Category: Podcast

Before I get started I wanted to give you an update on my health.  I just had a lovely woman sign up for a consultation call and at the end she asked how I was doing.  I realized that I probably haven’t updated you all on my health in awhile.

Well, I am still having chemo and immunotherapy treatments.  A few CT scans ago showed that my cancer had decreased quite a lot and my last CT scan showed that things are “stable.”  

The funny thing is that the word stable wasn’t as exciting to my brain as it was to everyone close to me.  I realized that what my brain was making the word “stable” mean was “no forward progress” instead of making it mean good news.

Thankfully, I apply what I teach my coaching clients every day so I was able to see how being stable is very good news.  I’ve been working on rewiring my brain to see cancer in a neutral way and to live in a more positive way.

Here’s what I tell myself everyday: Today I celebrate stable; stable means strong; stable means time; stable means my body is still fighting and winning quietly.

Okay, let’s get started with this week’s show.  Have you ever had one of those days where you’re so busy, but later you can’t even remember what you actually did?

You’re rushing from one thing to the next, answering emails, going to meetings, crossing stuff off your list—and still, it feels like something’s off.

It’s almost like the day happened to you, instead of you being in charge of it.

That used to happen to me all the time. I would sit down to work and suddenly it was dinner time, and I’d wonder where the hours went.

It wasn’t that I wasn’t working. I was always working.  But deep down, I felt like I was missing something.

At first, I thought I just needed a better calendar or a new system. Maybe if I planned better or worked harder, the day would feel more manageable.

But the more I tried to fix it with planning and doing, the more tired I felt.

I started to realize that maybe the problem wasn’t my schedule. Maybe the problem was that I wasn’t really paying attention to me.

Most of us don’t think about how we feel during the day. We just get up and go.

We do what needs to get done, handle what’s urgent, and try to squeeze in everything else in between.

But our days aren’t just made up of what we do. They’re also made up of how we feel while we’re doing it.

That’s the part a lot of accountants forget. And it’s the part that changes everything once you start noticing it.

We don’t need more motivation or a better to-do list. We need a better connection to ourselves.

I promise you, just a few seconds of awareness during the day can shift everything—from how we work to how we treat the people around us.

It might sound too simple to matter. But small things can have a big impact, especially when we’re not used to slowing down.

The truth is, your feelings are always with you. Whether you stop to notice them or not, they’re still there.

And more importantly, they’re driving everything you do and everything you don’t do.  They are in charge of your day more than anything else.

So the question then is, what if checking in with how you feel isn’t just a nice idea—but the missing piece to having more control in your day?

Let’s talk about what that check-in really means—and why it might be the most important thing you do all day.

Why Ignoring Your Feelings Is Hurting Your Productivity as an Accountant

For most accountants, the day is all about getting things done.

There’s always a deadline, a meeting, a client email, or a report waiting. So it makes sense that you just keep moving.

You start the day with a list and try your best to power through it.  But here’s the problem—somewhere along the way, you stop paying attention to yourself.

You don’t stop to ask, “How am I doing right now?” or “What’s going on with me emotionally?”

And when that happens, you start operating on autopilot.  You may not even notice if you’re feeling frustrated, anxious, overwhelmed, or discouraged.

But those feelings are still there, quietly running in the background.  And whether you’re aware of them or not, they’re affecting everything you do.

I’ve discussed this fact in my book, The Smarter Accountant, but our feelings drive our actions, inaction, and reactions.  In other words, everything you do, everything you don’t do, and how you react is 100% because of a feeling.

For example, feelings shape how you respond to emails, how you show up in meetings, and how much focus you bring to your work.

When you’re disconnected from your emotional state, it’s like driving with a foggy windshield. You can still move forward, but you’re not really seeing clearly.

The truth is, most accountants are so focused on doing the next thing, they forget to check in with themselves along the way.  And that lack of awareness can lead to actions and decisions that don’t really serve you.

You end up reacting instead of responding. Rushing instead of thinking. Avoiding instead of addressing.  It’s not about blaming yourself—it’s about understanding the real issue.

When you don’t know how you feel, you can’t see how much your feelings are steering the wheel.

Now let’s look at why this becomes such a big problem for your productivity.

The Hidden Link Between Your Feelings and Your Productivity

Most accountants try to push through the day with willpower.  You might think, “I just need to focus,” or “I don’t have time to deal with how I feel right now.”

But here’s the truth—your feelings are in charge of what you do, whether you’re aware of them or not.

If you’re feeling stressed, your brain might push you to avoid the task that’s stressing you out.

If you’re feeling frustrated, you might respond sharply in an email or rush through something important.

If you’re feeling anxious, you might keep checking your inbox over and over, trying to feel in control.

These reactions aren’t random. They’re emotional habits.  And when you don’t notice how you feel, those habits start to run your day without you realizing it.

The problem is, most accountants blame the task or the circumstance for how they feel. They think it’s the deadline, or the client, or the meeting, or the time of year.

But it’s actually the emotion behind the action that’s creating the trouble.

This is why so many accountants end the day feeling burned out, distracted, or frustrated—without understanding why.  They’re trying to fix the wrong thing.

Until you understand what’s driving your actions, you’ll stay stuck in the same loop, and negatively affect your productivity.  The truth is, your brain is wired to repeat what feels familiar, even if it’s not helpful.

That’s why awareness is so powerful—and why ignoring how you feel keeps you in patterns you don’t want.

So how do you change that pattern? The first step is understanding what’s going on in your brain.

How a Simple Daily Check-In Rewires Your Brain for Better Focus

Your brain is always working behind the scenes, guiding what you do—whether you notice it or not.

And it has two very different systems doing that job.

There’s the part of your brain that’s fast, emotional, and reactive. I call this your Toddler Brain. It wants comfort and quick relief. It doesn’t care about long-term goals. It just wants to feel better now.

Then there’s the part of your brain that’s slower, calmer, and more thoughtful. That’s your Supervising Parent Brain—also known as your prefrontal cortex. This is the part of your brain that helps you focus, plan, and make smart decisions.

When you go through your day without checking in on how you feel, your Toddler Brain stays in charge.

It will guide you to avoid hard tasks, say yes when you don’t mean to, or scroll through email when you really need to concentrate.

But when you stop—even for just a few seconds—and ask, “How do I feel right now?”, something changes.

That moment of awareness flips a mental switch. You shift from reacting to responding. You stop running on autopilot.  And most importantly, you give your higher brain a chance to take back the wheel.

Why does this matter?

Because everything you do—every email you send, every conversation you have, every decision you make, everything you avoid—is powered by how you feel.  And how you feel is always coming from something you’re thinking, whether you realize it or not.

The daily check-in gives you access to that connection. It helps you see what’s going on before it turns into overwhelm, avoidance, or burnout.

That’s what Smarter Accountants do differently. They don’t just push through. They understand what’s happening in their brain—and that’s why they get better results.

