What No One Ever Taught Us About Pressure

Imagine this: it’s late at night, and you’re staring at your computer, trying to finish one last thing before bed. Your inbox is full, deadlines are piling up, and you keep thinking, “I’ll never catch up.”

As an accountant, pressure can feel like part of the job—deadlines, endless tasks, and always racing against the clock. But pressure doesn’t just stay at work. It follows you home, keeps you up at night, and makes everything feel harder.

What no one teaches us is that pressure isn’t always bad. It can help you get things done, stay focused, and even do your best work. The real problem is when it turns into something overwhelming, making everything feel heavier than it needs to be.

What’s interesting is that pressure feels different for everyone. Two accountants could have the same deadline—one feels motivated, while the other feels completely stuck. That’s because pressure isn’t just about workload or deadlines. It comes from what we believe about them.

And here’s the surprising part—trying to get rid of pressure isn’t always the answer. The key is learning how to use it so it sharpens your focus instead of making you feel stuck.

If pressure has ever made you feel trapped, you’re not alone. But there’s a better way to handle it, and it starts with understanding what’s really happening in your brain.

The Brain Science Behind Pressure

The pressure you feel isn’t really about deadlines, demanding clients, or a full inbox. It’s actually about what’s happening inside your brain.

Before we get into that, here’s a quick tip: when you feel overwhelmed, stop and ask yourself, “What’s one thing I can finish right now?” Focusing on just one task helps you feel less stuck and builds momentum.

Now, here’s why this works. Your brain’s main job is to protect you. When something feels too much or too hard, your brain sounds the alarm. The problem is, it can’t always tell the difference between real danger—like a bear chasing you—and everyday stress, like a last-minute request from a client. To your brain, they’re the same, which is why you feel panicked, your heart races, and clear thinking becomes harder.

Your brain also has a negativity bias. That means it notices problems more than solutions. A small issue—like an email request from a client—can quickly feel like a huge problem.

On top of that, your brain loves patterns. If you often think, “I can’t keep up,” your brain gets used to repeating that thought. The more you think it, the more real it feels, like a path that gets easier to walk the more you use it.

But here’s the good news—your brain can change. It’s called neuroplasticity, and it means you can train your brain to think differently. When you notice pressure-building thoughts, you can shift them. Instead of “This deadline will crush me,” try “I’ve handled deadlines before, and I can handle this one too.”

This small change makes a big difference. The way you think about pressure affects how you feel and react to it. When you learn to manage your brain, pressure stops running your life and becomes something you can use to your advantage.

Now, let’s look at what unhealthy pressure really is and how to know when it’s taking over.

Warning Signs of Unhealthy Pressure

Sometimes, pressure helps you stay on track. But other times, it sneaks up and starts dragging you down. One moment, you’re keeping up, and the next, you feel like you’re drowning. The key is knowing the warning signs before things spiral.

Have you ever been running late even though you hate being late? Or snapping at coworkers or family over small things? These are clues that pressure might be turning unhealthy.

It doesn’t always show up in obvious ways. Maybe you can’t focus, starting tasks but never finishing them because your mind is racing. Or you procrastinate, avoiding important tasks because they feel too overwhelming.

Another sign is constant complaining. We all need to vent sometimes, but if you’re stuck in a cycle of frustration without looking for solutions, unhealthy pressure might be behind it.

Then there’s the physical side. Maybe you’re exhausted but can’t sleep, or your body feels tense—clenching your jaw, feeling a knot in your stomach. Your body gives signals when something’s not right.

It’s easy to brush these signs off and think, “It’s just busy season, or Once this deadline passes, I’ll feel better.” But how often does that actually happen? Usually, another deadline pops up, and the cycle starts all over again.

Noticing these signs is a big step toward breaking that cycle. It’s about being honest with yourself and admitting when pressure is no longer helping but hurting you.

Take a moment to think—are you seeing any of these signs? Maybe you’re more distracted, more irritable, or feeling shut down. If so, you’re not alone. And more importantly, you don’t have to stay stuck.

The good news is, unhealthy pressure isn’t permanent. Once you recognize it, you can shift it into something that works for you, not against you. Now, let’s look at what’s really causing all this pressure.

The Root Cause of Unhealthy Pressure

Ever wake up already feeling overwhelmed, like no matter what you do, it won’t be enough? Like pressure is always there, following you around?

The truth is, it’s not just about your workload. It’s your brain attaching meaning to everything on your plate.

