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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
The Pricing Conversation All Accountants Need to Hear
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Pricing is one of the hardest conversations in the accounting profession, but the problem usually starts before the client ever pushes back.
Yuri sits down with Carlos Garcia, co-founder of Reframe, to talk about value, confidence, communication, and why so many accountants underprice themselves even when they know they are delivering real results.
They get into the mindset behind pricing, how to handle fee increase conversations, why niche positioning makes selling easier, and what firm owners need to understand about clients who see accounting as a cost versus an investment.
Carlos also shares the story behind Reframe, his work helping accountants communicate with more confidence, and why community matters so much for firm owners building something on their own.
Episode Highlights:
0:00 - Intro
0:54 - Meet Carlos Garcia
5:01 - The accounting profession’s pricing problem
7:13 - Why accountants undercharge
9:31 - How to communicate value to clients
13:00 - Competing on price vs. positioning
18:21 - Why niching down does not shut every other door
21:39 - Raising fees with existing clients
29:20 - A mock fee increase conversation
38:48 - Simple tax returns, minimum fees, and client fit
46:20 - What Reframe is building for accountants
54:14 - Carlos’ book and learning how to fail forward
57:39 - Where to connect with Carlos
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 CARLOS GARCIA
LinkedIn: https://www.linkedin.com/in/failblazer/
Website: https://reframeaccounting.com/
