Shows
The Fun CPA PodcastJesse Rubenfeld & Tom Zehentner - FinOptimalWelcome 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 accountants alike.The fellas join Yuri this week to discuss the future of accounting – more specifically, where automation, AI and ap...2025-04-2947 min
The Fun CPA PodcastReza Hooda - Building a £1,000,000 FirmThis 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 from pricing, generating leads, closing deals and much more. You can check him...2025-04-1537 min
Wenbin Fang's Podcast PlaylistWork Less, Earn More: Transforming Accounting into a Rewarding Career (from the Earmark Podcast) Podcast: The Accounting Podcast (LS 49 · TOP 0.5% what is this?)Episode: Work Less, Earn More: Transforming Accounting into a Rewarding Career (from the Earmark Podcast)Pub date: 2025-04-10Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationEarmark Media Presents a bonus episode of Earmark Podcast: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 max...2025-04-101h 02
The Accounting PodcastWork Less, Earn More: Transforming Accounting into a Rewarding Career (from the Earmark Podcast)Earmark Media Presents a bonus episode of Earmark Podcast: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...2025-04-101h 02
The Fun CPA PodcastAllan Koltin - Private Equity in AccountingWelcome 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 and private equity. From his early days as the youngest partner at his firm to being ranked among Accounting Today's Top 100...2025-04-0656 min
The Fun CPA PodcastNikole Mackenzie - Momentum is EverythingWelcome 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 other accounting origin stories – it isn’tpr...2025-04-0244 min
The Fun CPA PodcastRandy Crabtree - The Human Side of AccountingWelcome 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 focus on an employee-first culture. Randy’s career has yielded many insights both big and sma...2025-03-181h 15
The Unique CPABringing Community and Fun to AccountingRandy continues his focus on community in accounting with Yuri Kapilovich on Episode 203 of The Unique CPA. Also known as #TheFunCPA, Yuri shares his mission to redefine accounting, making it more dynamic and engaging through his social media content, networking events, and YouTube series. Discussing his journey of building a full-service accounting firm with a focus on work-life balance, Yuri explains how he maintains a limited work schedule while providing high-value services to his clients. Yuri’s continuing efforts to create unique and enjoyable networking events are just one of the many ways that he contributes to the accounting co...2025-03-1832 min
The Fun CPA PodcastJason Staats - Accounting & AIWelcome 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, Jaso...2025-03-1051 min
The Fun CPA PodcastRory Henry, CFP, BFA - Return on RelationshipsWelcome 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 fo...2025-03-0534 min
The Fun CPA PodcastAmber Setter, PCC - Prioritizing mental health and happinessWelcome 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 expe...2025-02-2347 min
The Fun CPA PodcastMando Sallavanti, CFP - Building a Personal BrandWelcome 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...2025-02-0534 min
Transforming: Tales of Business EvolutionTfP 006. Starting your own firm and growing the right client base Starting your own firm can be tough, but finding the right clients makes all the difference. In this episode, Yuri Kapilovich, CPA, a managing partner of Kapilovich & Associates shares his ideas about the importance of choosing quality clients and building strong relationships, rather than just focusing on quantity, He also discusses how to balance work, family and personal goals. If you’re thinking about starting your own firm, this episode has helpful tips to guide you. For more information on starting your own firm, explore the Starting Your CPA Practice - Planning Checklist. To...2025-01-3046 minTransforming: Tales of Business EvolutionTfP 006. Starting your own firm and growing the right client base Starting your own firm can be tough, but finding the right clients makes all the difference. In this episode, Yuri Kapilovich, CPA, a managing partner of Kapilovich & Associates shares his ideas about the importance of choosing quality clients and building strong relationships, rather than just focusing on quantity, He also discusses how to balance work, family and personal goals. If you’re thinking about starting your own firm, this episode has helpful tips to guide you. For more information on starting your own firm, explore the Starting Your CPA Practice - Planning Checklist. To...2025-01-3046 min
The Fun CPA PodcastHenry Huie - Making the leapWelcome 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 des...2025-01-2847 min
The Fun CPA PodcastRyan Lazanis - The Future of AccountingIn 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 - Introduction0:35 - Episode beginning1:14 - Intro to Ryan Lazanis3:44 - Ryan’s public accounting experience5:24 - What made Ryan want to leave7:22 - Tax differ...2025-01-1437 min