Pressure often starts with one small thought—”I don’t have enough time” or “I can’t afford to mess up.” At first, these thoughts seem harmless, but they pile up quickly, making everything feel heavier.

Your brain isn’t trying to make life harder. It’s just doing what it’s used to. If you’ve been thinking “I need to be perfect” or “I should have everything under control” for years, those thoughts will keep showing up—especially during stressful times.

Over time, this becomes a pattern—a web of shoulds and what-ifs that weigh you down. That’s why you might start your day already feeling behind, before you even check your email. It’s not the work itself that’s overwhelming. It’s the story your brain is telling about it.

And that’s the real cause of unhealthy pressure. It’s not just deadlines or workload. It’s the emotional weight of self-doubt, fear, and perfectionism. That’s what drains your energy.

But here’s the good news: those thoughts aren’t facts. They’re habits, and like any habit, they can be changed.

The first step is noticing them. When you hear yourself thinking, “I can’t do this” or “I’ll never get it right,” pause and ask, “What if that’s not true?” Try shifting it to “I’ll figure it out” or “I’ve done hard things before, and I can handle this too.”

The bottom line is that unhealthy pressure isn’t about what’s happening around you—it’s about what your brain is making it mean. And once you see that, you can start to change it.

Imagine how much lighter life could feel if you let go of some of that weight. It’s possible, and it starts by learning how to switch from unhealthy to healthy pressure, so let’s talk about that now.

How to Switch from Unhealthy to Healthy Pressure

Now that we know where unhealthy pressure comes from, how do we turn it into something helpful? The goal isn’t to get rid of pressure completely—you can’t. Instead, it’s about managing it so it helps you move forward without dragging you down.

Healthy pressure feels different. It gives you focus and momentum without the feeling of overwhelm. It’s the balance between being challenged but not crushed, busy but not burned out. And getting there doesn’t require a major life change—just a few simple shifts.

First, focus on what actually matters. When everything feels urgent, it’s easy to lose sight of what’s important. Ask yourself, “What really needs my attention right now?” Not everything on your list is equally important, and treating it all the same adds unnecessary pressure.

Next, set realistic expectations. You don’t have to do everything, and you don’t have to do it perfectly. Letting go of perfection and aiming for done instead of perfect helps reduce stress while still making progress.

Third, make sure you take breaks. Healthy pressure doesn’t mean working nonstop. Think of it like a marathon—you need time to recharge. Even stepping away for five minutes or making space for something you enjoy can help you manage pressure better.

Fourth, learn how to set and stick to better boundaries. Sometimes the best thing you can do is say no. It’s not about avoiding work—it’s about protecting your time and energy so you can focus on what matters most.

Lastly, stay flexible. Deadlines change, unexpected things happen, and some days don’t go as planned. Instead of getting frustrated, ask yourself, “What’s my next best step?” A flexible mindset keeps pressure from turning into stress.

The bottom line is that shifting from unhealthy to healthy pressure doesn’t require perfect conditions. It’s about small changes that help you stay grounded and focused—even on your busiest days. And the more you practice, the easier it gets.

Becoming a Smarter Accountant: The Game-Changer of Transforming Unhealthy Pressure

I’ve worked with many accountants struggling with pressure, but one client’s story stands out. She felt like she was carrying the weight of the world every day. No matter how much she finished, her to-do list never seemed to shrink.

She woke up anxious, already thinking about everything she had to do. By the time she sat at her desk, she felt defeated before even starting. At night, she couldn’t relax because her mind kept racing about what she didn’t finish.

She was beyond exhausted—physically, mentally, and emotionally. Work was taking over her life. She snapped at her family, then felt awful about it. She told me, “I don’t know how to keep up, but I don’t know how to stop either.”

At first, she thought the only way to feel better was to have less work or quit altogether. But as we talked, she realized the pressure wasn’t just from deadlines—it was from the thoughts she had about them.

She had automatic beliefs like, “If I don’t do this perfectly, I’m failing” or “It’s all on me to make this work.” These thoughts were running in the background, shaping how she felt every day.

Once she saw this, things started to shift. We worked on questioning those thoughts and replacing them with better ones—like, “I’ve handled tough situations before, and I can handle this” as well as the thought, “Doing my best is enough.”

She also became more intentional about her work. Instead of trying to do everything, she focused on what actually mattered and let the rest go. She took guilt-free breaks—something she hadn’t done in years.

The difference was huge. She felt lighter, more in control, and finally like herself again. Even her family noticed. She told me, “I’m not snapping at them like I used to. I actually have the energy to enjoy being with them.”

