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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
How To Sell and Build Tech For Accountants
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Most accounting firms don’t have a tech problem. They have a trust problem.
In this episode, Yuri sits down with Jonathan Shkolnik, a developer turned founder building Portali, an AI bookkeeping tool designed to take the pain out of cleanups and month-end work. They talk through why accountants are so change resistant, how to evaluate new tools without getting burned, and what “automation” actually means when accuracy still matters and someone has to own the final review.
They also get into the practical stuff people actually worry about, how bank connections break, when uploading statements is a better workflow, what happens with credit card activity, and why “just export it to Excel” is still a real need for tax focused firms.
Episode Highlights:
0:00 - Intro
0:33 - Meet Jonathan + his background
4:16 - Building products for accountants
6:40 - Resistance and pushback
9:30 - Bringing on new tech (don’t wait for the pain)
13:10 - What does Portali do? (and how does it help)
24:11 - Addressing pain points around file sharing, docs and Excel
30:50 - Connecting banks and cards to Portali
36:35 - Being a digital nomad
40:55 - Wrap-up, where you can find Jonathan
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 SHKOLNIK
LinkedIn: https://www.linkedin.com/in/jshkolnik/
Website: https://portali.tech
