Best Randy Crabtree Podcasts (2025)

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62 - What Culture Really Takes: Inside Firms Managing Remote and Offshore Talent with Randy Crabtree 27:12

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8h ago27:12

27:12

How do you build a thriving firm culture in a remote world—and why does vulnerability matter more than ever? In this episode of Business Beyond Borders, Laurence Whittam sits down with Randy Crabtree—CPA, co-founder of Tri-Merit Specialty Tax Professionals. Known for championing culture, mental health, and people-first leadership, Randy shares prac…

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Episode 164: Get It Done: Resiliency Separates The Good From Great With Mark Gottfried 46:10

2d ago46:10

46:10

Discovering how to transform struggling programs into winners requires a "get it done" mentality. Join us for a fascinating conversation with Mark Gottfried, former Division One head basketball coach and player, and current host of The Mark Gottfried Show. Mark shares his insights on building resilience, fostering strong relationships, and what tru…

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Develop CAS from the Ground Up: Power Your Firm 32:56

2d ago32:56

32:56

We continue our special CAS block on The Unique CPA as Kane Polakoff, the Client Advisory Services Practice Leader at CohnReznick, joins Randy on Episode 217. Kane has nearly three decades of experience in starting CAS practices, and they discuss the evolution, challenges, and best practices in building and managing CAS. Kane goes into significant …

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61 - Inside the Offshore Shift: Lessons from a CPA Who Did It Differently 23:44

7d ago23:44

23:44

What does it take to build a high-performing offshore team from the ground up? In this episode of Business Beyond Borders, guest Ben Town shares how his frustrating outsourcing journey led to the creation of his own offshore team, now supporting firms. In this episode, you will be able to: Understand the stages CPA firms go through when exploring o…

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Elevating CAS: Tech, Pricing and Growth 31:05

9d ago31:05

31:05

Episode 216 of The Unique CPA kicks off a three-episode CAS block, starting with Randy Crabtree’s conversation with Christine Triantos. Christine, who has over 30 years of experience as one of the trailblazers of CAS within the profession, discusses its fundamentals, differentiating it from traditional accounting services like bookkeeping and write…

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Episode 163: Vulnerability Is A Life Journey With Dr. Jackie Meyer 59:48

16d ago59:48

59:48

What does it take to go from living on your own at 15 to founding a game-changing tax technology company? In this episode, we sit down with Dr. Jackie Meyer, CPA and founder of TaxPlanIQ, to explore her extraordinary path—from early independence to building a thriving tax practice and tech platform. Through the lens of vulnerability as a life journ…

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Conversations and Community: Inside Bridging the Gap 38:33

17d ago38:33

38:33

Randy Crabtree welcomes Terrell Turner back to The Unique CPA for his third appearance in anticipation of the upcoming Bridging the Gap Conference 2025 in Denver, Colorado, July 22nd-24th. Terrell will be interviewing several participants this year as well as giving his own talk, as he did each of the first two years, and he and Randy take this opp…

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The Power of Trust in Communication 33:45

24d ago33:45

33:45

Randy Crabtree connects with Carlos Garcia, co-founder of the Reframe Conference with his brother, former Unique CPA guest Hector, on Episode 214. Carlos’s focus is on transforming how accounting professionals communicate with clients by promoting confidence and clear messaging. Sporting a certification in the “Exactly What to Say” methodology, whi…

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Shift Happens: Redefining the Profession 42:20

1M ago42:20

42:20

Mike Whitmire returns to The Unique CPA to share his unique perspective on the profession on Episode 213. The co-founder and CEO of FloQast, Mike talks to Randy about the expansion and shift in responsibilities for controllers and others within accounting, going beyond traditional functions to include operational efficiency and strategic planning. …

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Episode 162: Succeeding As A Family Business & Protecting Your Key Relationships With Krista Ryan 1:01:00

1M ago1:01:00

1:01:00

Krista Ryan, CEO and Founder of KfG Coaching LLC, shares her family’s multigenerational journey in the community banking industry—from her grandfather’s early role to her own leadership path. In this insightful conversation, Krista reveals key strategies for sustaining a successful family business and navigating leadership transitions. She also exp…

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Reorganization in Reverse: Transforming the Firm Model 31:14

