With Josh Lance

On episode 48 of The Unique CPA, we revisit Randy’s conversation with Founder and Managing Director of Lance CPA Group, Joshua Lance. Josh created a truly unique CPA firm—an entirely virtual practice with its 14 employees spread across the country, which provides accounting and consulting services only to craft breweries and digital agencies. Given the events of the past 18 months, Josh’s insights into working virtually are more relevant than ever.

Important Links

Lance CPA Group

Joshua Lance on LinkedIn

CPA Practice Advisor’s 40 Under 40, 2020 Honoree Joshua Lance

About the Guest

A licensed certified public accountant (IL) and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home.  Before venturing on his own with a mission to help small businesses, Josh spent his early career at a top-10 national public accounting firm before working at an ultra high net worth family office.  Josh is also an adjunct faculty member at Northwestern University and University of Vermont. He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy, named as one of the 40 under 40 in 2017, 2018, 2019, and 2020 by CPA Practice Advisor. Josh also serves on the board of directors for the Illinois CPA Society and on the PCPS Executive Committee for the AICPA.

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.