Explorez tous les épisodes du podcast The Fun CPA Podcast
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Titre
Date
Durée
The Realest Conversation Around Firm Ownership You Ever Heard
23 Dec 2025
01:04:39
Michael Eckstein isn’t like most accountants.
He doesn’t talk like most accountants. Or think like them.
And he certainly doesn’t approach building a business the same way as them, either.
In this episode, Yuri and Michael sit down to discuss topics big and small – from client horror stories and biggest tax “beefs” to how Michael started his firm and why he built it around one central thing.
Additionally, they tackle some hot topics that come up again and again in LinkedIn and elsewhere: minimum fees, taking on more (or less) clients and designing your business around your life (and not the other way around).
Episode Highlights:
0:00 - Intro
0:36 - Episode beginning
3:16 - Mike’s journey and background
9:14 - What made Mike a “travelling accountant”
11:02 - Taking on clients and protecting your time
15:39 - LinkedIn, tech and getting business
18:11 - LinkedIn cringe stories
21:20 - Minimum fees, setting it and increasing it
26:43 - Mike’s goal for LinkedIn
34:45 - A day in the life of Michael Eckstein
37:46 - Biggest ‘beef’ with taxes
43:35 - Perfectionism in the industry, value-pricing
51:41 - Network building, client horror stories
1:03:11 - Wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
This week’s guest has achieved what many in the industry dream of.
A successful firm AND a successful exit.
Kenji Kuramoto is the founder and former CEO of Acuity, a pioneering outsourced accounting and fractional CFO firm that built and maintained financial functions for thousands of innovative entrepreneurs.
Kenji sits down with Yuri to discuss creating and growing his company – what he learned, what he would change and the central theme of the episode:
Should every firm scale?
Episode Highlights:
0:00 - Intro
0:37 - Episode beginning, Top-5 rappers
3:12 - Meet Kenji
8:17 - What made Kenji want to leave
13:46 - Taking the leap
23:29 - The early days of Acuity
28:57 - “would you do it the same way?”
31:14 - Where is the bottleneck?
36:13 - “Should everyone scale?”
42:45 - Balancing your life + the business/scaling
51:35 - Kenji’s post-exit mission
53:58 - If you’re an early-stage founder…
56:16 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
Former IRS Special Agent Shares Advice for Accountants - Robert Nordlander
06 Oct 2025
01:01:39
On today's episode we got a real interesting and unique guest - Robert Nordlander. Robert is a former IRS Criminal Investigator who worked with the Service for 21 years.
Today's episode is chalk full of value where we learn all about
✅ IRS CI procedures and how cases are selected
✅What happens when you receive a subpoena and how to act
✅How to keep yourself and your client out of trouble
✅Social media and the IRS
✅much much more
This Accountant Works 15 hours a week and Makes $180K - Erica Goode
22 Sep 2025
00:56:57
In today's episode we have Erica Goode, AKA The 15 Hour Accountant, sharing her journey and career in accounting.
We discuss everything from
✅ Private vs public accounting careers ✅Challenges woman face in the profession ✅Launching a firm centered around YOUR lifestyle ✅Deep burnout and its impacts ✅Raising kids while working
I am truly humbled to be able to bring you this incredibly valuable episode and a big thank you to Erica for joining us today
CPA + yogi Amy Vetter joins the Fun CPA Podcast to share how she built a career across KPMG, CAS (before it had a name), and Intuit. THEN created the B3 Method (Business + Balance = Bliss) to help firms rethink culture, burnout, and what “success” looks like now.
We dig into how COVID accelerated tech and remote work, why belief systems at the top shape everything, and practical ways new staff, seniors, and emerging partners can build meaningful careers without losing themselves.
Episode Highlights:
0:00 - Introduction
0:38 - Episode beginning and intro to Amy
2:09 - How Amy got started in accounting
7:55 - Amy’s big pivot
12:25 - Where the profession has gone
25:36 - The ‘B3 Method’ and getting your joy back
34:00 - Assessing whether firms are open to the process
37:59 - “Do you have a favorite conference?”
40:24 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
It’s one of the biggest problems in the accounting profession – and this week’s guest is right on the front lines fighting it.
Lynette Oss Connell, or “The Burnout Bestie” is a Burnout Prevention and Recovery Strategist. She works with individual CPAs and firms to reframe old narratives and ways of thinking.
Lynette joins Yuri to discuss her unique career destination and what she’s seeing among her peers and in her own experience working hands-on with firms. She also shares her own burnout story, the dangers of letting this negative cycle continue and of course, some advice for those of you ‘deep in it’ who have trouble prioritizing and making time for yourself.
Episode Highlights:
0:00 - Introduction 1:02 - More about Lynette and becoming the “burnout bestie” 9:22 - Exploring the decision to go private 16:38 - Task switching (and how it leads to burnout) 23:32 - Managing stress 30:23 - How to begin prioritizing yourself 38:33 - Advice for someone ‘deep in it’ 45:02 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
Recently, Yuri also launched Mentors Count a community for accountants struggling to find true mentorship in the profession. With tax technical and soft skills we cover it all!
John Fenton - Career Advice from a former Managing Partner
01 Sep 2025
00:42:01
This week, Yuri is joined by John Fenton – AKA “The CEO Sensei”.
Following a successful 30+Year career as a Managing Partner and CPA in one of the world’s largest accounting and consulting firms, John launched his business in 2013 in executive coaching and consulting to help busy executives be the best leaders they can be.
John sits down with Yuri to talk about the pitfalls of the corporate world and how consistently it will try to bleed into your personal and family life. Additionally, they focus in on how John ‘climbed’ his way to the top and what he learned from a leadership perspective, as well as a peer-to-peer POV.
And as always on The Fun CPA, Yuri explores the accounting world with John to see where it’s failing, and most importantly: where it can be improved and made better.
Episode Highlights:
0:00 - Introduction
0:36 - Episode beginning
1:04 - Introduction to John and his background
3:40 - The challenges John faced ‘climbing up’
6:47 -“What was the hardest level for you?”
9:02 - Advice for those who get a big promotion?
