Kristen Keats and Her Ambitious Goals

Kristen Keats joins Randy Crabtree on episode 76 of The Unique CPA, or in her case, the very, very busy CPA. The owner or co-founder of four, vertically integrated companies, Kristen’s goal is to change the accounting industry—she sees the gaps and shortcomings of the traditional firm model, and she’s putting that goal into action by demonstrating that another way is possible.

Important Links

About the Guest

Kristen Keats founded Breakaway Bookkeeping & Advising in 2019 because of her belief that there is a better way for accountants and our clients. In 2020, she acquired Sherwood Tax & Accounting with that same belief in mind. Then, in 2021, she co-founded Cadencia, and she became Captain at Starboard Collectives in 2022. Kristen’s mission is to Bring Joy – to accounting, to advisors, and to life.

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.