ENG2517. Laying the Foundation: Essential Steps to Start Your CPA Firm (EDG, PRAC)

Discover the essential steps to successfully start your own CPA firm. This session will guide you through developing a solid business plan, choosing the right business structure, and obtaining the necessary licenses and certifications. The panel will share a practical roadmap for new entrepreneurs, highlighting key considerations and potential pitfalls. You'll leave with a clear understanding of how to lay a strong foundation for your CPA firm, ensuring you start off on the right foot and build a thriving practice.

Learning Objectives:

• Understand the critical components of developing a comprehensive business plan for a new CPA firm.
• Learn the process of selecting the appropriate business structure that aligns with your firm’s goals and legal requirements.
• Identify the necessary licenses and certifications required to establish a CPA firm and ensure compliance with regulatory standards.