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

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 exit strategies, and the increasing demand for capital infusion, accounting firms are navigating uncharted waters. Are these changes unlocking new opportunities or posing unforeseen risks? What does it mean for the culture, profitability, and future of CPA firms? We tackle these pressing questions head-on, bringing clarity to the rapidly transforming landscape.

Phil Whitman brings a wealth of experience, having spent decades advising CPA firms on mergers, acquisitions, and transition strategies. His journey from managing law and CPA firms to spearheading one of the largest advisory organizations in the U.S. provides a unique perspective on the ongoing private equity boom. In this discussion, he breaks down the impact of enterprise valuation shifts, the role of EBITDA multiples, and how firms can position themselves for sustainable growth—whether through strategic partnerships or independent scaling. With real-world case studies and expert insights, Phil sheds light on the most pressing issues shaping the accounting industry's future.

Key Topics:

• Private Equity Firm Valuations
• Enterprise Value Calculation Methods
• CPA Firm Mergers & Acquisitions
• Offshoring and Profitability Strategies
• Cultural Impact of Firm Transitions

This episode is packed with essential knowledge for CPA firm leaders, partners, and professionals looking to stay ahead in an industry undergoing rapid transformation. Tune in for expert guidance on navigating the complexities of mergers, acquisitions, and strategic growth in today’s accounting landscape.

• 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 the modern workplace!

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

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

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

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 • The importance of consistent and long-term marketing efforts • How to leverage reviews and testimonials effectively • Aligning marketing investments with firm growth objectives • Why thought leadership and employee branding matter • The role of digital presence, websites, and social media Apoorv shares his 25+ years of experience in marketing and business development, offering actionable insights for firms of all sizes. Whether you’re a solopreneur or running a large firm, this conversation is packed with valuable takeaways to drive your firm’s growth and reputation. Don't forget to like, share, and subscribe for more insightful discussions on accounting, advisory, and marketing trends! #AccountingMarketing #WTFPodcast #MYCPEONE

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 strategies to foster well-being in tech-driven workplaces. It covers key contributors to burnout, upstream prevention methods, and actionable steps for managing technology use and improving mental health. With unique wellness practices and forward-looking insights, it provides a roadmap to sustainable productivity and balanced work cultures. Key topics covered:• Burnout Prevention Strategies• Employee Wellness Initiatives• Tech-Life Balance Solutions• Sustainable Productivity Techniques• Innovative Wellness Practices This Episode is your guide to a healthier, more productive future. Tune in and transform how you think about balance! #MYCPEONE #WTFPodcast #BalanceInsights #WorkLifeBalance

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 importance of defining and living your firm's culture.• Effective succession planning for small and mid-sized CPA firms.• Integrating offshoring and outsourcing for capacity building.• Reimagining the DNA of CPA firms with advisory and tech integration.• Actionable advice for firms aiming to scale sustainably.Whether you're a managing partner or part of a growing team, this conversation offers practical takeaways to help your firm thrive in a rapidly evolving industry.Ready to take your CPA firm to the next level? Subscribe now for more expert insights, tips, and strategies for firm growth and success! Don’t forget to like, share, and comment your thoughts below! #mycpeone #boomerConsulting #cpa

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 the heroes for their clients and how Tri-Merit supports them. 👉 The importance of transparency, work-life balance, and cultivating relationships. 👉 Strategies to educate CPAs and amplify their value to clients. Hear firsthand how focusing on the right priorities can drive sustainable success while staying true to your values. Watch the full podcast and take your accounting practice to the next level! #AccountingGrowth #CPAInsights #MYCPEONE

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 nurturing in today’s competitive landscape.✅ How private equity is reshaping accounting firms.✅ Strategies for building a global team with offshore talent. Scott's insights on leadership, growth, and making bold decisions will leave you inspired. Don't miss this candid conversation packed with actionable takeaways! Share your thoughts in the comments: How are you tackling talent and innovation in your practice?#accountingpodcast #leadership #mycpeone #cpa #offshoring