18:35 - Then vs. now
20:45 - Coaching the generational gap
32:34 - Mixing public accounting and family
40:14 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
Recently, Yuri also launched Mentors Count a community for accountants struggling to find true mentorship in the profession. With tax technical and soft skills we cover it all!
Welcome back to yet another episode of.. The Fun CPA!
This week, Yuri invites Daniel Steinberg – speaking, communications, marketing extraordinaire and Rabbi..
Daniel combines his comedic and religious background to create an approach that is uniquely him, which is to say, authentic and attention-grabbing.
Daniel joins Yuri to discuss his unusual journey from funny man, to marketer, to Rabbi and how that has informed his current business and outlook on communication. Daniel shares the basics to storytelling, shares some of his biggest flops, drops some tips on self-assessement and much more!
Episode Highlights: 0:00 - Teaser 0:37 - Episode beginning and intro to Daniel 6:15 - Daniel’s time with SNL, what drew him to comedy 12:56 - “How do you recover from a flop?” 16:23 - Public speaking deep dive 23:11 - Storytelling, advice to be a better communicator 27:24 - Self-assessment 32:30 - Authenticity 37:48 - Present day, Daniel’s business, public speaking 47:51 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
Recently, Yuri also launched Mentors Count a community for accountants struggling to find true mentorship in the profession. With tax technical and soft skills we cover it all!
CONNECT WITH DANIEL STEINBERG LinkedIn: https://www.linkedin.com/in/therealdanielsteinberg/ Website: https://maggidmethod.com/
Nathan Sosa - Breaking Down BBB
15 Jul 2025
00:27:54
This week on The Fun CPA, Yuri is joined by Nate Sosa, CPA, MST, Manager of the National Tax Department and Audit Defense Division at Hall CPA – for a deep dive into the “BBB” (a.k.a. the Big Beautiful Bill).
Nate brings his trademark clarity and technical depth as they unpack what this new bill brings to the table for high income earners, home owners, business owners, those in real estate and more.
They also cover some of what’s changing and staying the same with the bill and what you (the tax pro) can do to better serve clients or a business owner trying to navigate the latest policy changes.
Episode Highlights:
0:00 - Teaser 1:06 - Episode beginning and intro to Nate 4:21 - What’s changed? 6:01 - State and property tax changes (explained) 11:07 - What’s stayed the same 12:36 - Depreciation and the real estate space 17:45 - Tax rates in general 22:22 - If you’re tax planning… 27:09 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
Recently, Yuri also launched Mentors Count a community for accountants struggling to find true mentorship in the profession. With tax technical and soft skills we cover it all!
CONNECT WITH NATE SOSA LinkedIn: https://www.linkedin.com/in/nathansosacpa/ Website: https://www.therealestatecpa.com/
Dominic Piscopo - Accounting Salary Transparency
18 Jun 2025
00:48:15
Welcome back to yet another episode of.. The Fun CPA!
This week, Yuri is joined by Dominic Piscopo the founder of Big4Transparency.com, a widely used resource for salary transparency in the accounting industry, reaching nearly 250,000 accounting professionals. This data source was developed by Dominic himself, and helps professionals across the industry navigate the job market, pick the right employer and get paid what they’re worth.
Dominic joins Yuri to share what drove him to create such a game-changing tool – and why he felt the need to create more clarity in an industry that is notorious for being slippery on the details of compensation.
Dominic also covers his time as an entrepreneur, the challenges (and benefits) he’s experienced and the secret sauce behind his slightly unusual, yet potent marketing strategy.
Episode Highlights: 0:00 - Teaser 0:41 - Intro to Dom 2:43 - Dom’s early journey with firms 8:05 - Working on exciting projects 9:55 - The main driver behind going private 12:23 - “Jumping” firms and how it relates to your salary 17:10 - Dom’s take on people “jumping ship” 21:07 - Asking for a raise 27:37 - How Dom is helping increase pay clarity 34:27 - Being an entrepreneur full time 38:14 - Social media 45:41 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
Recently, Yuri also launched Mentors Count a community for accountants struggling to find true mentorship in the profession. With tax technical and soft skills we cover it all!
CONNECT WITH LinkedIn: https://www.linkedin.com/in/dopiscopo/ Website: Big4Transparency.com
Professor Jonathan Kern - Doctor Debit
27 May 2025
00:47:37
Welcome back to yet another episode of.. The Fun CPA!
This week, Yuri is joined by Jonathan Kern. Professor Kern is an instructor at the University of Oklahoma and is single handedly bringing enjoyment and passion to the next generation of accountants.
With the pipeline issue being so prevalent in the industry, it’s important to understand where students are coming from and what we – as professionals – can do to not only entice more to join, but also make sure that those that do are happy with their career choice.
This episode strikes at the very core of that issue, and Professor Kern is on the front lines. Not only does he share his experience in the classroom and what he is seeing with his students, he also describes how he is bringing life to a subject and profession that is historically pretty dry.
Additionally, Jonathan shares his journey and why he got involved in academia in the first place, his view on the industry as a whole, what we can do better and much more!
Episode Highlights: 0:00 - Intro 1:09 - Introduction to Jonathan Kern 4:32 - Jonathan’s experience with a firm 8:14 - “What got you into academia?” 11:42 - How do we make accounting fun? 14:23 - Instilling trust and inspiring the next generation 20:04 - The issue with starting salaries 23:16 - Jonathan’s favorite accounting jingle and breaking down concepts 31:13 - Education and accounting’s pipeline 37:35 - Jonathan’s advice to who’s hesitating on studying accounting 40:18 - Advice to those who feel lost in the profession 46:29 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
CONNECT WITH YURI KAPILOVICH LinkedIn: https://www.linkedin.com/in/ykapilovich/ Website: https://www.thefuncpa.co/
CONNECT WITH JONATHAN KERN LinkedIn: https://www.linkedin.com/in/jonathan--kern/ Email: jkern@ou.edu
Scotty Scarano - Life's Chapters
23 May 2025
01:19:59
Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by Scotty Scarano!
Scotty’s journey is nothing shy of incredible from buying out a franchise firm to growing it to over $1M in revenue to fully stepping out of the day-to-day to become an accounting Rapper (That’s right! OKR himself)
After performing at countless accounting conferences and experiencing some of the highest highs, Scotty realized that all the fame and glory meant nothing if he wasn’t spending time with what truly mattered – his family.