AFO|Wealth Management Forward“The Fun CPA” Yuri KapilovichIn this episode, Rory speaks with Yuri Kapilovich, better known as “The Fun CPA,” about how he’s transforming the accounting profession by rejecting the traditional burnout culture and embracing work-life synchronicity. Discover how Yuri built a thriving practice that allows him to work fewer than 40 hours a week during busy seasons while staying highly responsive to his clients. Learn how his strategic approach to client selection and his focus on efficiency have helped him maintain a manageable workload and attract ideal clients. Yuri shares the power of personal branding, detailing how his engaging social media presence of over 10,000 Linked...2024-12-2022 min
Earmark Podcast | Earn Free Accounting CPEWork Less, Earn More: Transforming Accounting into a Rewarding CareerJoin 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...2024-12-141h 04
Accounting Conversations29 Pizza Parties Don’t Cut It: Real Solutions for the Accounting Profession featuring THE FUN CPAIn this conversation, Chayton Farlee and Kaden Cook interview Yuri Kapilovich, also known as The Fun CPA. They discuss the importance of networking on LinkedIn, the value of meaningful relationships, and the need for authenticity on social media. They also talk about the journey from staff to firm owner, the significance of gaining diverse experiences, and the importance of managing workload and expectations. They touch on the challenges in public accounting, such as the pipeline issue and the need for firms to prioritize their staff. Overall, the conversation emphasizes the importance of continuous learning, communication, and creating a positive...2024-09-1159 min
Accounting High214 Grow and Scale Your Tax Practice OR Have More Freedom and Fun? (feat. Yuri Kapilovich, CPA)Episode 214
FACULTY: Yuri Kapilovich, CPA
CLASS: #Shoperations
In this episode of Accounting High, Scott interviews Yuri Kapilovich, the 'Fun CPA,' to discuss his non-traditional approach to running a CPA practice. They explore Yuri's career journey from numerous CPA firms to his own practice, emphasizing his pursuit of individual tax over corporate tax and his strategy for maintaining a balanced and enjoyable work life. Scott and Yuri discuss the challenges of scaling his firm while preserving his lifestyle, and the unique value he offers to clients and potential hires.
📣 Shout Out: EY
Chapters:
0:00 Teaser
02:54 Yuri's Journey to Becoming a CPA
07:30 Cha...2024-06-3050 min
From Zero to Millions: Accounting EditionThe Fun CPA, with Yuri KapilovichYuri Kapilovich is here today! Yuri's impressive presence on LinkedIn has made him a notable figure in the industry. During our conversation, Yuri delves into the challenges many of us face and offers invaluable advice for navigating these hurdles. We explore the stark differences between working at big firms versus small firms. We provide insights that are crucial for any accountant considering their career path.Yuri shares his thoughts on how to entice Gen Z to enter the accounting world, shedding light on the evolving landscape of the profession. His path to independence is particularly inspiring, as...2024-06-1932 min
The Big 4 Transparency PodcastBeing the Fun CPA with Yuri KapilovichIn Episode 15 of the Big 4 Transparency Podcast, I am joined by Yuri Kapilovich, the fun CPA and managing partner at Kapilovich & Associates LLC. Yuri aims to take on the accounting firm world in his own way, making it an enjoyable experience to work in public accounting. In our discussion, we cover his journey to being a firm owner, comparing modern firms to PE backed firms, the value of firm branding and advice for professionals to make the most of their careers. Follow YuriLinkedIn: https://www.linkedin.com/in/ykapilovich/Get in touch...2024-05-1649 minThe Fun CPA PodcastAn introduction to TaxDome with Ilya Radzinsky & Kelly RohrsIn 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 ca...2023-12-2030 minThe Fun CPA PodcastPorterHouse Party - Top notch steak at your houseFrom 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! Por...2023-09-2638 minThe Fun CPA PodcastPorterHouse Party - Top notch steak at your houseFrom 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!2023-09-2639 min
CPA LifeOne CPA’s Campaign to Make Accounting FunYuri Kapilovich started #thefunCPA movement to change the stale, grueling culture of public accounting. On Episode 21 of CPA Life, he talks to John Randolph about his journey through seven different firms, including time spent in the Big Four, until he finally settled on starting his own firm, with a focus on a better work-life balance. Yuri understands that with the availability of information on the internet, the accounting industry must adapt to retain top talent. He is making it happen through his own firm, and he advocates for other firms to follow a similar path, as today’s generation of...2023-09-1353 min
