A Day In The Life Of A CPA At Rizvi And Rizvi CPAs
A typical day for a CPA at Rizvi & Rizvi CPAs involves prioritizing tasks – "I'll start the day with that then I'll run through my emails" – balancing client servicing (emails, calls, meetings) with "the actual work that we get paid to do," and incorporating administrative duties, including overseeing employee workloads. The workday is structured to tackle complex tasks early, leaving less demanding activities for later.
Client Servicing, Tax Compliance, Financial Planning, Administrative Tasks, Problem-Solving
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Amir Rizvi
CPA
Rizvi & Rizvi CPAs
San Diego State University 2008
USC - Master of Business Taxation (MBT)
Political Science, American Studies
Finance (Banking, Fintech, Investing)
Finance
Honors Student, Worked 20+ Hours in School
Video Highlights
1. A CPA's day involves a mix of client servicing (emails, calls, meetings) and focused work on tasks like tax returns and planning.
2. The work requires a lot of brainpower, so CPAs often tackle challenging tasks early in the day, saving less demanding activities for later.
3. There is a significant administrative component to the job, including overseeing employee tasks and handling office issues, in addition to client work
Transcript
What does a day in the life of a certified public accountant look like?
That could be a very different answer for many different public accounts. Typically, I start my day by looking at the list I prepared the night before. I'll review what I'm looking at for the next day, the next few days, and maybe even as far out as a month.
Then, I run through my emails. I use that to come up with a list of items I want to accomplish today. The first half of the day, I try to tackle the harder things on my plate. This often depends on the time of year; for example, a tax planning engagement or a complicated compliance tax return requires a lot of brainpower. I try to put that towards the front end of my day.
Towards the backend of the day, if I can, I'll schedule calls and meetings just to break it up. Then, again, towards the evening, I'll take stock of the day and hopefully come up with something for the following day.
It's a mix of client servicing, responding to emails and calls, and taking meetings. There's also the actual work that we get paid for and bill for. In my role, there's definitely an administrative function every day. I might be looking at what employees are working on or dealing with an issue going around in the office. That's probably the majority of days.