Month: January 2025

Have you ever walked into a room and felt like something was wrong, even if no one said anything? Maybe people looked worried, or the air just felt tense. Before you knew it, you started feeling nervous too.

Now think about a different kind of room—one that feels calm and steady, even when there’s a lot going on. In that kind of space, it’s easier to think and get things done. It almost feels like the room itself is telling you, “You’re doing great!”

That’s because people feel the energy of the leader in the room. If a leader is calm, it helps everyone else stay focused. But if a leader is stressed, that stress spreads like a cold—real fast.

Think about a time when you felt really clear and ready to work. Was it because everything was perfect? Or was it because the person in charge made you feel safe and focused? The truth is, how a leader feels affects the whole team, whether they realize it or not.

Some people think staying calm under pressure is just something you’re born with, but that’s not true. It’s a skill you can practice—like learning to ride a bike or tying your shoes. And when you do, it makes a huge difference.

Think about this – have you ever noticed how your own mood affects others? If you walk into a room feeling worried, do people start looking nervous too? But when you walk in feeling calm, doesn’t everything seem to run more smoothly?

The thing is, being a great leader isn’t just about what you say or do. It’s also about how you make people feel. And the good news is that you don’t have to be perfect. Just making small changes to your energy can help your whole team feel better and get more done.

So, what kind of energy are you bringing into the spaces where you lead? Are you helping people feel focused and ready to work? Or does it sometimes feel like everything is spinning too fast?

If you’ve ever wanted to create a calm and focused space for your team, this episode is for you. 

Why Emotional Contagion Happens

Have you ever been around someone who was really stressed and, all of a sudden, you started feeling nervous too? Or maybe you were with someone who was super calm, and you started to feel relaxed, even if you were worried before?

That’s because feelings can spread—kind of like a yawn. When one person feels a certain way, the people around them often start to feel the same. This happens all the time, even when we don’t notice it.

Here’s why: Our brains have something called mirror neurons. These little brain cells help us copy the feelings and actions of others. If someone is smiling and calm, our brain picks up that signal and helps us feel calm too. But if someone is worried or upset, we start to feel that way without even trying.

Our brains are also always watching for danger. One way we figure out if things are okay is by looking at the people around us—especially leaders, coworkers, or others that you come in contact with. If they seem calm, our brain thinks, “Everything is fine.” But if they look stressed, our brain might panic and make small problems feel big.

This isn’t just about feelings—it actually changes how well we think and work. When we’re around calm people, our brain stays clear and focused, making it easier to solve problems. But when we’re around stress, our brain jumps into panic mode, making everything seem harder than it really is.

What’s really amazing is that we don’t even choose to copy someone’s emotions—it just happens. That’s why one person’s mood can spread to a whole group without anyone saying a word.

So why does this matter? Because your feelings affect others, too. The way you act and feel spreads to the people around you. If you stay calm, you help others feel calm, too. But if you’re upset, that feeling spreads just as fast.

The good news is that you can choose what kind of energy you bring into a room. Even small changes—like taking a deep breath before reacting—can help everyone around you feel more steady and focused.

The best leaders know this secret: When they stay calm, their whole team works better. And when you understand this, you can use it to help others, too.

The Brain Science Behind Calm Leadership

Let’s look at what happens in the brain when we’re calm—or when we’re not—and why it’s so important for you and the people around you.

Your brain is always working, even when you don’t notice it. One of its biggest jobs is to keep you safe. It’s always watching and listening to see if everything is okay. And one of the biggest clues it uses is the people around you.

If you stay calm, it tells other people’s brains, “Everything is fine. We’ve got this.” But if you seem nervous or stressed, their brains might think, “Uh-oh! Something is wrong!” This happens because of how different parts of the brain work.

The thinking part of the brain, which I like to call the Supervising Parent, helps us solve problems and make good decisions. But when we get too stressed, the brain switches to a different part—the Toddler Brain. This part only cares about danger and reacts fast, even when there’s no real danger. It’s like a fire alarm that goes off whether there’s smoke or just burnt toast.

When the Toddler Brain takes over, it’s hard to focus. Even small tasks feel big. But when a leader stays calm, it helps everyone think clearly and get things done.

Think of it like Wi-Fi. When the signal is strong, everything works smoothly. But when it’s weak and glitchy, it’s stressful.  Like trying to watch a video that keeps freezing. 

Even better, when you stay calm over and over, people start to trust you. Their brains learn, “This person won’t freak out, even when things get hard.” That makes everyone feel safer and more confident, which helps them do their best work.

Being calm isn’t just good for the brain—it’s good for the body too. When people feel safe and supported, they have less of a stress hormone called cortisol, which makes everything feel extra hard. Instead of wasting energy worrying, they can focus on what really matters.

So next time things get busy, think about the energy you’re giving off. Are you helping others stay calm, or making things feel even more stressful? The way you show up affects how everyone else’s brain works—and that’s a big deal, especially for accountants.

Why Calm Is a Leadership Superpower

Now that we know how calmness helps the brain, let’s talk about why it’s such a superpower for leaders. Being calm isn’t just about feeling good—it helps people trust you, think clearly, and work better as a team.

Have you ever met someone who stays steady even when everything around them feels stressful? The kind of person who walks into a busy room and suddenly, things feel a little more under control?

That kind of leader makes everyone feel safer, more focused, and more capable. It’s not just nice—it’s powerful.

Being calm doesn’t mean pretending problems don’t exist. It means staying steady even when things get tough. When a leader does that, it helps everyone else take a deep breath, think before they react, and find solutions instead of just worrying about problems.

And research shows that people trust calm leaders the most. Not because they always have the right answer, but because they don’t panic. They show, over and over, that they can handle tough situations without losing control. That kind of leader makes people feel safe.

Another reason calmness is so important is that it helps people see things more clearly. Imagine looking at a mountain covered in thick fog. You can’t see the path forward. 

But when the fog lifts, everything becomes clear. That’s what a calm leader does—they help people focus on what matters and let go of what doesn’t.

Calm leaders also help people be more creative and work together better. When people don’t feel rushed or judged, they share more ideas and take more chances. A calm leader makes everyone feel safe to try new things, and that’s when great ideas happen.

Studies also show that calmness spreads. When one person stays steady, others start to do the same. Before you know it, the whole team is handling challenges with more confidence and focus—not because the problems disappeared, but because you showed them how.

Being a calm leader doesn’t mean you’ll never feel stressed. Of course, you will—you’re human. But it does mean choosing to manage your emotions so they don’t control you. The more you practice, the better you get.

So, what makes a great leader? It’s not just their job title or their skills. It’s their ability to bring calm to the chaos, to build trust, and to help people do their best, no matter what’s going on around them. That’s what makes calm leadership a superpower.

The Hidden Costs of Stressful Leadership

But what happens when calm is missing? Let’s look at how stress in leadership can slow things down and make work harder for everyone—including the leader.

