Month: June 2024

Before I get started let me just mention to make sure you listen until the end because I’m going to start sharing some key takeaways from each episode and some action steps you can take.  As I’ve created with the one-of-a-kind Smarter Accountant Podcast Guide, I want to help you apply what you’re learning in each of these episodes.

Today I want to talk about something that’s probably crossed your mind more times than you can count – just wanting to feel better. It’s one of those universal desires, right? I mean, who doesn’t want to feel good? 

Think about it. When was the last time you heard someone say, “I just want to feel miserable all the time”? Exactly. 

Most of us, when asked about our ultimate life goal, will boil it down to one simple statement: “I just want to be happy.” It’s like the holy grail of emotions – the one thing we’re all chasing, hoping to catch and hold onto forever.

But here’s the thing – happiness, as much as we pursue it, isn’t the only emotion out there. Sure, it gets top billing at the box office and in the emotional hierarchy, but there’s a whole spectrum of feelings that color our lives. 

And if we’re being honest, not all of them are rainbows and sunshine.

Take sadness, for example. Sometimes it feels like it comes out of nowhere and leaves you feeling defeated.  Or how about anger – where it feels like your blood is literally boiling.

And then there’s anxiety, that pesky little voice in your head that never seems to shut up.  Or the feeling of stress and overwhelm that are all too familiar to accountants.

Now, here’s where it gets interesting – we often treat these emotions as if they just “happen” to us.  For example, we say something like “I just wish I could feel happier,” as if the feeling of happiness is something we stumble upon by chance, like a lucky penny on the sidewalk.

But what if I told you that happiness – and every other emotion under the sun – isn’t something that happens to us, but something we create? Sounds crazy, right? Stick with me.

When my mentor taught this topic, she asked us to think about the last time we heard about someone winning the lottery. Can you imagine how excited they must have been?  

Here’s the thing – they hadn’t actually received the money yet. They were still in the same financial situation they were in before they bought the ticket. And yet, in that moment, they were walking on air, high on the promise of what was to come.

Why? Because of a thought. That’s right, a simple thought – “I just won the lottery” – was enough to send their emotions into overdrive. It wasn’t the money itself that made them happy because they didn’t actually have it; it was the belief that their life was about to change for the better.

And if thoughts can have that kind of power over something as monumental as winning the lottery, imagine what they can do for the everyday moments of your life. 

That’s what I’m going to explore in this episode – the fact that happiness isn’t something we find, but something we create. So if you just want to feel better (and who doesn’t?) then keep listening.

Challenging the External Perception of Happiness

The truth is that we’ve been taught to believe that happiness is somehow tied to things like what we have or how we look. You know what I’m talking about – those flashy commercials telling us that buying this car or wearing those shoes will bring us the happiness we’re looking for. 

Think about the last time you scrolled through your social media feed. How many posts did you see of people flaunting their latest purchases or showing off their perfectly curated lives? It’s like we’ve bought into this idea that happiness is something we can order online or pick up at the mall.

The problem is that people, places, and things don’t create our feelings, especially the feeling of happiness.  In fact, circumstances like a healthy 401k balance or a new house on a lake do not actually create a feeling of happiness or security.  

Think about it this way – remember how you couldn’t wait to pass the CPA exam or get that accounting job?  You probably got a temporary wave of excitement or happiness, right?

But once the honeymoon period wore off, were you still as excited or happy?  Or were you now as stressed and overwhelmed as most accountants feel?

I’ve been there, trust me. I thought my career would be set after I got hired by Deloitte and that passing the CPA exam would make me feel happy and confident.

Spoiler alert: they didn’t.

In fact, some of the unhappiest times in my life were after I passed the CPA exam and worked at Deloitte.  I mistakenly believed that those 3 letters after my last name, CPA, would give me the confidence, happiness and security that I had always wanted, only to find myself miserable and chasing other jobs that I believed would finally make me feel better.

Sound familiar?  The truth is that it doesn’t have to be this way. 

Or maybe you thought that finally getting married and having kids would be the thing that would make you happy.  Then reality sinks in and there’s a mortgage, college savings, and trying to balance a career with a family.

The good news though is that we don’t need people, places, and things to be a certain way for us to feel better because we have the power to feel better whenever we want.  And more importantly, without anything or anyone else changing.

How is that possible?  Because happiness, or any better feeling, isn’t out there somewhere, waiting for us to find it. 

The truth is that our feelings are only ever created by our brains with our thoughts.  In other words, our thoughts cause our feelings, not circumstances.

For example, the reason we feel stressed during tax season has nothing to do with the fact that it’s tax season.  It has everything to do with what our brain thinks about the fact that it’s tax season.

The issue is that most of the time we’re not being intentional or in charge of the thoughts we’re thinking.  In fact, our lower, primitive brain is in charge 80 – 90% of the time without us realizing it.

Thankfully though, learning how to easily manage our brains allows us to feel better, if we want to. 

In other words, the feeling of happiness isn’t created by something we can acquire or if a situation is what we want. It’s about shifting our focus from external circumstances to internal thoughts and beliefs. 

And trust me, once you make that shift, everything changes for the better.

Understanding the Relationship Between Thoughts and Emotions

I’ve discussed how our brains work on this podcast and in my book “The Smarter Accountant,” but the most important thing that you need to know is that there are circumstances in our lives and then there are the sentences in our brains about those circumstances.

Those sentences are what give circumstances their meaning.  For example, a new car is just a neutral circumstance, but it’s our thoughts about that circumstance like, “I’m so lucky to have this new car” that gives that car any meaning.

But here’s where it gets interesting – again, each thought we have creates a feeling.  The truth is that it’s not the car that might make us feel excited; it’s the thought, “I’m so lucky to have this new car” that makes us feel excited.

To help you understand the relationship between thoughts and emotions, imagine the same new car, but your thought is, “I’m not sure if I’m going to be able to afford it.”  

How is that sentence in your brain going to make you feel?  You’d probably feel worried.

Think about it – the same car with different sentences in your brain about that car, leads to completely different emotions.  The truth is that our thoughts have way more power than we give them credit for. 

But what about those times when life throws us a curveball, like the loss of a loved one? It’s easy to think that grief is something that happens to us, something beyond our control. 

But here’s the truth: even in the face of tragedy, our thoughts still play a crucial role in shaping our emotions.

Think about it like this – two people can experience the same loss, but their reactions can be worlds apart. Why? Because it’s not the event itself that determines our emotional response; it’s how our brains interpret and perceive that event.

One person could think, “This shouldn’t have happened” and feel angry and another person could think, “I’m so grateful to have had this person in my life” and feel gratitude.  Same loss, two different emotions based on different thoughts about the loss.

So the next time you find yourself feeling an unwanted emotion, take a step back and ask yourself: what am I thinking right now? You’ll be amazed at how quickly you can shift your mood simply by changing your thoughts. 

