With Jason Staats

On Episode 97 of The Unique CPA, Randy sits down with Jason Staats, founder of Realize, a community of accounting leaders, and the co-host of the AutomationTown podcast. The former owner of Brenner & Company, LLP in Salem, Oregon, Jason has turned his attention to Realize full time, as well as to marketing via social media. The two discuss Jason’s social media presence, tech solutions to increase accounting productivity, and much more.

Important Links



The AutomationTown Podcast

Jason Staats on LinkedIn

Jason Staats on Twitter

Jason Staats on YouTube

About the Guest

Jason Staats, CPA, is the founder of Realize, a bespoke platform hosting a community of over 300 accounting professionals that specializes in mastermind groups, workshops, demos, and more, serving as a one-stop shop-style resource. Jason also co-hosts the AutomationTown podcast, which “explores common pain points for knowledge workers, and track down the people & tools necessary to automate trivial to-do’s,” with the goal of increasing productivity across the workforce.

Jason was formerly a partner at Brenner & Company, LLP, in Salem, Oregon, where he first started as a tax preparer over a decade ago. Jason earned his bachelor’s degree in accounting from George Fox University in 2010, and an MBA from Portland State University in 2016.

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.