[Katie]

Long story short, I work for a medium-sized IT company (~300 EEs, ~50M/yr in sales), lack a formal supervisor, am the only formally educated member of our accounting team of three, and my boss/CEO wants to turn our books over to our CPA firm by 1/21/18. (We successfully closed Q3 in around 15 days)

I have REG scheduled for 1/16/18 and have been preparing accordingly for the past month, and this is necessary to keep myself on track. I’ve been managing well thus far, but I am afraid of burning myself out and totally bombing REG. Any suggestions or advice on whether or not to postpone?

AUD - 91

BEC - 4/21/18

FAR - 90

REG - 80

[Missy]

Thats fairly typical. My best advice is do whatever you can NOW to get ahead of the close. I've already been working for 2 weeks on accounts that won't have any activity over the next 2 weeks depreciation and such. Also if you're planning time off from work in the next 2 weeks, either maybe get ahead of the close or spend extra time studying.

Push it out if you feel more comfortable but it should be manageable.

Old timer,  A71'er since 2010.

Finance manager/HR manager

 

 

Licensed Massachusetts Non Reporting CPA since 2012
Finance/Admin/HR Manager

[Katie]

Thanks, Missy! That’s what my plan is; do as much as I can to get ahead of the game. This time last year, I was fresh out of college with a supervisor that was always behind the 8-ball so it’s hard for me to know what to expect sometimes. We didn’t close 2016 until mid-March. I think it’s safe to say there’s a good reason why he’s longer with the company!

AUD - 91

BEC - 4/21/18

FAR - 90

REG - 80

[Author]

Replies