Because at the end of the day, our emotions are nothing more than the product of our thoughts. And once you grasp that concept, there’s no limit to the happiness you can create.

Practicing Emotional Mastery

So, I’ve talked about the importance of understanding how our thoughts create our emotions, but now it’s time to put that knowledge into action. I’m going to share some practical exercises and strategies that you can start using right away when you just want to feel better.

Thought-Shifting Techniques – this exercise is all about catching yourself in those moments when your mind starts to spiral into negativity and consciously redirecting your brain towards more helpful thoughts.  

One simple technique is called “reframing.” When you catch yourself dwelling on a negative thought, try to reframe it in a more positive light. 

For example, if you catch yourself thinking, “I’ll never be able to do this,” try reframing it as, “This is challenging, but I’m capable of finding a solution.” It takes practice, but over time, you’ll become more adept at catching those negative thoughts and flipping them.

Celebrating Accomplishments – it’s easy to get caught up in the hustle and bustle of daily life, especially as accountants, and forget to acknowledge our wins, big and small. But taking the time to celebrate our accomplishments is an important part of practicing emotional mastery.

For this exercise, make it a habit to regularly reflect on your successes, no matter how minor they may seem. Maybe you finally finished that book you’ve been meaning to read, or you managed to stick to your budget for a whole month – whatever it is, take a moment to pat yourself on the back and acknowledge your achievement. 

Not only does this boost your confidence, but it also helps to reinforce positive behavior and motivation.

Embracing Excitement for the Future – looking ahead with anticipation and excitement can be a powerful tool for feeling better whenever you need to. For this exercise, set some goals for yourself – they don’t have to be big, just something to strive towards. 

Maybe it’s learning a new skill, traveling to a new destination, or even just spending more quality time with loved ones. Visualize yourself achieving those goals and allow yourself to feel excited about the possibilities. This sense of anticipation can help to keep you motivated and focused on the path ahead.

Mindful Awareness – the last exercise involves developing a sense of mindful awareness – being present in the moment and fully engaged with your thoughts and feelings. Practice mindfulness by checking in with yourself as often as possible.

For example, during more stressful times of the year, I check in with myself every 30 minutes by asking myself, “How are you feeling?”  This practice helps me to quickly catch myself feeling an unwanted or unhelpful emotion.

The key is that the quicker I catch it, the easier it is to do something about it before I fall down the well of negative emotions.  Instead of having a bad day or a bad week, the most I’ll have is a bad half an hour because I’m checking in with myself every 30 minutes.

Whichever exercise you decide to use, remember, emotional well-being is not something that just happens to us – it’s something we actively create through intentional thought management and self-awareness. By practicing these simple exercises and strategies, you can start to take control of your emotional state and create a more positive and fulfilling life for yourself. 

Becoming a Smarter Accountant: Feeling Better Whenever You Want

If it sounds easier said than done, let me share how one of my coaching clients was able to implement what I’ve shared.

She was a Senior Tax Manager in a mid-sized firm.  She prided herself on her attention to detail and her ability to meet tight deadlines. 

The problem was that, despite her professional success, she often found herself overwhelmed by stress and anxiety. The constant pressure to perform at work mixed with her personal responsibilities, left her feeling exhausted and depleted. 

No matter how hard she tried to stay on top of her workload, it seemed like there was always more to be done.  She found herself snapping at her coworkers and loved ones, unable to shake the constant feeling of tension that seemed to follow her everywhere. 

She tried to cope by working longer hours and pushing herself harder, but it only seemed to make things worse. She felt like she was trapped in a never-ending cycle of stress and negativity, with no way out.

She started working with me because, like many accountants, she was tired of feeling so stressed and overwhelmed.  She started by paying attention to when she actually felt stressed and overwhelmed and what she was thinking that was causing her to feel that way.

As she became more aware of her thoughts and feelings, she learned that she had the power to choose how she felt, no matter what was going on around her. Instead of allowing herself to be overwhelmed by stress, she learned to choose how she wanted to feel each day and the thoughts that would help her create the wanted feelings.

In just a few weeks, she realized she was feeling better at work and at home; better than she had felt in a long time.  She even decided to apply what she learned to tax season, and she was amazed at how much better she felt and how much more productive and efficient she was.

Her husband even mentioned that he noticed the change in her.  Today, she’s an example to others in her firm of what’s possible when you master your emotions.

Just know that you are allowed to experience any emotion, but if your current emotion is unhelpful or unuseful, you always have the power to feel better, no matter what the situation is.

Key Takeaway and Action Item

Remember, you have the power to feel better whenever you want by managing your thoughts. The truth is that happiness and other positive emotions are not dependent on external circumstances but are created from within. 

Ask yourself, “What thoughts can I choose to focus on right now to feel better and improve my emotional well-being?”

By challenging external perceptions of happiness, understanding the relationship between thoughts and emotions, and practicing emotional mastery through thought-shifting, celebrating accomplishments, embracing excitement for the future, and mindful awareness, you can take control of your emotional state. 

You don’t have to wait for things to change around you; you can start feeling better now. Trust in your ability to create the emotional well-being you desire and enjoy a more fulfilling and balanced life.

Well, that’s what I have for you.  Thank you for joining me as I discussed when you just want to feel better.  I hope you’ve gained valuable insights and practical tools.

As I share all the time, you worked hard to become an accountant; it’s time to make it easier to be one.

If you are struggling with any aspect of being an accountant, you can simply go to www.thesmarteraccountant.com/calendar and book a free session with me.

And make sure you check back each week as I help you go from being a stressed accountant to a Smarter Accountant.

Make sure you go to www.thesmarteraccountant.com and take The Smarter Accountant Quiz. You’re going to want to know if you’ve been underutilizing your accountant brain so that you have a starting point for becoming a Smarter Accountant.

Also, I would appreciate it if you could get the word out to other accountants about this podcast.  The more accountants find out about it, the more we can begin to change the narrative in the accounting profession.

The truth is that you’re already smart, but this podcast will show you how to be smarter.

Before I get started let me just mention to make sure you listen until the end because I have started sharing some key takeaways for each episode and some action steps you can take.  As I’ve created with the one-of-a-kind Smarter Accountant Podcast Guide, I want to help you apply what you’re learning in each of these episodes.

Today is all about helping you to have an easier accounting career.  As I say all the time, you worked hard to become an accountant; it’s time to make it easier for you to be one.

For a second, think about everything that went into you becoming an accountant – all the education, the training, and the hard work.  Now think about this – did you ever think being an accountant was going to be as challenging as it is?

I’ll be the first to admit that I had come to a point in my career a number of years ago when I thought to myself, “Are you sure you want to be doing this for the long-term?”  Just like many of you, I was getting burned out by a lot of the aspects of being an accountant and I was at a crossroads.

Do I try to figure out something else to do with my career or do I try to figure out how to have an easier accounting career?  Thankfully, I’m pretty stubborn and don’t like to give up easily, so I decided to focus on how to have an easier accounting career instead of giving up what I had worked so hard for.