When a leader is stressed, it’s like the whole team is carrying extra weight. Even simple tasks start to feel heavy. Instead of moving forward smoothly, everything feels rushed and messy.

Have you ever noticed that when people are nervous, they make more mistakes? That’s not an accident. 

Stress makes it harder for the brain to focus. Instead of paying attention to details, people go into survival mode—and that’s when things start slipping through the cracks.

But it’s not just about mistakes. Stress makes work exhausting. Even small tasks feel like a huge effort when the whole team is on edge. It’s like everyone is running a race without a finish line.

When a leader is stressed, the team reacts instead of solving problems. It’s like trying to clean up a mess that never ends. Over time, stress makes people feel tired and unmotivated. Work starts to feel like a chore.

Stress also hurts trust. If a leader is always tense or unpredictable, people might be afraid to ask for help or share their ideas. Instead of feeling safe, they just try to avoid making mistakes.

And here’s the tricky part—stress spreads fast. Even small things start to feel like big problems. But many leaders don’t see how their stress affects everyone around them.

This isn’t about blaming leaders for feeling stressed—leading is a tough job. But it’s important to ask: Is the way I handle stress helping or hurting the people around me?

When you lead with calm, you avoid these hidden problems. You help your team focus, trust each other, and do their best work—even when things are tough. And that can make all the difference.

How to Cultivate Calm as a Leader

Being a leader can feel stressful, but that doesn’t mean you have to be stressed all the time. Let’s look at some simple ways you can stay calm and help your team feel steady, no matter what’s going on.

Here’s the thing: Staying calm doesn’t just happen—it’s a choice you make every day, even when things feel overwhelming.

One of the best things you can do is leave your stress at the door. If you’re having a tough day or feeling frustrated, that’s okay. But your team doesn’t need to carry that weight with you.

This doesn’t mean you should hide your feelings or act like a robot. It just means thinking about how you show up, so your emotions don’t make things harder for everyone else.

If you notice yourself feeling anxious or rushed, take a moment to pause. Even one deep breath can help you feel more in control before you walk into a meeting or conversation.

Another way to stay calm is to set clear boundaries. If you take on too much, it’s easy to feel overwhelmed. Protecting your time helps you handle challenges without feeling stretched too thin.

Being prepared also makes a huge difference. If you think ahead about how you’ll handle tough situations, you’ll feel more in control when they happen.

And don’t forget to give yourself breathing room. A little extra time between meetings or tasks can help you reset and stay steady throughout the day.

Lastly, you don’t have to do it all alone. Whether it’s a mentor, a coach, a coworker, or your team, asking for help can take some of the pressure off your shoulders.

Being a calm leader doesn’t mean you never feel stressed. It just means choosing to manage your emotions so they don’t spread to everyone else.

When you show up steady and focused, it helps your whole team feel the same way. And that’s one of the best ways to lead.

Becoming a Smarter Accountant: Creating My Own Calm in the Midst of Chaos

Sometimes, staying calm isn’t just about being a good leader—it’s about survival. Let me share a story about how I learned to find calm during one of the hardest times of my life.

I’ve worked with leaders who were anything but calm. You know the type—the ones who turn everything into a crisis. It’s exhausting, right?

For a long time, I thought I just had to deal with it. I figured my job was to get my work done, no matter how stressful the environment was. But then, life changed everything when I was diagnosed with cancer in May of 2024.

Suddenly, staying calm wasn’t just about making it through the workday—it was about my health. I needed to take care of myself, and that meant learning how to protect my peace. I made a decision: No matter what was happening around me, I was going to create my own bubble of calm.

The hardest part was setting boundaries. The person I worked for was always rushing, always stressed, and always pulling everyone into their chaos. If I let their energy take over, I knew I wouldn’t stand a chance.

So, I got really clear about what I needed. I calmly told them when I would be available, how I would handle last-minute requests, and what I couldn’t take on. It wasn’t easy, but the more I stood my ground, the more I realized—I could protect my own peace.

And the good news is that it worked. Not only did I stay focused when I was working, but I also had the mental strength I needed to get through one of the toughest times in my life.

But here’s the thing—this isn’t just for big life challenges. It’s for anyone who wants to stay steady in a stressful world.

You don’t have to be a boss to set the tone for your own space. You can decide how you want to show up, what energy you bring, and what energy you allow in. It’s not about controlling everything—it’s about choosing what affects you.

I won’t say it’s always easy. But if I’ve learned anything, it’s that protecting your peace is worth it. It doesn’t just help you do better at work—it helps you feel better in your life.

So, what would it look like for you to create your own bubble of calm? What boundaries could you set? How could you show up differently, even when things feel chaotic?

It’s not about being perfect—it’s about taking small steps toward the peace you deserve.

And speaking of small steps, let’s go over the biggest takeaway from today and an action item you can try this week.

Key Takeaway and Action Item

The most important thing to remember is this: Your energy is one of your most powerful tools. Whether you’re leading a team or just managing your own day, choosing to stay calm—even when things feel chaotic—helps you focus, do your best work, and positively affect everyone around you.

So here’s something to try this week: Ask yourself, “What would it look like for me to bring calm into my day, no matter what’s going on around me?”

This question helps you turn your focus inward. It’s easy to think that staying calm depends on what’s happening around you, but the truth is, it starts with you.

By asking yourself this, you’ll start noticing small ways to bring more calm into your day. Maybe it’s setting a boundary, taking a deep breath before reacting, or deciding not to get pulled into someone else’s stress.

Choosing calm doesn’t mean you’ll never feel stress. It means choosing how to handle it. When you stay calm, everything feels easier. You don’t have to fix everything—just decide how you want to show up.

So, what’s one way you can create calm today? Start there and see how it changes not just your day, but the energy of the people around you.

Well, that’s what I have for you today. Thank you for joining me as I shared why calm leaders create focused teams. I hope you’re walking away with the awareness of how you can create calm in the midst of chaos, whether you’re a leader or not.

As I always say, you’ve worked hard to become an accountant; it’s time to make it easier to be one.

If you’d like to discuss anything you’re currently struggling with, 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.

Have you ever felt like there just aren’t enough hours in the day? You sit down with your to-do list, ready to tackle everything, but somehow the day slips by, and you barely make a dent. It’s like you’re bouncing between emails, calls, and deadlines, and then suddenly it’s 5 PM, and you’re left thinking, “What did I even get done today?”

I totally get it. Between client demands, meetings, and everything you’ve got going on at home, it can feel impossible to keep up. To-do lists might seem like the answer, but let’s be honest—they usually just end up making you feel more scattered and overwhelmed instead of actually productive.

That’s where time blocking comes in. And before you roll your eyes and say, “Oh great, another time management hack,” stick with me for a second.

Time blocking isn’t about packing your day to the brim or scheduling every single minute like you’re some kind of robot. It’s actually about creating a simple, flexible structure that lets you take control of your time instead of feeling like your time is running you.

