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+)

Sponsor
MakersHub - https://earmarkcpe.promo/makershub

• (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

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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/

Erica Goode, CPA, reveals how she built a thriving $200K accounting firm working just 15 hours a week. Discover the power of niching, efficient processes, and work-life balance in this candid discussion. Erica will share her journey from corporate burnout to entrepreneurial success, offering practical insights on pricing strategies, time management, and building authority in your niche. Whether you're considering starting your own firm or optimizing your existing practice, this webinar will inspire and equip you to reimagine what's possible in your accounting career.

(Originally recorded on October 16, 2024, on Earmark Webinars+)

Sponsor
ShareFile - https://earmarkcpe.promo/sharefile

• (02:39) - Welcome Erica to the Show
• (04:55) - Transition from Corporate to Entrepreneurship
• (06:28) - Life in Idaho and Outdoor Activities
• (08:06) - Burnout and Decision to Leave Corporate
• (11:12) - Starting the Accounting Firm
• (19:20) - Client Growth and Service Tiers
• (30:23) - Systematizing CFO Services
• (32:37) - Client Report Preparation and Meetings
• (33:25) - Listener Question: Monthly Meeting Agenda
• (35:03) - Forecasting and Cash Flow Discussions
• (37:46) - The Value of Monthly Meetings
• (38:55) - Balancing Work and Client Relationships
• (39:51) - Handling Client Taxes and Referrals
• (41:27) - Marketing and Client Acquisition
• (44:34) - Podcasting and Providing Free Advice
• (48:39) - Scaling a Solo Practice
• (50:34) - Balancing Work and Personal Life
• (59:41) - Final Thoughts and Resources

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Connect with Our Guest, Erica Goode

LinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

Join Ryan Spohn, CFO of Sikich, and host Blake Oliver to explore how modern CPA firms are revolutionizing the industry by abandoning the traditional partnership model. Discover innovative strategies for attracting and retaining top talent, including Sikich's alternative practice structure and novel performance metrics. Learn how firms shift from "total hours worked" to holistic evaluations of effectiveness, client satisfaction, and quality. We'll also discuss service diversification, internal mobility, and technology investments. Plus, get insights on Sikich's recent $250M Bain Capital investment. Don't miss this opportunity to understand the future of accounting firms!

(Originally recorded on September 26, 2024, on Earmark Webinars+)

Sponsor
ShareFile - https://earmarkcpe.promo/sharefile

• (00:39) - Meet Ryan Spohn, CFO of Sikich
• (01:46) - Sikich's Alternative Practice Structure
• (02:58) - Private Equity Investment from Bain Capital
• (03:57) - Strategies for Attracting and Retaining Top Talent
• (08:46) - Employee Wellness and Work-Life Integration
• (11:18) - Innovative Billing and Client Engagement
• (21:20) - Modernizing ERP and Technology Stack
• (27:08) - Ryan Non-Traditional Background
• (29:28) - The Importance of Understanding the Work
• (30:39) - Expertise and Team Composition
• (31:02) - Transition to Public Accounting
• (32:34) - Equity and Compensation Challenges
• (34:00) - Innovative Equity Solutions at Sikich
• (37:17) - Reinvesting in the Firm
• (46:07) - Internal Mobility at Sikich
• (48:40) - The Future of Accounting with AI
• (54:41) - Conclusion and Final Thoughts

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Connect with Our Guest, Ryan Spohn

LinkedIn: https://www.linkedin.com/in/ryan-spohn-9b21431/

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/