A Niche Model for Niche Industries with Terrell Turner

On Episode 57 of The Unique CPA, Terrell Turner returns to discuss the fractional CFO concept with Randy Crabtree. Terrell discusses recent honors he’s received, strategies for businesses who are looking for fractional CFO services, how his firm provides those services using a tailored pricing model, and his passion for helping business owners make the most of what they have.

Important Links

Terrell Turner on LinkedIn

TL Turner Group

The BusinessTalk Library

About the Guest

Terrell Turner is a Certified Public Accountant and managing partner of the TLTurner Group, providing consulting and training services to make accounting and finance less complicated for business owners and executives. He is also the founder and host of the Business Talk Library, a professional content show that features interviews with CEOs, executives, and Ph.D. researchers in accounting, finance, and various aspects of business.

Terrell was recently honored by being named as an inaugural 40 Under 40 Black CPA Award recipient from the Illinois CPA Society.

Prior to launching his firm in 2020, he served in several finance and accounting leadership roles with Ernst & Young, Navistar Inc., General Electric, and Passport Inc. in both North and South America.

Terrell earned his Bachelor’s in Business Administration from Lander University in 2007, and his Master’s in Accountancy from the University of Notre Dame in 2008. He is certified in accountancy by the Commonwealth of Virginia and the State of North Carolina.

Meet the Host

Randy Crabtree, CPA

randy.crabtree@tri-merit.com

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 bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% 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.

Schaumberg, 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.