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Episode 34:

A Discussion about Mental Health

Randy Crabtree


The Upstream Leader’s Jeremy Clopton talks with Randy Crabtree about his experience with mental health challenges while leading a firm in the accounting profession. The discussion includes how Randy overcame mental health challenges, his thoughts on how organizations can support employees, and steps individuals can take to improve their mental health.

**Disclaimer: this is not a discussion with mental health professionals. Nothing should be viewed as or taken as mental health advice. For that, you should consult a professional.

About the Guest

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professional, 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 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser and he is a regular presenter at conferences and virtual training events hosted by national accounting associations, state CPA societies and other industry associations including the National Restaurant Association among others. Crabtree also provides continuing professional education to top 400 CPA firms across the country.

Randy was listed in the “Ones to Watch” section of Accounting Today’s 2021 “Top 100 Most Influential people in Accounting.”

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from tax credits and incentives including R&D tax credits, cost segregation, energy efficient incentives (179D and 45L), the employee retention credit (ERC) and the work opportunity credit (WOTC).

Prior to starting 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.

Highlights / Transcript

  • The link between stress, overwhelm, and mental health challenges.
  • Indicators of mental health challenges from someone who has overcome a mental health challenge in the profession.
  • How firms can make a difference in helping employees address mental health in a positive way.



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