A day in the life of a Partner at our Cornwall office
When you tell people you’re an accountant, and a partner at a firm they often assume you live your life at your desk and crunch numbers all day. However, what they don’t realize is how much emphasis is placed on interpersonal skills and the ability to work as part of a team. Here is an example of Monday in May when I have multiple teams working on audits and we are getting caught up on files after a very busy tax season.
05:00 Wake up and workout in my home gym.
07:20 Out the door and drop our two children off at school.
07:45 Arrive in the office and have breakfast while I catch up on emails and go over the tasks I have scheduled for the day.
08:00 Go down to Angie’s office to touch base on staffing, workload and ensuring our team is set up for the week. We go over some administrative items while we sip our coffees and catch up.
08:30 Check in with my team on site at a municipal client. Touch base to make sure they are all set and have the information they need. I then check in with the treasurer to see if there are any aspects of the audit or new standards they want to discuss or review.
09:30 Prepare for a client meeting at 10am. Small business coming in to discuss an intergenerational transfer to their adult child. They want to retire and let the next generation take over. I review the scenarios I have prepared depending on their retirement goals, eligibility for the LCGE and aspirations for the business moving forward.
10:00 Meet with my client in our boardroom. We review the scenarios I have prepared on our big screen and review their current investments, insurance and wills. We discuss their plans during retirement, their wishing for their estate and how we can work with their lawyer and financial planner to ensure their goals are met.
12:00 Have a salad while I get caught up on the emails from the morning. I grab my headphones, play my current audiobook or newest Taylor Swift album and head to Lamoureux park for a good walk. I try to take time each day to get outside, take in some vitamin D and fresh air.
13:00 Back in the office and review some corporate client files. I assess the file and corporate taxes to ensure it’s in line with the tax planning discussed with the clients. If I have any review notes for the file preparer I send them via email and take some time to review the comments with them.
16:00 Attend a finance committee meeting with a local NPO to review their draft financial statements and management letter in advance of their AGM the next month.
17:00 Time to pick up my kids at school, have a family dinner and likely be just right on time for one of their sporting activities.
20:30 Once the kids are asleep, my husband and I normally find ourselves back at work in our home office. Catching up on all the emails from the day and tasks we couldn’t get to between phone calls coming in and people stopping by our offices. We make sure to call it a quits at a decent time, get out for a walk around our neighbourhood before bed and do it all again the next day!
Current Opportunities
Work with great colleagues, a large variety of clients and a firm filled with opportunity. Each day is different at Welch, but one thing remains the same – our greatest asset is our people and we work hard to help you reach your full potential.
