Episodi

  • Practical Ways To Implement AI Today
    Jul 1 2026

    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/

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    34 min
  • She Demystifies Credit Card Points
    Jun 24 2026

    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

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    42 min
  • When The Creative And The Accountant Mix - The Rapping CPA
    Jun 17 2026

    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

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    52 min
  • The Pricing Conversation All Accountants Need to Hear
    Jun 10 2026

    Pricing is one of the hardest conversations in the accounting profession, but the problem usually starts before the client ever pushes back.

    Yuri sits down with Carlos Garcia, co-founder of Reframe, to talk about value, confidence, communication, and why so many accountants underprice themselves even when they know they are delivering real results.

    They get into the mindset behind pricing, how to handle fee increase conversations, why niche positioning makes selling easier, and what firm owners need to understand about clients who see accounting as a cost versus an investment.

    Carlos also shares the story behind Reframe, his work helping accountants communicate with more confidence, and why community matters so much for firm owners building something on their own.

    Episode Highlights:

    0:00 - Intro

    0:54 - Meet Carlos Garcia

    5:01 - The accounting profession’s pricing problem

    7:13 - Why accountants undercharge

    9:31 - How to communicate value to clients

    13:00 - Competing on price vs. positioning

    18:21 - Why niching down does not shut every other door

    21:39 - Raising fees with existing clients

    29:20 - A mock fee increase conversation

    38:48 - Simple tax returns, minimum fees, and client fit

    46:20 - What Reframe is building for accountants

    54:14 - Carlos’ book and learning how to fail forward

    57:39 - Where to connect with Carlos

    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 CARLOS GARCIA

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

    Website: https://reframeaccounting.com/

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    59 min
  • The Real Challenges Of Running a $4.5M Firm
    Jun 3 2026

    Scaling a CPA firm sounds exciting until you hit the messy middle.

    Yuri sits down with Anomaly CPA owners John Malone and Greg O’Brien to talk about what it actually takes to grow from a solo firm into a 40-person, multi-million-dollar operation.

    They get into the early decisions that shaped Anomaly, why Greg moved away from the traditional hourly model, how John’s non-accounting background became an advantage, and why the $1M to $2M range can be one of the hardest stages for firm owners.

    They also break down hiring ahead of growth, building a marketing engine, qualifying leads, pricing with recurring packages, using AI inside the firm, and why owners eventually have to stop being the hero if they want the team to scale.

    If you’re building a firm and trying to decide whether to stay lean or push for something bigger, this conversation gives a real look at the tradeoffs.

    Episode Highlights:

    0:00 - Why owners become the bottleneck
    0:46 - Meet John Malone and Greg O’Brien of Anomaly CPA
    3:46 - Starting the firm and moving away from the traditional model
    6:01 - Taking on early work without building the wrong firm
    8:42 - How John and Greg partnered up
    12:10 - Why a non-accountant perspective helped the firm scale
    14:18 - Growing to 40 people and $4M+ in revenue
    17:17 - The “awkward teenage stage” between $1M and $2M
    22:18 - Hiring ahead of growth and protecting payroll
    27:17 - Building a digital marketing engine
    32:56 - Qualifying leads and filtering out bad-fit prospects
    36:26 - Why Anomaly uses monthly packages
    39:23 - How the team is implementing AI
    40:56 - Tech stack, ClickUp, Drake, and change management
    51:08 - What’s next for Anomaly CPA

    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 GREG O’BRIEN

    LinkedIn: https://www.linkedin.com/in/greg-o-brien-cpa-88a3472b/

    Website: https://www.anomalycpa.com/team

    CONNECT WITH JOHN MALONE

    LinkedIn: https://www.linkedin.com/in/john-malone-019ba827/

    Website: https://www.anomalycpa.com/team

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    54 min
  • Here Is How He Runs His $150K Solo Firm
    May 28 2026

    Yuri sits down with Mike Mazzanna to talk about the real path from big firm tax work to launching a solo CPA firm.

    Mike shares the 109-hour billable week that pushed him toward firm ownership, why flexibility mattered more than simply working fewer hours, and how he built his practice with contracting revenue, LinkedIn relationships, and a clear focus on systems.

    They also get into tax software decisions, ProConnect vs. Access, TaxDome workflows, client onboarding pain points, pricing goals, and why connecting with other accountants can be one of the best ways to grow a firm.

