Ready to Start Your Own CPA Firm, But Not Sure What Comes First?
Get the step-by-step roadmap to build a profitable, sustainable firm from scratch - without the overwhelm, guesswork, or burnout.
Did you know that most CPAs spend years building someone else's firm - without ever being shown how to build their own?
Learn how to confidently start, structure, and grow a CPA firm that works for you.
GET STARTEDTHERE IS HOPE
You Can Create a Firm You Love
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You don't need another checklist or free download - you need a clear, proven path. I'll walk you through every step of starting your CPA firm - from your very first decision to signing your first clients.
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Whether you're just thinking about making the leap or you've already started laying the groundwork, this course will help you:
- Eliminate the guesswork.
- Avoid costly mistakes.
- Build a business that fits your life, not the other way around.
Yes, It Really Is Possible!
If you're ready to take the next step, this is the resource you've been looking for.
ENROLL NOW
In The Next 6 Months, You Could…
- Land your first few clients and start generating steady revenue.
- Feel confident knowing your firm is set up the right way.
- Build a business that supports your life - not one that drains it.
INTRODUCING
CPA FirmÂ
Builder
Feeling Overwhelmed About Starting Your Own Firm?
You're not alone - and you don't have to figure it all out by trial and error. This course will guide you through:
- Learn how to set up your firm step-by-step, so you're not second-guessing if you missed something important.
- Understand how to price and offer your services without undercharging or feeling unsure of your value.
- Build the structure, systems, and support you need - so you don't feel like you're doing it all alone
What's Included In The CPA Firm Builder...
MODULE 1
Laying the Foundation
Before you dive into legal forms and pricing strategies, you need to get clear on what you're building - and why. In this first module, you'll define what success looks like for you, so your firm is built around your goals, not someone else's template.
Inside, you'll:
- Define your mission and vision for your firm
- Map out the lifestyle and work structure you actually want
- Identify what kind of services, clients, and firm model align with your goals
You'll finish this module with a clear, values-driven vision for your firm that will guide every decision moving forward.
MODULE 2
Legal and Compliance Setup
You're ready to make it official - but what's the right entity? How do you register your firm? What about insurance, licensing, and compliance? This module walks you through every legal and regulatory step so you can launch your firm with confidence and peace of mind.
- Choose and form the right business structure (LLC, PLLC, S-Corp, etc.)
- Register with your state board, IRS, and other required agencies.
- Meet CPA licensing requirements, insurance, and peer review requirements.
By the end, your firm will be properly formed, licensed, and ready to operate - without legal guesswork.
MODULE 3
Financial Planning and Pricing Strategies
You don't need a big budget to start your firm - but you do need a plan. In this module, we'll walk through the financial foundation of your business so you know what to expect, what to charge, and how to set yourself up for profitability.Â
You'll discover:
- How much it really costs to start your firm
- How to calculate your breakeven point and revenue goals
- How to price your services with confidence and profit
You’ll leave with a realistic, sustainable financial plan - and a pricing strategy that helps you earn what you're worth.
MODULE 4
Technology and Workflow Setup
You don't need every tool on the market - but you do need the right systems to work efficiently and grow. This module helps you choose a lean, scalable tech stack and create streamlined workflows from day one.
We'll cover:
- How to choose accounting, workflow, and client communication tools
- What you can automate now - and what to wait on
- How to build repeatable processes that save time and reduce stress
By the end, you'll have a basic but powerful system that supports your firm (and your sanity) as you grow.
MODULE 5
Finding Your First Clients
It's time to get out there. In this final module, you'll learn how to market yourself without feeling salesy, build a brand that attracts the right people, and create a simple, effective referral strategy.
You'll learn how to:Â
- Define your ideal client and position your services to speak directly to them
- Set up your website, logo, and branding elements
- Build a referral pipeline and track what's actually working
By the time you finish this module, you'll have a plan in place to bring in your first clients - and the tools to keep that momentum going.
The CPA Firm Builder Is For You If...
- You've hit a wall in public accounting and know there has to be a better way
- You've thought about starting your firm but feel overwhelmed by everything that needs to happen
- You're craving more flexibility, more purpose, and more control over your work
- You want a clear, step-by-step plan to build something that's yours - without burning out in the process
NICE TO MEET YOU
I'm Abby
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I'm a CPA who traded burnout for balance and built a practice I truly love. After years in public accounting, I realized there had to be a better way to run a successful firm without sacrificing my health or my life. Now, I help entrepreneurial CPAs take the leap to build their own thriving practices through practical resources and streamlined tools. If you're ready to start your own firm or transform an existing one, you're in the right place.
"When I started my own CPA firm, I remember how overwhelming it felt. I had no roadmap - just a long to-do list, a big dream, and a lot of late nights trying to figure it all out. This course is everything I wish I had back then."