W.T.F (We're Trying to Figure-out) with Saul | MY-CPE📚

Learning Objectives Describe creative thinking techniques in an accounting or finance role. Identify how cross-industry experience enhances professional decision-making. Compare traditional and innovative approaches to problem-solving in finance. Evaluate how relocation and adaptation affect long-term career growth. Explain the role of strategic risk-taking in leadership development. Welcome to an...

Learning Objectives Discuss why CPAs should prioritize content creation for personal branding. Explore how AI can support content creation without replacing human insight. Identify effective content strategies to attract ideal accounting clients. Analyze common mistakes in outsourced marketing and how to avoid them. Explain a simple framework to consistently create valuable, engaging content. Welc...

Learning Objectives Identify key regulatory changes impacting businesses today. Analyze how AI and automation are transforming tax compliance and fraud detection. Discuss common tax compliance mistakes and strategies to avoid them. Explain the importance of real-time tax reporting and digital transformation. Explore the future of tax compliance, including emerging global trends. Tax compliance is...

What if the secret to a high-performing team isn’t just about talent or strategy? It’s about creating a culture that sticks—one that engages, inspires, and motivates team members to perform at their best. Welcome to another Episode of W.T.F. with Saul, where Sean Glaze, teamwork expert and speaker, explores how organizations can build Sticky Cultures that keep employees engaged, accountable, and i...

Welcome to another exciting Episode of W.T.F. with Saul! In this Episode,  we dive into the world of fractional shares, a revolutionary investment tool that’s making the stock market more accessible than ever before . Once reserved for the wealthy, investing in high-priced stocks is now within reach for everyday individuals. But how do fractional shares work? What are their benefits and risks? Get...

Welcome to another insightful episode of MYCPE ONE, where we dive deep into the evolving world of accounting and finance.  In this Episode, Host Shawn Parikh sits down with seasoned industry expert Phil Whitman, CEO of Whitman Transition Advisors, to uncover the seismic shifts taking place in the CPA industry.  With private equity investments reshaping firm valuations, partners contemplating their...

Understanding Why Ethical People Make Unethical Decisions The Tone at the Top vs. Tune in the Middle Real-world implications of Ethical Failures Building a Strong Ethical Culture Tune in for valuable takeaways that will empower you to create a more ethical workplace and positively influence your professional decision-making. Join us for this expert discussion on building a culture of integrity in...

In this insightful episode of the WTF Podcast, Shawn Parikh, CEO & Co-founder of MYCPE ONE, sits down with Bob Lewis, President at The Visionary Group, to discuss the seismic shifts happening in the accounting industry. They delve into the role of private equity, the challenges of succession planning, labor shortages, and the evolving expectations of leadership and staff in today’s market. Key...

Join Shawn Parikh, CEO & Co-founder at MYCPE ONE, in an insightful discussion with Allan Koltin, CEO of Koltin Consulting Group, Inc., as they dive into the world of private equity in accounting, the future of mid-sized firms, and the key decisions shaping the accounting industry. From the rise of private equity in 2021 to its impact on firm operations, leadership dynamics, and succession plan...

Dive into the future of Client Accounting Services (CAS) with Shawn Parikh, CEO of MYCPE ONE, and Joe Woodard, CEO of Woodard, in this engaging podcast episode. From the game-changing impact of artificial intelligence to the evolving role of technology, they explore how firms can scale CAS practices, tackle staffing challenges, and embrace subscription-based revenue models. Discover why CAS is gai...

In this episode of the WTF Podcast, Shawn Parikh, CEO & Co-founder of MYCPE ONE, sits down with Apoorv Dwivedi, Founder of Fixyr Marketing, for an insightful discussion on marketing and growth strategies tailored for CPA and accounting firms. Discover practical tips and strategies to overcome common challenges in marketing for accounting firms, including: • The power of referral strategies • T...

Welcome to an enlightening Episode where we explore how to combat burnout and reclaim balance in the tech-driven work environment. Our guest, Marcey Rader, a celebrated expert in digital wellness and productivity, dives deep into the modern challenges of staying productive without compromising well-being. This podcast explores the challenges of burnout and tech-life balance, focusing on practical...

In this engaging conversation, Shawn Parikh, CEO & Co-founder of MYCPE ONE, sits down with Sandra Wiley, Shareholder and President at Boomer Consulting, Inc., to discuss strategies shaping the future of CPA firms. Explore insights on building strong, firm cultures, navigating succession planning, leveraging acquisitions, and embracing innovation to stay competitive. Key topics include:• The im...

