In this episode of The Fun CPA Podcast, Yuri sits down with Isaac Perdomo, CEO and founder of Opzer, to talk about automation, AI, and where accounting firms should actually start.

Isaac shares why firms do not need to overhaul everything at once, and why the best place to begin is usually with the painful, repetitive work they are already doing every day. From client reminders to workflow tracking to simple AI-powered daily prep, the conversation focuses on practical ways firm owners can save time without making things more complicated.

They also talk about the challenge of getting teams to adopt new tools, how to test automations safely, and why small improvements can make a real difference during tax season. It’s a practical conversation for firm owners who know they need better systems but are not sure where to begin.

Episode Highlights:

0:00 - Intro

0:46 - Meet Isaac Perdomo

1:44 - How Isaac got into accounting automation

3:08 - Where firms should start with automation

4:44 - Why accountants tolerate broken processes

6:32 - Tax season pain points and client intake

8:59 - Using automation to improve follow-up and workflow

11:23 - How to test automations without breaking things

12:30 - Why DIY automation can feel overwhelming

15:18 - Choosing what is worth automating

16:15 - Simple AI use cases for email and daily planning

18:28 - Setting up Claude tasks and meeting prep

24:26 - Isaac’s process for finding automation opportunities

27:04 - Conferences, relationships, and accounting communities

31:14 - Content, YouTube, and sharing what he is learning

32:44 - Where to find Isaac and Opzer

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 ISAAC PERDOMO

LinkedIn: https://www.linkedin.com/in/isaac-perdomo/

Website: https://opzer.co/

Credit card points can feel like a complicated game, but for business owners with regular expenses, there can be real upside if the math makes sense.

Yuri sits down with Nadia Groen, founder of Points Advisors, to break down how business owners can turn everyday spending into flights, hotel stays, and better travel experiences. They talk through Yuri’s actual credit card setup, how to think about fees versus rewards, why sticking to one points ecosystem can make life easier, and when it may or may not make sense to put taxes, contractors, or payroll on a card.

They also get into travel flexibility, booking strategy, premium card perks, and why points are only valuable if you actually know how to use them.

Episode Highlights:

0:00 - Introduction

1:13 - Meet Nadia Groen of Points Advisors

2:24 - Why most people leave points on the table

3:15 - How Nadia got into the points game

5:30 - Flexibility, flights, and getting better redemptions

8:04 - Yuri’s business credit card case study

13:37 - Choosing the right card ecosystem

18:12 - Should you pay a mortgage, taxes, or contractors with a card?

23:35 - How far ahead to plan travel with points

26:08 - Capital One, Chase, AmEx, and premium card tradeoffs

30:34 - Why families may want to stay in one points ecosystem

34:54 - Using points for lay-flat seats and better travel

37:16 - Hotel points, Hyatt, Marriott, and redemption strategies

40:18 - Are credit card points taxable?

41:11 - How to connect with Nadia

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 NADIA GROEN

LinkedIn: https://www.linkedin.com/in/nadia-volkova/

Website: https://www.points-advisors.com

Most people do not put “accounting” and “creative” in the same sentence. Drew Carrick has built a career doing exactly that.

Yuri sits down with Drew Carrick, also known as The Rapping CPA, to talk about how a public accounting career turned into rap videos, conference hosting, content strategy, and a bigger conversation about where the accounting profession is headed.

They get into Drew’s path from audit to entertainment, the story behind the Public Accounting Anthem, why originality matters, and how creative skills can become a real advantage in a profession that is being reshaped by AI. The big theme: as technology becomes table stakes, client experience, human connection, and personality are going to matter more than ever.

Episode Highlights:

0:00 - Introduction

1:12 - Yuri introduces Drew Carrick, The Rapping CPA

5:20 - Drew’s early influences and how rap entered the picture

11:03 - Writing original accounting music instead of only doing parodies

18:32 - Blending accounting, creativity, and personal brand

25:56 - Why Drew is leaning into strategy and experience

27:48 - How AI makes client experience more important for CPA firms

36:37 - What actually makes events memorable

44:17 - How Drew and Scotty created “Accounting Buddies”

50:09 - Where to find Drew online

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 DREW CARRICK

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

YouTube: https://www.youtube.com/c/TheRappingCPA