In a world where artificial intelligence can generate a polished résumé in seconds and tailor it to any job posting, the ability to stand out as a job seeker has shifted dramatically. Aspiring and seasoned CPAs alike are discovering a new hiring reality: When AI can make almost anyone look like a strong candidate, recruiters and hiring managers increasingly rely on one thing AI can’t replicate – real human relationships.
This is where the humble coffee chat becomes a powerful career tool.
Coffee chats (sometimes referred to as informational interviews) are casual, short conversations with someone in your field. They help you build meaningful connections, gain insights, and open doors that online applications alone often can’t. Whether you’re looking for your first accounting role, transitioning into a new area, or exploring senior-level opportunities, these informal conversations can position you as a known, trusted candidate rather than a name in a digital stack of résumés.
Below, we’ll explore why coffee chats matter more than ever, with strategies for asking for one, conducting one effectively, and following up in a way that nurtures the relationship.
Why networking is essential in the AI era
AI tools can now refine résumés and cover letters, and accurately match job descriptions. While this levels the playing field in some ways, it also introduces a dilemma for employers: When many applicants look equally strong on paper, how do they identify who to interview?
Hiring managers and recruiters are increasingly relying on their networks, referrals, and personal recommendations to cut through the noise. When the applicant pool is flooded with AI-polished submissions, knowing someone who can vouch for your reputation or potential becomes a major advantage.
Strategy 1: How to ask for a coffee chat
Requesting a coffee chat can feel intimidating, but it’s much easier when you keep the ask simple and respectful of the person’s time. Most professionals are open to supporting others, especially within the CPA community, if the request is thoughtful and clear.
Here are three tips:
1. Lead with genuine appreciation or a shared connection.
Mention something specific about their work, experience, or background. People respond well when they feel seen and valued.
Example: “I’ve been following your transition from public accounting into corporate finance, and your perspective really resonates with me.”
2. Be concise about what you’re asking for.
The phrase “10-to-15 minute coffee chat” signals low pressure and a small-time commitment.
Example: “I would truly appreciate 15 minutes of your time for a brief coffee chat to learn more about your experience in audit.”
3. Make it easy to say yes.
Offer flexible options, such as virtual or in-person meetings, and be open to their schedule.
Example: “I’m happy to adapt to whatever works best for you – video call, phone, or in-person if it’s convenient.”
A well-crafted message shows professionalism, making it more likely they’ll agree.
Strategy 2: How to conduct a successful coffee chat
Once someone has agreed, preparation and presence will make all the difference. The goal is not to “sell” yourself but to build rapport and leave a positive impression.
1. Come prepared with thoughtful, open-ended questions.
Ask about career paths, lessons learned, or industry trends, not just job opportunities.
Some examples:
- “How do you see emerging technologies affecting accounting roles?”
- “What skills do you think new CPAs should focus on developing?”
2. Keep the tone conversational.
It’s a chat, not an interview. Show curiosity, share your own experiences, and engage naturally.
3. Respect their time and close with gratitude.
Keep an eye on the clock and wrap up when you said you would.
You might say: “I want to be respectful of your time. Thank you so much, this has been incredibly helpful.”
If the subject of job opportunities comes up naturally, great. But never make the entire conversation about getting referred. Strong relationships, not transactional asks, create the best opportunities.
Read more
- The career advantage of learning from CPA colleagues
- Seeing the whole field: how Lisa Abbate leads in the C-suite
- How new professionals can stand out in a competitive job market
Strategy 3: How to follow up and build long-term relationships
The follow-up is where your connection turns into a relationship.
1. Send a warm thank-you note within 24 hours.
Keep it specific: Mention something you learned, appreciated, or will implement.
Example: “Thank you again for sharing your journey into forensic accounting. Your advice about developing strong data analytics skills was incredibly valuable.”
2. Share updates or small touchpoints over time.
You don’t need to check in every month, but occasional touchpoints help keep the connection alive:
- Share a useful article related to something you discussed.
- Update them when you pass an exam or complete a project.
- Let them know when you’ve acted on their advice.
3. Offer value back when you can.
Networking is a two-way street, even for early-career CPAs. You can:
- Introduce them to someone in your network.
- Share insights from your coursework or industry news.
- Congratulate them on achievements you see on LinkedIn.
Small touches build strong professional relationships.
Final thoughts
In an AI-driven job market, it’s important to emphasize your humanity by expressing your curiosity, professionalism, and ability to connect. Coffee chats are a simple, effective way to nurture the relationships that shape careers. Investing time in these conversations can open doors that no automated résumé ever will.
Looking for more ways to put your best foot forward? Check out CPABC’s recruitment events and the career resource library on CPABC’s Careers Site.
Emma Rowbotham is a talent development officer at CPABC.
