Post Published: November 17, 2022
Name: HaskellWhite CPA Speaker Meeting
Speaker Meeting Date: October 04, 2022
Introductions - Who We Are
Regional Firm founded in 1988
Our industries include Real Estate, Life Sciences, Medical Devices, Technology, Manufacturing, Distribution, and Non-Profit
Tax Planning and Preparation, Audit and Assurance, Transaction and Business Advisory
Culture of Flexibility and Life-Work Balance
Creating a Network of Colleagues
Having a presence on LinkedIn is very important
Be cautious about what you post on your social media channels
Utilize the knowledge of colleagues and superiors when possible
Find a Mentor!!! - Maximize potential!
Developing Beneficial Habits
Consistency
Focus your attention
Manage your stress
Being punctual
Respect deadlines
Be proactive
Admit mistakes
Be selective when choosing a firm to call home
Ask recent graduates what they like/dislike
What to consider:
Training
Professional education and development
Help with CPA Exams
Flexibility and reputation
Benefits package
Team that you will work with
Management at the firm
There is more to consider than salary
CPA Exam Requirements and Changes
To sit:
At least 120 with Bachelor’s
24 business, 24 accounting
To become licensed:
Bachelor’s with 150 units
24 business, 24 accounting, 20 accounting study, 10 ethics
Core-Plus-Discipline model in 2024
18 month rule
New Exam requires accounting, auditing, tax, and one discipline
Business analysis & reporting (BAR)
Information systems & controls (ISC)
Tax Compliance & regulation (REG)
Using Time Outside of Work for Yourself
Healthy eating, better habits
Time for family and friends
Disconnect from work
Tips for starting out
To grow you have to fail, and to daily you have to try
Best way to learn is to apply
Excel
Communication with team and clients
The Haskell & White Difference
Thorough PDC Process and Career Advancement
Attentive Training
Casual and fun environment
Focus on broad spectrum of engagements and industries
CPA Exam and certification program
Advanced degree assistance