September 22, 2018

Be Prepared

cpa prepare busy season tax cut jobs act

A CPA’s Incomplete 2018 Busy Season Prep To-Do List

Cut holiday vacation short to read the Tax Cuts and Jobs Act. Implement “Tax Cuts and Jobs Act” charge code. Cram 40 hours of CPE into 4 days. Stare at children to remember their faces. Document rationale for becoming a corporation. Refill Zoloft prescription. Write farewell emails to non-profit clients. Stock up on bubble wrap. […]

How to Make the Most of Your Time Before Busy Season

To get your career conundrums addressed, email Rachel at [email protected] and your question may be featured on Going Concern.

Oh glorious November, you are so sweet to me. You give me a time of low billable hour goals, clients on vacation, and tons of admin hours. In a world of crazy deadlines and overtime, this month is like public accounting nirvana. 

Deloitte Auditor Recognizes Overachieving Intern’s Nauseating Enthusiasm, Responds Accordingly

There's nothing quite like an enthusiastic intern who wants to be prepared for their first day on the job. And when I say, "nothing quite like," I mean, "Nothing quite as barf-worthy." Make no mistake, the effort is appreciated young grasshoppers, but you should know that the senior associate or manager that you are corresponding […]

Things You Definitely Need to Take the CPA Exam

Rose from Sleep on CPA is still plugging away at the exam, but when I read her recent REG wrap-up, I noticed a funny bit she included about a fellow tester she encountered at Prometric:

I was so surprised to find a girl at Prometric who doesn’t even know what NTS is!!! She brought a print out of Prometric appointment confirmation. When a staff member was asking her for NTS, she was clueless. A staff member explained her what NTS is and told her to get a printout from her NASBA emails from a nearby Kinkos. I showed her my NTS and she came back with a print out of NTS and wrote her exam.

Can that possibly be true?! Given some of the very obvious questions I’ve gotten over the years, I guess anything is possible.

I’m sure none of you guys will ever have this issue but just in case, let’s go back over what you definitely need to sit for the exam.


1) A map to Prometric or a good GPS – Plug the address in the night before so you have one less thing to worry about on testing day.

2) GAS IN YOUR TANK – I hate to even have to say this but it’s come up (like I said, anything is possible). I’m the kind of person who plays chicken with my gas light, and it’s caused me to be late to work more than once. Fill up the night before.

3) Bring your unexpired, original NTS and AT LEAST two forms of acceptable identification – The number on your NTS will be used as your launch code to begin testing, so you definitely do NOT want to leave it at home. If you are unable to produce your NTS and two forms of identification that match it, you will not be allowed to test and will forfeit your exam fees for that day.

4) Bring extra ID just in case – In most cases, you’ll need an unexpired driver’s license and a credit card, but just in case Prometric staff have issues with your ID and want to hassle you, bring an extra bank card or credit card if you have one. Social Security cards are not accepted as identification for Prometric purposes.

5) Do NOT bring big items into the testing center with you – While you can stash your jacket or purse in Prometric lockers, they cannot accommodate golf bags, large suitcases, garbage bags full of recyclables, etc. So leave your crap at home.

Sorry for the remedial reminder, don’t want to leave anyone behind.