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

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 collaboration in modern accounting 📌 Join Counter – the revolutionary community for accounting firm owners: https://countercommunity.co/ 💬 Drop your questions in the comments! Don't forget to like, subscribe, and turn on notifications for more deep-dive conversations with industry leaders.

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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 this rapidly evolving space. Our guest for this podcast, Zachary Gordon, is a seasoned expert in both cryptocurrency and cannabis operations. With a deep understanding of blockchain technology and years of experience advising businesses in regulated industries, this episode will bring invaluable insights into the challenges and opportunities at this unique crossroads. Key Topics: • Cannabis banking compliance solutions • Blockchain transparency in cannabis • Consumer adoption of cryptocurrency • Financial hurdles for cannabis startups • Future trends: crypto and cannabis Don’t miss this Episode packed with insights and practical advice, leaving you inspired and equipped to thrive. Visit to know more: https://my-cpe.com/ #MYCPEONE #WTFPodcast #Cryptocurrency #Cannabis

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

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 of Business Partnering • Forecasting with AI Efficiency • Practical AI Integration Get in touch with Paul Barnhurst: https://www.linkedin.com/in/thefpandaguy/

Need more info for your continuing education?🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE Join us as we uncover how AI isn’t just a tool but a strategic advantage, reshaping the future of finance. #MYCPEONE #WTFPodcast #FPandA #AI #AIEra #Podcast

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 episode is packed with insights to help you elevate your services and amplify your impact.If you’re passionate about:🔹 Transform your client outcomes with proactive tax planning🔹 Maximize value with the ROI Method for smarter pricing🔹 Harness AI to stay ahead in a fast-evolving landscape🔹 Strengthen client bonds with impactful tax strategiesThen this episode is for YOU. Let's explore the future of tax advisory together— Tune in, get inspired, and let’s redefine what it means to be a tax advisor!Watch here to get free credit | https://bit.ly/4dRNXh4Need more info for your continuing education? 🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE#wtfwithsaulsony #taxadvisory #proactiveplanning #aiinaccounting #taxplaniq #innovation #elevateyourpractice #podcast #trending #ai #freecpe

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 leadership strategies that transformed his team to technology-driven growth and unique pricing models, Scott shares the hard-earned lessons that fueled his $2 million success. Whether you’re a budding accountant or an established professional, his insights could spark new ways to approach your own career.🎧Tune in to discover:• How to lead with impact• The role of tech in firm growth• Balancing career ambitions and personal life• Building a culture that fosters successReady for a dose of inspiration and practical takeaways? This is the episode for you!Watch here to get free credit | https://bit.ly/4eMp5swEager to hear more from Scott's podcast??Listen on YouTube | www.youtube.com/@accountinghigh?sub_confirmation=1Listen on Spotify | https://podcasters.spotify.com/pod/show/accountinghighNeed more info for your continuing education? 🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE#accountingpodcast #leadership #innovation #resilience #businessgrowth #careerdevelopment #freecpe #podcast #industryleader

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 management. Instead, you're leveraging contextualized data lakes and AI-driven automation to streamline audits, reduce errors, and identify anomalies before they become issues.Here’s what you’ll uncover:• The potential and limitations of blockchain for financial data• Why AI can improve audit accuracy and efficiency• The path to continuous audits and the elimination of routine manual tasksDon’t miss this chance to glimpse the future of auditing and the tech that’s reshaping it. Tune in and see how AI can elevate your audit game.Watch here to get free credit: https://bit.ly/4gXFwn7🔗 Helpful Links 👇Get in touch with John Craig here and discover more | https://www.vigilant-ai.com/auditors-that-use-ai/Need more info for your continuing education? 🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE

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 AI in recruitment, this podcast provides actionable solutions to improve your process and avoid costly mistakes.🌟 Key takeaways:✔️ Fix your hiring process with proven strategies✔️ Avoid the hidden costs of bad hires✔️ Leverage AI to enhance recruitment✔️ Ensure compliance and effectiveness in candidate testingReady to solve your hiring challenges?Listen now and get your free credit | https://bit.ly/3Y646uQWant to learn more or get personalized insights?Get in touch with Giles here and discover more | https://www.accountests.com/pages/my-cpe🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE#wtfwithsaulsony #accountingsolutions #hiringchallenges #cpapodcast #talentacquisition

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 entrepreneur and visionary in the financial services space, who breaks down how this innovative model is revolutionizing collaboration between CPAs and financial advisors.🎙 What to Expect:1️⃣ The origin and evolution of the CPA Team Based Model2️⃣How it solves industry challenges and fosters efficiency3️⃣Insights into the future of the financial advisory industry4️⃣Practical tips for implementing the model in your practiceWhether you're looking to optimize your firm or stay ahead in a competitive market, this episode offers actionable advice and key strategies you don’t want to miss! Tune in and explore how this model can transform the way you work!Watch here to get free credit | https://bit.ly/487GxW1Want to learn more or get personalized insights?Get in touch with Paul Latham here and discover how the CPA Team-Based Model can transform your practice! | https://elitert.com/contact🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE#financialadvisory #cpateambasedmodel #collaboration #podcast #futureoffinance #cpa

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 episode can help YOU:•Modernizing Traditional Firms: Learn effective strategies to keep your firm competitive.• Adapting to Technology and AI: Discover how to leverage tech advancements to boost efficiency.• Mentorship and Leadership: Gain insights into developing essential leadership skills for career growth.• Future Trends: Prepare for the future with actionable advice to stay relevant in the changing industry.• Work-Life Balance: Get tips on balancing personal and professional life in a demanding field.Packed with expert advice, this episode solves real-world issues accountants face and helps you stay ahead of the curve. 🎧Watch here to get free credit | https://bit.ly/4evmMtQWant to learn more or get personalized insights?Get in touch with Aaron Berson here and discover more | https://fringeadvisory.co/contact/🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE

#financialadvisory #cpateambasedmodel #collaboration #podcast #futureoffinance #cpa