Think of it like organizing a messy closet. When everything has its place, it’s so much easier to find what you need. It’s the same with your time—when you know where your focus is going, you can actually reduce stress, get the important stuff done, and even make room for things like family time or self-care.

So, if you’re sick of feeling like you’re always behind or just putting out fires all day, it might be time to try something new. Time blocking could be exactly what you need to feel more in control. Let me walk you through how it works.

Why Time Blocking is Worth It

You already know this, but time is your most valuable resource. And as an accountant, there’s always more on your plate than there are hours in the day. Sure, sticky notes and apps can help a little, but let’s be real—they don’t solve the bigger problem.

The real issue isn’t how much you have to do; it’s how you’re managing your time. Being busy doesn’t automatically mean you’re being productive. 

The truth is that you can hustle all day and still not make real progress on what actually matters. That’s where time blocking comes in—it’s not about doing more, it’s about doing the right things at the right time.

Here’s the best part: time blocking gives your brain a much-needed break. Instead of constantly juggling decisions and feeling pulled in a million directions, you plan your day ahead of time so you can focus on one thing at a time.

It’s like setting an appointment with yourself. You wouldn’t skip a meeting with a client, right? Time blocking lets you treat your priorities with the same level of respect.

What’s the payoff? Less stress, more clarity, and the confidence that you’re spending your time on what matters most. Imagine shutting down your computer at the end of the day without guilt, knowing you focused on what truly needed your attention.

Now, time blocking isn’t going to magically erase your workload overnight, but it will give you something even better—control. And when you’re in control of your time, you’re in control of your life.

Let’s break it down together, starting with a look at why your brain is going to love this approach.

The Brain Science Behind Time Blocking

Let’s talk about your brain for a second. It’s kind of funny—your brain doesn’t love change, even when your current habits aren’t working. That’s why something new, like time blocking, can feel uncomfortable at first. It’s just your brain saying, “Hey, what’s going on here? Let’s stick to what we know.”

But here’s the good news: your brain actually loves clarity and structure. When you plan your day ahead of time, your brain can relax. No more guessing what comes next or worrying about what you’re forgetting—you can just focus on one thing at a time without feeling overwhelmed.

Time blocking gives your brain exactly what it needs: a clear roadmap. By assigning tasks to specific time slots, you take the guesswork out of your day. It’s like handing your brain a to-do list that’s already sorted and ready to go.

Even better, time blocking taps into the higher part of your brain—the one responsible for decision-making and planning (I like to call it your “Supervising Parent”). This is where your best thinking happens, and time blocking gives it the room it needs to do its job without distractions.

Basically, time blocking helps your brain work with you, not against you. It takes the chaos of a never-ending to-do list and turns it into something focused and manageable.

Now that you know why your brain is going to love this, let’s dive into how you can start making it work for you.

Prepare Your Foundation

Let’s start simple: this process isn’t all-or-nothing. You don’t have to follow every step perfectly or try to overhaul your entire schedule overnight. Just pick the steps that feel right for you and focus on working smarter, not harder.

Step 1: Sell Yourself on Time Blocking

Before you dive in, take a moment to ask yourself: is the way I’m managing my time actually working? If you’re constantly feeling behind or guilty about unfinished tasks, it might be time to try something new.

Here’s the deal—just commit to giving time blocking a 90-day test run. Remind yourself, “If this doesn’t work, I can always go back to my old way of doing things.” But at least give it a shot. Trust me, you might be surprised at what a difference it makes.

Step 2: Do a Time Audit

For a day or two, jot down what you’re doing every 30 minutes. I know it sounds tedious, but it’s incredibly eye-opening. You’ll start to notice where time is slipping away—like scrolling on your phone, giving in to interruptions, or getting stuck overthinking tasks.

You don’t need to do this all the time—maybe just once a quarter to spot patterns. It’s a great way to figure out when you’re most productive and when distractions tend to creep in.

Step 3: Block Out the Basics

Start by scheduling your non-negotiables—things like your sleep, morning routine, meals, and commute. These are the fixed blocks that form the foundation of your schedule.

One of my non-negotiables that’s on my calendar every week is a Wednesday date night with my husband.  We have been having date nights every Wednesday since we got married 16 years ago and nothing gets to take that time block unless it has to do with the kids or an emergency.

Okay, so once your non-negotiables are in place, now it’s time to look at everything else by prioritizing and planning which I’ll discuss in a second.  Just know this – if it feels like you’re cramming too much in, remember my favorite rule: “The math has to work.” 

If it doesn’t, you either need to do fewer things or spend less time on each task. It’s not about trying to squeeze everything in—it’s about being realistic and intentional.

Prioritize and Plan

It’s so easy to pack your calendar with things that feel urgent but don’t actually make a real difference. These next steps will help you fine-tune your time blocks so you’re focused on what really matters, not just staying busy.

Step 4: The To-Do Download

Start by getting everything out of your head and onto paper—big tasks, small tasks, random thoughts, all of it. Think of it like emptying a cluttered closet before organizing it.

This step clears your mental clutter and frees up your brain to focus on solving problems instead of trying to keep track of everything. You can do this once a week, or even daily if that works better for you.

Step 5: Prioritize What’s Most Important

Here’s the truth: not everything on your list is equally important, even if it feels that way. Take a moment to step back and use your higher brain (what I like to call your “Supervising Parent”) to figure out what’s going to have the biggest impact.

Circle the tasks that truly matter and let the rest take a back seat for now. This helps you break the cycle of overwhelm that happens when your lower brain (the “Toddler”) tries to convince you that everything is urgent.

Step 6: Estimate Time for Each Task

Once you’ve identified your priorities, decide how much time you’re willing to spend on each task. Notice I didn’t say “how long it will take”—you’re the one setting the limits here.

For example, give yourself 30 minutes for emails or 1 hour for a report. This keeps you focused and avoids falling into Parkinson’s Law, where tasks expand to fill the time available. Setting time boundaries is a game-changer for staying productive.

By prioritizing and planning, you’re making sure your time blocks are focused on what truly matters. Now I want to talk about how to put all this onto your calendar and create a schedule that works in real life.

Create Your Schedule

Let’s be real—life doesn’t always go according to plan. You might block out time for focused work, only to have an urgent request or unexpected call throw things off. That’s why building some flexibility into your schedule is key, while still staying intentional with how you use your time.

Step 7: Calendar Your Time Blocks

Take your priorities and map them out on your calendar. Think about when you’re at your best—use your sharpest hours for important work like reports or planning. Save the easier stuff, like answering emails, for when your energy dips.

And as I’ll share in a second, don’t forget to leave small gaps between your blocks. Those little breaks can make all the difference in avoiding burnout from back-to-back tasks.

Step 8: Add Buffer and Overflow Time

Let’s face it, things don’t always go as smoothly as planned. That’s why buffer time is your secret weapon. Leave 15–30 minutes between big tasks to handle delays or surprises without throwing your whole day off track.