The name of the episode is Life’s Chapters because as Scotty went from being an accounting firm owner named Scott, to being Scotty to being OKR, we dive down to what is next and what this journey entails.
This episode is truly one for the books and I am incredibly thankful and blessed to be able to bring you this value-packed episode!
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
Not all accounting journeys are the same, but most are similar.
Today’s guest has done it all differently – and his rare, entrepreneurial drive is something you seldom see in an industry so focused on conformity. Shahram Zarshenas is the CEO of Financial Cents, an accounting practice management software – a company and idea that started when Shahram was just in college.
Together, Yuri and Shahram discuss his software and what makes it unique, as well as their respective POVs as software-maker and software-consumer. They also cover how it was built and what made Shahram confident enough to make the jump, social media use and disconnecting from it all, and more!
Episode Highlights:
0:00 - Intro
0:36 -
1:17 - WorkflowCon and how it was created
4:40 - Meet
7:30 - Starting Financial Sense
15:32 - How he built it
20:50 - “What’s most difficult about selling to accountants?”
31:03 - The culture @ FinancialCents
37:46 - Shahram’s approach to conferences
40:17 - Disconnecting, social media use
51:40 - Where you can find Shahram, wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by Tim Petrey!
Tim is the CEO of HD Growth Partners and White Glove Payroll, where he leads with a mission to redefine the accounting industry through empathy, innovation, and community impact.
Starting his journey at HD Growth Partners (formerly HD Davis CPAs) in 2008, Tim took the helm as Managing Partner at just 25 years old. Under his leadership, the firm expanded from a small team to over 70 employees, earning accolades such as Accounting Today's #1 Firm in the Country for Women in 2021 and Karbon’s Breakthrough Firm of the Year in 2024.
In this episode, Tim shares his journey from humble beginnings to leading a transformative firm, offering valuable lessons on leadership, innovation, and the importance of putting people first in business – as well as more technical topics like his experience with merging and what to look for in a partner.
Episode Highlights: 0:00 - Teaser 1:21 - Episode beginning 2:37 - Intro to Tim Petrey 5:58 - How Tim got started 7:17 - Transitioning to running a firm 11:22 - Diving deeper into when Tim took over the firm 14:57 - Making changes right away, scaling 23:30 - Adding partners, growth and the income split 26:58 - Tim’s secret, “merging up” 33:55 - How do you find the right partner? 41:45 - Steps you can take to get your time back 47:14 - At what point should you hire someone? 51:20 - Tim’s advice for the profession as a whole 54:20 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
CONNECT WITH YURI KAPILOVICH LinkedIn: https://www.linkedin.com/in/ykapilovich/ Website: https://www.thefuncpa.co/ CONNECT WITH TIM PETREY LinkedIn: https://www.linkedin.com/in/petreycpa/ Website: https://hdgrowthpartners.com/tim-petrey/
Jesse Rubenfeld & Tom Zehentner - FinOptimal
29 Apr 2025
00:47:55
Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by two guests – Tom Zehentner, Director of Growth and Product at FinOptimal and the founder of FinOptimal, Jesse Rubenfeld!
Together, Jesse and Tom have a substantial level of insight and experience in the accounting field – specifically in developing software that make posting accruals, keeping up with monthly journal entries, and financial reporting easier than ever for founders, owners, executives and accountants alike.
The fellas join Yuri this week to discuss the future of accounting – more specifically, where automation, AI and apps in general are taking the space. From a business ownership POV, Jesse and Tom also share their views on addressing competition in software development, finding your ‘perfect fit’ and both of their approaches to the vital mixture of personality and brand.
For aspiring coders or those of you working on your own piece of tech, this is a great episode to get a sneak peek into just what it takes to create a successful product – as well as ways that you can disrupt the field at large and contend with tech skepticism.
Episode Highlights: 0:00 - Teaser 0:45 - Episode beginning and introduction to Jesse and Tom 3:59 - Jesse’s experience with LimeWire 7:02 - Tom’s interest in automation 9:31 - Tech skepticism and bad automation 17:13 - “How do you find your ideal client?” 21:40 - “Where do you see tech and accounting taking that next leap?” 27:24 - Deciding what to focus on and addressing the competition 33:52 - Trying out different areas of the profession 41:33 - Jesse’s approach to personality and brand 47:18 - Episode wrap-up, where you can find Tom and Jesse
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
CONNECT WITH YURI KAPILOVICH LinkedIn: https://www.linkedin.com/in/ykapilovich/ Website: https://www.thefuncpa.co/
CONNECT WITH TOM ZEHENTER LinkedIn: https://www.linkedin.com/in/tom-zehentner-cpa-a0591b5b/ Website: https://www.finoptimal.com/
CONNECT WITH JESSE RUBENFELD LinkedIn: https://www.linkedin.com/in/jesserubenfeld/ Website: https://www.finoptimal.com/
Reza Hooda - Building a £1,000,000 Firm
15 Apr 2025
00:37:05
This week’s guest comes from ‘across the pond’ – but his insights and expertise is far from foreign CPAs and firm owners alike.
Reza Hooda is the founder of Capture Accounting and a serious authority in the accounting industry. Reza delivers an invaluable service to his clients: He gets their time back and simplifies their processes so that they can focus on scaling, growing and generating revenue.
Additionally, Reza coaches others like him on how they can grow their own firm – everything from pricing, generating leads, closing deals and much more. You can check him out on his website, LinkedIn or podcast giving advice to shot-callers, accountants and aspiring entrepreneurs alike.
Yuri explores Reza’s come-up and experience that pushed him to go out and create his very own business where he can control (and design) his experience. You’ll also get a sneak peek into Reza’s POV on differentiation, the importance of niching down or specializing, and much more!
