Profiles, outreach and what the rules say about solicitation.
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How to find freelance accounting clientsWhere freelance accountants find work: firms, direct clients and referrals, and the AICPA rules on advertising, referral fees and confidentiality.
Overflow and busy-season work: how it worksHow overflow work is scoped and supervised, what the IRS extension does and does not cover, and when tax return information rules apply.
Using LinkedIn as a freelance accountantWhat to put on a professional profile and what to leave off, with the AICPA Code rules on advertising, titles and confidential client information.
Guide
US rule; elsewhere, check your own regulator
Draft
Working with firms as a subcontractorWhat AICPA Code 1.150.040, 1.300.040 and 1.700.040 require of a firm that uses an outside accountant, and what that means for you before and during a file.
Write a freelance accountant bio and headlineHow to write a one-line headline and a short bio from facts you can show, with title rules from the AICPA Code and a 60-word worked example.
Tutorial
US rule; elsewhere, check your own regulator
Draft
Join the CORAA reviewer waitlist
CORAA prepares audit files for US CPA firms. Reviewers are independent contractors who clear what the software flags, with evidence and a note, paid per file under a contractor agreement.
