Month: December 2024

Let me ask you something—have you ever dreaded a conversation so much that you kept pushing it off? Maybe it was with a client who made a mistake, a coworker who’s missing deadlines, or even your boss piling on too much work. 

We’ve all been there. Those conversations sit in the back of your mind like a ticking clock, but avoiding them doesn’t make the problem go away. 

The thing is, most of us aren’t taught how to handle these moments. It’s not like there’s a chapter in Accounting 101 called “How to Talk About Hard Stuff Without Making It Worse.” 

For accountants, this is a big deal because so much of our work relies on precision and deadlines. Whether it’s addressing a client who keeps sending documents late during tax season or discussing a colleague’s repeated errors in audit schedules, the stakes are high. 

The truth is that how we approach these moments can mean the difference between a smooth workflow and an avalanche of stress later on. That’s where this playbook comes in. 

Today, I’m giving you a step-by-step guide to handling tough conversations with confidence, clarity, and ease. We’re going to start by looking at why these conversations feel so hard in the first place—spoiler alert: it has everything to do with how your brain is wired. Let’s dive in. 

Play 1: Understand the Brain Science Behind Tough Conversations 

Tough conversations feel uncomfortable for a reason—it’s not because you’re bad at them. It’s your brain doing exactly what it’s wired to do: protect you. 

Think about it—why does your brain treat telling a client about mistakes like facing a hungry lion? It’s your Toddler brain, the built-in alarm system that kept us safe back in the day. But now, it can’t tell the difference between actual danger and an awkward conversation. 

Here’s the thing: your brain processes perceived threats in about 200 milliseconds—faster than you blink. That’s why avoiding tough conversations feels automatic. But avoiding them doesn’t protect you—it holds you back. 

For accountants, addressing things like missed deadlines or feedback isn’t life-or-death. These moments are opportunities to solve problems, build trust, and improve relationships. So, how do you calm your brain down? 

First, pause. When that discomfort hits, take a deep breath and remind yourself, “This isn’t dangerous—it’s just a conversation.” 

Next, reframe it. Instead of seeing confrontation, focus on collaboration. What’s the goal? How can this help both of you move forward? 

And here’s a helpful trick: name what’s happening. Saying, “This is just my Toddler brain overreacting,” can reduce emotional intensity by up to 50%, according to research. 

The bottom line is that your brain’s reaction is normal—it’s just a habit. And like any habit, it can change. When you understand what’s happening, you’ll feel more confident stepping into tough conversations. 

Now that we’ve covered why these moments feel so hard, let’s move on to preparing your mindset so you can handle them with clarity and control.

Play 2: Prepare Your Mindset 

Before you step into a tough conversation, the first thing to do is get your head in the right place. Think of this as setting the stage for how you want the conversation to go. 

If you walk in feeling scattered or defensive, that energy will spill over. But if you’re clear and calm, it sets a totally different tone. 

Start by setting an intention. Ask yourself, “What does success look like here?” And no, it’s not about proving the other person wrong or getting them to apologize. Success might mean finding a solution, building trust, or simply clarifying expectations. 

Knowing what you want keeps you focused and makes it easier to guide the conversation in a productive direction. 

Next, check in with your emotions. How do you want to feel during this conversation? Calm? Confident? Curious? Pick one and think about how you’ll maintain it, even if things get tense. 

For example, if calm is your goal, remind yourself to pause and breathe if the conversation starts to heat up. 

Finally, plan your points. This isn’t about scripting every word—it’s just about knowing the key things you want to cover. Think of it like creating a map: if the conversation veers off course, you’ll have a clear way to bring it back on track. 

Studies show that people who visualize a positive outcome before a difficult conversation are 30% more likely to stay calm and focused. When you take the time to prepare your mindset, you’re not just getting ready for the conversation—you’re giving yourself the tools to lead it with clarity and control. 

Now that you’ve got your head in the game, let’s talk about how to set the stage for collaboration. 

Play 3: Set the Stage for Collaboration 

Let’s talk about how you start a conversation because it really does set the tone for everything that follows. If you open on the right foot, even tricky topics can feel more manageable and productive. 

Did you know the first 30 seconds of a conversation set the emotional tone for the rest of it? People decide whether to engage or defend based on how you start. 

Here’s the thing: if you come in hot, frustrated, or pointing fingers, the other person will likely go on the defensive—it’s just human nature. But if you approach it with calm and curiosity, you create space for teamwork instead of conflict. 

For example, let’s say you’re reviewing a client’s bookkeeping and notice repeated errors. Saying, “You need to fix these mistakes,” might make them feel defensive and embarrassed. 

But shifting to, “Let’s review this together and find a way to simplify how these are categorized moving forward,” softens the message and invites collaboration. 

The key is to start by asking yourself what you really want to achieve. Is it about fixing an issue, clarifying expectations, or adjusting behavior? When you know your goal, it’s easier to steer the conversation in the right direction. 

Another tip—don’t make assumptions. Instead of saying, “Why didn’t you meet the deadline?” try, “I noticed the deadline was missed—was something getting in the way?” It softens the tone and shows you’re open to understanding their perspective. 

When people feel heard and respected, they’re much more likely to work with you instead of against you. Starting the conversation this way makes everything that follows smoother and more productive. 

Now that we’ve set the stage for collaboration, let’s talk about the power of words. 

Play 4: The Power of Words 

Let’s be real—words are powerful. The way you phrase something can either build a bridge or put up a wall. Collaborative language pulls people in, while accusatory words almost guarantee resistance. 

In fact, research shows that replacing ‘you should’ with ‘let’s consider’ makes people 80% more receptive to feedback, according to linguistic research. Think about it—if someone said to you, “You should have met the deadline,” wouldn’t you immediately feel defensive? 

Now imagine they said, “Let’s consider what can we do to meet deadlines moving forward.” That small shift changes the whole vibe. Instead of feeling blamed, you feel like part of a solution. 

Here’s another example: swapping, “This is wrong,” for, “Let’s review this together and make adjustments.” The first makes you feel judged, while the second makes it feel like teamwork. 

Even with tough topics, collaborative language creates a sense of safety and partnership. These small changes might seem subtle, but they make a huge difference. 

Words like “we” and “let’s” send a message that you’re in it together. And when the conversation feels collaborative, the other person is far more likely to engage constructively. 

This is especially true for accountants because whether you’re pointing out an error to a client or addressing an issue with a colleague, the way you choose your words can completely change how the conversation unfolds. 

The best part is that collaborative language isn’t just polite—it’s strategic. It helps you get your message across without triggering defensiveness or shutting the other person down. When you show that you’re working toward a shared goal, it creates trust and moves things forward. 