Episode Highlights:
0:00 - Teaser 0:53 - Introduction 2:43 - What surprised Reza when he went out on his own 8:46 - Reza’s “a-ha” moment 10:49 - Zooming in on Reza’s pricing experience 18:20 - Differentiating yourself w/o using price 21:15 - Building your dream team 26:34 - For new firm owners: how to successfully start right from the beginning 29:12 - How you can start and be like Reza’s example 31:53 - “Going deeper” and why you should specialize 35:05 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
CONNECT WITH YURI KAPILOVICH LinkedIn: https://www.linkedin.com/in/ykapilovich/ Website: https://www.thefuncpa.co/
CONNECT WITH REZA HOODA LinkedIn: https://www.linkedin.com/in/rezahooda/?originalSubdomain=uk Website: https://www.rezahooda.com/
Allan Koltin - Private Equity in Accounting
06 Apr 2025
00:56:41
Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by a legendary figure in the accounting profession, Allan Koltin.
Allan is the CEO of Koltin Consulting Group and one of the most influential voices in the accounting world. With decades of experience advising top firms on growth, leadership, and mergers, Allan shares insights into what drives success in professional services – more specifically in this episode – the interplay between accounting firms and private equity.
From his early days as the youngest partner at his firm to being ranked among Accounting Today's Top 100 Most Influential People, Allan brings a wealth of knowledge, real-world stories, and forward-thinking advice.
Come listen to an episode chalk-full of value as we really drill down on the ups and down of private equity in the accounting space.
Episode Highlights:
0:00 - Teaser
0:59 - Episode beginning and intro to Allan
7:22 - Allan dives into PE and accounting
14:33 - “How do we move autonomy to accountability?”
18:56 - What PE ownership brings (and takes away)
28:08 - Managing staff and seniors as PE money comes in
34:20 - Who are the true winners and losers?
39:02 - “What is the threshold at which we stop flipping?”
45:20 - Maintaining (and combining) culture
52:30 - Allan’s suggestion to people uneasy with PE
54:51 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by Nikole Mackenzie!
Nikole is the founder and CEO of Momentum Accounting – a firm built for founder led, self-funded businesses doing $1M–$10M in revenue.
Like Yuri, Nikole has always sought to have more control of her career through ownership of her own firm. Not only does she share her journey to build this successful business, she also details what pushed her to go out and get her very own shingle. Much like other accounting origin stories – it isn’t pretty.
Additionally, the two discuss the ups and downs they’ve experienced in running their own business, the industry at large, what ‘CAS’ is and why it’s Nikole’s bread-and-butter and much more!
Like many of the guests on “The Fun CPA” – Nikole is an inspiration for those of you out there feeling disillusioned with “the grind” and a reminder that there are other paths that in this business that can lead to more fulfillment and balance.
Episode Highlights:
0:00 - Teaser 1:11 - Introduction 3:20 - Where Nikole first discovered CAS 4:44 - Nicole’s “OG” public accounting days 8:21 - “The moment” 12:49 - What CAS is 16:19 - Nikole’s ideal client 19:15 - “Spent a bunch of money on the wrong things” 24:40 - Losing a big client 27:10 - The ups and downs of having your own business 34:22 - Advice to CPAs that feel lost 37:56 - What can smaller firms do to enrich their careers? 42:46 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
CONNECT WITH YURI KAPILOVICH LinkedIn: https://www.linkedin.com/in/ykapilovich/ Website: https://www.thefuncpa.co/
CONNECT WITH NIKOLE MACKENZIE LinkedIn: https://www.linkedin.com/in/nikolemackenzie/ Website: https://momentumaccounting.com/
Randy Crabtree - The Human Side of Accounting
18 Mar 2025
01:15:13
Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by Randy Crabtree!
Randy is co-founder and partner of Tri-Merit Specialty Tax Professionals and an author, lecturer and host of The Unique CPA podcast.
His aptly named “Unique CPA” podcast is the perfect descriptor for Randy’s journey – not only to become a CPA – but also his path towards business ownership. His experience in toxic, corporate environments inspired him to build his own ideal firm with a focus on an employee-first culture.
Randy’s career has yielded many insights both big and small that have informed his business practices and POV on the industry, such as the importance of networking and conferences, why you should root for other people, and much more.
For you would-be owners out there or even soloprenuers trying to get their first client – this episode will be sure to inspire you AND give you concrete advice on how you can grow and evolve in an industry that has a complicated reputation for burnout and poor mental health management.
Episode Highlights:
0:00 - Teaser
0:57 - Episode beginning
4:45 - How Randy discovered accounting
9:23 - What Randy experienced vs. what he expected
20:35 - What happened after Randy left the firm
24:35 - Habits of never leaving, celebrating colleagues
27:35 - What made Randy sure he needed to move on
30:50 - Randy’s approach when he started out
33:27 - Is organic growth still relevant?
34:30 - Randy’s firm and why he sold
39:08 - Randy post-sale
43:20 - How Randy started another firm, what he did different 49:17 - A significant mindset shift in how the business is run
52:05 - How to get intentional about sales
55:39 - Avoiding the same mistakes while building a business
1:03:48 - The desire to start doing conferences
1:09:45 - Randy’s advice to the new school
1:13:45 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by the one and only Jason Staats!
Jason Staats is a large proponent of bringing technology into the accounting profession and revolutionizing what businesses and their teams are able to accomplish on a daily basis.
Jason’s experience running a $5M accounting firm and launching and exiting a couple SAAS companies has informed his considerable insight into the accounting industry and what it takes for these businesses to thrive in today’s digital economy.
Additionally, Jason has a considerable online following and is a known authority on both accounting and A.I. He sits down with Yuri to discuss where A.I. and accounting are headed, the challenges and triumphs he had while running his accounting business – and what it has taken him to become such a successful online brand.
Episode Highlights: 0:00 - Teaser 1:26 - Intro to Jason Staats 2:33 - Biggest challenge w/ accounting and A.I. 4:53 - Lack of incentive 8:26 - Jason’s experience buying an 80-year old firm 13:10 - Jason’s partnership experience 14:23 - Managing the broader organization 16:14 - Structuring the buyout 20:33 - How long did it take to see growth? 22:09 - From firm owner to content creator 24:56 - “You gotta do it for yourself” 28:26 - Jason’s breakthrough moment 30:05 - “There is so much value in simply being visible” 34:54 - “The bar is so low on LinkedIn” 36:43 - The best gift Jason was ever given 38:34 - “What even is flopping?” 39:39 - What tech should solo accountants use? 46:27 - Freedom of time 49:55 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
CONNECT WITH YURI KAPILOVICH LinkedIn: https://www.linkedin.com/in/ykapilovich/ Website: https://www.thefuncpa.co/
CONNECT WITH JASON STAATS LinkedIn: https://www.linkedin.com/in/jstaats/ Website: https://www.jasononfirms.com/
Rory Henry, CFP, BFA - Return on Relationships
05 Mar 2025
00:34:12
Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by Rory Henry!
