Jake Winkler
Jul 3, 2025
I’m frequently asked by college students what are the most important skills to have as a new CPA. They are surprised when one of the primary tools a CPA needs in their tool chest is the ability to communicate. This isn’t the same profession it was even 20 years ago. CPA’s roles are shifting, particularly in an age of automation and artificial intelligence. While technical knowledge and attention to detail are critical to success in the accounting profession, one often overlooked yet equally vital skill is effective communication.
First and foremost, CPAs must be able to explain complex financial information in ways that are understandable to non-accountants. Stakeholders may not be familiar with accounting jargon or financial terminology. They may not understand what the numbers in the financial statements mean. A CPA’s ability to break down these concepts into clear, concise language is essential to helping others make informed decisions. Whether presenting an audit finding to a board of directors, advising a small business owner on tax strategies, or consulting on complex financial transactions or growth strategies, communication bridges the gap between technical expertise and practical understanding.
Moreover, CPAs often serve in advisory roles that require not just the delivery of information, but the ability to persuade, guide, and influence. For example, a CPA might need to recommend process improvements or discuss the financial impact of a strategic business move. These conversations demand both clarity and diplomacy. This is especially true when you consider the increasingly changing landscape among software and its implementation as well as the declining number of accountants in the profession making suggestions of changes more challenging due to the comfort of established ways to do things. Strong communication skills enable CPAs to present their positions confidently, address concerns thoughtfully, and build trust with clients and management.
Teamwork is another area where communication plays a key role. Accounting is a team-centric field. In my 20 years in the profession, I’ve always been part of a team. Whether in the corporate world or working in the field on an audit, a team of professionals is instrumental to success. Clear, timely communication helps ensure that tasks are completed efficiently and that everyone is aligned on objectives and deadlines.
Finally, regulatory bodies and professional standards emphasize the importance of communication. For instance, auditing standards require clear documentation of findings and conclusions. In the case of fraud or material misstatement, CPAs must communicate effectively and ethically with management, audit committees, or regulators. The stakes can be high, and the consequences of miscommunication severe.
In conclusion, communication is not merely a soft skill for CPAs—it is a core competency. Tables stakes, if you will. Whether educating clients, collaborating with peers, or fulfilling regulatory obligations, the ability to communicate effectively is essential to a CPA’s success. As the profession continues to evolve and expand into advisory and strategic roles, CPAs who prioritize and develop strong communication skills will be better positioned to lead, influence, and add value in any setting.