There are so many unknowns when you're starting a CPA firm from scratch...

Here's a little guidance to get your startup CPA firm going, from someone who works with entrepreneurial accountants every day.

⦿ Book your Create Your Dream Firm (CYDF) discovery call NOW:
►https://dreamfirms.co/cydf-applicatio...

⦿ Practice Ignitor Challenge:
►https://www.dreamfirms.com/ignitor-ch...

Want more coaching? 🤯
⦿ Join the Proactive Accountants Facebook Group ►  / theproactiveaccountants  



0:00 Intro
01:10 Step 1: Get Your CPA License
04:26 Step 2: Name
05:36 Step 3: Choose Your Base Software
08:09 Step 4: Budget for Client Acquisition
09:17 Step 5: Plan for Financial Security
10:43 Step 6: Define Your Dream Client.
11:56 Step 7: Set Profitable Pricing
13:17 Step 8: Secure Business and Health Insurance
14:02 Step 9: Chose Delivery Software
15:52 Step 10: Client Acquisition
17:02 Step 11: Define Scope of Work
20:12 Step 12: Build Online Presence
21:29 Step 13: Determine How Clients Can Contact You
21:57 Don't Play Phone Tag
22:52 How to Leverage Your Network
24:35 Sign Your First Client