Rory is a Certified Financial Planner™ and a Behavioral Financial Advisor (BFA™), is a director at Arrowroot Family Office and co-founder of AFO Wealth Management Forward.
Originator of the Advis-ROR®, methodology (Return on Relationship). Rory has been in the tax and financial advisory profession for nearly two decades. He has created a unique program to help accounting professionals incorporate holistic wealth management and proactive planning services into their practices.
He is the author of the forthcoming book "Holistic Guide to Wealth Management," a comprehensive resource with contributions from over 24+ thought leaders in accounting, wealth management, and behavioral finance. He hosts the AFO Wealth Management Forward podcast, and has been published in numerous financial and accounting media outlets, including Accounting Today, CPA Trendlines, Intuit Tax Pro Connect, and Financial Advisor Magazine, among others.
In this week’s episode, Yuri and Rory explore Rory’s unique positioning as a family office director. Rory isn’t your average family office operator, however – and he details what he does and how what he’s doing will soon be the future for small to medium-sized businesses.
Episode Highlights:
0:00 - Introduction 1:08 - Episode beginning and intro to Rory 3:42 - What a family office is 8:23 - “You are the financial first responder” 9:41 - Behavioral finance and making decisions 13:42 - Focusing on your “future state” 15:14 - Rory’s “values exercise” 21:33 - “The 4 R’s” 23:58 - Private equity and accounting 28:29 - “Every client is different”, AI and customer service 29:57 - Why accountants are positioned well now 33:09 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
CONNECT WITH YURI KAPILOVICH LinkedIn: https://www.linkedin.com/in/ykapilovich/ Website: https://www.thefuncpa.co/
CONNECT WITH RORY HENRY LinkedIn: https://www.linkedin.com/in/roryshenry/ Website: https://advisror.com/
Amber Setter, PCC - Prioritizing mental health and happiness
23 Feb 2025
00:47:15
Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by Amber Setter!
Amber is a CPA (inactive), Professional Certified Coach and is the Chief Enlightenment Officer and Executive Leadership Coach at Conscious Public Accountants. Amber's clients are often high-achieving professionals seeking deeper education and transformation. From ways to cope with burnout, career transition and much more – Amber is crucial to the development and emotion and mental well-being of numerous high-performers.
Amber sits down with Yuri to discuss the industry at large – and the issues she has experienced first-hand and seen in her client sessions. They also examine what it would take to retain more people in accounting, what could garner more interest and what can be improved – from company cultures and “old mentalities” to compensation and time-requirements.
Episode Highlights: 0:00 - Introduction 1:08 - Intro to guest Amber Setter 4:42 - How Amber helps her clients 8:18 - “Being a human” 10:58 - Dissecting Yuri’s partner problem 19:15 - The role of a coach 24:12 - “People have a hard time removing their anxieties” 25:57 - Replaying old habits 27:57 - Some of the main issues plaguing the profession 37:25 - The “old school” mentalities 39:04 - Getting more interest in the profession 45:41 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
CONNECT WITH YURI KAPILOVICH LinkedIn: https://www.linkedin.com/in/ykapilovich/ Website: https://www.thefuncpa.co/
CONNECT WITH AMBER SETTER LinkedIn: https://www.linkedin.com/in/ambersetter/ Website: https://conscious.cpa/
Mando Sallavanti, CFP - Building a Personal Brand
05 Feb 2025
00:34:52
Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich sits down with Mando Sallavanti—financial advisor, business owner, and LinkedIn powerhouse with over 30,000 followers—to break down the strategies behind building a powerful personal brand.
In today’s digital world, your online presence is your business card. Whether you’re looking to attract leads, establish industry authority, or turn engagement into real revenue, Yuri and Mando share their proven tactics for growing influence, managing time, and making an impact—without burning out.
If you're ready to level up your LinkedIn game, CPA, accountant or not – this episode is a must-listen!
Episode Highlights:
0:00 - Introduction
1:28 - Intro to Mando
3:29 - Mando’s LinkedIn journey and approach
6:46 - “Did you ever feel like it was not working?”
11:03 - The REAL value of LinkedIn
14:12 - Managing time and engagement
18:46 - When did you start saying “no”?
21:54 - Weeding out a “bad fit” client?
24:58 - “Where do you see yourself in the future?”
27:30 - Mando’s advice to newcomers
31:02 - Chasing passion
32:55 - Podcast + book recommendations
34:21 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
Real Talk: AI Is Not As Important as You Think in Accounting
03 Dec 2025
00:45:12
It’s the one big thing on everyone’s mind.
A.I.
This week’s guest has all the answers to your questions both hopeful and bleak. Chad Davis is the co-founder and partner of LiveCA LLP – and a self-proclaimed AI and automation geek.
Yuri and Chad discuss the AI of it all – it’s application in firms that are both tech averse and those that may be too tech-eager. They also investigate some situations where AI may not be the right answer, as well as how you can be a better shopper when it comes to new software.
For those of you with your own firms, or working on your own, this episode provides a great look into what your initial position should be and how bought in you are on this part of the future.
Episode Highlights:
0:00 - Intro
0:51 - Meet Chad Davis
4:15 - How Chad’s first firm “broke” and what he changed
8:32 - AI use in the industry
10:52 - “Leaning away” from AI
14:06 - When should you consider AI?
20:30 - Security issues
27:09 - Tax OCR software
37:40 - Recommendations for the tech-averse
44:58 - Chad’s favorite conference
47:46 - How you can reach out to Chad (and who should)
49:16 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
Welcome back to The Fun CPA Podcast! Host Yuri Kapilovich is joined by a special guest, Henry Huie.
With over a decade of CPA experience at renowned firms like Deloitte and Citrin Cooperman, Henry made the bold decision to leave the security of a steady paycheck to start his own firm. This shift is becoming increasingly common, particularly in the tax and accounting industries, as professionals seek greater autonomy and fulfillment.
