With Ellen Choi

Making technology work for your firm is the theme on Episode 112 of The Unique CPA. Randy talks to Ellen Choi, co-founder of Aiwyn, an automation platform for accounting firms. She talks about how Aiwyn helps firms streamline processes and overcome resistance to change. Leveraging AI, through what she describes as the “virtuous cycle of mutual learning,” can help not only to improve value based pricing and client experience for firms of any size, but increase the knowledge and understanding of the humans who use these AI-based tools.

Important Links


Aiwyn on LinkedIn

Ellen Choi on LinkedIn

About the Guest

Portrait of Ellen ChoiEllen Choi is the co-founder and COO of Aiwyn, which has the stated mission to automate and enhance the revenue cycle to help accounting firms increase capacity, speed up cash flow, and deliver a superior client experience. A multiple startup entrepreneur, she previously founded CareerLark, which provided employee performance and engagement tools embedded within teams’ workflows, and which was acquired in 2021.

Ellen earned her Bachelor’s and Master’s degrees in Economics and Management Science & Engineering at Stanford University, and her MBA in Management from the Harvard Business School.

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.