Integration Made Easy with Stephen Vono and John Pastore

Things are changed up on Episode 98 of The Unique CPA as Randy co-hosts with past guest Stephen Vono of McGowanPRO. Together, they talk with John Pastore of Integrated Financial Partners, discussing the importance and profitability of integrating financial planning services into your accounting practice, and the process IFP has developed with the goal of making it a seamless process.

Important Links

Integrated Financial Partners

John Pastore on LinkedIn


Stephen Vono on LinkedIn

About the Guest

Stephen Vono serves as Senior Vice President at McGowanPRO. His focus is on Accountants’ professional liability insurance, and he is active in several leading accounting associations, presenting regularly at annual conferences.

Stephen has written and published several articles on practice management and errors and omissions insurance for accounting firms for Accounting Today and other publications. He contributes content for insurance programs for the accounting industry.



John Pastore is Senior Vice President and Private Wealth Manager at Integrated Financial Partners, a position he has held for over twenty years. Integrated Financial Partners offers comprehensive business building services, designed with the truly independent advisor in mind. Of key interest to accountants is John and IFP’s CPA Partner Program, which allows CPA firms to seamlessly integrate financial services into their practices and offerings.

John has been named a Five Star Wealth Manager by Five Star Professional on six occasions.



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.