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 businesses to thrive in today’s digital economy.

Additionally, Jason has a considerable online following and is a known authority on both accounting and A.I. He sits down with Yuri to discuss where A.I. and accounting are headed, the challenges and triumphs he had while running his accounting business – and what it has taken him to become such a successful online brand.

Episode Highlights:
0:00 - Teaser
1:26 - Intro to Jason Staats
2:33 - Biggest challenge w/ accounting and A.I.
4:53 - Lack of incentive
8:26 - Jason’s experience buying an 80-year old firm
13:10 - Jason’s partnership experience
14:23 - Managing the broader organization
16:14 - Structuring the buyout
20:33 - How long did it take to see growth?
22:09 - From firm owner to content creator
24:56 - “You gotta do it for yourself”
28:26 - Jason’s breakthrough moment
30:05 - “There is so much value in simply being visible”
34:54 - “The bar is so low on LinkedIn”
36:43 - The best gift Jason was ever given
38:34 - “What even is flopping?”
39:39 - What tech should solo accountants use?
46:27 - Freedom of time
49:55 - 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 JASON STAATS
LinkedIn: https://www.linkedin.com/in/jstaats/
Website: https://www.jasononfirms.com/

Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by Rory Henry!

Rory is a Certified Financial Planner™ and a Behavioral Financial Advisor (BFA™), is a director at Arrowroot Family Office and co-founder of AFO Wealth Management Forward.

Originator of the Advis-ROR®, methodology (Return on Relationship). Rory has been in the tax and financial advisory profession for nearly two decades. He has created a unique program to help accounting professionals incorporate holistic wealth management and proactive planning services into their practices.

He is the author of the forthcoming book "Holistic Guide to Wealth Management," a comprehensive resource with contributions from over 24+ thought leaders in accounting, wealth management, and behavioral finance. He hosts the AFO Wealth Management Forward podcast, and has been published in numerous financial and accounting media outlets, including Accounting Today, CPA Trendlines, Intuit Tax Pro Connect, and Financial Advisor Magazine,
among others.

In this week’s episode, Yuri and Rory explore Rory’s unique positioning as a family office director. Rory isn’t your average family office operator, however – and he details what he does and how what he’s doing will soon be the future for small to medium-sized businesses.

Episode Highlights:

0:00 - Introduction
1:08 - Episode beginning and intro to Rory
3:42 - What a family office is
8:23 - “You are the financial first responder”
9:41 - Behavioral finance and making decisions
13:42 - Focusing on your “future state”
15:14 - Rory’s “values exercise”
21:33 - “The 4 R’s”
23:58 - Private equity and accounting
28:29 - “Every client is different”, AI and customer service
29:57 - Why accountants are positioned well now
33:09 - 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 RORY HENRY
LinkedIn: https://www.linkedin.com/in/roryshenry/
Website: https://advisror.com/

Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by Amber Setter!

Amber is a CPA (inactive), Professional Certified Coach and is the Chief Enlightenment Officer and Executive Leadership Coach at Conscious Public Accountants. Amber's clients are often high-achieving professionals seeking deeper education and transformation. From ways to cope with burnout, career transition and much more – Amber is crucial to the development and emotion and mental well-being of numerous high-performers.

Amber sits down with Yuri to discuss the industry at large – and the issues she has experienced first-hand and seen in her client sessions. They also examine what it would take to retain more people in accounting, what could garner more interest and what can be improved – from company cultures and “old mentalities” to compensation and time-requirements.

Episode Highlights:
0:00 - Introduction
1:08 - Intro to guest Amber Setter
4:42 - How Amber helps her clients
8:18 - “Being a human”
10:58 - Dissecting Yuri’s partner problem
19:15 - The role of a coach
24:12 - “People have a hard time removing their anxieties”
25:57 - Replaying old habits
27:57 - Some of the main issues plaguing the profession
37:25 - The “old school” mentalities
39:04 - Getting more interest in the profession
45:41 - 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 AMBER SETTER
LinkedIn: https://www.linkedin.com/in/ambersetter/
Website: https://conscious.cpa/