Those of you at smaller firms, how do you navigate when clients have problems that no one within the firm has experience in? I feel like I was brought into this smaller firm and I’m the expert after only being in PA in 8.5 years. I’m far from being an expert!

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Yea I did PM work at a small firm - we frequently sold work with no capability to deliver. I jumped ship very quickly 😂

likesmart

Idk 8.5 years you should be pretty decent

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How many years do you have in?

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Just Google and do your best lol

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literally. just figure it out

having a CPA doesn’t mean you know all the rules.

it means you know how to identify issues and navigate the rule book.

i trained a custom GPT to help people walk through accounting issues step by step based on IFRS or US GAAP.

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The partner/owner should do the responsible thing and recommend partnering with another firm (if an isolated issue) or withdrawing altogether if unable to adequately serve the client. There’s no shame in that…

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Have connections to someone at a bigger firm. When I was at a small firm, I networked with accountants at large firms. They also become a good referrals source.

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Hire consultant and learn from the process so you can take on a similar task next time.

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You can either research about it or suggest another firm that should have more experience in it. I've been in one firm where a good portion of income/business came from ranch/dairy and at another firm that was more specialized in the service industries/rentals. Some just focus more on some areas than others

Just do your best and wing it.

Research, ask questions and try your best, seek help from superiors.

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