What does it actually look like to build a modern CPA firm without losing yourself in the process?

Yuri sits down with Logan Graf to talk through the real decisions behind firm ownership, from taking the leap into entrepreneurship to figuring out whether buying a firm even makes sense. 

They get into pricing, hiring, content creation, social media addiction, and the tension between making more money and actually enjoying your life. They also discuss Logan’s community Counter and how it helps firm owners feel less isolated.

Like always, this conversation goes past ‘tax talk’. It’s an honest discussion about growth, pressure, faith, family, and what happens when success starts to cost more than you expected.

Episode Highlights:

 0:00 - Logan’s early entrepreneurial streak
 5:09 - Who Logan is and how he built his firm
 12:11 - Buying a firm vs. starting from scratch
 21:45 - How to know if you’re ready for firm ownership
 25:36 - The reality of content and social media
 33:18 - Sponsored content, brand fit, and authenticity
 38:44 - Hiring help and knowing when it’s time
 45:44 - Why an admin hire might be the smartest next move
 51:36 - Faith, family, and balancing it all
 53:29 - More money, more problems
 1:03:46 - What Logan would do differently starting over
 1:05:33 - The shift from compliance to advisory
 1:08:43 - Building a modern firm in an old-school profession

1:10:58 - 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 LOGAN GRAF

Website: https://www.graftaxco.com/

LinkedIn: https://www.linkedin.com/in/logangraf/

TRY COUNTER COMMUNITY FOR FREE

https://counter.circle.so/checkout/thefuncpa