At the end of your day, schedule a little overflow time. This is your “just in case” block for anything you didn’t finish earlier. But here’s the catch—don’t rely on it too much. The goal is to stick to your blocks as closely as possible, with overflow as a backup, not a crutch.

By combining thoughtful planning with a little flexibility, you’ll create a schedule that actually works for you, not against you. Next, we’ll talk about how to keep improving your system as you go.

Refine and Reflect

Let’s be honest—no plan is perfect right out of the gate. That’s why it’s so important to make small tweaks along the way. These little adjustments will help you build a system that truly works for you.

Step 9: Clean Up Your To-Do List

Take one last look at your to-do list. Anything you didn’t circle as a priority? It’s probably something you can delegate, delay, or just delete. Don’t overthink it—if it didn’t make the cut, it’s likely not essential.

Now trust your calendar. You’ve already mapped out what really matters, so toss the old list. You don’t need it anymore.

Step 10: Field Notes for Reflection

At the end of each week, take a few minutes to check in with yourself. Ask:

Did I stick to my time blocks? If not, what got in the way?

Did tasks take longer than I expected?

Were there distractions I didn’t account for?

This isn’t about beating yourself up—it’s about getting curious. Use what you notice to tweak your schedule for the next week. Maybe you need to adjust time estimates, add a bit more buffer time, or rearrange tasks to better fit your energy levels.

Learn and Adjust

Time blocking isn’t a one-and-done deal. Each week, those little tweaks you make will get you closer to a schedule that aligns with your goals. Over time, you’ll feel more in control, less rushed, and way less overwhelmed.

The time you spend setting up your schedule is an investment—and trust me, it’s worth it. You’ll save so much time and energy in the long run by working smarter, not harder.

Quick Start: Time Blocking Lite for Beginners

If the idea of diving into the full process feels overwhelming, don’t worry—you don’t have to do it all at once. Start small with what I call Time Blocking Lite, a simpler version to help you ease into the system and see results quickly.

How to Get Started:

Step 1: Do a To-Do Download

Spend 5–10 minutes writing down everything that’s on your mind. Tasks, ideas, random thoughts—just get it all out on paper. This clears up mental clutter and gives you a clearer picture of what’s on your plate.

Step 2: Prioritize What’s Most Important

Look at your list and circle 3–5 tasks that will make the biggest impact. Ask yourself, “What really needs my attention this week?” Don’t worry about tackling everything—just focus on the things that matter most right now.

Step 3: Estimate Time for Each Task

Decide how much time you’re willing to spend on each task. For example, maybe you give yourself 1 hour for a report or 30 minutes for emails. Keep it simple, and don’t overthink it. The goal is to set clear boundaries for your time.

Step 4: Block Out the Basics

Take your priorities and add them to your calendar. Start with your fixed commitments, like meetings or meals, and then add time blocks for your top 3–5 tasks. Make sure to leave a little buffer time between blocks so your schedule feels flexible, not rigid.

The reason this works is that Time Blocking Lite is like dipping your toe into the water—you get the benefits of better focus and productivity without a huge upfront commitment. Once you see how much clarity and control this gives you, you’ll feel ready to take on the full process.

Start small, stay curious, and build as you go. This is all about finding what works best for you!

Becoming a Smarter Accountant: Successfully Using Time Blocking

Let me tell you about one of my coaching clients who used to struggle with managing his time but learned how to successfully use time blocking. He came to me feeling like his workdays were always slipping through his fingers.

His to-do list was endless, and no matter how hard he worked, he could never seem to catch up. Every day felt like a blur—client emails, deadlines, constant interruptions—it all left him completely drained and frustrated by the time he closed his laptop.

When I suggested time blocking, he was skeptical. His days felt so unpredictable that he couldn’t imagine it working. But he was willing to give it a shot, and things started to change.

He began setting specific blocks of time for his tasks instead of reacting to his to-do list. For example, he spent an hour each morning on focused work and saved the afternoon for emails and client requests. Instead of jumping from one thing to another, he had a clear plan for when and how he’d tackle his day.

The results? Honestly, they were amazing. He gained control of his schedule and shaved about 5 hours off his workweek. By focusing on one task at a time, he worked faster, made fewer mistakes, and didn’t have to stay late to finish his projects.

And for the first time in years, he allowed himself to take guilt-free breaks during the day. He felt more productive and less stressed, and by the end of the day, he still had energy left for his family.

For him, time blocking wasn’t just about getting more done—it gave him structure and flexibility, making both his work and personal life feel more manageable. He even told me, “I had no idea how effective this could be until I tried it. I’ll never go back to the way I used to manage my time.”

I’m sharing his story because most of us were never taught how to manage our time—it’s something we’re just expected to figure out. My client was willing to try something new, even though it felt uncomfortable at first, and it completely changed how he works and lives.

The same thing is possible for you too.

Key Takeaway and Action Item

Now let me share the key takeaway for this episode – time blocking is about creating a structure that helps you focus on what matters most. By setting intentional time blocks, you take control of your day instead of letting it control you.

This week ask yourself, “What would my day look like if I decided ahead of time how long I would spend on each task?”

This question helps you shift from a reactive mindset to a proactive one. Instead of letting tasks take over your entire day or running out of time, you’re making intentional decisions about how much time you’re willing to spend. 

It’s about setting boundaries around your time and sticking to them, which is key to getting more done in less time and feeling more in control of your workday.

Well, that’s what I have for you today. Thank you for joining me as we dove into time blocking and how it can transform the way you manage your day. I hope you’re walking away with something useful, whether you apply it at work, at home, or both.

As I always say, you’ve worked hard to become an accountant; it’s time to make it easier to be one.

If you’re feeling like you’re constantly running out of time or just can’t get a handle on everything you need to do, I’m here to help. I offer a free Time Management Audit where we’ll work together to identify exactly what’s getting in your way and how you can start taking back control.

You can sign up for a session by visiting https://thesmarteraccountant.com/time-audit/. Let’s get you on the path to making your days less stressful and more productive.

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.

Before I get started, if you’re gearing up for tax season, make sure you download The NEW Smarter Accountant Tax Season Survival Checklist at https://thesmarteraccountant.com/survival-checklist/.  

With over 30 years of tax seasons under my belt, I know just how challenging this time of year can be. That’s why I created this checklist—to help you stay focused, productive, and in control every step of the way.

Okay, now let’s talk about procrastination.  Just between me and you, how many things have you procrastinated in the past week?

Maybe you’ve been telling yourself, “I’ll get to it tomorrow,” or “I work better under pressure.” And sure, you might pull it off, but at what cost? Suddenly, you’re working late, scrambling to get everything done, and feeling like you’re always a step behind.

Here’s the thing: procrastination isn’t about being lazy or disorganized. Far from it. Some of the most detail-oriented, productive accountants I know struggle with it all the time. 

In fact, it’s one of the most common things I teach in The Smarter Accountant Time Management Program.  The reason it’s so common for accountants is that procrastination is a sneaky little habit that shows up when you’re stressed, overwhelmed, or just don’t feel like dealing with a tough task.