Fast forward to today, and I’ve never felt better about my career and the steps I’ve taken to make it much more sustainable.  That’s also the reason why I wrote my book, “The Smarter Accountant,” because I wanted to teach accountants what I had learned that has made it possible for me to have an easier accounting career and a happier life.

What I’ve noticed over the years and with coaching many accountants is that there are 5 mistakes most accountants make that are creating a lot of the issues they’re having with their accounting careers.  These 5 mistakes are incredibly common which can make it challenging to realize that they’re actually mistakes.

Think about it – if you’re surrounded by other accountants making the same mistakes, then you probably think it’s pretty normal.  Plus, you probably don’t even see what you’re doing as a mistake by virtue of the fact that if everyone else is dealing with the same issues as you, then it must not be fixable.

I’m here to tell you that having an easier accounting career is simpler than you might think, especially when you deal with the 5 mistakes I’m going to share with you now.

Mistake #1: Assuming that Stress and Overwhelm are Par for the Course

Let’s be honest, in the world of accounting, it’s far too easy to fall into the trap of thinking stress and overwhelm are just part of the job description. After all, when we’re surrounded by other accountants who are equally stressed and overwhelmed, it’s easy to think it’s just how things are. 

But have you stopped to consider what this assumption is costing you? Take a moment to see if any of these statements hit close to home:

• “The pressure to meet deadlines is overwhelming, and I worry that one mistake could have serious consequences.”
• “I used to love my job, but now it feels like a never-ending cycle of stress and anxiety.”
• “I find it difficult to focus and concentrate, which makes simple tasks take much longer than they should.”
• “I’m struggling to balance work and personal life, and it’s taking a toll on my relationships and my health.”

As I often remind my coaching clients, trying to tackle accounting work when you’re feeling stressed and overwhelmed is like attempting to drive a car with the parking brake on while trying to drive 100 mph—it doesn’t work.

Instead of accepting stress and overwhelm as just part of the job description, it’s important to recognize the significant impact these feelings have on your ability to have an easier and more sustainable career in accounting by considering the following:

• How frequently do you find yourself overwhelmed?
• Do you carry those feelings home with you?
• How does stress affect your performance and productivity?
• Do you notice yourself procrastinating more when stressed?
• How do you feel at the end of each workday or week?
• Are stress and overwhelm pushing you closer to burnout?

It’s time to start paying attention to how stress and overwhelm are affecting your work and personal life. Remember, assuming they’re just part of the job makes it harder for you to take action to address them.

You also need to address the high costs of stress and overwhelm.  Since we’re accountants and we love numbers, let’s talk numbers for a moment. 

Research shows that stress and overwhelm can lead to a significant decrease in productivity, with stressed individuals being up to 50% less efficient at work. Also, chronic stress has been linked to a higher risk of developing health issues such as heart disease, obesity, and depression.

In my book, “The Smarter Accountant,” I shared the story of Jim, a CPA and partner in a firm who had a wife and 5 young children.  One day Jim died of a heart attack in front of his family, due to chronic stress at the age of 38.

The reason this story is personal to me is because he was my husband’s father.  I am married to the 8 year old boy whose mother was widowed with 5 young children.  This is why I’m so passionate about helping accountants have easier careers.

The truth is that the toll of stress and overwhelm can’t be underestimated. 

The bottom line is that stress and overwhelm don’t need to be the norm in your accounting career. Recognizing this and taking steps to manage them effectively can lead to a happier, more productive, and sustainable career.

Mistake #2: Working Off A To-Do List and Not Having Effective Time Management 

Here’s what I know for sure – effective time management for accountants is a critical skill that, in my experience, is not taught correctly.  We’re typically given work to do, possibly a budgeted amount of time to do it in, but not taught how to actually manage our time.

That’s why it’s easy to fall into the trap of relying solely on a never-ending to-do list to manage our workload. With countless tasks and deadlines looming, it might seem like the most practical solution. 

But have you ever stopped to consider what this mistake is truly costing you? Take a moment to see if any of these statements resonate with you:

• “I’m constantly busy but my to-do list never seems to get shorter.”
• “No matter how hard I work, I always seem to be behind schedule and playing catch-up.”
• “Working longer hours than I want has become normal as I try to keep up with my workload.”
• “I never seem to have enough time.”

It’s also important to understand that to-do lists are incredibly overwhelming to your brain.  And do you know what doesn’t help you manage your time effectively?  An overwhelmed brain!

If you’re not sure how this issue is affecting you, consider the following:

• How frequently do you feel overwhelmed by the sheer volume of your workload?
• Do you feel organized and focused throughout the day?
• Are you able to maintain a healthy work-life balance with your demanding schedule?
• Do you often find yourself sacrificing personal time to meet work deadlines?
• Do you know how to effectively calendar your time so that you guarantee you follow through?

The truth is that relying on a to-do list without effective time management strategies can make it much harder to have an easier accounting career.  

It’s also important to know that research shows that one of the biggest issues with having enough time is poor time management.  In fact, it’s shown that not having effective time management costs you up to 40% of your time spent on unproductive things.  That’s a lot of wasted time.

Research has also shown that ineffective time management is one of the contributing factors in stress and burnout. As we struggle to keep pace with our workload and meet deadlines, our physical and mental well-being suffer as well as our job satisfaction.

The bottom line is that relying solely on a to-do list without learning effective time management strategies leads to ineffective time management.  Recognizing this mistake can help you take steps towards an easier accounting career.

Mistake # 3: Prioritizing The Wrong Things

As accountants, we often have a lot to get done, and not enough time to get it done.  That’s where prioritizing is indispensable. 

The problem is that we find ourselves focusing on the wrong things, or have no idea what to do next to get our work done efficiently.

See if you relate to any of these:

• Getting caught up in minor tasks or distracted by email while important projects remain untouched.
• Constantly reacting to urgent but ultimately unimportant things instead of focusing on high-impact tasks.
• Juggling multiple tasks without considering a clear plan of action.

The reason you’ll want to avoid this mistake is that prioritizing the wrong things can lead to wasted time, missed deadlines, and increased stress.

If you’re not sure if issues with prioritizing is affecting you, consider the following:

• Are you spending time on tasks that truly matter, or are you getting bogged down in minutiae?
• Do you have a clear understanding of your goals and priorities, both short-term and long-term?
• Are you able to distinguish between tasks that are high versus low impact?
• Do you struggle to say “no”?
• Do you regularly reassess your priorities to ensure you’re focusing on what matters most?

The truth is that prioritizing the wrong things not only affects your productivity and efficiency but also prevents you from getting more done in less time.  When you consistently prioritize low-impact tasks over high-impact ones, you waste valuable time.

In my experience, one of the biggest culprits of wasted time is not being able to handle interruptions effectively.  By pulling our focus and attention away from the task at hand, we’re giving in to interruptions and prioritizing the wrong things, causing even more wasted time.