1M ago31:14

31:14

On Episode 212 of The Unique CPA, Randy Crabtree digs into an extraordinary alternative firm model with Jacob Schroeder, the founder and CEO of Ascend Consulting. In addition to balancing multiple businesses, Jacob’s entrepreneurial journey has been informed by his passion for innovation and invention in the context of the accounting profession. Ja…

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60 - Beyond Billable Hours: The AI Marketing Revolution in Accounting with Kristofer Lenz 28:02

1M ago28:02

28:02

Is AI replacing marketers—or finally making them effective? In this episode of Business Beyond Borders, Laurence Whittam talks with Kristofer Lenz, Founder of Kailos Marketing Lab, about how AI is reshaping marketing for CPA firms—and why most firms are still missing the mark. In this episode, you will be able to: • Discover how AI accelerates cont…

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Renewable Tax Credit Opportunities for Non-Profits 32:36

1M ago32:36

32:36

Randy Crabtree goes in-house with Tri-Merit’s Barry Devine, a veteran in the specialty tax incentive space, on Episode 211 of The Unique CPA. Renewable energy tax credits have come to the forefront as a way for nonprofits to fund community-strengthening projects, and Barry pulls from his extensive experience in leveraging these credits and incentiv…

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Episode 161: If You Don't Know What You Don't Know, Where Do You Learn It With Carl Seidman 56:40

2M ago56:40

56:40

What happens when a career in finance is shaped not just by business acumen—but by the legacy of a physician father, a social worker mother, and the values of resilience, emotional intelligence, and relentless curiosity? In this episode, Amy Vetter interviews Carl Seidman, Owner of Seidman Financial, to explore his unexpected journey from pre-med s…

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59 - What No One Tells You About Cultural Gaps in Outsourcing 17:29

2M ago17:29

17:29

Struggling with cultural friction in your offshore team? You’re not alone—and it’s more common (and fixable) than you think. In this episode of Business Beyond Borders, Laurence Whittam dives into one of the most overlooked reasons firms fail to scale their outsourcing success: cultural disconnects. In this episode, you’ll be able to: • Recognize c…

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Harnessing Sales and Business Development 30:49

2M ago30:49

30:49

Randy Crabtree connects with business development specialist Chris Cocca on Episode 210 of The Unique CPA. The President of Strategic Sales and former actively practicing CPA, Chris now specializes in helping accounting firms grow and scale by identifying and leveraging their rainmakers, implementing effective business development processes, and fo…

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58 - Helping Clients Choose: Growth, Niche, or Exit with Christine Nicholson 32:03

2M ago32:03

32:03

Is your firm missing the real advisory opportunity behind M&A? In this episode of Business Beyond Borders, Laurence Whittam sits down with UK-based exit planning expert Christine Nicholson to unpack what firms often overlook when guiding clients through succession and acquisition decisions. In this episode, you’ll be able to: • Understand why mid-s…

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Episode 160: What Is Your Superpower With T.H. Irwin 1:02:15

2M ago1:02:15

1:02:15

Unlocking your superpower and creating genuine connections in a world often driven by isolation is an art, and T.H. Irwin, CEO of T.H. Experiences, has mastered it. In this episode, we dive deep into T.H.'s inspiring journey, exploring how her passion for community has fueled her entrepreneurial spirit and led her to craft impactful, signature Next…

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CPA, Impactful Advisor and More: Find Passion and Purpose 28:42

2M ago28:42

28:42

Randy Crabtree welcomes Geni Whitehouse, an influential figure in the accounting profession known for her diverse roles including founder of The Impactful Advisor, ITA president, and winery consultant, on Episode 209 of The Unique CPA. Geni talks about things that made a difference in her career trajectory, highlighting her transition from an unins…

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57 - Before You Outsource: How to Align Your Firm and Eliminate Resistance 20:17

2M ago20:17

20:17

Facing internal resistance to outsourcing? You’re not alone. In this launch episode of the Business Beyond Borders mini-series, host Laurence Whittam dives into one of the biggest barriers firms face when expanding globally—getting internal buy-in for outsourcing. Whether it’s resistance from partners, disconnected service lines, or uncertainty abo…