The bottom line is that recognizing that you’re not feeling a productive emotion is a powerful first step—but it’s only the beginning. The real shift happens when you learn how to generate a feeling that does help you focus, follow through, or lead your day more intentionally. 

That’s what I work on with my coaching clients one-on-one, and honestly, it’s a game changer. It’s not about forcing yourself to feel something fake—it’s about learning how to use your brain in a way that finally works for you, not against you.

Now that you understand what’s happening behind the scenes, let’s look at how one of my clients used this check-in to completely change her workday.

Becoming a Smarter Accountant: Using The Daily Check-In Successfully 

Not too long ago, one of my coaching clients came to me feeling completely worn out.  She told me that even though she was working nonstop, she still felt behind every single day.

Her calendar was packed, her inbox was overflowing, and she was jumping from one thing to the next.  No matter how early she started or how late she worked, it never felt like enough.

She wasn’t lazy or disorganized—she just couldn’t figure out why she was always so drained.  It felt like her day was controlling her, instead of the other way around.

When we started working together, I asked her to try something small.  I had her pause throughout the day and simply ask herself, “How do I feel right now?”

At first, she didn’t think it would help.  She even joked that it felt silly to stop and notice her feelings.

But within a few days, she started to see a pattern.  She realized she was spending most of her day feeling rushed and pressured.

That feeling was driving her to multitask, avoid harder projects, and over-check her email.  Even when there was no real urgency, her brain kept acting like everything was on fire.

The check-in helped her slow down just enough to notice what was happening.  And once she saw it, she had a real chance to change it.

Her days started to feel less chaotic and more in control.  She was still busy, but she wasn’t burning herself out in the process.

What she realized was that it wasn’t about doing more—it was about being more aware.  And that simple shift changed how she worked, how she felt, and how she ended each day.

Now that you’ve seen what this kind of awareness can do in real life, let’s wrap up with the biggest takeaways to remember.

Key Takeaway and Action Item

The way you feel throughout the day isn’t just a passing mood—it’s the engine behind every decision you make. Whether you realize it or not, your feelings are what drive your actions.

If you’re feeling anxious, you might avoid a task or check email again just to feel a bit more in control. If you’re feeling calm and focused, you’re more likely to follow through on what really matters.

The difference between reacting and responding often comes down to one small habit: checking in with yourself. When you pause to ask how you feel, you shift out of autopilot and back into control.

This isn’t about becoming overly emotional or trying to fix everything. It’s simply about building awareness—because once you know what’s happening inside, you can choose how to handle what’s happening outside.

The daily check-in might seem like a small step, but it creates a big shift. And that’s what smarter accountants do: they lead with awareness, not just effort.

Here’s a question you can ask yourself this week: “How do I feel right now—and is that feeling helping me do what I actually want to do?”

This question gives you a moment to pause and see if the emotion you’re in is serving you or steering you off course. It’s not about judging your feelings—it’s about noticing them and deciding what you want to do with them.

When you start asking this question regularly, you’ll notice patterns. You’ll also start catching yourself before you slip into habits that don’t help you. And that’s where real change begins.

Okay, as I finish up, let me pull back the curtain and share a personal story of how I can relate to this topic.

Pulling Back the Curtain

Now let me pull back the curtain…

I remember a day not too long ago when everything felt like too much. I had a packed schedule, my inbox was overflowing, and I was running on autopilot from the moment I opened my laptop.

I had barely taken a sip of coffee before I was already in catch-up mode. I jumped straight into emails, responding quickly and trying to clear space before the first meeting of the day.

By 10 a.m., I’d already rescheduled something important to make room for something “urgent.” I was behind on one task, distracted during another, and starting to feel the pressure build in my chest.

Then it happened—my dogs started acting up, and I snapped. It wasn’t what they were doing, it was the timing, and I could hear the sharpness in my voice the moment it left my mouth.

That was my signal that something was off. Not with them—but with me.

I took a breath, walked away from my desk, and quietly asked myself, “How do I feel right now?” The answer came fast: pressured, scattered, and honestly, kind of resentful.

I realized I had started the day in reaction mode, racing to keep up with everything, without ever checking in with how I was doing. My brain had taken one look at my calendar and inbox and jumped straight into panic.

Just naming those feelings gave me enough space to slow down. I could see how I’d let the pressure take over before the day had even started.

Instead of continuing to push through like I normally would, I chose to pause. I reminded myself that pressure doesn’t create productivity—it creates chaos.

I closed the tabs I didn’t need, reset my expectations for the day, and made one small decision at a time. No rushing. No reacting. Just being a little more intentional.

That one check-in didn’t magically fix the whole day—but it absolutely changed the direction it was heading. And by the end of the day, I felt more grounded and more like myself again.

I share this because I know how easy it is to think we just need to try harder. But sometimes, what we really need is to stop and feel what’s happening first.

This is exactly what I teach my coaching clients—how to manage their brain so they can manage everything else more effectively. It’s not about changing who you are; it’s about giving yourself permission to lead differently.

If you want to understand your own brain patterns and finally feel more in control of your day, take The Smarter Accountant Quiz at www.thesmarteraccountant.com, and schedule your free 30-minute call with me at www.thesmarteraccountant.com/calendar.

And if this episode helped you, share it with another accountant who needs to hear it too. You never know who might need the reminder that one small question—“How do I feel right now?”—can change everything.

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

Before we jump in, I want to let you know, if you don’t already, that I created The Smarter Accountant Podcast Guide for all the podcast listeners.

It covers the first 100 episodes of the podcast and includes five simple questions for each episode to help you apply what you’ve learned in real life.

So if you’ve ever listened to an episode and thought, “That really hit home — I should dig into that more,” this guide makes it easy to do that.  It’s incredibly helpful to not just listen to my podcast episodes, but to also apply what you learned so you can take action on the information.

To grab your copy, you simply need to go to thesmarteraccountant.com/podcast-guide or on the main page of the podcast you’ll see a yellow button there as well.  The main page of the podcast is thesmarteraccountant.com/podcast.

Have you ever noticed how some people just seem naturally confident, no matter what’s going on around them? They walk into a room, say what they think, and don’t seem to worry so much about what other people think.

If you’ve ever wished you could feel that way too, you’re definitely not alone. Most of us have moments where we feel unsure, nervous, or like we’re not good enough.

It’s easy to think that confidence comes from outside things—like getting a promotion, having more experience, having certain letters after your last name, or finally getting everything in your life in order. But the truth is, confidence isn’t something that shows up when things are perfect.

For a lot of people, confidence feels like something you have to wait for. You might think, “Once I fix this part of my life, then I’ll feel more confident.”

But what if that’s not true? What if nothing around you actually has to change for you to feel more sure of yourself?

That idea can feel kind of strange at first. We’re so used to believing that our confidence depends on things outside of us—like how people treat us or what we’ve accomplished.

But what if confidence is more like a feeling you can create, not something you have to wait for?

Think about how much time and energy we spend trying to earn confidence. We try to be perfect, to do everything right, or to keep up with what everyone else is doing.

