He Turned Down Partner Track To Build His Own 7 Figure Firm
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He Turned Down Partner Track To Build His Own 7 Figure Firm
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Steven Jarvis, “the least boring CPA”, joins Yuri in this week’s episode to talk real career moves, not LinkedIn fantasies.
Steven is CEO and Head CPA at Retirement Tax Services – but at one time, he was *this* close to landing a partnership at a national firm.
Instead, he built a tax + education company serving financial advisors so he could design his work around his life, and not the other way around.
Additionally, Yuri and Steven discuss why most sales happen by email (not social), and how he 4×’d a conference in a year without losing his mind (or his margins). They get honest about switching from audit to tax, when entrepreneurship is a bad idea, building teams and setting expectations at work and at home so you can actually enjoy the wins.
Episode Highlights:
0:00 - Intro
0:35 - Meet Steven Jarvis
1:32 - Steven’s career journey, how we started
5:42 - Moving from audit to tax
13:57 - “If you want a dramatic shift…”
17:09 - Turning down the partnership (and what happened)
20:50 - What happened
27:15 - Steven’s take on social media, LinkedIn
31:11 - Tips for running and creating events
41:45 - Steven’s firm now
44:47 - Offshoring and AI
49:38 - “Why should someone become an accountant?”
51:19 - Work life balance
54:50 - Episode wrap-up
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 STEVEN JARVIS
LinkedIn: https://www.linkedin.com/in/stevenajarvis/
Website: https://retirementtaxservices.com/memberships/