With Charles McKissick

Charles McKissick joins Randy for Episode 79 of The Unique CPA, and they discuss how accounting firms can benefit from outsourcing. Charles’ company, Unison Globus, provides dedicated outsourced teams to accounting firms across four continents, providing an innovative solution to tackling ongoing problems with staffing and employee retention in the accounting profession amidst the “great resignation.”

Important Links

Charles McKissick on LinkedIn

Charles McKissick’s email

Unison Globus

About the Guest

Charles McKissick is the Head of Business Development and Customer Experience in North America for Unison Globus. A former CPA, Charles seeks to address the challenges in running a professional practice in the ever-changing accounting environment. His goal is to support individuals and businesses in providing exceptional results for their clients while growing revenue.

Unison Globus provides dedicated staffing and technical support working in concert with accounting firms to meet their clients’ accounting, payroll, tax compliance and tax planning needs.

Charles received his B.S. in Accounting from Oklahoma State University and earned his CPA license in Illinois in 1993, as well as his CFP designation in 1999.

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.