r/CFP•
Spirited-Yak-8601

Adding a CPA

Practice Management

Does anyone here have experience adding a CPA to their firm?

What specific compliance and liability hurdles did you have to jump over? I know have solid engagement letters, E&O, and Cyber liability are needed but what am I missing?

Do I as the employer need to hold their license even though they will not be preparing tax returns?

Advice welcome!

Posted Mar 5, 2026, 7:54 PM UTC

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