So the next time you need to have a difficult conversation, think about how you can weave words like “we” and “let’s” into your message. Not only will it make your point clearer, but it’ll also help the other person feel included and valued. And that’s how you turn a hard conversation into a productive one. 

Besides the power of your words, it’s also important to master the art of listening. 

Play 5: Master the Art of Listening 

The truth is that listening might seem simple, but it’s actually the secret weapon of effective communication. When people feel heard, their defenses drop, and the conversation becomes much easier to navigate. 

According to Harvard Business Review, people who feel actively listened to are 60% more likely to be open to feedback. Listening isn’t just about sitting quietly while the other person talks. It’s about showing them you’re paying attention and that their perspective matters. 

A great way to do this is through active listening. Paraphrase what they’ve said and ask for confirmation: “What I’m hearing is that this is an issue—did I get that right?” It’s a small step with a big impact. 

For accountants, this is a total game-changer. Whether you’re clarifying a client’s needs or discussing team priorities, careful listening avoids misunderstandings and builds trust. It shows you’re not rushing through the conversation—you’re genuinely invested in understanding the issue. 

But listening isn’t just about gathering facts. It’s about creating a moment where the other person feels valued and respected. When you listen with intention, you send the message, “I care about what you’re saying, and I want to get this right.” That simple act of listening can build trust faster than almost anything else. 

In high-stress situations we often face, this skill is especially critical. Think about a client frustrated over a missed deadline or a coworker struggling with their tasks. By listening carefully and reflecting back what you’ve heard, you diffuse tension and shift the conversation toward collaboration. 

Here’s the best part: listening doesn’t just help the other person—it helps you too. When you really understand their perspective, it’s so much easier to find common ground and move forward. Instead of guessing or assuming, you’re working with the full picture. 

For example, if you’ve ever left a conversation wondering, ‘Did I really hear what they were trying to say?’ then active listening is the answer. It’s not just polite—it’s a game-changer for building trust. 

Next time you’re in a tough conversation, try this: pause, paraphrase, and ask, ‘Did I get that right?’ It’s amazing how much clarity and connection you’ll create with just a few words. 

Last but not least, let’s talk about the final play in the playbook – closing with confidence. 

Play 6: Close with Confidence 

The truth is that how you wrap up a conversation is just as important as how you start it. The way you close can leave everyone feeling more confident about what comes next—or leave them wondering what just happened. 

A clear and positive wrap-up is key. It ties everything together and reassures the other person that you’re both on the same page. 

You might say something like, “Thanks for working through this with me—I think we’ve made great progress.” Or, “Let’s set a follow-up to make sure this stays on track.” Simple, right? But it makes a big difference. 

Even when the conversation is tough, ending on a good note reinforces the relationship. It shows you value their effort and that you’re committed to moving forward together. You’re basically saying, “We’ve tackled this, and we’re in a better place because of it.” 

You may have heard the expression, “People don’t remember what you said, they remember how you made them feel.” Well, it’s true – people remember how they feel at the end of a conversation. 

If you close with positivity and clarity, you leave a lasting impression of collaboration and trust. That’s a huge win, especially in professional relationships. 

A strong close also keeps the door open for future conversations. It’s like planting the seeds for ongoing collaboration. Even if the issue isn’t completely resolved, ending with gratitude or next steps shows that progress is being made. 

So, the next time you’re wrapping up a tough conversation, think about how you can leave it on a high note. Whether it’s thanking them for their input or setting a plan to follow up, a confident close can turn any conversation into an opportunity to build trust and connection.

Becoming a Smarter Accountant: Examples Of Mastering Difficult Conversations

Let me share a few moments from my own career. As accountants, we’re no strangers to tough conversations. I’ve had my share—some went well, and others taught me valuable lessons about what not to do. 

But here’s the thing: every one of them was an opportunity to grow, build trust, and refine how I approach challenges. I want to show you how I’ve used this playbook in my own journey.

Example 1: Addressing a Client’s Repeated Errors

I’ll never forget this one client who consistently sent in messy reports. I knew I had to say something, but I didn’t want to risk damaging the relationship. So, I started by reframing the situation as an opportunity to improve how we worked together.

I said something like, ‘I’ve noticed a few issues in the reports, and it’s slowing things down on my side. Can we take a look together to figure out a process that works better for both of us?’

Their response surprised me—they admitted their software wasn’t working properly and asked for advice on improving their workflow. What could’ve been a conflict turned into an opportunity to help them and make my life easier.

Example 2: Setting Boundaries with a Manager

Early in my career, I had a manager who constantly handed me extra work at the last minute. I was drowning but didn’t know how to say ‘no’ without sounding like I couldn’t handle it. One day, I decided to try a different approach.

I said, “I really want to do my best on all these projects, but my workload is piling up, and I’m worried about missing deadlines. Could we go over what’s most urgent so I can prioritize the right way?”

To my surprise, they were open to it. We adjusted a few deadlines, and I learned how important it is to speak up before the issue became even bigger.

The reason why this worked is that I wasn’t complaining—I showed I cared about delivering quality work. That shifted the tone from resistance to collaboration.

So hopefully you can see that with just a few tweaks to how you approach these conversations, you can turn potentially awkward moments into opportunities. These examples are proof that even the toughest conversations can be handled with confidence when you take the time to manage your mindset and choose your words carefully.

Now I’m going to share the key takeaway from today and an action item for the upcoming week.

Key Takeaway and Action Item

The key takeaway here is that tough conversations don’t have to feel so tough when you understand what’s really going on. Your brain might be wired to treat these moments like danger zones, but the truth is, they’re opportunities to solve problems, build trust, and strengthen relationships. 

When you work with your brain instead of fighting against it, prepare your mindset, use the right words, listen actively, and close with confidence, you can turn even the most awkward conversations into productive ones.

Now, here’s a question to ask yourself before your next conversation: “What’s my goal here, and how can I approach this in a way that builds trust?”

Think about it—having clarity on your goal helps you stay focused, even when things feel uncomfortable. Are you aiming to solve a problem? Build a stronger relationship? Clear up confusion? Once you know your goal, it becomes easier to frame your words, choose a collaborative tone, and really listen to the other person.

Why does this work? Because when you approach a conversation with intention and trust-building in mind, it shifts your energy. You’re not just trying to get something off your chest—you’re creating space for both of you to move forward. And that’s the real game-changer.

So next time, take a moment to pause, ask yourself this question, and let it guide how you show up. 

Well, that’s what I have for you.  Thank you for joining me as I discussed the accountant’s playbook for mastering difficult conversations.  I love teaching topics that we all have to deal with as accountants, but in a way that you might not have heard of before.