In fact, a study by the University of California, Irvine found that it takes an average of 23 minutes and 15 seconds to regain focus after being interrupted.

The truth is, we all have a limited amount of time in a day, and if we’re not careful about how we prioritize our tasks, we risk wasting valuable time.

The bottom line is that prioritizing the wrong things isn’t just about being busy; it’s about being effective. By learning how to prioritize effectively, you can make the most of your time, achieve your goals, and thrive in your accounting career.

Mistake #4: Ignoring a Lack of Confidence or Imposter Syndrome

As accountants, even though we’re smart people doing smart things, we are often surrounded by other smart people, which can sometimes lead to feelings of self-doubt or imposter syndrome. Imposter syndrome, the belief that we’ll be exposed as a fraud, despite evidence of our competence, is more common than you may have realized for accountants.

The problem is that many of us ignore these feelings, hoping they will go away on their own, or worse, we try to push through them without addressing the root cause.

If you’re not sure if you have a problem with self-doubt or imposter syndrome, see if you can relate to any of these:

• You feel like you don’t belong or that you’re not good enough, despite evidence of your qualifications and experience.
• You downplay your achievements or attribute your success to luck or external factors.
• You’re constantly seeking validation or approval from others to affirm your worth.
• You avoid opportunities for growth or advancement because you fear failure or rejection.
• You compare yourself to others and often feel inadequate.

The reason why you’ll want to avoid this mistake is because ignoring a lack of confidence or imposter syndrome can have serious consequences for your career and well-being. 

If you’re unsure whether you’re dealing with a lack of confidence or imposter syndrome, consider this:

• Do you often doubt your abilities or feel like a fraud, even when others praise your work?
• Are you hesitant to speak up or share your ideas in meetings because you fear being judged or criticized?
• Do you find yourself avoiding new challenges or opportunities for fear of failure or rejection?
• Do you struggle to accept compliments or acknowledge your achievements?
• Have you ever turned down a promotion or leadership role because you didn’t feel qualified or deserving?

The truth is that ignoring a lack of confidence or imposter syndrome not only holds you back professionally but also takes a toll on your mental and emotional well-being. 

Research shows that imposter syndrome can also lead to increased stress, anxiety, and burnout, as you constantly strive to prove yourself and fear being exposed as a fraud. This not only affects your mental and emotional well-being but also impacts your performance and productivity in the long run.

The bottom line is that although issues with self-confidence are normal, the good news is that you don’t have to let these feelings hold you back. By acknowledging and addressing them, you can take control of your confidence and have an easier accounting career.

Mistake #5: Not Setting and Sticking to Boundaries

As accountants, we often find ourselves juggling many responsibilities and deadlines, making it important to establish clear boundaries to protect our time and well-being. However, many of us struggle with setting and sticking to boundaries, often leading to burnout and resentment.

The problem is that without boundaries, we risk overextending ourselves, sacrificing our personal time, and ultimately, affecting our health and happiness.

To determine whether you’re making this mistake or not, see if you can relate to any of these:

• Feeling overwhelmed by the constant demands of your job and struggling to find time for yourself or your loved ones.
• Saying “yes” to every request or project, even when it means sacrificing your own needs or priorities.
• Feeling guilty or anxious when you try to set boundaries or say “no” to others.
• Ignoring warning signs of burnout, such as exhaustion, irritability, or physical symptoms, because you feel obligated to keep working.
• Allowing work to “bleed into” your personal time, whether it’s answering emails after hours or working on weekends.

The reason why you’ll want to avoid this mistake is because neglecting to set and stick to boundaries can have serious consequences for your well-being and effectiveness as an accountant. In fact, research shows that individuals who set and enforce boundaries at work experience greater job satisfaction, lower levels of stress, and higher overall well-being.

To see how this issue might be affecting you, consider this:

• Are you constantly feeling overwhelmed or stressed by the demands of your job?
• Do you struggle to find time for self-care, relaxation, or hobbies outside of work?
• Are you able to prioritize your own needs and well-being, even when it means saying “no” to others?
• Do you have clear boundaries around your working hours, personal time, and availability to clients or colleagues?
• Have you ever felt resentful or burned out because you didn’t enforce your boundaries?

The truth is that by establishing clear boundaries and sticking to them consistently, you can protect your time, energy, and mental health, ultimately leading to an easier and more fulfilling career.

In my experience, one of the biggest costs of neglecting to set and stick to boundaries is burnout. When you constantly say “yes” to every request or project, without considering your own limits or needs, you risk depleting your energy.

Research shows that burnout can lead to decreased productivity, increased absenteeism, and even physical and mental health issues, such as chronic stress, anxiety, and depression. This not only affects your performance as an accountant but also your overall well-being and quality of life.

The bottom line is that although it’s not always easy to set and stick to boundaries, the good news is that you have the power to change this pattern. By prioritizing your own needs, setting clear boundaries, and communicating them effectively with others, you can create a healthier and more sustainable approach to work and life.

Becoming a Smarter Accountant: Avoiding The 5 Mistakes

Now let me share some examples of how avoiding these 5 mistakes can make a huge difference in your accounting career.

By far, the biggest change that has made it possible for me to have an easier accounting career is dealing with the mistake of assuming that stress and overwhelm were par for the course in being an accountant and learning the secret behind eliminating stress and overwhelm.  

Once I learned that stress and overwhelm are feelings that are only ever caused by our thoughts, not by the amount of work we have, the time of year, or any other factor we typically blame, I have been able to have stress-free tax seasons.  Yes, you heard me correctly – stress-free tax seasons!  

The best part is that I now get more done in less time because stress and overwhelm were making me much less productive and efficient.

For the second mistake – working off a to-do list and not having effective time management – I have coached and taught many accountants how to effectively manage their time.  It’s one of my favorite topics to teach because no one is teaching accountants the most effective way to manage their time.

By addressing this mistake, clients have been amazed at how much more work they get done in less time and how much time they’re able to get back.  They now have time for the things and the people they love.

For the third mistake – prioritizing the wrong things – I have a mini-training in The Smarter Accountant Time Management Program that teaches how to effectively prioritize.  Again, this is a topic that no one teaches us properly because no one is blending brain science and accounting the way I do.

The truth is that your brain is wired to believe that everything is urgent.  That’s why this mistake is so easy to make.

Once clients have gotten a better understanding of how to effectively prioritize, they’re amazed at how much easier it is to do what they do.

For the fourth mistake – ignoring a lack of confidence or imposter syndrome – this is one of the most requested topics that I work on with my coaching clients.  They’re often embarrassed to admit that they struggle with self-confidence, but once they do, they’re amazed at how much better they feel about themselves.

It’s so fun to see clients go after and achieve goals that they never thought possible, all because they were willing to stop making the mistake of ignoring a lack of confidence or the fact that they were struggling with imposter syndrome.

