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July 25, 2018
3:00PM - 5:00PM ET



Course Description

Starting your own accounting firm can seem like an unattainable task. Maybe you don't know where to start or who to contact. This course will provide you with a checklist of items to consider before you begin as well as steps to take to start your own accounting firm. The course begins with strategic questions you'll need to ask yourself to set the right foundation and then delves into actionable details, such as registering your practice with your state board. This course will open your eyes to what you need to do to go out on your own and how much money you'll need to do it.


Sandra Leyva

Sandi Smith Leyva is a CPA and holds an MBA in IT from the University of Dallas. She also holds a MS in Applied Cognition and Neuroscience. Sandi is the founder of Accountant's Accelerator, which has helped thousands of accountants earn more, work less, and serve their clients better through her innovative coaching and training services. Sandi is the author of 30 books and over 1,500 articles and has presented hundreds of educational programs. Over the years, Sandi had received numerous awards. In 2013 she received the 2013 Small Business Influencer Community Choice Award, was named one of Accounting Today's "Top 100 Most Influential People in Accounting," and was awarded the Stevie Women in Business Maverick of the Year Award. In 2014 Sandi received the Apex Award of Excellence and in 2015 was recognized as one of CPA Practice Advisor's Most Powerful Women. In 2016 Sandi was named a CPA Practice Advisor Top 25 Thought Leader. Sandi is one of a handful of women in the world who has co-piloted a six-seat, single-engine airplane over the oceans and around the world. Her book, Following Amelia: A Modern Day 'Round-the-World Flight, describes her death-defying adventure along with the two award-winning humanitarian trips she managed to fit in along the way. In her spare time, she loves hiking, traveling to remote places, and empowering women from poverty to prosperity through her nonprofit.

Course Specifics

Sep 18, 2017

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • List strategic questions to ask yourself to determine the type of firm you want to start
  • Identify startup details and tasks to execute to set up your accounting firm
  • Cite ways to build a trustworthy practice, including operations, customer service, marketing, HR, accounting, and IT
  • Cite the criteria needed to expend resources in the first year of operation

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