Again, my goal is to help smart accountants become smarter, so I hope you’ve learned something that you can begin to apply in your career or in your personal life.

If you’d like to discuss how to become a Smarter Accountant, you can schedule a free 30-minute call with me at  https://thesmarteraccountant.com/calendar/. 

And don’t forget to check back each week for more tips and strategies to help you go from being a stressed accountant to a Smarter Accountant.

Also, if you haven’t already, make sure to take The Smarter Accountant Quiz at www.thesmarteraccountant.com to see if you’ve been underutilizing your accountant brain. It’s a great starting point to see where you are and how you can improve.

Lastly, if you’ve found today’s episode helpful, I’d really appreciate it if you could spread the word to other accountants. The more we get this message out, the more we can change the narrative in the accounting profession and help accountants everywhere.

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

So, let me ask you something. Have you ever noticed how every January feels like a fresh start? It’s like we turn the page to a new calendar, and suddenly, we’re filled with this rush of motivation. 

This is it. This is the year we’re going to get it all together. We’re going to stick to the plan, be super productive, and finally feel like we’re on top of things.

And then… February rolls around. And it’s like—what happened? 

The excitement fizzles out, old habits sneak back in, and we’re right back to feeling overwhelmed, playing catch-up, and wondering where all that “new year, new me” energy went. Sound familiar?

My husband goes to the gym 3 times a week and always laughs about how the gym is more crowded in January and then it goes back to “normal” in February.  It’s completely normal to start a new year excited, with the best of intentions and then fizzle out pretty quickly.

Here’s the thing—this doesn’t happen because you lack willpower or discipline. It’s not because you’re lazy or bad at following through. 

It’s because of your brain. Your brain is actually wired to resist change, and that’s why all those big plans tend to fall apart once the initial excitement wears off.

But don’t worry—there’s a smarter way to approach the year ahead.

Today, I’m going to share something I call The Smarter Year Framework. It’s a simple, three-step approach that’s going to help you set yourself up for success next year without falling into the same traps that derail most people. 

And here’s what makes this episode different: we’re going to look at why this framework works through the lens of brain science.

Because when you understand how your brain actually works, you can stop fighting it and start using it to your advantage. You’ll be able to create real, lasting change—change that doesn’t just look good in January but actually sticks all year long.

So if you’re tired of repeating the same old cycle and you’re ready to set yourself up for a year that feels different, stick with me. I promise—this isn’t about doing more or working harder. It’s about working smarter by understanding your brain and using it to create the results you really want.

The Brain Science Behind Why We Struggle to Plan Effectively

Here’s something most accountants don’t realize: your brain loves the familiar. It doesn’t care if the familiar is stress, overcommitment, or constantly feeling behind. If that’s the pattern it knows, that’s where it wants to stay—because familiar equals safe, and safe means less effort.

So when you sit down in January with all those big, shiny plans for the year—“I’m going to work out every day, stay on top of emails, grow my business, spend more time with my family”—your brain freaks out. New habits and new plans require energy, and your brain’s first response is, “Whoa, this looks like work. Let’s just stick to what we know.”

This is exactly why you keep ending up in the same spot year after year, even though you’ve promised yourself that this time will be different. It’s not because you’re not trying hard enough. It’s because your brain is working against you, keeping you locked into those familiar patterns.

And let’s talk about overplanning for a second—because I know a lot of us are guilty of this. We write out these huge to-do lists, filled with every single thing we think we should be doing. We convince ourselves that if we just pack more into our day—more goals, more tasks, more commitments—then somehow everything will fall into place.

But here’s the problem: your brain isn’t built to focus on everything at once. It just can’t. When you overload your to-do list, your brain gets overwhelmed, and instead of taking action, it freezes. 

That’s when procrastination sneaks in. You stare at the list, feel completely drained before you even start, and suddenly, you’re doing anything other than what you planned. Sound familiar?

The truth is, there is a smarter way accountants can approach the year. It’s not about adding more—it’s about being intentional, choosing the few things that actually matter, and letting go of the rest. That’s what makes it a smarter year, not just a busier one.

And that’s where The Smarter Year Framework comes in. It’s designed to work with your brain, not against it. We’re going to start by disrupting those old patterns—because if you want to change how next year feels, you have to get clear on what’s working, what isn’t, and what you need to let go of.

The Smarter Year Framework: Step-by-Step with Brain Science

Now that you know why your brain keeps tripping you up, let’s talk about how to work with it instead of against it. That’s where The Smarter Year Framework comes in. 

It’s a simple, three-step process to help you plan intentionally, get clear on what matters, and set yourself up for a year that actually works.

And the best part is that each step is backed by brain science. Let’s break it down.

Step 1: Reflect

The first step is simple, but it’s one most accountants skip: taking time to reflect on the year you just lived through.

Reflection isn’t just about what you accomplished—it’s about understanding what worked, what didn’t, and how it felt. This is the smarter way accountants can break free from autopilot and take back control of their year.

When you pause to reflect, you interrupt that autopilot. You activate the part of the brain I refer to as the Supervising Parent—the decision-making part of your brain—which forces clarity and awareness. Instead of mindlessly jumping into the new year, you get intentional about what you want to change.

Here are two simple questions to guide you:

• What energized me this year?
• What drained me?

Think about that for a minute. What were the moments where you felt focused, productive, or fulfilled? And what were the tasks or habits that left you feeling completely drained or resentful? Be honest here, because those answers are going to be your starting point for everything else.

Step 2: Release

This is the part that can feel uncomfortable, but it’s where the real magic happens: letting go of the tasks, commitments, or mindsets that no longer serve you.

Here’s the thing—your brain hates letting go. It’s called loss aversion. Your brain sees anything you let go of as a loss, and it panics: “What if I regret this? What if I miss out?” That’s why you keep saying yes to things you don’t want to do or holding onto commitments that drain your energy.

But here’s the brain science truth: holding onto unnecessary “mental clutter” eats up your cognitive energy. It’s like having too many tabs open on your computer. You think you’re multitasking, but you’re just slowing everything down.

When you release what isn’t working—whether that’s a low-value task, an unfulfilling project, or even a mindset like “I have to do it all myself”—you create space. You free up the energy and focus you need to work on what does matter.

So here’s your question:

• What am I ready to let go of next year?

This could be a task, a habit, or even a mindset that’s holding you back. Whatever it is, releasing it is going to feel like taking a weight off your shoulders.

Step 3: Refocus

Once you’ve reflected and released, it’s time to refocus. This is where you get clear on the few priorities that will truly move the needle for you next year—both personally and professionally.

