Claim OwnershipThe Fun CPA Podcast
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Description
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!
83 Episodes
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After working with over 1,000 accounting firms, from solo practices to firms generating over $100 million, Petar Iliev has a pretty clear view of what separates firms that stay dependent on the owner from those that can actually scale. Petar joins Yuri to talk about the shift from running a practice to building a business. What is the “standard”? What should you know, or prioritize? They also get into how Petar would build an accounting firm from scratch, why he would choose...
Bad tax advice has never been easier to find. Jasmine DiLucci is a tax attorney, CPA, and enrolled agent who has built a large online following by calling out illegal strategies and the people selling them. She joins Yuri to talk about why unqualified influencers gain so much credibility online, why disproving their claims takes far more work than making them, and what people misunderstand about the tax strategies used by the wealthy. Jasmine also shares how she took over her parents’ firm, f...
A $500,000 firm with employees may not leave its owner much better off than a $300,000 solo practice. Aaron Zimmerman joins Yuri to talk honestly about that tradeoff and the kind of accounting firm he actually wants to build. After leaving his job and launching Brickhouse CPAs, Aaron grew the firm to roughly 75 clients and 120 tax returns while developing a niche serving real estate investors. Rather than chasing headcount or revenue for its own sake, Aaron has focused on strong...
Mike Libbey joined his father’s accounting firm straight out of college, becoming its first employee and working alongside him from the family living room. Today, Mike is a partner and COO at YBL, a modern virtual firm with approximately 30 employees and $3.75 million in annual revenue. Mike shares how the firm grew, why hiring an operations manager changed what he believed was possible, and how he gradually removed himself from client work to focus on strategy, technology, and growth. He als...
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...
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