With David Toth

David Toth of Winding River Consulting brings his digital marketing expertise to the table in this conversation with Randy on episode 110 of The Unique CPA. David identifies the five core principles behind developing a successful digital culture that drives growth at a CPA firm amongst a plethora of other business development insights. He further touches on how important getting buy-in from people in important, decision making roles, as well as finding them “gems” within your firm that will carry on the torch in future generations.

Important Links

Winding River Consulting

Digital Deep Dive Summit

David Toth on LinkedIn

About the Guest

Portrait of David TothDavid Toth serves as the Chief Growth Strategist for Winding River Consulting, and he built his marketing and growth expertise around a strong digital comprehension. Understanding the importance of data, he reasoned, should guide each step of the process, using informed decision making to adapt when and where necessary. He is a strategic thinker and believes the path to successful outcomes includes integrating technology with tried-and-true practices. As David sees it, when it comes to digital transformation there will always be new dots to connect.

David has served as an outsourced CMO, agency executive, and business advisor for organizations in sectors from fast-growing start-ups to well established Fortune 500 companies. David is a 2008 graduate of Miami University of Ohio with a BA in Political Science and a minor in entrepreneurship. He received the Miami University 2008 Entrepreneur of the Year award, was selected as one of 10 to Watch by Cleveland Magazine in 2019 and one of 12 under 36 Difference Makers by Cleveland Jewish News, 2020. Currently, David sits as Vice Chair on the Engage Cleveland board of directors and has been civically involved in the Northeast Ohio community for over 10 years.

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.