エピソード

  • The Realest Conversation Around Firm Ownership You Ever Heard
    2025/12/23

    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 thing.

    Additionally, they tackle some hot topics that come up again and again in LinkedIn and elsewhere: minimum fees, taking on more (or less) clients and designing your business around your life (and not the other way around).


    Episode Highlights:

    0:00 - Intro

    0:36 - Episode beginning

    3:16 - Mike’s journey and background

    9:14 - What made Mike a “travelling accountant”

    11:02 - Taking on clients and protecting your time

    15:39 - LinkedIn, tech and getting business

    18:11 - LinkedIn cringe stories

    21:20 - Minimum fees, setting it and increasing it

    26:43 - Mike’s goal for LinkedIn

    34:45 - A day in the life of Michael Eckstein

    37:46 - Biggest ‘beef’ with taxes

    43:35 - Perfectionism in the industry, value-pricing

    51:41 - Network building, client horror stories

    1:03:11 - Wrap-up

    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 MICHAEL ECKSTEIN

    LinkedIn: linkedin.com/in/michael-eckstein

    Website: https://restingbusinessface.com/about/#about

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    1 時間 5 分
  • Finding Your Balance While Scaling A Firm
    2025/12/18


    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 he learned, what he would change and the central theme of the episode:

    Should every firm scale?


    Episode Highlights:

    0:00 - Intro

    0:37 - Episode beginning, Top-5 rappers

    3:12 - Meet Kenji

    8:17 - What made Kenji want to leave

    13:46 - Taking the leap

    23:29 - The early days of Acuity

    28:57 - “would you do it the same way?”

    31:14 - Where is the bottleneck?

    36:13 - “Should everyone scale?”

    42:45 - Balancing your life + the business/scaling

    51:35 - Kenji’s post-exit mission

    53:58 - If you’re an early-stage founder…

    56:16 - Episode wrap-up

    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 KENJI

    LinkedIn: https://www.linkedin.com/in/kenjikuramoto/

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    58 分
  • Building Financial Cents - The PM For Accountants
    2025/12/10

    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 Shahram discuss his software and what makes it unique, as well as their respective POVs as software-maker and software-consumer. They also cover how it was built and what made Shahram confident enough to make the jump, social media use and disconnecting from it all, and more!


    Episode Highlights:

    0:00 - Intro

    0:36 -

    1:17 - WorkflowCon and how it was created

    4:40 - Meet

    7:30 - Starting Financial Sense

    15:32 - How he built it

    20:50 - “What’s most difficult about selling to accountants?”

    31:03 - The culture @ FinancialCents

    37:46 - Shahram’s approach to conferences

    40:17 - Disconnecting, social media use

    51:40 - Where you can find Shahram, wrap-up

    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 SHAHRAM

    LinkedIn: https://www.linkedin.com/in/shahramzarshenas/

    Website: https://financial-cents.com/

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    53 分
  • Real Talk: AI Is Not As Important as You Think in Accounting
    2025/12/03

    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 situations where AI may not be the right answer, as well as how you can be a better shopper when it comes to new software.

    For those of you with your own firms, or working on your own, this episode provides a great look into what your initial position should be and how bought in you are on this part of the future.


    Episode Highlights:

    0:00 - Intro

    0:51 - Meet Chad Davis

    4:15 - How Chad’s first firm “broke” and what he changed

    8:32 - AI use in the industry

    10:52 - “Leaning away” from AI

    14:06 - When should you consider AI?

    20:30 - Security issues

    27:09 - Tax OCR software

    37:40 - Recommendations for the tech-averse

    44:58 - Chad’s favorite conference

    47:46 - How you can reach out to Chad (and who should)

    49:16 - Episode wrap-up

    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 CHAD DAVIS

    LinkedIn: https://www.linkedin.com/in/chaddavis1/

    Website: https://www.liveca.ca/

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    45 分
  • Special Release - Rutgers Business School Presentation
    2025/11/25

    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 after graduation

    ✅How to interview well

    ✅Audit Vs. Tax

    ✅How to succeed at the new job

    ✅Much more!

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    33 分
  • He Turned Down Partner Track To Build His Own 7 Figure Firm
    2025/11/19

    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 other way around.

    Additionally, Yuri and Steven discuss why most sales happen by email (not social), and how he 4×’d a conference in a year without losing his mind (or his margins). They get honest about switching from audit to tax, when entrepreneurship is a bad idea, building teams and setting expectations at work and at home so you can actually enjoy the wins.


    Episode Highlights:

    0:00 - Intro

    0:35 - Meet Steven Jarvis

    1:32 - Steven’s career journey, how we started

    5:42 - Moving from audit to tax

    13:57 - “If you want a dramatic shift…”

    17:09 - Turning down the partnership (and what happened)

    20:50 - What happened

    27:15 - Steven’s take on social media, LinkedIn

    31:11 - Tips for running and creating events

    41:45 - Steven’s firm now

    44:47 - Offshoring and AI

    49:38 - “Why should someone become an accountant?”

    51:19 - Work life balance

    54:50 - Episode wrap-up

    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 STEVEN JARVIS

    LinkedIn: https://www.linkedin.com/in/stevenajarvis/

    Website: https://retirementtaxservices.com/memberships/

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    56 分
  • Building Modern Accounting Firm with Offshoring
    2025/11/12

    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 more into this process in this episode, why it’s not as scary as it sounds, as well as their thoughts on offshoring and how it can offer firms a way to grow in a way that doesn’t grind it’s employees to dust.

    Additionally we do a little post-game on our recent rap battle and the internet of it all: “haters”, posting, positioning and the playbook for those of you in the accounting industry.


    Episode Highlights:

    0:00 - Intro

    0:35 - Episode beginning

    3:46 - Meet Connor and Caleb

    8:09 - Being yourself on LinkedIn and in your content

    12:38 - “What’s most difficult about selling to accountants?”

    17:25 - What objections Connor and Caleb are seeing

    20:18 - Challenges to finding offshore talent

    26:37 - Rap battles and DINK posting

    32:47 - The key to social media

    51:35 - Re-positioning, focusing on the youth

    57:06 - What does accounting look like in the future?

    1:02:15 - Episode wrap-up

    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 CONNOR BLAND

    LinkedIn: https://www.linkedin.com/in/connerbland/

    Website: https://www.cloudaccountantstaffing.com/

    CONNECT WITH CALEB JOHNSON

    LinkedIn: https://www.linkedin.com/in/calebjohnsonofindianapolis/

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    1 時間 4 分
  • Pipeline, Billable Hours, and Toxic Culture with Mario Castro
    2025/10/29

    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 Mario’s journey to accounting and how his career has evolved from those beginnings.


    Episode Highlights:

    0:00 - Teaser

    0:55 - Meet Mario

    3:12 - The difficulty of the ‘first venture’

    6:58 - What made Mario go out on his own

    12:01 - Offshoring

    18:24 - How do we fix hollowed-out pipelines?

    27:45 - Mario’s take on billable hours

    33:53 - Work stress and the grind starting out

    40:12 - The realities of moving to tax (and your own firm)

    41:24 - Mario’s take on private equity

    50:52 - Why forward-thinking boutiques can win

    51:30 - Closing thoughts and wrap-up

    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 MARIO CASTRO

    LinkedIn: https://www.linkedin.com/in/marioacastro/

    Website: https://castrocpas.com/

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    52 分