EDG2303P. Transitioning from Employee to Entrepreneur

Both Chris and Kelly started their own respective CPA firms in their 30s. They also went on to start SAAS companies after finding gaps in the marketplace. This session will cover the lessons they learned as well as things to consider, both good and bad, before you make the leap from employee to entrepreneur.

Learning Objectives:

• Identify skills in career pivoting and entrepreneurship.
• Distinguish hot to prepare for building a successful business by hearing the fortunes and misfortunes from two successful entrepreneurs.
• Identify the steps to take when starting your own CPA firm.
• Recall testimonials from multiple CPA entrepreneurs to gain valuable insight on career progression and business creation.