Tax Strategy DigestYuri Kapilovich - Episode 23 - Tax Strategy DigestIn this week's episode I invited guest Yuri Kapilovich, the owner of Kapilovich & Associates, a New Jersey based CPA firm specializing in providing high-value and personality along with the basic accounting and tax services. He is passionate about disrupting the stereotypical view of the accountant and making accounting a fun and attractive profession. The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in various niches of real estate, financial planning, exit planning, etc.Be sure to like and...2023-09-1138 minThe Fun CPA PodcastKatherine Studley: OnlyFans, Sex Workers and TaxesDid you ever wonder what the tax and business implications of OnlyFans creators are like?Look no further and join me and Katherine Studley (AKA TheOnlyConsultant) on a deep dive of the specific issues that OnlyFans creators and sex workers experience in the tax and accounting world. We also chat about Kat's journey and how she left her W-2 job and found her way to this unique industry.What are the write-offs for spicy creators?How does self-employment tax play into the tax implications of the industry?All that and more r...2023-05-2355 min
Accounting Talent PodcastThe Fun CPA & Personality in Accounting: Yuri KapilovichIt's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 23, "The Fun CPA & Personality in Accounting: Yuri Kapilovich."You can also watch this on youtube here: https://youtu.be/Az4b4L2U9V0Yuri Kapilovich is the owner of Kapilovich & Associates, a New Jersey based CPA firm specializing in providing high-value and personality along with the basic accounting and tax services. He is passionate about disrupting the stereotypical view of the accountant and...2022-12-0632 minThe Fun CPA PodcastWilkinGuttenplan - The 40 year journeyThis one is near and dear to my heart because I got to spend 1.5 years of my career at this firm and now I had the opportunity to sit down and chat with the original founders: Ed Wilkin and Ed Guttenplan. Their slogan of two Eds are better than one holds true to this day.Learn the journey these gentlemen went through from starting the firm in 1983 to growing it to over $20M in revenue with the same core principles they had at the start. After spending about 10 years in the industry, both Eds were fed...2022-10-3139 minThe Fun CPA PodcastRahul Patel - Attorney, entrepreneur, and speakerWe always see the end result and, very rarely, do we know the backstories of how people got to where they are. Rahul is no exception to his, having started his journey with $800 in his bank account living in a motel and chasing his first client to prepay the fees so that he can make payroll to now running the 2nd largest property tax litigation firm in Texas. Rahul is one of the most humble, down to earth people I ever met and he shares his journey and some great advice to young entrepreneurs ou...2022-10-2557 minThe Fun CPA PodcastSpecial Release - The basics of Mortgages by Matthew SchofieldIn addition to the main theme of The Capital Contribution I will be throwing in the audio files from my newly released YouTube series where we chat about the basics of things and things you should have learned in high school.The series feature on YouTube in seasons (S1 - Real estate, S2 - CFP, etc) and the show is called The Capital Contribution Live. On today's episode we got Matthew Schofield, a Mortgage Loan Officer who explains the absolutely BASICS of the mortgage process when purchasing your personal residence. Enjoy the show f...2022-10-171h 11The Fun CPA PodcastScott Jolly - The ups and downs of entrepreneurshipWhat do you do when your business fails? Many people talk about self-employment being the only and there is "no way back" well for Scott Jolly going back to W-2 was a simple necessity and there was nothing wrong with it!Tune in to hear the story of building up a business, have it fail, go to a W-2 position for 6 years and try again with much more success! As an added bonus, learn about the process of acquiring and making money on a mobile home park.You can find Scott Jolly on...2022-09-1947 minThe Fun CPA PodcastManny Torres - From Graphic designer to B2B growth amplifierIn the self-employed journey adjustments are key. Whether a revision of your methodology, whole business line change, or minor tweaks they are important to the overall growth.Manny has experiencing adjustments in his self-employed journey from leaving his W-2 job to be a freelancer to owning a printing franchise, to launching a firm that helps businesses reach their full earning potential.Tune in to this week's episode and you may find Manny Torres on LinkedIn in the following link:https://www.linkedin.com/in/torrescreative/https://growthamplifiers.com/2022-09-0639 minThe Fun CPA PodcastChase Birky - Building an accounting firm in 21st CenturyMost think of the traditional accounting firm as a sole practitioner building up their book of business slowly in their home. Chase Birky of Dark Horse, CPA is reimagining this concept into the 21st century.With a resource based approach, Dark Horse CPA allows the sole practitioner to bring their book of business to a well establish, highly functioning team and take away the admin components so that the focus is honed in on the client.After spending 2 years at Deloitte Chase knew that being an employee was not for him and partnered up in...2022-08-3044 minThe Fun CPA PodcastAdam Posner - Fired by Gary V to Self employedDid you ever wonder what it is like to land your dream job at Vayner Media