Want to scale your firm without losing your sanity or your personal touch?
In this energizing episode of Deduct This, CPA and firm owner Yuri Kapilovich (aka The Fun CPA) shares how to use tech not to replace relationships but to enhance them. From $100/hour bus rides to building a “lifestyle firm” with a $2,000 minimum fee, Yuri reveals how he streamlined his practice with cloud-based tools, scaled client value, and preserved the high-touch service his clients love.
You’ll learn how to:
• Build a modern firm that runs on your schedule (not your clients’)
• Use tech like Anchor, TaxDome, and AI note-takers to reduce friction
• Attract higher-value clients through authenticity not advertising
• Fire bad-fit clients without burning bridges
• Adopt automation gradually without losing your human edge

If you’re ready to stop hustling and start thriving, this episode gives you the roadmap.
Want to build a tech-powered firm that still feels personal? Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/
Connect with the hosts:
🎙️ Carrie Hammond – linkedin.com/in/cahammond
🎙️ Lexi Bonicard – linkedin.com/in/lexibonicard
Connect with Yuri:
• Website: thefuncpa.co
• LinkedIn: linkedin.com/in/ykapilovich
• Instagram: @thefun_cpa
#TaxTech #LifestyleFirm #CPAWorkflow #AccountingAutomation #CloudCPA #TheFunCPA #ClientAdvisory #ProConnect #IntuitTax #AIForCPAs #FirmGrowth #AdvisoryServices #TaxSoftware

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