It can feel exhausting. And sometimes, even after all that effort, we still don’t feel any better about ourselves.

Unfortunately, confidence starts to feel like a moving target. And no matter what we do, it feels just out of reach.

That’s why this is so important to talk about. Because real, lasting confidence doesn’t come from fixing everything around you—it comes from changing the way you see yourself.

And once you understand that, everything gets a little bit easier. You stop chasing and start choosing how you want to show up.

The truth is, you don’t have to wait for the right time, the right title, or the right feedback. You can start building confidence from where you are, right now.

So if you’ve been hoping to feel more confident but didn’t know where to start, keep listening. You might be closer than you think.

Why Confidence Feels So Hard to Hold Onto

Most accountants were never taught how to feel confident without needing outside proof. It’s no surprise—our work is often judged, reviewed, or second-guessed by others. So it makes sense that many of us start tying our confidence to the results we deliver or the praise we receive.

The problem is, that kind of confidence isn’t very steady. It goes up and down depending on who’s in the room, how perfect the work is, or whether something went wrong that day.

Over time, this makes confidence feel like something you have to earn over and over again. And when you make a mistake—or even think you made one—it can feel like you’ve lost it completely.

That’s why so many accountants walk around feeling unsure, even when they’re smart, capable, and hardworking. It’s why so many quietly struggle with imposter syndrome.  They’re depending on something outside of themselves to feel good inside.

This creates a cycle where you’re always looking for reassurance or comparing yourself to others. You start second-guessing your decisions, staying quiet when you have something to say, or working twice as hard just to feel “good enough.”

It’s a stressful way to live—and it’s definitely not sustainable. But it’s not your fault.

It’s just the way our brains try to protect us. They want certainty, safety, and approval. But when you rely on those things to feel confident, you’re putting your self-worth in someone else’s hands.

That’s why the answer isn’t about fixing your workload or waiting for more recognition. The real problem runs deeper—and it’s affecting your confidence more than you might realize.

Let’s take a closer look at why this is such a big deal.

The Real Cost of Chasing Confidence the Wrong Way

When you believe confidence comes from outside things—like praise, promotions, or other people’s opinions—you give up control without even realizing it. You start waiting to feel good about yourself instead of learning how to feel good on purpose.

This leaves you stuck in a cycle of “I’ll feel confident when…” Maybe it’s when the project is perfect, the client is happy, or your inbox is finally cleared. But that finish line keeps moving.

You wind up working longer hours, putting more pressure on yourself, and doubting your every move. And even when something does go well, the feeling doesn’t last.

It’s a problem because it never feels like enough. No matter how much you accomplish, there’s always another thing to prove, another person to please, or another mistake to avoid.

That kind of pressure leads to stress, burnout, and a quiet fear that you’re not measuring up. You might keep pushing forward, but deep down, it feels exhausting.

And when confidence is tied to everything going perfectly, you’re much less likely to take risks, speak up, or try something new. It’s safer to play small—even when you know you’re capable of more.

This also makes it harder to bounce back after setbacks. One tough day or one piece of negative feedback can spiral into self-doubt that lasts much longer than it should.

The truth is, the way most people chase confidence actually creates more insecurity. It’s like trying to fill a leaky bucket—no matter how much you pour in, it keeps running out.

But it doesn’t have to be that way.

There’s a smarter, steadier way to feel confident—and it starts with understanding the brain science behind confidence.

The Brain Science Behind Confidence

Let’s talk about what’s really going on in your brain when confidence feels hard to come by.

As I’ve discussed on the podcast, your brain’s main job is to keep you safe. It’s constantly scanning for anything that could feel risky, uncertain, or uncomfortable. And because of that, your brain would always rather you stay the same than try something new—even if the “new” thing is speaking up, making a decision, or simply believing in yourself.

In fact, confidence feels like a risk to your brain. It’s tied to things like visibility, failure, rejection, or being wrong. So your lower Toddler brain tries to protect you by pulling you back into thoughts like, “You’re not ready,” “What if they don’t like it?” or “Play it safe.”

This is totally normal. Your brain isn’t trying to hurt you—it’s trying to avoid pain, embarrassment, or mistakes. But what’s helpful for survival isn’t always helpful for success.

There’s also something else going on. Your brain has something called the negativity bias. It means you’re more likely to focus on what went wrong, what could go wrong, or what people might think—rather than noticing what you’ve done well or what’s already working.

That’s why confidence doesn’t come naturally for most people. It’s not because you’re not good enough. It’s because your brain has been trained to see the problems, not the progress.

But here’s the good news: your brain is also very changeable and can be easily rewired. The truth is, it learns by repetition. 

So if you practice thinking in ways that support confidence, your brain will slowly start to believe you, building neural pathways that create the feeling of confidence without changing anything around you.

And the more you practice building confidence on purpose, the less your lower brain gets to run the show.

So how do you actually do that in a simple, doable way?

That’s what I want to discuss next: Five Smarter Accountant ways to build confidence—without needing to change anything around you.

5 Ways to Build Confidence Without Changing Anything Around You

Now that you know your brain is wired to play it safe and focus on what’s wrong, it makes sense why confidence doesn’t always feel natural. But that doesn’t mean you’re stuck.

You don’t need to wait for better circumstances, more praise, or a perfect moment to start feeling more confident. Here are five ways you can build it—right where you are, with what you already have:

1. Watch How You Talk to Yourself

Most of us say things to ourselves that we would never say to anyone else. Things like “I’m terrible at this,” “I should’ve done better,” or “Why can’t I get it together?”

But that inner voice matters more than you might think. Your brain listens to what you say—even inside your own head—and starts to believe it.

The way you talk to yourself either builds you up or slowly tears you down. If you want more confidence, it starts by speaking to yourself with more kindness and less criticism.

2. Stop Waiting for Perfect

Confidence doesn’t come from getting it all right. It comes from taking action—even when things feel messy or uncertain.

It’s okay to feel uncomfortable or unsure, because the more you do, the more you prove to yourself that you can figure things out. That’s where real confidence comes from—not perfection, but progress.

Trying to get everything “just right” before you act only delays the confidence you’re hoping to feel.

3. Give Yourself Credit on Purpose

Your brain naturally zooms in on what didn’t go well. That’s just its way of trying to protect you from making mistakes.

But if you want to feel more confident, you have to train your brain to also see what did go well.

For example, did you finish a task you’d been avoiding? Speak up in a meeting? Stay calm when things were stressful? Those wins matter. Even the small ones.

Confidence grows when you give yourself credit—on purpose.

4. Make Decisions and Have Your Own Back

Confident people don’t always make the right decision—they just decide and move forward.

They don’t tear themselves apart afterward. They learn, they adjust, and they keep going.

You don’t need to be perfect. You just need to stop beating yourself up after every choice.

Confidence comes from trusting yourself to handle whatever happens next.

5. Stop Comparing Yourself to Everyone Around You

When you compare yourself to others, you’re usually comparing your struggles to their highlight reel.

