{ "media_type": "text", "post_content": "How do I lead an engagement myself from start to finish? I’m up for promotion to Senior I and if someone put me on a smaller client and expected me to complete everything myself and to reach out if I had any questions I’m not sure where to begin.", "post_id": "5eceaa79d5be47002b011937", "reply_count": 6, "vote_count": 2, "bowl_id": "564a5cdb94887803001dd07c", "bowl_name": "Accounting" }

How do I lead an engagement myself from start to finish? I’m up for promotion to Senior I and if someone put me on a smaller client and expected me to complete everything myself and to reach out if I had any questions I’m not sure where to begin.

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Do what you think is right, inevitably do it wrong, have the manager tell you what you did wrong/how to do it right, learn, repeat until partner.

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Saly that mo fo

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Start at the top of the file and work your way down. Make sure you have the arrangement letter, work through planning, send out PBC list, calculate ML, and send out samples.

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Prior year is your guide

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1. Go through planning documents and send a request list to the client 2. Fieldwork 3. Report draft Take it one step at a time or one file/workpaper at a time so you don’t get overwhelmed and make a list of questions/issues that you can either talk to your manager or client about

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Start with what you know - do you have to link in files & support? Add tabs from other workbooks? Is it a calc your leveraging that you have to clear previous links? I would take a deep breath, exhale it out, and open one of the files. Get a feel for it and don't be afraid to go back to the manager and say "this is what I think I should do, but so I don't waste a lot of time/resources I would like to run it past you. Is that okay?" And go from there. You've got this.

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