PracticeGuru Learnings · Course
Starting Your Own CA Practice
Just got your certificate of practice, or thinking about it? Set up the practice step by step, avoid the costly early mistakes, and get your first clients the right way.
New courseFirst lesson freeCertificate
- 13 short lessons
- about 2.7 hours in all
- 6-month launch checklist and first-year budget (Word)
- for newly qualified CAs and new practices
7-day money-back guarantee: 100% refund if you ask within 7 days of paying.
What you will do
Each lesson ends with a "Do this today" box. By the last lesson you have a budget and runway, an office and software set-up list, a first-client checklist and a 6-month launch plan.
- Free Is your own practice right for you, now?A self-check, the first six months at a glance, and what this course covers. · 12 min
- 01 Alone, with a partner, LLP, or join a firmThe ways to start, and what each one means in ICAI terms. · 15 min 🔒 Paid
- 02 Getting registered: COP, firm name and FRNThe ICAI steps in order, and what goes on your letterhead. · 12 min 🔒 Paid
- 03 Your first budget and runwayOne-time costs, monthly costs, and how many months you can last. · 12 min 🔒 Paid
- 04 Bank, money and insuranceA separate account, simple books, a GST check and indemnity cover. · 12 min 🔒 Paid
- 05 Home office or shared spaceChoosing a first office, and the ICAI points on address and name boards. · 12 min 🔒 Paid
- 06 Software and hardware, free firstThe essential kit for a new practice, free and owned tools first. · 15 min 🔒 Paid
- 07 Your first clients, the ethical wayThe lines you must not cross, and the channels the Code permits. · 12 min 🔒 Paid
- 08 Taking on your first clients properlyKYC, written terms, UDIN and the checks a new practice forgets. · 12 min 🔒 Paid
- 09 Processes from day oneFive launch decisions and a checklist, even when you work alone. · 12 min 🔒 Paid
- 10 Working alone, or your first hireWhen to hire, who to hire first, and what to set up before they join. · 12 min 🔒 Paid
- 11 Peers, CPE and staying sharpPeer networks, CPE hours, and not being alone with hard questions. · 10 min 🔒 Paid
- 12 Early mistakes, and your 6-month launch planTen common early mistakes and a month-by-month launch plan. · 15 min 🔒 Paid
Who made this
The PracticeGuru team, who run OneClick Branding for thousands of tax professionals. Every ICAI procedure is shown as on the date checked, with a link to the source, so you always check the current rule.