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/

After working with over 1,000 accounting firms, from solo practices to firms generating over $100 million, Petar Iliev has a pretty clear view of what separates firms that stay dependent on the owner from those that can actually scale.

Petar joins Yuri to talk about the shift from running a practice to building a business. What is the “standard”? What should you know, or prioritize?

They also get into how Petar would build an accounting firm from scratch, why he would choose a specific niche, and how he would handle everything from finding leads to onboarding and retaining clients.

Along the way, Petar shares some practical ideas around pricing, communication, automation, and AI that firm owners can start applying without completely rebuilding their businesses.

Episode Highlights:

0:00 - How TaxDome identifies high-intent leads

0:50 - Meet Petar Iliev

3:14 - Electronic music and European work culture

9:00 - What successful accounting firms do differently

14:38 - Building a business that can run without you

20:40 - How Petar would build an accounting firm

28:20 - Niche marketing, industry events, and SEO

30:12 - Using lead scoring to find serious prospects

36:46 - Why speed wins accounting clients

40:30 - How successful firms use AI and automation

46:25 - Creating a better client experience

53:14 - Retention, pricing, and service packages

1:02:00 - Turning feedback into reviews and referrals

1:06:40 - Building a client status tracker with AI

1:07:38 - Balancing business and Brazilian jiu-jitsu

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 PETAR ILIEV

LinkedIn: https://www.linkedin.com/in/p-iliev/

Website: https://taxdome.com/

Bad tax advice has never been easier to find.

Jasmine DiLucci is a tax attorney, CPA, and enrolled agent who has built a large online following by calling out illegal strategies and the people selling them.

She joins Yuri to talk about why unqualified influencers gain so much credibility online, why disproving their claims takes far more work than making them, and what people misunderstand about the tax strategies used by the wealthy.

Jasmine also shares how she took over her parents’ firm, fixed its billing and client problems, and grew it into a team of 45 people. They get into pricing, firing bad clients, building the right team, and how educational content helped Jasmine establish trust with better clients.

The wealthy still plan around taxes. They just understand that saving money is rarely worth risking the entire business.

Episode Highlights:

0:00 - Introduction

0:53 - Meet Jasmine DiLucci

2:42 - Becoming a tax professional in high school

4:28 - Why bad tax advice wins online

9:08 - Growing up in a family tax firm

14:07 - Taking over and fixing her parents’ firm

17:36 - Why accountants struggle to communicate their value

19:07 - How better clients eliminate most firm problems

27:20 - Growing the firm to a team of 45

28:40 - Jasmine’s accounting firm technology

31:55 - How Jasmine started creating tax videos

36:00 - Managing the demands of social media

40:07 - Creating a roadmap for legal tax planning

43:31 - The real risk behind viral tax strategies

45:48 - How wealthy people make tax decisions

49:32 - Closing thoughts and where to find Jasmine

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/

Newsletter: https://thefuncpa.beehiiv.com/

Website: https://www.thefuncpa.co/

CONNECT WITH JASMINE DILUCCI

YouTube: https://www.youtube.com/@taxleverage

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

Website: https://jasminedilucci.com/