In other words, you don’t see their doubts, their messy middle, or the full story.

Instead of measuring yourself against everyone else, bring your focus back to your own growth.

Ask: “Am I growing in the ways that matter to me?” That’s a much better question—and it builds a much stronger kind of confidence.

The bottom line is that you can build confidence no matter what you do or don’t know, or what your past looks like.

Next, let’s look at how one of my coaching clients used these exact shifts to go from self-doubt to solid, grounded confidence—without changing anything around her.

Becoming a Smarter Accountant: Building Confidence Without Changing Anything Around Her

One of my clients came to me feeling completely drained. On the outside, everything looked fine—steady job in public accounting, positive feedback from clients, and all the boxes checked. But inside, there was a constant feeling of doubt.

She told me, “No matter how well things go, I still don’t feel confident.” She was second-guessing emails, replaying conversations, and quietly comparing herself to others in the firm who seemed more polished or in control.

What she really believed was that confidence would come once something changed—maybe a new title, fewer mistakes, or finally feeling like everything was under control. But none of those things ever seemed to be enough.

What we discovered together was that the problem wasn’t the job or the people around her—it was the way she was thinking about herself. Her brain was filtering everything through a lens of “not good enough,” even when she was doing an amazing job.

So we started there. She began paying closer attention to how she was talking to herself throughout the day. Instead of letting the critical voice run the show, she started asking, “Would I talk to someone else like this?”

We also made it a habit to notice wins—on purpose. At the end of each day, she wrote down just a few things that went well. It felt small, but it helped train her brain to stop only looking for what was wrong.

Little by little, things started to shift. She made decisions faster, stopped rereading emails over and over, and let go of the need to compare herself to everyone else.

She didn’t get a raise or a new job title. The team didn’t change. The workload didn’t shrink.

But she started to feel steady. She started to feel sure. She started to feel confident.

And that’s the part that really matters—knowing that confidence isn’t something you have to chase. It’s something you can build, even when nothing around you changes.

Okay, now let’s wrap up with a few key takeaways.

Key Takeaway and Action Item

Confidence doesn’t come from being perfect, getting constant praise, or finally having everything figured out. It comes from the way you talk to yourself, the thoughts you choose to believe, and the actions you take—even when things feel uncertain.

You don’t have to wait for things around you to change in order to feel more confident. In fact, the most powerful kind of confidence is the kind you create from the inside out.

When you speak to yourself with more kindness, take action instead of chasing perfection, give yourself credit on purpose, make decisions and trust yourself to handle the outcome, and stop comparing your journey to someone else’s—you start showing up differently.

You begin to feel more grounded, more sure, and more like yourself—without needing everything else to fall into place first.

If you want to apply what you learned today, here’s one simple question to ask yourself:

“What would I do differently today if I already felt confident?”

You might be surprised by the answer. And you might realize—you don’t have to wait to feel confident. You can begin acting like someone who already is.

Okay, as I finish up, let me pull back the curtain and share a personal story of how I can relate to this topic.

Pulling Back the Curtain

Now let me pull back the curtain…

There was a time in my career when I thought confidence would just “click” once I hit a certain milestone. I figured once I got enough experience, once I stopped making mistakes, or once someone important finally noticed my work, I’d feel the way I wanted to feel—confident, steady, sure of myself.

But even after the promotions, and the praise, that feeling didn’t come. I still second-guessed myself.

In fact, when I worked for Ernst and Young, back in the day, I had the office, the secretary and the parking spot, but I still felt like maybe I was just lucky. 

I’d get something done and immediately move on to the next thing without even acknowledging it. I didn’t realize I was skipping right over the part where confidence could grow.

What finally shifted everything for me wasn’t anything outside of me. It was noticing how harsh I was being in my own head. I would never talk to anyone else the way I talked to myself. 

I remember thinking, “Would I say any of these harsh things to a friend or to my children?”  Of course not!  Well, once I saw that, I knew something had to change.

That’s when I started doing the same things I now teach my clients. I started catching those old, unhelpful thoughts. 

I gave myself credit for showing up, even on the hard days. I practiced having my own back, even when I made a mistake. And I stopped looking at everyone else to figure out if I was “doing enough.”

The truth is, confidence didn’t show up overnight, but it did show up. And it’s a whole lot steadier now—not because everything in my life is perfect, but because I finally stopped waiting for the outside world to give me permission to feel good about myself.

So, if this episode spoke to you, I really encourage you to take The Smarter Accountant Quiz. It’s a great way to find out if you’ve been underusing your accountant brain—and what to do about it because if you struggle with confidence, you ARE underutilizing your accountant brain. You can take it at www.thesmarteraccountant.com.

And if you’re ready to start building real confidence and want some support, I’d love to talk with you during a free 30-minute call. Go to www.thesmarteraccountant.com/calendar to schedule a time that works for you.

I promise you, confidence is something you can build—and it starts with how you treat yourself. You’re more capable than you think.

And as always, if you found this episode helpful, share it with another accountant. You never know who needs to hear this.

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

Before I get started I wanted to share a free resource with you all.  If you’re like most accountants, you’ve probably said a few of the following: I don’t have enough time, There aren’t enough hours in the day, I wish I had more time, There are too many things on my to-do list, and  Time just seems to get away from me.

Well, as we all know, accounting is hard but your time management shouldn’t make it harder.

Since time is something we could all use more of, I created a Guide titled “3 Simple Steps To Create More Time.”  This guide will teach you some simple steps for managing your time so that you can have plenty of it.

You can download it at https://thesmarteraccountant.com/3-steps/

Have you ever looked at your calendar and thought, “There’s no way I can get all this done”? I’m going to bet most of you listening to this episode are nodding your head..Most accountants I talk to have a calendar full of meetings, reminders, and tasks. But somehow, they still feel behind.

It’s a strange thing, isn’t it? You plan your week, you try to be organized, and yet your days still feel rushed and messy.

The truth is, it’s not just about what’s on your calendar. It’s also about how you’re using it.

Your calendar might look full, but that doesn’t always mean it’s working for you. Sometimes it’s just a list of things you hope you’ll get to, like a big wish list.

The problem is that a lot of us were never taught how to really use a calendar. We just pick a system and hope for the best.

But if your calendar is stressing you out or making you feel overwhelmed, it might be time to look at it a little differently. Not to blame yourself—but to start noticing what’s not working.

There’s no one-size-fits-all way to plan your day. What works for someone else might not work for you at all.

Still, there are certain things many of us fall into without realizing it. Habits that seem helpful at first but actually make things harder.

And when your calendar stops helping and starts hurting, it can leave you feeling stuck. Like you’re trying really hard but still not getting ahead.

For example, have you ever finished a long day and wondered where your time went? That’s usually a sign that something’s off—not with you, but with how your time is being planned.

The good news is, small shifts can make a big difference. You don’t have to toss out your whole system to start seeing changes.

