| 1. Employment Profile: What exactly does a CPA do? |
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What field is your job in?
accounting
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What is your job title?
CPA
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Please provide a brief description of the firm or organization that you currently work for
(size and general description of what type of organization it is)
An accounting firm of 5 people that serves the needs of other companies in a variety of industries.
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How long have you been employed in this position?
5 months
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How many hours do you work a week on average?
40 hours
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Please provide a BRIEF description of your duties and responsibilities. (job description)
I audit the financial statements of our clients.
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What was your gross income last year? Please include any bonuses or incentives received.
$48,000
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What is your expected gross income for this year? Please include any bonuses or incentives you expect to receive.
48000
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Please
list any benefits you have (Please include number of weeks vacation,
sick leave and type of health insurance, retirement plan 401k)
health insurance only
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Do you feel you are under/well/over compensated at your current position?
under compensated
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| 2. Work environment! |
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Does
your job entail you working with others on a daily basis? Is this
something you like/dislike about your job? Explain
I work with others on a daily basis, but I enjoy it usually because it makes the day go by faser.
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Do you work collaboratively with supervisors/managers?
Yes
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Do you work collaboratively with your co-workers?
Yes
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Describe
your work location (e.g., office, home, theatre, in the field) and what
you like/dislike about working in it
Small office within a complex with approx. 10 other offices for small business, typically service oriented. I hate walking across the parking lot in the dark.
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Please rank in order of importance from 1-8 (1- most important 8- least important) Assign each number once.
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1 Income
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4 Work Environment - co-workers
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5 Work Environment - supervisors
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2 Benefits
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7 Hours
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6 Level of responsibility
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3 The actual "work" you do at your job
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8 Job Title
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3. How should someone new to the workforce get a J-O-B like yours?
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If someone wanted to go about getting a job similar to yours, what would you recommend for him or her to do?
Pass the CPA exam after graduating from college.
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What
skills do you think a person should have if they want to pursue a
position like yours? Please be specific and explain why (e.g., social
skills, organization skills, technical skills)
Should be computer literate, posses technical skills regarding accounting practices all companies abide by, and be able to interact with the client's management.
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Do you feel that you need a certain level of education or training to be successful in your job?
Definite must have a 4 year college degree in accounting
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What advice would you give to someone who was about to start work in your position/ line of work?
Don't limit yourself to working in a specialized field at first.
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| 4. How did you get your J-O-B |
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How did you find your current job? (e.g. newspaper, internet, referral, etc.)
newspaper ad
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What
was the application process for your job? (e.g. submitted resume, paper
application, electronic application, all, etc.)
submitted resume
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Did
you have to interview for your current job? If yes, what did the
interview process entail? (e.g., number of interviews, who you
interviewed with, group interview, individual interview, etc.)
I interviewed once with the owner and the owner's daughter who also worked their. They described the job and wanted to know if it was something I would like to do.
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If you can remember, what questions were you asked at your interview?
If I had experience with the low income housing industry. Whether I was a current CPA.
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Is this the job / field you planned to work in?
Yes
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If
your job is in a different field from your original plan how did you
get here? Explain (Plan can be from high school/college/post
college/personal plan)
I'm good with numbers so I did not ever change plans.
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| 5. Background: Are you qualified? |
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Was there training for your current position? If yes, what did it entail?
No
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Do you feel your employer properly prepared you for your job? Explain
Yes, by explaining what was expected during the interview and having me work as a team with two other people.
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Do you feel your educational background prepared you for your job? Explain
Yes, the level of accounting taught was adequate.
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If applicable, do you feel your internship experience helped you prepare you for your job?
Did not intern.
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Name of School |
GPA |
Type of Degree |
Graduation Date |
| High School |
N/A |
3.3
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N/A |
1982
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| College |
UMKC
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3.2
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BS Accounting
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1987
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| Graduate School |
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Starting
with the most recent, please list your last two positions/jobs before
your CURRENT POSITION. If you have held internships or volunteer
positions, please include those in the count. If you require more space, please use it.
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Type of Company |
Job Title |
Length of Employment |
Salary (with bonus) |
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Public accounting firm
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CPA
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5 months
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$48,000
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Description of Job
Audit of financial statements.
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Type of Company |
Job Title |
Length of Employment |
Salary (with bonus) |
| 2. |
Public accounting firm
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CPA
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13 months
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$48,000
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Description of Job
Audit of financial statements.
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| 6. The Future and Beyond (FINAL SECTION) |
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If someone were to observe you at work, what would he or she say is “fun” about your job?
Having my own office with a view.
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What
is (are) the most fulfilling aspect(s) and least fulfilling aspect(s)
of your current employment? (e.g. fiscal, spiritual, type of work,
hours, commute, compensation, etc.)
Most fulfilling: It's close to home. Least fulfilling: compensation
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Is your current employment part of your career plan? Why or why not?
Yes, I enjoy accounting
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What are your current career goals? (Can be broad or specific)
To learn more about the tax aspects of my clients.
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Is there anything else you would like to share about your career?
It can be brutal when clients don't cooperate with you.
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