5 practical tips if you need time off to take care of yourself

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If you find that you need to step away from your work for some time to take care of your health, here’s a checklist to help you get started.

  1. Take the time to update your current files
    Before you leave, take the time to assess the needs of your clients and determine which files you can finalize before your absence and which files should be transferred to someone else.
  2. Designate a replacement CPA 
    As a CPA, especially if you work alone, it is your responsibility to take the necessary measures to provide your clients with a contact if you need to take an unexpected, extended leave of absence. The best solution is to have another CPA agree to be your replacement in case of emergency. Without having to take over your client base, your replacement will at least be able to notify your clients so that they can make informed decisions about how to proceed. This will also ensure that someone has temporary custody  of your files, as stipulated in section 27 of the Règlement sur la tenue des dossiers et des cabinets de consultation et sur la cessation d’exercice d’un membre de l’Ordre des comptables professionnels agréés du Québec.

    If you are unable to designate a replacement, you can contact our professional practice support department to guide you through the procedure to ensure your files are monitored.

  3. Notify your clients 
    It is paramount that you inform your clients of your absence and provide them with the contact information of your replacement. Also, consider using an automatic out-of-office message for your email and voicemail.

  4. Inform the Order of your decision 
    Contact the roll of the Order at 514-788-6022 or by email at tableauCPA@cpaquebec.ca. If you are unable to do so, your designated replacement CPA may also inform the Order of your situation. 
    At this time, the Order will be able to tell you whether relief measures are possible in your case, particularly regarding your dues and compulsory continuing education.

  5. Take care of yourself
    Never hesitate to ask for help! Everyone goes through difficult times, and in such cases, it is vital to get the support of professionals who are able to help us. If you are having trouble finding relevant resources, please contact the Order’s CPA Assistance Program.