In this episode, Yuri and Henry dive into his inspiring journey—from his pivotal "a-ha" moment to the work he put in building and designing a firm tailored to his vision.
Whether you're considering starting your own practice or curious about the entrepreneurial side of accounting, this conversation is packed with valuable insights and advice.
Episode Highlights: 0:00 - Introduction 0:55 - Episode beginning 1:51 - Some more about Henry Huie 3:53 - Sharing on LinkedIn 4:49 - Why Henry chose audit 7:03 - Being a firm owner 8:51 - Having an audit background 10:47 - Henry’s ‘pivotal moment’ 14:37 - “How do you structure your days?” 19:36 - Henry’s business-building mentality 24:20 - Henry’s process and his tax software
30:22 - Digging into pricing + packages 40:53 - Henry’s advice to first-timers 46:13 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
CONNECT WITH YURI KAPILOVICH LinkedIn: https://www.linkedin.com/in/ykapilovich/ Website: https://www.thefuncpa.co/
In this week’s episode, host Yuri Kapilovich sits down with Ryan Lazanis, founder of Future Firm and a CPA himself. Together they discuss Ryan’s journey from CPA, to owner, to innovator – from this beginnings in a corporate office and the negative experiences that pushed him to entrepreneurship – to his struggles and successes as with pricing, creating packages, client work and much more!
Episode Highlights: 0:00 - Introduction 0:35 - Episode beginning 1:14 - Intro to Ryan Lazanis 3:44 - Ryan’s public accounting experience 5:24 - What made Ryan want to leave 7:22 - Tax differences, US and Canada 8:43 - How Future Firm helps soloprenuers 10:21 - Starting Zen Accounting, problems Ryan ran into 14:14 - Getting pricing right, different packages 15:40 - Limiting client work and managing expectations 18:54 - Advice for your first hire 22:04 - Examining Yuri’s firm 25:04 - Starting a venture firm 26:24 - What Ryan learned and the marketing side 30:37 - Ryan’s partnership w/ Ignition 33:45 - Quantifying your “ideal end-state” 36:23 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
CONNECT WITH YURI KAPILOVICH LinkedIn: https://www.linkedin.com/in/ykapilovich/ Website: https://www.thefuncpa.co/
An introduction to TaxDome with Ilya Radzinsky & Kelly Rohrs
20 Dec 2023
00:30:06
In this episode we dive in to the ins and outs of TaxDome. The features, components and use cases for one of the best practice management software out there.
Here are the all stars featured in this podcast:
Kelly Rohrs: Owner of K. Rohrs CPA , P.C. based out of Long Island. Kelly is a user of Tax Dome for over a year and shares her experience with the features she loves most.
Ilya Radzinsky: CPO of TaxDome. Ilya shares his insights as the co-founder of TaxDome and highlights some functional use cases, features and his take on the software.
I am currently in the tax trial phase of TaxDome and have been loving it so this episode truly brought me a ton of value.
You can get more information about TaxDome at www.taxdome.com
Give us a like and subscribe to the show if you love what you hear.
PorterHouse Party - Top notch steak at your house
26 Sep 2023
00:38:52
From sourcing the highest quality steak to providing a one of a kind party experience at the comfort of your home, Joey & Pete will bring it all with PorterHouse Party.
An idea born out of backyard cookouts turned into a one of the most popular at-home steak party. Tune in and listen to the story of two NY City workers who turned weekend hangouts into cooking up the highest quality steak for The Real Housewives of NJ, NY Giants, and much more.
You will not regret booking them for your next party!
PorterHouse Party:
IG: @porterhouseparty
Website: https://www.porterhousepartyny.com
Katherine Studley: OnlyFans, Sex Workers and Taxes
23 May 2023
00:55:16
Did you ever wonder what the tax and business implications of OnlyFans creators are like?
Look no further and join me and Katherine Studley (AKA TheOnlyConsultant) on a deep dive of the specific issues that OnlyFans creators and sex workers experience in the tax and accounting world. We also chat about Kat's journey and how she left her W-2 job and found her way to this unique industry.
What are the write-offs for spicy creators? How does self-employment tax play into the tax implications of the industry?
This one is near and dear to my heart because I got to spend 1.5 years of my career at this firm and now I had the opportunity to sit down and chat with the original founders: Ed Wilkin and Ed Guttenplan. Their slogan of two Eds are better than one holds true to this day.
Learn the journey these gentlemen went through from starting the firm in 1983 to growing it to over $20M in revenue with the same core principles they had at the start. After spending about 10 years in the industry, both Eds were fed up with their experiences and sought to create a firm of their own. They met at a small firm and decided to take it to the self employment world together.
What a story! What a journey!
Like and subscribe for more!
Rahul Patel - Attorney, entrepreneur, and speaker
25 Oct 2022
00:57:50
We always see the end result and, very rarely, do we know the backstories of how people got to where they are.
Rahul is no exception to his, having started his journey with $800 in his bank account living in a motel and chasing his first client to prepay the fees so that he can make payroll to now running the 2nd largest property tax litigation firm in Texas.
Rahul is one of the most humble, down to earth people I ever met and he shares his journey and some great advice to young entrepreneurs out there.
Here is his amazing bio:
As managing partner of Patel Gaines, PLLC, Rahul B. Patel leads one of the fastest-growing law firms in the nation, focusing on commercial and civil litigation, commercial real estate law, property tax litigation, and corporate and business law.
A brilliant entrepreneur and strategic mind, Rahul has also led the growth and development of a number of other successful business ventures, including his role as Founder of Five Fitness Group, a flourishing fitness management firm, as well as PG Commercial, a real estate development firm focused on strategic commercial development opportunities in the South Texas region.
As a dynamic communicator and visionary leader, Rahul is also a sought-out speaker. He thrives on making a difference through his strategic entrepreneurial ventures. As a mentor to many young professionals, Rahul is motivated by educating and inspiring others.
