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The Fractional CFO Niche

The Fractional CFO Niche

Unique Cpa Featured Image Ep 38 Terrell Turner 1 - The Fractional Cfo Niche - Tri-Merit

Boosting Businesses with Terrell Turner

Fractional CFOs are a relatively new, fast-growing, and unique segment of the financial space. Randy talks to Terrell Turner of TLTurner Group, a fractional CFO firm that offers a wide array of services to business owners in various industries. Terrell is also the host of The Business Talk Library podcast, a series of over 200 shows and resources  for business owners, entrepreneurs and professionals.

About the Guest

Terrell Turner - The Fractional Cfo Niche - Tri-MeritTerrell 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.

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 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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