Checklist: Building a PFP business

This comprehensive checklist guides accounting professionals through the essential steps to build a successful tax and personal financial planning advisory business. It covers everything from selecting a business model and obtaining the CPA/PFS credential to legal structure, compliance, staffing, technology, client engagement strategies, and more. Designed as a practice tool and practical roadmap, it helps ensure readiness across operations, regulatory requirements, and service delivery to build a personal financial planning practice.