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Presenting the She Counts Podcast: Empowering Women in Accounting 42:18

2M ago42:18

42:18

Questian Telka and Nancy McClelland join Randy on Episode 208 of The Unique CPA to discuss their new podcast, She Counts, aimed at addressing the unique experiences of women in the accounting profession. The podcast will focus on authentic conversations with subject matter experts and leaders in the profession, with discussions about breaking throu…

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The Power of Empathy in Leadership: Make a Difference 37:36

2M ago37:36

37:36

Randy hosts a very special Episode 207 of The Unique CPA, with now three-time guest Dawn Brolin. Dawn, the “Designated Motivator,” discusses her latest book, The Elevation of Empathy: Leading for the W.I.N., and she delves into how empathy transforms leadership, organizational culture, and mental health. Dawn’s impactful personal stories about deal…

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Navigating the Accounting Landscape: Explore Leadership 36:20

3M ago36:20

36:20

Randy Crabtree is joined by Annette Wehrli of Effectivity Consulting on Episode 206 of The Unique CPA to talk about aligning business strategy with people strategy. They discuss the significant challenge many accounting firms face: transitioning professionals from technical experts to effective leaders, the importance of identifying the right leade…

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56 - What Every CPA Firm Needs to Know About Operational Strategy 32:28

3M ago32:28

32:28

Are you focusing too much on outsourcing and not enough on what’s happening inside your firm? In this episode of Business Beyond Borders, Laurence Whittam sits down with Tavi Meketon to spotlight the Profit Team—a powerhouse group of operational leaders helping CPA firms become more efficient, forward-thinking, and future-ready. In this episode, yo…

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Bridging the Gap in the Accounting Community 31:32

3M ago31:32

31:32

Randy Crabtree concludes his conversation on community with Nancy McClelland, The Dancing Accountant, on Episode 205 of The Unique CPA. They focus particularly on the vital role bookkeepers play in the accounting world, and the importance of collaboration between them and tax professionals. This, along with creating effective systems, are keys to b…

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55 - The Talent Flood: How Senior Accountants Are Shaping the Job Market 26:23

3M ago26:23

26:23

Thinking about outsourcing, but unsure how involved your firm needs to be? In this episode of Business Beyond Borders, Laurence Whittam and Shrinivas Gangesh Karthikeyan of GKM Global Services Pvt Ltd dive into how firms can successfully navigate outsourcing—without getting bogged down in cultural or operational headaches. In this episode, you’ll b…

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STRESS, STOICISM, AND SCOPE (FROM REFRAME PODCAST) 1:10:37

3M ago1:10:37

1:10:37

SAME AS VIDEO FROM YOUTUBE: https://youtu.be/PQIhx7UT5iI Timestamps:00:00 Introduction (About the REFRAME/Podcast)00:02:32 "Stress Wisely" - Quick Summary00:35:22 Framestorming "Scopeless"00:50:23 How to implement and price a "Scopeless service"01:02:03 REFRAME news and upcoming events ADDING THE AUDIO ONLY VERSION HERE TO CROSS PROMOTE…

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From Dancing to Music and Mastery of the Profession 37:05

3M ago37:05

37:05

Randy Crabtree kicks off a two part conversation with Nancy McClelland, the Dancing Accountant, on Episode 204 of The Unique CPA. Their discussion will conclude the series on the impact of community in the accounting profession, where they delve into Nancy's journey from bookkeeping to becoming a CPA and the evolution of her business and identity. …

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Bringing Community and Fun to Accounting 32:53

3M ago32:53

32:53

Randy continues his focus on community in accounting with Yuri Kapilovich on Episode 203 of The Unique CPA. Also known as #TheFunCPA, Yuri shares his mission to redefine accounting, making it more dynamic and engaging through his social media content, networking events, and YouTube series. Discussing his journey of building a full-service accountin…

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Running Counter to Tradition: Building Community 30:35

4M ago30:35

30:35

Logan Graf returns to The Unique CPA to continue the show’s focus on community in the accounting profession on Episode 202. The owner of Graf Tax and founder of Counter, Logan talks to Randy about the community he’s built with Counter, which was inspired by his YouTube channel and the transparency he had around sharing his financials there. This ha…

