Finding a mentor is a game-changer for any bookkeeper. A Certified Public Accountant (CPA) mentor can offer invaluable guidance, helping you refine your skills, expand your expertise, and build confidence in your work. But where do you start? If finding a CPA who’s ready to mentor you feels daunting, don't worry—you’re not alone, and we’ve got you covered!
Before we get into the "how," let's talk about the "why." A CPA mentor can guide you in understanding complex accounting concepts, introduce you to industry best practices, and even allow you to strengthen your professional network. They can offer insights into aspects of bookkeeping that might be beyond your current scope, like tax preparation or advanced analysis. Learning directly from a CPA helps position you as a well-rounded, highly knowledgeable bookkeeper. Imagine the confidence boost you’d gain in your day-to-day work—and how much more value you'd bring to your clients!
This blog post highlights some straightforward (but effective!) strategies for connecting with the right CPA mentor. Here’s a summary of the practical steps:
1. Direct OutreachOne of the simplest—and most effective—ways to find a CPA mentor is to reach out directly. Start with CPAs in your area. Many professionals are open to supporting fellow industry practitioners, especially bookkeepers who take the initiative.
When reaching out, start with a warm introduction. Share a little about your role and why you're interested in building a professional relationship with them. Keep your communication clear, professional, and personable. A quick LinkedIn message, a friendly email, or even a phone call can go a long way!
2. Leverage Existing Connections
If you already have bookkeeping clients, why not see if their CPA is a good candidate for mentorship? This approach has two key benefits:
- You're reaching out to someone with a direct understanding of one of your shared clients’ needs.
- You’ve already got common ground—and that's a great way to break the ice.
Simply ask your client for permission to connect with their CPA. Explain how you’re looking to learn and grow as a bookkeeper, and they’ll most likely be happy to put in a good word on your behalf.
3. Cold Calling Local CPA Firms
While it might seem intimidating at first, cold calling small CPA firms is an effective strategy for connecting with potential mentors. Smaller firms are often more community-driven and approachable compared to larger ones. Many CPAs are passionate about helping others in the industry grow, so don’t hesitate to pick up the phone and start making connections.
Need ideas for what to say? Here’s a starting point:
"Hi, my name is [Your Name], and I’m a bookkeeper based in [City/State]. I’m looking to connect with a CPA who’d be open to offering some mentorship or guidance as I continue to grow my skills. Would this be something you’d be interested in or know someone in your firm who might be?"
A little confidence and positivity go a long way!
4. Focus on Small CPA Firms
When starting your search, prioritize small CPA firms. Why? Smaller organizations tend to have more flexibility when it comes to dedicating time for mentorship. These firms also tend to value building strong local professional relationships compared to larger firms that might have a more corporate structure and focus.
Plus, small firms often rely on bookkeepers for collaboration, so there’s a natural synergy that makes connecting easier!
5. Use Online Professional Communities
Don’t forget to tap into online communities like LinkedIn groups and forums dedicated to bookkeepers and accountants. Join discussions, post your interest in finding a mentor, and engage with professionals in a way that showcases your enthusiasm and willingness to learn.
- Be Open to Feedback: Approach your mentorship with an open mind. CPAs bring incredible experience and insights to the table—be ready to learn and grow!
- Show Commitment: Mentorship is a two-way street. Show your potential mentor you’re serious by being proactive, organized, and respectful of their time.
- Build a Relationship: Beyond professional collaboration, aim to forge a genuine relationship of mutual respect and trust. This rapport will make mentorship even more rewarding for both of you.
Finding a CPA mentor may take a little effort, but the rewards are absolutely worth it. Not only will you gain technical knowledge, but you’ll also develop skills and relationships that can completely transform your bookkeeping career.
If you're ready to take the plunge, start exploring the strategies shared above—maybe even use one or two today! And don’t forget to check out the video here for more real-world guidance and inspiration.
Your dream mentor could be just a conversation away!
Learn how to find the perfect CPA mentor to advance your bookkeeping career! This guide covers proven strategies to connect with experienced CPAs, build strong professional relationships, and gain invaluable technical knowledge. Start your mentorship journey today and achieve your career goals!
This is a very busy time for CPAs so now is NOT the time to reach out to a CPA to offer to take them out for a cup of coffee. But it's a great time to start researching CPAs in your area.
Mark your calendar for April 14th - aka "Be Nice to a CPA Day" (a holiday we're working on getting recognized).
Send your local CPAs a small gift or note of appreciation. That can be a great way to get you top of mind and get the relationship going.
