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

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

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

By: Saul Sony CPA
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About this listen

Welcome to our exciting new podcast series! As part of our ongoing commitment to providing valuable educational content and opportunities, we're thrilled to launch an engaging podcast series tailored for our speakers and audience alike.Saul Sony, CPA
Episodes
  • Figuring Out: Private Equity Trends for Accounting | Podcast #EP25
    Mar 26 2025

    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 Highlights: • Why private equity is reshaping accounting firms • Addressing the 20-year labor shortage and its impact • The role of investment advisors and alternative strategies • Creating opportunities for growth amidst succession challenges Whether you're a managing partner, accounting professional, or industry observer, this conversation is packed with actionable insights and future-forward perspectives. Watch now to explore how firms can adapt and thrive in this transformative era! Don't forget to like, comment, and subscribe for more episodes exploring the latest trends in accounting and finance! #PrivateEquity #MYCPEONE #WTFPodcast

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    48 mins
  • Figuring Out: Private Equity's Impact on Accounting | Podcast #EP23
    Mar 26 2025

    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 planning, this conversation is packed with valuable insights. Whether you're curious about capital, growth strategies, or long-term ownership structures, this podcast is a must-watch for accounting professionals. 💡 Key Highlights: Do CPA firms really need capital for growth? Private equity: What’s the real deal for mid-sized firms? The evolving role of leadership and ownership in accounting. 📢 Don’t miss the chance to learn from two industry giants. Watch the full podcast now! 👉 #MYCPEONE #PrivateEquity #WTFPodcast

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    43 mins
  • Figuring Out: Tech Innovations in Accounting | Podcast #EP22
    Mar 26 2025

    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 gaining momentum, how private equity and technology are fueling this shift, and the critical role of innovation in driving profitability. Plus, hear insights on building industry-specific niches, overcoming process gaps, and preparing for the AI-driven transformation of accounting services. #FutureOfAccounting #AccountingLeadership #MYCPEONE

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    43 mins

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