Episode 134: Shifting from Advising to Consulting with Greg Crabtree

We're excited to have Greg Crabtree on the podcast! Greg is a speaker, author, entrepreneur, and financial expert who founded his own firm Crabtree, Rowe, and Berger, which later merged with Carr, Riggs & Ingram CPA's and Advisors. Greg spends his days helping entrepreneurs build their economic engine. An author of three books, Greg is dedicated to helping the entrepreneur community in any capacity, and frequently speaks at events like EO, Scaling Up (Gazelles), Vistage, ACETECH, and many Mastermind groups. In this episode, Jason and Greg explore the differences between advising and consulting, and cover how Greg's journey to consultancy unfolded. Jason and Greg also share helpful tips that are easy to implement into your work routine to keep a more organized system—not specific to consultants. Listen to the episode for a unique take on how firms have changed their ways from one of our industry's leading thinkers. Sign up now to hear Greg speak at Deeper Weekend, our flagship accounting conference: https://bit.ly/3prdG9h