Rahul is a leading attorney and entrepreneur in the state of Texas. He’s been recognized through numerous awards including, Super Lawyer and Top 100 Lawyers, San Antonio Business Journal Man of the Year, 40 Under 40, Best Places to Work, and San Antonio Magazine Faces of San Antonio, among others
Special Release - The basics of Mortgages by Matthew Schofield
17 Oct 2022
01:11:41
In addition to the main theme of The Capital Contribution I will be throwing in the audio files from my newly released YouTube series where we chat about the basics of things and things you should have learned in high school.
The series feature on YouTube in seasons (S1 - Real estate, S2 - CFP, etc) and the show is called The Capital Contribution Live. On today's episode we got Matthew Schofield, a Mortgage Loan Officer who explains the absolutely BASICS of the mortgage process when purchasing your personal residence.
Enjoy the show folks and if you want to get in touch with Matt here is his contact info:
Matt.Schofield@njlenders.com
Scott Jolly - The ups and downs of entrepreneurship
19 Sep 2022
00:47:38
What do you do when your business fails? Many people talk about self-employment being the only and there is "no way back" well for Scott Jolly going back to W-2 was a simple necessity and there was nothing wrong with it!
Tune in to hear the story of building up a business, have it fail, go to a W-2 position for 6 years and try again with much more success! As an added bonus, learn about the process of acquiring and making money on a mobile home park.
You can find Scott Jolly on LinkedIn.
Manny Torres - From Graphic designer to B2B growth amplifier
06 Sep 2022
00:39:11
In the self-employed journey adjustments are key. Whether a revision of your methodology, whole business line change, or minor tweaks they are important to the overall growth.
Manny has experiencing adjustments in his self-employed journey from leaving his W-2 job to be a freelancer to owning a printing franchise, to launching a firm that helps businesses reach their full earning potential.
Tune in to this week's episode and you may find Manny Torres on LinkedIn in the following link:
https://www.linkedin.com/in/torrescreative/
https://growthamplifiers.com/
Special Release - Rutgers Business School Presentation
25 Nov 2025
00:32:51
Accounting students this one is for you!
In today's special release episode, Yuri shares his presentation to a group of students at Rutgers Business School from October 30th, 2025. In this presentation Yuri helps college students understand what their journey will look like after graduating and how to best succeed in their accounting career.
Here are a few highlights:
✅Yuri's journey after graduation
✅How to interview well
✅Audit Vs. Tax
✅How to succeed at the new job
✅Much more!
Chase Birky - Building an accounting firm in 21st Century
30 Aug 2022
00:44:32
Most think of the traditional accounting firm as a sole practitioner building up their book of business slowly in their home. Chase Birky of Dark Horse, CPA is reimagining this concept into the 21st century.
With a resource based approach, Dark Horse CPA allows the sole practitioner to bring their book of business to a well establish, highly functioning team and take away the admin components so that the focus is honed in on the client.
After spending 2 years at Deloitte Chase knew that being an employee was not for him and partnered up in his first self-employment journey before breaking off 5 years later and creating Dark Horse.
Tune in to Chase's story and find Chase himself at Chase Birky on LinkedIn and check out:
Darkhorse.cpa - Main Dark Horse Website https://abetterway.cpa/ - To join Chase's vision as a practitioner within Dark Horse.
Adam Posner - Fired by Gary V to Self employed
16 Aug 2022
00:49:35
Did you ever wonder what it is like to land your dream job at Vayner Media and shortly thereafter be fired by Gary V?
Adam Posner's story is one that features exactly that. From landing his dream job with Gary V to re-evaluating his career path to launching NHP Talent and ThePOZcast and building a tremendous LinkedIn following.
Adam shares his journey and we chat about the business end of things as well. What a great story he has so tune in and enjoy!
Following your passion is something that Kim feel very strongly about.
After finishing a Doctor of Physical Therapy degree and working for a short few months, Kim quit her job and went fully into the real estate investment world. This is definitely the winner of the shortest time spent in the working world but the passion for real estate grew and it was time!
Fully packed with value and lots of life lessons learned along the way, this episode is a must listen!
Follow Kim on IG at kimberlymarie920
Massimo DiDomenico - From bus boy to social media entrepreneur
02 Aug 2022
01:03:04
You ever wonder what it is like to have 200K + followers? Massimo shares his journey and story on getting there.
Starting from standing up at his community college desk and say "I am out of here!! Who is coming with me??" to traveling the US and learning first hand what entrepreneurship is. Massimo shares his story of going from being completely broke to bringing in $60K a month back to being broke again and rebuilding.
The story is unreal so tune in and give Massimo a follow on IG.
Zane Stevens - Leaving behind a life in South Africa to become the California Wine Accountant
25 Jul 2022
00:56:09
Uprooting your life is never easy, moving countries is never easy and starting a business is never easy. Zane did all 3 and has become known as one of the most sought after accountant in the wine industry.
From KPMG South Africa office to starting Protea Financial, Zane never gave up on his dream even through uncertainty. Tune in to hear his story of leaving Cape Town, moving to California, starting a business and growing that business to over 10 employees.
Brandon Hall - Bringing the accounting industry into the year 2022
18 Jul 2022
01:23:22
In today's episode we bring you another accounting all star that is revolutionizing the industry.
From working in big 4 audit to launching his own firm with minimal tax experience, Brandon has quickly learned the necessary skills needed for tax work and also learned what the accounting industry is missing. His fresh perspectives bring you no timesheets, value based billing, and equitable ways to measure performance.
Brandon is ambitious and has goals of becoming a $100M firm utilizing all these concepts to show the world what a 2022 accounting firm looks like.
Elliot Mark - From soccer all-star to entrepreneur
05 Jul 2022
00:48:47
Navigating career choices in the athlete world can be challenging and turbulent. Elliot shares his journey of being an all-star soccer player and finding a niche need in helping high school students with the college recruitment process.
Elliot's story has many ups and down including navigating addiction after an injury and adjusting his business plans as he grew.
Ryan Sullivan - Mechanic turned podcaster, rapper, DJ
27 Jun 2022
00:49:05
Ryan is the true example of following a passion early on, against many odds and with lots of divergences along the way.
