How often should you provide status updates to your engagement management (daily, weekly, semi-weekly) assuming you’re on one or two engagements for a period of time? Additionally, what is the best method for providing updates (email, schedule a meeting, phone call)?

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I do status and budget updates every week or 2 depending on progress. I'll send a summary spreadsheet and set up a call if I need responses/action items or to remind the Partner.

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Related Posts

Does anyone work at a firm that does not offer year-end bonuses? I’m currently at a 25-50 person firm in a major market (CA) that mostly operates on big contingency cases. There were firm-wide paycuts at the beginning of Covid (still in effect). I’ve billed in excess of 2,000 hours and am feeling both cheated and a real lack of motivation.

Anyone else experience anything like this? Recommendations (other than leaving)?

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What companies pay for some or all of your MBA if you join? (Not counting sponsorship)

E.g., Deloitte used to cover half the fees if you interned and then joined full time.

Trying to see if it’s mostly MBB, Big 4 consulting, or if other companies do it too?

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How is your WLB balance as an SE? Are you at the mercy of clients and deadlines all the time? What are the avg hrs you work per week?

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What is your hours worked to hours billed ratio

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i mean really we do have lot of apps from social media like twitter ,youtube, fb, insta, tiktok, lot apps but still no demand for content moderation or anything . i totally believe content moderator is Backbone of Social media .. after the Doctor, Police only Content moderator deals with daily sensitive case like from live killing , dead body buried, nudity from child to adult what not everything , but why i dont know there is no popularity or credits fpr a Moderator

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Does anyone here follow the Financial Samurai blog? Is so, what do folks think about his numbers for "average net worth of the above average couple"? And how does that jive with the FIRE principles/mindset?

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Any working PoC for ProxyLogon ?

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I can manage my classroom better if I don’t respond to emails outside of office hours. This gives my mind a break and by consequence refreshes me for the next day. It also sets a boundary.

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Hi fishes,

Please tell what is process for location change? I am new and joinied virtually so i don't have idea.please help. And what could be the best reason so that it won't be denied.

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Is there any kind of file sharing website (even a paid one) with good forms for checklists, abstracts, etc. Obviously, almost nothing is going to be a perfect fit, but I’m more interested in form over substance. I want something user-friendly and pretty that I don’t have to make myself.

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I was called into HR because a coworker overheard a conversation between me and another colleague taking about cable/streaming shows that we watched or recorded. I mentioned that I recorded a few true-crime shows. My colleague jokingly said, "I hope I'm not on your hit-list!". I replied, "Not anymore." HR pulled me in to say a coworker complained about me talking about hit-lists, and they were now scared. HR wouldn't say who complained, so do I have a right to ask about the resolution to this?

Friend asked me to join her as cofounder for a fintech startup. Should I disclose this to my firm? Is it better to stay under the radar and to what extent? I would love to stay at my current job and to feel things out at the startup.

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I'm searching for job opportunities in Canada anywhere in pharmaceutical or biotechnology company from last 4 months but did not hear back much. I have used linked in, indeed and tried to find my connections as well.

I have 10 years of experience in Serum institute of India ltd in quality control department. I have studied Master's in pharmacy.

What should I do please suggest.
I have applied for so many jobs with new resume everytime as trained by employment agency. most of company required

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I’m worried that my voice, communication style, and body language comes across as too effeminate for our straight clients and peers. I’m transitioning to sales now and am insecure that my personality and appearance may hinder sales gen? Client industry is very old school. Can LGBT partners//Ds/MDs chime in how they managed the same transition?

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Posted in another bowl but looking for more inputs...how long should I work in Big Law before exiting? Currently at a V10 firm, NYC office

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Thoughts on the chase reserve? Starting to think it’s overrated. Tried using “priority pass” at the Newark lounge and they clearly said no “priority pass” guests until after 9:30PM.

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Additional Posts in Audit Bowl

Any quitted big 4 right after a year? I got delayed with good rating but with the reason of not getting enough experiences (I took 3 months study leave). I also got assigned to busy files and for 70% of my file I worked till 10/11. Since WFH starts I completely lost the boundary of work/life and got depressed.
I realized it's not the life I want and I got burned out and cried all the time. During COVID I realize it's hard to find a job... any suggestions? I can't hold on anymore

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Hi. A bit new to audit and have a question on a report's opinion.
I came across a somewhat old auditor report (from a very small auditing firm) that listed several instances where employees misappropriated assets within its schedule of findings, yet the opinion was unmodified. Is this fine? I would think it'd affect the opinion not knowing everything that was misappropriated. Could it be that the auditor felt comfortable enough on how much they identified and that lowered the risk?

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Any whispers around your firm as far as how long the plan to wfh will be for?

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Who cares about the actual PO and invoice numbers and dates? Is anyone even going to check whether those are correct? 🙄

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Do B4 personnel have any pull in referrals for offices that they aren’t located in? Want to relocate and have some connections at the other B4 I’m interested in, just not @ the office I want to go to

I’m an audit manager at a local PA firm in Chicagoland area. I’m having difficulty figuring out if my salary is within the current market for my position/experience. Our titles/levels are a bit off compared to bigger firms. Perhaps someone on here can share their insight?

Some stats:
CPA, audit manager (SM equivalent at Big4?)
2 years in the current position
10 years of experience in PA (staff->senior->supervisor->manager)
PA firm is around 100 people
Current salary $138k + 8-10% bonus

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Can anyone work at Moss Adam’s refer me? Please PM me.

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Small firms: what audit software are you using and which ones have you liked?

Anybody can tell me what the first or second year senior associate salary is at PWC in a high COL city?

Thinking of leaving b4 and moving to internal audit in industry. For those of you who have made this career change, what are your thoughts?

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What’s a decent rate for a 1099 audit Senior .. 5 YOE, cpa

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Where there is a disagreement between the auditor and the client as to the sufficiency of information disclosed around going concern uncertainty most especially where there is significant doubt around the going concern. Does the auditor qualify the report or introduce Material Uncertainty Related to Going Concern Paragraph in the auditor's report?

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Wondering if I could get some feedback. Currently have two very similar offers from both Deloitte and EY (both audit roles). Potential third from PwC but I am a bit more intrigued by the industries I was told I’d work in for the first two. Anything I should consider? Should I stay away from any of them in particular?

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When does your busy season end? Firm, Location, Ending period

What can you guys tell me about auditing a private equity fund?

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Has anyone come close to divorce or losing their family from this job? I am in audit and big 4 but I assume it applies to all major services and most firms.

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Any US CPAs move abroad? Did Your new host country recognize your license? Wondering if it is worth it to get the license if I plan on living abroad permanently.

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Anyone use robo-advisors for investing? Trying to see if there are any that offer trade by trade consent due to independence requirements. Also not sure if they are worth the fee they charge.

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What should be the expected salary for M1 in HCOL?

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Does anyone prep taxes for family and friends on the side? I am trying to find a tax software for unlimited files and having trouble picking. I could obviously do it by hand but no one will want to wait for a paper mailed tax return to be processed.

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