The brain science behind this is simple: your brain thrives on focused, high-impact work. Trying to juggle too many priorities at once? That’s just going to overwhelm your brain, slow you down, and make you feel scattered.

When you refocus on fewer, high-value goals, you reduce mental clutter. You’re aligning your brain’s limited energy with the outcomes that actually matter.

Here’s the key: instead of trying to do everything, pick one to three priorities for the year. Ask yourself:

• What are the 1–3 things that matter most to me next year?

Maybe it’s growing your business by focusing on high-value clients. Maybe it’s improving your work-life balance by learning how to effectively manage your time and set better boundaries. Or maybe it’s prioritizing your own growth—personally or professionally.

The point is, when you refocus, you give yourself permission to let the small stuff go. You stop spreading yourself too thin and start making real progress where it matters.

So, to recap:

1. Reflect: Interrupt autopilot and get clear on what worked and what didn’t.
2. Release: Let go of the things that are draining you to create space for what matters.
3. Refocus: Choose the few priorities that will have the biggest impact next year.

Now that you know the framework, let’s talk about why it works—how understanding your brain makes this approach so much smarter.

Why This Framework Works Better Than Traditional Goal Setting

Here’s the problem with most goal-setting approaches: they completely ignore how your brain actually works.

You’ve probably been there—you start the year by setting big, ambitious goals, mapping out every detail, and feeling super motivated. But a month or two in, you’re overwhelmed, avoiding the plan you made, and wondering why you can’t just stick to it.

It’s not your fault. Traditional goal setting tries to force the brain into overdrive, which almost always backfires. 

The brain doesn’t like being overloaded. It’s wired to conserve energy, which means the second you try to “do it all,” it pushes back. That’s when overwhelm hits, procrastination takes over, and you find yourself scrolling your phone instead of making progress.

The Smarter Year Framework works because it respects how your brain operates. Instead of fighting against it, you’re working with it. 

Here’s how:

• Reflection disrupts autopilot – Your brain loves habits and patterns, even if they’re not serving you. Reflecting on the year you just lived through forces you to pause and take stock. It stops you from blindly repeating the same mistakes and helps you make better, intentional decisions moving forward.
  
• Releasing removes mental clutter – Think of your brain like a desk. If it’s covered in piles of paper, random tasks, and outdated commitments, it’s impossible to focus. Letting go of what doesn’t matter is like clearing off that desk. Suddenly, you can think clearly, prioritize, and get things done without feeling like your brain is bursting at the seams.
  
• Refocusing directs energy toward high-value actions – Your brain can only handle so much attention and focus in a day. By narrowing your priorities to the few things that actually matter, you’re telling your brain, “This is where we’re going to direct our energy.” It’s like putting gas in the tank instead of spinning your wheels on things that won’t move you forward.

Here’s the best part: this isn’t about doing more. It’s about making your brain work smarter for you. When you stop trying to cram 20 goals into your year and focus on what really moves the needle, you’ll not only feel less overwhelmed, but you’ll also see real, meaningful progress.

And isn’t that the goal? To get to the end of the year and feel like you didn’t just check boxes—you actually accomplished something that mattered to you?

Now that you know why this works, let me share a real-life story of someone who used this framework and completely transformed the way they approached their year

Becoming a Smarter Accountant: The Smarter Year Framework In Action

I worked with a client last year who, on the surface, was doing well—growing her business, making good money—but underneath, she was burned out and overwhelmed. She was working late nights, juggling too many low-value clients, and saying “yes” to everything because she thought being busy meant being successful.

When she stopped to reflect, she realized much of her time and energy was going to things that drained her. She’d fallen into autopilot and hadn’t questioned it. 

That’s when we moved to release—she let go of difficult clients, delegated tasks that didn’t need her attention, and, most importantly, dropped the mindset that she had to do it all.

Finally, she refocused on the few priorities that mattered most: higher-value clients, growing her advisory services, and setting clear boundaries around her work hours. By working with her brain instead of against it, she stayed consistent and made real progress.

In just a few months, she was working fewer hours but making more money, feeling more in control and less stressed. She didn’t just work smarter—she approached her year like a smarter accountant, and the results proved it.

Whether you’re an entrepreneur or an employee, whether you’re in public or private accounting, this framework will help you have a better year.

Now, let’s wrap this up with a key takeaway you can use to start creating your smarter year.

Key Takeaway and Action Item

Alright, here’s the big takeaway: if you want next year to feel different—if you want to stop spinning your wheels and start making real progress—you need to reflect, release, and refocus. 

The bottom line is that when you work with your brain instead of against it, you create a year that’s not just productive but intentional and fulfilling.

So here’s a little challenge for you: What’s one thing you’re ready to let go of next year? 

Maybe it’s a task that drains you, a commitment that doesn’t align with your priorities, or even a mindset that’s been holding you back. Take a minute and really think about that. What’s one thing you can release to make space for what matters most?

And if you’re ready to take this work even deeper and set yourself up for a smarter year, I’d love to help. Head over to www.thesmarteraccountant.com/calendar and book a free session with me. We’ll work together to create a plan that actually works for you—so you can stop feeling overwhelmed and start seeing real results.

Because here’s the truth: you don’t need to do more next year—you just need to do what matters. That is how you have a smarter year.

Well, that’s what I have for you.  Thank you for joining me as I discussed the brain science behind the Smarter Year Framework.  I hope I’ve given you something to consider as one year ends and a new year begins.  

Again, my goal is to help smart accountants become smarter, so I hope you’ve learned something that you can begin to apply in your career or in your personal life.

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.

At the end of each podcast, I always say, “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.” And there’s a reason I repeat this every week.

The accounting profession is built on traditions and long-standing beliefs that often go unquestioned. Many accountants are struggling with stress, overwhelm, and burnout because they’ve accepted these norms without realizing there’s another way. 

This podcast is about offering a different perspective—a way to challenge those beliefs and create a more sustainable, fulfilling career. But for that message to spread, we need more accountants to hear it.

If you’ve been in the accounting profession for a while, you’ve probably heard plenty of phrases like “tax season is stressful” or “the work never really slows down.” These beliefs get passed around so often that they start to feel like facts. 

But what if they’re not? What if the stress we experience as accountants isn’t just part of the job but a result of the stories we’ve been telling ourselves for years?

In many ways, the accounting profession has become stuck in these old narratives. We see others around us feeling stressed and overwhelmed, and we naturally mirror those feelings. 

In fact, it’s human nature to pick up on the emotions of those in our environment—especially in a field like accounting, where long hours, tight deadlines, and high expectations are the norm. But when we do this without questioning it, we end up reinforcing a belief system that might not actually serve us. 

