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

Starting Your Own CPA Firm Checklist

img_2Starting your own CPA practice is exciting, challenging, and rewarding. Be prepared for hard work and some periods of tight finances until you're established. Make sure you and your family are prepared for the journey. Invest time in developing a solid business plan. While it doesn’t guarantee success, a solid plan greatly improves your chances for success and will make your path a little easier to navigate.

“Starting your own business is like riding a roller coaster. There are highs and lows and every turn you take is another twist. The lows are really low, but the highs can be really high. You have to be strong, keep your stomach tight, and ride along with the roller coaster that you started.”                                                                                             -- Lindsay Manseau
Aon Insurance Services is the brand name for the brokerage and program administration operations of Affinity Insurance Services, Inc. (TX 13695), (AR 100106022); in CA and MN, AIS Affinity Insurance Agency, Inc. (CA 0795465); in OK, AIS Affinity Insurance Services Inc.; in CA, Aon Affinity Insurance Services, Inc. (CA 0G94493), Aon Direct Insurance Administrator and Berkely Insurance Agency; and in NY, AIS Affinity Insurance Agency.
Checklist to start your own CPA firm
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