ONB-002 Practice Stage

What best describes where you are right now?

This first setup choice defines the persona lane and primary platform domain before the app asks about goals, clients, or operating pace.

Onboarding progress

Step 2 of 10

Why this matters

This answer establishes the setup tone, workspace template, and first domain priority. It should not be duplicated in signup or re-asked under a different label later.

Academy Pro

CPA Board Candidate

Learner preparing for CPALE with readiness scoring, mock exams, mistake repair, and evidence.

Career

New CPA

Bridge persona moving from credential readiness into first services, income, and professional identity.

Career

Career Professional

Career-focused professional tracking accreditation, CPD, learning progress, and goals.

Practice

Freelance CPA

Individual practitioner building service packages, clients, documents, deadlines, and first engagements.

Practice

Solo Practitioner

Mature solo workspace with clients, books, growth, SOPs, specialist work, and monetization.

Practice

Small Firm

Team-based firm with roles, review control, SOPs, analytics, and service delivery.

Session note

No onboarding session exists yet. Continuing from this step will create one and persist the selected answer.

Choose the closest fit

Prospective CPA

You are still in school, in review, or not yet practicing independently and need a prep-first path.

Academy Pro

New CPA

You recently passed and want a guided path into first clients, first systems, and first recurring work.

Career

Corporate or private CPA exploring practice

You already have work experience but need a low-chaos way to test services outside your main role.

Career

Returning CPA

You are restarting after a pause and need a structured relaunch instead of a blank dashboard.

Practice

CPA with existing clients

You already have active client work and need the workspace to support delivery, documents, and deadlines.

Practice

CPA ready to scale

You already have traction and want systems, delegation, and a more repeatable operating model.

Practice

Back to welcome

This answer will be saved to the current onboarding draft.