Sometimes, it’s just about paying closer attention to the little things you’ve been doing for so long you don’t even notice them anymore. That’s where the magic often happens.

This isn’t about being perfect or planning every second. It’s about finding a better way to use your time—one that actually works for you.

If your calendar is starting to feel more like a source of stress than a tool for support, you’re definitely not the only one. And you’re not doing anything wrong.

So what if the way you’re using your calendar is the real issue—not how much you have to do?

Let’s talk about it.

Why a Full Calendar Doesn’t Mean You’re Getting More Done

For a lot of accountants, having a full calendar feels like a sign of success. If every hour is filled with tasks, meetings, or deadlines, it seems like you’re being productive.

But here’s the problem—just because your calendar is full doesn’t mean it’s helping you. In fact, it might be part of what’s holding you back.

A packed calendar can give you the illusion of progress, even if you’re spinning your wheels. It looks organized on the outside, but it might be hiding the fact that nothing is really getting finished.

Many accountants fall into the trap of thinking busy equals effective. But being busy all day without feeling accomplished usually points to a bigger issue.

Your calendar isn’t just about your time—it’s also a mirror for how you think. In other words, how you plan your week says a lot about what you believe is important and how much you trust yourself to follow through.

When you fill your calendar without prioritizing, or when you keep moving things around because you don’t feel like doing them, it creates a loop of frustration. You start to doubt your own planning, and over time, your calendar becomes something you ignore or avoid.

As you may already be experiencing, this can lead to a lot of stress and pressure. You might be working more hours, but still feel like you’re falling behind.

That’s why a full calendar can sometimes make things worse, not better. It can hide problems like poor prioritizing, overcommitting, and not leaving space to think or recover.

The bottom line is, if you’re constantly feeling overwhelmed, your calendar might be part of the reason—not because you’re doing something wrong, but because it’s not set up to actually support you.

So what’s really going on here?

Let’s take a closer look at why this is such a problem.

The Hidden Cost of Common Calendar Mistakes

When your calendar isn’t working for you, it doesn’t just lead to a missed appointment or a late deadline. It creates a cycle that’s hard to break.

You put too much on your calendar, thinking you can power through. But when you can’t keep up, you start skipping tasks or pushing them to the next day.

After a while, this becomes your routine—plan too much, don’t follow through, and feel behind. You start to feel like you’re always playing catch-up.

Unfortunately, this often leads to frustration and self-doubt. You might even start blaming yourself, wondering why you can’t stick to your own schedule.

And once you lose trust in your calendar, it loses its power to help you. It becomes a list of wishful thinking instead of a clear plan you can rely on.

But here’s the bigger issue—it’s not just a scheduling problem. It’s a thinking problem.

These habits don’t come from laziness or poor discipline. They come from what your brain believes about time, effort, and expectations.

If you’re not aware of how your thoughts are shaping your calendar, you’ll keep falling into the same traps. And without intention, those traps quietly shape your day-to-day life.

To really understand why these mistakes happen, we need to take a closer look at what’s going on in your brain.

The Brain-Based Reasons Your Calendar Isn’t Working

If your calendar feels like it’s not helping you, it’s probably not just a planning problem. It’s a brain problem—and once you understand how your brain works, you’ll start to see why so many of these mistakes happen in the first place.

Let’s walk through the 6 most common calendar mistakes and how your brain plays a role in each one:

Mistake #1: Overscheduling

Filling every hour with tasks, meetings, and deadlines might seem like a good way to stay on top of things. But when there’s no breathing room, your brain doesn’t get the space it needs to think clearly.

The prefrontal cortex—the part of your brain responsible for planning and decision-making that i refer to as The Supervising Parent—gets overloaded. And when that happens, your lower Toddler brain takes over, trying to keep you safe by pushing you toward easier, more comfortable tasks. That’s when procrastination, avoidance, or burnout start creeping in.

Example: You block every hour from 8 to 6 with client work, emails, meetings, and calls. But by mid-morning, you’re already behind. By the end of the day, you feel drained and discouraged, even though you barely took a break.

Mistake #2: Not Prioritizing Properly

When everything feels equally important, it’s hard to know what to focus on first. Most accountants end up reacting to whatever seems urgent—even if it’s not actually important.

This happens because of what I’ve mentioned before on the podcast – the Mere Urgency Effect. Your brain gives more attention to things that feel urgent, even if they don’t matter much. That’s how you can spend hours answering emails and checking off small tasks but still feel like nothing meaningful got done.

Example: You start your day cleaning up your inbox and taking care of a few quick tasks. By the time you sit down to work on a big client file that’s due tomorrow, your energy is gone—and the pressure is building.

Mistake #3: Not Following Through

You make a plan, but when the time comes to do it, you don’t feel like it. So you move it to another day. And then another.

This happens because your brain wants to avoid discomfort. It doesn’t care that you planned to write the report or call the client—it just wants to feel better right now. Without emotional awareness, you’ll keep putting things off and slowly stop trusting your own calendar.

Example: You scheduled a time block Tuesday afternoon to review a tax plan. But when 2 p.m. hits, you just don’t feel like it—so you move it to Wednesday. Then Thursday. By Friday, it’s urgent and stressful, and you’re mad at yourself for not doing it sooner.

Mistake #4: Skipping Reflection and Review

Planning the week ahead is helpful. But if you never pause to reflect on what worked and what didn’t, you’ll keep making the same mistakes.

The Zeigarnik Effect explains why this matters: your brain holds on to unfinished or unreviewed tasks. Without closure, your mind keeps circling around what’s incomplete—even when you’re trying to focus on something else.

Example: You plan your week every Sunday, but never look back at how the previous week went. You don’t notice that Thursdays are always a crunch or that certain meetings never run on time—so you keep repeating the same problems.

Mistake #5: Using Your Calendar Like a Task List

If you treat your calendar like a giant to-do list, it loses its power. You plug things in at random without thinking about time, energy, or what matters most.

A calendar should be a decision-making tool. It’s where you make choices in advance about how you’ll spend your time. If it’s just a long list of hopes, your brain won’t take it seriously—and neither will you.

Example: Monday morning, you plug in things like “follow up with client,” “update spreadsheet,” and “finish report.” But you don’t block time or estimate how long anything will take. By lunch, you’re already behind—and the day feels off track.

Mistake #6: Not Including How You Need to Feel to Follow Through

Most calendars only answer two questions: What are you doing? and When are you doing it? But they leave out a crucial third question: How do you need to feel to do it?

It’s important to understand that your feelings drive your actions. If you plan something hard without deciding how you want to feel—like focused, calm, or confident—your lower brain will jump in and try to escape the discomfort. That’s when you skip the task and push it to later (again).

Example: You schedule a time block to call a tough client, but you forget to plan how you want to feel in that moment. When the time comes, you feel nervous and uncertain, so you skip it. You tell yourself you’ll do it later, but later never feels better.

The bottom line is that these mistakes aren’t about being lazy or disorganized—they’re just what happens when your brain is trying to protect you from discomfort, uncertainty, or too much pressure. But the good news is: once you understand what’s really going on, you can start using your calendar in a much smarter way.

