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Unfollow the Rules

Unfollow the Rules

Unique Cpa Featured Image Ep 252 Sharrin Fuller - Unfollow The Rules - Tri-Merit

Question Everything with Sharrin Fuller

Sharrin Fuller has built and sold two accounting firms, and the second time around, she knew exactly what mistakes to avoid, except for one she didn’t see coming. On Episode 252 of The Unique CPA, she tells Randy that the business side of an exit is straightforward, but the emotional aftermath? That sent her into two levels of counseling and off her life insurance policy due to skyrocketing blood pressure. Now, as founder of Glass Wallet Ventures, she helps firm owners prepare for exits they may not even be planning yet, because by the time someone puts a letter of intent in front of you, it’s already too late to maximize value. Sharrin challenges the “we’ve always done it that way” mentality that keeps accountants stuck in dependency traps, and her approach is simple: fix one thing at a time, give firm owners back 30 minutes of their day, and only then move onto the next problem. Sharrin is proof that working three days a week isn’t a fantasy when you build systems that actually stick.

About the Guest

Sharrin Fuller is a serial entrepreneur, strategic business advisor, and founder of Glass Wallet Ventures. She has built and sold two accounting firms and now helps accounting firm owners scale smarter without the burnout. Recognized as a Top 100 ProAdvisor for three consecutive years, Sharrin specializes in process optimization, automation, and exit strategy planning. She is the author of Unfollow the Rules, a book challenging traditional thinking in the accounting profession, and serves as Treasurer on the executive board of the Accounting, Finance, and Women’s Alliance (AFWA), where she co-chairs the Women Who Count conference.

Meet the Host

Randy Crabtree, CPA

Randy CrabtreeRandy 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.

   

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