USA CPA and Personal Introduction

Feb 18, 2019
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United States
Hi everyone,

My name is Ryan. I'm receiving my CPA in May (finishing continuing education via my MBA program, but passed the exam). I live in North Carolina, 27yr old, 5yr work experience and currently a Senior Staff Accountant (4yr of this was entry level Staff Accountant). I do not want to change into public accounting unless I am opening my own business.

My dream is to open my own business someday and/or work fully remotely. I come from a family of CPAs, which is helpful for advice/questions, but I want to be self-sufficient and learn on my own. Any tips from other CPAs on how to get started learning to a level where I feel comfortable taking on clients for:
1. Payroll Taxes
2. Compilations
3. Audits
4. Tax Services
5. Other services
  • Recommended Books
  • Personal story about how you began
  • Recommended Discussion Boards
  • Recommended Online Teaching/Practice
  • Any best remote sites to obtain new clients (later once I feel comfortable with my skill)
  • Any other recommendations
As we both know the CPA exam is largely regurgitating information, the real teaching is hands on in the field. Learning and finding time to learn is not difficult for me. I am passionate, driven, and will devote as much personal time as needed.

I have access to Drake tax software and Quickbooks currently. I'm VERY skilled in excel.

Thanks for everything!
-Ryan H.


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