If pressure is running your life, know that it doesn’t have to be this way. You’re not stuck, and you’re not failing. Sometimes, you just need help seeing things differently—and once you do, everything can change.

Now, let’s go over today’s key takeaway and an action step for the week ahead.

Key Takeaway and Action Item

The key takeaway is that pressure isn’t the problem—it’s how you think about it. When you stop believing the automatic, self-doubting thoughts your brain offers, you can shift from feeling overwhelmed to feeling capable. 

By questioning those thoughts and focusing on what’s within your control, you can turn pressure into a tool for growth instead of a burden.

For this week, ask yourself, “What am I telling myself about this situation, and is it actually true?”

This question helps you pause and reflect on the story your brain is creating about the pressure you’re feeling. Often, the thoughts running through your mind are exaggerations, assumptions, or old patterns that don’t serve you. 

By questioning them, you create space to replace those thoughts with something more helpful—thoughts that empower you instead of dragging you down.

When you ask this question, you’re not just reacting to the pressure; you’re taking control of how you respond. That small shift in perspective can make a huge difference in how you approach your work, your day, and your life. 

It’s the first step toward feeling lighter, calmer, and more in control.

Well, that’s what I have for you today. Thank you for joining me as I shared what no one ever taught us about pressure. I hope you’re walking away with a better understanding of how to handle unhealthy pressure.

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 how to better manage your time or 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.

The Brain Hack Accountants Need to Get More Done in Less Time

Before I get started, let me just mention that if you are a fan of the podcast and haven’t downloaded The Smarter Accountant Podcast Guide, you can simply go to https://thesmarteraccountant.com/podcast-guide/  This guide will help you apply what you’ve learned in the first 50 episodes so that you’re not just listening; you’re taking action.

Once I reach 100 episodes, I’ll be updating the podcast guide, but for now, you’ll have plenty to keep you busy.

What if I told you the biggest factor in your productivity isn’t time, but how you feel while working?

The truth is, stress and overwhelm have a sneaky way of making everything feel urgent and important. Your brain goes into overdrive, convincing you that if you don’t do it all right now, something terrible will happen. And let’s be real, how often does that actually turn out to be true?

The good news is, getting more done in less time isn’t about packing your day with more hours or squeezing in every single task. It’s about learning how to work with your brain and emotions to make your time count.

Think about the last time you felt really focused, motivated, and clear-headed. Did you notice how much you were able to accomplish when you were in that zone? That’s the secret—your feelings are the driving force behind what you get done and how efficiently you do it.

If you’ve ever wished you could find a better way to work without feeling like you’re always running on empty, you’re in the right place. Let’s explore how you can get more done in less time without burning out in the process.

The Power of Productive Emotions

Let me ask you a question—have you ever had a day where everything just clicked? You sat down, got to work, and before you knew it, you’d plowed through your to-do list with ease. Now compare that to a day when you felt scattered, overwhelmed, or frustrated—where even the smallest task felt impossible to finish.

The difference? Your emotions.

Let’s break it down with some real-life examples:

Non-Productive Emotions: Imagine you’re staring at a massive tax return, and your first thought is, This is going to take forever. I don’t even know where to start.” That thought creates overwhelm, which leads to procrastination. Suddenly, instead of working, you’re checking emails, scrolling LinkedIn, or grabbing another cup of coffee.

Productive Emotions: Now, imagine you approach that same tax return with a different mindset—“I know exactly what needs to be done. I’ll take it one section at a time. This creates focus and determination, making it easier to get started and stay engaged.

Or take another example:

Non-Productive Emotion: You get an unexpected email from a client with a last-minute request, and your immediate reaction is, “Ugh, I don’t have time for this. Why do they always wait until the last minute?” That frustration clouds your ability to think clearly, making the task feel more annoying than it really is.

Productive Emotion: Instead, what if you shifted to “Alright, this wasn’t planned, but I’ll handle it efficiently so I can move on.” That small change can help you work through the issue faster, rather than wasting time feeling frustrated.

The bottom line is that emotions dictate how efficiently you work. If you’re stuck in feelings like stress, frustration, or doubt, your productivity plummets. But when you tap into emotions like confidence, focus, and motivation, your efficiency skyrockets.

Now that you see the power of productive emotions, let’s talk about the brain science behind productivity and emotions.  

The Brain Science Behind Productivity and Emotions

Here’s something that might surprise you: your brain has a lot to say about how productive you are, and it all comes down to how it reacts to your emotions. Understanding this can make all the difference when it comes to getting more done in less time.

