Making Tech Work for You with Byron Patrick

Byron Patrick of the B³ Method Institute joins Randy for Episode 153 of The Unique CPA, and they delve into Byron’s transition from an “okay accountant” to a technology expert. Byron is passionate about well-being and its interplay with the profession, and he and Randy discuss the key that technology can improve efficiency, which eliminates the stresses and time sinks of the job, which leads to better work-life balance, but he holistically broadens his focus to things each person can do for themselves, too. That said, he shares information on AI tools like Bard, ChatGPT, and more, discussing their impact, ultimately stressing that making incremental, small changes is all you need to do to improve your workflow in this rapidly changing technological arena.

Important Links

Byron Patrick on LinkedIn

B³ Method Institute

About the Guest

Byron Patrick, CPA, currently serves as VP of Client Success at The B³ Method Institute, where his personal mission is to help CPAs and small businesses to leverage technology for their success.

Although Byron initially practiced as a CPA, he subsequently discovered a passion for technology. After years of churning out tax returns and completing audits, he decided to marry his passions for the accounting industry and technology. He has subsequently been recognized as an industry leader on technology topics impacting CPAs, allowing himthe opportunity to be a speaker at industry conferences around the country. He embraces these opportunities to educate CPAs on a wide variety of technology topics such as cloud computing, Microsoft updates, AI, and more.

A member of the Maryland Association of CPA’s Board of Directors and ultimately Chairman of the Board, Byron has also participated at a variety of levels with the American Institute of CPAs, including currently serving on the PCPS Executive Committee. He earned his Bachelor’s in Accounting at Salisbury University 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.