    Episode Highlights:

    0:00 - Introduction
    0:56 - Mike Mazzanna joins the show
    2:00 - Mike’s background and path into accounting
    4:32 - Moving from internal audit into tax
    6:25 - The 3 a.m. California return meeting
    8:16 - Why Mike wanted to start his own firm
    11:45 - Launching with a plan and avoiding bad clients
    14:38 - The LinkedIn post that brought early momentum
    18:17 - Moving from Drake to ProConnect
    20:47 - Why Mike started looking at Access
    25:50 - How to think about tax software decisions
    29:10 - Mike’s first full tax season as a solo firm owner
    31:33 - Practice management, TaxDome, and billing
    35:45 - Building workflows before automations
    37:07 - AI tools, Juno, and tax season pain points
    44:00 - Revenue goals and client retention
    45:51 - The value of accounting communities
    50:50 - Where to find Mike

    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 Mike Mazzanna

    LinkedIn: https://www.linkedin.com/in/mike-mazzanna-cpa/

    Website: https://www.mazzcpa.com/

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    53 min
  • The Tax Research Tool You Need To Hear About
    May 20 2026

    AI isn’t coming for tax. It’s already changing how tax professionals research, review, and deliver advice.

    Yuri sits down with Benjamin Alarie, tax law professor at the University of Toronto and founder of Blue J, to talk about the future of tax research, why AI became an existential question for him, and what it took to build a tax technology company long before AI became the thing everyone was talking about.

    They get into the differences between U.S. and Canadian tax systems, the reality of building a startup from academia, how Blue J raised a $122 million Series D, why culture matters so much in a growing tech company, and how small firms can use AI as a second set of eyes on tax work, advisory opportunities, and client questions.

    This is a nerdy tax conversation in the best possible way.

    Episode Highlights:

    0:00 - Intro
    1:04 - Meet Benjamin Alarie
    3:12 - How Ben got into tax law
    6:18 - U.S. vs. Canadian tax systems
    11:49 - Why Ben started Blue J
    19:39 - Leaving academia to build a tech company
    29:15 - Raising capital and scaling Blue J
    32:26 - Building culture in a growing company
    43:02 - How Blue J is changing tax research
    53:03 - How small firms can use AI in tax work
    56:25 - Security, planning, and what’s next for Blue J
    1:00:45 - Where to find Ben and Blue J

    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 BENJAMIN ALARIE

    LinkedIn: https://www.linkedin.com/in/aitaxman/?originalSubdomain=ca

    Website: https://www.bluej.com/

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    1 ora e 3 min
  • Productivity and Time Tracking With Rize
    May 6 2026

    This week on The Fun CPA Podcast, Yuri talks with Macgill Davis, co-founder and CEO of Rize, an AI-powered time tracking tool for accounting firms and professional service businesses.

    They talk about why time tracking sucks, how AI can remove manual timesheets, and how firm owners can use better time data to understand client profitability, pricing, interruptions, and focus.

    Macgill also shares the story of shutting down a previous VC-backed startup, what that taught him about niching down, and how Rize eventually became a “Whoop for your work.”

    Episode Highlights:


    0:00 - Episode open

    1:01 - Meet Macgill Davis, CEO and co-founder of Rize

    2:01 - How Rize uses AI to automate time tracking

    3:02 - Yuri’s experience using Rize to understand his workweek

    7:37 - How Macgill got into the time tracking space

    10:00 - Shutting down a VC-backed startup and starting over

    12:30 - The biggest lesson: stop building for everyone

    14:38 - Testing demand before building the product

    16:41 - Who Rize is really built for today

    19:02 - Why client-level time data matters for firm profitability

    20:30 - How Rize tracks client work without screenshots

    23:15 - Tracking task switching, interruptions, and focus

    27:11 - Moving from the U.S. to Portugal

    29:47 - Life in Lisbon and Portugal’s quality of life

    32:41 - Castles, history, and the European lifestyle

    36:03 - Wrapping up and where to find Macgill

    A SPECIAL FROM RIZE

    Discounted rates for the first 3 months with this link: https://rize.io/?via=yuri

    Go check out where your time on the computer is being spent

    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 Macgill

    Website: rize.io

    Email: macgill@rize.io

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    38 min