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HaskellWhite CPA Speaker Meeting

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

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