And for the fifth and final mistake – not setting and sticking to boundaries – this has also had a huge impact for myself and my coaching clients.  Being able to learn how to effectively set and stick to boundaries has made it possible for us to have the balance that most accountants are looking for.

We’re able to say “no” without feeling guilty and have designed accounting careers that are sustainable in the long run.

What I most want you to know from this episode is that even if you’re making any of these 5 mistakes, you’re not alone.  There are many, many accountants who are making the same mistakes.

But thankfully, you can have an easier accounting career once you address them.

Key Takeaway and Action Item

Remember, the path to an easier accounting career starts with recognizing and addressing common mistakes. 

Ask yourself, “”Which of the five common mistakes do I most often make, and what specific steps can I take to avoid it and make my accounting career easier?”

Avoid assuming that stress and overwhelm are just part of the job—manage them actively. 

Don’t rely solely on a to-do list; master effective time management. Prioritize what truly matters, rather than getting bogged down by minor tasks. 

Confront any lack of confidence or imposter syndrome instead of ignoring it. Lastly, set and stick to boundaries to protect your time and well-being. 

By making these adjustments, you can enjoy a more balanced, productive, and fulfilling accounting career.

Well, that’s what I have for you.  Thank you for joining me as I discussed the 5 mistakes to avoid if you want an easier accounting career.  I hope you’ve gained valuable insights and practical tools.

If you are making any of these mistakes or are struggling with any aspect of being an accountant, you can simply go to www.thesmarteraccountant.com/calendar and book a free session with me.

I’ll share some of the quick tips that will make it easier for you to get a jump start on addressing these mistakes.

And make sure you check back each week as I help you go from being a stressed accountant to a Smarter Accountant.

Make sure you go to www.thesmarteraccountant.com and take The Smarter Accountant Quiz. You’re going to want to know if you’ve been underutilizing your accountant brain so that you have a starting point for becoming a Smarter Accountant.

Also, I would appreciate it if you could get the word out to other accountants about this podcast.  The more accountants find out about it, the more we can begin to change the narrative in the accounting profession.

The truth is that you’re already smart, but this podcast will show you how to be smarter.

Before I get started let me just mention to make sure you listen until the end because I have started sharing some key takeaways for each episode and some action steps you can take.  As I’ve created with the one-of-a-kind Smarter Accountant Podcast Guide, I want to help you apply what you’re learning in each of these episodes.

If you haven’t downloaded The Smarter Accountant Podcast Guide yet, you can go to https://thesmarteraccountant.com/podcast-guide/  

So today, I want to dive into a topic that many of my coaching clients have been struggling with lately: owning their financial value and worth. Whether they’re employees, managers, or firm owners, they all seem to wrestle with this.

The thing is, they’re pros at valuing assets and businesses for their clients, but when it comes to valuing their own skills and contributions, things get a bit fuzzy. So, let me ask you: How do you see your financial value? 

Do you ever doubt if you truly deserve the recognition and compensation you’re seeking? Do you find it tough to ask for a raise or increase your client fees?

As financial professionals, we’re crucial in shaping the financial health of individuals and businesses. But here’s the issue – even though we’re valuable to others, many of us struggle to recognize our own financial value. 

The truth is, it’s not just about our credentials or where we work; it’s about how our brains interpret these factors.

In other words, while our accountant brains are great at finances, they’re not so great at valuing ourselves. And this matters because not acknowledging our worth can hold us back and slow our career growth. 

So today, I want to explore how to understand your true worth, how your brain sees it, and how to own your financial value and worth.

The Brain’s Influence on Financial Value

As accountants, we’re all smart, but just like everyone else, we’re affected by what society thinks about money and how it values us. The thing is, what we learn about work and money when we’re young affects how we see our own financial worth later on in life. 

For example, if you grew up in a family or a culture that says you should be humble, it might be hard for you to recognize your successes and see how much your work is worth.  If you were raised by a blue-collar family, you might struggle with making more money than other people in your family.  

You might even downplay your worth in order to be accepted by others or not feel greedy.  It’s important to understand that your brain has a tribe mentality which means it will do anything to be accepted by the tribe, even if that means not making more money.

It’s also important to realize that your own experiences growing up have a big impact on how you think about money. If you didn’t have much money when you were young, or if you saw people being really careful with money, it could make you feel like there’s not enough to go around, and affect how you see your own value.

On the flip side, a positive financial upbringing may create a sense of confidence in owning your worth.  Either way, reflecting on your early experiences can provide valuable insights into your current financial self-valuation.

It’s also important to point out that imposter syndrome is incredibly common for accountants and will affect whether we own our financial value and worth.  Because we’re surrounded day in and day out with other smart people, this can often cause our brain’s to compare and despair.

Imposter syndrome happens when your brain offers you thoughts that doubt your achievements, making you feel like you don’t deserve your success. I coach many accountants on the topic of imposter syndrome, and if it’s not addressed, it can get in the way of believing that your financial expertise is more valuable than you might believe.

Overcoming impostor syndrome involves recognizing and challenging these self-doubts and actively acknowledging accomplishments.

When working with coaching clients on this issue I’ve had them put on the top of a piece of paper “Why my clients/employer are lucky to have me” and list all the reasons why.  I’m telling you, they are amazed at how much they’re able to come up with, or others are, when they ask them for their opinions.  

Another issue to be aware of is the brain’s natural tendency to compare you to others.  Your brain believes it’s keeping you safe by doing this but it can become a significant roadblock in recognizing your financial value. 

In the competitive world of accounting, where benchmarks and industry standards are all around us, constant comparisons can lead to feelings of inadequacy. For example, one of my coaching clients would get discouraged every time he saw someone’s accomplishments on Linkedin.

Thankfully, we worked together to deal with the comparison bias in his accountant brain and shift his focus inward.  He was able to see others accomplishments as examples of what’s possible for him, appreciate his own progress, and set goals that we worked toward him achieving.

The last issue when it comes to our brain’s influence on our financial value and worth is the fear of failure.  It’s important to understand that a fear of failure is a cognitive bias that can impact how we perceive our financial value. 

The thing is, we’re taught to be scared of mistakes or things going wrong, which stops us from trying things that could help us make more money. To get past this fear, we need to see mistakes as chances to learn, take some smart risks, and know that setbacks are just part of getting better at what we do.

In other words, by acknowledging that occasional missteps are part of the journey, we can create a healthier mindset toward risk and reward.

Hopefully, you can now see why knowing how your accountant brain works and the biases it has is really important for realizing your financial value. When you understand your accountant brain better, you’ll feel more in control and confident in your accounting job and how much you’re worth professionally.

The Consequences of Undervaluing Yourself Financially

The issue with undervaluing yourself financially is that it can have profound implications on your career and business. For example, if you consistently undervalue your skills and expertise, you’re more likely to accept lower compensation or lower rates than industry standards. 

Over time, this undervaluation not only affects personal income but may also limit access to higher-profile projects and job opportunities. Employers and clients often associate value with the price paid for services, and consistently positioning yourself below market value may inadvertently communicate a lack of confidence in your abilities.

