Marit Burmood joins Yuri to talk about what it really takes to build an accounting firm that fits your life instead of taking it over.

After years of juggling tax work, kids, and a growing client list, Marit realized she was doing far more for clients than she was actually getting paid for. Once she learned how to package that value, her firm went from earning roughly $50,000 to $60,000 a year to bringing in at least $10,000 a month.

She and Yuri talk about pricing the knowledge accountants tend to give away for free, creating recurring revenue, and recognizing when a client is no longer worth the stress. They also share how they use TaxDome, what they have learned from building personal brands online, and why growing a successful firm does not have to mean building a massive one.

Episode Highlights:

0:00 - Intro

1:00 - Meet Marit Burmood

5:04 - How different generations communicate with their accountants

11:59 - The decision that transformed Marit’s firm

16:05 - Pricing the knowledge accountants give away for free

19:36 - What CAS services actually include

24:50 - Finding the clients who need more than tax preparation

31:36 - Packaging tax prep into multiple service tiers

34:10 - Using TaxDome to automate workflows and centralize communication

38:21 - Building a personal brand as an accountant

47:26 - What is the actual goal of social media?

54:28 - Why accountants do not need a huge firm or online following

1:00:16 - Marit’s book, Think Before You S Corp

1:02:31 - Final advice and where to connect with Marit

SPONSOR

Today's episode is sponsored by TaxDome

Check them out and book a demo: https://taxdome.com/

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://thefuncpa.beehiiv.com/

CONNECT WITH MARIT BURMOOD

LinkedIn: https://www.linkedin.com/in/marit-burmood/

Website: https://www.maritburmoodcpa.com/