Experience Verification

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    Topic
  • #2934315 Reply
    Pravi.iyer
    Participant

    Hi,

    I am in touch with a CPA (who is not my supervisor) to verify my experience. Montana’s certificate of experience format states:

    If the attesting CPA is not your supervisor, they must explain how they verified the experience. This should include a narrative of the steps they took to verify that the work they are attesting to meets professional standards and how they verified the hours

    1/ Does any one have a sample or template for the above. Appreciate it if you could share a redacted version.

    2/ Is the soft copy of the letter detailing the above steps required to be uploaded along with the license application package?

    Thanks in advance.

    Ps: At the moment, I am not interested in applying for NASBA’s verification.

    AUD - NINJA in Training
    BEC - NINJA in Training
    FAR - NINJA in Training
    REG - NINJA in Training
    Thanks.
Viewing 15 replies - 1 through 15 (of 27 total)
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  • #2947509 Reply
    monikernc
    Participant

    I am waiting for NASBA quality review to respond to my Montana application so I don’t know if it worked yet but…

    I am the tax paralegal at a law firm and prepare all estate, trust, gift, exempt and individual returns for our clients. I drafted a statement of all of my experience in detail and used Oregon’s KSA’s (search here for a link to them) as guidance to be sure I hit the necessary highlights. The statement was written in memo format from my attorney supervisor to my attesting CPA with a certifying statement that my supervisor signed in the presence of a notary. My attesting CPA then reviewed the statement and directed any questions to my supervisor that he felt necessary to be able to attest to my experience. He wrote up the steps he took to review my experience and included that statement with the Montana experience verification form which he signed.

    I have passed the first round of NASBA license review and should know in the next few days whether quality review is putting me through to the MT board with a positive recommendation. The board meets at end of March so I will know in a month.

    AUD - 93
    BEC - 82
    FAR - 76
    REG - 88
    How have you been?
    Ninja book and MCQs and the forum, all first try! 2016
    Licensed State of Montana April Fool’s Day 2020
    State of Colorado June 2020 - AICPA Ethics 93
    Experience was the worst part of the journey for me. You?
    If you want things to change you have to do something different.
    #2947518 Reply
    Pravi.iyer
    Participant

    Thank you Moniker for the detailed reply. Would you be able to share the redacted version of the letter that mentions the steps the CPA took to verify your experience?

    For instance I’m providing an experience certificate from my employer that states the areas I worked on over the past 3 years and the hours I spent. So I presume my CPA will state the fact that he obtained my experience certificates, timesheets etc. to support his attestation. I just want it to cover all bases so that I can get it right the first time itself.

    Good luck to you!

    AUD - NINJA in Training
    BEC - NINJA in Training
    FAR - NINJA in Training
    REG - NINJA in Training
    Thanks.
    #2947539 Reply
    monikernc
    Participant

    I will redact tomorrow and upload a screen shot

    AUD - 93
    BEC - 82
    FAR - 76
    REG - 88
    How have you been?
    Ninja book and MCQs and the forum, all first try! 2016
    Licensed State of Montana April Fool’s Day 2020
    State of Colorado June 2020 - AICPA Ethics 93
    Experience was the worst part of the journey for me. You?
    If you want things to change you have to do something different.
    #2948373 Reply
    monikernc
    Participant

    I just heard back from NASBA that my application has been forwarded to Montana State Board for final approval at the next full board meeting…..

    Good luck with yours:

    Attachment to Montana Certificate of Experience for _____________
    Attesting Statement from _________, CPA, as non-supervisor CPA
    I, _________, am a Certified Public Accountant (CPA,) actively licensed by the _______ Board of Accountancy, license number _______. I have been actively licensed as a CPA in ________ since ________. My license is due for renewal on __________.
    I have been a professional acquaintance of __________ since _______while we were both ___________.
    I have attained a thorough understanding of the work __________ has performed and to which I now attest. I have verified _____________ experience by obtaining a certified statement of her tenure, hours worked, responsibilities, duties assigned and completed assignments, from the attorneys who have employed her since _________, 2019, at the law firm ________________________, in ________. ______________, _________’s supervisor, has provided the statement and made herself available to respond to my inquiries regarding ___________’s experience. Having conducted a review of the certified statement prepared by her employer, I am satisfied that it accurately reflects the work performed by ___________ in the number of hours stated, and that her work meets the level of professional standards required for licensure as a Certified Public Accountant.

    Signature, _______________, CPA Date

    AUD - 93
    BEC - 82
    FAR - 76
    REG - 88
    How have you been?
    Ninja book and MCQs and the forum, all first try! 2016
    Licensed State of Montana April Fool’s Day 2020
    State of Colorado June 2020 - AICPA Ethics 93
    Experience was the worst part of the journey for me. You?
    If you want things to change you have to do something different.
    #2958062 Reply
    Pravi.iyer
    Participant

    Thank you. Much obliged!

    I will use this with appropriate modifications. Looking forward to any updates you can share about the process.

    Best,

    AUD - NINJA in Training
    BEC - NINJA in Training
    FAR - NINJA in Training
    REG - NINJA in Training
    Thanks.
    #2958143 Reply
    monikernc
    Participant

    You are welcome. I have been listening to the recorded minutes of past board meetings and they talk a lot about what they expect the experience verification statement and the steps to be followed – so I encourage you to listen to one or two to be sure your application reflects what they say they want. Note: the recordings did not work on my iPad – had to listen on a windows pc.
    They are working on changes to the Montana Rules to update the experience verification requirements.
    To find them go to the MT Bd of Accountancy website and click on Board Events, then scheduled meetings. They listed “recorded minutes”
    The March 31 agenda should be up next week and I am hoping my name is either on it or I have heard that my application is not “non-standard” as those you will hear in the recorded meeeting. I will dial in on March 31 if I am on the agenda.

