Figuring Out: Secret to Tax Season Success | Podcast #EP27 1 Credit
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Welcome to another episode of W.T.F. with Saul—where we dig deep into the real-world challenges and strategies of running a successful accounting firm.
In today’s Episode, we’re tackling the most crucial aspects of scaling your firm—without losing your sanity. Logan has built a thriving firm by breaking industry norms, embracing transparency, and redefining pricing strategies. But what sets him apart? He openly shares his firm’s financials, pricing models, and tax season workflow, offering a fresh take on running a modern accounting practice.
In this engaging conversation with host Saul, Logan discusses how pricing transparency eliminates awkward client negotiations, why he shares his firm’s earnings online, and how social media transformed his business. He also reflects on outdated industry norms—like the pressure of tax season—and how he has built a smoother, stress-free process. Whether you're a seasoned CPA or just starting your practice, this Episode provides valuable insights on scaling, marketing, and financial transparency in accounting.
Episode Highlights-
So, hit play, and let’s get started! If you're ready to implement these game-changing strategies and scale your accounting firm to new heights, this Episode is a must-listen.
| License details | Credits | Status |
|---|---|---|
| BusIness Management & Organization for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| BusIness Management & Organization for CPA in Canada | 1 CPD | Eligible |
| BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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About me:
I care a lot about accounting, tax, and making sure your life is filled with less stress. That’s the beauty of it all - I get to help people feel less stress by doing something I love.
Saul Sony is the Director of Partner Success at MY-CPE, a leading continuing education platform serving professionals across Accounting, Tax, Audit, IT, Finance, and HR domains in the United States, Canada, and the United Kingdom. Saul’s dedication and expertise have been instrumental in advancing MY-CPE’s mission to provide high-quality, accessible, and affordable education to professionals worldwide.
Under his leadership, MY-CPE has grown its offerings and reach, establishing itself as a leader in the field of professional education. Saul continues to explore new avenues to enrich the professional growth of thousands of learners, staying true to his passion for education and empowerment.
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