Think about this—when you’re stressed or overwhelmed, does it ever feel like your brain just shuts down? You can’t think clearly, and even the simplest tasks feel impossible. That’s not your imagination; it’s your brain doing exactly what it’s wired to do under pressure.

Your brain operates in two distinct “modes” that I like to call the Supervising Parent and the Toddler. Think about the Supervising Parent as the wise, steady voice in your head—it’s the part of your brain that plans ahead, makes decisions, and keeps you focused on the bigger picture.

Now let’s talk about the Toddler. The Toddler brain has one job: react to whatever feels most pressing in the moment. It doesn’t care about long-term consequences or whether the task you’re tackling is actually important. Its motto is “If it’s loud and shiny, it must need attention right now!”

Imagine trying to meet a tight deadline, and instead of calmly prioritizing tasks, you’re running around like a toddler in a toy store, grabbing whatever catches your eye. That’s what happens when you’re overwhelmed—your Toddler brain hijacks your focus, pulling you toward what feels urgent, not what’s impactful.

The good news is that like a patient parent guiding a toddler, you can bring your Supervising Parent back into the driver’s seat. The secret is managing your emotions—when you intentionally create feelings like calm or determination, it’s like giving your Supervising Parent the green light to step in, quiet the Toddler, and focus on what truly matters.

When you intentionally create feelings like focus, determination, or calm, you not only give your Supervising Parent the green light to take charge—you also reduce decision fatigue, handle tasks more efficiently, and end your day with a sense of accomplishment rather than burnout.

This isn’t about being “zen” all the time or ignoring your stress. It’s about recognizing what’s happening in your brain and choosing to respond in a way that keeps you moving forward. 

Even something as simple as taking a deep breath and reminding yourself, “I can handle this,” can help shift your brain back into problem-solving mode.

Another thing to know is that your brain loves rewards. When you set a clear goal and break it into smaller steps, every little win gives your brain a hit of dopamine—the feel-good chemical that motivates you to keep going. 

The more you work with your brain, instead of against it, the easier it gets to stay productive without burning out. It’s not about forcing yourself to power through; it’s about giving your brain the right environment and emotional fuel to get more done in less time.

So, the next time you’re feeling stuck, think about what’s really going on upstairs. Your brain wants to help you succeed—it just needs a little guidance.

How to Tap Into Productive Emotions to Get More Done In Less Time

Now that we’ve seen how emotions impact productivity, let’s talk about how to intentionally create the emotions that help you get more done. You don’t have to wait for motivation to show up—you can generate it on purpose.

Here’s how:

1. Decide how you want to feel before you start working.
Before you jump into a task, ask yourself, “How do I want to feel while working on this?” Do you want to feel focused, determined, or confident? Identifying the desired emotion helps you set the tone.

2. Choose a thought that creates that feeling.
Your emotions come from your thoughts, so if you want to feel focused, you need a thought that supports that feeling.

Instead of “I have way too much to do,” try “I’ll start with one thing and build momentum.”

Instead of “This is overwhelming,” try “I know exactly what to do next.”

Small shifts in thinking create huge shifts in productivity.

3. Use small wins to build momentum.
If you’re struggling to get started, pick one simple task and complete it. Your brain loves the feeling of progress—each completed task releases dopamine, which keeps you motivated.

4. Set up your environment for success.
Your workspace affects your emotions more than you think. Minimize distractions—silence notifications, close extra tabs, and create a focused workspace to make it easier to stay in a productive mindset.

5. Acknowledge your progress.
Productivity isn’t just about checking off tasks—it’s about recognizing what you did accomplish. Instead of thinking about what’s still left to do, take a moment to acknowledge, “I made progress today.” That small boost keeps your productive emotions going.

By using these steps, you’ll stop relying on fleeting motivation and instead create the emotions that make your workday smoother and more efficient.

Becoming a Smarter Accountant: My Experience With Getting More Done In Less Time

As I have shared on the podcast, I was diagnosed with stage 4 endometrial cancer back in June and when I was going through chemo for 6 months, I had every reason to slow down or even stop altogether. Between the physical exhaustion and the emotional weight of it all, it would have been easy to say, “I just can’t do this right now.” 

But I didn’t. In fact, I managed to get more done in less time during that season of my life than I ever thought possible.  Not only did I get my accounting work done in less time, but I also ran my coaching business and created two podcast episodes every week.

It wasn’t because I had superhuman energy or some magical time-management hack. It was because I knew how to manage my emotions and my focus, even when life threw the hardest curveball imaginable.