The irony is that procrastination actually creates the stress we’re trying to avoid. It’s like kicking the can down the road, only to find that the can got bigger and heavier by the time you pick it up again.

But here’s what I want you to know: procrastination isn’t some unchangeable flaw. It’s a behavior—a reaction to what’s going on in your mind. And once you understand what’s driving it, you can take control and do something about it.

So, if procrastination has been hanging around in your life a little too often, stick with me. We’re going to dig into why it happens, why it’s so common for accountants, and—more importantly—how you can start to change the pattern.

But to really understand procrastination and why it keeps showing up, we first need to take a closer look at what’s going on in your brain. Let’s dive into that next.

The Brain Science Behind Procrastination

It turns out your brain has some built-in tendencies that make procrastination almost inevitable if you’re not paying attention.

First, let’s talk about something called the Motivational Triad. I’ve mentioned it before on the podcast and in my book “The Smarter Accountant,” but it’s important to understand that your  brain is hardwired to seek pleasure, avoid pain, and conserve energy. Sounds simple, right? 

But here’s the problem: when you’re faced with a task that feels boring, overwhelming, or stressful (like a lot of the work we do as accountants) your brain automatically looks for something easier or more enjoyable to do instead. It’s not trying to sabotage you; it’s just trying to keep things easy and comfortable.

Besides the Motivational Triad creating procrastination, the second issue is perfectionism. If you’re like many accountants, the thought of making a mistake can feel unbearable. Your brain interprets that potential failure as “pain,” so it stalls to avoid the discomfort. This is where procrastination kicks in—it’s a way of delaying that uncomfortable feeling, even if it’s temporary.

Lastly, there’s this sneaky little thing called the mere urgency effect. I’ve also talked about this on the podcast, but it’s the fact that your brain is wired to think that everything is urgent, even when it’s not.   

That’s why you might find yourself spending 20 minutes replying to emails or reorganizing your files instead of tackling the bigger project with a tighter deadline. It’s not that those small tasks really need your attention—they just feel easier to cross off the list, so your brain jumps on them.

The truth is that your brain isn’t trying to work against you. It’s just following its natural instincts.

In other words, there’s nothing wrong with you if you procrastinate, you just want to learn a better way to override the natural tendencies of your brain to not want to do a lot of the work we have to do as accountants.  Once you learn that, you’ll be amazed at how much more productive you can be. 

Now that you know how your brain plays a role in procrastination, let’s talk about the difference between procrastination and avoidance—and why knowing the distinction can be a game-changer.

Understanding Procrastination vs. Avoidance

Let’s clear something up—procrastination and avoidance aren’t the same thing. They might look similar at first, but understanding the difference is key to figuring out how to tackle them.

Procrastination happens when you delay doing something, even though you know it needs to get done. Think of it as that task you keep pushing off until the very last minute, but you still manage to complete it—usually in a frenzy, right before the deadline. 

For example, you might wait until the day before to start reconciling client accounts, telling yourself, “I’ll get to it when I’m really focused.” Eventually, it gets done, but not without some stress and scrambling.

Avoidance, on the other hand, is a different beast. This is when you don’t do the task at all. There’s no “eleventh-hour miracle” here—it just stays undone. Avoidance often sneaks in when there’s no immediate deadline to hold you accountable. 

Think about that performance review you’ve been meaning to schedule with a team member or that client you’ve been avoiding calling because you know it’s going to be an uncomfortable conversation. These tasks just sit there, lingering in the back of your mind, quietly adding to your stress.

The tricky thing about avoidance is that it feels harmless in the moment. There’s no pressure, so it’s easy to tell yourself, “I’ll deal with it later.” But the reality is, avoidance can become a silent productivity killer. 

The longer you ignore those tasks, the more they pile up—and the more anxiety they create. Without that looming deadline to push you into action, they can hang around indefinitely, draining your energy and focus.

For accountants, avoidance can be particularly dangerous. Maybe it’s a project you keep putting off because it feels overwhelming, or a client issue you’d rather not deal with because it’s complicated. 

Unlike procrastination, where you eventually feel the crunch to get things done, avoidance allows the task to stay invisible—until it suddenly isn’t, and you’re faced with bigger consequences.

Without a deadline to push you to get certain things done, you’re most likely avoiding, convincing yourself that you’ll get to it at some point.

Here’s the good news: just being able to spot the difference between procrastination and avoidance is a game-changer. It gives you the power to ask yourself, “Am I putting this off for now, or am I actively avoiding it altogether?” 

Once you know what’s really happening, you can start to address it head-on. And trust me, facing those tasks, even in small steps, feels way better than letting them loom in the background.

Once you can spot whether you’re procrastinating or avoiding, the next step is to understand the feelings that drive those behaviors. Let’s talk about what I call ‘permission-giving feelings.

The Concept Of “Permission-Giving Feelings”

Permission-giving feelings are the emotions that show up and quietly convince you it’s okay to put something off. For example, feelings like stress, overwhelm, confusion, anxiety, frustration, self-doubt, boredom, etc.

If you’ve been procrastinating, I promise you that one or more of these feelings was behind it.

The tricky part is that they feel completely reasonable in the moment, which is why we often don’t even realize they’re derailing us.

Here’s how it works. Let’s say you’ve had a long day, and you’re staring at a complex financial report that needs to get done. You feel overwhelmed—understandably so—and your brain pipes up with, “You’ll tackle this tomorrow when you’re more rested.” Sounds logical, right? 

But what happens? Tomorrow comes, and you’re still staring at the same report. That feeling of overwhelm gave you permission to delay, even though it didn’t magically make the task go away.

Another big one is anxiety. Imagine you’re dealing with a tricky tax situation for a client, and you’re worried about making a mistake. That little voice in your head might say, “I’ll handle this later when I’m feeling more confident.” 

But the longer you wait, the more stressful the task becomes, and the harder it feels to start. The feeling of anxiety that gave you permission to procrastinate ends up creating an even bigger obstacle.

And let’s not forget boredom. Not every task in accounting is thrilling (shocking, I know). When something feels tedious, like entering data into a spreadsheet for the hundredth time, it’s easy to think, “I’ll take a quick break and come back to this later.” 

Before you know it, that “quick break” has turned into scrolling through social media for 30 minutes, and the task is still sitting there, waiting for you.

As accountants, we often face these permission-giving feelings because so much of the work we do involves precision and problem-solving. Tackling big, uncomfortable tasks—like addressing a client’s messy records or starting a complicated audit—can feel overwhelming. It’s no wonder our brain jumps in with excuses to delay.

The thing is, these feelings aren’t bad or wrong. They’re just signals from your brain trying to keep you comfortable. 

But when you recognize them for what they are—temporary emotions, not truths—you can make a different choice. Instead of letting those feelings give you permission to procrastinate, you can acknowledge them and take a small step forward anyway.

