MYCPE ONE

Figuring Out: Learning to Listen Differently | Podcast #52 1 Credit

Figuring Out: Learning to Listen Differently | Podcast #52 1 Credit

  • Rating

    4.7

  • Published on

    September, 2025

  • Subject Area

    Business Mgmnt and Org

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Learning Objectives

  • Identify strategies to transition a CPA firm from compliance to advisory-first.
  • Apply proactive listening to uncover high-value client advisory opportunities.
  • Structure advisory services using pricing buckets and pre-determined service levels.
  • Manage scope creep while maintaining high client satisfaction.
  • Coach and empower team members to scale advisory delivery effectively.

Course Overview

Is your CPA firm truly advisory-first or still stuck in compliance mode? In this episode of We’re Trying to Figure Out (WTF), host Saul talks with James “Jamie” Lopiccolo, CPA, CGMA, co-founder and CEO of Capricor Professional Advisors, about how to shift from reactive compliance to proactive, high-value advisory that transforms client businesses and strengthens relationships.

Jamie shares his journey from founding Capricor in 2017 to merging with Knock Accounting in 2021, explaining how traditional CPA firm models fell short in delivering proactive advisory services. He introduces the firm’s five pillars: leadership, tailored services, peace of mind, fee transparency, and proactiveness—and shows how these principles guide day-to-day client engagement and strategic decision-making. The merger added accounting expertise and client services that complement Capricor’s advisory focus, creating a cohesive and client-centric approach.

Key Topics:

  • The journey to Capricor and the five pillars
  • Listening differently as a competitive edge
  • Structuring and pricing advisory services
  • Managing scope and client expectations
  • Empowering staff to deliver advisories consistently.

This podcast offers actionable insights for CPA firms transitioning to advisory services. You’ll discover how to listen differently, deliver value-based services, structure pricing and engagements, and empower your team—all while building stronger client relationships and preparing for long-term growth.

On Demand Credits for All Qualifications

License details Credits Status
BusIness Management & Organization for Certified Public Accountants (CPA-US) 1 CPE Approved

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

About Experts

James Lopiccolo

James Lopiccolo

Managing Member, Capocore Professional Advisors

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Jamie is the founder and managing member of Capocore Professional Advisors, a CPA firm located in Lake Orion, MI. He leads the firm’s advisory practice with a focus on proactively serving business and individual clients. Leveraging technology and cloud computing, Jamie ensures the firm remains competitive and relevant in a changing business landscape.


With over 35 years of public accounting experience, Jamie has worked across diverse industries including contracting, manufacturing, medical, professional services, and real estate. His extensive expertise supports tailored advisory, tax, and accounting services to meet client needs.

Saulsony

Saul Sony

Director, MYCPE ONE

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As Director – Partnerships, Content Strategy, and M&A Advisory, I drive growth at the intersection of education, strategic alliances, and transaction advisory within accounting and professional services.

I partner with thought leaders, firms, and content creators to build high-impact collaborations and deliver compliance-ready content that helps professionals educate, influence, and scale on the MY-CPE ONE platform. I work closely with CPA and accounting firm owners to support MYCPE ONE's inorganic growth strategy identifying the right partners and aligning them toward shared goals.

In the M&A and advisory space, I work closely with private equity firms, accounting leaders, and advisors to create educational resources that support practice growth, succession planning, and deal execution. Through podcasts, webinars, and curated learning experiences, my goal is to enable smarter dealmaking and build stronger professional alignment. I work with CPA and Accounting Firm owners to collectively help MYCPE ONE's inorganic growth plans.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations for compliance and reporting purposes.

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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

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JW

Jeff White, CPA (US)

5

Great podcast

Figuring Out: Learning to Listen Differently | Podcast #52

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