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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
Dan Pinkous - CEO of Truss (A Tool For Document Collection)
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
In this episode of The Fun CPA Podcast, Yuri sits down with Daniel Pinkous, founder and CEO of Truss, for a conversation about the messy, frustrating reality of tax workflow.
They talk about why client document collection still creates so much friction for CPA firms, how Truss is trying to make that process easier, and why the best software should remove headaches instead of creating another system to manage.
Daniel also shares the story behind building Truss, from entering the accounting space as an outsider to bootstrapping the company through some very real founder pressure. It’s a conversation about better systems, better client experiences, and building something that actually solves the problems firm owners deal with every day.
Join my new newsletter here: https://thefuncpa.beehiiv.com/
Learn about Truss here: https://gettruss.link/thefuncpa
Episode Highlights:
0:00 - Intro
1:03 - Meet Daniel Pinkous and Truss
2:52 - How Daniel found the CPA workflow problem
5:15 - What Truss does for tax firms
7:04 - Why client intake breaks down every year
13:41 - Replacing the traditional portal experience
16:30 - Using AI to clean up document collection
20:50 - Smarter questionnaires and client checklists
25:19 - Automating workpapers and tax organization
30:00 - Prep partnerships and outsourcing options
36:23 - Max AI, transcripts, and reducing missed items
41:02 - Making return delivery easier for clients
44:10 - Building Truss without outside funding
49:40 - The hard moments of bootstrapping
53:14 - Faith, support, and staying grounded
57:36 - Where to find Daniel and Truss
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 DANIEL PINKOUS
LinkedIn: https://www.linkedin.com/in/daniel-p376152/
Website: https://gettruss.link/thefuncpa