The truth is that not owning your financial value and worth is seen as a sign of weakness.  Clients and employers may be less likely to trust someone who does not assert their worth.

Whether you realize it or not, undervaluing yourself financially also takes a toll on your emotional well-being. Constantly underpricing your skills can lead to a sense of dissatisfaction and frustration. 

The emotional stress that comes from undervaluation can show up in various forms, such as burnout, anxiety, or a general sense of unfulfillment. This, in turn, may impact your overall job satisfaction and affect your ability to perform at your best.

In the context of professional growth, consistently positioning yourself below your true worth may result in missed opportunities for promotions, leadership roles, or specialized training. The hard truth is that employers may be less inclined to invest in the advancement of someone who doesn’t fully recognize and advocate for their own value.

Additionally, when it comes to negotiations, a lack of self-valuation can lead to agreeing to less than you deserve.  Whether discussing salary increases, client fees, or contract terms, a failure to assert your worth may result in settling for less than what you genuinely deserve. 

This, in turn, reinforces a cycle of undervaluation and can have long-term financial implications.

Here’s the thing – understanding the far-reaching consequences of undervaluing yourself is the first step toward breaking free from this cycle. Once you see how it affects your job chances, how you feel, and how well you negotiate, you can take proactive steps to own how valuable you truly are.

Strategies for Owning Your Financial Value

The first step in owning your financial value involves identifying and challenging limiting beliefs that may have been with you for a while.  For example, if you were taught that discussing money is taboo or that you shouldn’t brag about your accomplishments, you’re going to need to reframe these beliefs.

You need to get clear about your current beliefs about money and value so that you can create a more empowered mindset. By recognizing and challenging any limiting beliefs, you can begin to own your financial value.

For example, one of my clients was taught that talking about money is impolite and bragging about achievements is wrong so she avoided discussing her salary and downplayed her successes. Once we worked together she started openly discussing her compensation and proudly sharing her achievements, feeling more confident in owning her financial value.

The second strategy is practicing gratitude by shifting your focus from your perceived shortcomings to your accomplishments. Take time to reflect on milestones, successful projects, or even personal financial goals achieved. 

As accountants, we often dismiss the things we’re good at because we’re surrounded by other people who are also good at what they do.  But by acknowledging and expressing gratitude for your accomplishments, you reinforce your sense of worth and competence, no matter what anyone else has done or is doing.

For example, one of my clients was an experienced financial analyst who struggled with owning her financial value and worth. Instead of getting fixated on challenges during a tough quarter, we worked on practicing gratitude for all the cost-saving measures she had already implemented.

This shift in mindset not only improved her confidence but also strengthened her sense of worth, creating a healthier connection with her achievements.  She had been so used to moving on to the next project, that she wasn’t taking time to appreciate everything she had done for the current project.

The third strategy for owning your financial value is to set clear and attainable financial goals. Whether it’s a short-term goal like securing a particular client or long-term goals like retiring at a specific age with a specific amount in retirement, having a roadmap provides direction. 

For example, one of my clients was an ambitious accountant but wasn’t taking proactive steps to achieve his financial goal of retiring early. Once we worked together on his lack of self-confidence, he set short-term goals like securing a high-profile client and long-term goals such as building a substantial retirement fund. 

By having a clear roadmap, he began charging much more for his services. Not only did his clientele improve, but so did his ability to achieve his retirement goals.  

The fourth strategy is to consider mentorship or coaching.  The truth is that you are not meant to have an accounting career alone and getting help is not a sign of weakness. 

The thing is that engaging with a mentor or seeking guidance from a professional coach like me provides valuable insights into specific barriers holding you back and what to do about them.

For example, one of my clients was a partner in a small firm and told me he wished he had come to me sooner because he had been struggling with raising his prices.  He admitted that he had some people-pleasing tendencies that were getting in the way of him building his business to the level he wanted.

Once we worked together, he was able to own his financial value and worth, increase his prices, let go of clients who pushed back, and make room for many more clients wanting his valuable expertise.  He made more money the following year than he had his entire time in business.

If you have been struggling to ask for more compensation in your job, raise your prices in your firm, or achieve your financial goals, just know that there are so many ways you can overcome any hurdles.

Becoming a Smarter Accountant: Overcoming Brain-Related Challenges

As I’ve shared before in other episodes, this podcast is the place where brain science meets accounting.  In order to deal with issues involving your financial value and worth, you have to get clear on your brain’s role and how to overcome these brain-related challenges.

Let me share how various clients have handled each brain-related challenge in order to improve professionally and personally.

The first challenge is insecurity.  One of my clients had several years of experience in public accounting but was struggling with persistent feelings of insecurity about her financial value even though she consistently delivered high-quality work.

She struggled to speak up in meetings or reviews, often not giving herself credit for what she did well. This made her less confident and stopped her from moving up in her career.

She realized she had a lot of limiting beliefs around money that were holding her back.

But after becoming a Smarter Accountant, she learned to see how valuable she really was. She started talking about what she’d achieved proudly and thinking more positively about herself. 

She began joining in more in meetings, showing off her financial skills without holding back. Feeling more sure of herself, she not only got a raise she deserved but also took on bigger jobs.

Another client was really struggling with feeling like a fraud. Even though he did great work for his clients and got good feedback, he thought it was all just luck.

This made it hard for him to show how good he was to new clients and made him often doubt himself. He wanted to grow his small business, but feeling like a fraud always got in the way.

After becoming a Smarter Accountant, he started to see how much he’d actually achieved. He learned to see that feeling like a fraud didn’t make sense.

So, he started to think more about what he’d done well and how lucky clients would be to work with him. Because of this change in thinking, he was able to get more clients than ever before and was able to charge more.

Now, when a potential client pushes back on his fees, he stands strong and explains how and why they would be lucky to be working with him.

Hopefully these clients can be examples of what’s possible when you learn how to manage your brain.  Whether you’re dealing with insecurity, stress, limiting beliefs, fear of rejection, lack of motivation, or imposter syndrome, owning your financial value and worth is so much easier when you learn how to get your brain onboard. 

Key Takeaway and Action Item

Bottom line: your financial value and worth are not just about your credentials or your job title—it’s about how you perceive and assert your own value. By understanding your brain’s influence, challenging limiting beliefs, and setting clear goals, you can confidently own your financial worth. 

This week, ask yourself, “What specific accomplishments and skills can I highlight to confidently communicate my financial value and worth?”

Remember, you are not alone in this journey. Seek mentorship, practice gratitude, and embrace your achievements. Trust in your skills and contributions, and don’t be afraid to ask for what you deserve. 

You are more valuable than you’re probably giving yourself credit for.

Well, that’s what I have for you.  Thank you for joining me as I discussed how to own your financial value and worth.  Just know this – if you struggle in this area, you are definitely not alone.

