checklist: 18 steps to success.
by brannon poe
are you exploring the idea of starting your own cpa firm? or perhaps you are ready to re-invent the one you have? either way, we’ve gathered some of the key focus areas to help you create your plans for the future.
more by brannon poe: five keys to successfully selling a cpa firm | 10 questions to ask yourself before buying an accounting practice | five key decisions for your exit strategy | how to transfer a boomer-owned cpa practice to a millennial |
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1. should you start your own cpa firm? this is a great place to start, don’t you think? not everyone is cut out to own their own business. starting a cpa firm takes a variety of different skills and talents.
in the meantime, here’s a short list of what’s needed to thrive: