Build a compliant, profitable CPA practice from entity choice through pricing, tech, and attest quality controls
5 sections · 8 lessons
Define a compliant CPA firm model, then choose an entity and ownership structure that fits majority CPA ownership, governance, and state board registration rules.
3 lessonsBuild a service catalog and niche thesis, then compare hourly, fixed-fee, value-based, and subscription pricing against margin, capacity, and risk.
2 lessonsDraft engagement-letter terms and risk controls that align scope, deliverables, limits, and dispute handling with professional liability realities.
1 lessonSpecify the firm technology stack, security controls, and operating governance needed to support daily work, client demands, and peer review.
1 lessonImplement a scalable SQMS No. 1 quality management system for attest engagements, including risk assessment, monitoring, documentation, and remediation.
1 lessonStarting a CPA firm begins with a business model that fits ethics rules, state board limits, and ownership requirements. This course helps CPAs shape a practice that can register correctly, choose services with discipline, price work sensibly, manage engagement risk, and build the operational controls needed to grow without breaking professional rules. It is aimed at CPAs launching or expanding a firm who want practical decisions, not theory.
The course covers firm structure, ownership, and state board registration requirements, then moves into service selection, niche focus, and unit economics. It also covers pricing models, engagement letters, liability controls, technology and security, and quality management for attest work under SQMS No. 1.
From project managers and operators to founders, analysts, and teams adopting AI, Fenzo is for people who want to get better at the work they already do.
Anything from using AI for project planning and analysis to improving workflows, decision-making, communication, and delivery. If you can describe the skill or task, Fenzo can build a course around it.
Yes. Tell Fenzo what you do, what you’re trying to accomplish, and where you’re stuck, and Fenzo will shape the course around your role, your goals, and the work you actually have to do.
No. Fenzo adapts to your starting point, so you can begin with the fundamentals or jump straight into more advanced work.
Yes. Fenzo for Business puts the whole team on one plan — shared seats, courses you can assign, and reporting on who has finished what.
See Fenzo for BusinessYou start by describing your goal or taking a short skill benchmark. Fenzo uses that context to identify gaps and shape the learning experience around them.
Yes, Fenzo works in your mobile browser.
Something to operate in every section.
Three findings from decades of learning research shaped how every Fenzo lesson is built.
Average pass rate · Freeman et al., PNAS 2014
What the science says
Students in lecture-only classes are 1.5× more likely to fail.
How Fenzo does it
Every Fenzo lesson is interactive. No passive reading or watching, ever.
You work through itAI does it for you
Skill retention over time · with vs. without practice
What the science says
Offloading thinking to AI erodes the very skills you’re trying to build.
How Fenzo does it
Fenzo makes you do the thinking — guided, but never done for you.
Retrieval practiceRe-reading
Long-term recall · retrieval vs. re-reading
What the science says
Recalling information beats re-reading it for building durable understanding.
How Fenzo does it
Lessons weave in quizzes and recall prompts, so it sticks.