So the next time you catch yourself thinking, “I’ll do this later,” take a moment to pause and ask yourself: What feeling is giving me permission to put this off? Awareness is the first step to breaking the pattern—and taking control of your day.

Recognizing these permission-giving feelings is the first step. But what’s next? That’s where my Smarter Accountant Procrastination Framework comes in to help you move forward with clarity and confidence.

The Smarter Accountant Procrastination Framework

Let me introduce you to something I call The Smarter Accountant Procrastination Framework. It’s a simple, three-step process—Awareness, Adjustment, and Action—that can help you tackle procrastination without the stress and overwhelm. 

Think of it as your go-to strategy for getting unstuck and moving forward, one step at a time.

Step 1: Awareness

The first step is Awareness—recognizing what’s really driving your procrastination. This means getting curious about the thoughts and feelings that are holding you back. 

Are you avoiding that client email because you’re anxious about their reaction? Are you putting off starting a big audit because it feels overwhelming? 

Awareness is about pausing and asking yourself, “What’s stopping me right now?” Once you identify the feeling—whether it’s fear, boredom, or perfectionism—you can start to take control.

Step 2: Adjustment

Next comes Adjustment—shifting your thoughts to make the task feel more manageable. For example, instead of thinking, “This project is way too big, and I don’t know where to start,” you could tell yourself, “I can take one small step and go from there.” 

It’s not about tackling the whole mountain at once; it’s about breaking it down into pieces that feel doable. This mindset shift is powerful because it reduces overwhelm and makes it easier to take action.

Step 3: Action

Finally, we get to Action—the part where you actually start moving forward. But here’s the key: you don’t need to do everything at once. Start with the smallest, simplest task. 

Maybe it’s opening the file, reviewing the first set of numbers, or drafting one email. Taking that first step creates momentum, and before you know it, you’re making progress. Momentum is your secret weapon when dealing with procrastination because it builds confidence and keeps you going.

The beauty of this framework is that it’s simple and repeatable. Anytime you catch yourself procrastinating, just walk through these three steps. 

Start with Awareness to identify what’s holding you back, move to Adjustment to reframe your thinking, and then take Action—no matter how small.

Thankfully, procrastination doesn’t have to control your day. With The Smarter Accountant Procrastination Framework, you can take charge, reduce your stress, and get things done—one step at a time.

Now that you know the framework, let me share a real-life example of how one of my clients applied these steps to overcome procrastination—and how it transformed her work and life.

Becoming a Smarter Accountant: Overcoming Procrastination

This client is a senior accountant who felt like she was constantly drowning. Deadlines were always looming, her task list never seemed to shrink, and no matter how hard she worked, she couldn’t shake that “I’m always behind” feeling. She told me she was exhausted, frustrated, and honestly questioning how she could keep going like this.

The thing is, her perfectionism was running the show. She was so afraid of making mistakes that she’d put off starting tasks altogether. And of course, that just led to late nights, missed family time, and a lot of stress. 

We started by getting clear on what was really happening—what I call Awareness. She began to notice how her thoughts, like “If I don’t do this perfectly, I’ll disappoint everyone,” were making everything feel so much harder than it needed to be. Just recognizing that pattern gave her some relief—it’s like she finally understood why she was feeling stuck.

Then we worked on Adjustment. Instead of aiming for perfection, she started to shift her mindset. I had her try thoughts like, “I can just start small,” or, “B+ work is still great work.” 

She said these little changes made a huge difference. Suddenly, the pressure to do everything perfectly started to ease, and she felt lighter, like she could actually take a breath.

Finally, we focused on Action. We broke her big, overwhelming projects into tiny, manageable steps. Instead of staring at her to-do list in panic, she’d pick one simple thing to do—like opening a file or reviewing one section of data. Once she got started, she realized the tasks weren’t as scary as she’d built them up to be and she created momentum.

After just a few weeks, she started finishing her work ahead of deadlines, she felt calmer, and for the first time in years, she was able to reclaim her evenings and weekends. She even told me she felt like herself again—confident, capable, and in control.

I hope her story inspires you because it’s proof that procrastination isn’t a permanent obstacle—it’s a habit that can be broken. You can conquer procrastination when you learn what’s driving it.

Okay, let’s wrap things up with a key takeaway and an action step you can start using today.

Key Takeaway and Action Item

The key takeaway is that procrastination isn’t about laziness—it’s typically your brain reacting to fear, overwhelm, or the need for perfection. By recognizing the emotions driving your procrastination, shifting your thoughts to reduce the pressure, and taking small, manageable actions, you can break the cycle and start moving forward with less stress and more confidence.

The next time you find yourself procrastinating, ask yourself, “What feeling is giving me permission to put this off, and how can I take one small step to move forward despite it?”

This question is designed to help you uncover the root cause of your procrastination. Often, procrastination isn’t just about the task itself—it’s about the emotions you’re experiencing in the moment. 

Maybe it’s fear of getting it wrong, overwhelm at how big the task feels, or boredom because the work seems tedious. By identifying the specific feeling that’s giving you permission to delay, you bring awareness to what’s really holding you back.

The second part of the question—“How can I take one small step to move forward despite it?”—shifts your focus from the emotion to action. It reminds you that you don’t have to fix the entire problem or complete the whole task in one go. Instead, you can take a small, manageable step that feels doable even with the emotion present. 

For example, if anxiety is holding you back from starting a complex project, your small step could be reviewing the instructions or organizing your materials.

This question will empower you to acknowledge your feelings without letting them control your actions. It’s a way to take back control of your time and make progress, even when procrastination is tempting.

Well, that’s what I have for you.  Thank you for joining me as I discussed overcoming procrastination.  I hope you’ve learned something that you can begin to apply, whether it’s at work or at home.

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.

Don’t forget to download The Smarter Accountant Tax Season Survival Checklist.  Here’s what you can expect:   Weekly action steps to keep you organized and on track, tips to avoid burnout and maintain your energy and practical strategies to manage client demands without sacrificing your sanity.

You can download it at https://thesmarteraccountant.com/survival-checklist/

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.

Let’s talk about raising your rates. Does the thought of that make you a little uncomfortable? You’re not alone. Money—it’s such a tricky subject, isn’t it? And asking clients to pay more? That can bring up all kinds of feelings.

But here’s the thing: raising your rates isn’t just about numbers. It’s about acknowledging your worth, valuing the years of experience you’ve built, and respecting the energy you pour into your work every single day.

Think about it. How many times have you worked long hours, handled those last-minute client calls, or solved a major issue, only to realize your rates don’t reflect what you’re really bringing to the table? That’s frustrating, right?

And let’s be real—thoughts like, “What if clients push back?” or “Am I going to come off as greedy?” have probably crossed your mind. That’s totally normal. But here’s the truth: raising your rates is just part of running a sustainable business. Other professionals do it all the time as they grow and gain experience—why not you?

