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Your Why, Your Way: Becoming an Accounting Entrepreneur

YOUR WHY, YOUR WAY: BECOMING AN ACCOUNTING ENTREPRENEUR

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 17, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

While working for an accounting firm or employer provides stability and structure, venturing into entrepreneurship unlocks a world of possibilities—and presents its own set of unique challenges. In this session, Questian Telka will guide you through the essential considerations for making the transition from firm employee to business owner. You’ll delve into the processes of selecting the right technology, finding your ideal clients, and strategizing for sustainable growth. Most importantly, you'll learn how to define your "why," the driving force behind building a purposeful and thriving practice.

Whether you're at the early stages of contemplating the leap or already navigating the first steps of entrepreneurship, this session will provide invaluable insights from Questian's journey to launch a successful firm. You’ll walk away equipped with practical strategies and a clear roadmap to ensure your business flourishes.

Learning Objectives:


  • Determine the deeper motivations behind your entrepreneurial path, enabling you to create a values-driven business that not only stands out in the marketplace but also keeps you aligned with your long-term goals

  • Describe how to develop a comprehensive, step-by-step plan to establish your own accounting business with clarity and confidence

  • Define the legal, financial, and operational aspects—along with the often-overlooked details—crucial to successfully shifting from employee to entrepreneur

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Questian, owner of ReQoncile Financials, has been providing bookkeeping services and solutions to a variety of clients for 15+ years. She finds great joy in getting small businesses off the ground and helping people gain greater control over their finances. Questian enjoys working with her diverse clientele and being entrusted with their business finances so that they can focus on what brings them the most joy: building their businesses and watching them flourish!

Most recently Questian has been working as the Director of Finance and Administration at a local non-profit. Prior to her time at the non-profit, she worked for many years in Operations at Deloitte. 

Questian is a licensed Certified Public Bookkeeper, QuickBooks Advanced Certified Pro Advisor, and an Enrolled Agent licensed to practice in front of the IRS. She is a member of both National Association of Tax Professionals and the National Association of Enrolled Agents. Her extensive experience in the financial realm allows her to offer a variety of bookkeeping and financial services to owners of small businesses and non-profits.

About Our Sponsor

Billcom
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.