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Lily Keller is connecting with students and educators to bring awareness to the exciting opportunities available to accounting professionals.
4 member profile
Positive influencer — Omunazia Hicks
Omunazia Hicks, the 2025 WICPA Accounting Student Excellence Award recipient and an aspiring CPA, is determined to support those who follow her.
By Sharon Zalewski
10 focus on the first year
A year in the life of a new accountant
Bailey Willis balances books and big ideas at a startup accounting firm.
By Sharon Zalewski and Bailey Willis
14 focus on the CPA Exam
New pathways to CPA licensure
The WICPA is working with the state legislature to ensure that the future of the accounting profession in Wisconsin remains competitive.
By Julijana Englander, JD, and Joseph W. Boucher, CPA, JD
18 focus on accounting technology
Beyond the balance sheet: Soft skills shine in the age of AI-powered accounting
By integrating AI into accounting practices, CPAs are freed to focus on honing their soft skills and evolving into trusted advisors.
By John McGowan
22 professional perspectives
Destination CPA
Three young professionals share their career paths and provide insight into what it’s like to be a CPA, whether in public accounting or industry.
By Britney Denk, CPA; Sophia Karlovich, CPA;
and Kurtis Sippy, CPA
26 looking back
Note to self
A seasoned professional writes a letter to her college-student self to reassure her that she’s choosing the right career.
By Angela Thomas, CPA
28 career preparation: mentoring
An insider’s guide to mentorship
Here are five questions every aspiring accountant has about the experience but may be afraid to ask.
By Fallon Morrissey
32 career preparation: courting an employer
Mastering your career toolkit
Whether you’re applying for internships or your first full-time role, presenting yourself professionally and confidently can make all the difference.
By Kathy Seidel, PHR,
CDR
36 career preparation: communicating your value
The four most common interview questions
Be prepared to communicate your value to potential employers during any interview.
From ThisWaytoCPA.com
38 special feature
The scholars behind the scholarships
The WICPA Educational Foundation awarded 15 scholarships at the 2025 New CPA Banquet on June 13. Could you be a future recipient?
By Brent Roberts
DEPARTMENTS
31
2025-2026 WICPA
Educational Foundation
Board of Directors:
President
Jeff Dewane, CPA, CGMA, CMA, MBA
Secretary/Treasurer
Jon C. Gaines, CPA, CGMA, MBA
Directors
Mark Bichler
Janet J. Egan, CPA
Allyson Hofstede, CPA
Lee Liermann, CPA
Kale Post, CPA, MPA
Bret J. Priaulx, CPA, MBA
Gina C. Skibo, CPA
Victoria Thayer, CPA
Angela C. Thomas, CPA
WICPA Board Liaison
Christopher M. Cholka, CPA, CGMA
WICPA President & CEO
Tammy J. Hofstede
Publication Team:
Editor
Sharon Zalewski
Design & Layout
Brett Stallman
Advertising
Sue Daniels
Printing Special Editions
Join Us Online!
ACCOUNTING SCHOLARSHIPS
Receive
$3,000 in scholarship money!
Apply online at wicpa.org/scholarships through March 13, 2026.
Scholarships are awarded from the WICPA Educational Foundation to qualified accounting students that have completed at least 90 credits of a degree program that qualifies to sit for the CPA Exam.
Hello, accounting students and educators! I am the WICPA’s new membership outreach coordinator and would like to provide a little information about my background and how I’ll be interacting with you.
I graduated from Concordia University Wisconsin with a degree in public relations in May 2025. I’ve always loved connecting with others and assisting people in any way I can. I was raised by two wonderful parents, both of whom are CPAs and have been WICPA members since before I was born.
During my summer and winter breaks, I worked as an intern at the WICPA, so joining the organization full time feels like coming home. The connections I’ve made and experiences I’ve had here are priceless!
As the membership outreach coordinator, my goal is to grow our outreach efforts and connect more with high school and college students and educators to bring awareness to the exciting opportunities available to accounting professionals. I’ll be coordinating on-campus presentations, meeting with educators and students at WICPA events, and serving as a resource to individuals who have questions about WICPA membership or an accounting career path. Following are some of the projects I’ll be working on in the coming months:
• Cultivating relationships, including with accounting educators, to create awareness of the accounting profession.
• Presenting to prospective accounting students about the elements of the CPA Exam and the benefits of WICPA membership.
• Attending college career fairs and networking events.
• Exploring the use of college campus ambassadors.
• Promoting accounting and financial literacy initiatives at all school levels to the public and educators.
• Researching students to highlight in CPA2b
• Coordinating speakers’ panels and presentations at colleges.
• Recruiting volunteers for programs such as the Educator Accounting Symposium, High School Speaking Program, Reading Makes Cents, DECA Inc., Future Business Leaders of America (FBLA) and Junior Achievement USA.
Based on my personal and professional WICPA experiences, I know how exciting, challenging and rewarding this profession can be, and I can’t wait to engage with current and future members!
Lily Keller is the WICPA’s membership outreach coordinator. Contact her at 262-785-0445, ext. 4511, or lily@wicpa.org.
CPA Exam 30-Month Rule Now in Effect
The WICPA provided written testimony and comments to the Accounting Examining Board to support extending the time to pass all four parts of the CPA Exam. Effective May 1, 2025, the rolling period of credit has been extended from 18 to 30 months. The period begins on the date of notification that the first section is passed.
by Mark Hines
POSITIVE INFLUENCER
Photography
Omunazia Hicks is determined to support those who follow her.
WBy Sharon Zalewski
hile more than half 1 of Omunazia Hicks’ Generation Z contemporaries envision careers as social media influencers, the 23-year-old 2025 WICPA Accounting Student Excellence Award recipient aspires to be a CPA and a positive influence in the traditional sense — for her large blended family, community and profession.
Growing up in a tight-knit neighborhood in Racine, the University of Wisconsin–Whitewater alumna spent her free time playing cans, tag, hide-and-seek, street basketball and other sports with friends — not interacting through a smartphone screen. She once owned a phone, but when she lost it, her father refused to buy her a new one. “For that reason — and because I was the kid who was never home — I’m not on social media. It’s probably also why I can talk to anyone,” she said. “I’ve met many people throughout my life and have soaked up a lot of information. I’m ready and excited for what’s next.”
What’s next for Hicks is her first professional job at Wegner CPAs — and hopefully the CPA credential.
Dialing it in
Hicks’ career readiness was nurtured in her youth. A disciplined work ethic and natural leadership qualities propelled her to basketball excellence in middle school and at William Horlick and Madison East high schools — the latter after she moved to the state capital with her father during her sophomore year. “I’d wake up, work out, go to school and play basketball afterward,” she said. As a point guard, she also “ran the show and took responsibility for the team. Many of my principles have come from sports.”