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54 - Tech or Trouble? The IT & Al Shifts CPA Firms Can't Ignore with Steve Perkins 32:10

4M ago32:10

32:10

Is Your CPA Firm’s Tech Strategy Already Outdated? Many firms are still struggling with cloud adoption, while AI is rapidly reshaping the industry. In this episode of Business Beyond Borders, Steve Perkins, Founder of Invicta Advisors LLC, shares why so many firms are behind in IT strategy—and what they need to do now to stay competitive. In this e…

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Episode 159: Lead With Optimism: Inspire Others And Set The Bar For Success With Gary Thomson 1:03:45

4M ago1:03:45

1:03:45

Leading with optimism is the key to navigating uncertainty and inspiring lasting success. In this episode, Amy Vetter sits down with Gary Thomson, founder of Thomson Consulting, to discuss his journey from growing up in a ministry household to leading one of the top CPA firms in the U.S. Gary shares how his background shaped his leadership style, t…

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Breaking Free from Burnout: Psychological Safety 28:51

4M ago28:51

28:51

Episode 201 of The Unique CPA kicks off a block of episodes focused on building community in the accounting profession, and to start, Randy talks with Ashley Carroll, founder of Operations House, about addressing burnout while driving firm profitability. Ashley details her mission to help accounting firms rethink their business structures and cultu…

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The Unique CPA at 200: Community, Innovation and More 31:56

4M ago31:56

31:56

We have reached yet another mile episode of The Unique CPA, number 200, and Randy Crabtree joins producer Justin Grant to celebrate the show’s journey. They reflect on the supportive community that has sprung up around the show, the Bridging the Gap Conference, and plans for the future, while having some fun too with a bloopers segment that’s sure …

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Episode 158: Making No Decision Is A Decision: Lead By Being Decisive With Michelle Golden River 1:06:04

4M ago1:06:04

1:06:04

Being decisive is a powerful force, as even indecision is itself a decision. In this episode, Amy Vetter sits down with Michelle Golden River, a CPA firm growth and profitability strategist. Michelle's story is a testament to the power of being decisive, navigating challenges, and boldly redefining value in the accounting world. She shares her jour…

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Harnessing Your Own Unique Force of Awesome 42:04

4M ago42:04

42:04

Randy Crabtree is joined by Dave Lane, founder of Grove & Grain Leadership, on Episode 199 of The Unique CPA. As a business executive, leader coach, keynote speaker, and fractional COO, Dave discusses his journey and philosophy around the concept of being a “force of awesome.” He elaborates on the importance of self-awareness, vulnerability, and id…

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53 - Are You Secretly Non-Compliant? 7216 Rules Explained 16:58

5M ago16:58

16:58

Think your firm is playing it safe with 7216 compliance? You might be wrong. Many firms are struggling with the disclosure rules—especially when outsourcing tax work. In this episode of Business Beyond Borders, Laurence Whittam breaks down the critical steps firms must take to stay compliant and avoid legal risks. In this episode, you will be able …

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Advisory Focus: Your Blueprint for Success 28:53

5M ago28:53

28:53

Randy welcomes Michael Haynes, go-to-market specialist and Director of Listen Innovate Grow, on Episode 198 of The Unique CPA. Michael explains how accounting firms can transition from transactional to advisory services, focusing on the importance of understanding client needs and conducting internal analysis to create a comprehensive go-to-market …

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Soft Skills and Accounting Adventures 26:46

5M ago26:46

26:46

On Episode 197 of The Unique CPA, Randy Crabtree welcomes Greg Adams, Senior VP and CFO at the American Management Association and author of the novel Green Shade$. Greg discusses his career journey, his passion for the profession which served as inspiration for his novel—which features an accountant protagonist—and his advocacy for improving the i…

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Redefining Success in Accounting: Looking Ahead 38:46

5M ago38:46

38:46

Episode 196 of The Unique CPA brings Liz Farr, a CPA and influential freelance writer, in conversation with Randy Crabtree. Liz discusses her diverse career path and how she transitioned from biochemistry to linguistics, then eventually to accounting, and finally writing within the profession. Taking a 30,000 foot view, they discuss the significant…

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52 - Citrin Cooperman’s PE Journey: Lessons in Growth, M&A, and Offshoring with David Kells 20:23

