Modern Data-Driven Solutions with Jeremy Clopton

One of the hottest topics in the financial world today is Data Analytics. But how does a CPA firm start utilizing Data Analytics in its day-to-day operations, or even offer Data Analytics services to its clients? Randy talks to Jeremy Clopton, director at Upstream Academy, about the role Data Analytics can play for a firm’s practice—especially as AI and machine learning loom on the horizon—and about the future of the accounting profession in this changing landscape.

Important Links

Jeremy Clopton on LinkedIn

Upstream Academy


About the Guest

Jeremy Clopton, Director at Upstream Academy, gained his real world experience from his work at BKD CPAs & Advisors, where he led a firm-wide specialty practice. During his 12 years there, Jeremy gained extensive experience in data analytics, fraud prevention, and business intelligence. He now leverages that experience to teach firms the potential that data and technology have to transform firm practice management, leadership, and firm culture.

Prior to joining Upstream, Jeremy launched his own consulting company focused on developing more successful cultures by asking better, more strategic, questions. He created the SQ Method, a framework designed to help firms overcome challenges and more successfully adopt new technology, analyze and utilize data, encourage innovation, and drive employee engagement.

Jeremy speaks both in the US and abroad at industry events, as a faculty member for the ACFE and as an instructor at the Management Development Institute at Missouri State University. He earned his B.A. in Accounting from Drury University in 2005, and is a Certified Fraud Examiner and Data Analyst.

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.