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:

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Brannon Poe



About the Author

Brannon Poe is the founder of Poe Group Advisors and has been facilitating successful accounting practice mergers and acquisitions since 2003.

Brannon started his career in public accounting as an auditor with Ernst & Young before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company.

He is the author of “Accountant’s Flight Plan: Best Practices for Today’s Firms” (published by the AICPA and CPA Canada), “On Your Own: How to Start Your Own CPA Firm,” as well as multiple blogs and the “Accountant’s Flight Plan” podcast.

Click here for more by Brannon Poe