    Good luck with your application.

    AUD - 93
    BEC - 82
    FAR - 76
    REG - 88
    How have you been?
    Ninja book and MCQs and the forum, all first try! 2016
    Licensed State of Montana April Fool’s Day 2020
    State of Colorado June 2020 - AICPA Ethics 93
    Experience was the worst part of the journey for me. You?
    If you want things to change you have to do something different.
    #2958146 Reply
    Pravi.iyer
    Participant

    WOW. Thanks for that info – I wasn't even aware of it.

    AUD - NINJA in Training
    BEC - NINJA in Training
    FAR - NINJA in Training
    REG - NINJA in Training
    Thanks.
    #2958173 Reply
    monikernc
    Participant

    Read through the written minutes for a meeting and look for any person's application that was tabled for another meeting – these were the one's delayed because the application and/or experience verification was not as expected.

    AUD - 93
    BEC - 82
    FAR - 76
    REG - 88
    How have you been?
    Ninja book and MCQs and the forum, all first try! 2016
    Licensed State of Montana April Fool’s Day 2020
    State of Colorado June 2020 - AICPA Ethics 93
    Experience was the worst part of the journey for me. You?
    If you want things to change you have to do something different.
    #2958197 Reply
    Pravi.iyer
    Participant

    That’s useful info. I will go through that as well.

    A couple of questions:
    1/ Do I have to attach the experience certificate received from my employer? (It is basically details of my responsibilities and hours spent on the organization letterhead)

    2/ there’s a section on Nasba application that states “CPA’s online verification” what’s the upload doc for that?

    AUD - NINJA in Training
    BEC - NINJA in Training
    FAR - NINJA in Training
    REG - NINJA in Training
    Thanks.
    #2958239 Reply
    monikernc
    Participant

    Once I submitted all my documents on NASBA's site my ability to view any application screens went away. I do recall that there was an upload for the experience verification form. The verification form “Certificate of Experience” is available on the left side of the screen under Montana Links (I can still see that.)
    I uploaded as one document my employer's certification of my experience, with the attesting CPA's verification statement (above example) – signed by that CPA, with a completed Certificate of Experience form, also signed by my attesting CPA as one document.

    AUD - 93
    BEC - 82
    FAR - 76
    REG - 88
    How have you been?
    Ninja book and MCQs and the forum, all first try! 2016
    Licensed State of Montana April Fool’s Day 2020
    State of Colorado June 2020 - AICPA Ethics 93
    Experience was the worst part of the journey for me. You?
    If you want things to change you have to do something different.
    #2958275 Reply
    monikernc
    Participant

    I did also upload a copy of my attesting CPA's license information from the CA state board's website. That might be what you are referring to. You can try to use CPAVerify but it does not work for all states.

    AUD - 93
    BEC - 82
    FAR - 76
    REG - 88
    How have you been?
    Ninja book and MCQs and the forum, all first try! 2016
    Licensed State of Montana April Fool’s Day 2020
    State of Colorado June 2020 - AICPA Ethics 93
    Experience was the worst part of the journey for me. You?
    If you want things to change you have to do something different.
    #2971244 Reply
    monikernc
    Participant

    My license was just approved by Montana board. WOOHOOO!!
    7 frikkin’ years. Almost 4 years since passing last exam….what a relief!
    Onto Colorado for reciprocity!
    Stay tuned!

    AUD - 93
    BEC - 82
    FAR - 76
    REG - 88
    How have you been?
    Ninja book and MCQs and the forum, all first try! 2016
    Licensed State of Montana April Fool’s Day 2020
    State of Colorado June 2020 - AICPA Ethics 93
    Experience was the worst part of the journey for me. You?
    If you want things to change you have to do something different.
    #2980988 Reply
    Ivy
    Participant

    Do they require any specific responsibilities? I am working in an accounting department, but I don't do taxes and any financial statements. Is it important what do I do at work or maybe a document (like above – only statement that he verified this) from CPA (who is not my supervisor) is enough?

    #2981036 Reply
    monikernc
    Participant

    Everything you need to know and do has already been said here, my friend. Good luck.

    AUD - 93
    BEC - 82
    FAR - 76
    REG - 88
    How have you been?
    Ninja book and MCQs and the forum, all first try! 2016
    Licensed State of Montana April Fool’s Day 2020
    State of Colorado June 2020 - AICPA Ethics 93
    Experience was the worst part of the journey for me. You?
    If you want things to change you have to do something different.
    #2985974 Reply
    monikernc
    Participant

    NASBA Quality Review has submitted my application to the CO Board. Missed the May deadline but on for June’s agenda. One more wait!

    AUD - 93
    BEC - 82
    FAR - 76
    REG - 88
    How have you been?
    Ninja book and MCQs and the forum, all first try! 2016
    Licensed State of Montana April Fool’s Day 2020
    State of Colorado June 2020 - AICPA Ethics 93
    Experience was the worst part of the journey for me. You?
    If you want things to change you have to do something different.
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