The key to doing this with confidence isn’t just about deciding on a new number; it’s about knowing your value and being able to communicate it in a way that feels honest and fair. When you’re clear on why this matters and you believe in what you do, raising your rates doesn’t feel as scary—it feels empowering.

If this sounds like something you’re ready to tackle, but you’re still feeling a bit hesitant, don’t worry. You’re in the right place. Let’s walk through this together, so this tax season, you can step into your worth with confidence.

Why Raising Your Rates is Essential This Tax Season

So, let me ask you—why not raise your rates? I know, it’s not an easy decision, and it’s definitely not something most of us jump into lightly. But here’s the thing: there are some really good reasons why now might be the perfect time to make that change.

First, let’s clear something up—this isn’t about being greedy. It’s about running a business that makes sense and reflects the value of your time and expertise. Think about it: inflation is hitting everyone, including you. The cost of everything—software, office supplies, you name it—is going up. Your rates need to keep up too, or you’re the one footing the bill.

And let’s not forget client expectations. People want more these days—faster responses, more personalized service, and extra support. If you’re delivering all that (and I’m sure you are), it’s only fair for your rates to reflect the level of service you’re providing.

Then there’s the self-worth piece. I know, it’s a heavy topic, but it matters. When you keep your rates low just to avoid rocking the boat, you’re sending a message—to yourself and to others—that your time and expertise aren’t as valuable as they really are. That’s not the message you want to put out there, is it?

Think about this: if a friend of yours—a contractor, consultant, or anyone else—told you they haven’t raised their rates in five years, despite all the experience and growth they’ve gained, what would you say? You’d probably tell them it’s time to update their prices. So, why shouldn’t the same apply to you?

Here’s another big reason: work-life balance. If you’re juggling too many clients at lower rates, burnout is just around the corner. Raising your rates allows you to work with fewer clients while still earning the same—or even more. That means you can provide better service to your clients and take better care of yourself. Win-win, right?

At the end of the day, raising your rates is about stepping up. It’s about recognizing your growth, the value you bring, and creating a business that works for you, not just everyone else.

But let’s be real—the hardest part isn’t crunching the numbers; it’s dealing with the mindset shifts that come with it. So, let’s dive into that next.

The Mindset Shift Needed to Raise Rates

Raising your rates isn’t just about updating an invoice—it’s about truly believing you’re worth what you’re charging and confidently standing behind that number. Let’s be honest: for most of us, that’s the hardest part.

If you’re like a lot of accountants, you care deeply about your clients. You want them to feel valued, and the thought of raising your rates might make you feel a little guilty. Maybe you’ve had thoughts like, “What if they think I’m being unreasonable?” or “Will they question my loyalty?” If that’s you, take a deep breath—you’re not alone. These feelings are so common in a profession built on relationships and helping others.

But here’s the truth: charging a fair rate doesn’t mean you’re letting your clients down. In fact, it’s the opposite. When you set rates that match the value of your work, you’re respecting not only yourself but also your clients. You’re showing them that you’re serious about delivering high-quality service and that you believe in what you bring to the table. And here’s the best part—clients can sense that confidence. It builds trust and strengthens the relationship.

Think about it this way: if someone walks into a Mercedes Benz dealership and says, “I can’t afford this,” the dealership doesn’t drop the price to match a Toyota Camry. Why? Because they know their value. They’re confident in the quality of their cars and the experience they provide. They trust that the right buyers will see that value.

The same idea applies to your services. Your work isn’t meant to fit every budget—and that’s okay. There are options out there for every price point, and you don’t need to be the “Camry” when you’re delivering Mercedes-level service.

Here’s the mindset shift that makes all the difference: instead of asking yourself, “Am I worth this much?” try asking, “Look at everything I’m offering—how could I not be?” Your experience, the problems you solve, the peace of mind you bring to your clients—it all has real value. When you focus on what you’re offering, it becomes so much easier to believe in your rates.

Now, I get it—another big fear is losing clients. Nobody wants that, especially when you’ve worked so hard to build those relationships. But here’s the thing: clients who truly value your work and trust your expertise are usually happy to pay a fair rate. And for those who aren’t? Sometimes letting go opens up space for clients who are a better fit for where your business is headed.

Raising your rates with confidence isn’t just about money. It’s about recognizing your worth, honoring your experience, and stepping into a place where you feel proud of the value you provide. Sure, it might take some time to get there. But as you shift your mindset and embrace your value, communicating your rates gets easier, and your confidence grows.

And here’s the best part—it’s not just you who benefits. Your clients do, too. When you feel good about what you’re charging, it shows in your work, your energy, and the service you provide.

Now that we’ve tackled the mindset shift, let’s take a look at how your brain plays into making changes like this—especially when it comes to money and self-worth.

The Brain Science Behind Rate Increases and Confidence

If the idea of raising your rates feels scary or uncomfortable, there’s a reason for it—it’s just how your brain works. But here’s the good news: understanding why this happens can help you take control and approach it with more confidence.

Your brain is wired to love familiarity. It craves routine and predictability because, from a survival perspective, that’s what keeps us safe. So, when you decide to raise your rates—a big change—it can feel like a threat to the status quo. Even though you know it’s a smart business decision, your brain might interpret it as risky, and suddenly, sending out that first invoice with your new rates feels downright nerve-wracking.

Then there’s the fear of rejection. This one runs deep. When you raise your rates, there’s always a chance that a client might push back or even walk away. And your brain? It doesn’t like rejection one bit. On a primal level, being rejected used to mean being cast out from a group, which could have serious consequences. Even though that’s not what’s happening here, your brain reacts the same way, making the idea of a client leaving feel much bigger than it really is.

But here’s the thing—once you recognize these automatic responses, you can start to manage them. It all begins with reframing your thoughts. Instead of thinking, “What if this doesn’t go well?” try, “This rate reflects the quality and value of the service I provide.” That simple shift sends a message to your brain that this isn’t a threat—it’s an empowering move forward.

And here’s where practice comes in. Each time you confidently share your new rates, you’re building a habit. Over time, your brain starts to adapt, and what once felt uncomfortable begins to feel natural—even exciting.

It’s important to remember that feeling a little discomfort doesn’t mean you’re doing something wrong. It’s simply your brain adjusting to growth. And each time you push through that hesitation, you’re training your brain to support your decisions and reinforcing your belief in your value.

So, if you’re feeling unsure or hesitant, know that it’s part of the process. You’re stretching, growing, and building the confidence to stand behind your worth. And trust me—this gets easier with time.

Next, let’s tackle how to handle client pushback and why it’s totally normal.

Understanding Client Pushback and Why It’s Normal

Let’s be real—one of the biggest fears about raising your rates is, “What will my clients think?” It’s completely normal to feel that way, especially when you’ve worked hard to build strong relationships. No one wants to risk upsetting their clients or jeopardizing those connections.

But here’s the thing: client pushback doesn’t mean you’re making a mistake. In fact, it’s actually pretty common—and it can even be a great opportunity to reinforce the value you bring.

