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
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
https://earmarkcpe.com
https://earmark.app/
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/
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