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
I have access to Drake tax software and Quickbooks currently. I'm VERY skilled in excel.
Thanks for everything!
-Ryan H.
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
I have access to Drake tax software and Quickbooks currently. I'm VERY skilled in excel.
Thanks for everything!
-Ryan H.