Why Head Plus Heart Equal High Glass Door Rating

There’s more to running a successful business than simply doing what a client asks and getting the job done. Clients might know what they want, but they aren’t necessarily aware of what they need. As CEO and managing partner of Aprio, Richard Kopelman has had extensive knowledge and experience as an advisor and consultant. In this episode, Richard explains how bringing both head and heart to your clients can help them have greater success, which means greater growth and expansion for your own business, too. 

Richard Kopelman is the strategic visionary leading Aprio’s growth to the next level. He is known for being one of the most well-rounded business leaders in Georgia because of his ability to offer strategic consultation and insights. For example, he has helped clients achieve success in many high-growth businesses in the areas of manufacturing, distribution, transaction processing, service providers and insurance agencies. He is regularly called on by the national and local business, trade and industry press for expert commentary and insights. He is quoted frequently in publications like IndustryWeek, Manufacturing & Technology, Accounting Today and the Atlanta Business Chronicle. He also has been interviewed by WSB-TV, WSB-Radio, Fox News and National Public Radio (NPR) on important business issues.

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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.