Sharrin Fuller is an absolute legend with the most unconventional path in accounting

Having not studied accounting and stumbling into the profession, Sharrin has made incredible strides and shown what is possible to achieve. She now helps small firm owners get out the weeds and utilize technology to its fullest!

Sharrin shares so much value here and we dive into many great topics so tune in and give the show a like and subscribe

‘Old school cool’ is a thing, just not when it comes to accounting.

This week features Nick Boscia, a managing partner at Boscia and Boscia PC – and whose family accounting firm in New Jersey is the very subject of the episode. Nick returned to his family firm after PWC to work side by side with his dad in his “old school practice” – not only to ‘learn the ropes’, but to take the business into the 21st century.

They also discuss how Nick’s firm handles the tax organizer process now, how he implemented new tech and processes in his dad’s firm, his philosophy on success and how both him and Yuri prioritize their time and preserve a work/life balance.

Episode Highlights:

0:00 - Intro

1:28 - Meet Nick Boscia

4:10 - Going from PWC to Dad’s firm

7:19 - Learning to become an accountant and working with your dad

13:41 - Taking over an ‘old school’ firm

18:29 - Adding more tech

24:10 - Invoicing and payment (before Anchor)

27:20 - Financial Cents, using multiple tools

35:37 - “When did you make your first hire?”

42:59 - Diving deeper into process automation

49:15 - Nick’s journey to become a speaker

52:11 - Favorite gig (so far), what’s next?

56:21 - LinkedIn, haters, what you ‘get’ out of it

1:03:35 - Travel and getting deals

1:06:55 - Episode wrap-up

A WORD FROM OUR SPONSOR

Today’s episode sponsor is Cloud Accountant Staffing (CAS). CAS is your go-to partner for finding talented offshore staffing to help you scale and grow your firm efficiently and effectively.

Check them out here and use code YURIAINTFUN for $500 off

https://www.cloudaccountantstaffing.com/lp/yuri

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 NICK BOSCIA

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

Website: https://www.thebalancedcpa.life/about-5

This week’s episode welcomes “Scale with Purpose” co-authors Jason Blumer and Ian Vacin to tackle the biggest decision firm owners face: is scaling really right for you?

Together, they join Yuri to discuss this big question that many firm owners face: is it worth it, and should you be pushing yourself for more? Or listening to your gut.

Jason and Ian combine anecdotal experience with data, exploring the common struggle where growth stalls or reverses when firms reach "about eight people". They also discuss the challenges of technology adoption, a detailed, mathematical process for solo firm owners to evaluate and select new technology, the human element of growth and much more.

You can find Ian and Jason’s book, “Scale With Purpose” at: https://www.scalewithpurpose.info/

Episode Highlights:

0:00 - Intro

0:36 - Episode open

1:17 - Meet [guests]

2:17 - How Ian and Jason met

3:34 - Sponsorship, working with them and choosing them

9:10 - The pressure around events and sponsorship

11:25 - What is ‘Karbon’?

13:22 - Picking a practice management platform

16:16 - The most difficult thing about selling to CPAs

19:21 - Growth, technology and “adding complexity”

26:20 - How do owners decide what change(s) to make?

33:52 - Decision-making and scaling

40:17 - Diving into Ian and Jason’s book

44:41 - Their process for writing the book

48:33 - The biggest takeaway from

52:10 - The most common problems Ian and Jason hear (as coaches)

57:37 - A mistake Ian and Jason made along the way

1:00:32 - Episode wrap-up

A WORD FROM OUR SPONSOR

Today’s episode sponsor is Cloud Accountant Staffing (CAS). CAS is your go-to partner for finding talented offshore staffing to help you scale and grow your firm efficiently and effectively.

Check them out here and use code YURIAINTFUN for $500 off

https://www.cloudaccountantstaffing.com/lp/yuri

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 IAN AND JASON

LinkedIn (Ian): linkedin.com/in/ianvacin

LinkedIn (Jason): https://www.linkedin.com/in/jasonblumer/

Book: https://www.scalewithpurpose.info/