris served as the Partner-in-Charge of Advisory Services and Sikich’s investment banking team.

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Meet the Host

Randy Crabtree, CPA

randy.crabtree@tri-merit.com

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 10% 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.