Oct 13, 2022
Launching an advisory firm after 20 years in public accounting requires courage, confidence and commitment. It also helps to get some business coaching and to focus on changing customer needs.
Those are some of the lessons Zack Ryan, CPA, shares in this episode of the Small Firm Philosophy podcast. The founder of Value Forward Advisory explains how meeting regularly with business owners on a fixed-fee basis has relieved workload congestion and produced much improved revenue and profit per client.
Resources from this episode
- Starting Your CPA Practice – Planning Checklist
- “On Your Own! How to Start Your Own CPA Firm (note: links to Amazon.com)
- Client acceptance evaluation tool
To learn more about Ryan, connect with him on LinkedIn.
This episode is brought to you by the AICPA’s Private Companies
Practice Section (PCPS), the home of small firms. To learn more
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