This episode is a little different — no guest, just Yuri pulling back the curtain on how his firm actually runs during the middle of tax season.

Recorded on March 3rd, Yuri walks through what tax season looks like inside his firm right now: how he tracks returns, why he still uses a spreadsheet workflow, and what he’s experimenting with to improve operations. He also shares the reality of running a lean accounting firm, managing part-time help, and balancing client work while keeping his weekly schedule under 40 hours.

Along the way, Yuri breaks down his tech stack, discusses the pros and cons of hiring too quickly, and explains how he structures pricing and client selection to keep the firm profitable without burning out.

Episode Highlights:

0:00 - Trailer
00:52 - Why this is a solo episode
2:52 - Tax season reflections so far
6:23 - The spreadsheet that runs the firm
9:23 - Pricing structure and payment process
11:15 - Why spreadsheets still work (for now)
15:47 - Why hiring too quickly can backfire
19:20 - Managing the schedule under 40 hours
21:07 - How Yuri chooses which clients to work with
24:41 - Why solo firm tax seasons feel different
27:24 - Closing thoughts

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/