With Andrew Lassise

Bridging the Gap Conference 2024 is July 22–24, 2024, is Rosemont, Illinois, and on Episode 160 of The Unique CPA, Randy interviews Andrew Lassise, founder of Tech4Accountants, now a part of Rightworks, a platinum sponsor of the conference. Andrew and Rightworks specialize in cybersecurity and compliance in accounting. With their expertise, they help firms establish WISPs, Written Information Security Plans, aid them in navigating the FTC Safeguards Rule, educate on cybersecurity best practices, and more. WISPs are not optional for almost anyone with a PTIN, so tune in to learn what you need to do to safeguard yourself, and your clients.

Important Links



Tech Talk for Accountants Podcast

Andrew Lassise on LinkedIn

About the Guest

Andrew Lassise is the founder of Tech4Accountants, which merged in with Rightworks in the last year in order to further help small to mid size accounting firms get their tech compliance handled. Andrew and Rightworks work to ensure firms don’t have to learn the details of the tech, get overwhelmed, or do anything other than running the business.

Andrew started with computers in 1993, then worked at my university help desk in 2007. He previously worked at several startups, and after one failed, picked up the pieces and started Rush Tech Support, which would eventually become Tech4Accountants. It grew to $1.7m in revenue in two years. It eventually grew to $4.3m, with 50 employees in 6 offices, and then due to Covid and self-admitted poor management, it bottomed out in 2020. Tech4Accountants began focusing exclusively on accountants during that time and grew to about $5m in revenue before the acquisition by Rightworks in 2023.

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.