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Soft Skills and Accounting Adventures

Soft Skills and Accounting Adventures

Unique CPA Featured Image Ep 197 Greg Adams - Soft Skills and Accounting Adventures - Tri-Merit

With Greg Adams

On Episode 197 of The Unique CPA, Randy Crabtree welcomes Greg Adams, Senior VP and CFO at the American Management Association and author of the novel Green Shade$. Greg discusses his career journey, his passion for the profession which served as inspiration for his novel—which features an accountant protagonist—and his advocacy for improving the image and perception of accountants. He emphasizes the importance of soft skills in the accounting profession and offers insights on how to address the declining number of CPA exam takers by improving the image and appeal of accounting as a whole.

About the Guest

Adams - Soft Skills and Accounting Adventures - Tri-MeritGreg Adams is an author, CFO, COO and Director/Audit Committee Chair of public, private or private equity portfolio companies and nonprofit organizations at AMA. His new novel, Green Shade$: Accountants Aren’t Supposed To Die This Way, was released in the second quarter of 2024.

Greg describes himself and his role at AMA as strong on eComm, software as a service (SAAS), data solutions, technology services, education and consumer products experience with operational orientation driving performance throughout the organization. He provides consultation, reporting and alternatives to the CEO, Stakeholders and Board regarding various aspects of company operations including acquisitions, recapitalization, new products/line extensions and special projects. He has experience in installing web-based finance systems, transforming finance teams, US and International Tax Compliance and business models. Successfully completed numerous Initial Public Offerings, Private Placements and Debt financings.

Meet the Host

Randy Crabtree, CPA

randy crabtreeRandy 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.

   

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