TWR Podcast Episode 59: Avoiding Burnout with Randy Crabtree

In a recent episode of The Woodard Report Podcast, co-host Heather Satterley, CPA, and Director of Education and Media at Woodard, delves into a topic that is often overlooked but critically important in the accounting profession - burnout and mental health. Her guest, Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, shares his personal journey through burnout and the strategies he used to overcome it, providing valuable insights for anyone in the high-stress world of accounting.

Randy Crabtree is a CPA and the host of the bi-weekly podcast "The Unique CPA." He is also an author whose articles can be found in Accounting Today's Voices column, the AICPA Tax Adviser, and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global, Scaling New Heights, and several state CPA societies. He is also the managing partner at Tri-Merit, based in Schaumburg, Illinois, 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), and the employee retention credit (ERC).

The conversation between Satterley and Crabtree was a candid exploration of the realities of the accounting profession. They discussed the importance of self-care and mental health, the pressures of performance, and the need for balance in a profession that often demands long hours and high levels of stress.

As Randy shares in the podcast, his journey in the accounting profession has been one of transformation. As he shared during the podcast, "My journey in the profession is, is probably one from working way too hard and getting burnt out, to 'everything is great right now." His experience is a testament to the importance of finding balance and maintaining mental health in a demanding profession.

Heather echoed this sentiment. "I think that so many people that are listening are having these feelings. We are a performance-based profession. There's a lot of pressure to perform both for an accountant in a firm, as an employee, or whether you're the firm owner, whoever you are. It's hard to come to grips with that," she said.

This episode of The Woodard Report Podcast is a must-listen for anyone in the accounting profession. It provides valuable insights into the realities of the field, as well as practical advice for maintaining balance and mental health.

Don't miss out on these insightful conversations. Listen to The Woodard Report Podcast on your favorite podcast platform and subscribe to stay updated on future episodes. Your journey in the accounting profession may be challenging, but remember, you're not alone. Let The Woodard Report be your guide.

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