After securing a summer job rehabbing and auctioning off old furniture as a teen, she did her own
“
I’ve met many people throughout my life and have soaked up a lot of information. I’m ready and excited for what’s next.”
taxes — she had a knack for it — and helped family members with theirs. Not surprisingly, her favorite high school electives were business classes. She was active in DECA Inc. and co-founded an investment club. Encouraged by a teacher who thought Hicks possessed the talent to pursue accounting as a career — and after discovering through her own research that most CEOs and CFOs are CPAs — she earned a BBA in accounting in May 2024 and an MBA in data
Tammy Hofstede, WICPA president & CEO, presented Hicks with the Accounting Student Excellence Award at the 2025 WICPA Member Recognition Banquet.
Photo provided by the WICPA
analytics in May 2025 from UW–Whitewater. She is now preparing for the CPA Exam.
“Accounting is a stepping stone that affords me options,” said Hicks. “I can be an entrepreneur or a venture capitalist. I can go into marketing or finance. Truly, it’s the umbrella over everything in the business world.” Hicks hopes to eventually serve on a board of directors. To that end, a CPA license and a master’s degree are valuable credentials, she said.
So is practical experience, which Hicks began to pursue during her freshman year in college. When her sister, vacating a house in Milwaukee, moved in with her and her father, Hicks saw an opportunity to run a business from the ground up. With her sister’s permission, she furnished and converted the house into an Airbnb and served as its host. For the next year, Hicks commuted to Milwaukee “to clean and do the laundry” while working full time and going to school. “I’d get ready for work the next day and check in with guests,” she said. “I paid the mortgage and the water bill. I met with pest control and HVAC professionals.” She learned about business operations beyond accounting — including marketing, communication and customer service.
“
Accounting is a stepping stone that affords me options. I can be an entrepreneur or a venture capitalist. I can go into marketing or finance.
Truly, it’s the umbrella over everything in the business world.”
That experience led to her first official internship, as a tax associate at U.S. Bank. “It was so different,” Hicks recalled. “I dressed professionally and worked at a computer. I told my mom, ‘I made it!’ even though I was an intern. I was just so excited.” Hicks worked
Hicks met former WICPA Board Chair Ryan Hanson, CPA, at the 2025 WICPA New CPA Banquet.
Photo provided by the
WICPA
part time during the semester and remained there for two years. “But I was surrounded by professionals who weren’t accountants and didn’t have CPA licenses,” she said. “I had bigger goals and wanted to be valued for being a CPA.”
The tax software she learned to use at U.S. Bank enabled her to complete up to four tax returns per day and to secure a second tax internship in public accounting at Grant Thornton — which came about unexpectedly. At a scholarship event hosted by UW–Whitewater, Hicks had sat next to a firm representative who remarked that he trained people on that same software and that many struggled with it. “Right then, he asked me if I would like a job,” Hicks said. “I started there a year later. I worked on trusts and so many different tax returns — individual, nonprofit, state and local. I saw it all.”
#LifeGoals
The internships taught her new skills and supported her financially, enabling her to dedicate time to extracurricular activities, including volunteerism, while pursuing her degrees. Hicks held high-ranking positions within Beta Alpha Psi; served as an accounting tutor and graduate assistant; and
contributed her time to a wealth of nonprofits, including The Salvation Army, Second Harvest Foodbank of Southern Wisconsin, Hunger Task Force Inc., Feeding America Eastern Wisconsin and Junior Achievement of Wisconsin. In each role, she demonstrated leadership and a commitment to the welfare and success of others.
“I’d like to advocate and be a resource for those who look like and follow me,” Hicks said. “My accomplishments will, hopefully, encourage them. It would be ideal if I could combine this advocacy with accounting.”
That is a goal that is particularly meaningful to Hicks because she is the first in her family to earn a bachelor’s degree, much less a master’s. “There are many members of my family tree who didn’t even finish middle school,” she said. “I’m the ‘pioneer’ in academia, so graduating from college has been a very personal achievement. My parents made a lot of sacrifices for me, and I had to do the same.”
One sacrifice was spending time away from family, which she plans to remedy. For example, Hicks recently accompanied a cousin to her college visits. “It felt amazing that I could share my insights about business as well as my network of contacts.” Doing so gave Hicks purpose — as will becoming more involved in the WICPA, which she plans to do. She hopes to help fill the accounting pipeline with connections she made while running UW–Whitewater’s accounting tutor lab. “The university has students who could
Hicks participated in the WICPA-sponsored Explore Accounting Day at UW–Whitewater. Flanking her are WICPA President and CEO
Tammy Hofstede and UW–Whitewater Associate Professor and Accounting Department Chair Abbie Daly, CPA.
make significant contributions to the WICPA and the profession,” she said.
Since June, Hicks has served Wegner CPAs as a staff accountant, providing tax and audit services to clients. She began working part time while studying for the CPA Exam and moved to full time in September.
“This is the time for me to go hard at my profession,” Hicks said. “I want to give what I have to Wegner and its mission and grow with the firm. When Wegner needs people to step into roles, I can be a part of that story.”
While important to her professionally, building her social media presence is a journey for another day. Her current priority is building generational love by focusing on family, being genuine, doing good work and helping others. “People have poured into me, so I want to pay it forward and create that space for someone else,” she said.
Through all of it, she will remain “in the moment.” But those moments won’t be captured on Instagram.
Sharon Zalewski is a freelance writer and editor based in Richfield. Contact her at sharonzalewski141@gmail.com.
People have poured into me, so I want to pay it forward and create that space for someone else.” “
Hicks posed with her mentor, Lynn Keller, CPA, at the 2025 WICPA Member Recognition Banquet.
Photo provided by the WICPA
UPCOMING WICPA CONFERENCES
SAVE THE DATE!
Not-for-Profit Accounting Conference
Tuesday, Sept. 16
WICPA Office & WICPA CPE Livestream
Tax Conference
Monday, Nov. 10 - Tuesday, Nov. 11
Brookfield Conference Center & WICPA CPE Livestream
Students attend for as little as $30!
Accounting & Auditing Conference
Thursday, Nov. 20
WICPA Office & WICPA CPE Livestream
Accounting Technology Conference
Thursday, Dec. 4
WICPA Office & WICPA CPE Livestream
Registration opens approximately eight weeks prior to a conference. View conferences currently open for registration at wicpa.org/conferences.
A Year in the Life of a New Accountant
An aspiring entrepreneur balances books and big ideas at a startup accounting firm.
Willis and Novii team members celebrated 1,000 followers on LinkedIn.
Fbecome a master class in building something from the ground up. His journey into the world of accounting, however, was anything but conventional.
By Sharon Zalewski and
Inspired by his father, who owned a small business in the farming community of Hazel Green, Willis was similarly drawn to entrepreneurship. He graduated from the University of Wisconsin–Madison with a bachelor’s degree in economics in May 2020 and soon found employment at a financial institution, expecting that banking would be his path.
Willis describes how, over the course of one year, a fortuitous encounter with a banking customer set him on an unlikely but transformative path to accounting — a solid foundation for his future entrepreneurial endeavors. Following is his journey:
Q3 2023 From preparation to practice
Q2 2023 Banking on big dreams
In May 2023, while working as a relationship banker at Park Bank in Madison, I was connected to Victoria Thayer, CPA, who was forming her own public accounting firm, Novii CPA. While onboarding the business, I became captivated by her goals for Novii. Her entrepreneurial spirit and vision were contagious, and I was eager to learn more.
