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Artwork for W.T.F (We're Trying to Figure-out) with Saul

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

Saul Sony, CPA
Private Equity
Artificial Intelligence
Accounting
Succession Planning
Accounting Firms
Hiring Practices
Labor Shortage
Work-Life Balance
Accounting Industry
Psychometric Testing
Offshoring
CPE Credit
CPA Firms
Accountants
Talent Shortage
Auditing
Management Structures
Growth
Culture
Accounttests

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.

PublishesDailyEpisodes59Founded2 years ago
Number of ListenersCategory
Education

Listen to this Podcast

Artwork for W.T.F (We're Trying to Figure-out) with Saul

Latest Episodes

Learning Objectives

* Identify core steps that strengthen financial readiness for growth capital.

* Apply forecasting methods that support fast and unpredictable startup environments.

* Evaluate investor expectations using clear metrics and ali... more

Learning Objectives

* Identify operational drivers behind burnout in professional service firms.

* Analyze leadership behaviors that limit effective delegation and team ownership.

* Differentiate management tasks from true leadership responsibi... more

Learning Objectives

* Explain why transfer pricing directly affects global tax risk and cash outcomes.

* Compare IRS and OECD transfer pricing frameworks and their core structural differences.

* Identify key compliance challenges under dual IRS... more

Learning Objectives

* Recognize unique financial challenges families face supporting lifelong care needs.

* Explain how traditional planning differs from special needs planning discussions.

* Identify emotional and psychological barriers impact... more

Learning Objectives

* Identify how neuroscience shapes conversational success and relationship outcomes.

* Explain how oxytocin, dopamine, and cortisol influence client engagement.

* Apply strategies for creating psychological safety in profe... more

Learning Objectives

* Identify the key benefits and privileges of the Enrolled Agent designation.

* Explore career opportunities available to EAs beyond traditional compliance roles.

* Examine NAEA’s role in advancing the visibility and influen... more

Learning Objectives

* Identify key misconceptions about SALT affecting modern businesses.

* Discuss the impact of Wayfair on economic nexus thresholds.

* Differentiate between physical nexus and economic nexus rules.

* Analyze how remote work... more

Learning Objectives

* Analyze why marketing misalignment affects firm success.

* Identify key steps in realigning firm marketing with client needs.

* Discuss practical methods for uncovering marketing disconnects.

* Explore ways to encourage ... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Recent Guests

Bob Lewis
A partner at The Visionary Group with nearly 30 years of experience in advising accounting firms
The Visionary Group
Episode: Figuring Out: Private Equity Trends for Accounting | Podcast #EP25
Apoorv Dwivedi
Marketing and growth advisor with experience in the accounting sector.
Fixyr Marketing
Episode: Figuring Out: Marketing Mastery for CPA Firms | Podcast #EP21
Scott Reams
CPA and Managing Partner at WSRP
WSRP
Episode: Figuring Out: Building Collaborative Cultures in Accounting | Podcast #EP18
Logan Graf
CPA firm owner, YouTube content creator, and founder of Counter, a community for accounting firm owners
Episode: Figuring Out: Secret to Tax Season Success #EP27 | MYCPE ONE
Zach Gordon
CPA with over 15 years of experience, he serves as a fractional CFO, strategic and tax advisor for crypto, cannabis, and tech companies.
Red Five Services
Episode: Figuring Out: Crypto Challenges in Cannabis | Podcast #EP26
Marcey Rader
Digital wellness and productivity expert, founder of Radico
Radico
Episode: Figuring Out: Burnout Prevention & Work-Life Balance #EP24 | WTF Podcast | MYCPE ONE
Paul Barnhurst
Over 12 years of experience in finance and FP&A, also known as the FP&A Guy.
Episode: Figuring Out: Future of FP&A in the AI Era #EP17 | WTF Podcast | MYCPE ONE
Dr. Jackie Meyer
CPA and founder of TaxPlanIQ, known for revolutionizing the tax advisory space through proactive planning and AI solutions.
TaxPlanIQ
Episode: Figuring Out: Transform Tax Advisory with AI | Podcast #EP16
Scott Scarano
Owner of an accounting firm and rapper
Episode: Figuring Out: Tech-Driven Growth in Accounting Firms | Podcast #EP15

Host

Saul
Host focused on addressing accounting industry trends and insights, often interviewing guests to provide valuable perspectives on evolving practices in the field.

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Talking Points

Recent interactions between the hosts and their guests.

Figuring Out: Succession & Leadership Strategies | Podcast #EP19
Q: What is critical during succession planning?
It is essential to identify and prepare potential successors well in advance of any management changes, ensuring a smooth transition.
Figuring Out: Succession & Leadership Strategies | Podcast #EP19
Q: What strategies should smaller firms use during acquisitions?
They should review their client bases to ensure capacity and explore outsourcing or process improvement to facilitate integration.
Figuring Out: Succession & Leadership Strategies | Podcast #EP19
Q: How do you think firms can handle growth organically?
By identifying their client base and focusing on their niches, firms can strategically grow their operations while maintaining quality service.
Figuring Out: Hiring Excellence in Accounting - Tips and Trends | Podcast #EP13
Q: How can firms attract and retain talent amidst the accounting industry's talent shortage?
Firms need to have a comprehensive people strategy, support existing teams, and improve their online presence to attract new talent.
Figuring Out: Hiring Excellence in Accounting - Tips and Trends | Podcast #EP13
Q: What led you to incorporate psychometric testing into your hiring process?
We realized that personality traits significantly affect success in the accounting profession, so we created a personality profile to assess these traits relevantly.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

Content focuses on pressing issues within the accounting industry, particularly how external factors such as private equity, technology, and succession planning impact accounting firms. Frequent discussions revolve around innovative strategies, such as leveraging artificial intelligence and enhancing marketing efforts, to navigate challenges like labor shortages and client expectations. The podcast features experts sharing actionable insights on leadership, firm culture, and the evolving role of accountants in a technologically-driven landscape, making it a valuable resource for accounting professionals seeking to stay competitive.

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this podcast launched 2 years ago and published 59 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Bob Lewis
2. Apoorv Dwivedi
3. Scott Reams
4. Logan Graf
5. Zach Gordon
6. Marcey Rader
7. Paul Barnhurst
8. Dr. Jackie Meyer

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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