MYCPE ONE

Figuring Out: Passion, Niches & First Firm Acquisitions | Podcast #50 0.5 Credit

Figuring Out: Passion, Niches & First Firm Acquisitions | Podcast #50 0.5 Credit

  • Rating

    4.8

  • Published on

    August, 2025

  • Subject Area

    Business Mgmnt and Org

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Learning Objectives

  • Describe how passion can guide niche selection in accounting firms.
  • Identify due diligence best practices when acquiring a book of business.
  • Analyze how advisory work supports stronger client relationships and growth.
  • Distinguish between transactional and long-term service models.
  • Evaluate operational challenges and mindset shifts in firm building.

Course Overview

What if your best career move starts with your passion, not a business plan? In this episode of We’re Trying to Figure Out (WTF), Saul sits down with Ryan Pulice, a CPA who pivoted from computer science into accounting and then carved out a powerful niche in real estate. From buying his first book of business just months before the pandemic to launching a successful firm and podcast, Ryan walks us through his mindset, missteps, and milestones.

As the founder of a real estate-focused accounting firm, Ryan shares why choosing a niche accelerated everything: streamlined processes, stronger client relationships, and smarter growth. He breaks down how his own investing experience sharpened his advisory skills and led to long-term client trust. The conversation explores due diligence lessons from his first acquisition, the leap from side hustle to full-time firm owner, and the importance of saying no to the wrong clients.

Key Topics:

  • Passion-driven firm design
  • Real estate accounting niche
  • Buying your first firm
  • Due diligence and cultural fit
  • Moving from compliance to advisory

Whether you're still a generalist or just ready to grow with purpose, this episode is a roadmap to building a firm around what you care about.

On Demand Credits for All Qualifications

License details Credits Status
BusIness Management & Organization for Certified Public Accountants (CPA-US) 0.5 CPE Approved
BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) 0.5 CPE Eligible
BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) 0.5 CPE Eligible
BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) 0.5 CPE Eligible

Additional Information

Credits

0.5

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

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

Ryan Pulice

Ryan Pulice

Managing Member, The Pulice Group

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Ryan D. Pulice, C.P.A. and Certified Tax Planner, brings over 20 years of tax and accounting expertise to his clients. Before founding The Pulice Group, he served as Chief Financial Officer and Finance Director for various organizations, gaining extensive leadership and operational experience. He holds a Master of Professional Accountancy from West Virginia University.


Specializing in tax planning for real estate investors and small business owners, Ryan is committed to helping clients maximize their financial outcomes. As host of The CPAZone podcast, he shares strategies, insights, and industry updates to empower business owners in achieving long-term financial success.

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.

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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.

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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.

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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.

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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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Figuring Out: Passion, Niches & First Firm Acquisitions | Podcast #50

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