Just because you’re smart doesn’t mean your brain offers you supportive thoughts.  In fact, most of the time, it’s doing the opposite.  

That’s why you need to learn a simple way to manage your brain so that you can quickly own your financial worth and value.  They say time is money, but if your brain is not on board, you’re leaving a lot of money on the table.  

If you are struggling with any aspect of being an accountant, you can simply go to www.thesmarteraccountant.com/calendar and book a free session with me.

And make sure you check back each week as I help you go from being a stressed accountant to a Smarter Accountant.

Make sure you go to www.thesmarteraccountant.com and take The Smarter Accountant Quiz. You’re going to want to know if you’ve been underutilizing your accountant brain so that you have a starting point for becoming a Smarter Accountant..

Also, I would appreciate it if you could get the word out to other accountants about this podcast.  And don’t forget about The Smarter Accountant Podcast Guide.  It will help you apply what you learned from the previous episodes.

Also, please keep sending positive thoughts my way as I recover from my surgery and find out what my next steps are.  I believe it takes a village to support someone in healing and I’m honored to have you as part of my village.

And as I end each week, the truth is that you’re already smart, but this podcast will show you how to be smarter.

Before I get started let me just mention to make sure you listen until the end because I’m going to start sharing some key takeaways from each episode and some action steps you can take.  Last week I shared that I’ve created a one-of-a-kind Smarter Accountant Podcast Guide that you can get a copy of at https://thesmarteraccountant.com/podcast-guide/

My mission is to help you apply what you’re learning in each of these episodes because I tell accountants all the time – knowledge isn’t power; applied knowledge is power.

Okay so today I want to talk about something that we’re all probably familiar with – the last minute request.  I think this is important for us as accountants, because we’re often stuck in those “deer caught in the headlights” moments where we’re not sure what to do or what to say.

For example, let’s say it’s the end of the workday, and you’re just about to wrap up, when suddenly, out of nowhere, an urgent email pings into your inbox. Your heart sinks as you realize it’s another last-minute request from a client or colleague, demanding an immediate review of something.  

Sound familiar? Whether you’re in public or private, chances are you’ve experienced this scenario more times than you can count. 

It’s a common dilemma for us, especially when deadlines are tight, expectations are high, and the pressure to produce can sometimes feel overwhelming.

But here’s the thing: while last-minute requests may be an inevitable part of the job, they don’t have to throw you off course or send you into a tailspin of stress and anxiety. With the right strategies and mindset, you can learn to navigate these situations with confidence, professionalism, and yes, even a sense of calm.

If you struggle with handling last minute requests, you’re definitely not alone.  For example, one of my coaching clients dealt with his fair share of last-minute requests.

Whether it was a client who forgot to mention a crucial detail for their tax prep or a sudden audit that required his immediate attention, it seemed like he could never have a nice, predictable day at work and struggled with how to handle last minute requests in a way that he didn’t feel like he was becoming a doormat.

The question is, how do you stay calm, cool, and collected in the face of last-minute requests?  And what warrants your attention or not?

From setting boundaries and managing client expectations to developing effective communication strategies and mastering the art of time management, I’m going to cover it all in this week’s episode.  

Understanding Your Brain’s Role in Navigating Last-Minute Requests

As I say all the time, this podcast is the place where brain science meets accounting, so I want to start by explaining your brain’s role in handling those pesky last-minute requests that seem to pop up out of nowhere. 

For example, you’re focused, you’ve got everything under control, ticking tasks off your to-do list, when suddenly, bam! An urgent email lands in your inbox, and your brain goes into overdrive.

So, what’s really going on up there when this happens? Well, your brain has a built-in alarm system and it’s responsible for keeping you safe from threats—real or perceived. When a last-minute request comes in, your lower, primitive brain, the part I refer to as the Toddler, kicks into high gear, triggering a rush of adrenaline and cortisol that revs up your fight-or-flight response.

In other words, your body goes into emergency mode, and your brain starts shouting, “Danger, danger!” This can leave you feeling jittery, stressed out, and not exactly in the best frame of mind to make sound decisions.

But here’s the thing: while this primal response might have helped our ancestors outrun hungry predators, it’s not exactly helpful when you’re trying to balance a spreadsheet or draft a financial report. Reacting impulsively to last-minute requests can throw you off, leading to mistakes, or leaving you feeling frazzled or resentful.

The other thing that’s important for you to understand is something that I believe I talked about in a previous episode but that I’ve definitely covered in my monthly webinars and masterclasses – The Mere Urgency Effect.  

Basically, your brain is hard-wired to think that everything is urgent, even when most things are not.  But here’s what’s really important to understand – not only is your brain wired with it, but so is everyone else’s.

In other words, everyone who is making a last minute request is doing so with a brain that believes everything is urgent.  So what happens is that they believe whatever their request is is urgent and your brain agrees with them without taking the time to decide on purpose.

I cannot tell you how often the partner that I work with will come to me, freaking out about a last minute request.  For years the urgency in his brain would trigger the urgency in my brain and I’d wind up stressed and overwhelmed.  

The good news is that you’re not at the mercy of your brain’s automatic responses. With a little awareness of what’s happening, and learning how to manage your brain, you can learn to hit the brakes on that adrenaline rush and approach last-minute requests with a cool head and a steady hand.

Dealing With The Emotional Turmoil

Whether you want to admit it or not, you probably feel like you’re on an emotional rollercoaster when it comes to those unexpected last-minute requests. 

For example, let’s say you’ve got plans with your significant other, you’re planning on leaving work on time, only to be hit with yet another last-minute request. Suddenly, you find yourself torn between two competing priorities: honoring your plans and meeting someone else’s request.

This is a classic case of boundaries in conflict. On one hand, you know you need to honor your commitment to your significant other and set limits on what you’re willing to take on. But on the other hand, you don’t want to let anyone down or come across as unhelpful or uncooperative. 

So, what do you do? Do you stick to your guns and risk disappointing someone else, or do you cave in and sacrifice your personal time for the sake of keeping the peace?

This, or some version of it, is probably a scenario you’re all too familiar with.  And if you’re not careful, you may wind up making split-second decisions that you regret afterwards.

Think about it – you’ve got the last minute request, but then you also have the aftermath of those split-second decisions. You know the feeling: that sinking sensation in the pit of your stomach when you realize you’ve said yes to yet another request, even though every fiber of your being was screaming “no.”

Before you know it, you’re feeling guilt, anxiety, or frustration. You berate yourself for not being stronger, for not standing up for yourself, for letting others walk all over you. 

It’s a vicious cycle that can leave you drained and defeated. But here’s the thing: you’re not alone. 

We’ve all been there, grappling with those same feelings of doubt and insecurity, giving in to last minute requests without stopping to think about it.  It can feel like our brains have a built-in “yes” button that gets pushed whenever someone asks us for a favor, regardless of whether it’s in our best interest or not.

