Successful marketing and sales approaches with Gary Kravitz

Randy talks with Gary Kravitz, longtime consultant and marketing professional, startup entrepreneur, and current partner with Integrated Growth Advisors, about the strategies CPAs can use to drive business to their practice.

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About the Guest

Gary Kravitz co-founded The Profit Advisors, a business consulting firm that trained accounting firms to maximize their profit potential, in 1993. In 2001, he co-founded BizActions, helping it grow into one of the largest digital newsletters and web marketing providers for accounting firms. BizActions was bought by Thomson Reuters in 2012, and he served as their National Sales Manager, providing content marketing, communications and business development solutions to professional service firms.

In 2018, Gary joined Integrated Growth Advisors, where he currently serves and specializes in Sales Process, Operations, Tactics, and Recruiting  He has led successful advising workshops on maximizing profit potential for hundreds of firms worldwide.

Gary holds a B.A. from the University of Pittsburgh and completed his graduate work at Ohio State University.

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.