Let’s look at how this all plays out with a real coaching client example—and what happened when they started thinking about their calendar differently.

Becoming a Smarter Accountant: Stopping The Calendar Mistakes

One of my coaching clients came to me completely overwhelmed. His calendar was packed every single day, from the moment he woke up to the moment he went to bed. On the outside, it looked like he was organized and on top of everything—but inside, he was exhausted and always felt behind.

He said, “I don’t understand. I plan everything, but I still feel like I’m barely keeping up.”

We took a closer look at how he was using his calendar, and it didn’t take long to spot the problem.

He was overscheduling himself with no breathing room. His days were so full there was no time to think, reset, or deal with anything unexpected. The most important work often got pushed to the end of the day when his energy was already drained.

He was also treating every task as equally important. There was no clear prioritization, so he ended up reacting to whatever felt urgent—even if it wasn’t. That left little time for the things that actually improved his productivity.

And like a lot of accountants, he wasn’t following through on the calendar he had created. Tasks would get moved from day to day, and each time that happened, his trust in the calendar—and in himself—went down.

What we uncovered was that his calendar wasn’t broken—his brain was just overwhelmed and trying to avoid discomfort. It was pushing him toward what felt easy in the moment and away from what required real focus.

So we made a few simple changes.

He started creating space between tasks. He blocked his most important work during the time of day when he had the most focus. He began reviewing what worked and what didn’t each week. But the biggest shift came when he started asking, “How do I need to feel to follow through on this?”

Once he started planning how he wanted to feel—whether that was confident, determined, or focused—his entire approach changed.

He stopped dreading his calendar. It stopped feeling like a burden and started feeling like a tool that was actually helping him.

And even though he wasn’t working more hours, he was getting more done. He felt calmer, more in control, and more trusting of himself.

If your calendar isn’t working for you, it doesn’t mean you’re doing it wrong. It might just mean your brain needs a better plan.

Let’s wrap up with a few key takeaways.

Key Takeaway and Action Item

Your calendar isn’t just a tool for tracking time—it’s a reflection of how you think, what you believe about your responsibilities, and how much trust you have in yourself to follow through.

When it’s filled with too much, or when it’s used like a giant to-do list, it stops being helpful. Instead of guiding your day, it starts adding to the noise and pressure.

Smarter Accountants understand that the goal isn’t to cram more into the calendar. The goal is to make better decisions in advance—and to create a calendar they can actually follow.

They schedule with intention, not pressure. They plan their energy, not just their time. And they learn to include the one thing most calendars ignore: how they want to feel when it’s time to take action.

This shift isn’t about working harder. It’s about thinking smarter.

So if your calendar has been stressing you out or making you feel behind, it’s worth asking:

“Is my calendar helping me feel focused and in control—or is it just helping me stay busy?”

That one question can open the door to some really honest answers—and some really powerful changes.

Okay, as I finish up, let me pull back the curtain and share a personal story of how I can relate to this topic.

Pulling Back the Curtain

Now let me pull back the curtain…

A while back, I remember looking at my own calendar and realizing it was packed with so many things I thought I should be doing. Every time block felt tight. I’d move things around constantly, try to squeeze in more than I had time for, and then feel frustrated when the day didn’t go as planned.

One day, I looked at my calendar and thought, “This feels like a punishment.” Not because the work was hard—but because I was using my calendar like a checklist for proving my worth. If I finished it all, great. If not, I felt horrible guilt.

What finally shifted everything for me wasn’t a new app or system. It was learning how my brain works. Once I started planning with my brain instead of against it, things got easier.

I stopped overscheduling. I gave myself breathing room. I started picking feelings on purpose—like calm or committed—before I stepped into harder tasks. That alone changed everything.

Now, I use my calendar as a support system, not a scoreboard. And that’s what I help my coaching clients do too.

If this episode spoke to you and you’re ready to make your calendar work for you, not against you, there are two easy next steps:

First, take The Smarter Accountant Quiz at www.thesmarteraccountant.com to see where you might be underusing your accountant brain.

Then, if you’re ready for more personalized support, schedule a free 30-minute call with me at www.thesmarteraccountant.com/calendar. We’ll look at what’s not working and talk through smarter, brain-friendly solutions.

And as always, if you found this episode helpful, share it with another accountant. You never know who needs to hear this.

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

Before I get started, I wanted to mention the CPE course I’m offering this month, “5 Mistakes To Avoid If You Want An Easier Accounting Career.”  

As we all know, accounting can be rewarding, but it’s also filled with challenges that can wear you down if you’re not careful. Stress, endless to-do lists, poor prioritization, lack of confidence, and weak boundaries — these mistakes might feel normal in the profession, but they’re not inevitable.

In this month’s course, you’ll learn the 5 most common mistakes accountants make that make their careers harder than they need to be — and how to avoid them so you can enjoy an easier, more fulfilling career.

It’s only being offered one last time on Friday, October 31st at 12 pm EST, so make sure sign up at www.thesmarteraccountant.com/cpe before I switch to next month’s topic – The Smarter Accountant Guide To Handling Interruptions.

Speaking of CPE, have you ever signed up for a webinar just because it was free and counted toward your CPE? Maybe you’ve taken courses that had nothing to do with your work but felt like something you “should” do anyway. You’re not alone.

In the world of accounting, continuing education is just part of the job. We need the credits, and there are a million ways to get them. But let’s be honest—sometimes it feels like we’re doing it just to check a box.

It can be easy to fall into the habit of always learning something new. Another course, another certificate, another acronym after your name. It makes you feel productive—even if you’re already drowning in other responsibilities.

We’ve been taught that more learning is always better. That if we just knew more, we’d finally feel ready, confident, or in control. But the truth is, sometimes we’re using education as a way to hide.

I know that might sound strange. But think about it—have you ever signed up for a course when you were actually avoiding something else? Like a hard conversation, a big project, or even your own self-doubt?

It’s not that education is bad. It’s important to stay up to date and grow in your career. But sometimes we overdo it, not because we need it, but because we’re trying to feel better about ourselves.

We all want to feel capable and confident. And learning something new can feel like the fast track to that feeling. But real confidence doesn’t come from piling on more knowledge.

It comes from how we think about ourselves and what we choose to do with what we already know. Taking one more course won’t fix the feeling that you’re not good enough. That’s something you have to work on from the inside.

I get it. It feels safer to keep learning than to take the next scary step. It’s easier to stay in the comfort zone of a Zoom webinar than to do the harder thing in real life.

But what if your CPE habit is actually keeping you stuck? What if all those certificates aren’t giving you what you’re really looking for?

I know this might sound strange coming from someone who offers NASBA approved CPE courses, but I think this is an important topic to discuss because I’ve seen way too many smart accountants burn themselves out chasing more education—when what they really need is something totally different.

