This week’s guest JUST started his journey to begin his own firm.

Yuri is joined by Kendall Castro, who, as of a few months ago, recently became a business owner. Together, they break down Kendall’s path to starting his own business, the one critical moment that kicked everything off and most importantly:

What his experience has been so far.

From pricing, adding new business and making more money – to concerns, burnout and cost of entry. Yuri and Kendall cover every aspect of his launch and the months that have followed.

Additionally they discuss larger topics within the industry such as educating clients, burnout and more.

If you’re on the edge of beginning your own entrepreneurial journey, this is the perfect episode to get you pointed in the right direction.

Episode Highlights:

0:00 - Intro

0:37 - Episode open

0:51 - Kendall’s background + entry in the profession

3:22 - Kendall’s ‘itch’ to go out on his own

5:42 - After being let go / before launch

8:14 - Educating, “being a one man army”

11:32 - Getting started, bringing people in, pricing

16:00 - Cost of entry, collecting money and software

19:38 - Balancing year 1 w/ future scaling

21:39 - The firm’s trajectory, adjusting client volume

26:25 - What Kendall’s days look like

28:32 - Kendall’s advice to new business owners

30:10 - Getting clients, how Kendall plans to scale

31:59 - Wrap-up, where you can find Kendall

A WORD FROM OUR SPONSOR

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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 KENDALL CASTRO

LinkedIn: https://www.linkedin.com/in/kendall-castro-cpa-realtor/

Website: https://castrocpaadvisory.com/