With Donny Shimamoto

On Episode 103 of The Unique CPA, Randy is joined once again by Donny Shimamoto of IntrapriseTechKnowlogies and The Center for Accounting Transformation. With the busy season completed, Donny is now looking towards solutions to improve the wellbeing of the members of the profession and strategies for healthy firm culture and growth—and he has commissioned two research studies to find out how best to accomplish those goals: one on advisory services, and one on staffing strategies. The two discuss all the details, how to participate, and what kind of positive steps they’re hoping to take based on the resulting data.

Important Links

Link to Center for Accounting Transformation’s research study

Center for Accounting Transformation


Donny Shimamoto on LinkedIn

About the Guest

Donny Shimamoto, CPA, CITP, CGMA, is the Founder and Managing Director of IntrapriseTechKnowlogies, and “Inspiration Architect” at The Center for Accounting Transformation. The winner of multiple accounting industry awards, including several Accounting Today Top 100 and CPA Practice Advisor Thought Leader awards, as well as CPA Technology Advisor‘s 40 Under 40 honor, Donny has deep expertise in IT governance and planning, project management, business process redesign, financial and systems auditing, and organizational design and realignment.

As Founder of ITK, he focuses on organizational development and technology management services for the middle market, nonprofits, and small businesses that “think big.” With The Center for Accounting Transformation, he aims to provide professionals with a framework for utilizing innovations that are ready for adoption, the training and resources necessary to apply the innovations, and an opportunity to engage the talent and community needed to further the pursuit of innovative accounting practices that drive responsible and mindful business performance.

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.