and shortly thereafter be fired by Gary V?Adam Posner's story is one that features exactly that. From landing his dream job with Gary V to re-evaluating his career path to launching NHP Talent and ThePOZcast and building a tremendous LinkedIn following. Adam shares his journey and we chat about the business end of things as well. What a great story he has so tune in and enjoy!If you want to find Adam follow along a...2022-08-1649 minThe Fun CPA PodcastKimberly W - DPT turned real estate entrepreneurFollowing your passion is something that Kim feel very strongly about.After finishing a Doctor of Physical Therapy degree and working for a short few months, Kim quit her job and went fully into the real estate investment world. This is definitely the winner of the shortest time spent in the working world but the passion for real estate grew and it was time!Fully packed with value and lots of life lessons learned along the way, this episode is a must listen!Follow Kim on IG at kimberlymarie920 2022-08-0845 minThe Fun CPA PodcastMassimo DiDomenico - From bus boy to social media entrepreneurYou ever wonder what it is like to have 200K + followers? Massimo shares his journey and story on getting there.Starting from standing up at his community college desk and say "I am out of here!! Who is coming with me??" to traveling the US and learning first hand what entrepreneurship is. Massimo shares his story of going from being completely broke to bringing in $60K a month back to being broke again and rebuilding. The story is unreal so tune in and give Massimo a follow on IG. 2022-08-021h 03The Fun CPA PodcastZane Stevens - Leaving behind a life in South Africa to become the California Wine AccountantUprooting your life is never easy, moving countries is never easy and starting a business is never easy. Zane did all 3 and has become known as one of the most sought after accountant in the wine industry.From KPMG South Africa office to starting Protea Financial, Zane never gave up on his dream even through uncertainty. Tune in to hear his story of leaving Cape Town, moving to California, starting a business and growing that business to over 10 employees.2022-07-2556 minThe Fun CPA PodcastBrandon Hall - Bringing the accounting industry into the year 2022In today's episode we bring you another accounting all star that is revolutionizing the industry.From working in big 4 audit to launching his own firm with minimal tax experience, Brandon has quickly learned the necessary skills needed for tax work and also learned what the accounting industry is missing. His fresh perspectives bring you no timesheets, value based billing, and equitable ways to measure performance.Brandon is ambitious and has goals of becoming a $100M firm utilizing all these concepts to show the world what a 2022 accounting firm looks like.2022-07-181h 23The Fun CPA PodcastElliot Mark - From soccer all-star to entrepreneurNavigating career choices in the athlete world can be challenging and turbulent. Elliot shares his journey of being an all-star soccer player and finding a niche need in helping high school students with the college recruitment process.Elliot's story has many ups and down including navigating addiction after an injury and adjusting his business plans as he grew. 2022-07-0548 min
Ask an AccountantS1E09 Kapilovich & AssociatesEver wonder what the journey from graduating with your degree in accounting through public accounting looks like?
Our friend Yuri Kapilovich will share his experience and what he's learned along the way! As he now runs his own firm (Kapilovich & Associates), Yuri has a unique perspective on navigating public accounting as a tax professional.
Make sure to send your pressing accounting questions to the host: Tony@accquip.com2022-07-0157 min
The Optometry Money PodcastMid-Year Financial and Tax Planning for Your Optometry Practice with Yuri Kapilovich, CPAQuestions? Thoughts? Send a Text to The Optometry Money Podcast!It's time for a mid-year financial health checkup on your optometry practice! Yuri Kapilovich, CPA and managing partner of his firm, Kapilovich and Associates, talks with Evon all about how to check the health of your practice from a financial and tax planning standpoint. They go over what financial statements to look at, a few tests to look at for business health, and tax planning considerations for the second half of the year.He's literally married to optometry and provides a...2022-06-2955 minThe Fun CPA PodcastRyan Sullivan - Mechanic turned podcaster, rapper, DJRyan is the true example of following a passion early on, against many odds and with lots of divergences along the way. The best way to describe Ryan's journey is the repetitive theme of the cliff notes of his last 7 years. Here is what that looks like: 2015 - Landscaper 2016 - DJ & Mechanic2017 - Mechanic 2018 - Audio Engineer2019 - Podcast manager, Audio Editor, and Wedding DJ2020 - Podcast Consultant 2021 - Founder of a Podcast launch company2022 - Building the team and growing The passion and vision that Ryan h...2022-06-2749 minThe Fun CPA PodcastFernando Angelucci - From $6K savings to $150 Million in Self StorageYou saw the title right. Fernando quit his job as an engineer with $6,000 in savings and started following his passion. Tune in to today's episode where we learn about Fernando's path to becoming the Senior Managing Partner of Impact Self Storage and owning over $150M in self-storage assets. Fernando can be all over social media platforms under the handle of TheStorageStud where he give tons of value and general knowledge about the ins and outs of the self-storage industry.Stay tuned to the very end where he shares an INCREDIBLY valuable item ;)2022-06-2049 min
