Can you run a hyper-profitable tax and advisory firm while heavily restricting your personal work hours? Most accounting firm owners and managing partners assume that scaling past six figures requires sacrificing their personal life to the grind.

In this episode of Growing Your Firm, host David Cristello sits down with Yuri Kapilovich, Managing Partner of Kapilovich and Associates—known across social media as "The Fun CPA." After spending over a decade handling high-net-worth clients at giant tax firms, Yuri stepped out on his own to build an ultra-lean, highly optimized practice.

Yuri pulls back the curtain on how he structure-built his firm to generate nearly $290k in gross revenue while working only 15 to 25 hours a week! If you're a bookkeeping firm owner, a CPA starting a firm, or an operations manager, this step-by-step masterclass reveals how pricing alignment directly builds lifestyle freedom.

In this episode, we explore:

The "Fun CPA" Blueprint: How leaning into raw, honest, and unconventional branding on LinkedIn unlocked massive organic growth.
The $2,000 Minimum Baseline: Why establishing rigid price floors protects your team's capacity and eliminates low-margin, high-volume compliance traps.
The Three-Tier Revenue Split: Breaking down Yuri's $290k engine—from seasonal tax preparation to core quarterly advisory and monthly recurring client accounting services (CAS).
The Ultimate Solo Leverage Strategy: Managing 80 high-value business clients by hyper-utilizing part-time specialized contractor support.
Social Media vs. Firm Reality: An honest discussion on managing the mental toll of online comparison and how to strategically filter out vanity metrics.

Key Metrics and Firm Benchmarks Mentioned:

Average Relationship Value: $3,500 to $3,600 per client.
The "3x" Capacity Rule: Ensuring your fractional team or software tools produce three times their compensation footprint to maintain an elite profit margin.

Featured Guest: Yuri Kapilovich

Solo CPA to $290k Revenue | Yuri Kapilovich

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Solo CPA to $290k Revenue | Yuri Kapilovich