Friday, August 2, 2019


Take Initiative - CPA Exam
 
Last week I attended a CalCPA event for the Young and Emerging Professionals.  Although I am not young in my career in public accounting, I still like to attend these events to see what they are like and to meet people that are just entering the field.  At the event I met a young lady and was able to exchange contact information.

I followed up with this young lady yesterday to see how she was doing and to check if she had any questions that I could answer.  We discussed sitting for the CPA exam and I recommended that she contact the California Board of Accountancy to start the application process.  I explained that it would take a while for the application process to be completed.  In addition to submitting an application she would also be required to contact her previous schools and request transcripts be sent as well.  It was going to take a while for her to receive a Notice to Sit.  I suggested that instead of waiting until she was ready to schedule, she should inquire now. 

She took my advice.  I received an email later advising me that she had contacted the California Board of Accountancy and started the application.  She was in the process of requesting her transcripts be forwarded as well.  The interesting part of this story is that she said she had attended other events that reviewed your transcript and advised what classes you would need to take to sit for the CPA exam but she never knew the process. 

My recommendation to anyone that is studying accounting and considering taking the CPA exam, go to the California Board of Accountancy website at www.dca.ca.org and become familiar with the requirements and the process for licensure.  There is a tab for applicants and a wealth of information to assist you in the process.  I always tell people regardless of what they are doing, start researching and learning about the process.  You want to be proactive and the more you research the more you learn.  You cannot depend on other people to tell you everything, you have to take some initiative.   

I commend this young lady for listening to my advice and I look forward to hearing about her process and success and she completes the requirements to become a Certified Public Accountant.

 

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