In this exclusive podcast, Shawn Parikh, CEO & Co-Founder of MYCPE ONE, sits down with Randy Crabtree, Co-Founder of Tri-Merit Specialty Tax, to discuss growth strategies, building impactful relationships, and the evolving role of CPAs in adding value to their clients. 🔍 Key Takeaways: 👉How Tri-Merit achieved exponential growth by aligning roles and fostering culture. 👉 Why CPAs should be t...

Think accounting is all numbers and no life? Think again—this podcast will change your perspective! Join us for a must-listen podcast as Shawn Parikh sits down with Scott Reams, CPA, Managing Partner & COO at WSRP Advisory, LLC. We discuss:✅ His 30+ year journey in the accounting industry.✅ Busting the 'work-life balance' myth in accounting.✅ The art of talent retention and nurturin...

Scaling a Profitable Accounting Firm in 3 Years? Logan Graf did it, and in this episode, he reveals his transparent pricing strategies, automation tips, and proactive planning techniques to keep tax season stress-free. 🔹 Founder of Counter Community – a game-changer for accounting firm owners 🔹 How automation and pricing transparency can transform your firm 🔹 The power of community and collabor...

Welcome to an enlightening Episode of We’re Trying To Figure-Out (WTF) Podcast Where we delve into one of the most intriguing intersections in today’s economy: cryptocurrency and the cannabis industry. Could digital currencies revolutionize how the cannabis sector navigates financial hurdles? This episode will uncover strategies that redefine compliance, transparency, and consumer engagement in th...

Welcome to an enlightening Episode where we explore how to combat burnout and reclaim balance in the tech-driven work environment. Our guest, Marcey Rader, a celebrated expert in digital wellness and productivity, dives deep into the modern challenges of staying productive without compromising well-being. This podcast explores the challenges of burnout and tech-life balance, focusing on practical...

Welcome to an enlightening Episode of the WTF (We’re Trying to Figure-Out) Podcast with Saul Sony, where we sit down with Paul Barnhurst, widely known as "The FP&A Guy," to navigate the transformative world of Financial Planning & Analysis (FP&A) in the age of Artificial Intelligence. Key topics covered: • AI-Driven Budgeting Techniques • Financial Modeling Precision • Future...

Step into the future of tax advisory with a leading industry expert, Jackie Mayer,CPA,CCTA !In this latest episode of WTF with Saul Sony, we’re joined by Jackie Meyer, the visionary behind TaxPlanIQ! She shares the innovative strategies that are transforming the way accountants approach tax planning and client relationships. From harnessing AI to using the ROI Method for value pricing, this episod...

New Podcast Alert | How Scott Scarano transformed a rocky start into a $2M accounting firm! In our latest episode of the podcast series W.T.F (We're Trying to Figure-out) with Saul Sony,, we explore the inspiring journey of Scott Scarano, a firm owner who didn’t just build a high-powered accounting firm—he crafted a blueprint for resilience, innovation, and personal reinvention. From leadershi...

What if your next audit could be 10x faster—thanks to AI?Sounds futuristic? It's closer than you think. On this episode of We're Trying to Figure-out with Saul Sony, we’re talking with John Craig, CEO of Vigilant AI, about how AI and real-time data are reshaping the audit landscape. Imagine a world where you no longer face the frustrations of manual processes and decentralized data managem...

Struggling to Find the Right Accounting Talent? We've Got Solutions! In this episode of WTF with Saul Sony, we’re tackling the hiring challenges that firms face every day. Joined by Giles Pearson, founder of Accountests, we dive into practical strategies designed to solve common hiring problems in the accounting world. If you're facing issues like talent shortages, bad hires, or navigating...

Did you know? Companies that implement team-based models report a 20% reduction in time spent on repetitive tasks, freeing up more time to focus on strategy and growth! We just dropped a brand-new episode of WTF with Saul Sony, where we dive deep into a game-changing approach reshaping the financial advisory landscape—the CPA Team-Based Model! Join us as we chat with Paul Latham, a serial entrepre...

New CPE Podcast Episode | Explore the Future of Accounting with Expert Aaron Berson! This new episode of We're Trying to Figure-out with Saul Sony podcast series delivers actionable solutions as we chat with Aaron Berson, a visionary in the field, who sheds light on the key challenges accounting professionals face today and offers clear strategies to tackle them head-on. Here’s how this episod...