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Life as a CPA

Meanwhile back on the set of “Life as a CPA” …

Happy New Year from Hawaii

Hauoli Makahiki Hou!  (“Happy New Year” in Hawaiian)

I hope all of you had a safe and fun new year’s celebration.  With all the travel in November and December, I decided to enjoy the holiday season at home and have some time to rest and get reacquainted with my family who didn’t see me for almost two months.

With the start of the new year, we will resume the “Life as a CPA” series.  My travel and meeting schedule in the fourth quarter was more of a marathon than I expected, so my apologies for the long hiatus.  I spent more than 6.5 weeks on the road traveling between the west and east coasts 3 times from late October until early December.  Lots of interesting events and developments, but that will need to wait for another day.

The focus of this post is to give you a quick recap the “Life as a CPA” series, kind of like the quick summary recap at the beginning of a television series episode; expect six remaining posts in this series.  For those of you new to our series, it was written by Takuya “Ty” Oka, who shadowed me during the summer conference circuit in June 2013.

In the “What is a CITP?” post, Ty introduced my specialization within the CPA profession—a Certified Information Technology Professional.  A credential recognizing CPAs who specialize in working with technology and help to bridge the gap between business and technology to ensure realization of the value proposition of our investments in technology.

From the Process Mapping and Entrepreneurship posts, we learned that understanding business process mapping is essential to the success of and economy of scale for any organization. Process mapping is the exercise of assessing an organization’s structure, its resources and business processes to improve its performance for sustained growth.

From the Power of Networking and Travel posts, we are exposed to tools and techniques that enrich the networking experience. Telepresence technology is increasingly improving the business experience, but it is no substitute for face-to-face meetings with customers, colleagues, and partners. Ty saw my recognition within the national community as proof of the value of these face-to-face meetings and conferences—and the frequent flyer status was a nice bonus, too.

The first event that Ty attended with me was the AICPA’s Practitioner’s Symposium and TECH+ Conference.  At this conference he got to do some Demo Hopping and he got to hear me talk about my IT Budgeting techniques.

Now that you’re up-to-date with our “Life as a CPA” series, keep your eyes open for the next post (Tuesday/January 7) which will give you a behind the scenes look at how the interviews for some of the AICPA videos are conducted.


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