Recently I started putting some boundaries at work to focus on passing the CPA exam and getting my health on track. I was recently let known that I have not been performing as I should, and that I am spending more hours that I should in different tasks. Which is true, mentally I am very fatigued and drained and there is little to no energy left in me. Additionally, there have been a few tasks that have gone south do to my own inefficiencies and client problems.. continue comments.

likeupliftingsmart
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Pass your CPA. You can always reset people’s view of your work by going to another firm.

likesmartuplifting

This here is so true. I definitely did not impress the first firm I worked for because I prioritized getting my CPA. I passed it within a year and a half of college. They asked why I didn’t meet my billable hours and did not care when I said because I was studying every evening and weekend. I was let go shortly after.

It wasn’t like I had the foresight to realize it was better to put myself first. I was just naive. After switching firms, no one was disappointed in me anymore and my career progressed from there.

Over the years, I have seen so many good and smart workers make it to senior and cap out (can’t get promoted to manager and get the corresponding raise) because they let the workload take over and let the best years for studying pass them by. Those individuals eventually got tired of being harped on about the exam, although they were strong performers, and eventually left public accounting. We have to be more supportive of our first and second year employees, especially the ones who show an interest in getting it done!

Getting it done for yourself means more money more quickly in your career. The more years at a higher income sets you up for financial success and gets you to your retirement goals. I say this as a Partner today. Prioritize yourself!

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Don’t worry man

Ur CPA and ur health are more important

In ur later years you’ll be happy you got ur CPA

When ur healthy and everyone fat with back problems you won’t regret ur decision

Who cares if u don’t get work

Catch up on ur work and you’ll be fine

likesmart

I made it my mission to never get fat or have back problems

You see all the senior leadership at most firms and a lot have back or weight issues

And yes they’re fat and beautiful whatever the mainstream media wants me to say

But I guarantee they’re not healthy

Keep up the good work man

Just explain ur working on ur CPA I think they’ll understand

The way I did it is I would just do practice questions on my lunch breaks. Just keep doing that you’ll pass

likesmartfunny
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Have a transparent conversation about your goals and workload and see if you can pick up tasks that allow you to show your serious about improvement. Being inefficient is likely due to procrastinations and lack of communicating your needs.

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Realistically, a lot of people feel this way when studying toward the CPA. Get your CPA no matter what. If you want to leave and try something else, doors that were previously shut just open for you when you have your CPA. Also, when you're done studying, you will have more time and mental energy anyway, so you will perform better. But think about all that later. For now, just put your head down and focus on passing.

likesmart

Thank you. The economy is not doing as great and expectations are higher and rates charged to clients lower. I feel I am hurting the team if I don’t push through harder, and I am also hurting myself in the process.

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Also, be realistic with yourself. If you’re not performing as you should and you’re run down, then that means something is not balanced.

You may need to pace your studies differently or use a different strategy. Are you organized? Are you communicating? People will think what they want. Period. But, you have to take ownership and accountability of what you can control. Part of that is advice from TM1 and the other is self-assessing if or how you can better align your efforts.

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I got let go by the littlest, crappiest small office CPA firm 3 years into my career - I wasn’t meeting expectations technically, I was slow, etc.

Fast forward 14 years and I’m at a top 20 firm, making partner this fall. Everyone’s path is different. Some people need a hard reset. Some people need to focus on getting their health and mental strength in tact first (e.g. diet, exercise, meditate, etc).

If I can do it, you can do it… but only if you really, really, really want it and are willing to put the work in to develop yourself personally and professionally.

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Well, first, like other people have commented, pass the CPA exam.

Second, put some effort into taking care of your self. Get enough sleep. Eat well. Exercise. Clear your mind before you start your day… basically, get yourself in good condition to tackle the day and focus.

Last, put in Michael Jordan / Kobe Bryant type work ethic. If your firm is hybrid, come in every day. Then, don’t just show up every day, but be the first to come in and last to leave regularly. Give it your all… stop by a manger’s office well prepared with open point sheets, take targeted CPE to build technical skills, work on interpersonal office relationships / networking.

None of this will be an overnight success, but take this mentality for a few years and it will be rocket fuel to your professional confidence & career.

Hope this helps.

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I am sorry you are going through this. What you are doing is hard. Juggling full time job with strict deadlines and client facing can easily take a toll on you. Not to mention finding time to study. CPA exam is hard not only because of the content and volume but also because it requires an enormous effort and self discipline. It is good you are recognizing this and seeking the best plan of action.

