The Important Role of Technology in Modern Accounting Firms

It could be easy to think of the accounting profession as one that resists change and sticks to a particular way of conducting business. But as any member of a successful modern-day accounting firm will tell you, it’s essential to stay on top of technological advances if you want your business to grow and to best serve its clients’ changing needs. In this episode, “accounting guru” David Bergstein shares some of his experience and insights with respect to this thought-provoking topic.

David has been in the accounting profession for many years. A graduate of CUNY Baruch College, and LIU C.W. Post, he has won several awards and is considered a visionary. He is also an adjunct college professor. Additionally, he has been an IRS Chief and member of their speaker’s bureau. Avalara named him to their Accounting Top 100 Social Media Leaderboard for 2018. In 2018, Val Steed, CEO at K2 Enterprises, LLC, added him to his Top 15 Accounting Technology Executives of all time. Accounting Today listed him as one of their Top 100 Most Influential People in both 2015 and 2017.

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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.