Whether it’s tax season, year-end reviews, or managing difficult clients, we’ve been conditioned to accept that accounting comes with constant pressure. We’ve been taught to believe that if you’re not stressed, maybe you’re not doing enough.

The problem with these narratives is that they become so deeply ingrained that we stop questioning them altogether. They get passed down from one generation of accountants to the next, without anyone taking a step back to ask, “Does it really have to be this way?” 

It’s almost as if we wear our stress like a badge of honor, something that proves our dedication to the job. But at what cost? Burnout, overwhelm, and dissatisfaction have become widespread in the profession, and the very things we’ve been led to believe are necessary for success are often what make the job feel unsustainable.

But what if it didn’t have to be this way? What if the stress we experience isn’t necessarily about the workload but more about the way we’ve been taught to think about it? 

Whether you’re dealing with tax season or a different demanding period in your accounting career, these feelings often stem from beliefs we haven’t stopped to challenge. It’s not just about the amount of work we have to do; it’s the stories we tell ourselves about that work. 

The question we need to start asking ourselves is: Are we stuck in a narrative that’s no longer serving us? And more importantly, what would happen if we chose to change it? 

Imagine what your work experience could look like if you let go of these old, limiting beliefs. What if, instead of focusing on the stress and overwhelm, we started focusing on how we could approach our work differently? What if we challenged the idea that stress is an inevitable part of being an accountant?

It’s time to consider that the old ways don’t have to define our future. No matter what area of accounting you’re in, there’s an opportunity to break free from the narrative of stress and overwhelm. 

By questioning these long-held beliefs, we can create a different, more sustainable way of working that allows us to thrive instead of just survive.

The Tribe Mentality: How We Mirror Those Around Us

As humans, our brains naturally pick up on and mirror the emotions of those around us. This instinct, called “tribe mentality,” has helped humans connect and survive for thousands of years. 

In our jobs, especially in accounting, this often shows up when we take on the stress and overwhelm of our coworkers without even realizing it. When one person feels anxious, it’s easy for that feeling to spread, creating an environment where stress feels like the norm.

Think about the last time you were working during a busy time, like tax season or a major deadline. Everyone around you may have seemed stressed, juggling papers, rushing to meet deadlines, and feeling worn out. Even if you started the day calm, it’s likely you began to feel their stress too. 

This is how easily we absorb the energy around us. You might have started to feel the pressure building, thinking that stress is just part of the job and that you have no choice but to feel the same way as everyone else.

But here’s something to consider: that stress you’re feeling may not actually be yours. Often, we adopt the thoughts and feelings of those around us because we’re wired to connect. We see others acting stressed or overwhelmed, and we naturally fall into the same mindset. 

But just because others are feeling pressured doesn’t mean you have to be. Many of us mirror the feelings in our environment without stopping to ask ourselves, “Do I really need to feel this way?”

Unfortunately, this is how tribe mentality works. We don’t want to be different, and we want to fit in. If everyone else is feeling overwhelmed, it can feel strange to stay calm. 

But what if you allowed yourself to step out of that cycle? What if, instead of taking on the stress of those around you, you decided to manage your own thoughts and emotions? You have the choice to decide how you want to feel, no matter how others are reacting.

Noticing how we mirror others is the first step to changing how we experience work. It’s not about ignoring challenges or pretending everything is fine. That’s not what I’m saying at all.  It’s about recognizing that just because your coworkers are stressed, doesn’t mean you have to be. 

You have the power to choose your own path and, in doing so, you might even inspire others to do the same. 

But thinking differently starts with recognizing the beliefs we’ve taken for granted. To create real change, we need to start challenging what we think we know about accounting and the stress we experience.

Challenging What We Think We Know

In the accounting profession, we tend to accept certain beliefs as facts, but when we take a closer look, they’re often just assumptions we’ve picked up along the way. These thoughts get passed down from one accountant to another until they become so ingrained that we stop questioning them. But the truth is, a lot of what we believe about our work is optional.

Take “tax season is stressful,” for example. This is something we hear all the time, and eventually, it starts to feel like an unavoidable reality. The same goes for “working long hours equals success.” These beliefs have been repeated so often that they’ve become part of the profession’s culture. 

But just because they’re common doesn’t make them true. What if tax season didn’t have to be stressful? What if success wasn’t measured by how many hours you put in, but by the quality of the work you do and the balance you maintain in your life?

In a few minutes I’ll share how I have had stress-free tax seasons for 10 years by challenging what I thought I knew, but that’s not the only limiting belief we have.

There are plenty of other phrases we toss around that perpetuate the stress and overwhelm in accounting:

“You’ll never get ahead unless you put in the extra hours.”

“We’re accountants; we’re supposed to be overworked.”

“Get used to being exhausted—this is how it is.”

“This is what we signed up for.”

“Clients are always going to be difficult, and we just have to deal with it.”

“If you’re not working late, you’re not dedicated enough.”

“You’ll never have a real work-life balance in this field.”

These phrases might seem harmless when we say them in passing, but they reinforce a mindset that stress and exhaustion are inevitable. We rarely stop to ask ourselves, “Is this actually true?” or “Does believing this help me?” Instead, we just accept them as part of the job.

But what if we didn’t? What if we started to challenge these assumptions and asked ourselves whether they serve us? Would we approach our work differently if we stopped believing that long hours are the only path to success? Could we find more peace and balance if we questioned whether stress is really necessary, or just something we’ve been told to expect?

The first step in changing the narrative of the accounting profession is to start questioning the beliefs we’ve taken for granted. By challenging these old ways of thinking, we open the door to new possibilities—ones where success and balance can coexist, and where stress doesn’t have to be the price we pay for being accountants.

By starting to question these long-held beliefs, we can create the mental space to consider a new approach—one where we actively reshape the future of the accounting profession. 

Continuing to hold onto these outdated beliefs is not only unhelpful but also harmful to the future of the profession. That’s why it’s crucial to understand why the ‘old ways’ have to go if we want to create a sustainable future.

Why the ‘Old Ways’ Have to Die Out for a Sustainable Future

Let’s be honest, the traditional attitudes and beliefs that have shaped the accounting profession for so long are no longer working. We’ve been holding on to ideas that are not only outdated but are actively contributing to burnout, stress, and dissatisfaction. 

The “old ways”—believing that long hours equal success, that stress is just part of the job, and that working non-stop is the only way to get ahead—are pushing accountants to their breaking point. And if we don’t change the way we think about our work, we risk pushing an entire generation of accountants out of the profession.

