Marketing and Engagement with Mark Koziel

On Episode 33, Randy talks with Mark Koziel, CEO of accounting firm association Allinial Global. Mark discusses the unique challenges (and advantages) of taking over such a demanding position in the midst of the pandemic, the role accounting firms still play as “the ultimate trusted advisor” to the companies they serve, how best to handle the second round of PPP, the importance of cooperation among accounting firms as technology and automation continue to transform the profession, flat fee pricing and the vital need to price your services correctly, and much, much more.

Important Links

Allinial Global

Mark Koziel on LinkedIn and Twitter

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About the Guest

Profile photo of Mark Koziel CPA, CGMAMark Koziel, CPA, became the President and CEO of Allinial Global in August, 2020 after 14 years with the American Institute of Certified Public Accountants (AICPA). Leading a team of twenty-nine staff members, he is responsible for strategic planning, financial performance, and the association’s overall growth and success.

A leader and consistent advocate for CPA firms, Mark is well known and highly regarded within the profession. He has appeared among the top 10 of Accounting Today’s Top 100 Most Influential People in Accounting and been named to the International Accounting Bulletin’s Global Accounting Power 50 List.

Mark earned his Bachelor’s in Accounting from Canisius College in 1991. He is registered as a Chartered Global Management Accountant with AICPA, and was first licensed as a Certified Public Accountant in 1993.

Meet the Host

Randy Crabtree, CPA

randy.crabtree@tri-merit.com

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 bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% 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.

Schaumberg, 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.