Insights with Dave Olsen

The Unique CPA returns for Episode 161 with host Randy Crabtree welcoming Dave Olsen, founder and CEO of Nimbl and Nimbl Staffing. Dave delves deep into the essential elements of leadership, culture, and growth that have fueled Nimbl’s success, including his transition from a Big Four auditor to a trailblazing business leader, building a thriving remote team across the U.S., Canada, and the Philippines.

Dave identifies his evolution from an accounting “technician” to a leader as a key aspect of his growth and success, and highlights the importance of cultivating a strong people experience (PX) and client experience (CX). Nimbl’s innovative strategies ensures the company remains adaptable and resilient, and Dave shares numerous actionable insights on fostering exceptional team culture and achieving sustainable growth.

Important Links

Dave Olsen on LinkedIn

About the Guest

Dave Olsen is the Founder and CEO of Nimbl, which provides back office services designed to take things off leaders’ plates so they can focus on making the impact they desire to have on the world. Nimbl’s target is $1 to $10 million in revenue, but we also love new startups and larger businesses that don’t need an in-house finance team.

A CPA in both the US and Canada, Dave knows what it’s like to build a business. Nimbl started as Dave as a contract CFO for a venture capital fund and several other businesses, and has grown to a team of dozens of people around the world who are passionate about helping leaders make an impact.

Dave also founded and leads Nimbl Staffing, and as part of that, he and his team built a bookkeeping and administrative team in the Philippines. Utilizing this infrastructure, Nimbl Staffing places full-time people for North American companies, specializing in placing accountants with firms and in-house finance teams, also hiring people for almost any administrative process.

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.