On Your Own:

Whether you're thinking about starting your own firm, or you already have, this eBook will help guide you through the many milestones and challenges you may face as you embark on your journey to start your own CPA firm

IN THIS GUIDE

1 Self-Assessment

2 Developing a Business Plan

3 Financial Considerations

4 Start-Up and Operating Costs

5 CPA Firm Staffing

6 Cash Management

7 Borrowing Money

8 Legal Considerations

9 Insurance Considerations

10 Marketing

11 Checklist

Are you seriously thinking about starting your own CPA practice?

If so, this guide can help you through the many considerations involved. Good planning, hard work, discipline, self-motivation, and creativity will all be needed to grow your business. A good starting point is to define your objectives, assess your needs, and find out how to avoid some common pitfalls. Here are some topics you’ll want to address.

For a complimentary consultation,

please call 1-800-221-3023,

Monday through Friday, 8 a.m. to 6 p.m. ET,

to speak with a personal insurance advisor.

To review our insurance portfolio and risk mitigation resources visit cpai.com.

Note: The information contained in this guide is designed to provide an overview to starting a business, and is not intended to address all issues or provide individual advice. For professional information and advice, be sure to contact your attorney, financial planner, retirement counselor, or others for guidance.