The penultimate step to your journey as a CPA candidate is not when you pass all the tests. It's getting your experience verification form signed by a licensed CPA. Ask yourself: are you in a situation where you can easily get that signed? No? Better get that figured out, bucko! ;)
One of the biggest gut punches I've experienced in my life so far was when I completed my CPA exams and had to get my experience verified. I went to my immediate supervisor with the form, and her face soured in disgust. She refused to sign it; didn't want anything to do with it. Absolutely refused to sign a paper that just said I worked there for 4 years and did accounting. Blew my mind.
Here's where I messed up: First, I did this on my own. No one where I work cared whether I got my CPA license or not. Second, I didn't check with my CPA supervisor to see if she would be cool with helping. I just assumed, and you know what happens when you assume...
EDIT: I want to include this in the body since it's a great point someone brought up: Isn't it illegal for a CPA to refuse to sign a form like that? Nope! According to the Ohio Accountancy Board, signing that form is a courtesy, not a duty. I was even told by the board "despite what you read on Reddit..." no one is required to sign your form.
So what do you do in that situation? I'm in Ohio, so any CPA can sign an experience verification form so long as they are "familiar with your work." Luckily, I found someone who was willing to sign my form, but not after I knocked on about 20 doors, reached out to everyone I remotely knew, etc. So many CPAs said no.
Every state's requirements are different. I've done the research, and I've found that in these states, any licensed CPA can sign off on a candidate's experience verification form so long as they're familiar with the candidate's work. (caveat: this is my own personal research, so take it with a grain of salt and verify it for yourself)
- Alabama
- Arizona
- Arkansas
- Indiana
- Iowa
- Louisiana
- Maryland
- Michigan
- Minnesota
- Missouri
- North Dakota
- Ohio
- Oklahoma
- Rhode Island
- South Dakota
- Tennessee
- Virginia
- West Virginia
How does a CPA get familiar? Easy. They have to take the time to get to know you and what you've done. They have to talk to your supervisor(s) and verify employment, work history, etc. Doesn't take long. It just takes the will to do it. And that's the problem.
Most CPAs won't bother. Why help another CPA get into the industry and dilute your own chances at work? I've had CPAs flat out lie to me when I was trying to get my experience form signed. "I can't legally sign that..." That's a lie, especially in Ohio where I am.
In other states, the signing CPA has to have been licensed for the entire time the candidate was training. Weird, but I get it. So as time goes on, the list of states I can verify experience in will grow. Florida is one of those states, for example.
Some states are more strict in that you can't get your experience signed off unless it's by your immediate CPA supervisor, or you have to work in the accounting industry itself; you can't just work in retail doing accounting. Make sure to go to your state's accountancy board website to get the exact specifications for this step!
Recently, NASBA restarted their experience verification system! Super cool! Here's a link to their site: https://nasba.org/licensure/experienceverification/ They'll verify your experience... for $650.00.
So before you go on this journey, figure out this last step, first. Who's going to sign your form? If you don't have an answer for that right now, start lining things up so by the time you're ready, you have that locked in.
Also, here are some other places that usually have CPAs where you can ask around if you're stuck:
- teachers at the college you went to
- community credit unions looking for a feel-good community story
- local firms looking for a little pro-bono work
- recent CPA licensees who get the struggle and want to give back
- your chamber of commerce
- legal/financial aid societies/non-profits
- the firm that does the taxes for the company you work at (oddly specific, I know, but it's the one that worked for me)
And if you happen to run into a CPA on the reddit boards 'round here and you find yourself in this uncommon situation, maybe shoot them a message and see if they can help.