Just sit down and write out your priorities and decide in what sequence you can do what you need to do. Consult with close family or someone career minded to help you sort through what you need to focus on first.

You will get there. Have a plan and surround yourself with people who can help you get there.

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Thank you so much for the kindness you are extending me. Lately I have been feeling like I am letting everyone at my group down. Thank you so much for these words!

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Adjust what is in your influence to change to find a better balance between work responsibilities, health (primarily sleep and exercise), and studying. Beyond that, some variables are just not up to you. Make peace with that part of life.

Like others have said, once you pass more opportunities will be available whether in PA or industry. I had a terrible first experience when I started my career. I tried to study at night and on the weekends my first audit season and it was a complete failure. The firm were toxic and laid me off when I asked about the PTO policy to take a half-day for my birthday after busy season ended. I was devastated.

I took a massive pay cut to work for a smaller firm and moved back home into my old room (humiliating). I reset and crushed it in the offseason both with work and testing. I got my license, got engaged and married, and a stellar review.

Don't let one awful work experience define your career. Just let it fuel you to move forward.

likehelpful

Wow thank you for sharing

This👆

likefunny

As a senior manager, I can 100% say transparency goes so far with me.

I think for all of us, if we have someone not performing up to standards on our teams, we think of all of the possible negative reasons - maybe they just don’t care, maybe they’re actively looking for a different job, etc. If someone who works for me comes to me and lays out their situation and asks me for help in balancing, I respect them so much more - and I trust them so much more. Losing trust is easy when not performing up to standards or letting things slip. But if you’re honest about the reasons, you want to improve and you just need some additional guidance to get back on track, that’s a managers dream to hear that. And if you have a good manager, they’ll work with you on that and if you are able to do what they lay out, it will help to build back that reputation.

Of course, as others have said, you could also just focus on the other aspects of your life and know the situation won’t matter anyway once you have your cpa and get a new job :)

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Don't worry about it. Put most of your time and effort into passing the exams. You can always start over fresh at a new job and you'll likely get better pay with your CPA license.

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All this mix of circumstances have created biases on people about the type of work that I can take, and I feel I will not be able to recover from this. I feel like a total failure and seen as a low quality worker. I wish I could be it all, but I can’t be different things. I know If I push more I would collapse at the end of the road, and I would neglect other areas of my life. I need some advice since I am not sure what to do next.

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This happened to me. Be careful about who you talk to. I spoke with my coach and manager about that kind of thing and bottom line it was on me to get everything done even if one client is very high maintenance and gets in the way of other clients and deadlines. Which is true, my audits my responsibility, but I could only ask for help and guidance so many times without recieving help. I ended up being terminated. At the end of the day at CLA, if clients are unhappy your job is on the line. Which is totally fair this is a business, but don't put out all this CLA family stuff and not help when your employees truly need it.

likesmart

Look into taking FMLA for the time period. There are a lot of hoops and it's unpaid (may be able to get short term disability, if you meet the requirements). Remember your health is paramount and this is just a job.

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Discuss an SWA with your supervisor during a specific timeframe while you pass the CPA. It’s best to do this than having a terrible year where you don’t meet your hours and are not meeting expectations. As someone else said, you need to rebalance and be honest at what you can and can’t take.

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You know I feel it is so hard now with this economy and our firm has been acting weird lately hiding everything under the “impecable client service” I feel passing my cpa or focusing on my health does not align with the producer mentality shift I have been receiving. Which is 100% valid point considering that CLA is a business at the end of the day and we need to make $$$$.

I feel the same way, so I quit my audit job as soon as I passed audit and then Passed the other 3 exams in 6 months

like

Your feelings are completely valid and natural. I went through similar situations while studying for masters and CPA and was stretched too thin. Have an honest conversation with your team and ask them to help you prioritize your client work. Getting your CPA should be your utmost priority. You’ll have folks tell you that clients come first but this is your career so have these discussions to see how you can best balance work and personal goals. It also really depends on how supportive your teams are. I had certain people on one team that was completely all in in making sure I was successful so they stepped up more and took things off my plate while others were self serving and wanted to sabotage my career. Avoid those people if possible. But just communicate clearly and firmly.

Study for CPA from 5 AM to 7 AM weekdays no exceptions. Leave your tired time for work and clients. You’re convincing yourself. You can’t do it. It’s just like golf. If you tell yourself you’re going to take a bad shot. You will in fact take a bad shot.

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