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 inspired. Are you ready to elevate your team’s performance and engagement? Let’s explore the four pillars of a successful, sustainable culture.

By focusing on teammates, coachability, leadership, and culture, this course will teach you how to build a team that excels in every area. We’ll discuss the common pitfalls organizations fall into when building culture and engagement and provide actionable steps to overcome them. Through practical strategies, you’ll be able to boost communication, trust, and accountability within your team, ensuring long-term success. It’s not about simply having great talent—it’s about creating an environment where that talent can thrive.

Key Topics:

• Building Winning Teams Together
• Fostering Coachability and Feedback
• Developing Leadership at Every Level
• Creating a Culture of Accountability
• Driving Long-Term Team Engagement

By the end of this CPE podcast, we will talk about the tools to transform your team’s culture into one that sticks. Join us and take the first step toward creating a high-performing team that thrives in today’s competitive world.

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 ready to explore this game-changing topic that could reshape your investment strategy.

Joining us today is Miranda Marquit, a renowned Financial Wellness Expert with years of experience in personal finance. Miranda will break down the concept of fractional shares, offering clear insights into how they’re transforming the investing landscape. She’ll also shed light on their role in stock splits, dividend reinvestment plans (DRIPs), and mergers and how fractional shares fit into a broader financial strategy, especially for new investors. This conversation will give you the tools to navigate the modern investment world with confidence.

Key Topics:

• Introduction to Fractional Shares
• Stock Splits and Reverse Splits
• Dividend Reinvestment Plans (DRIPs)
• Market Accessibility and Volatility
• Regulatory Challenges in Investing

In this CPE Episode, we’ll explore the power of fractional shares, their impact on market volatility, and how they’ve opened up exciting opportunities for first-time investors. Whether you're just starting or looking to enhance your portfolio, this is one episode you won’t want to miss!

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