Miranda Oliverius
I started my journey at DAPCPA, Pope & Jackson, Inc. this week. First, I took a little bit of time to explore ProSystem fx Engagement because I have never used it before. After a while of clicking and looking through it, I began on my first project: rolling over audit binders. Going through the process of rolling them over, creating placeholders for the new year’s documents, and creating workpaper notes was a good way to orient myself with the basic organization of Engagement and a sense of the key functions. With the new 2015 audit binders ready, my next project was to save and update confirmation letters before compiling them so they’d be easy to find, edit, and send to clients when the time comes.
Next, I started on a long-term project that will keep me busy whenever I am in between other projects (I hate being idle, so this is a good thing). This project is purely administrative, scanning files (Signed E-Files, engagement letters, etc.) and then filing them into Engagement. So far it is proving to be a good way to gain a beginning understanding of the organization of client files and the most efficient ways to use Engagement. This task also had me in awe of Paperport; being able to unstack/stack and auto-straighten documents just put my small home HP printer and default software to shame. Scanning files also is getting me in the habit of remembering to check in client files as soon as I’m done with them so they don’t linger on my computer, captive and virtually held out of reach of everyone else. Forgetting to check in files isn’t that dramatic, but I still would feel bad.
One of my other tasks was comparing engagement letters between two clients and highlighting things that I thought should be different for each client. I’m not sure that I was very good at spotting probable differences because I only found a couple, but it did help me by giving me a better idea of what we’re doing for the client and what information must be disclosed at the beginning of each engagement.
After that, our attention focused in on one client, for which the deadline is coming up soon. As the next few days passed, I worked on multiple different tasks. First, Ellen (the other intern) and I worked together on scanning and putting some permanent files into Engagement. We also traced down and reconciled some checks from the bank statements. Then I created notes to the financial statements as Word documents and tables for the notes as Excel spreadsheets. Then I enjoyed entering various data into Excel from reimbursements, reconciliations, and confirmations. I love Excel, and look forward to this internship helping turn me into an expert at utilizing it.
I knew coming into this experience that I would be just a baby in the overall world of practicing public accounting, and I was right. However, sometimes it’s good to feel clueless; I’m excited to see how combining the skills that I possess with the expertise of the people at DAPCPA will help me grow and evolve as an accountant.
Next, I started on a long-term project that will keep me busy whenever I am in between other projects (I hate being idle, so this is a good thing). This project is purely administrative, scanning files (Signed E-Files, engagement letters, etc.) and then filing them into Engagement. So far it is proving to be a good way to gain a beginning understanding of the organization of client files and the most efficient ways to use Engagement. This task also had me in awe of Paperport; being able to unstack/stack and auto-straighten documents just put my small home HP printer and default software to shame. Scanning files also is getting me in the habit of remembering to check in client files as soon as I’m done with them so they don’t linger on my computer, captive and virtually held out of reach of everyone else. Forgetting to check in files isn’t that dramatic, but I still would feel bad.
One of my other tasks was comparing engagement letters between two clients and highlighting things that I thought should be different for each client. I’m not sure that I was very good at spotting probable differences because I only found a couple, but it did help me by giving me a better idea of what we’re doing for the client and what information must be disclosed at the beginning of each engagement.
After that, our attention focused in on one client, for which the deadline is coming up soon. As the next few days passed, I worked on multiple different tasks. First, Ellen (the other intern) and I worked together on scanning and putting some permanent files into Engagement. We also traced down and reconciled some checks from the bank statements. Then I created notes to the financial statements as Word documents and tables for the notes as Excel spreadsheets. Then I enjoyed entering various data into Excel from reimbursements, reconciliations, and confirmations. I love Excel, and look forward to this internship helping turn me into an expert at utilizing it.
I knew coming into this experience that I would be just a baby in the overall world of practicing public accounting, and I was right. However, sometimes it’s good to feel clueless; I’m excited to see how combining the skills that I possess with the expertise of the people at DAPCPA will help me grow and evolve as an accountant.
RSS Feed