The best way to describe Ryan's journey is the repetitive theme of the cliff notes of his last 7 years. Here is what that looks like:
2015 - Landscaper 2016 - DJ & Mechanic 2017 - Mechanic 2018 - Audio Engineer 2019 - Podcast manager, Audio Editor, and Wedding DJ 2020 - Podcast Consultant 2021 - Founder of a Podcast launch company 2022 - Building the team and growing
The passion and vision that Ryan had after he fell in love with podcasting is palpable in this episode and in all of his content across all platforms on social media. Give him a follow:
Fernando Angelucci - From $6K savings to $150 Million in Self Storage
20 Jun 2022
00:49:14
You saw the title right. Fernando quit his job as an engineer with $6,000 in savings and started following his passion.
Tune in to today's episode where we learn about Fernando's path to becoming the Senior Managing Partner of Impact Self Storage and owning over $150M in self-storage assets. Fernando can be all over social media platforms under the handle of TheStorageStud where he give tons of value and general knowledge about the ins and outs of the self-storage industry.
Stay tuned to the very end where he shares an INCREDIBLY valuable item ;)
Allan Koltin - The accounting industry M&A and consulting legend
13 Jun 2022
00:42:29
When it comes to the accounting industry, Allan Koltin is the man with the plan. From being fired early on in his career, to finding his own niche in the industry as the premiere M&A and consulting guru working with the TOP accounting firms in the nation.
Tune in to this incredibly value packed episode where we discuss the ins and outs of the accounting industry. What is missing from the industry and what it takes for a firm to be successful in todays climate.
Allan's story and value he provides on this episode is enjoyable for all but if you are an accounting professional, this is the episode for you!
Follow Allan Koltin on LinkedIn, Accounting Today and everywhere he appears in the world of accounting.
He Turned Down Partner Track To Build His Own 7 Figure Firm
19 Nov 2025
00:56:02
Steven Jarvis, “the least boring CPA”, joins Yuri in this week’s episode to talk real career moves, not LinkedIn fantasies.
Steven is CEO and Head CPA at Retirement Tax Services – but at one time, he was *this* close to landing a partnership at a national firm.
Instead, he built a tax + education company serving financial advisors so he could design his work around his life, and not the other way around.
Additionally, Yuri and Steven discuss why most sales happen by email (not social), and how he 4×’d a conference in a year without losing his mind (or his margins). They get honest about switching from audit to tax, when entrepreneurship is a bad idea, building teams and setting expectations at work and at home so you can actually enjoy the wins.
Episode Highlights:
0:00 - Intro
0:35 - Meet Steven Jarvis
1:32 - Steven’s career journey, how we started
5:42 - Moving from audit to tax
13:57 - “If you want a dramatic shift…”
17:09 - Turning down the partnership (and what happened)
20:50 - What happened
27:15 - Steven’s take on social media, LinkedIn
31:11 - Tips for running and creating events
41:45 - Steven’s firm now
44:47 - Offshoring and AI
49:38 - “Why should someone become an accountant?”
51:19 - Work life balance
54:50 - Episode wrap-up
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
Adam Dickert & Dan Salonis - From living on $20 wawa gift cards to Real Estate deal syndicators
06 Jun 2022
01:15:48
Relationships and networking is everything in life and in business.
Adam & Dan are the quintessential examples of being movers and shakers in the real estate industry. Having both met at Marcus & Millichap, they learned the ins and outs and inner working of the real estate industry from within. They utilized that knowledge and their ability to leverage LinkedIn and business relationships to form Progress Realty Partners.
Tune in to this incredibly down to earth conversation where we inadvertently discuss the beginning of my own self-employment journey.
If you want to get started investing passively in real estate reach out to these awesome MVPs on LinkedIn or here: https://prp.us/
David Choi - From intern to real estate CEO
30 May 2022
00:38:55
Maintaining life-long relationships is one of the keys to success in the business world. David started out as an intern under my supervision at EisnerAmper and eventually left the W-2 world to grow a real estate rocket ship that helps generate over $100M in financing annually.
At 19 years old. after his internship at EisnerAmper where him and I met, David honed in and focused on becoming a real estate entrepreneur. Having to first learn while being an employee, David held a couple of W-2 jobs where he learned the different facets of real estate. Once he felt comfortable enough, he ditched the W-2 and began the hustle of real estate wholesaling. Tune in to learn about the trials and tribulations and how David went from just getting started to renting and renovating over a 100 properties per year and helping originate over $100M in bridge financing per year.
Enjoy the episode and check out David's podcast Real Leverage where he has some of the absolute MVPs of real estate teaching and adding value on how to succeed in the real estate industry.
Roman Zelichenko - Ditching the attorney W-2 to become an immigration tech entrepreneur
23 May 2022
00:57:29
Did you ever have such a passion for your industry but felt that the technology servicing this industry needs an upgrade to the 21st century? Roman did!
Roman wanted the intellectual challenge of law school and obtained his JD degree and began his journey in the professional world. He started working at a law firm and fell into the world of immigration law by accident. Recognizing the shortcomings in the technology that serviced the industry, he decided to take matters into his own hands to fix the issues. Not knowing how to get started, he decided to see how things worked from the inside by joining a FinTech company. With $30,000 in the bank and a general concept of what he had to do, he left the comfortable W-2 job and took the leap. The savings dried up quickly and Roman had to make some moves. Check out his incredible story of resilience and unwavering commitment to his passion.
Roman is extremely down to earth and super active on LinkedIn. Check him out: https://www.linkedin.com/in/romanzelichenko-electronic-lca-posting-public-access-file/
The Essential Jason Nelson - from marketing to wedding entertainer
20 May 2022
00:59:13
Did you ever have a passion for something that is completely outside of the career path you studied in college for?
Jason Nelson did. He studied marketing for 4 years in Rutgers Business School and got a great job with Barnes & Nobles College (BNC) making a nice salary of $50,000 straight out of school. The thing is, the passion Jason had for entertaining people and playing the saxophone and piano outweighed the one he had for the marketing department of BNC. Enter The Essential Jason Nelson, LLC and the journey it all entailed as he quit his job (mid pandemic) when the entertainment industry was at a stand-still and made it all work out. Pursuing his passion allowed him to make more than 2.5X what he did in the corporate world and do what he loves. Jason was featured on the Jersey Shore, Real House Wives of NJ and more to come.
Tune in to the journey and follow him on social media @essentialjasonnelson and see the life of one of the most energetic performers in the game.