5M ago20:23

20:23

In this episode of Business Beyond Borders, Laurence Whittam sits down with David Kells to explore the impact of private equity (PE) in the accounting industry, focusing on Citrin Cooperman’s transformative journey. Gain actionable advice for firms looking to prepare for growth and navigate a changing competitive landscape! In this episode, you wil…

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From Fairways to a Founder: A Charitable Drive 28:29

5M ago28:29

28:29

Randy Crabtree hosts Brian Floriani on a special Episode 195 of The Unique CPA. The founder of Bernie's Book Bank, Brian shares his moving story behind how he founded the organization in memory of his father, with the goal of addressing educational inequity through book ownership. Brian discusses the significant impact of providing books to under-r…

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51 - Inside the Citrin Cooperman Deal: Private Equity’s Role in Accounting M&A with Terry Putney 22:53

5M ago22:53

22:53

Discover the game-changing trends shaping the accounting profession in this insightful episode of Business Beyond Borders with Laurence Whittam and Terry Putney. From private equity’s influence to the strategic role of offshoring, this conversation dives into the key factors driving transformation in the industry. In this episode, you will be able …

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Episode 157: The Power Of Taking An Interest: Why It’s All About The Other Person With Elise Powers 52:37

6M ago52:37

52:37

Growing up with parents who emphasized the art of asking questions and truly listening, Elise Powers, Founder of Eleview Consulting, turned those lessons into a transformative career. In this conversation with host Amy Vetter, Elise shares how taking an interest in others became the cornerstone of her work. From building psychological safety to mas…

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A Fresh Start: Building the Firm of Your Dreams 31:17

5M ago31:17

31:17

On Episode 194 of The Unique CPA, Randy Crabtree chats with Kelly Rohrs, founder of her own CPA firm and co-host of the podcast From Zero to Millions: Accounting Edition. Kelly shares her journey from working in a traditional CPA firm to establishing her own practice and the strategies she employed to make it a success, such as leveraging LinkedIn …

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Selling Feelings, NOT Transactions (AI-Generated Episode) 27:23

5M ago27:23

27:23

Extracted Audio from a recent workshop: https://youtu.be/fiLUYApuFY4?si=50cbdmPQm2spt7nz And used Google's NotebookLM to generate a podcast This is the SNL skit I mentioned: https://youtu.be/WKLHsJyhTYs

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50 - Shaping the Future: Staffing Strategies and Tech Trends in CPA Firms with Kathy Towne-Sautters 33:49

6M ago33:49

33:49

Struggling with staffing challenges, tech trends, and evolving firm strategies? In this episode of Business Beyond Borders, host Laurence Whittam chats with a seasoned expert Kathy Towne-Sautters of BDO Alliance about the dynamic shifts in the CPA profession. From recruiting innovations to embracing AI and offshoring as strategic solutions, this co…

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Accounting Success in 2025 and Beyond 34:07

6M ago34:07

34:07

Happy new year to The Unique CPA community! David Hartley joins Randy on Episode 193 to kick off 2025 with a chat about a timely topic: The profession’s future and looking forward to the key things that will drive change within accounting. The Partner in Charge of Advisory at Anders CPAs and Advisors, David hits on the shift towards advisory servic…

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Episode 156: You Can Do Anything You Put Your Mind To With Randy Crabtree 1:06:37

6M ago1:06:37

1:06:37

Cultivate a growth mindset and achieve your full potential! Join Amy Vetter in this insightful episode as she welcomes CPA and entrepreneur Randy Crabtree. The Co-Founder and Partner of Tri-Merit Specialty Tax Professionals talks about his love for math and how it eventually led him to the world of tax accounting. Be inspired by his entrepreneurial…

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Navigating Nonprofits and Fiscal Sponsorship 48:53

6M ago48:53

48:53

Randy Crabtree welcomes Megan Tarnow on Episode 192 of The Unique CPA to discuss Megan’s unique niche: the intersection of nonprofits and QuickBooks. A speaker, trainer, and Top 100 Pro Advisor, Megan has lent a hand to numerous nonprofits over the years and even developed a Facebook group for nonprofit finance that boasts over 11,000 members. She …