For months, my schedule revolved around doctor’s appointments, treatments, and recovery days. On paper, there was no room to keep up with my work, let alone finish everything two weeks ahead of the extended tax deadline. But I did.

How? It came down to one thing: being intentional about how I wanted to feel while I worked. I knew that stress and overwhelm weren’t going to serve me, so I chose to focus on emotions that would. 

Focused, motivated, determined, and calm became my go-to feelings, and I made a conscious effort to create them every single day.

Here’s an example. On the days when my energy was low, I didn’t tell myself, “This is too hard; I’ll never get through it.” Instead, I reminded myself, “I have a plan, and I’ll do what I can with the time and energy I have.” That shift in thinking gave me the focus I needed to take small, steady steps without getting bogged down by everything else.

I also got really clear about what mattered most. I stopped trying to do everything and prioritized what was truly important—both in my work and in my personal life. I learned to let go of the “busywork” and instead focus on the high-impact tasks that would move the needle.

Even my environment played a role. Working from home during chemo allowed me to eliminate distractions and protect my time in a way that wasn’t possible before. I created a space where I could focus and get into the right emotional state, even on the toughest days.

Looking back, I realize that season of my life taught me more about being a Smarter Accountant than any other time in my career. It reinforced that productivity isn’t about pushing harder or working longer hours. It’s about managing your mind, your emotions, and your priorities in a way that works for you—even when life feels overwhelming.

If I could do it while going through chemo, I know you can do it too. It’s not about being perfect; it’s about being intentional. And that’s a lesson I’ll carry with me forever.

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

Key Takeaway and Action Item

The key takeaway is that getting more done in less time isn’t about working harder or adding more hours to your day. It’s about managing your emotions and your mind so you can focus on what truly matters. 

When you tap into productive emotions, you create the clarity, determination, and energy you need to accomplish more in less time. Instead of feeling like you’re spinning your wheels and always behind, you’ll start to feel in control of your workload and even have more time to focus on the things you truly enjoy.

For this week, ask yourself, “What emotions are driving the way I work right now and are they helpful or useful?”  This question helps you pause and reflect on the connection between how you feel and how you’re showing up. 

If stress, overwhelm, or frustration are running the show, your actions will reflect that, and you’ll struggle to make progress. But when you intentionally create emotions like focus, confidence, or calm, you set yourself up for success. 

I promise, it’s a small shift that can lead to massive results in your productivity and overall well-being.

The bottom line is that your emotions are one of the most powerful tools you have for getting more done in less time. When you take the time to manage how you feel, you’ll find it easier to focus, prioritize, and make meaningful progress. 

Remember, productivity isn’t about doing everything—it’s about doing the right things with the right mindset. The next time you feel stuck, ask yourself how you want to feel and start there. 

You’ll be amazed at what you can accomplish when you let your emotions work for you, not against you—it’s like unlocking a secret superpower you’ve had all along.

Well, that’s what I have for you today. Thank you for joining me as I shared how to get more done in less time. I hope you’re walking away with the awareness of how you can start getting more done in less time, no matter what’s going on.

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 how to better manage your time or 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.

The Surprising Reason Why Calm Leaders Create Focused Teams

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.

What My Recent Cancer Diagnosis Can Teach YOU About Being a Smarter Accountant

(Note: If you or someone you know is dealing with a diagnosis, or if you are supporting someone who is going through a health issue, I have written a short article titled “Cancer Is a C – The Tool That’s Helping Me Deal With My Cancer Diagnosis and Treatment”  You can download it at https://thesmarteraccountant.com/cancer/)

When life throws something big at you, it changes everything, doesn’t it? As I’ve shared before on the podcast, that “something big” was a recent cancer diagnosis, and let me tell you—it completely flipped my world upside down.

In May of 2024 I was told I had stage 4 endometrial cancer.  To say it came as a complete shock is an understatement.

But it also made me stop and really think about how I was living, working, and spending my time. And what I learned during that time has changed everything about how I approach life and work.

Let me ask you, have you ever felt like you’re just trying to keep up, juggling a million things at once, wondering how much more you can handle? Maybe it’s a crazy time at work, a personal challenge, or just the daily grind of feeling like there’s never enough time to do it all.

But what if those overwhelming moments weren’t just struggles? What if they were actually trying to show you a better way to handle everything?

The thing was, during chemo, I couldn’t just “power through” like I’d always done before. My body forced me to slow down, and I had to figure out how to still get everything done.  

