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 t...

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-city growth are reshaping opportunities. Marcus also shares the story b...

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 cover so much about the journey ✅How to value an accounting firm? ✅What it takes to buy a firm? ✅Wh...

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 trouble ✅Social media and the IRS ✅much much more

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 valuable episode and a big thank you to Erica for joining us today CONNE...

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 staff, seniors, and emerging partners can build meaningful careers without losing the...

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 her peers and in her own experience working hands-on with firms. She also shares her own burnout ...

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 world and how consistently it will try to bleed into your personal and family life....

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 how that has informed his current business and outlook on communication. Daniel shares the basi...

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 more. They also cover some of what’s changing and staying the same with the bill and what you (the...

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 employer and get paid what they’re worth. Dominic joins Yuri to share what drove him to create such...

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 professionals – can do to not only entice more to join, but also make sure that those that do are happy w...

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 highest highs, Scotty realized that all the fame and glory meant nothing if he wasn’t spe...

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 years old. Under his leadership, the firm expanded from a small team to over 70 employees, earni...

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 entries, and financial reporting easier than ever for founders, owners, executives and accountan...

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. Additionally, Reza coaches others like him on how they can grow their own firm – everything f...

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 services – more specifically in this episode – the interplay between accounting firms ...

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 successful business, she also details what pushed her to go out and get her very own shingle. Much like ...

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 experience in toxic, corporate environments inspired him to build his own ideal firm with a...

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 informed his considerable insight into the accounting industry and what it takes for these busine...