[Anonymous]

I’m not sure exactly what to do. I am in Colorado where it is still possible to do education in lieu of experience. You can also work for a CPA doing accounting work for 1800 hours within the last 5 years.

I have my master’s degree and so I am going to try for the education path. If for some reason I’m missing a class or something I’m trying to go the experience route.

I’ve been the Assistant Controller at my company for almost 6 years. I close the books and create financials, I do variance reports, I keep an AR, I do a bunch of treasury work, I did all the work for selling a subsidiary, I check others people’s work, I do reconciliations. I deal with auditors and I do regulatory work for our broker dealer. To me this is very clear accounting experience. I got a new Controller (CPA) a year and a half ago and have been under her doing this same work and more for that entire time. I feel that the experience that I have had under her works for the experience requirement but she wants to have me be there for another year under her after I pass the exams before she will sign off.

Is this right?

If push comes to shove, I can go to my old boss, also a CPA that I had prior to that which is still in the 5 year window but I would like to avoid that if possible. How should I handle this? Best result is the education comes through but what do I do with her?

[MintsRGood]

That is complete and total BS that she won't sign off on your experience. She should watch her karma!!!! This is a ploy to keep you on staff and from possibly being promoted over her down the line. Invite your old boss out for a nice 3 martini and steak lunch, have them sign off, and pick up the check.

REG: 75 DONE 🙂
AUD: 61, 71, 68, 92 DONE 🙂
BEC: 76 DONE 🙂
FAR: 72, 74, 79 DONE 🙂
Licensed Michigan CPA 🙂
-Some people dream of success...others wake up and work hard for it!!!
-The cowards never start and the weak die along the way!
-You better work, b***h!
-Only those who dare to fail greatly can ever achieve greatly.-JFK

[MintsRGood]

That is complete and total BS that she won't sign off on your experience. She should watch her karma!!!! This is a ploy to keep you on staff and from possibly being promoted over her down the line. Invite your old boss out for a nice 3 martini and steak lunch, have them sign off, and pick up the check.

REG: 75 DONE 🙂
AUD: 61, 71, 68, 92 DONE 🙂
BEC: 76 DONE 🙂
FAR: 72, 74, 79 DONE 🙂
Licensed Michigan CPA 🙂
-Some people dream of success...others wake up and work hard for it!!!
-The cowards never start and the weak die along the way!
-You better work, b***h!
-Only those who dare to fail greatly can ever achieve greatly.-JFK

[mla1169]

I absolutely, positively 100% guarantee that she will not sign off on your experience a year from now.

And you don't “owe” your old boss anything for signing off on you. He's signing his name, not paying off your college debt.

FAR- 77
AUD -49, 71, 84
REG -56,75!
BEC -75

Massachusetts CPA (non reporting) since 3/12.

[mla1169]

I absolutely, positively 100% guarantee that she will not sign off on your experience a year from now.

And you don't “owe” your old boss anything for signing off on you. He's signing his name, not paying off your college debt.

FAR- 77
AUD -49, 71, 84
REG -56,75!
BEC -75

Massachusetts CPA (non reporting) since 3/12.

[calicpa]

Isn't it a violation not to sign off on someones hours if they are eligible to? I remember reading that somewhere on here before. You may be able to report her to the board if she doesn't, maybe it's a state by state thing.

BEC - 84, 4/6/13
AUD - 77, 5/28/13
REG - 83, 4/12/14
FAR - 83, 10/3/13

Ethics - 90% 4/24/13

150 unit education requirement met!
Work experience met!

[calicpa]

Isn't it a violation not to sign off on someones hours if they are eligible to? I remember reading that somewhere on here before. You may be able to report her to the board if she doesn't, maybe it's a state by state thing.

BEC - 84, 4/6/13
AUD - 77, 5/28/13
REG - 83, 4/12/14
FAR - 83, 10/3/13

Ethics - 90% 4/24/13

150 unit education requirement met!
Work experience met!

[Author]

Replies