I’m a CPA working for a firm, but I’m also the CEO of my coaching business, The Smarter Accountant and I help support another company called CPA MOMS.  I not only had my accounting work to do, but I had to run my coaching business, coach my clients, and create and host 2 separate podcasts a week.

But once I was told I’d be having 6 months of chemotherapy, it made me realize how often we tell ourselves that working harder or longer is the solution. But does that actually work, or does it just leave us completely drained and frustrated?

What if the real key isn’t doing more but learning how to approach things differently? What if the thing that I’ve been applying for over a decade, wrote a book about, and have been teaching my coaching clients, how to manage your mind, was THE thing that unlocked everything else?

I can tell you this – at no other time was it more apparent to me that what I teach my coaching clients is life-changing.  If it wasn’t for everything I’ve been working on the past 10 years and everything I discuss on this podcast, I would have never handled my recent cancer diagnosis as well as I did.

So, if you’re feeling like you’re constantly behind, spinning your wheels, trying to keep up, and it feels like no matter how hard you try, there’s always more waiting for you, I get it.

But what if there’s a smarter way? A way to get more done without completely running yourself into the ground?

For me, I didn’t want to use my health issue as an excuse to not do my best.  I remember telling myself that once I was done with chemo and the dust settled, I didn’t want to have to crawl my way back and have to rebuild the foundation I’d already worked so hard to build.  I wanted to let this unexpected event be a way for me to become an even Smarter Accountant.  

So, if you’ve ever wondered if there’s a way to break out of the unhelpful cycle you’re probably in and actually feel in control of your life, I’m here to tell you that there is a better way, and I want to share what I’ve learned with you.

The truth is that you don’t have to have a scary diagnosis to apply what I’m going to share today, but I promise you, there are things my recent cancer diagnosis will teach you about becoming a Smarter Accountant.

Lesson 1: Time Is Your Most Valuable Resource

If there’s one thing chemo taught me, it’s that time is more valuable than we realize, not only in the proverbial sense of “time is precious” but in the sense of being able to get my accounting work and everything else I had to get done. 

When I lost at least two workdays every chemo cycle, I had no choice but to figure out how to make the rest of my time count.

And here’s what I learned in a big way –  that being productive isn’t about cramming more into your day. It’s about focusing on what actually matters and letting the rest go.

For me, that meant time blocking and deciding in advance how I was going to use my limited work hours. I had to be ruthless about priorities—what was truly worth my energy, and what wasn’t.

Honestly, by applying everything I teach my Smarter Accountant time management coaching clients, I was able to be much more intentional about how I spent my time and energy.

So, the question is – how are you spending your time right now? Are you focusing on what’s important, or just reacting to whatever feels urgent?

The truth is that time isn’t something you can get more of, but you can make the most of what you have. And it all starts with looking at how you’re spending it and deciding what really deserves your attention.

When you treat time like the precious resource it is, everything changes. You don’t feel so overwhelmed, because you’re focusing on what truly matters.

And the best part is that you don’t have to wait for a major life event to start using your time differently. You can start today, right now, by asking yourself: What’s the most important thing I can do with my time this week?

Lesson 2: Health Is the Foundation for Productivity

If there’s one thing we accountants are great at, it’s pushing through when things get tough. But when I was going through chemo, “pushing through” wasn’t an option. My body forced me to rest whether I wanted to or not.

So, be honest – have you ever ignored your body because you thought you didn’t have time to slow down? I used to do that all the time, but chemo showed me that taking care of myself wasn’t optional—it was essential.

Here’s what I realized: if your health breaks down, nothing else matters. You can’t do great work, be there for your family, or enjoy life if you’re constantly running on empty.

During treatment, I had to prioritize rest and recovery on chemo days and the days after. It wasn’t negotiable. 

In fact, my home office is upstairs in my house and I had to be really smart about conserving my energy.  For example, things like going up and down the stairs weren’t possible when I was feeling weak, so I needed to give myself permission to go across the hallway and lay down for 15 minutes.

And you know what? The world didn’t fall apart when I took that time to care for myself.

Think about it – how often do we put everything else ahead of our health? We tell ourselves, “I’ll take a break when I’m less busy,” but that moment never comes. What if taking care of yourself actually made you better at your job?

When I started making my health a priority, I noticed something incredible. I wasn’t just surviving; I was more focused, clear-headed, and productive during the time I did have to work.

I remember laughing with my husband and telling him that cancer may have made me a better accountant because even though I was incredibly productive before, having cancer made me so much more laser-focused on what was important and what wasn’t.

