7. Naming, Branding, and Becoming Official: A Detailed Look Into How We Started Our Firms

Firm Owner
Written By Leah McCool

Welcome to Episode 6 of The Accounting Edit podcast!

In this episode, Leah and Aminder walk through the journey of naming their firms, building meaningful brands, and making their businesses official. They share personal stories behind the names Orca Accounting and Sequoia CPA, talk about how branding goes far beyond logos, and break down the legal steps every business owner needs to take when getting started. If you’re launching your firm or rebranding an existing one, this episode is packed with insights and inspiration.

Takeaways

• A meaningful business name can create emotional connection and stand out in the market.

• Nature-inspired names helped both hosts reflect their values and local roots.

• Branding includes visuals, voice, tone, and client experience, not just a logo.

• Canva is a powerful tool for building brand consistency and creating content.

• Checking name availability for legal use, domains, and social handles is essential.

• Investing in your website and brand from the start can differentiate your firm.

• Your website is your storefront, so make it feel welcoming and aligned with your brand.

• Legal steps include forming an LLC or PLLC, filing Articles of Incorporation, and getting an EIN.

• Business registration requirements vary by city and state.

• It’s okay to ask for help from a lawyer or accountant when setting up your firm.

We can’t wait to hear what you think!! Thanks for listening.

— Leah & Aminder

Contact

Website: TheAccountingEdit.com

Leah’s Links:

Aminder's Links:

Leah McCool
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6. Payroll and Taxes