[kellycpa87]

Hi everyone,

Hope all goes well for you guys!

My name is Kelly and I am new to the forum. I am kindly seeking your help as I have encountered a problem with getting my boss to certify my general experience. Currently I am working for a government agency.

My boss rejected to sign off my general experience request verbally. Upon my request, my boss put the reasons in a written response for his basis to refuse my request. In one of the copies that he mailed to California Board of Accountancy, he stated that my work performance was not in compliance with applicable professional standards, particularly in the area of due professional care as defined under the Code of Professional Conduct, due to the following reasons:

1. Lack of technical skills

2. Lack of analytical skills

3. Lack of initiative to tackle complicated issues

4. Lack of planning and time management skills

He stated that he rejected my request based on his comments on my annual evaluation report and he hoped the Board would support his decision.

I had conflicts with him in the past and I knew he was intentionlly to impeding my certification progress.The evaluation report was brought up to me after I requested for my experience certification.

Saying my work performance lacking in compliance with applicable professional standards is a fairly serious charge to me as a professional and I have to defend it. Because I don’t want the Board to leave any negative records for me based on his comments. I am thinking if I should hire a lawyer to represent me to sue him for defamatory and to file a complaint to the enforcement division.

Any advise from you guys to fight against this unfair statement will be much appreciated!

Respectfully,

Kelly

[MassiveDynamic]

“My boss had a history of not certifying my other coworkers but none of those people take it to the Board. That made him in very confident in refusing to sign off people.”

Interesting – I wonder if through this action, he's put his own license in jeopardy. (hope so)

The CBA is going to see that this one CPA has had multiple candidates working under him, people that he has hired and supervised, and he has not felt that any of them were eligible for certification. Not a one?

Common denominator alert.

Also for goodness sake, California has such a CPA shortage that they just cut the application and reapplication fees in HALF. I can't imagine the CBA being too supportive of CPAs keeping potentials from certification.

B 85 Aug 2015
A 81 Jan 2015
R 78 May 2015
F 76 Jul 2015
DONE!!

[ScarletKnightCPA]

This really makes me mad espcially the fact that this sort of thing happens far too often. People using their established position to hinder and hurt others who put in a lot of hard work because they are not one of the inside crowd and they don't want them to succeed.

Far: 76 (Wiley Test Bank)
Aud: 77 (Wiley Test Bank)
Reg: 61, 76 (Wiley book, Wiley Test Bank)
Bec: 86 (Wiley Test Bank)

MBA in progress

[Anonymous]

If you are still on speaking terms with the jerk (I'm being polite because I don't know him) then sit down with him and ask him “Why didn't you teach me what you were supposed to teach me?” Frankly, IF you are any of the things he says you are, then it's partly his fault for not mentoring you properly. I'm assuming he knew you were sitting for the exam so he should have known what you were going to need. He's probably just a d-bag and this won't do any good, but it may make you feel better to watch him squirm for a little while.

[ScarletKnightCPA]

That's not going to work. He'll deflect any blame. If this position is entry level then there should be increased mentoring. Entry level is obviously not going to be at the same level of someone with a couple years of experience.

Far: 76 (Wiley Test Bank)
Aud: 77 (Wiley Test Bank)
Reg: 61, 76 (Wiley book, Wiley Test Bank)
Bec: 86 (Wiley Test Bank)

MBA in progress

[005]

what an a-hole

BEC - ✔
REG - ✔
AUD - ✔
FAR - 11/29/14

CPAExcel, Ninja MCQs, and a sh*t ton of coffee

[Skynet]

Ok Kelly, this is what you do to make him sign off.

1. Hire an male actor who is willing to kiss another guy.

2. Find the watering hole that your boss likes to hang out and be there with the male actor that you hired.

3. Make sure to bring a good camera or have a phone with a good camera.

4. Have the actor kissed your boss and make sure to snap as many unflattering photos or capture it on video.

5. Threaten to expose it to his wife if he does not sign off on your experience.

[nicole2035]

Hi Kelly, can you talk to the board and ask for clarification on superior?

I talked to my board in my state (and anyone can object if they feel this is incorrect) but they told me that the person to sign off on my hours doesn't have to be what you and i would consider a ‘direct' manager. As in lets say you work in the accounting department, in that department is your accounting managers, the director, the controller, some CFOs of various entities and the CEO of your overall company. If you work for an accounting manager, any of the people above can sign off. It's not a matter of ‘that is the person who hires or fire you' because technically any of those people above can probably fire you. I know my manager hired me to work primarily under her, but if i ever had a discrepancy, i'd need to go to my accounting director or controller. So they to are a manager of me and are appropriate to sign off. At least that's how it was explained to me. I was also told because i work for directly for different legal entities that are owned by my company, those CFOs i report to are also managers or mine

[kellycpa87]

Hi Nicole,

Thanks for your reply. I understand that in order to get certified in California, you don't need to work directly under a CPA. The department Chief, CEO, whoever is a CPA, can sign you off if they are willing to do it.

However, our office has an unfriendly culture in regards to CPA certification. Our Chief stated the certification process would be the matter between me and my CPA manager and she did not want to get involved.

[kellycpa87]

Skynet,

You are so funny!!. The problem is I am not sure if my boss has a wife as we rarely talked about personal life. Best try tho 🙂

[nicole2035]

@kellycpa87 i can actually see why that would happen because their loyalty is to your manager, not you. I can't believe how unhappy your company has to be to suppress it's young people from achieving their license. You worked for those hours. I'm so sorry you have to go through this

[Author]

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