Keep Finding the Next Mountain to Climb

It’s one thing to build a successful business and maintain it at the same level. Expanding it is quite another. And it won’t happen if you’ve got an “If it ain’t broke, don’t fix it” mentality. In this episode, Sam Allred, Director at Upstream Academy, shares his inspiring insights on the importance of stepping out of your comfort zone, embracing change, and challenging yourself and your team in order to create a high-performing firm. From improving processes and systems to unique ways to determine partnership qualifications, Sam explains the importance of finding new mountains to climb in keeping yourself and your practice fresh and running at peak performance.

Sam Allred is a Director at Upstream Academy, Founder of Upstream Academy Network, an international association of accounting firms, and was the central figure in the development of methodology and best practices now practiced by hundreds of firms throughout the United States and Canada. He interacts with hundreds of accounting firms around the world every year via conferences and other events and is in high demand as a facilitator for accounting firm retreats. He has been regularly recognized as one of the major influencers of the accounting profession and for the past several years has been listed as one of “IPA’s Most Recommended Consultants.”

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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.