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 about PCPS, check out our membership information or sign up for a free web tour.

Note: If your podcast app does not hyperlink to resources, visit https://aicpasmallfirm.libsyn.com to access show notes with direct links.

SFP 74: What a CPA learned starting his own advisory firm