What Accountants Get Wrong About Continuing Education

On the surface, continuing education looks like a smart move. You get credits, stay current, and maybe even feel like you’re getting ahead. But underneath that, many accountants are using CPE in ways that don’t actually help them grow.

One of the biggest problems is using CPE to feel productive without actually making progress. It’s easy to sit through a webinar or log into an online course and feel like you’ve accomplished something. But when you’re constantly doing that without applying anything or creating results, it just becomes another form of busy work.

Some accountants also use continuing education to avoid taking action. Instead of having a tough client conversation or making an important decision, it’s easier to watch another replay or sign up for another training. It feels safer and more comfortable, but it keeps you stuck in place.

Another common issue is using credentials or certifications to try to prove your value. You might think that if you just earn one more title or add a few more letters after your name, you’ll finally feel good enough. But confidence doesn’t come from your resume—it comes from what you believe about yourself.

Many accountants fall into the trap of thinking that more education will automatically lead to more confidence. But what often happens is the opposite. 

It delays the moment you have to trust yourself. It postpones the uncomfortable work of showing up with the skills you already have and figuring things out as you go.

The truth is, continuing education can be helpful—but only when it’s used with intention. When it’s used as a way to avoid discomfort or as a substitute for action, it becomes a problem.

If you’ve ever felt stuck even though you’ve taken all the courses, earned all the credits, and filled your calendar with learning—you’re not alone.

But there’s a reason this keeps happening. Let’s talk next about why misusing continuing education keeps you stuck..

Why Misusing Continuing Education Keeps You Stuck

When continuing education is used the wrong way, it might look like growth on the outside—but inside, it’s a different story. What feels like being responsible or professional is often just a dressed-up version of avoidance.

Instead of moving forward, many accountants stay busy learning without actually doing. I refer to it as taking passive action versus massive action.  

Accountants who take passive action collect more knowledge, more notes, more certificates—but don’t take the actions that would create real change or progress. And that can be exhausting.

Your time and energy are limited. When they’re spent chasing more education instead of applying what you already know, it’s like running in place. You feel busy, but you’re not actually going anywhere.

The bigger issue is what’s underneath the habit. For a lot of accountants, courses become a safe way to avoid discomfort. Instead of having the courage to speak up, ask questions, or try something new, it feels easier to prepare more—just in case.

But preparation has its limits. There’s a point where it stops being helpful and starts being a way to hide. And that’s where many of us get stuck.

Confidence isn’t something you can download or earn with a certificate. It doesn’t come from reading more or sitting through another training. It comes from showing up and using what you already know, even when it’s uncomfortable.

So if you’ve ever wondered why all that learning hasn’t made you feel more capable, this is why. It’s not about how much you’ve learned—it’s about what you’ve done with it.

And believe it or not, your brain plays a big part in all of this. That’s where we’re headed next.

The Brain Science Behind Why We Keep Signing Up for More

Your brain isn’t trying to hold you back on purpose—it’s actually doing what it was designed to do. It wants to keep you safe. And learning, especially when there’s no risk involved, feels very safe.

That’s why signing up for another course or checking off a CPE box can feel so good. Each certificate gives your brain a little hit of dopamine—the feel-good chemical that says, “Nice job!” Even if you didn’t apply anything new, your brain still thinks it made progress.

The tricky part is that your brain can’t always tell the difference between being busy and being effective. And in a profession like accounting, where being busy is often rewarded, your brain starts to believe that more activity equals more value.

So instead of doing something hard, like asking for help or making a bold decision, your lower Toddler brain votes for something that feels easier—like clicking “register” on another webinar. It keeps you in motion, but not in growth.

But here’s what’s also true: your higher Supervising Parent brain, the prefrontal cortex, is built for real growth. It’s the part of your brain that makes thoughtful plans, takes healthy risks, and follows through even when things feel uncomfortable.

The only problem is, you can’t activate your higher brain when you’re stuck in the loop of overlearning. You have to interrupt the pattern and choose action—even small action—if you want to move forward.

Once you understand how your brain is wired, it gets easier to spot the difference between useful learning and just staying busy. And that’s exactly what smarter accountants learn how to do.

Next, let’s look at what that actually means in practice.

What Smarter Accountants Do Differently

Smarter accountants don’t sign up for courses just because they’re available. They pause and ask themselves why they’re taking the course in the first place. Is it truly useful—or just a way to feel busy?

Instead of trying to learn everything, they focus on what matters most right now. If a course isn’t directly helping them solve a current problem or improve something they’re already working on, they skip it. Their goal isn’t to collect credits—it’s to grow on purpose.

They also understand something really important: confidence doesn’t come from knowing more. It comes from doing more. Smarter accountants build confidence by following through, not by endlessly preparing.

They choose to spend their time in a way that actually moves the needle. They learn, then they apply. They don’t try to be perfect—they focus on progress. And as a result, they create outcomes, not just accomplishments.

It’s not about having the longest list of courses. It’s about using what you’ve already learned to make a real impact in your work and in your life.

Let me share a story that shows how powerful this shift can be.

Becoming a Smarter Accountant: Handling Continuing Education In a Smarter Way

I worked with a coaching client who was the queen of continuing education. If there was a free webinar, she was on it. Her certificate tracker was spotless. On paper, she looked like the picture of professional development.

But here’s what she told me during our first session:  “I’ve taken so many courses, but I still don’t feel confident. I don’t speak up in meetings. I still second-guess myself. I thought maybe if I just learned more, I’d finally feel ready.”

What she didn’t realize at first was that she wasn’t learning—she was avoiding. Every time she felt unsure or overwhelmed, she’d look for a new course to take. It felt productive, but it was just another way to delay taking action.

I suggested she try one of the CPE courses I created, where we focus less on collecting information and more on applying what you already know. She picked a course that lined up with a real issue she was struggling with at work.

And for the first time, she approached continuing education with intention.

She didn’t just take notes—she made changes. She practiced what we talked about in the course. She stopped hiding behind the excuse of “I need to learn more” and started using what she already knew.

Within a few weeks, her emails were more direct. Her calendar was more focused. And her confidence didn’t come from a certificate—it came from seeing herself follow through.

She realized she didn’t need another badge of honor. She needed to trust herself. And once she did, everything started to shift.

That’s the difference between more learning and smarter learning. And it’s what I try to teach every accountant I work with.

Key Takeaway and Action Item

If you’ve ever felt like you’re doing all the right things—signing up for courses, earning certificates, filling your calendar with webinars—but still feel stuck, you’re not alone.

Many accountants fall into the trap of overlearning. Not because they’re not smart, but because their brain is trying to stay safe. Learning feels comfortable. Taking action feels risky.

But progress doesn’t come from staying comfortable. It comes from deciding what matters, learning what’s relevant, and doing something with it.

Smarter accountants don’t chase more education. They choose the right education and apply it in meaningful ways. That’s how they grow their confidence and their careers.

If you want to start using continuing education in a smarter way, try asking yourself this:

“Am I taking this course to grow—or to avoid something I don’t want to face?”

