Starting a career in accounting can feel like stepping into a world filled with technical jargon, tough exams, and long hours. But for those who have walked the path, the journey also brings growth, opportunity, and a surprising amount of variety. Whether you’re in college, studying for the CPA exam, or preparing for your first busy season, there’s no shortage of lessons to be learned along the way.
We asked our professionals to share what they wish they knew earlier in their careers. Their advice covers everything from choosing the accounting major to working with your first client, plus some honest insights on the CPA exam and busy season.
Exploring the Profession: It’s More Than Just Numbers
Many people enter accounting thinking they have to pick a path—tax, audit, forensic—right away. But according to Senior Accountant, Nick Moore, that’s a mistake. “You may think you know what you want to get into within accounting,” he said, “but don’t immediately pick one. Try out as many things as possible through internships or when you first start at a firm. You never know what you may enjoy doing more until you try it.”
Perhaps the most common surprise among new professionals? Just how many career paths exist within accounting. “It’s not just tax and audit,” said Billy VanApeldoorn, Outsource Controller. “There’s advisory, consulting, outsourced accounting, forensic work, and more.” And beyond the technical work, Tax Manager, Brandy Strack, reminds us, “Accounting is not just punching numbers. Relationship building is a huge part of the profession, both with coworkers and clients.”
Facing the CPA Exam: A Mental Marathon
If there’s one thing everyone agrees on, it’s that the CPA exam is a long and difficult journey, and not one you want to go alone. “It’s a marathon, not a sprint,” said Nick. “Don’t cram. Build consistent study habits (ex. an hour or two a day, several days a week) and stick to it.”
Gail McIntyre, Senior Counsel, offered a simple tip that makes a big difference: “Having a buddy makes all the difference.” Studying is tough, but having someone in your corner helps keep you motivated.
Billy learned the power of micro-moments. “I didn’t do it until my second or third test, but downloading a study app to do even one or two questions a day helped me stay engaged with the material.” Brandy took the EA exam but offered advice that applies across the board: “You’ll learn more on the job than in any textbook. Work hard, get it done, and know the real learning starts after.”
Preparing for Busy Season: Communicate and Learn
Your first busy season is a defining moment in public accounting, and being proactive is key. “Communicate your workload early,” Nick advised. “Don’t wait until you’re burnt out. Talk with your team to resolve any bottlenecks before they snowball.”
Gail offered a reassuring reminder: “Your team is your best support system. And remember, the ‘season’ looks different for everyone.”
Billy encouraged new professionals to embrace the challenge: “Take on as much as possible and ask as many questions as you can. It’s tough, but you’ll grow so much faster.” Brandy kept it practical with a tip many wish they’d known sooner: “An extension is NOT an extension of tax due—only time to file.”
Working with Clients: Lead with Kindness and Confidence
Meeting your first client can be intimidating, but the key is remembering you’re both human. “Sometimes, the client is more scared of you than you are of them,” Nick joked. “Be kind and approachable, it makes all the difference.”
Confidence matters, even when you don’t know the answer. Billy noted, “Saying, ‘I’m not sure, but I’ll connect with someone who might know,’ shows clients that they’re supported—and helps you build internal relationships too.”
Brandy emphasized the importance of communication: “Clients know their business, but not taxes. Don’t talk down to them, just explain the why. A simple ‘Congrats on a great year!’ can go a long way in softening the tax news.”
One Final Piece of Advice
When asked for one piece of advice they’d give to someone just starting out, the responses were grounded and encouraging.
“Never be afraid to ask questions,” said Nick. “Take good notes, ask clarifying questions, and don’t be too hard on yourself when things don’t click right away.”
Reflecting on her career as a whole, Gail shared that she once believed she had to have all the answers right away. “I wish I knew I didn’t need to know the answer every time and that I could ask questions and learn something new every day… for decades.”
Billy stressed the career potential: “If you focus on your stamina, ask questions, and are eager to learn, you’ll be amazed at how fast you move up the ladder. It’s a stable and growth-oriented industry.”
And Brandy left us with a quote every accountant eventually learns to love: “Be ready to hear ‘it depends’… a lot. There’s not always one right answer. Embrace the gray area, it’s where most of our profession lives.”
Whether you’re a student considering the major, a new hire prepping for the CPA exam, or someone about to step into your first client meeting, know this: there’s no perfect path, but there are plenty of people who’ve walked it before and are happy to share what they’ve learned.
Ready to take the next step? Check out our current openings to find your next opportunity. Whether you’re a new college graduate or an experienced professional, we’d love to connect with you and support you in finding the right career path!
