Emotional Intelligence with Heath Alloway

Randy is joined by Heath Alloway of The Upstream Leader Podcast for Episode 95 of The Unique CPA. Intelligence as it’s been traditionally viewed, is less important to the accounting professional and to leadership than a more vital factor: emotional intelligence. Heath talks about his journey to understand the impact of emotional intelligence, highlights the ways high levels of emotional intelligence and empathy positively impact people and firms, and discusses strategies for developing what he says is ultimately not an inborn trait, but a skill.

Important Links

Heath Alloway on LinkedIn

The Upstream Leader Podcast

Upstream Academy

About the Guest

Heath Alloway serves as Director at Upstream Academy, where he and his team are focused on growth and innovation to support public accounting and professional services firms. This includes methods to create new ideas, test the market and how to go to market by serving clients. Built on a foundation of extensive real-world experience and thought leadership, Upstream Academy helps accounting firms find innovative and proven solutions for today’s challenges and proactively plan for tomorrow.

Heath co-hosts The Upstream Leader podcast alongside Jeremy Clopton, where they educate accountants anywhere in their career journey on becoming high-yield, low-maintenance leaders. He previously served as Director of Business Development at BKD. He earned his Bachelor’s in Business at Missouri Southern University in 2002.

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.