In July, Victoria reached out on LinkedIn, inquiring whether I knew any accounting students who were looking for professional experience. By this time, I had determined that banking was not for me; however, I lacked the accounting experience needed for positions that piqued my interest. I asked Victoria to lunch; our conversation revealed how we could benefit each other. I aimed to leverage my economics background and numerical skills to support and engage with clients, especially entrepreneurs. She sought someone who would foster client relationships and walk alongside her on this journey. I was straightforward with her that I wasn’t familiar with public accounting but that I was coachable and that my motivation was prompted by a desire — like Victoria’s — to own a business.
I began working part time as a staff accountant at Novii in August. On my first day, I was given an overview of various software platforms: QuickBooks Online, our client portal, tax software, workflow process software, an accounts payable tool and more. I was excited to see these technologies in action, driving tasks and projects forward. Victoria’s tech-driven mission was clear and bold. I was all in.
Novii prioritized and scheduled monthly group workouts — offsite yoga or cycling classes — to keep the team sharp, efficient and productive during tax season.
To remain connected with clients and other professionals when it was challenging to travel, Novii hosted small networking events once a month at StartingBlock Madison, a startup hub where Novii’s office is located.
Bailey Willis
I realized how important it was to take ownership and accountability for the clients assigned to me, even in situations where I lacked confidence. I ran with what I could but sought others’ counsel when needed.”
Later that week, after quickly reviewing debits and credits, I jumped into working on a client’s books, which was fairly intimidating. I was hesitant to act unless I was 100% confident it was correct. But the beauty of accounting is that everything can be corrected and redone, which gave me peace of mind and the freedom to learn by doing — and often undoing.
2023 Growing role demands greater discipline
I transitioned to full time in October and began managing relationships for approximately 10 clients. A few were consultants, whom I considered the “easiest” client type because their financials were straightforward: They performed services and invoiced clients without the complexity of producing a product or managing raw materials, inventory or large equipment.
I soon learned how fast accounting can become complicated. One client was a nonprofit that had a handful of departments and about 15 different streams of grant income, which required grant tracking. The client would pay for internet services, for example, but rather than just record that as one expense, we would record a fraction of the amount across the different grants. This was done by examining employee time cards to determine hours dedicated to grant-specific work and allocating that one expense to the different funding sources.
I realized how important it was to take ownership and accountability for the clients assigned to me, even in situations where I lacked confidence. I ran with what I could but sought others’ counsel when needed.
The year-end financials were the main focus for tax filing, but I found that many clients also wanted monthly statements to track performance and
determine business health. As I grew more confident with QuickBooks, I began using it more efficiently and deepened my understanding of financial reporting. I was finding my rhythm.
I also participated in kickoff calls for the new clients we onboarded during my first year. The purpose was to make introductions, gain a thorough understanding of the clients’ products or services, and cover topics ranging from accounts payable/ accounts receivable processes to payroll to banking and everything in between. Given my background, I was immediately comfortable running with the banking-related portion of these discussions.
In late 2023, we began closing out year-end financials by sending questions to our clients to ensure all critical information had been captured. We also checked client books for types of expenses that would warrant a 1099, requested W-9s and soon issued 1099s to vendors.
An avid golfer, Willis teed up business connections at various golf outings — including the September 2024 WICPA Golf Outing.
Q1 2024 First tax season
Tax season officially arrived! In January, we closed the prior year’s books and jumped into taxes, all the while keeping books up to date and preparing financial statements for clients wanting those regular reports. And as it was Novii’s first tax season, we continued to establish and document processes. What was my responsibility for those clients I was helping? When should I pass a tax return to my manager for review?
Q2 and Q3 2024 Consistency builds credibility
Summer brought tremendous growth in my confidence, my skillset and the firm. In April, I was promoted to senior accountant. I took responsibility for more areas of the financial statements we prepared, managed client relations fully and developed leadership skills by training new team members. As we began tax planning for 2024, I
also became a member of the WICPA and its Young Professionals Committee. In return, I was provided opportunities to attend industry events and expanded my network by engaging with professionals from diverse backgrounds.
Today A solid base for the future
I am living my dream life! Promoted to accounting manager in May 2025, I plan to begin pursuing the CPA credential this year. I continue to serve clients and am involved in strategic discussions — from the types of clients we should pursue to how many professionals we should hire. By doing so, I’m not only solidifying my accounting and client development skills, I’m also gaining valuable insights into what it takes to become a successful business owner.
Bailey Willis is accounting manager at Novii CPA in Madison. Contact him at bwillis@noviicpa.com. Sharon Zalewski is a freelance writer and editor based in Richfield. Contact her at sharonzalewski141@gmail.com.
Aspire. Inspire.
On campus. Online. Or even while they are still in high school, Wisconsin’s largest business school has accounting programs that meet students in the life they live, to pursue the future they want. Learn more about UW-Whitewater’s award-winning accounting department by visiting uww.edu/cobe/departments/accounting.
The WICPA recognizes that the accounting profession has a future that offers continuous value, and the organization is actively working to help current and future accountants level up for a fulfilling and meaningful career. ”
By Julijana Englander, JD and
Over the last century, the requirements for becoming a Certified Public Accountant (CPA) in Wisconsin have evolved to meet the changing demands of the profession — and today is no different. The Wisconsin Institute of Certified Public Accountants (WICPA) is championing a change to address this growing issue in the accounting industry within the state of Wisconsin. The WICPA recognizes that the accounting profession has a future that offers continuous value, and the organization is actively working to help current and future accountants level up for a fulfilling and meaningful career.
A numbers problem
When you look at the numbers, it doesn’t take an accountant to see that the industry is at a crossroads. A significant number of experienced CPAs, primarily from the baby boomer generation, are nearing retirement;
in fact, the U.S. Bureau of Labor and Statistics (BLS) projects that 75% of current CPAs are approaching the end of their careers.1 This mass exodus is occurring at a time when the number of new accounting graduates is declining, by 20% since 2010.2
Despite a significant number of CPAs leaving the field and fewer new accountants entering it, the demand for accounting professionals is on the rise. Employment of accountants and auditors, projected to grow by 6% between 2023 and 2033 according to the BLS, is growing faster than average when compared with other occupations.3 This imbalance has created an important issue that state organizations (including the WICPA) and state legislatures are working to resolve by updating CPA licensure requirements to address this growing shortage in the industry.
Over 20 states across the U.S. have either enacted or proposed changes to their licensing rules, including those near and bordering the Badger State like Illinois, Ohio, Iowa and Minnesota.4 The WICPA aims to join this national trend, actively working with the state legislature to ensure that the future of the accounting profession in Wisconsin remains competitive. By providing more flexible pathways to licensure, these modifications seek to help aspiring accountants meet the growing demand and enter the industry.
The proposed legislation in Wisconsin seeks to create an alternative to the current 150-credit-hour route. This new framework would offer three distinct pathways to licensure, all designed to maintain the profession’s standards while providing more flexibility to licensure candidates.
