[Anonymous]

Hello MCLKT and everyone else!

This is sort of related to a different thread…I only have 2 yrs experience in accounting (public) and I want to know how one should properly document the value one adds to the firm.

Readdddyyyy?….GO!

[MCLKT]

Save emails praising your work from clients, coworkers and superiors.

If you have had a review in your first 2 years, they may have set specific goals for you. Keep track of what you have done to meet those goals. Better yet, exceed them and show that.

I think public is different than industry as far as career track and advancement works. There may not be much room to advance outside of the set path.

🙂

A:[73]97 F:[74]85 R:86 B:[74]82
*NINJA 10 Pt. COMBO & Yaeger*

[SeattleAccountant]

Keep a binder of things you can do (reports, etc.), trainings you've gone to, certifications, personal achievements relevant to accounting (publishing paper, etc). Type up a list of things you do consistently and excel at; these should be very specific to your position and company.

Back in undergrad, I was advised by one of my advisors to keep a binder representative of work i'm able to do and later on, to add things as I gain more experience. It had served me well. It is very helpful for annual reviews but even more so for new interviews.

Becker Class of Jan - Aug 2013: FARB DONE!!!!
CPA license pending 🙂

[smp73]

If there are opportunities to take on additional work or special projects do so and keep a record or add them to the previously mentioned book.

NYS CPA License # 113563
CIA: Done as of 2/15/14

Training for a half marathon post studying!

[MCLKT]

Yes! Seattle/SMP the Career Portfolio! I had to put one together in my high school General Business course, lol. That's basically what I was recreating when I went in for a review, and it was very handy when I was interviewing for new positions.

A:[73]97 F:[74]85 R:86 B:[74]82
*NINJA 10 Pt. COMBO & Yaeger*

[littlenumberrobot]

@CPA4birthdaypresent – I don't mean to steal your thread, but I need help too! I am three years into public accounting and have never had a formal review. With my 2nd firm now and plan to ask for a review this summer. Would it also be good to especially point out my performance on new projects my boss has given me? I inherited a few clients from my predecessor and since arriving at the firm I've been given some of my own clients.

CA CPA - All because of the journey listed below
-----------------------------------------------------------------------
FAR - 53('10), 8/25/12 79 PASSED!
REG - 66('11), 69('12), 12/06/12 77 PASSED!!
BEC - 58('10), 74('12), 01/05/13 77 PASSED!!!
AUD - 43('11), 66('12), 69('13), 74('13) 7/29/13 85 PASSED!!!!!

(Combinations of Roger, Yaeger, Wiley Book, Wiley TB, & NINJA Notes)

Ethics 90%

[Anonymous]

I don't know what size firm you work for, but if it is a small firm, just take an unexpected sick week! They will learn quickly how much you do.

[ooguyx]

Ultimately, getting a better salary comes down to: negotiation. Plain and simple. Obviously pointing out your hard work and showcasing your accolades to your boss is one tactic, it isn't the only one and while it will work on some it won't work on others. The best thing anyone can do is read some books on negotiation. Maybe a basic one and a couple on sales negotiations etc.

Negotiations is a great skill to have.

REG - 5/23/13
FAR - 7/15/13
AUD - 8/16/13
BEC - 8/31/13
Can I do it in 3 months?

[Author]

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