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The Fun CPA Podcast
It is no secret that the accounting profession needs a fresh perspective after years of status quo.
The Fun CPA podcast aims to bring exactly that. Fun, refreshing and unique perspective on a profession that needs it the most.
The conversations I will bring to you will bring you and your firm value. We discuss pricing, firm management, technology, social media and mental health. The guests on the show range from small accounting firm owners to big firm partners to incredible mental health coaches to our profession and much much more.
Give it a listen, the fresh perspective you been waiting on is here!
The Fun CPA Podcast
Practical Ways To Implement AI Today
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
In this episode of The Fun CPA Podcast, Yuri sits down with Isaac Perdomo, CEO and founder of Opzer, to talk about automation, AI, and where accounting firms should actually start.
Isaac shares why firms do not need to overhaul everything at once, and why the best place to begin is usually with the painful, repetitive work they are already doing every day. From client reminders to workflow tracking to simple AI-powered daily prep, the conversation focuses on practical ways firm owners can save time without making things more complicated.
They also talk about the challenge of getting teams to adopt new tools, how to test automations safely, and why small improvements can make a real difference during tax season. It’s a practical conversation for firm owners who know they need better systems but are not sure where to begin.
Episode Highlights:
0:00 - Intro
0:46 - Meet Isaac Perdomo
1:44 - How Isaac got into accounting automation
3:08 - Where firms should start with automation
4:44 - Why accountants tolerate broken processes
6:32 - Tax season pain points and client intake
8:59 - Using automation to improve follow-up and workflow
11:23 - How to test automations without breaking things
12:30 - Why DIY automation can feel overwhelming
15:18 - Choosing what is worth automating
16:15 - Simple AI use cases for email and daily planning
18:28 - Setting up Claude tasks and meeting prep
24:26 - Isaac’s process for finding automation opportunities
27:04 - Conferences, relationships, and accounting communities
31:14 - Content, YouTube, and sharing what he is learning
32:44 - Where to find Isaac and Opzer
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 ISAAC PERDOMO
LinkedIn: https://www.linkedin.com/in/isaac-perdomo/
Website: https://opzer.co/