When you inform a client about a rate increase, you might hear things like, “Why the change?” or “Can we stick to the old rate?” And yeah, those questions can feel a little uncomfortable in the moment. But most of the time, they’re not rejections. They’re just your clients trying to understand your decision. It’s a conversation, not a confrontation.

Here’s a fresh perspective: when clients ask about a rate increase, they’re giving you the perfect opening to highlight the value of your work. It’s your chance to remind them why they chose you in the first place. You can explain the dedication, expertise, and results you bring to the table. Often, that extra clarity is all they need to see the rate increase as fair and reasonable.

Pushback can actually build trust. When you respond with confidence and transparency, it shows your clients that you’ve thought this through and that your rates are about fairness—not just numbers. They’ll see your professionalism and your commitment to providing top-notch service.

Now, let’s be honest—there’s always a chance that a client may resist or even decide to move on. And while that can feel tough, it’s not a failure. Sometimes, letting go of a client who isn’t aligned with your new rates makes room for one who is—a client who truly values your work and is excited to invest in your services.

So, if you’re feeling nervous about pushback, remember that it’s totally normal. More importantly, it’s an opportunity. With a clear and confident approach, these conversations can actually strengthen your relationships and reinforce the worth of what you provide.

The right clients will recognize your value and understand that raising your rates allows you to continue delivering exceptional service. And who knows? These discussions might even deepen your client relationships in ways you didn’t expect.

Next, let’s set some meaningful goals for this rate increase.

Setting Goals for Your Rate Increase

You might be wondering, “Do I really need goals just to raise my rates?” The short answer? Absolutely. Setting clear goals isn’t just helpful—it can make all the difference in how confidently you approach this change.

Raising your rates isn’t just about updating a number. It’s about deciding what kind of business you want to build, the clients you want to work with, and even the life you want for yourself. Goals give you that clarity and sense of purpose, so you can make this decision with intention instead of hesitation.

Start by asking yourself: What do I want to achieve by raising my rates? This isn’t about justifying the decision to anyone else. It’s about having a clear, personal reason for making the change. Maybe you want to reduce your workload, working with fewer clients at higher rates, so you can focus on providing exceptional service. Or maybe you’ve been wanting to invest in better tools, training, or resources to elevate your client experience. Whatever your reasons are, putting them into words can keep you focused, especially if self-doubt starts to creep in.

Another goal worth considering is how this change could improve your work-life balance. Are your current rates forcing you to stretch yourself too thin, juggling too many clients just to make ends meet? Imagine having a more manageable client load while still earning what you need—or even more. A rate increase isn’t just about earning more money; it’s about creating a workload that’s sustainable for you and beneficial for your clients.

And don’t forget to think long-term. Where do you see your business a year from now? Five years from now? Maybe you want to grow steadily, building a client base that truly values your expertise. Or perhaps you’re looking to specialize in a niche area, where your higher rates reflect the advanced skills and results you provide. Connecting your rate increase to your bigger picture can help you stay motivated and see the “why” behind it all.

Setting these goals isn’t just practical—it’s empowering. When you know exactly why you’re raising your rates, it’s so much easier to communicate your decision and stand behind it without hesitation. Your goals serve as a reminder that this isn’t a random or spur-of-the-moment decision. It’s a thoughtful, intentional step toward building the kind of business—and life—you really want.

Take a few minutes to write it down: What does this rate increase mean for my business, my clients, and my overall quality of life? When you’re clear on what you’re working toward, you’ll feel so much more confident about the process. And later, when you look back, you’ll be able to say, “That was one of the best decisions I’ve ever made.”

Now, let me share a story about a client who went through this process and learned how to raise her rates with confidence.

Becoming a Smarter Accountant: Raising Her Rates With Confidence

I’ve worked with so many accounting entrepreneurs who’ve struggled with raising their rates. Let me share the story of one CPA client—it’s a great example of what’s possible when you approach this with the right mindset.

When we first started working together, she was feeling stuck. She’d been running her practice for years, had incredibly loyal clients, and had built strong relationships. But despite all her experience and hard work, she hadn’t adjusted her rates in years.

Every time the thought crossed her mind, doubts would flood in: “What if they think I’m being unreasonable? What if they leave?” She worried that raising her rates might make her clients question her loyalty.

Because of this, she found herself juggling way too many clients, working long hours, and feeling burned out. Her workload was overwhelming, and she was sacrificing her personal life to keep up. Deep down, she knew something had to change, but she didn’t know where to start.

The first thing we worked on was shifting her mindset around her value. We spent time digging into the impact her work had on her clients. She started to see how her expertise and dedication gave them peace of mind—something they couldn’t put a price on. This realization was a game-changer. She finally understood that her rates needed to reflect the quality and value she was providing.

Next, we tackled her client conversations. We practiced responses that felt natural, respectful, and confident. She was nervous at first, but when she started having those conversations, something surprising happened. Most of her clients were supportive. They valued her work enough to invest in her services.

A few clients decided to move on, and while that wasn’t easy, it opened the door for new clients—clients who respected her expertise and were happy to pay her higher rates.

It didn’t take long for the changes to kick in. With a lighter workload and clients who truly valued her, she felt more energized, more focused, and, most importantly, more balanced in her life. She even told me, “This has changed everything.”

I hope her story inspires you. Raising your rates isn’t just about numbers. It’s about honoring your worth, valuing the incredible service you provide, and building a business that works for you as much as it does for your clients.

When you’re clear on your value and confident in communicating it, you’ll start making decisions that bring more balance, energy, and fulfillment into your work.

Now, let’s wrap this up with today’s key takeaway and an action item for the week ahead.

Key Takeaway and Action Item

Here’s the big takeaway from today: Raising your rates is more than just a financial decision—it’s a way to honor your expertise, reflect the quality of the service you provide, and build a sustainable business that supports you and your clients. When you shift your mindset about your value and prepare for those client conversations, setting rates that align with your worth becomes a confident, empowering move.

So here’s your action item for the week: Take a moment to ask yourself, What value do I consistently bring to my clients that should be reflected in my rates?

Think about it—what results do you help your clients achieve? How does your work give them peace of mind? What expertise do you bring to solve challenges they can’t handle on their own? When you focus on the real value you deliver every day, it becomes clear that your rates should reflect that level of service.

This small shift in perspective can be a game-changer. It not only boosts your confidence but also sets you up to communicate your rates with clarity and professionalism.

Take the time to reflect on this—you might be surprised by what you discover. And remember, this is about more than just numbers. It’s about recognizing and owning your worth. 

Well, that’s what I have for you today. Thank you for joining me as I discussed raising your rates with confidence this tax season. I hope you’re walking away with a fresh perspective on what it means to honor your expertise and the value you bring to your clients.

As I always say, you’ve worked hard to become an accountant; it’s time to make it easier to be one.

If you’d like to discuss anything you’re struggling with, you can schedule a free 30-minute call with me at  https://thesmarteraccountant.com/calendar/. 

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.