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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
Burnout, Boundaries, and Balance with Erin Pohan
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Erin Pohan is the founder of Upkeeping, a bookkeeping and payroll firm, and Wave Seattle, a conference for women in accounting.
In this episode, Erin shares what it actually looked like to build her firm, grow a team, and figure things out without ever feeling completely ready. She and Yuri talk honestly about the pressure to scale, the challenge of hiring before there is enough work, and why success does not have to mean building the biggest firm possible.
The conversation also gets into a difficult season of burnout caused largely by one high-paying client. Erin explains how the work began affecting her health and family life, why walking away from the revenue felt terrifying, and how that decision ultimately gave her more freedom without hurting the business long term.
Episode Highlights:
0:00 - Intro
1:57 - Erin’s background and the start of Upkeeping
3:21 - Going from employee to firm owner
10:46 - Why you may never feel ready to launch
14:42 - Hiring your first team member
19:47 - What does success actually look like?
23:42 - Setting boundaries with clients
27:22 - Erin’s vision for her firm
30:00 - Burnout, overwork, and one major client
36:11 - What burnout looked like physically and emotionally
39:52 - Letting go of misaligned clients
43:09 - The financial upside of owning a firm
49:11 - Building community through accounting events
54:20 - The hidden costs of hosting events
1:03:47 - Imposter syndrome and finding your lane
1:08:13 - Where to find Erin
1:08:46 - Episode wrap-up
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 ERIN POHAN
LinkedIn: https://www.linkedin.com/in/erinpohan/
Website: https://www.upkeeping.co/
