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Interview with a CPA

I talked to a CPA and she tells me her experiences with her parents and interacting with people aged 50+.

Photo of Brian Hui
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Background

The CPA studied accounting in India. Upon graduation, she worked at her father's business in the accounting department for about 1.5 years. She went on to complete her graduate degree in the US and became a CPA.

On Interactions with Those 50+

When she deals with clients 50+, she tends to need to do some hand holding with the technologically challenged customers. Customers in this age group are also very mindful of risks and tend to want to double check if the financial services and products they're using will be safe or not.

She mentions that as she has gotten used to the hand holding interactions, she is finding that she tends to do things for the customers now before the customer even asks for them. This has helped her.

On Her Parents' Interaction with Financial Services

She briefly mentioned that her parents, who are in the 50+ group, still prefer to do things in-person back home in India. In fact, her father is technology adverse and his business is just now creating a website, setting up an email, and establishing a digital presence!

On What She Wants to See Happen

At the tail end of our conversation, she mentions that a lot of people still need to be walked through financial service interfaces online. She would like to see interfaces redesigned to be simpler.


What is a provocation or insight that might inspire others during this challenge?

It is important for us to realize that those that are 50+ may not necessarily all be technologically inclined and we may have to keep in mind that there may be some hand holding involved unless services are designed to be simple and easy to use for those 50+.

Tell us about your work experience:

I'm a graduate student at New York University studying Integrated Digital Media. Previously, I've had two years of experience in the architecture industry in Vancouver, CAN as a Marketing Coordinator.

Specifically, please check all that apply:

  • I'm not currently involved in a credit union, but am curious to learn more!

3 comments

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Photo of Yazmin

Being a CPA is not that easy and a CPA is a very respectable person because of the talent and experience that the person can share to the business. Accounting firms are very important to a business because they can help the business to gain a strong decision-making because accounting is one of the key factor in a business. It can decide whether the business will still continue or not.


Yazmin Barajas, Head Ops
Offshore Business Processing Accounting Solutions
http://www.offshorebusinessprocessing.com/accounting-services

Photo of Lillian J Warner

Interesting! What does the CPA do for 50+ clients? What services are being provided? 

Photo of Brian Hui

Hi Lillian! I am not sure, but from my notes, I believe this was in relation to her handful of private clients outside of her normal work. She did mention providing accounting statements to them as well as though.