The Fun CPA Podcast

 Sharrin Fuller sold two accounting firms for 2x the average multiple and she did it by building a business that could run without her. On the Fun CPA Podcast, Sharrin, CEO and founder of Glass Wallet Ventures, breaks down the real story behind her journey, how she engineered a highly automated firm that was actually easy to sell , and the one mistake she sees firm owners make over and over again:...

‘Old school cool’ is a thing, just not when it comes to accounting.    This week features Nick Boscia, a managing partner at Boscia and Boscia PC – and whose family accounting firm in New Jersey is the very subject of the episode. Nick returned to his family firm after PWC to work side by side with his dad in his “old school practice” – not only to ‘learn the ropes’, but to take the business into...

This week’s episode welcomes “ Scale with Purpose” co-authors Jason Blumer and Ian Vacin to tackle the biggest decision firm owners face: is scaling really right for you?    Together, they join Yuri to discuss this big question that many firm owners face: is it worth it, and should you be pushing yourself for more? Or listening to your gut.   Jason and Ian combine anecdotal experience with data, e...

Accountants don’t just do the client work and tax returns. They’re now custodians of some of a client’s most valuable data.    This week’s guest, Nick Mullen, is an expert in information security, IT governance, and compliance in the financial services sector. He’s seen it all when it comes to how small to mid-size firms handle their digital security. What they do badly, what they often miss – and...

This week’s guest JUST started his journey to begin his own firm.    Yuri is joined by Kendall Castro, who, as of a few months ago, recently became a business owner. Together, they break down Kendall’s path to starting his own business, the one critical moment that kicked everything off and most importantly:   What his experience has been so far.   From pricing, adding new business and making more...

Many guests on The Fun CPA have left their jobs, some of them at the ‘Big 4’ to begin their own business, or move to something tax and accounting adjacent.   This week’s guest is a little different! Blake Carroll works for a ‘Big 4’ firm, PwC, and has done so for the past 8 years.    As a Deployment Consultant for PwC, Blake is responsible for facilitating the development of high-performing teams...

 Michael Eckstein isn’t like most accountants.    He doesn’t talk like most accountants. Or think like them.    And he certainly doesn’t approach building a business the same way as them, either.    In this episode, Yuri and Michael sit down to discuss topics big and small – from client horror stories and biggest tax “beefs” to how Michael started his firm and why he built it around one central th...

 This week’s guest has achieved what many in the industry dream of.    A successful firm AND a successful exit.    Kenji Kuramoto is the founder and former CEO of Acuity, a pioneering outsourced accounting and fractional CFO firm that built and maintained financial functions for thousands of innovative entrepreneurs.    Kenji sits down with Yuri to discuss creating and growing his company – what h...

Not all accounting journeys are the same, but most are similar.    Today’s guest has done it all differently – and his rare, entrepreneurial drive is something you seldom see in an industry so focused on conformity. Shahram Zarshenas is the CEO of Financial Cents, an accounting practice management software – a company and idea that started when Shahram was just in college.    Together, Yuri and Sh...

It’s the one big thing on everyone’s mind.    A.I.    This week’s guest has all the answers to your questions both hopeful and bleak. Chad Davis is the co-founder and partner of LiveCA LLP – and a self-proclaimed AI and automation geek.    Yuri and Chad discuss the AI of it all – it’s application in firms that are both tech averse and those that may be too tech-eager. They also investigate some si...

Accounting students this one is for you! In today's special release episode, Yuri shares his presentation to a group of  students at Rutgers Business School from October 30th, 2025. In this presentation Yuri helps college students understand what their journey will look like after graduating and how to best succeed in their accounting career. Here are a few highlights: ✅Yuri's journey a...

Steven Jarvis, “the least boring CPA”, joins Yuri in this week’s episode to talk real career moves, not LinkedIn fantasies.    Steven is CEO and Head CPA at Retirement Tax Services – but at one time, he was *this* close to landing a partnership at a national firm.    Instead, he built a tax + education company serving financial advisors so he could design his work around his life, and not the othe...

  From LinkedIn “beef”, to a real conversation about building modern accounting teams.    This week, I’m joined by Connor Bland and Caleb Johnson of Cloud Accountant Staffing. Cloud focuses on building global careers for accounting professionals across the Philippines, South Africa, and Central/South America – and connecting these folks to firms here in the US.    Connor and Caleb dive a little mo...

