The Fun CPA Podcast

Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by Scotty Scarano!    Scotty’s journey is nothing shy of incredible from buying out a franchise firm to growing it to over $1M in revenue to fully stepping out of the day-to-day to become an accounting Rapper (That’s right! OKR himself) After performing at countless accounting conferences and experiencing some of the hi...

Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by Tim Petrey! Tim is the CEO of HD Growth Partners and White Glove Payroll, where he leads with a mission to redefine the accounting industry through empathy, innovation, and community impact. Starting his journey at HD Growth Partners (formerly HD Davis CPAs) in 2008, Tim took the helm as Managing Partner at just 25 y...

Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by two guests – Tom Zehentner, Director of Growth and Product at FinOptimal and the founder of FinOptimal, Jesse Rubenfeld! Together, Jesse and Tom have a substantial level of insight and experience in the accounting field – specifically in developing software that make posting accruals, keeping up with monthly journal...

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 delivers an invaluable service to his clients: He gets their time back and simplifies their processes so that they can focus on scaling, growing and generating revenue...

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 voices in the accounting world. With decades of experience advising top firms on growth, leadership, and mergers, Allan shares insights into what drives success in professional...

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. Like Yuri, Nikole has always sought to have more control of her career through ownership of her own firm. Not only does she share her journey to build this successfu...

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.    His aptly named “Unique CPA” podcast is the perfect descriptor for Randy’s journey – not only to become a CPA – but also his path towards business ownership. His expe...

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 businesses and their teams are able to accomplish on a daily basis. Jason’s experience running a $5M accounting firm and launching and exiting a couple SAAS companies has inf...

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 AFO Wealth Management Forward.  Originator of the Advis-ROR®, methodology (Return on Relationship). Rory has been in the tax and financial advisory profession for ne...

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 Conscious Public Accountants. Amber's clients are often high-achieving professionals seeking deeper education and transformation. From ways to cope with burnout, career t...

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 personal brand. In today’s digital world, your online presence is your business card. Whether you’re looking to attract leads, establish industry authority,...

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 the security of a steady paycheck to start his own firm. This shift is becoming increasingly common, particularly in the tax and accounting industries, as professionals s...

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 negative experiences that pushed him to entrepreneurship – to his struggles and successes as with pricing, creating packages, client work and much more! Episode...

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 Rohrs: Owner of K. Rohrs CPA , P.C. based out of Long Island. Kelly is a user of Tax Dome for over a year and shares her experience with the features she loves most. Ilya Radzinsky: CPO...

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 turned into a one of the most popular at-home steak party. Tune in and listen to the story of two NY City workers who turned weekend hangouts into cooking up the highest quality steak...

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 and sex workers experience in the tax and accounting world. We also chat about Kat's journey and how she left her W-2 job and found her way to this unique industry. What...

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 one holds true to this day. Learn the journey these gentlemen went through from starting the firm in 1983 to growing it to over $20M in revenue with the sa...

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 first client to prepay the fees so that he can make payroll to now running the 2nd largest property tax litigation firm in Texas.  Rahul is one of the most humble, dow...

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 series feature on YouTube in seasons (S1 - Real estate, S2 - CFP, etc) and the show is called The Capital Contribution Live. On today's episode we got Matthew Schofi...

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 hear the story of building up a business, have it fail, go to a W-2 position for 6 years and try again with much more success! As an added bonus, learn about...

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 journey from leaving his W-2 job to be a freelancer to owning a printing franchise, to launching a firm that helps businesses reach their full earning potential. Tune i...

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 approach, Dark Horse CPA allows the sole practitioner to bring their book of business to a well establish, highly functioning team and take away the admin components so t...

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 career path to launching NHP Talent and ThePOZcast and building a tremendous LinkedIn following.  Adam shares his journey and we chat about the business end of th...

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. This is definitely the winner of the shortest time spent in the working world but the passion for real estate grew and it was time! Fully packed with value and lots of li...

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 traveling the US  and learning first hand what entrepreneurship is. Massimo shares his story of going from being completely broke to bringing in $60K a month back to...