At the end of June I was back in college completing a block of Audit & Assurance (AA) tuition and beginning Tax Compliance (TC). It’s interesting to see how far AA & TC build on our first 3 exams: Accounting, Assurance and Principles of Taxation. I have also had a lot of mock exams in-between which is good practice to push myself into learning exam technique which is just as important as the content.
Back in the office I was given my first solo client visit to attend a stock-take of a steel yard in Devon. I was slightly nervous going to a clients by myself so far away, but they were very friendly and was a good confidence boost for when I have more senior roles in the future.
On the audit-side of work I was assigned to a letting management company matching expenses to invoices and payslips, and noting any discrepancies – which requires an eye for detail. With audit there are times where you have to wait for client information, so I juggled between several accounts preps rolling forward data from last year and tagging completed financial statements.
I also had my first 6-monthly appraisal meeting with Peter Ellis and my mentor Mark Richardson. It’s a good opportunity to discuss what I think has gone well over the period and well as creating goals to improve myself over the training contract and suggest types of clients that I would like to gain more experience of.
On the social side we have had a fair few things to celebrate! The beginning of July marked Graham Baxter’s 43rd anniversary at Shipleys – yes prospective applicants, you read that right! Graham will be retiring at the end of the month which will involve past and present colleagues celebrating at our office. We also had drinks to congratulate Alice and Jess for passing their exams, and to say a farewell to Alex and Jade who have left this month after several years working with us.