Look at the growing number of accountants experiencing burnout. It’s not just a coincidence. It’s a direct result of the mindset we’ve been conditioned to accept. The constant pressure to perform, meet deadlines, and work long hours is not sustainable. 

The belief that success is measured by how much you sacrifice—whether it’s your time, your health, or your relationships—has created a toxic cycle. Accountants are feeling the weight of this every day, and it’s taking a serious toll.

Continuing with this mindset doesn’t just hurt individual accountants; it hurts the profession as a whole. When we’re constantly stressed and overwhelmed, we can’t do our best work. 

We make more mistakes, we lose our passion for what we do, and eventually, we either burn out or leave the field altogether. If we want to create a sustainable future for accounting, we need to let go of these old, limiting beliefs and embrace a healthier, more balanced approach.

Changing the narrative in the accounting profession isn’t just a nice idea—it’s essential. The profession needs to evolve to survive. 

That means challenging the idea that stress and long hours are a badge of honor and starting to prioritize well-being, balance, and efficiency. It means valuing quality over quantity and recognizing that a successful accountant isn’t one who works the most hours but one who works effectively and maintains their health and happiness along the way.

If we can shift our collective mindset, we can create a future where accountants thrive, not just survive. The old ways have to die out if we want to move forward. 

It’s time for a new approach—one that focuses on sustainability, both personally and professionally, so that the next generation of accountants can enjoy long, fulfilling careers without sacrificing their well-being.

Embracing a more sustainable future starts with changing the way we think, but real transformation happens when we take action to rewrite the story of what it means to be an accountant. So, how do we begin to shift this narrative in a practical way?

The Choice to Change the Narrative

At the end of the day, accountants have a choice: continue following the old, unsustainable narrative or start questioning the beliefs that have been holding the profession back. It’s easy to keep doing things the way they’ve always been done—working long hours, accepting stress as a given, and thinking that burnout is just part of the deal. 

But here’s the thing: we don’t have to keep living that story. We have the power to change it.

Plus, the definition of insanity is doing the same things over and over and expecting different results.  We have to break free from these old patterns, challenge the beliefs that aren’t serving us, and start creating a new narrative—one that leads to healthier, more fulfilling careers in the accounting profession. 

The beliefs we hold about our work shape how we experience it. If we continue to believe that stress is unavoidable, then we’ll keep feeling overwhelmed. If we tell ourselves that working harder is the only path to success, then we’ll keep burning out. 

But if we start questioning those thoughts—if we begin to challenge the idea that being an accountant has to mean being stressed—everything can change.

You have a choice in how you experience your career. You can keep accepting the thoughts and beliefs that lead to stress and dissatisfaction, or you can decide to write a new narrative. It starts with awareness. 

Start noticing the thoughts you’re accepting without question. Ask yourself, “Is this really true?” and “Does believing this help me?” The simple act of questioning what you’ve always taken for granted can open the door to a completely different experience.

Imagine what your career could look like if you let go of the belief that stress and overwhelm are inevitable. What would happen if you redefined success to include balance and well-being, not just hours worked? How would your day-to-day experience shift if you allowed yourself to challenge the old ways and create a new, more sustainable approach to your work?

Now is the time to make that choice. The profession won’t change unless we start to change the way we think. 

By choosing to question the old narrative, we create the possibility of a future where accountants thrive—where the work is fulfilling, and the stress is manageable. It’s a future that’s within reach, but it starts with each of us deciding to think differently.

The choice is yours. Will you continue to follow the old story, or will you begin to write a new one?

Becoming a Smarter Accountant: How I Changed My Narrative

One of the biggest reasons why I wrote my book, “The Smarter Accountant” is because I had changed the narrative for myself and wanted accountants to learn what made that possible.

But the impetus for that change started after the first tax season that my second husband and I were married.  At the end of tax season he said to me, “What just happened?”  I said, “What do you mean?”  He said, “Tax season wasn’t what I expected.  You were always stressed and overwhelmed, you weren’t your normal self, you worked crazy hours, and you weren’t really present when you were home.”

I remember thinking, “Dude, you married a CPA.  What did you think it was going to be like?”  But, instead, I began to take to heart what he said.

I was working with a coach at the time and I told her what my husband had said and added, “Well, tax season is just stressful.”  She told me something that literally changed my career and my life.  She said, “You know that ‘Tax season is stressful’ is just a thought, not a fact.”

I remember thinking, “Well, clearly she has no idea what she’s talking about.”

She explained that it was a fact that I had tax deadlines and that there was more work to do during certain times of the year, but those things weren’t causing me stress.  What was causing me to feel stressed and overwhelmed was what I was thinking about those facts.

In other words, thoughts like “Tax season is stressful” or “I don’t know how I’m going to get all this done” were the cause.  And then she pointed out that our thoughts are 100% optional so if I chose more helpful and useful thoughts, I could reduce and even eliminate stress and overwhelm altogether.

Besides passing the CPA exam over 30 years ago, this was a pivotal point in my career and my life.  I began replacing my unhelpful thoughts and began practicing more helpful and useful thoughts like “Tax season doesn’t have to be stressful” and “I just need to focus on one thing at a time.”

I began feeling more focused and began getting more done in less time.  I had more energy at the end of the day and on the weekends.

The best part is that my husband started noticing without me telling him what I was doing differently.  When I explained what I had done differently that particular tax season he said, “Keep doing it.  It was a night and day difference from the previous year.” 

This is how I started to change my narrative in the accounting profession.  I began to challenge the thoughts and beliefs I had borrowed from other accountants and even publications like Accounting Today who had an article years ago titled, “Brace Yourself For Another Stressful Tax Season!”

I now recognize those unhelpful and unuseful beliefs and I choose wisely.  I get more done in less time than most accountants because I’ve become a Smarter Accountant.

Again, it’s why I wrote my book and why I distilled 10 years of knowledge into a 6-week Smarter Accountant Program.  To show accountants how to change their narrative so that they can have easier, more sustainable careers.

Let’s wrap up with a key takeaway and a simple question to help you apply what you’ve learned.

Key Takeaway and Action Item

As accountants, we have the power to rewrite the narrative of our profession. By questioning long-held beliefs and challenging assumptions like “stress is just part of the job,” we can create a more balanced, sustainable, and fulfilling career. 

The future of accounting doesn’t have to be defined by stress and burnout—we can choose a new path by thinking differently about our work.

This week ask yourself, “What is one thought or belief I’ve been holding onto about my work that I can start questioning today? How might changing that belief improve my experience in the accounting profession?

This question is crucial because the ripple effect of one accountant changing their narrative can be profound. When you shift your mindset and break free from the old, limiting beliefs, you not only transform your own experience but also set an example for those around you. 