The thing is, your health isn’t just about your personal life—it’s the foundation of your professional success, too. You can’t show up as your best self if you’re running on fumes.

So, what’s one small thing you can do today to take care of yourself? Maybe it’s taking a real lunch break, going to bed earlier, or even just stepping outside for a few minutes to breathe.

Your work will always be there, but your health needs attention now. Trust me, when you prioritize your well-being, everything else will start to fall into place.

Lesson 3: Time Management Starts with Mind Management

Here’s something I was reminded of in a big way: if your mind is all over the place, your time will be, too. During chemo, I couldn’t afford to waste energy on stress or overwhelm, so I had to get very intentional about how I managed my thoughts.

This is something that I discuss in the article that I mentioned earlier “Cancer Is a C – The Tool That’s Helping Me Deal With My Cancer Diagnosis and Treatment.”

So the question for you is, have you ever felt so stressed about everything you have to do that you can’t even figure out where to start? That used to happen to me all the time. But I realized that my thoughts about my workload were making it feel way heavier than it really was.

For example, when I caught myself thinking, “There’s no way I can get all this done,” I’d stop and ask, “What’s the most important thing I can do right now?” Just shifting that one thought helped me calm down and take action.

The truth is, our brains love to go into overdrive when there are things that need to be done. But here’s the thing: stress doesn’t come from the work itself. It comes from how we think about the work that needs to be done.

So, what are you telling yourself about your workload? Are you making it feel bigger and scarier than it needs to be? Or are you choosing thoughts that help you stay focused and productive?

When I was intentional about managing my mind, I noticed everything else became easier. I wasn’t wasting time spinning in overwhelm or second-guessing myself. I just got to work on what mattered.

The thing that no one else teaches accountants about time management is that it isn’t about calendars and to-do lists—it starts with what’s happening in your head. When you manage your mind, you can manage your time so much more effectively.

So the next time you’re feeling stuck, try this: stop, take a deep breath, and ask yourself, “What feeling would be helpful right now and what’s one thought that will create that feeling?” It’s amazing how much lighter everything feels when you take control of your thoughts.

The bottom line is that your mind is the most powerful time management tool you have. Use it well, and you’ll be amazed at what you can accomplish.

Lesson 4: Smarter Doesn’t Mean Harder

If there’s one myth we all need to let go of, it’s the idea that success comes from working harder and longer. During chemo, I had to work smarter because I simply didn’t have the energy or hours to spare—and guess what? I still got everything done.

In fact, I was done with the 9/15 and 10/15 deadlines 2 weeks early while also running my coaching business, coaching my clients, and creating and hosting 2 podcasts a week.

How is that humanly possible?  Because chemo forced me to see the truth: working harder isn’t the answer—it’s working smarter that makes the difference.

For me, working smarter meant focusing only on high-priority tasks, letting go of the rest, and not allowing negative people to drain my energy. I couldn’t waste time on people and things that didn’t matter, and honestly, most of us spend way too much time on things that don’t really move the needle.

Think about it: how much of your day is spent on things you “should” do versus what’s actually important? How easy is it to get things done when you or others are complaining or being negative?  What if you stopped trying to do it all and focused on doing what matters most?

Another important thing was setting and sticking to boundaries around my time and energy. If something didn’t fit into the hours I had, it had to wait. It was a little uncomfortable at first, but the freedom and focus it gave me were worth it.

Let me ask you this: how often do you let other people’s priorities or distractions derail your own plans? Working smarter means protecting your time like it’s one of your most valuable resources—because it is.

It’s not about doing more; it’s about doing better. And when you do that, you’ll realize you don’t need more hours in the day—you just need to use the ones you have more intentionally.

So, what’s one way you can start working smarter today? Maybe it’s saying no to a task that doesn’t matter or blocking off time for your most important work. Whatever it is, I promise it’ll feel like a weight has been lifted.

Success isn’t about how much you do. It’s about how well you do what truly matters. And when you start working smarter, everything gets a whole lot easier.

Lesson 5: Gratitude Changes Everything

When life gets hard, it’s so easy to focus on everything that’s going wrong. During chemo, I had plenty of reasons to feel frustrated or overwhelmed, but one of the most powerful things I did was focus on what I could be grateful for instead.

I never said, “Why is this happening to me?”  Instead, every day I focused on 3 things to be grateful for from the day before.

For me, it was the little things—support from my family, finishing a tough day of work, or even just the fact that I had a good cup of coffee that morning. Those small moments of gratitude helped me stay grounded when everything else felt so heavy.

