This week’s guest comes from ‘across the pond’ – but his insights and expertise is far from foreign CPAs and firm owners alike.

Reza Hooda is the founder of Capture Accounting and a serious authority in the accounting industry. Reza delivers an invaluable service to his clients: He gets their time back and simplifies their processes so that they can focus on scaling, growing and generating revenue.

Additionally, Reza coaches others like him on how they can grow their own firm – everything from pricing, generating leads, closing deals and much more. You can check him out on his website, LinkedIn or podcast giving advice to shot-callers, accountants and aspiring entrepreneurs alike.

Yuri explores Reza’s come-up and experience that pushed him to go out and create his very own business where he can control (and design) his experience. You’ll also get a sneak peek into Reza’s POV on differentiation, the importance of niching down or specializing, and much more!

Episode Highlights:

0:00 - Teaser
0:53 - Introduction
2:43 - What surprised Reza when he went out on his own
8:46 - Reza’s “a-ha” moment
10:49 - Zooming in on Reza’s pricing experience
18:20 - Differentiating yourself w/o using price
21:15 - Building your dream team
26:34 - For new firm owners: how to successfully start right from the beginning
29:12 - How you can start and be like Reza’s example
31:53 - “Going deeper” and why you should specialize
35:05 - 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 REZA HOODA
LinkedIn: https://www.linkedin.com/in/rezahooda/?originalSubdomain=uk
Website: https://www.rezahooda.com/

Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by a legendary figure in the accounting profession, Allan Koltin.

Allan is the CEO of Koltin Consulting Group and one of the most influential voices in the accounting world. With decades of experience advising top firms on growth, leadership, and mergers, Allan shares insights into what drives success in professional services – more specifically in this episode – the interplay between accounting firms and private equity.

From his early days as the youngest partner at his firm to being ranked among Accounting Today's Top 100 Most Influential People, Allan brings a wealth of knowledge, real-world stories, and forward-thinking advice.

Come listen to an episode chalk-full of value as we really drill down on the ups and down of private equity in the accounting space.

Episode Highlights:

0:00 - Teaser

0:59 - Episode beginning and intro to Allan

7:22 - Allan dives into PE and accounting

14:33 - “How do we move autonomy to accountability?”

18:56 - What PE ownership brings (and takes away)

28:08 - Managing staff and seniors as PE money comes in

34:20 - Who are the true winners and losers?

39:02 - “What is the threshold at which we stop flipping?”

45:20 - Maintaining (and combining) culture

52:30 - Allan’s suggestion to people uneasy with PE

54:51 - 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 ALLAN D. KOLTIN

LinkedIn: https://www.linkedin.com/in/allan-koltin-24a8181

Website: https://koltin.com/

Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by Nikole Mackenzie!

Nikole is the founder and CEO of Momentum Accounting – a firm built for founder led, self-funded businesses doing $1M–$10M in revenue.

Like Yuri, Nikole has always sought to have more control of her career through ownership of her own firm. Not only does she share her journey to build this successful business, she also details what pushed her to go out and get her very own shingle. Much like other accounting origin stories – it isn’t
pretty.

Additionally, the two discuss the ups and downs they’ve experienced in running their own business, the industry at large, what ‘CAS’ is and why it’s Nikole’s bread-and-butter and much more!

Like many of the guests on “The Fun CPA” – Nikole is an inspiration for those of you out there feeling disillusioned with “the grind” and a reminder that there are other paths that in this business that can lead to more fulfillment and balance.

Episode Highlights:

0:00 - Teaser
1:11 - Introduction
3:20 - Where Nikole first discovered CAS
4:44 - Nicole’s “OG” public accounting days
8:21 - “The moment”
12:49 - What CAS is
16:19 - Nikole’s ideal client
19:15 - “Spent a bunch of money on the wrong things”
24:40 - Losing a big client
27:10 - The ups and downs of having your own business
34:22 - Advice to CPAs that feel lost
37:56 - What can smaller firms do to enrich their careers?
42:46 - 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 NIKOLE MACKENZIE
LinkedIn: https://www.linkedin.com/in/nikolemackenzie/
Website: https://momentumaccounting.com/