Earmark Podcast | Earn Free Accounting CPE

Work Less, Earn More: Transforming Accounting into a Rewarding Career

Dec 14, 2024

Yuri Kapilovich, dubbed 'The Fun CPA,' has mastered the art of enjoying accounting while working just 10-15 hours weekly outside tax season. He shares how to strike a work-life balance and emphasizes the importance of setting the right fees and client selection. Yuri discusses building a brand that focuses on fun and relationships, transforming a demanding profession into a rewarding career. With insights on optimizing workflows and enhancing client interactions, he provides actionable tips to redefine success in accounting.

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ADVICE

Bridge the Gap with Contracting

Secure a contracting role before starting your firm to cover expenses.
Use the remaining time to build your practice and take on ideal clients.

ANECDOTE

The Accidental Brand

The "Fun CPA" brand started as a random hashtag Yuri used on social media posts.
It became a differentiator, sparking curiosity and conversations at networking events.

INSIGHT

Unintentional Lifestyle

Yuri didn't intentionally build a lifestyle firm; it evolved from his desire for freedom.
He was driven by the frustration of seeing colleagues sacrifice their personal lives for tax season.

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Join Blake Oliver as he interviews Yuri Kapilovich, a CPA who's cracked the code on balancing work and life in accounting. Discover how Yuri maintains a thriving practice while working just 10-15 hours per week outside tax season and a maximum of 40 hours during crunch time. Learn actionable strategies for setting the right fees, optimizing workflows, and prioritizing fun and family without sacrificing success. Yuri will share his insights on transforming accounting from a grueling profession into an enjoyable and rewarding career. This webinar will equip you with practical tools to revolutionize your work-life balance and rediscover the joy in accounting. Don’t miss this opportunity to make your career more fulfilling and efficient!

(Originally recorded on December 4, 2024, on Earmark Webinars+)

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Chapters

(00:00) - Planning Babies Around Tax Season
(01:11) - Introducing Yuri Kapilovich, The Fun CPA
(03:07) - Yuri's Journey Through Multiple Firms
(03:32) - The Reality of Billable Hours
(09:27) - Leaving Public Accounting to Start a Firm
(12:12) - Overcoming Fear and Building a Practice
(17:20) - The Fun CPA Brand and Networking
(24:50) - Selecting the Right Clients for a Lifestyle Firm
(32:27) - Realistic Client Time Management
(33:28) - Building a High-Value Client Base
(34:22) - Setting and Communicating Fees
(35:23) - The Value of Selective Clientele
(40:28) - Quarterly and Monthly Packages
(43:27) - Solo Practice vs. Building a Team
(47:19) - Financial Transparency and Career Choices
(52:11) - The True Cost of High Salaries
(59:31) - Navigating the Accounting Profession
(01:02:19) - Final Thoughts and Resources

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Connect with Our Guest, Yuri Kapilovich
LinkedIn: https://www.linkedin.com/in/ykapilovich/

Learn more about The Fun CPA
https://www.thefuncpa.co/

Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/