Pathway 1: The master’s route — This pathway requires a master’s degree with specific coursework in accounting and business, along with at least one year of qualifying work experience.
Pathway 2: The 150-credit-hour bachelor’s degree — This pathway requires a bachelor’s degree with at least 150 total credit hours of education, including specific coursework in accounting and business, and at least one year of qualifying work experience.
Pathway 3: Bachelor’s degree and experience alternative — This pathway requires a bachelor’s degree with specific coursework in accounting and business and at least two years of qualifying work experience.
The third pathway is seen as an alternative pathway and offers significant benefits for both aspiring accountants and employers of accountants. For
accounting firms and other accounting employers, this change opens up a much larger talent pool and offers the option of two years of work experience, which ensures that new licensees not only are academically prepared but also possess the practical skills necessary to succeed in the field.
The future of the profession
The WICPA’s proposed changes are a proactive response to the evolving landscape of the accounting profession. The new framework will produce CPAs who are both well educated and experienced, ready to meet the challenges of a dynamic industry. This initiative is a vital step toward securing the future of accounting in Wisconsin, ensuring that aspiring professionals can find a clear path to a rewarding career and that businesses have the skilled financial experts they need to succeed and to keep the state — and the profession — moving forward.
Julijana Englander, JD, is an attorney with Neider & Boucher S.C. in Madison. Contact her at 608-441-2527 or jenglander@neiderboucher.com. Joseph W. Boucher, CPA, JD, is a founding shareholder of Neider & Boucher and serves as the firm’s chairman of the board. Contact him at 608-661-4535 or jboucher@neiderboucher.com.
By
Beyond the Balance Sheet: Soft Skills Shine in the Age of
AI-Powered Accounting
integrating AI into accounting practices, CPAs
can be freed to
focus on honing their soft skills, evolving into trusted
inform actionable, strategic decisions for
By John McGowan
For decades, meticulous spreadsheets and unwavering accuracy dominated accounting and tax professionals’ days. While technical expertise remains the bedrock of their successes, a new wave of soft skills is reshaping the industry. In today’s artificial intelligence (AI)-driven world, the most successful accountants aren’t just number crunchers but masters of soft skills — the humancentric abilities that are critical in any industry, especially accounting.
A recent McKinsey report underscores this shift in what’s expected of today’s workforce, highlighting the growing demand for problem-solving, criticalthinking and communication prowess in the growing digital landscape. According to the report, about 37% of interviewees (HR professionals) reported a lack of candidates who meet the standard for these soft skills. Another 31% noticed a lack of solid communication skills. However, studies by the Stanford Research Centers, Harvard University and Carnegie Foundation discovered that a staggering 85% of an employee’s success hinges on these soft skills.
The soft side of numbers
Surprisingly, the accounting profession is at the forefront of this soft-skills revolution. Here’s a look at why these skills are so powerful for accounting professionals.
advisors that
their clients.
In today’s artificial intelligence (AI)-driven world, the most successful accountants aren’t just number crunchers but masters of soft skills.” “
• Communication: Translating complex financial information into clear, concise terms for clients with diverse backgrounds is crucial. Strong written and verbal communication skills build trust and ensure everyone is on the same page regardless of technical abilities.
• Collaboration: Teamwork is paramount in modern accounting. Working seamlessly with colleagues, clients and stakeholders necessitates active listening, empathy and conflict-resolution skills.
• Critical thinking: Beyond interpreting spreadsheets, accountants must analyze data, identify trends and anticipate potential problems. Sharp analytical and problem-solving skills are
By liberating CPAs from mundane tasks, AI enables them to evolve into trusted advisors, steering clients toward inventive solutions and strategic, long-range strategies.” “
fundamental to uncovering insights and offering valuable financial advice.
• Adaptability: The accounting landscape is evolving rapidly, with new technologies and regulations emerging constantly. Being adaptable and open to learning new things allows accountants to embrace change and thrive in this dynamic environment.
So, this begs the question, “How can accountants develop and use these skills in real-world applications?” Here’s where AI-powered technologies, particularly comprehensive tax preparation solutions, come into play to help. By liberating CPAs from mundane tasks, AI enables them to evolve into trusted advisors, steering clients toward inventive solutions and strategic, long-range strategies. This is the transformative power of AI in action.
Take, for example, the ability to communicate complicated financial information concisely and engagingly. With AI handling the heavy lifting of data analysis and repetitive tasks, CPAs can focus on crafting compelling narratives that resonate with clients and stakeholders. This is where critical
thinking and storytelling skills come into play, allowing CPAs to translate dense numbers into actionable insights that inform strategic decisions.
Empowered by AI, not replaced AI isn’t here to replace CPAs and other accounting professionals but to augment and advance their capabilities. Integrating AI into tax and accounting practices holds immense potential to transform the industry, bringing about streamlined processes, heightened accuracy and the ability to make proactive decisions. The benefits of adopting this technology have become increasingly evident with advantages that include the following:
• Invisible accounting: automating routine tasks for accountants to focus on strategic decisionmaking
• Data-driven insights: analyzing vast data sets and revealing patterns and trends that can inform more effective client consultations and presentations
• Active insight: offering real-time financial visibility for informed and proactive decision-making
AI frees CPAs to develop their problem-solving skills and focus on building solid relationships with their clients. No longer bogged down by routine tasks, they can tackle intricate challenges with renewed focus and energy.
As the world becomes more technologically driven, the value of soft skills will only continue to rise. For tax and accounting professionals whose roles revolve around data management, adopting AI and automation-based accounting solutions streamlines repetitive tasks and amplifies efficiency, precision and analytical capacities. Consequently, this enables them to concentrate on honing their soft skills, positioning the industry to thrive in an era when human ingenuity collaborates well with cutting-edge technology.
John McGowan is the founder and CEO of HubSync, an SaaS company with a next-generation tax and accounting automation platform. McGowan has more than 25 years of experience driving technology innovation and investment at Deloitte and KPMG.
Reprinted courtesy of Insight, the magazine of the Illinois CPA Society.
For tax and accounting professionals whose roles revolve around data management, adopting AI and automation-based accounting solutions streamlines repetitive tasks and amplifies efficiency, precision and analytical capacities.” “
Curiosity always leads somewhere new. Which is exactly where you want to go. Visit wipfli.com/careers
DESTINATION CPA
A regular feature profiling young professionals who provide their insights about what it’s like to work as a CPA in public accounting or industry
Britney Denk, CPA
Job title: Supervisor
Employer: SVA Certified Public Accountants
What influenced your decision to become a CPA?
I took an accounting class in high school and really liked it. It seemed like a good career path with job security.
How did you complete the 150 hours necessary to take the CPA Exam?
I graduated with a degree in accounting and 130 credits. I had to go back to school and take classes online to earn the remaining 20. I would not recommend doing this once you work full time. Studying for the CPA Exam while working and going to school can be a lot to balance.
What are some dead-wrong assumptions people make about CPAs?
A dead-wrong assumption is that all we do is sit in a cubicle all day. I am often out in the community, meeting with clients and getting to know them and their businesses.
What’s the best part about your current job?