U.S. accounting is changing fast. Offshoring, AI, and private equity are reshaping careers in real time.     Mario Castro  joins me to pull back the curtain on what firms won’t say out loud: hollowed training pipelines, billable-hour games, delayed start dates, and why the partner “cruise ship” may never come back to the dock for seniors and MDs.    We also cover some paths that do work – well as...

From “BDO to builder” to launching a platform for entrepreneurial CPAs. Marcus Rien joins Yuri to unpack public vs. private realities,  the 150/120 debate, and why the profession’s future depends on changing the narrative and the model.     We get into his journey, the creation of Waves CPAs—a marketplace + back office for CPAs who want flexibility and ownership—and how PE roll-ups, AI, and small-...

In today's episode we do a deep dive into buying and selling accounting firms with Daniel Talbott Daniel is the owner of RightExit helping firms sell and helping buyers find the right match when it comes to their firm purchase. If you are considering starting your accounting entrepreneurship journey and are not sure if you should buy an accounting firm this is the episode for you where we cov...

On today's episode we got a real interesting and unique guest - Robert Nordlander. Robert is a former IRS Criminal Investigator who worked with the Service for 21 years. Today's episode is chalk full of value where we learn all about  ✅ IRS CI procedures and how cases are selected ✅What happens when you receive a subpoena and how to act ✅How to keep yourself and your client out of tro...

In today's episode we have Erica Goode, AKA The 15 Hour Accountant, sharing her journey and career in accounting.  We discuss everything from  ✅ Private vs public accounting careers ✅Challenges woman face in the profession ✅Launching a firm centered around YOUR lifestyle ✅Deep burnout and its impacts ✅Raising kids while working  I am truly humbled to be able to bring you this incredibly...

  CPA + yogi Amy Vetter joins the Fun CPA Podcast to share how she built a career across KPMG, CAS (before it had a name), and Intuit. THEN created the B3 Method (Business + Balance = Bliss) to help firms rethink culture, burnout, and what “success” looks like now.    We dig into how COVID accelerated tech and remote work, why belief systems at the top shape everything, and practical ways new staf...

It’s one of the biggest problems in the accounting profession – and this week’s guest is right on the front lines fighting it. Lynette Oss Connell, or “The Burnout Bestie” is a Burnout Prevention and Recovery Strategist. She works with individual CPAs and firms to reframe old narratives and ways of thinking. Lynette joins Yuri to discuss her unique career destination and what she’s seeing among he...

This week, Yuri is joined by John Fenton – AKA “The CEO Sensei”.    Following a successful 30+Year career as a Managing Partner and CPA in one of the world’s largest accounting and consulting firms, John launched his business in 2013 in executive coaching and consulting to help busy executives be the best leaders they can be.   John sits down with Yuri to talk about the pitfalls of the corporate w...

Welcome back to yet another episode of.. The Fun CPA! This week, Yuri invites Daniel Steinberg – speaking, communications, marketing extraordinaire and Rabbi.. Daniel combines his comedic and religious background to create an approach that is uniquely him, which is to say, authentic and attention-grabbing. Daniel joins Yuri to discuss his unusual journey from funny man, to marketer, to Rabbi and h...

This week on The Fun CPA, Yuri is joined by Nate Sosa, CPA, MST, Manager of the National Tax Department and Audit Defense Division at Hall CPA – for a deep dive into the “BBB” (a.k.a. the Big Beautiful Bill). Nate brings his trademark clarity and technical depth as they unpack what this new bill brings to the table for high income earners, home owners, business owners, those in real estate and mor...

Welcome back to yet another episode of.. The Fun CPA! This week, Yuri is joined by Dominic Piscopo the founder of Big4Transparency.com, a widely used resource for salary transparency in the accounting industry, reaching nearly 250,000 accounting professionals. This data source was developed by Dominic himself, and helps professionals across the industry navigate the job market, pick the right empl...

Welcome back to yet another episode of.. The Fun CPA! This week, Yuri is joined by Jonathan Kern. Professor Kern is an instructor at the University of Oklahoma and is single handedly bringing enjoyment and passion to the next generation of accountants. With the pipeline issue being so prevalent in the industry, it’s important to understand where students are coming from and what we – as profession...