Here Is What He Learned From 1000+ Firm Owners
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Here Is What He Learned From 1000+ Firm Owners
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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 a specific niche, and how he would handle everything from finding leads to onboarding and retaining clients.
Along the way, Petar shares some practical ideas around pricing, communication, automation, and AI that firm owners can start applying without completely rebuilding their businesses.
Episode Highlights:
0:00 - How TaxDome identifies high-intent leads
0:50 - Meet Petar Iliev
3:14 - Electronic music and European work culture
9:00 - What successful accounting firms do differently
14:38 - Building a business that can run without you
20:40 - How Petar would build an accounting firm
28:20 - Niche marketing, industry events, and SEO
30:12 - Using lead scoring to find serious prospects
36:46 - Why speed wins accounting clients
40:30 - How successful firms use AI and automation
46:25 - Creating a better client experience
53:14 - Retention, pricing, and service packages
1:02:00 - Turning feedback into reviews and referrals
1:06:40 - Building a client status tracker with AI
1:07:38 - Balancing business and Brazilian jiu-jitsu
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
CONNECT WITH YURI KAPILOVICH
LinkedIn: https://www.linkedin.com/in/ykapilovich/
Website: https://www.thefuncpa.co/
CONNECT WITH PETAR ILIEV
LinkedIn: https://www.linkedin.com/in/p-iliev/
Website: https://taxdome.com/