My team. Shout out to the Management Advisory Services Group at SVA! Because you work a lot of hours during tax season, it’s good to have a supportive team.
How did you find your first job out of college?
I used Handshake, an online job portal, through my university.
What was your first year like?
There was a ton of legislation being passed in relation to COVID-19 assistance, so it felt like I was learning a lot of information at once. It got easier over time and helped me build lasting, trustworthy relationships with clients.
What surprised you the most when you started your job?
I felt like I had to know everything there was to know, and that simply wasn’t the case. New staff accountants receive a lot of on-the-job training.
What’s the best thing about being a CPA?
Career flexibility. There are plenty of pathways for a CPA and career growth. You can work in public accounting, corporate finance, government, nonprofit or startups.
What do you like most about the organization you work for?
SVA provides its employees with some amazing benefits. For example, the firm assisted financially when I decided to go back to school to earn the rest of the 150 credits. Additionally, SVA paid for my CPA Exam and study materials.
What do you do outside of work? Do you have any hobbies or special interests?
I love reading, spending time with friends and relaxing.
What are your goals for the future?
I plan on staying in public accounting and growing with SVA.
Sophia Karlovich, CPA
Job title: Audit Associate Employer: KPMG
What influenced your decision to become a CPA?
I decided in high school that I wanted to pursue a degree in accounting. While I knew taking the CPA Exam would require a substantial time commitment, I saw the job opportunities and brand recognition the CPA designation offers and decided it would be worth it.
How did you complete the 150 hours necessary to take the CPA Exam?
I enrolled in Concordia University Wisconsin’s Business Scholars Program, an accelerated business program that allowed me to earn my bachelor’s and MBA degrees in four years, fulfilling the 150-credit hour requirement.
What are some dead-wrong assumptions people make about public accounting?
First, that it’s boring. There are many exciting opportunities in public accounting, especially at bigger firms, such as traveling and participating in international rotations. Second, that your job consists of crunching numbers. While that is one part of the job, I like planning the audit and making improvements.
What’s the best part about your current job?
The best part of my job is my co-workers. They all have been amazing to work with and get to know on a personal level. I also appreciate the team aspect of auditing. I love the camaraderie I have with all my teams — it makes work much more enjoyable.
How did you find your first job out of college?
At Concordia, I joined the Mentor Initiative, a mentor program with local senior business leaders, and was mentored by Joe Rock, CPA, KPMG Milwaukee’s managing partner. He introduced me to public accounting and KPMG, inspiring me to apply for an internship, which ultimately led to a full-time job offer.
What was your first year like?
I quickly realized I had no idea what I was doing. That first year, I spent a lot of time asking questions and learning from my teams. I had the opportunity to work
on audits in different industries, which gave me experience with different auditing standards and business processes.
What surprised you the most when you started your job?
One surprise was how many people mentored me. I knew everyone was busy, but several people invested in me, impacting my growth. I also didn’t expect to become close with my start class. They are all great people, and I appreciate their friendship and willingness to help me out.
What’s the best thing about being a CPA?
The best thing is seeing firsthand how it creates more opportunities. You need your CPA license for many different accounting roles, both within and outside public accounting. I appreciate knowing the possibilities of my career are endless. The WICPA’s New CPA Banquet was also pretty fun.
What do you like most about the organization you work for?
I like KPMG’s focus on volunteering and giving back to the community. Both the organization and my office support local charities by giving back through our company charity and participating in community events.
What do you do outside of work? Do you have any hobbies or special interests?
Outside of work, I enjoy biking, running, hiking, reading, knitting, participating in my weekly Bible study, watching TV and exploring Milwaukee with friends. I also just made a “30 under 30” bucket list and am excited to start crossing things off.
What are your goals for the future?
One goal is to earn the senior associate promotion next year and improve my leadership skills in that role. Another is completing an international rotation in the future to experience a different culture. Finally, I hope to earn the manager promotion in a few years.
Kurtis Sippy, CPA
Job title: Investment Accounting Team Lead Employer: Accenture
What influenced your decision to become a CPA?
The biggest influence on me was my dad, who’s a CPA. Growing up, I saw that being a CPA could offer professional success and a good work-life balance. My dad always had time to spend with our family and was able to coach my brother, sister and me in sports — something I hope to achieve.
How did you complete the 150 hours necessary to take the CPA Exam?
I started my journey at the College of Lake County, where I obtained my associate degree and 60 credits. I then transferred to Trinity International University, where I earned my bachelor’s degree in business with an emphasis in accounting. Trinity didn’t offer a master’s in business administration or in accounting; however, I had a scholarship to play baseball there and decided in my fifth year to take the required credits for an emphasis in management.
What are some dead-wrong assumptions people make about public accounting?
Most people assume that a CPA’s career path is exclusive to tax. While many CPAs choose that path, becoming a CPA opens the door to a wide variety of paths in business, accounting and finance.
What’s the best part about your current job?
The best part about my current job at Accenture is the team I am part of. We have a wealth of knowledge and talent, which helps us make each other better and more well-rounded.
How did you find your first job out of college?
My job search was right in the middle of my senior baseball season. I was focused on baseball, trying not to think about a future that didn’t revolve around the sport. Thankfully, my mom was a huge help in the job search. She sent me the job listing at U.S. Bancorp (USB), and the rest is history.
What was your first year like?
My first year was exciting and challenging. I accepted an opportunity at USB in fund accounting for private equity and hedge funds. The first few months of learning the ins and outs were challenging; however, after things clicked, the more I learned, the more exciting it became.
What surprised you the most when you started your job?
I was surprised with how much there was to learn and how much on-the-job-training was required to get up to speed. I trained with a co-worker for the first several weeks.
What’s the best thing about being a CPA?
Being a CPA offers career opportunities and job security. Also, having those three letters next to your name provides instant credibility.
What do you like most about the organization you work for?
Accenture provides opportunities to grow and learn. I’ve sharpened my automation and Excel skills and have learned more about GAAP and statutory financial reporting.
What do you do outside of work? Do you have any hobbies or special interests?
Outside of work I like to spend time studying the Bible with family and friends and traveling around the country and abroad. I also like learning new things in accounting and other subjects.
What are your goals for the future?
I hope to continue my career in investment accounting while building an investment portfolio with stocks, real estate and other businesses. Personally, I hope to grow with God, have a family and help those around me through charity work and mission trips.
Note to Self
Note to Self is a column in which CPA professionals write notes to their college-student selves to give them a glimpse of their future. In this issue, Angela Thomas, CPA, Wisconsin state controller, pens a letter to her younger self. Angela graduated from the University of Wisconsin–Madison with a Bachelor of Science degree in biology in 2005 and Lakeland University with a Bachelor of Arts degree in accounting in 2011.
Dear College Student Angela,
Writing a letter to your younger self is a challenging and powerful exercise. Looking back just over 25 years ago, you are about to start college at the University of Wisconsin–Madison. By following your passion, you will find your purpose. Since you are not yet sure what brings you joy, you will be open to new experiences.
