The Fun CPA Podcast
It is no secret that the accounting profession needs a fresh perspective after years of status quo.
The Fun CPA podcast aims to bring exactly that. Fun, refreshing and unique perspective on a profession that needs it the most.
The conversations I will bring to you will bring you and your firm value. We discuss pricing, firm management, technology, social media and mental health. The guests on the show range from small accounting firm owners to big firm partners to incredible mental health coaches to our profession and much much more.
Give it a listen, the fresh perspective you been waiting on is here!
The Fun CPA Podcast
Jason Staats - Accounting & AI
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/