When your colleagues see you thriving, getting your work done efficiently, and handling stress in a healthier way, it can make them stop and think about how they’re approaching things. It’s like a ripple effect—when one person starts questioning the idea that stress is just part of the job, it opens the door for others to do the same.

Honestly, it doesn’t take much. One person choosing to think differently can inspire real change and help reshape the whole accounting profession for the better. It all starts with just one small shift.

Well, that’s what I have for you.  Thank you for joining me as I discussed changing the narrative in the accounting profession.  I hope that I’ve inspired you to change your narrative about the accounting profession because it just takes one person to make a difference.

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

So 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.

Have you ever started your day with a clear plan, ready to tackle everything on your list, and then—bam!—one small interruption throws you off course? Suddenly, it feels like every task is screaming, “Do me now!” Before you know it, you’re scrambling to figure out what to do first, and it’s like your to-do list has taken over your day.

Why does this happen? Why does everything suddenly feel so urgent, even when it’s not?

We all know we should focus on the important things, but those “urgent” tasks have a way of grabbing hold and not letting go. We’ve all been there—jumping on emails the second they hit our inbox, rushing to respond to a client request, or feeling the pull of a time-limited sale we just can’t ignore. It’s like urgency hijacks our day.

Here’s the thing: this isn’t happening because you’re disorganized or bad at time management. The truth is, our brains are hard-wired to respond to urgency—it’s almost impossible to resist. This response, called the “Mere Urgency Effect,” explains why we often get caught up in tasks that feel pressing but aren’t actually important.

Think about this: you’re shopping online, and you see, “Only 3 hours left to save 50%!” Even if you weren’t planning to buy anything, suddenly it feels urgent. That same pull shows up in your work life, too. 

You might have a big project that needs thoughtful attention, but as soon as an “urgent” email or request pops up, your brain jumps into action mode, leaving you constantly putting out fires instead of making real progress.

This cycle is exhausting. It keeps us busy, but not productive. And the tricky part? Those urgent tasks are often much less valuable than they seem in the moment.

So, how do we break free and take back control of our time? That’s what I want to cover today. We’ll dive into the Mere Urgency Effect, the brain science behind it, how it shows up in daily life, and, most importantly, how to manage it.

Let’s start with what the Mere Urgency Effect actually is and why it’s so hard to resist.

The Mere Urgency Effect Explained

You know that feeling when you sit down to work on something important, and just as you’re getting into it, your phone buzzes or an email pops up, and suddenly, you’re off track? It’s like whatever just came in feels so urgent, you have to handle it right away—even though, deep down, you know it’s not that important. 

That’s what’s known as the Mere Urgency Effect.  So, what is the Mere Urgency Effect? Basically, it’s our brain’s annoying habit of prioritizing things that feel urgent—even when they’re not really important. 

It’s like when you’re in the middle of a big project, and your phone alerts you to a “flash sale” that’s ending in an hour. You weren’t even thinking about shopping, but now you’re tempted to stop everything because, well, the deal is about to end.

Our brains are wired for this kind of reaction. It’s a leftover survival instinct from way back when we had to respond immediately to actual threats, like wild animals or dangerous weather. 

But nowadays, it’s more about reacting to every notification, email, or “limited-time offer” that comes our way. The problem is, we’re tricked into thinking everything that seems urgent needs our attention right now.

Let me tell you a funny story. I had set aside an entire morning to work on a big project. It was one of those high-impact tasks that needed my full focus. I was ready to dive in, and then my phone buzzed with a notification from Bath & Body Works—there was a “One-Day Only Sale” on candles. 

Now, I love their candles, so of course, I felt this little pull to check it out. I told myself, “It’s only today.”. Next thing you know, I spent 30 minutes buying candles I didn’t even need. 

And just as I was about to get back to work, my email pinged with a client question. It wasn’t urgent, but I thought, I’ll just answer this real quick. Long story short, that project barely got touched.

I got totally caught up in the Mere Urgency Effect. I let those small, “urgent” things take over, and the important stuff got pushed to the side. 

And let’s be honest, we’ve all been there—whether it’s checking emails the second they come in or tackling small tasks just to feel like we’re getting something done. It’s like we’re constantly busy, but we’re not making real progress on what truly matters.

The issue is that those little urgent tasks often give us a quick sense of accomplishment, which feels good in the moment. But in reality, we’re just putting out tiny fires, not building anything significant. So how do we stop this cycle?

The first step is understanding why we’re so drawn to these urgent distractions. Let’s dig into the brain science behind it and figure out why it feels so hard to resist.

The Brain Science Behind Why Everything Seems Urgent

Let’s break down why everything feels urgent, even when it’s not. I’ve mentioned this before on the podcast, but your lower, primitive brain, the part I like to call the “Toddler brain,” craves instant gratification and reacts in the moment. It’s not thinking about long-term goals—it just wants to feel good or fix something now.

When a notification pops up or a deadline looms, your Toddler brain kicks in, reacting instantly. Tackling a quick task gives you a small dopamine hit—the brain’s reward chemical—which feels great in the moment. 

This “quick win” satisfaction keeps you chasing after small, urgent tasks, even when they don’t move the needle on what truly matters.

Here’s the catch: this instinct made sense when we had to react quickly to survive, but today, it leads to jumping from task to task without focusing on what’s important. For example, you might drop a major project to respond to a non-urgent email, simply because it feels pressing in the moment.

Recognizing this pattern in your brain is the first step toward taking control. But how does this brain response actually play out in our everyday work lives? Let’s take a closer look.

How the Mere Urgency Effect Shows Up in Daily Life

Now that you understand how the brain’s hardwiring can pull you into urgent tasks, let’s talk about how this plays out day to day. It’s that feeling of running around all day, checking things off your list, only to end the day realizing you didn’t make any real progress. That’s the Mere Urgency Effect in action.

This effect tricks us into mistaking busyness for productivity. You might spend hours answering emails, thinking, “I’m getting so much done!” But when you look back, those emails could have waited, and the critical project requiring your focus remains untouched.

Our brains often confuse urgency with importance. A Slack message or email notification grabs your attention because it feels pressing, even if it’s not truly significant. This cycle of reacting to urgent-but-unimportant tasks can leave you stuck on a hamster wheel, constantly busy but not moving forward on what matters.

For accountants, this challenge is magnified by constant deadlines. Monthly closings, tax season, and client demands all feel urgent, making it hard to prioritize effectively. Imagine sitting down to prepare for a major client presentation only to get derailed by a less critical email or a quick team update. By the end of the day, the high-impact task hasn’t even started.