Angela, you are a planner! In the coming years, your plans will continually change, and while navigating change is hard, you will figure it out. You will focus on the sciences for your first bachelor’s degree and start your career in pharmacy. However, after a few years, you will work with a career counselor, realize your potential for accounting
and go back to college. It will not go as quickly as you hope because you will balance fulltime work and your family. You will eventually see how your education in science and your current skills are a great match for accounting. You are observant and pay attention to detail. You think critically by actively questioning, listening, interpreting and evaluating information to reach well-supported conclusions. You are conscientious, care about others and communicate well. You will continue to develop these skills.
You will join the WICPA to meet others in the profession. In doing so, you will quickly learn about the endless opportunities available as a CPA and develop your plans to become one. Because passing the CPA Exam will be hard, you will celebrate your accomplishments along the way and adopt an “attitude of gratitude” to help you through the process. You are grateful that you can take time in life to pursue these goals, that you have the support of family and friends, and that no one can take away what you learn in the process. Your ability to persevere through the challenges you will manage during this time will show your strength of character. While your path from pharmacy to accounting is a nontraditional one, you are wise to not change a thing.
Although you will be busy studying, working and taking care of family while in college, you will focus on your health and get active. While you do not consider yourself an athlete, you will pursue swimming, biking and running and find that you have a surprising amount of endurance and can accomplish more than you realize. One day you will complete an IRONMAN triathlon!
While you were initially motivated to round out your college application by volunteering in many organizations throughout early adulthood, you may not have realized that you kept doing
it because you value camaraderie, learning new things and helping others. One day you will find yourself working in government. Your service to others will be appreciated beyond measure, and in the process, you will develop friendships that will last a lifetime. Your volunteer efforts with the WICPA will directly lead to several leadership positions and get you back to the classroom to share your story. During a classroom visit in 2025, a student will ask you, “What is your ultimate career position or goal?” How amazing it will be when you get to say, “I am in it now as the Wisconsin state controller. It really is a beautiful thing when a career and passion come together.”
Sincerely,
Angela
AN INSIDER’S GUIDE TO MENTORSHIP
Five questions every aspiring accountant has about the experience but may be afraid to ask
By Fallon Morrissey
Mentorship is often lauded as a cornerstone of success in public accounting, but for students and new professionals, figuring out where to start can feel unclear and intimidating. On its surface, mentorship might seem simple — find someone you trust to guide your development. But first-time mentees often face more questions than answers: When should I start looking? How do I find the right person? What if we just don’t get along?
To help answer those questions, I spoke with Hannah Jensen, CPA, a partner at Wegner CPAs, who has walked the path from intern to leadership and mentored many young accountants along the way. Drawing on her experience on both sides of the table, Jensen shared practical advice and personal stories that shed light on five of the most common mentorship questions asked by aspiring CPAs.
1. When should I look for a mentor?
If you’re in your first or second year in public accounting, your main focus should be learning the job. Jensen noted that mentorship is most valuable once the steep initial learning curve levels out and your growth becomes more self-driven.
“You’re still going to be learning all the time,” she said. “But once you’re out of constant training mode and thinking more about where you’re going, that’s a good time to seek mentorship.”
“
You’re still going to be learning all the time. But once you’re out of constant training mode and thinking more about where you’re going, that’s a good time to seek mentorship.”
In those early years, you’re likely surrounded by support — performance managers, peers, buddy programs — so don’t rush to find a formal mentor right away. Once you start thinking beyond daily
Hannah Jensen, CPA, is a partner at Wegner CPAs.
tasks and toward your long-term goals, it may be time to pursue mentorship more intentionally. Jensen recommends the following:
• Build informal relationships in your first year.
• Start looking for a mentor during your second year.
• Seek to learn from people who are one or two professional levels above you.
2. How do I find the right mentor — and how do I ask?
Many firms offer formal mentorship or buddy programs — those are great places to start. In addition to premade matches, Jensen encourages students to pay attention to natural chemistry. “If you connect with someone you trust, respect and feel comfortable around, just ask to grab coffee and talk about your career. That can open the door,” she said.
It’s helpful to approach potential mentors with curiosity and a few thoughtful questions. Your sincerity and clarity matter most. If the fit is right and the mentor has capacity, the relationship might evolve into something more formal. The key is to be respectful of the potential mentor’s time and clear about what you’re hoping to learn. Here’s what Jensen suggests:
• Use firm programs if they are available. If not, consider established programs hosted by professional associations (such as the WICPA) and other affiliate groups.
• Don’t cold-email prospective mentors. Build a relationship first.
• When first reaching out, express why you’re interested in a mentorship with this person specifically.
3. What makes a mentorship successful?
According to Jensen, the most successful mentorships happen when the mentee takes ownership of the process. “As a mentor, I’m here to support your goals, not assign them,” she explained. “It’s the mentee’s job to bring the agenda.” That means showing up with topics or questions to discuss, being receptive to feedback and taking the time to reflect between meetings. Mentors are most effective when they know what you need from them. She offers this advice:
• Set a direction — even if you don’t know the destination.
• Be receptive to feedback.
• Honor your mentor’s time by being prepared.
Jensen shares her wisdom with both mentees and co-workers, including Liz Wilson from the audit team.
4. What should we talk about?
Conversations depend on where mentees are in their careers. Early discussions might consist of technical questions or help navigating firm dynamics. Later, it may shift to more abstract topics, such as leadership development, interpersonal skills or mindset.
Jensen noted that one of the most powerful things a mentor can do is help a mentee see what’s possible. “I had mentors who saw something in me before I saw it in myself,” she said. “They identified leadership qualities and helped me imagine a future I hadn’t yet considered.”
Specifically, Jensen recalled a mentor who helped her see herself as a leader long before she did. That person was Scott Haumerson, CPA, retired managing partner of Wegner CPAs. “When I was a senior accountant, he told me, You could probably be a partner someday. At the time, that felt like a huge distance from where I was. But hearing someone say that about me helped plant the seed.”
Haumerson’s comment shifted her mindset from self-doubt to self-confidence. Such validation can be a turning point for many young professionals. Jensen offers the following tips:
• Ask for help identifying your strengths.
• Be open to big-picture vision and small tactical tips.
• Let the relationship — and conversation — evolve over time.
5. What if it’s not working?
Not every mentorship lasts forever. Jensen recommends setting regular check-ins to evaluate the relationship. “Sometimes the goals are achieved, and you naturally move on,” she said. “Other times, you realize the dynamic isn’t right — and that’s OK.” Having been in this position before, she encourages both sides to be honest. “It takes courage to say, ‘This isn’t working,’ but it’s part of being a professional. A mismatch doesn’t mean failure. It just means you’re ready for a new voice.” She offers the following advice:
• Revisit expectations regularly (every three months is a good rule of thumb).
• Acknowledge — respectfully — when something feels off.
• Know when to let go and seek a fresh perspective.
I had mentors who saw something in me before I saw it in myself. They identified leadership qualities and helped me imagine a future I hadn’t yet considered.”
There’s no one-size-fits-all approach to mentorship. Some relationships are structured and long term, while others are informal and take shape over time. What matters most is finding someone who helps you grow — and being ready to do the work that growth requires. Be curious. Be prepared. Be open. And surround yourself with people who challenge and champion you. “You become like the people you spend time with,” Jensen said. “So choose wisely — and stay hungry.”
