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The Fun CPA Podcast

Yuri Kapilovich, CPA
Accounting
Credit Card Points
Public Accounting
Artificial Intelligence
Burnout
Content Creation
Blue J Tax Analytics
Accounting Profession
Mental Health
Marketing For Accountants
Financial Cents
Accounting Firms
Private Equity
Offshore Accounting
BBB (build Back Better)
Pricing
Travel Hacking
Automation
Anomaly CPA
Benjamin Alarie

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 s... more

PublishesWeeklyEpisodes78Founded4 years ago
Number of ListenersCategories
EntrepreneurshipBusinessManagement

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Artwork for The Fun CPA Podcast

Latest Episodes

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 frict... more

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... more

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 e... more

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 ... more

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, ... more

Credit card points can feel like a complicated game, but for business owners with regular expenses, there can be real upside if the math makes sense. 

Yuri sits down with Nadia Groen, founder of Points Advisors, to break down how business owners can... more

Most people do not put “accounting” and “creative” in the same sentence. Drew Carrick has built a career doing exactly that.

Yuri sits down with Drew Carrick, also known as The Rapping CPA, to talk about how a public accounting career turned into ra... more

Pricing is one of the hardest conversations in the accounting profession, but the problem usually starts before the client ever pushes back. 

Yuri sits down with Carlos Garcia, co-founder of Reframe, to talk about value, confidence, communication, a... more

Key Facts

Accepts Guests
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Recent Guests

Nadia Groen
Founder of Points Advisors; credit card points specialist
Points Advisors
Episode: She Demystifies Credit Card Points
Drew Carrick
The Rapping CPA
Flowcast (past); CPA Club (current focus)
Episode: When The Creative And The Accountant Mix - The Rapping CPA
Carlos M. Garcia Jr.
Co-founder of Reframe, accounting community; sales & communications coach and public speaker
Reframe Accounting
Episode: The Pricing Conversation All Accountants Need to Hear
John Malone
Co-founder of Anomaly CPA; attorney by background with a focus on tax advisory and strategic business solutions
Anomaly CPA
Episode: The Real Challenges Of Running a $4.5M Firm
Greg O'Brien
Co-founder of Anomaly CPA; CPA with tax advisory and business leadership background
Anomaly CPA
Episode: The Real Challenges Of Running a $4.5M Firm
Michael Mazzanna
Founder of a solo CPA firm; former tax professional with experience at large firms
Self-employed tax professional
Episode: Here Is How He Runs His $150K Solo Firm
Benjamin Alarie
Tax law professor turned CEO and founder of Blue J
Blue J Tax Analytics
Episode: The Tax Research Tool You Need To Hear About
Logan Graf
CPA firm owner based in Austin; creator of a community for accounting firm owners; active content creator since 2019
Austin-based CPA firm; Counter the Community
Episode: Firm Building, Social Media and Community With Logan Graf
Jonathan Shkolnik
Co-founder of Portali, AI-powered bookkeeping solution
Portali
Episode: How To Sell and Build Tech For Accountants

Host

Yuri
Host of The Fun CPA Podcast

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Talking Points

Recent interactions between the hosts and their guests.

Nathan Sosa - Breaking Down BBB
Q: Tell us a little about yourself and how you got involved in BBB deep dives?
Nathan introduces himself, explains his role at Hall CPA and how his team focuses on understanding and applying BBB provisions, especially around QBI, SALT, and real estate incentives.
The Pricing Conversation All Accountants Need to Hear
Q: How should a practitioner approach a price increase with long-time clients?
Approach it gradually, use a structured conversation, anchor past value (e.g., revenue growth achieved), clearly articulate the new service levels, and present the price as a fraction of the value delivered, testing with the most probable yes clients first.
The Pricing Conversation All Accountants Need to Hear
Q: What are the four elements clients value when pricing changes are being discussed?
Clients value money, time, risk, and status, and pricing should reflect how the services save money, free up time, reduce risk, and enhance the client's standing or brand.
Daniel Steinberg - Speak with confidence
Q: How has AI and social media changed public-speaking dynamics, and how do you stay authentic?
Authenticity has become the differentiator; despite AI tools, the genuine human delivery and personal storytelling win over audiences who can spot generic AI-generated content.
Daniel Steinberg - Speak with confidence
Q: What advice would you give someone seeking a promotion or better communication in their job?
Lead with clear value for the audience, document wins, and treat attention as currency; prepare with a value-first mindset and use storytelling to connect with decision-makers.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
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Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Fun CPA Podcast

What is The Fun CPA Podcast about and what kind of topics does it cover?

The show centers on modernizing the accounting profession by exploring nontraditional firm models, pricing transformations, technology adoption, and growth strategies. Across episodes, guests share real-world lessons on moving away from hourly billing toward value-based and recurring revenue, building scalable operating systems, leveraging marketing and social media to attract clients, and embracing AI and automation to boost efficiency. Mental health, onboarding and hiring, and strategic branding often surface as critical components of sustainable practice leadership. Noteworthy is the consistent focus on practical, actionable takeaways for firm owners—from solo practitioners to multi-person firms—while foregrounding culture, process, and ... more

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How many listeners does The Fun CPA Podcast get?

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Which podcasts are similar to The Fun CPA Podcast?

These podcasts share a similar audience with The Fun CPA Podcast:

1. Jason On Firms Podcast
2. The Accounting Podcast
3. Business Strategy for CPA's
4. Your Tax Firm, Your Way
5. Small Business Tax Savings Podcast

How many episodes of The Fun CPA Podcast are there?

The Fun CPA Podcast launched 4 years ago and published 78 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Fun CPA Podcast?

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What guests have appeared on The Fun CPA Podcast?

Recent guests on The Fun CPA Podcast include:

1. Nadia Groen
2. Drew Carrick
3. Carlos M. Garcia Jr.
4. John Malone
5. Greg O'Brien
6. Michael Mazzanna
7. Benjamin Alarie
8. Logan Graf

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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