The thing is, we tell ourselves we’re just being helpful, just being accommodating, just being a team player. But deep down, we know the truth: we’re sacrificing our own needs and priorities for the sake of appeasing others. 

We’re putting their needs ahead of our own, even when it means compromising our own boundaries and well-being in the process.

The issue is that giving in to these impulsive reactions only reinforces the cycle of guilt and frustration. It sends the message that our boundaries don’t matter, that our time and energy are expendable, that saying no is somehow selfish or wrong.

But I’m here to tell you that it’s not. Saying no is a boundary that says, “I matter, and so do my wants and needs.” 

The truth is that as hard-working accountants, I believe it’s high time we started giving ourselves permission to prioritize those wants and needs, even in the face of last-minute requests that threaten to derail us. I believe we’ve been taught to say yes for far too long and it’s become our default, knee-jerk reaction.

We need to learn how to overcome those impulsive reactions and reclaim control over our time and energy.  We need to learn how to better handle last minute requests so that we’re less resentful and more empowered.  

A Four-Step Process To Help Handle Last Minute Requests

Now I want to share a four-step process to help you handle last minute requests.

Step 1: Pause and Breathe – You know that feeling when you’re caught off guard by a sudden request, and your first instinct is to react immediately, without even stopping to think? Believe me, we’ve all been there. But here’s the thing: taking a moment to pause and breathe can make all the difference.

So the next time a last-minute request comes knocking, resist the urge to dive in headfirst. Instead, take a deep breath, pause before saying or doing anything, and do whatever it takes to gather your composure amidst the chaos. 

Trust me, a few seconds of mindfulness can go a long way in helping you make clear-headed decisions that align with your priorities and values.

Step 2: Assess the Request – Once you’ve calmed the storm raging inside your brain, it’s time to take a closer look at the request itself. Ask yourself: How urgent is it really? 

Remember, your brain is hard-wired to think everything is urgent so you need to override that default part of your brain.  Ask yourself if the request is something that needs to be addressed immediately, or can it wait until you’ve had a chance to catch your breath?

Next, consider the impact that fulfilling this request will have on your personal priorities and boundaries. Will saying yes mean sacrificing your own well-being or neglecting other important tasks? 

Is it worth the trade-off, or are there alternative solutions that could achieve the same result without throwing your own needs under the bus?

Step 3: Communicate Clearly – Now comes the moment of truth: communicating your decision to the person making the request. This is where assertiveness is key. 

Remember, it’s perfectly okay to say no, as long as you do so respectfully and assertively.

So don’t beat around the bush or make excuses for why you can’t fulfill the request. Instead, be upfront and honest about your boundaries and limitations. 

And if necessary, offer alternative solutions or compromises that take both parties’ needs into account. Trust me, people will appreciate your honesty and transparency more than you realize.

When dealing with the partner who thought everything was urgent, I would point out all the previous things he said were urgent and needed to be worked on, giving his brain a chance to think rationally instead of reactionary.  90% of the time, the thing wasn’t as urgent as his brain made him believe it was.

Step 4: Manage Emotions – Last but certainly not least, it’s time to take care of yourself. Acknowledge and process any feelings of guilt or frustration that may arise from saying no. 

Remember, it’s natural to feel a twinge of guilt when you’re prioritizing your own needs over someone else’s—but that doesn’t mean you’re doing anything wrong.

Make sure you reaffirm the importance of your boundaries and remind yourself that saying no is an act of self-respect, not selfishness. Trust me, the more you practice this, the easier it will become to navigate those last-minute requests with confidence and grace.

Becoming a Smarter Accountant: Handling Last Minute Requests Successfully 

Now let me share how a coaching client was able to handle last minute requests successfully.  

One of my clients had been the go-to person in her office whenever a last-minute request came in. Whether it was a sudden audit, a client in crisis, or a deadline that seemed impossible to meet, she always rose to the occasion, sacrificing her own needs and priorities in the process.

But as the years went by, she began to feel the strain of constantly putting others’ needs ahead of her own, and no matter how much she gave, it never seemed to be enough. The requests kept coming, and she felt like she was drowning in a sea of never-ending deadlines and obligations.

Once she went through The Smarter Accountant program she decided enough was enough. Together we worked on her work-life balance and boundary-setting.

She learned to set firm boundaries without feeling guilty or selfish. She practiced saying no with confidence and assertiveness, even when it meant disappointing others or risking their disapproval. 

And slowly but surely, she began to reclaim control over her time and energy, carving out space for the things that truly mattered to her outside of work.  Today, she no longer feels overwhelmed by last-minute requests or beholden to the demands of others. 

Instead, she approaches each new challenge with a sense of calm and clarity, knowing that she has the power to choose how she responds. And while the requests still come in from time to time, she no longer lets them dictate her life. 

She’s found a balance that works for her, and she’s never been happier or more fulfilled.

Bottom line: You have the power to choose how you respond to life’s curveballs, even when they come in the form of last-minute requests. 

By setting clear boundaries, prioritizing your own needs, and communicating assertively with others, you can navigate even the trickiest of situations with grace and confidence.  While there may be times that you give in to last minute requests, make sure you like your reason for deciding to deal with it.

And if you choose to wait, remember, it’s not about saying no for the sake of saying no—it’s about honoring your own worth and value, and making choices that align with your priorities and values. You’re not bad or less valuable because you choose to say no.

So the next time a last-minute request comes knocking, take a deep breath, gather your composure, and remember that you have the power to choose how you respond.

And if you ever find yourself struggling to maintain your boundaries or navigate the challenges of last-minute requests, don’t hesitate to reach out for support. I’m here to help you find your footing and reclaim control over your life.

Key Takeaway and Action Item

Remember, the power to handle last-minute requests with confidence lies within you. It’s not about being perfect or saying yes to everything—it’s about setting boundaries, prioritizing your own needs, and communicating assertively. 

Ask yourself, “What boundaries do I need to set or reinforce to better handle last-minute requests while maintaining my well-being and priorities?”

Embrace your worth, honor your values, and make choices that reflect your true priorities. You have the ability to navigate even the most unexpected challenges with grace and control. 

Stay empowered, stay calm, and trust in your capability to handle whatever comes your way.

Well, that’s what I have for you.  Thank you for joining me as I discussed how to handle last minute requests.  As always, I hope you’ve gained valuable insights and practical tools.

If you are struggling with any aspect of being an accountant, you can simply go to www.thesmarteraccountant.com/calendar and book a free session with me.

As I tell accountants all the time, you worked hard to become an accountant; it’s time to make it easier to be one.  That starts with taking The Smarter Accountant Quiz at  www.thesmarteraccountant.com. 

You’re going to want to know if you’ve been underutilizing your accountant brain so that you have a starting point for becoming a Smarter Accountant..

Also, I would appreciate it if you could get the word out to other accountants about this podcast.  The more accountants find out about it, the more we can begin to change the narrative in the accounting profession.

The truth is that you’re already smart, but this podcast will show you how to be smarter.