Breaking free from this cycle begins with recognizing the Mere Urgency Effect for what it is—a distraction from meaningful work. Once you’re aware of how it influences your choices, you can start to regain control. Let’s explore how to do that next.

What to Do About the Urgency Effect

Breaking free from the urgency trap starts with awareness. Think about the last time you sat down to work on something important, like preparing a client presentation or finalizing a month-end report. You were ready to dive in, but then a “quick” email popped up, or a colleague stopped by with a question. 

Before you knew it, half an hour had passed, and you hadn’t even started the task you planned to focus on. That’s the urgency effect at work—pulling your attention to what feels pressing instead of what truly matters.

The key to taking control is pausing. When you feel the pull of urgency, stop and ask yourself, “Is this really important, or does it just feel like I have to do it now?” This moment of pause gives you space to evaluate your priorities instead of reacting automatically. 

For example, when a client emails you with a non-urgent question while you’re reviewing a tax return with a tight deadline, pausing allows you to recognize that the return takes priority, and the email can wait until later.

Once you’ve paused, the next step is reframing your thoughts. Instead of thinking, “If I don’t answer this now, I’ll fall behind,” try something like, “This can wait while I focus on what’s most important.” 

Reframing helps you quiet that inner voice that tells you everything needs your attention immediately. For accountants, this can mean consciously choosing to let emails or less-critical client requests sit until you’ve completed a high-impact task.

Let’s look at another example. Imagine it’s close to the end of the month, and you’re balancing multiple responsibilities: preparing financial statements, responding to client questions, and managing last-minute team updates. Everything feels urgent. 

But if you pause and think it through, you might realize that while answering client questions feels pressing, completing the financial statements is the most important task because it affects your firm’s deadlines. By reframing your thoughts—“I can circle back to these questions after I finish the statements”—you give yourself permission to stay focused on the bigger priority.

This process of pausing and reframing becomes even more effective when you pair it with a clear plan. At the start of your day, take five minutes to outline your top priorities. Ask yourself, “What will make the biggest difference today?” Then, when something urgent-feeling pops up, you can remind yourself of the plan you already made.

For instance, if a team member messages you with a last-minute question while you’re working on a tax projection, you can respond with, “Let’s discuss this later—I’m wrapping up something critical right now.”

The goal isn’t to ignore everything that feels urgent but to consciously decide when and how to address it. Practicing this process takes time, but the more you pause, reframe, and stick to your plan, the easier it gets. 

You’ve already heard me talk about the Supervising Parent part of your brain—it’s all about letting that calm, rational side take charge instead of reacting to every distraction.

So, the next time you feel the pull of urgency, remember: pausing is powerful. It’s not about doing less but about doing what truly matters. 

With practice, you’ll notice a shift—you’ll feel more in control, less rushed, and far more productive. And that’s how you start breaking free from the urgency trap.

Practical Strategies to Manage Urgency

Let’s talk about some practical strategies to manage urgency. One of the best ways to manage it is to take a page out of an emergency room’s playbook. Think about it—ER doctors deal with urgency all day, but they don’t just jump into action for every case that comes through the door. They use triage to decide what needs immediate attention and what can wait. 

You can do the same with your tasks by asking, “What’s truly important here, and what can wait?” This small habit can save you from constantly reacting to every notification or request.

Once you’ve got that mindset, time blocking becomes a lifesaver. It’s like making appointments with yourself for the most important work. Set aside time specifically for high-impact tasks, and treat it like a meeting you wouldn’t cancel. 

The beauty of time blocking is that it helps you focus on what matters most while giving you permission to set aside distractions. Even when other things pop up that feel urgent, you can remind yourself, “This time is already spoken for.”

Prioritizing is just as crucial. At the start of your day—or better yet, the night before—ask yourself, “What will make the biggest difference in the long run?” 

Write down those priorities and commit to tackling them first. Let the smaller, less important tasks fall into place later. This way, you’re making intentional decisions about your time, rather than letting the day dictate your focus.

These strategies take practice, but they work. The more intentional you are with your time, the easier it gets to break free from that constant rush of urgency. 

You’ll feel more in control, less stressed, and far more productive. Remember, it’s not about doing everything—it’s about doing the right things. 

Becoming a Smarter Accountant: Getting A Handle On Urgency

One of the biggest benefits of The Smarter Accountant Time Management Program is getting a better handle on The Mere Urgency Effect. As accountants, no one teaches us how to manage our minds so that we can better manage our time. That’s why I do what I do.

Let me tell you about a client who felt like she was constantly running on fumes. Every day, she dove into emails, client calls, and last-minute requests, but by the end of the day, she was exhausted and frustrated. Despite working nonstop, the most important projects were still untouched. She told me, “I’m busy all the time, but I’m not making real progress.”

When we started working together, she realized how much small, urgent-seeming tasks were hijacking her focus. Emails and quick client questions felt pressing, but most of them could wait. The game-changer for her was learning to pause and ask herself, “Do I need to handle this now, or can it wait while I focus on what’s truly important?”

We also implemented time blocking for her high-priority tasks. At first, it felt strange to let some things wait, but she quickly saw the difference. Those “urgent” tasks weren’t as critical as they seemed, and for the first time in years, she made real progress on her big projects.

After a few weeks, she told me, “I finally feel in control of my time.” She was calmer, more productive, and even more present with her family. The constant stress of urgency was gone, and she felt like she had her life back.

Her story is proof that you don’t have to stay stuck in the urgency trap. When you pause, focus on what matters, and let the small stuff wait, you can take back your time and energy. If she could do it, so can you.

I hope you can see that while everything may seem urgent, it doesn’t have to be.  

Let’s wrap up with a key takeaway and a simple question to help you apply what you’ve learned.

Key Takeaway and Action Item

The key takeaway is that the Mere Urgency Effect can easily trick you into spending your time on tasks that feel pressing but aren’t truly important. By becoming aware of this effect and learning to reframe your thoughts, you can break free from the constant cycle of urgency. This allows you to focus on what truly matters, leading to a more productive and less stressful day.

This week ask yourself, “Is this task truly important, or does it just feel urgent?”

This question is crucial because it helps you pause and evaluate your actions before diving into a task. By asking this, you’re training your brain to distinguish between urgency and importance, which is the first step toward managing your time more effectively. 

This simple question can be a game-changer in how you approach your day and make decisions about where to invest your energy.

I promise you, everything is NOT urgent, even though it seems that way.

Well, that’s what I have for you.  Thank you for joining me as I discussed why everything seems urgent and what to do about it.  I hope you’ve learned something that you can begin to apply in your career or in your personal life.

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

So 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.