Building Your Firm with Ryan Lazanis

Ryan Lazanis, host of the Future Firm Accounting podcast and founder of Future Firm, joins Randy Crabtree for Episode 87 of The Unique CPA. Randy queries Ryan about Future Firm, which helps accounting firms scale and systematize their offerings. They discuss tiered, consistent pricing and niching, as well as the nexus between the two concepts, and Ryan details some of the steps necessary to modernize an accounting firm.

Important Links

Future Firm

Future Firm Accelerate

Future Firm Accounting Podcast

Future Firm Newsletter

Ryan Lazanis on LinkedIn

About the Guest

Ryan Lazanis, CPA, is the CEO of Future Firm, which he founded in 2018 to provide coaching and education to help systematize and scale accounting firms, with a focus on technology and process.

In 2013, Ryan founded Xen Accounting, which was 100% online, at a time when wholly cloud-based accounting firms were even more rare than they are now. After five years, Xen was acquired by a large, European corporate services firm. 

In 2021, Ryan launched Future Firm Accelerate, Future Firm’s online coaching platform. It includes a combination of online courses, online coaching and a community of accountants, firm leaders and partners worldwide.

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.