Deals & Dollars: Real Estate Investors and EntrepreneursA Q&A with a Real Estate Tax Professional w/ Yuri KapilovichOn today’s episode we have our first return guest, CPA Yuri Kapilovich, owner of Kapilovich and Associates, LLC. In this episode Yuri answers questions from our audience all about real estate tax. In this episode Yuri talks about Quickbooks, cost segregation, and how David Choi is better than the bank!Join the Deals & Dollars community today. If you're interested in becoming a guest on the show or receiving exclusive invites to our networking events, sign up on our official website.Official WebsiteInstagramYoutube2022-06-1437 minThe Fun CPA PodcastAllan Koltin - The accounting industry M&A and consulting legendWhen it comes to the accounting industry, Allan Koltin is the man with the plan. From being fired early on in his career, to finding his own niche in the industry as the premiere M&A and consulting guru working with the TOP accounting firms in the nation.Tune in to this incredibly value packed episode where we discuss the ins and outs of the accounting industry. What is missing from the industry and what it takes for a firm to be successful in todays climate. Allan's story and value he provides on this episode i...2022-06-1342 minThe Fun CPA PodcastAdam Dickert & Dan Salonis - From living on $20 wawa gift cards to Real Estate deal syndicatorsRelationships and networking is everything in life and in business. Adam & Dan are the quintessential examples of being movers and shakers in the real estate industry. Having both met at Marcus & Millichap, they learned the ins and outs and inner working of the real estate industry from within. They utilized that knowledge and their ability to leverage LinkedIn and business relationships to form Progress Realty Partners.Tune in to this incredibly down to earth conversation where we inadvertently discuss the beginning of my own self-employment journey. If you want to get started investing pa...2022-06-061h 15The Fun CPA PodcastDavid Choi - From intern to real estate CEOMaintaining life-long relationships is one of the keys to success in the business world. David started out as an intern under my supervision at EisnerAmper and eventually left the W-2 world to grow a real estate rocket ship that helps generate over $100M in financing annually.At 19 years old. after his internship at EisnerAmper where him and I met, David honed in and focused on becoming a real estate entrepreneur. Having to first learn while being an employee, David held a couple of W-2 jobs where he learned the different facets of real estate. Once he felt...2022-05-3038 minThe Fun CPA PodcastRoman Zelichenko - Ditching the attorney W-2 to become an immigration tech entrepreneurDid you ever have such a passion for your industry but felt that the technology servicing this industry needs an upgrade to the 21st century? Roman did!Roman wanted the intellectual challenge of law school and obtained his JD degree and began his journey in the professional world. He started working at a law firm and fell into the world of immigration law by accident. Recognizing the shortcomings in the technology that serviced the industry, he decided to take matters into his own hands to fix the issues. Not knowing how to get started, he decided to s...2022-05-2357 minThe Fun CPA PodcastThe Essential Jason Nelson - from marketing to wedding entertainerDid you ever have a passion for something that is completely outside of the career path you studied in college for?Jason Nelson did. He studied marketing for 4 years in Rutgers Business School and got a great job with Barnes & Nobles College (BNC) making a nice salary of $50,000 straight out of school. The thing is, the passion Jason had for entertaining people and playing the saxophone and piano outweighed the one he had for the marketing department of BNC. Enter The Essential Jason Nelson, LLC and the journey it all entailed as he quit his job (mid...2022-05-2059 min
Deals & Dollars: Real Estate Investors and EntrepreneursWhy Entrepreneurs Should Empower: a Q&A w/ Yuri KapilovichOn today’s episode we have CPA Yuri Kapilovich. Yuri had over a decade of experience working at some of the largest accounting firms before starting his own firm Kapilovich & Associates. Specializing in high net-worth individuals and closely-held companies, he has tons of unique insight on entrepreneurship, taxes, and even what David was like back when he was an intern. This is a fun episode of Yuri and David catching up after years and asking each other for insight, Q&A style.Join the Deals & Dollars community today. If you're interested in becoming a guest on the sho...2022-03-2222 min