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Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know Webinar


July 27
10:00 a.m. - 12:00 p.m.

CPE Credits



PICPA Member: $89 | Nonmember: $114

 More Information

Course No.
General familiarity with accounting and business principles
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.


Starting and owning a small business has often been referred to as the “Third Pillar of Wealth,” right behind investments and owning real estate. Essentially, all businesses start off as “small businesses.” Small businesses, however, require a large amount of preparation in order to successfully launch and grow. Starting a business requires the owners and managers to address a host of issues, including an understanding of applicable laws, appropriate financing, staffing requirements, marketing, liability protection, and many more. This course provides a broad overview of the critical issues business owners, as well as their professional advisors, must consider when starting and growing a small business. There is extensive research regarding best practices in this area, and this webinar is intended to distill down such information and focus on what is critical to get a small business up and running as seamlessly as possible.


  • Understanding the time commitment required to start and run a business
  • Selecting a corporate structure to protect your personal assets
  • Building your product or service
  • Sales and marketing in your business
  • Establishing your owners, investors, managers, and employees
  • Accounting, recording-keeping, and other software programs
  • Leases, contracts, and employee agreements
  • Protecting intellectual property
  • Insurance
  • Business plans
  • Financing
  • Market position


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