Follow the 'CPA Requirements Checklist: Haas' to streamline your path to becoming a certified CPA, seamlessly navigating through education to licensure.
1
Enroll in an accredited CPA program
2
Complete the required number of accounting and business course hours
3
Obtain a bachelor's degree
4
Apply for the CPA Examination
5
Study for the CPA Examination
6
Pass all four sections of the CPA Examination
7
Approval: CPA Examination Results
8
Submit official transcripts to the Board of Accountancy
9
Complete required work experience
10
Approval: Work Experience Verification
11
Submit a completed application for licensure to the Board of Accountancy
12
Approval: Licensure Application
13
Pay licensure fees
14
Pass an ethics examination
15
Approval: Ethics Examination Results
16
Go through criminal background check
17
Approval: Criminal Background Check
18
Obtain professional liability insurance
19
Approval: Liability Insurance
20
Start practicing as a certified CPA
Enroll in an accredited CPA program
To become a certified CPA, you must first enroll in an accredited CPA program. This task is the starting point of your journey towards becoming a CPA. It sets the foundation for your education and training in the field. The desired result is that you successfully enroll in a recognized CPA program. Do you have a specific CPA program in mind? What resources or tools do you require to complete this task?
Complete the required number of accounting and business course hours
In order to become a CPA, you need to complete a specified number of accounting and business course hours. This task is crucial as it provides you with the necessary knowledge and skills required for the profession. The desired result is that you fulfill the course requirements. Are there any challenges you anticipate in completing the required course hours? How will you overcome them?
Obtain a bachelor's degree
One of the prerequisites for becoming a CPA is obtaining a bachelor's degree. This task is essential as it demonstrates your academic proficiency and readiness for the profession. The desired result is that you successfully earn your bachelor's degree. Do you have a specific major in mind? Are there any additional requirements for your degree? What resources or tools will you need to complete this task?
Apply for the CPA Examination
Once you have met the educational requirements, you need to apply for the CPA Examination. This task is a crucial step in the certification process. The desired result is that you successfully submit your application for the exam. Have you gathered all the necessary documents and information for the application? What challenges might you encounter during the application process? How will you address them?
Study for the CPA Examination
In order to pass the CPA Examination, you need to dedicate time and effort to studying. This task is crucial as it prepares you for the rigorous exam. The desired result is that you effectively study and prepare for the exam. How do you plan to study? Will you join a study group or use specific study materials? Share your study plan and any challenges you may face during the studying process.
Pass all four sections of the CPA Examination
To become a certified CPA, you must pass all four sections of the CPA Examination. This task is the culmination of your efforts and preparation. The desired result is that you successfully pass all four sections of the exam. How confident are you in your preparation? What strategies or techniques will you employ to ensure success?
1
Not confident
2
Somewhat confident
3
Moderately confident
4
Very confident
5
Extremely confident
Approval: CPA Examination Results
Will be submitted for approval:
Pass all four sections of the CPA Examination
Will be submitted
Submit official transcripts to the Board of Accountancy
Once you have passed the CPA Examination, you need to submit your official transcripts to the Board of Accountancy. This task is necessary to validate your educational achievements. The desired result is that you successfully submit your transcripts. What challenges might you encounter during the submission process? How will you address them?
Complete required work experience
To become a certified CPA, you must complete a specified amount of work experience in the field. This task is crucial as it provides you with practical exposure and enhances your skills. The desired result is that you fulfill the work experience requirements. Do you have a specific job or internship in mind? How will you ensure that you gain the necessary experience?
Approval: Work Experience Verification
Will be submitted for approval:
Complete required work experience
Will be submitted
Submit a completed application for licensure to the Board of Accountancy
Once you have fulfilled the educational and work experience requirements, you need to submit a completed application for licensure to the Board of Accountancy. This task is essential for obtaining your CPA license. The desired result is that you successfully submit your application. What challenges might you face during the application process? How will you address them?
Approval: Licensure Application
Will be submitted for approval:
Submit a completed application for licensure to the Board of Accountancy
Will be submitted
Pay licensure fees
After submitting your application for licensure, you need to pay the required licensure fees. This task is necessary to finalize the licensure process. The desired result is that you successfully make the payment. What payment methods are available? How much is the licensure fee?
Pass an ethics examination
As part of the licensure process, you need to pass an ethics examination. This task is crucial to ensure that you adhere to professional ethics and standards. The desired result is that you successfully pass the ethics examination. How do you plan to prepare for the ethics examination? Will you use any specific study materials or resources?
1
Book
2
Online Course
3
Interactive Modules
4
Study Guide
5
Practice Tests
Approval: Ethics Examination Results
Will be submitted for approval:
Pass an ethics examination
Will be submitted
Go through criminal background check
Before receiving your CPA license, you need to undergo a criminal background check. This task is necessary to ensure your suitability and integrity as a CPA. The desired result is that you successfully pass the background check. Are there any potential issues that might arise during the background check? How confident are you in the outcome? How will you address any concerns?
1
Not confident
2
Somewhat confident
3
Moderately confident
4
Very confident
5
Extremely confident
Approval: Criminal Background Check
Will be submitted for approval:
Go through criminal background check
Will be submitted
Obtain professional liability insurance
As a certified CPA, it is important to have professional liability insurance. This task is necessary to protect yourself and your clients from potential risks and liabilities. The desired result is that you successfully obtain professional liability insurance. Do you have any specific insurance providers in mind? What coverage options are available? How will you select the most suitable insurance for your needs?
1
Errors and Omissions
2
General Liability
3
Cyber Liability
4
Workers' Compensation
5
Business Interruption
Approval: Liability Insurance
Will be submitted for approval:
Obtain professional liability insurance
Will be submitted
Start practicing as a certified CPA
Congratulations! You have successfully completed all the necessary requirements to become a certified CPA. This task marks the beginning of your professional journey as a CPA. The desired result is that you start practicing as a certified CPA. Are there any specific areas of accounting or industries you are interested in? What resources or tools will you need to effectively serve your clients?