Here’s the thing – gratitude doesn’t mean ignoring the hard stuff. It means giving your brain a break from all the stress and remembering that not everything is terrible, even when life feels overwhelming.

Have you ever ended a long day and thought, “Nothing went right today”? What if, instead, you asked yourself, “What did go well today, no matter how small?” You might be surprised at how that shifts your perspective.

When you focus on what’s good, it changes how you show up. You feel calmer, more present, and better able to handle whatever’s in front of you. Gratitude doesn’t just make you feel better—it helps you work better, too.

Believe me, I could have focused on a lot of things that were scary and upsetting, but none of that would have been helpful for me mentally or physically.  When I focused on things I was grateful for, despite what I was going through medically, I began to see even more things that brought me a feeling of gratitude.

So how can you bring more gratitude into your day? It can be as simple as writing down three things you’re thankful for before bed or pausing during the day to appreciate a small win.

It doesn’t have to be big or fancy—it just has to be consistent. Gratitude is like a muscle: the more you practice it, the stronger it gets.

When you make gratitude a habit, you’ll start to notice something amazing. The hard stuff doesn’t feel quite so heavy, and the good stuff feels even sweeter. It’s one of the simplest ways to make a big difference in your life.

Trust me, gratitude changes everything. And the best part is that you can start right now. What’s one thing you’re grateful for today?

You’ll be amazed at how stressful situations can become more manageable when you’re focused on gratitude.

Becoming a Smarter Accountant: Where I’m At Now

If there’s one thing I hope you take away from this, it’s that you don’t need cancer or a health diagnosis to teach you that there’s always a smarter way to approach your life and work. Whether it’s how you manage your time, protect your health, shift your mindset, or focus on gratitude, small changes can make a huge difference.

As of today, I’m happy to report that my most recent PET scan showed that I went from stage 4 endometrial cancer to being cancer free! It’s been a tough journey and I am far from out of the woods, but it taught me something I believe applies to all of us: we’re capable of doing hard things when we focus on what matters most.

During these six months, I learned that it’s not about doing everything perfectly or working harder—it’s about managing your time, energy, and mindset in a way that helps you stay resilient. And resilience isn’t just about surviving; it’s about thriving even when life gets tough.

Once I was done with chemo, I got the word “Brave” tattooed on my wrist as a reminder of the strength I found when I needed it most. And here’s what I want you to know: that same strength is within you. Whether it’s a personal challenge or a tough season at work, you’re capable of finding a way through when you focus on what truly matters.

Think about the lessons I talked about: treating time as your most valuable asset, making your health a priority, managing your mind to manage everything else, working smarter instead of harder, and practicing gratitude to stay grounded. Which one of those speaks to you the most right now?

You don’t have to tackle everything all at once. Just pick one thing to focus on—one small shift you can make today—and see how it changes the way you feel and work.

You have everything you need to start working smarter, not harder. The question is: what’s the first step you’re going to take?

If there’s any episode of this podcast that I hope you take action on, let this be the one.

Speaking of taking action, 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 is that the way you approach your time, health, and mindset can completely change how you handle challenges and achieve success. It’s not about doing more—it’s about doing what truly matters in a way that supports your well-being and helps you thrive.

For this week, ask yourself, “What’s one small change I can make today to work smarter, not harder?”  This question helps you focus on action instead of overwhelm. It’s not about overhauling everything at once but finding one manageable thing you can do differently. 

Maybe it’s setting boundaries around your time, prioritizing your health, or simply shifting a stressful thought into a more productive one. Small changes add up, and even one step forward can start a ripple effect that makes everything feel easier.

The bottom line is that you don’t have to wait for a big wake-up call to start making your life and work more sustainable. Choose one thing to focus on today, and see how it helps you feel more in control and more at ease. 

The journey to becoming a Smarter Accountant starts with just one small, intentional step—and that step can happen right now.

Well, that’s what I have for you today. Thank you for joining me as I shared what my recent cancer diagnosis can teach YOU about being a Smarter Accountant. I hope you’re walking away with some inspiration that can help you have a more sustainable accounting career.

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.

A Fool-Proof Time Blocking Process for Accountants

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.

Everything You Need To Know About Conquering Procrastination

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.

Raising Your Rates With Confidence This Tax Season

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.

The Accountant’s Playbook for Handling Difficult Conversations

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.

The Brain Science Behind “The Smarter Year Framework”

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.

Changing The Narrative In The Accounting Profession

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.