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/

Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich sits down with Mando Sallavanti—financial advisor, business owner, and LinkedIn powerhouse with over 30,000 followers—to break down the strategies behind building a powerful personal brand.

In today’s digital world, your online presence is your business card. Whether you’re looking to attract leads, establish industry authority, or turn engagement into real revenue, Yuri and Mando share their proven tactics for growing influence, managing time, and making an impact—without burning out.

If you're ready to level up your LinkedIn game, CPA, accountant or not – this episode is a must-listen!

Episode Highlights:

0:00 - Introduction

1:28 - Intro to Mando

3:29 - Mando’s LinkedIn journey and approach

6:46 - “Did you ever feel like it was not working?”

11:03 - The REAL value of LinkedIn

14:12 - Managing time and engagement

18:46 - When did you start saying “no”?

21:54 - Weeding out a “bad fit” client?

24:58 - “Where do you see yourself in the future?”

27:30 - Mando’s advice to newcomers

31:02 - Chasing passion

32:55 - Podcast + book recommendations

34:21 - 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 MANDO SALLAVANTI

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

Welcome back to The Fun CPA Podcast! Host Yuri Kapilovich is joined by a special guest, Henry Huie.

With over a decade of CPA experience at renowned firms like Deloitte and Citrin Cooperman, Henry made the bold decision to leave the security of a steady paycheck to start his own firm. This shift is becoming increasingly common, particularly in the tax and accounting industries, as professionals seek greater autonomy and fulfillment.

In this episode, Yuri and Henry dive into his inspiring journey—from his pivotal "a-ha" moment to the work he put in building and designing a firm tailored to his vision.

Whether you're considering starting your own practice or curious about the entrepreneurial side of accounting, this conversation is packed with valuable insights and advice.

Episode Highlights:
0:00 - Introduction
0:55 - Episode beginning
1:51 - Some more about Henry Huie
3:53 - Sharing on LinkedIn
4:49 - Why Henry chose audit
7:03 - Being a firm owner
8:51 - Having an audit background
10:47 - Henry’s ‘pivotal moment’
14:37 - “How do you structure your days?”
19:36 - Henry’s business-building mentality
24:20 - Henry’s process and his tax software

30:22 - Digging into pricing + packages
40:53 - Henry’s advice to first-timers
46:13 - 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 HENRY HUIE

LinkedIn: https://www.linkedin.com/in/henryhuie/
Website: https://www.chromecpa.com/

In this week’s episode, host Yuri Kapilovich sits down with Ryan Lazanis, founder of Future Firm and a CPA himself. Together they discuss Ryan’s journey from CPA, to owner, to innovator – from this beginnings in a corporate office and the negative experiences that pushed him to entrepreneurship – to his struggles and successes as with pricing, creating packages, client work and much more!

Episode Highlights:
0:00 - Introduction
0:35 - Episode beginning
1:14 - Intro to Ryan Lazanis
3:44 - Ryan’s public accounting experience
5:24 - What made Ryan want to leave
7:22 - Tax differences, US and Canada
8:43 - How Future Firm helps soloprenuers
10:21 - Starting Zen Accounting, problems Ryan ran into
14:14 - Getting pricing right, different packages
15:40 - Limiting client work and managing expectations
18:54 - Advice for your first hire
22:04 - Examining Yuri’s firm
25:04 - Starting a venture firm
26:24 - What Ryan learned and the marketing side
30:37 - Ryan’s partnership w/ Ignition
33:45 - Quantifying your “ideal end-state”
36:23 - 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 RYAN LAZANIS

LinkedIn: https://www.linkedin.com/in/ryanlazanis/
Website: https://futurefirm.co/about/

In this episode we dive in to the ins and outs of TaxDome. The features, components and use cases for one of the best practice management software out there.


Here are the all stars featured in this podcast:

Kelly Rohrs: Owner of K. Rohrs CPA , P.C. based out of Long Island. Kelly is a user of Tax Dome for over a year and shares her experience with the features she loves most.

Ilya Radzinsky: CPO of TaxDome. Ilya shares his insights as the co-founder of TaxDome and highlights some functional use cases, features and his take on the software.

I am currently in the tax trial phase of TaxDome and have been loving it so this episode truly brought me a ton of value.

You can get more information about TaxDome at www.taxdome.com


Give us a like and subscribe to the show if you love what you hear.

From sourcing the highest quality steak to providing a one of a kind party experience at the comfort of your home, Joey & Pete will bring it all with PorterHouse Party.


An idea born out of backyard cookouts turned into a one of the most popular at-home steak party. Tune in and listen to the story of two NY City workers who turned weekend hangouts into cooking up the highest quality steak for The Real Housewives of NJ, NY Giants, and much more.


You will not regret booking them for your next party!

PorterHouse Party:

IG: @porterhouseparty

Website: https://www.porterhousepartyny.com