Last week was Miranda's final Winter internship week and she now heads back to school. It was a pleasure having her and, as always, she is welcome back any time.
Monday, I started my day by scanning and filing signed engagement letters that have been returned by clients. Next, I began to re-organize the tax folders in the filing cabinet; moving all associated entities together so that individuals and their businesses or trusts were next to each other. Apparently the goal of this system is to make it as easy as possible to grab all the relevant files at once when clients come in. However, it simultaneously makes it as difficult as possible for everyone else to find the files they are looking for. This also meant that I became a human road block for anyone trying to get to the copy machine since the filing cabinet is located in the narrowest part of the hallway.
Tuesday, I went to our shelf of miscellaneous old client documents. I sorted them to make sure all the documents were with the right clients and then asked Jonath to figure out what we needed to do with them. After that, I either shredded them or prepared them for mailing. Next, there was a bit of a break between finishing that project and the next project being ready for me. During that time, I created a cheat sheet for locating client files in the cabinet. This didn’t take too long since I’d added all the associated entity columns a few weeks ago. All the locations were just the first associated entity, so I deleted the irrelevant columns and saved it as a new spreadsheet. Next, I helped Rachael label boxes for storage and then stuffed W-2 envelopes for Jonath.
Wednesday, I filed various forms into Engagement and then into their physical binder. Then I made a spreadsheet of all of our Bookkeeping clients information so that when Rachael renews their engagement letters she can do a smooth mail merge instead of saving an individual document for each individual business. Later, I observed Tyler working on his first tax return of the season. To my credit, at the very beginning, I did help him navigate Prosystems fx Tax and Engagement to get started. Thanks to audit projects with James last summer and filing projects with Rachael this winter, I’ve gotten some practice navigating the software.
Thursday, I worked on the bookkeeping clients spreadsheet and put together mail merges. One of the things that I figured out was how to code the mail merge fields so that they would be skipped if they were empty. This is useful because every client has a different number (and type) of services provided. If you enter them as normal mail merge fields, then you end up with several blank lines whenever a client doesn’t have many services provided. However, with the SKIPIF function, you can make the rest of the document continue as if the field was never there.
This marks the final week of my winter internship at DAPCPA. Thank you to David, Missy, Jonath, Loy, James, Toni, Tyler, and Rachael; I’m grateful for the opportunity to gain invaluable experience. To close, I figured I would end with my favorite story about accounting:
There’s a family that I’ve been babysitting for since high school, and I still babysit for them when I come home from college. One day, the boy asked me what I’m studying in college and I told him accounting. He asked what that was, and after contemplating the best way to sum it up for a small child, I replied, “Well, basically I’ll be working with money for businesses.” To which he said, “So you’ll be a cashier.” Yep. I’ll just think about that as the ultimate end goal when I’m buried in study materials for the CPA exam.
Tuesday, I went to our shelf of miscellaneous old client documents. I sorted them to make sure all the documents were with the right clients and then asked Jonath to figure out what we needed to do with them. After that, I either shredded them or prepared them for mailing. Next, there was a bit of a break between finishing that project and the next project being ready for me. During that time, I created a cheat sheet for locating client files in the cabinet. This didn’t take too long since I’d added all the associated entity columns a few weeks ago. All the locations were just the first associated entity, so I deleted the irrelevant columns and saved it as a new spreadsheet. Next, I helped Rachael label boxes for storage and then stuffed W-2 envelopes for Jonath.
Wednesday, I filed various forms into Engagement and then into their physical binder. Then I made a spreadsheet of all of our Bookkeeping clients information so that when Rachael renews their engagement letters she can do a smooth mail merge instead of saving an individual document for each individual business. Later, I observed Tyler working on his first tax return of the season. To my credit, at the very beginning, I did help him navigate Prosystems fx Tax and Engagement to get started. Thanks to audit projects with James last summer and filing projects with Rachael this winter, I’ve gotten some practice navigating the software.
Thursday, I worked on the bookkeeping clients spreadsheet and put together mail merges. One of the things that I figured out was how to code the mail merge fields so that they would be skipped if they were empty. This is useful because every client has a different number (and type) of services provided. If you enter them as normal mail merge fields, then you end up with several blank lines whenever a client doesn’t have many services provided. However, with the SKIPIF function, you can make the rest of the document continue as if the field was never there.
This marks the final week of my winter internship at DAPCPA. Thank you to David, Missy, Jonath, Loy, James, Toni, Tyler, and Rachael; I’m grateful for the opportunity to gain invaluable experience. To close, I figured I would end with my favorite story about accounting:
There’s a family that I’ve been babysitting for since high school, and I still babysit for them when I come home from college. One day, the boy asked me what I’m studying in college and I told him accounting. He asked what that was, and after contemplating the best way to sum it up for a small child, I replied, “Well, basically I’ll be working with money for businesses.” To which he said, “So you’ll be a cashier.” Yep. I’ll just think about that as the ultimate end goal when I’m buried in study materials for the CPA exam.
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