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!
Episodes
32 episodes
Reza Hooda - Building a £1,000,000 Firm
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 d...
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37:05
Allan Koltin - Private Equity in Accounting
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 voic...
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56:41
Nikole Mackenzie - Momentum is Everything
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....
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44:19
Randy Crabtree - The Human Side of Accounting
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.&nbs...
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1:15:13
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 busi...
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51:17
Rory Henry, CFP, BFA - Return on Relationships
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...
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34:12
Amber Setter, PCC - Prioritizing mental health and happiness
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 Consc...
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47:15
Mando Sallavanti, CFP - Building a Personal Brand
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 p...
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34:52
Henry Huie - Making the leap
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 th...
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Season 1
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Episode 2
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47:16
Ryan Lazanis - The Future of Accounting
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 n...
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37:58
An introduction to TaxDome with Ilya Radzinsky & Kelly Rohrs
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 R...
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30:06
PorterHouse Party - Top notch steak at your house
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 turn...
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38:52
Katherine Studley: OnlyFans, Sex Workers and Taxes
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 an...
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Season 1
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Episode 20
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55:16
WilkinGuttenplan - The 40 year journey
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...
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39:12
Rahul Patel - Attorney, entrepreneur, and speaker
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...
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57:50
Special Release - The basics of Mortgages by Matthew Schofield
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 ser...
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1:11:41
Scott Jolly - The ups and downs of entrepreneurship
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 h...
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Season 1
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Episode 16
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47:38
Manny Torres - From Graphic designer to B2B growth amplifier
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 journ...
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Season 1
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Episode 15
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39:11
Chase Birky - Building an accounting firm in 21st Century
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 approac...
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Season 1
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Episode 14
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44:32
Adam Posner - Fired by Gary V to Self employed
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 ...
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49:35
Kimberly W - DPT turned real estate entrepreneur
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. Thi...
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45:45
Massimo DiDomenico - From bus boy to social media entrepreneur
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 travelin...
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Season 1
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Episode 11
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1:03:04
Zane Stevens - Leaving behind a life in South Africa to become the California Wine Accountant
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 t...
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Season 1
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Episode 10
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56:09
Brandon Hall - Bringing the accounting industry into the year 2022
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 ...
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Season 1
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Episode 9
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1:23:22
Elliot Mark - From soccer all-star to entrepreneur
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....
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Season 1
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Episode 8
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48:47