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On Your Own! How to Start Your Own CPA Firm, Second Edition

Author: Brannon Poe, CPA
Publisher: AICPA
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Going solo doesn’t have to be a game of trial and error. Careful planning can make it one of the most rewarding decisions of your accounting career. Now in its second edition and revised by author Brannon Poe, this book leads new solo practitioners through each stage of creating your own firm, bringing your vision to reality, and nurturing your practice to make that reality a success. 

Follow each of the book’s five parts as it takes you chronologically from start to success. Each chapter is rich with strategies as well as stimulating follow-up questions that will help you define your goals and plans, drawing you to careful consideration of important factors such as:

  • Creating concise mission and vision statements
  • Establishing goals, standards, attitude, and skills that reflect a successful practitioner
  • Anticipating financial needs
  • Defining family involvement
  • Shifting from employee to owner
  • Understanding potential stumbling blocks
  • Advancing your practice with a specialty
  • Deciding whether to buy a practice
  • Choosing a form of organization for your practice
  • Building client relationships
  • Keeping a focus on the future
  • And much more!

About the Author:  

Brannon Poe, CPA
Brannon is a licensed CPA with nearly 20 years of professional experience and the author of The Accountant’s Flight Plan. An experienced intermediary with a singular focus on accounting practice brokerage, Brannon has a unique ability to help creatively integrate information to develop clear, focused plans. He helps clients implement these plans to achieve their most important goals.

Brannon began his career in public accounting as an auditor with Ernst & Young, before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company. Subsequently, Brannon became a shareholder in a privately-held, family-owned business and a founding shareholder in a successful start-up manufacturing company. This breadth of experience­ — with companies large and small — has helped Brannon excel in efficiently and effectively facilitating hundreds of successful practice transitions.

Brannon makes his home in Charleston, SC with his wife and three children. Away from the office, he enjoys competitive racquetball, boating, and fishing.

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