Your roadmap to successfully launching an accounting practice

Access a detailed checklist for tax professionals starting an
accounting firm

If you’ve ever thought about starting your own accounting practice, look no further. With insight from accountants who’ve made the leap, our detailed checklist is the foundation you need to make your dream of firm ownership a reality. 

From establishing your legal entity to determining your financial requirements and assessing your operations, use this step-by-step guide to build the confidence you need to break free and launch a successful accounting practice that’s all your own. Learn how choosing the right technology can boost your ability to serve clients and become a trusted partner as your business grows. 

Begin your journey to firm ownership on the right foot and launch your practice, your way. 

Upon completion of this checklist, you’ll be primed for:

  • more meaningful work
  • deeper client relationships
  • and total control as the successful owner of high-value accounting practice.  

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