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Resources for starting an accounting firm

The most popular templates, forms, and guides for going out on your own, plus stories from firms that started where you are, in one download

Get your accounting firm ready for its first clients with the most popular resources for new firm owners. This guide consolidates the best 8am articles, templates, and forms in one place, grouped by use case, so you can go straight to what you need.

Inside, you'll find everything from payment solutions built for solo and small accounting firms to templates and forms for intake and invoicing, plus tips for improving margins and growing your firm.

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Key takeaways

  • Follow the ultimate guide to starting a firm and see how the best-run firms operate

  • Choose the right payment solution and build client trust with a cybersecurity checklist

  • Put templates and forms to work for intake, invoicing, and payments

  • Control cash flow, improve margins in 7 steps, and grow with 5 strategies

  • Get inspired by stories from firms that started where you are, including one that grew from a solo tax practice into a multi-service enterprise

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