Fallon Morrissey is a content strategist at Wegner CPAs, where she works behind the scenes to help professionals share what they know, why it matters and how it can help others. Contact her at Fallon.Morrissey@wegnercpas.com.
Jensen draws from her experiences to mentor young professionals.
WELCOME STUDENT MEMBERS NEW
Sara J. Birschbach
Menomonee Falls High School
Ryan D. Blair Uline Inc.
Emily C. Braatz RSM US LLP
Henry A. Butzlaff
Sampheus Chhit
UW Credit Union
Kelvin Cribbs
Juliet A. Deckman
UW–Whitewater College of Business and Economics
Kyle D. Dedrick
Concordia University Wisconsin
Wyatt Esker
University of Wisconsin–Stevens Point
Luis O. Fonseca Oshkosh West High School
Jack R. Fritz
Ryan A. Glander
UW–Whitewater College of Business and Economics
Haylee M. Glauner Franklin University
Morgan Guenther
University of Wisconsin–Milwaukee Lubar College of Business
UW–Whitewater Foundation
Morgan Hestetune Reilly, Penner & Benton LLP
Owen M. Hinthorn
Monona Grove High School
Micah R. Hoehner
Concordia University Wisconsin
Dawid R. Jacobs
Ellen Jegen
Linto Jerry
Andrew Johnson University of Wisconsin–Green Bay
Matthew R. Johnson
Lucida Tax & Accounting Solutions
Daniel P. Jones
Max J. Kasper
Zachary Kestell University of Wisconsin–Oshkosh
Konrad Klein
Tyler W. Kuglitsch
University of Wisconsin–Milwaukee
Alexia Kurey
Kathleen Kysely
University of Wisconsin–Madison
Crystal Lee Premier Tax & Accounting LLC
Jaden Lehrmann
Aubree E. Leis Slinger High School
Jacob Marx Forvis Mazars
Diamond Meek
Maia L. Messerschmidt
UW–Whitewater Foundation
Maddy L. Mickelson Franklin High School
Kate Mumma
University of Wisconsin–Milwaukee Lubar College of Business
Thi Van Anh Nguyen
Joshua Pavlik Carthage College
Jaden J. Rice
University of Wisconsin–Madison
Addison A. Richardson McFarland High School
Katherine P. Rogers
Cambridge High School
Benjamin Saltzman
Jordan T. Schnabel
University of Wisconsin–Milwaukee Lubar College of Business
Rickey D. Smith Jr. GW Smith Holdings Inc.
Sonia Stafeil
University of Wisconsin–Madison
Sierra Steele
Black Hills State University
Reece J. Stoltenow
Concordia University Wisconsin
Madrelith Tafalla
Mijal Tohi
Lindsay Van Der Wegen University of Wisconsin–Milwaukee Lubar College of Business
Kongmeng J. Vang City of Madison Finance Department
Elise P. Wegner University of Wisconsin–Milwaukee
Calibor L. Welhouse
Jillian Westplate
Cindy Xiong
Greta Zier
Marquette University
Mastering Your Career Toolkit
Résumés, interviews and LinkedIn best practices for 2025
ABy Kathy Seidel, PHR, CDR
s you prepare to enter the workforce, your résumé, LinkedIn profile and interview skills are the most powerful tools in your job search. Whether you’re applying for internships or your first full-time role, presenting yourself professionally and confidently can make all the difference. Here’s your comprehensive guide to standing out in today’s competitive job market.
Résumé tips: Make every second count
Did you know that recruiters spend just 10 seconds scanning a résumé? That means your résumé needs to be clean, concise and compelling on the first scan. As applicant tracking systems (ATS) become more common, you should focus less on visual design and more on content that moves you forward in the hiring process. Formatting and content matter, so here are some tips:
• Limit it to two pages. Keep it focused and relevant.
• Highlight volunteer work and achievements, especially when relevant to the company or position you’re applying for.
LinkedIn:
• Keep it simple. Use a clean, consistent format that’s easy for both humans and ATS to read.
• Avoid fancy elements. Stick to standard fonts, bullet points and clear date formatting. Skip images and graphics, as they can confuse the ATS software.
• Tailor your résumé. Use keywords from the job description, especially skills and software relevant to accounting (such as Excel, QuickBooks, SAP).
• Quantify your achievements. Use numbers to show impact (such as “Reduced data entry errors by 20% through process improvements”).
Your digital first impression
LinkedIn is more than just an online résumé — it’s your professional brand. Having an up-to-date and detailed LinkedIn page will open the door to opportunities and help you stand out in a sea of applicants. Incorporate these profile essentials:
• Professional photo: Upload a clear, friendly headshot in business attire.
• Creative summary: Tell your story. What has brought you here? What are your goals moving forward?
• Your work: Include class projects, internships or volunteer roles in the “Projects” or “Featured” sections.
• Skills and endorsements: Add relevant skills and ask classmates, co-workers or professors to endorse you.
• Consistency: Ensure job titles, dates and descriptions match those in your résumé.
Application best practices
Now that your résumé and LinkedIn profile are ready to be seen, it’s time to find those job opportunities. Once you find a job that excites you, make your application count.
• Apply on the company’s website when possible. It’s more direct and often preferred.
• Complete all fields on applications, even optional ones. If the ATS has the option to parse information from your résumé, your clean formatting will ensure a smooth process.
• Mention referrals if you have them, but don’t make them up.
• Exercise caution on cover letters. Use a cover letter when requested or when you have a compelling story to tell. If not required, they may hurt you more than they help. If you wish to use one, watch those details — including a cover letter addressed to the wrong organization is not putting your best foot forward.
• Track your applications. By keeping a log of where and when you applied, you will be
By following these tips, you’ll not only stand out; you will show employers that you’re prepared, professional and ready to contribute.” “
prepared when you receive a call. Be sure to include what stood out to you about each role and made you want to apply.
Interview preparation: Be ready — but not rehearsed
Interviews are your chance to bring your résumé to life. This is your opportunity to show an organization’s representatives why you want to join them and why they should hire you. Before the interview, take these steps:
• Research the company. Know its mission, services, size and recent news.
• Review your résumé. Be ready to discuss everything on it.
• Prepare answers. Think about your strengths, weaknesses and accomplishments. Consider stories you can tell about your work that will answer common questions.
• Practice responding to questions. Contemplate behavioral questions, such as “Tell me about a time you solved a problem.”
On the day of the interview …
• Be early. Arrive 10–15 minutes early for in-person interviews; log in 5–10 minutes early for virtual ones.
• Dress professionally. Business professional attire is always safe. If you’re not sure, check the company’s social media for a view into what employees typically wear.
• Make eye contact and smile. Show confidence and enthusiasm.
For virtual interviews …
• Find a quiet space. Choose a distraction-free area with good lighting and a neutral background.
• Test your tech. Check your internet, camera and microphone ahead of time.
• Use a stationary device, such as your desktop or laptop computer, not a handheld device. If your only option is a cell phone, use a stand to keep the camera from moving.
