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 is a business podcast hosted by Yuri Kapilovich, CPA, with 78 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Yuri Kapilovich, CPA hosts The Fun CPA Podcast, a business show with 78 episodes published.

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  The Fun CPA Podcast

  How Financial Planners and Accountants Work Together

  Aug 13, 20261h 2m

  More money does not automatically create peace of mind. Without a healthy relationship with money, greater wealth can simply magnify the same anxiety, guilt, and uncertainty that were already there. Matt Fizell, CFP® and founder of Harmony Wealth, joins Yuri to explore the human side of financial planning. Matt shares how early experiences shape the way people save, spend, and invest, and why even highly successful clients can struggle to enjoy what they have built. The real goal is not always maximizing the number. Sometimes it is understanding what “enough” looks like and creating a plan that gives someone permission to live. The conversation also turns to the relationship between financial planners and CPAs. Matt and Yuri discuss how better communication, clearer expectations, and thoughtful pricing can create stronger partnerships for everyone involved. They also examine what it means to build a firm intentionally, work with the right clients, and charge enough to make the work sustainable. Episode Highlights: 0:00 - Why more money does not eliminate financial anxiety 0:55 - Meet Matt Fizell of Harmony Wealth 2:18 - Leaving commission-based insurance for fee-only planning 6:39 - How wealth magnifies your relationship with money 11:57 - When disciplined savers struggle to enjoy their success 15:25 - Financial planning beyond investments 20:44 - Bitcoin, speculation, and investment regret 25:58 - Building a comprehensive financial plan 30:28 - Better partnerships between CPAs and financial planners 38:22 - Advisory work, communication, and fair compensation 43:36 - Setting minimum fees and qualifying referrals 45:14 - Designing the firm and client base you actually want 52:14 - The problem with complicated pricing models 55:43 - Wake surfing with country singer Jake Owen 59:01 - The future of CPA and financial planner collaboration 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 MATT FIZELL LinkedIn: https://www.linkedin.com/in/matt-fizell-0606134a/ Website: https://planwithharmony.com/

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  The Fun CPA Podcast

  Insights on Building And Selling A 7 Figure Firm

  Jul 24, 202652 min

  Mike Payne joins Yuri to talk about building BOSS Advisors, growing the firm to more than $2 million in revenue and eventually selling it. They discuss how Mike combined accounting and legal services under one roof, landed a major client during his first week in business and dealt with the pressure that came with the firm’s growth. Mike also shares what led him to sell, how he chose the right buyer and what life has looked like since the acquisition. Episode Highlights: 0:00 - Working 36 hours straight and hitting burnout 0:50 - Meet Mike Payne 1:18 - Combining accounting and legal services 8:28 - Starting BOSS Advisors and landing a major client 15:07 - Reaching the firm’s next growth ceiling 19:51 - The personal cost of building the business 29:27 - Finding the right buyer and selling the firm 36:13 - Making more time for family 39:57 - Creating healthier boundaries with work 43:04 - Building an audience and professional community 50:22 - Where to connect with Mike 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 MIKE PAYNE LinkedIn: https://www.linkedin.com/in/michaelpaynejdcpa/ Website: https://themikepayne.com/

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  The Fun CPA Podcast

  Burnout, Boundaries, and Balance with Erin Pohan

  Jul 15, 20261h 10m

  Erin Pohan is the founder of Upkeeping, a bookkeeping and payroll firm, and Wave Seattle, a conference for women in accounting. In this episode, Erin shares what it actually looked like to build her firm, grow a team, and figure things out without ever feeling completely ready. She and Yuri talk honestly about the pressure to scale, the challenge of hiring before there is enough work, and why success does not have to mean building the biggest firm possible. The conversation also gets into a difficult season of burnout caused largely by one high-paying client. Erin explains how the work began affecting her health and family life, why walking away from the revenue felt terrifying, and how that decision ultimately gave her more freedom without hurting the business long term. Episode Highlights: 0:00 - Intro 1:57 - Erin’s background and the start of Upkeeping 3:21 - Going from employee to firm owner 10:46 - Why you may never feel ready to launch 14:42 - Hiring your first team member 19:47 - What does success actually look like? 23:42 - Setting boundaries with clients 27:22 - Erin’s vision for her firm 30:00 - Burnout, overwork, and one major client 36:11 - What burnout looked like physically and emotionally 39:52 - Letting go of misaligned clients 43:09 - The financial upside of owning a firm 49:11 - Building community through accounting events 54:20 - The hidden costs of hosting events 1:03:47 - Imposter syndrome and finding your lane 1:08:13 - Where to find Erin 1:08:46 - 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 ERIN POHAN LinkedIn: https://www.linkedin.com/in/erinpohan/ Website: https://www.upkeeping.co/

