[titoav15]

Hi guys,

I’m looking for a second opinion here. I have passed my cpa exams but still lack 6 months of experience (according to NY guidelines). I only did public for about 6 months before deciding it was not for me. My company hired a new controller and this person is my direct boss. She tells me that the work that I do on a day to day does not qualify as “cpa work experience” here is my day to day and monthly reposibilities:

AP processing from start to finish
Vendor inquires and such
Preparing check and wire runs. I.e. Set up wire templates so the controller just reviews the wires to invoices and releases the wires. Same for check run, I print the check and make a check detail report.
Adhoc reports for managers etc.
Month end duties such as account reconciliations(cash, fa, prepaid, deposits, cc, notes payable), making and posting JE.

There might be a few items I left out…

My boss says that cpa work experience level is more GL work than I currently do and preparation of FS, which I don’t do. Are they pulling a fast one on me or am I wrong?

I thought I would qualify under this experience;(this is pulled from NY form 4B)
Bookkeeping Services and Internal Financial Statement Preparation: Preparing books of original entry, preparing payrolls, checks, and posting to subsidiary ledgers. Posting to the client’s general ledger in connection with preparing financial statements should be classified as bookkeeping services. Providing general accounting services to an employer or client is considered bookkeeping.

Thanks for your input!

AUD - PASS

FAR - PASS

REG - PASS

BEC - PASS

BEC: 5/21/14 82! PASSED HALF WAY THERE!
FAR: 4/2/15 80! Almost there!
AUD: 69, 74, 4/3/14 81! PASSED
REG: TBD

[Bourne]

Yes, that is sufficient for work experience. I'd show your boss the rules and if she still doesn't want to sign off, look for a new job.

AUD- 82
REG- 86
FAR- 86
BEC- 88

[kay]

That sounds like bookkeeping, without reading all of New York rules are they saying bookkeeping does or doesn't qualify? In Oregon bookkeeping isn't explicitly excluded as qualifying experience but it might as well be because they do explicitly stated that you must perform non-routine, analytical type accounting work. In some was it stinks that Oregon doesn't have a strict time requirement but at the same time having to write a narrative helps determine if you've met the subjective experience requirement.

AUD - NINJA in Training
BEC - 91
FAR - 77
REG - 78

You'll never succeed if you never try.

[titoav15]

@kay Yes, NY qualifies bookkeeping as experience. Thanks for the responses guys! That's what I thought that it should qualify!! I don't get what is going on here. I guess I should show the form? Should I call NY board and ask if this qualifies as the experience? I do t understand why they would hesitate to sign off, even if this experience gets rejected I don't understand how this can put the person that signed off on the experience in a bad spot?

AUD - PASS

FAR - PASS

REG - PASS

BEC - PASS

BEC: 5/21/14 82! PASSED HALF WAY THERE!
FAR: 4/2/15 80! Almost there!
AUD: 69, 74, 4/3/14 81! PASSED
REG: TBD

[titoav15]

I should check MA rules since this person has MA cpa and I work in MA. Maybe this person is thinking of MA rules rather than NY…

AUD - PASS

FAR - PASS

REG - PASS

BEC - PASS

BEC: 5/21/14 82! PASSED HALF WAY THERE!
FAR: 4/2/15 80! Almost there!
AUD: 69, 74, 4/3/14 81! PASSED
REG: TBD

[Bourne]

If you work in MA you can't get a NY license. Someone correct me if I'm wrong but working in one state and getting the license in another doesn't make any sense to me.

AUD- 82
REG- 86
FAR- 86
BEC- 88

[kay]

Yeah that sounds like experience then. I'd check MA rules just to see if maybe she's basing it on those. I'd also check to make sure you dont need a NY CPA to sign off. Not sure if that's even a thing or if the person must be active in the state your trying to get licensed in or if being active in any state is OK.
Also do you keep a tracking sheet of job tasks and achievements? If not maybe start that way you can say, I've done xyz that shows competency in work paper preparation that is explicitly required by the new York board of accounting. Or whatever examples they give of things you should have experience with. Make a case for yourself and if she still refuses ask how you can get the skills required to get licensed. Her response will tell you if she's willing to help or, or if you should find a new job somewhere that will.

AUD - NINJA in Training
BEC - 91
FAR - 77
REG - 78

You'll never succeed if you never try.

[titoav15]

@bourne from my research it is ok to get experience from another state, also it is ok to have experience signed off by a non NY cpa. The rule is it just us to be a US CPA.

Thank you for the advise, something to look into then!

AUD - PASS

FAR - PASS

REG - PASS

BEC - PASS

BEC: 5/21/14 82! PASSED HALF WAY THERE!
FAR: 4/2/15 80! Almost there!
AUD: 69, 74, 4/3/14 81! PASSED
REG: TBD

[Accounting Adam]

Similar boat. I'm doing a lot of the similar tasks on a day to day basis. I feel like if you can get a CPA to sign off on it then you'll be good. If not, hurry and find a new job!

AUD - 87
BEC - 79
FAR - 76
REG - 75

Good Luck!

[Tncincy]

Bless your heart, if it's not one thing it is the other. Your state can guide you, submit the descriptions to your state and they can tell you if you need someone else to sign. If the person you are working with is unwilling to sign for other personal reasons (it can't be work) then just move on and get someone else. You've worked too hard for foolishness or childish games.

It begins with a 75
Been here too long as a cheerleader.....time to pass

It begins with a 75
Been here too long as a cheerleader....ready to pass

[titoav15]

Thank you all! I will get in touch with state and ask… let's see what they say.

AUD - PASS

FAR - PASS

REG - PASS

BEC - PASS

BEC: 5/21/14 82! PASSED HALF WAY THERE!
FAR: 4/2/15 80! Almost there!
AUD: 69, 74, 4/3/14 81! PASSED
REG: TBD

[Author]

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