• Dress the part. Wear the same outfit you would wear for an in-person interview.
Ending the interview and following up
How you end the interview can leave a lasting impression. To increase your chances of being selected for the role, do the following:
• Ask about the next steps. This shows interest and initiative.
• Collect contact information. Secure business cards or email addresses from those who interviewed you. If you haven’t already done so, connect with them on LinkedIn.
• Follow up within 24 hours. Send a personalized thank-you email or LinkedIn message to each interviewer. Handwritten notes can be impressive, too.
• Stay positive. Even if you think it didn’t go well, you never know. Confidence and persistence matter.
Landing your first job in accounting is a journey, and every résumé, application and interview is a step forward. By following these tips, you’ll not only stand out; you will show employers that you’re prepared, professional and ready to contribute.
Kathy Seidel, PHR, CDR, is manager of recruiting services for MRA – The Management Association, the nation’s largest employer association. Contact her at 262-696-3376 or Kathy.Seidel@mranet.org.
The Four Most Common Interview Questions
Be prepared to communicate your value to potential employers during any interview.
If you are approaching the end of your accounting studies or have recently graduated, you are likely searching for your first accounting job.
You might also be considering an internship so you can flesh out your résumé while you gain valuable professional experience, network with other accounting and finance professionals and apply what you learned in school.
Be prepared to communicate your value to potential employers as you interview, either for your first job or for an internship. You’ll likely be asked four questions:
1. How will you add value to our company?
Hiring managers will often use this question to explore whether you offer more than accounting knowledge.
Share your knowledge of software and how skills you’ve acquired transfer to the job at hand.
For example, if you’ve worked in retail or at a restaurant, you had to clearly speak to customers and hear their concerns. Experience in customer service means you’re familiar with problem-solving and meeting customer demands.
Many companies work exclusively in the cloud through a variety of software systems. Perhaps you bring knowledge about coding, IT solutions or social media that could benefit the company.
Finally, you’ve been cultivating time management in pursuit of your degree. Time management skills are crucial in the professional environment. Talk about what you’ve learned and how you manage your time as you juggle competing priorities.
Some of your work experiences may seem unrelated to a job in accounting, but they’re known as “transferrable skills” and hold a lot of value. Share with the hiring manager how your skills directly relate to the job you seek.
2. What are your strengths and weaknesses?
Self-awareness is essential for personal and career growth, especially in a profession that changes in response to economic and political factors.
Employers will expect you to be proactive about self-improvement.
Be honest about areas of weakness. Then, share how you are working to address them.
Perhaps Microsoft Excel intimidated you, so you signed up for a class at school. Or maybe you feel shy about delivering presentations or talking to large groups, and you addressed that challenge by attending a public speaking seminar.
3. Are you a team player?
Employers ask this question to investigate whether you can collaborate well with others and receive feedback.
CPAs do not sit alone crunching numbers. Accounting and finance professionals regularly collaborate with colleagues, clients and other professionals, including attorneys. Differences of opinion are likely to arise, and deadlines can add to the pressure.
Share a specific example of a time you demonstrated your ability to collaborate by actively listening and clearly communicating to resolve a problem with your peers.
4. Where do you see yourself in five years?
Employers ask this question to scope your longterm ambitions.
Answer honestly and within your means.
If you answer that you want to be a CFO or a partner in the firm, that could present as unrealistic.
If you’d like to work for that company and move from an interning position to a full-time position, say that. Employers would love to know you plan to gain experience as an intern and then carefully consider full-time employment options.
More pro preparation tips
It is natural to feel nervous before and during an interview. You want to feel well prepared, so practice your answers and draft a few questions to ask about the job description and the company.
Get ready for your interview by identifying clear examples of your skills from volunteer experiences, jobs you had in high school and college or times you collaborated with your classmates to create relevant projects.
Preparation allows you to focus on the present moment, demonstrate active listening and answer questions clearly.
It’s impossible to prepare for every question you will be asked during an interview, but practicing your responses for common questions will help you feel prepared. Take the first step to landing your next dream position by checking out the WICPA Career Center. You can also sign up for a free student membership to further boost your professional knowledge and increase your confidence.
Employers need to know they can trust you to maintain professionalism, even when there are hurdles to overcome. Reprinted from
The Scholars Behind the Scholarships
For many aspiring accountants, the desire to pass the CPA Exam is top of mind. Earning a scholarship can help make that path easier.
By Brent Roberts
Each year, the WICPA Educational Foundation proudly awards $3,000 college scholarships to qualified accounting students in their fifth year who are working toward the 150-hour requirement needed to receive their CPA license. The foundation plays a pivotal role in supporting programs that improve awareness and perceptions by educating
Wisconsin students and educators about exciting opportunities available in the accounting profession.
The foundation awarded 15 scholarships to the following recipients at the 2025 New CPA Banquet on June 13:
Roger Buchholz Memorial Scholarships
Christian Chin, University of Wisconsin–Madison
Haylee Glauner, Franklin University
Andrew Johnson, University of Wisconsin–Green Bay
Sierra Steele, Black Hills State University
Elizabeth Peters Memorial Scholarship
Zachary Kestell, University of Wisconsin–Oshkosh
Congratulations to all the scholarship winners, including the eight who attended the New CPA Banquet in person (from left): Christian Chin, Zachary Kestell, Spencer Struckman, Reece Stoltenow, Emily Braatz, Shaylin Stemper, Katie Kysely and Sonia Stafeil.
Leroy C. Schmidt 150-Hour Scholarship
Emily Braatz, University of Wisconsin–Whitewater
Laney Halbach, University of Wisconsin–Oshkosh
Jacob Naber, Carroll University
Kylee Skrzypchak, Carroll University
Sonia Stafeil, University of Wisconsin–Madison
Shaylin Stemper, University of Wisconsin–Stevens Point
Reece Stoltenow, Concordia University Wisconsin
Spencer Struckman, University of Wisconsin–Whitewater
Greta Zier, Marquette University
Von Haden Memorial Scholarship
Katie Kysely, University of Wisconsin–Madison
Eligibility requirements
Interested applicants must have the following qualifications:
• Be a resident of Wisconsin and a U.S. citizen.
• Have full-time student status with a cumulative GPA of 3.0 or higher at a college or university that
has an accounting program that qualifies to sit for the CPA Exam.
• Have completed the first financial accounting course within the accounting major (beyond the courses required for all business majors) with an A or B grade.
• Have completed at least 90 credit hours of a degree program that qualifies to sit for the CPA Exam but not yet completed the 150-hour requirement.
• Be working toward completing the 150-hour requirement and plan to apply for a Wisconsin CPA license.
Applications for the 2026-2027 academic year are open and must be submitted by Friday, March 13, 2026.
Learn more about each of the scholarships at wicpa.org/education/scholarships/faqs.
Brent Roberts is the WICPA’s communications director. Contact him at 262-785-0445, ext. 4515, or brent@wicpa.org.
ACCOUNTING SCHOLARSHIPS
online at wicpa.org/scholarships through March 13, 2026.
