CPA PERT – Admin Assess

CPA PERT – Admin Assessment

I recently received an admin assessment on one of my CPA reports because I used my manager’s personal email during their transition to a new job. As a result, my status is now listed as admin assess. Has anyone else encountered this situation? What can I expect to happen next?

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  1. It sounds like you’re in a bit of a tricky situation due to the change in your manager’s employment status. An administrative assessment (admin assess) can happen when there are discrepancies or issues that need clarification, like using a personal email for official communications.

    Typically, the next steps involve the following:

    1. Clarification: The CPA review board may reach out for additional information or clarification regarding the use of personal email. Be prepared to provide any necessary context about why you used that email and what communications were conducted.

    2. Resolution: Depending on their findings, they may either approve your report after clarifications, request further documentation, or, in some cases, ask for a resubmission if they find the situation warrants it.

    3. Communication: Keep an eye on your email for any updates from the CPA or related bodies and respond promptly to any requests for information.

    4. Consultation: It might be beneficial to speak with someone in your HR department or a mentor who has dealt with similar situations for guidance on how to navigate this process.

    Hopefully, this gets resolved quickly for you! Good luck!

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