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The Fun CPA Podcast
It is no secret that the accounting profession needs a fresh perspective after years of status quo.
The Fun CPA podcast aims to bring exactly that. Fun, refreshing and unique perspective on a profession that needs it the most.
The conversations I will bring to you will bring you and your firm value. We discuss pricing, firm management, technology, social media and mental health. The guests on the show range from small accounting firm owners to big firm partners to incredible mental health coaches to our profession and much much more.
Give it a listen, the fresh perspective you been waiting on is here!
The Fun CPA Podcast
Scaling With Purpose and Building an Accounting Community - Jason Blumer and Ian Vacin
This week’s episode welcomes “Scale with Purpose” co-authors Jason Blumer and Ian Vacin to tackle the biggest decision firm owners face: is scaling really right for you?
Together, they join Yuri to discuss this big question that many firm owners face: is it worth it, and should you be pushing yourself for more? Or listening to your gut.
Jason and Ian combine anecdotal experience with data, exploring the common struggle where growth stalls or reverses when firms reach "about eight people". They also discuss the challenges of technology adoption, a detailed, mathematical process for solo firm owners to evaluate and select new technology, the human element of growth and much more.
You can find Ian and Jason’s book, “Scale With Purpose” at: https://www.scalewithpurpose.info/
Episode Highlights:
0:00 - Intro
0:36 - Episode open
1:17 - Meet [guests]
2:17 - How Ian and Jason met
3:34 - Sponsorship, working with them and choosing them
9:10 - The pressure around events and sponsorship
11:25 - What is ‘Karbon’?
13:22 - Picking a practice management platform
16:16 - The most difficult thing about selling to CPAs
19:21 - Growth, technology and “adding complexity”
26:20 - How do owners decide what change(s) to make?
33:52 - Decision-making and scaling
40:17 - Diving into Ian and Jason’s book
44:41 - Their process for writing the book
48:33 - The biggest takeaway from
52:10 - The most common problems Ian and Jason hear (as coaches)
57:37 - A mistake Ian and Jason made along the way
1:00:32 - Episode wrap-up
A WORD FROM OUR SPONSOR
Today’s episode sponsor is Cloud Accountant Staffing (CAS). CAS is your go-to partner for finding talented offshore staffing to help you scale and grow your firm efficiently and effectively.
Check them out here and use code YURIAINTFUN for $500 off
https://www.cloudaccountantstaffing.com/lp/yuri
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 IAN AND JASON
LinkedIn (Ian): linkedin.com/in/ianvacin
LinkedIn (Jason): https://www.linkedin.com/in/jasonblumer/
Book: https://www.scalewithpurpose.info/
