The Fun CPA Podcast

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...

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...