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  The Fun CPA Podcast

  Solo Episode - 2026 Tax Season Breakdown (Good, Bad and Ugly)

  Jul 9, 202639 min

  In this episode, Yuri reflects on the 2026 tax season, sharing the highs, lows, and lessons learned along the way. Whether you're a solo CPA or managing a growing firm, this episode offers practical insights into tools, workflows, and mindset shifts to navigate busy periods more effectively. Breakdown of the 2026 tax season experience and key challenges faced Document collection pitfalls and exploring new tech solutions Software considerations: Drake, ProConnect, Stanford Tax, Soroban, Truss Strategies for managing workload, burnout, and client communication 00:00 - Introduction and episode overview 01:10 - Reflecting on the confidence at the start of the season 04:00 - Highlights: $140K revenue and billing methods 05:22 - Business entity handling: 60 S-corps, 93 1040s, and 60 1065s 07:47 - Podcasting and balancing workload 08:48 - The main issue: Document collection breakdown 09:42 - Challenges with Tax Dome and new features 11:23 - The importance of team access and oversight 12:47 - Workflow issues: Tracking submission and missing documents 13:42 - Burnout from managing incomplete document submissions 15:18 - Exploring alternative software solutions 16:55 - Comparing Drake, ProConnect, Stanford Tax, Soroban, and Truss 21:21 - Features of Soroban and AI document integration 22:23 - Truss: All-in-one platform with robust features 25:09 - Stanford Tax’s efficient work paper generation 27:02 - The power of automation and AI in modern tax prep 28:28 - Concerns with multiple platforms and risk diversification 29:23 - The importance of starting lean and growing with tools 30:52 - The value of tackling challenges step-by-step 33:01 - Considering ProConnect and its features 34:23 - Potential benefits of ProConnect’s auto-import 35:40 - Personal insights on transitioning software and managing risk 37:57 - Evolution of the firm: From Google Drive to advanced PM tools 40:04 - Final thoughts: Keep it simple, start small, grow smart 42:13 - Upcoming projects and personal life updates 43:11 - Closing remarks and thank you to listeners

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  The Fun CPA Podcast

  Practical Ways To Implement AI Today

  Jul 1, 202634 min

  In this episode of The Fun CPA Podcast , Yuri sits down with Isaac Perdomo, CEO and founder of Opzer, to talk about automation, AI, and where accounting firms should actually start. Isaac shares why firms do not need to overhaul everything at once, and why the best place to begin is usually with the painful, repetitive work they are already doing every day. From client reminders to workflow tracking to simple AI-powered daily prep, the conversation focuses on practical ways firm owners can save time without making things more complicated. They also talk about the challenge of getting teams to adopt new tools, how to test automations safely, and why small improvements can make a real difference during tax season. It’s a practical conversation for firm owners who know they need better systems but are not sure where to begin. Episode Highlights: 0:00 - Intro 0:46 - Meet Isaac Perdomo 1:44 - How Isaac got into accounting automation 3:08 - Where firms should start with automation 4:44 - Why accountants tolerate broken processes 6:32 - Tax season pain points and client intake 8:59 - Using automation to improve follow-up and workflow 11:23 - How to test automations without breaking things 12:30 - Why DIY automation can feel overwhelming 15:18 - Choosing what is worth automating 16:15 - Simple AI use cases for email and daily planning 18:28 - Setting up Claude tasks and meeting prep 24:26 - Isaac’s process for finding automation opportunities 27:04 - Conferences, relationships, and accounting communities 31:14 - Content, YouTube, and sharing what he is learning 32:44 - Where to find Isaac and Opzer 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 ISAAC PERDOMO LinkedIn: https://www.linkedin.com/in/isaac-perdomo/ Website: https://opzer.co/

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