How to Start (or Re-Start) Your Own Accounting Firm

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: