Old Values and New Challenges Converge

In the old days, no one was challenging traditional management styles. But along with the rapidly changing world of business and technology came the need to look at the relationship between leadership and management. In this episode, Jennifer Lee Wilson discusses what convergence coaching is, and how essential it is to the efficient and successful running of your firm. She also shares some significant information regarding attraction and retention, examining your business model, and why it is essential to rethink promotion requirements.

Jennifer Lee Wilson is a co-founder and partner with ConvergenceCoaching, LLC, a national consulting firm for CPAs. She has been named to Accounting Today’s list of the Top 10 and Top 100 Most Influential People in Accounting, IPA’s Top 10 Most Recommended Consultants and CPA Practice Advisor’s Top 25 Thought Leaders and the Most Powerful Women in Accounting lists. She is a frequent speaker, teacher, facilitator, and writer within the CPA profession and is a member of the AICPA, Association for Accounting Marketing, CPA Firm Management Association, American Marketing Association, International Coach Federation, New Horizon Group and CPA Consultants’ Alliance.

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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.