That one question can shift everything.

And when it comes to continuing education, not all courses are created equal. The ones I offer aren’t about adding to your resume—they’re about helping you become the kind of accountant who gets real results.

Okay, as I finish up, let me pull back the curtain and share a personal story of how I had to learn this the hard way too.

Pulling Back the Curtain

Now let me pull back the curtain…

Years ago, I was the same way. I would sign up for every CPE class I could find, especially the free ones. I had folders full of certificates and felt like I was doing what a “good” accountant should do.

But no matter how many credits I earned, I still had moments where I doubted myself. I still held back in meetings. I still avoided the big decisions. And I couldn’t figure out why more education wasn’t helping me feel more confident.

It wasn’t until I started paying attention to my mind, not just my knowledge, that things changed. I stopped hiding behind over-preparation and started trusting myself more. I didn’t need more facts—I needed more belief.

That’s why I created The Smarter Accountant CPE courses to be different. They’re not just another checkbox. They’re designed to help you think, apply, and grow.

If you’re interested in learning more about The Smarter Accountant CPE course of the month, head on over to www.thesmarteraccountant.com/cpe.

If this episode hit home, take the first step toward becoming a Smarter Accountant.  Take The Smarter Accountant Quiz at www.thesmarteraccountant.com. Then schedule your free 30-minute call with me at www.thesmarteraccountant.com/calendar.

And if you know another accountant who’s drowning in continuing ed but still stuck in self-doubt, share this episode with them. It might be the nudge they need.

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

Before I get started I wanted to share something that I haven’t in awhile – a testimonial.  I have so many amazing accountants that I get to work with in The Smarter Accountant Programs and I’m always touched by how impactful these programs are on their lives.

Here’s a testimonial from one of my recent clients:

“Thanks to Dawn and working with her I have discovered paradigms about myself that have been holding me back for years. I have lots of work to do but feel I am on the right track in gaining confidence and making life a whole lot easier.  Life doesn’t have to be stressful and hard; Dawn has taught me that.  Dawn’s program is life altering and it can be for you as well.  Her models are incredibly powerful!  Thank you, Dawn, for helping me to be the best version of myself both professionally as a CPA and personally.”

Isn’t that amazing?!  It’s the biggest honor of my professional career to have a positive impact on the lives of my fellow accountants.  It’s why I built my coaching business, wrote my book, and created this podcast; to be a thought leader in this industry and to help all accountants have more sustainable accounting careers.

Well, if you would like to be the best version of yourself both professionally and personally, that starts with taking The Smarter Accountant Quiz at www.thesmarteraccountant.com and then scheduling a 30-minute call with me at www.thesmarteraccountant.com/calendar.

Managing people is one of those things that sounds easier than it actually is. If you’ve ever tried to lead a team, work with a difficult coworker, or even help a client, you know it can be tricky.

You might think the hardest part is getting other people to listen or cooperate. But what if the hardest part is actually something else?

Most of us were never taught how to manage people in a way that really works. We just kind of figure it out as we go.

We watch what others do, we try to be helpful, and we hope it all works out. Sometimes it does. A lot of times, it doesn’t.

There’s often stress, confusion, and frustration. You try to be nice. You try to be clear. But people still don’t do what you expect.

It can start to feel personal. Like maybe something is wrong with you or with them.

And it’s not just at work. Even managing your own kids can feel impossible some days. You ask them to do something simple, and they push back—or ignore you completely.

But here’s something interesting—what if managing people isn’t really about them at all?

That idea might sound a little strange at first. But it’s something I’ve seen again and again.

When things go wrong in our work with other people, it’s easy to point the finger outward. But what I’ve learned is that the real power is actually inside of us.

The way we handle ourselves in those moments makes a huge difference. And I don’t just mean staying calm or keeping a smile on your face.

I mean the way we think, the way we feel, and the way we respond. All of that starts with us—not the other person.

That’s why this topic matters so much. If you’re working with people in any way—or even trying to manage your household—learning how to manage yourself first changes everything.

You don’t need to be the boss to learn how to manage people better. This applies whether you’re leading a team, helping a client, or raising kids who leave their socks everywhere.

And once you understand what’s really going on, you’ll see people differently. You’ll stop wasting energy on things you can’t control.

You’ll start showing up in a way that makes things easier, not harder.

So if you’ve ever felt stuck when dealing with someone difficult, or if you’ve ever wondered why some people are easier to work with than others, keep listening.

There’s something about this way of thinking that can make a big difference—for them, and for you.

Why Managing People Starts With Managing Yourself

If you’ve ever tried to manage anyone—whether it’s a team member, a client, or even your own kids—you know it doesn’t always go smoothly. People don’t always listen, cooperate, or follow through the way you expect. And when that happens, it’s easy to get frustrated and think they need to change.

But here’s the truth: the most effective way to manage other people starts with managing yourself first. That means paying attention to what you’re thinking and feeling, and taking responsibility for how you show up in those moments.

You can’t control what other people do, but you can control how you respond. And that one shift changes everything.

When you focus on managing your own mind and emotions, you stop reacting out of frustration and start responding with clarity. That’s when you become a leader—even if your job title doesn’t say so.

It’s not always easy, but it is possible. And once you understand why this matters, you’ll never look at people management the same way again.

So let’s talk about what makes this so challenging—and why it feels like other people are the problem.

The Real Problem With Blaming Other People

When you believe that someone else is the reason you’re upset, stressed, or frustrated, it feels like you have no control. You’re stuck waiting for them to change so you can feel better.

But here’s the problem with that—it puts all your power in someone else’s hands.

You start reacting instead of thinking clearly. You blame, you shut down, or you get defensive. And even if you don’t say it out loud, you start building a case against the other person in your mind.

This is what’s called emotional childhood. It means you’re letting your emotions be controlled by what someone else says or does.

When you’re in that state, managing people becomes really hard. You can’t lead, guide, or influence anyone when you’re feeling out of control yourself.

And it’s not your fault if you do this—most of us were never taught another way. But that doesn’t mean you have to stay stuck there.

There’s a much better way to handle the people around you, and it starts with taking your power back.

Let’s look at the brain science behind managing people because managing your brain changes everything.

The Brain Science Behind Managing People

Your brain’s main job is to keep you safe. It’s always on the lookout for anything that feels like a threat—even if that “threat” is just a coworker’s tone of voice or a client’s email.

When something feels uncomfortable or challenging, your brain can quickly go into fight, flight, or freeze mode. That’s when your heart races, your shoulders tense, and your thinking gets cloudy.

The part of your brain that helps you plan, reason, and stay calm—the prefrontal cortex—gets pushed aside. Instead, the emotional part of your brain takes over and wants to either lash out, shut down, or avoid the situation altogether.

This is completely normal. But it’s not helpful when you’re trying to manage people or handle tough conversations.

If you’re not managing your thoughts, your brain will keep treating everyday challenges like emergencies.

But when you take a pause and manage your own reactions first, you give your thinking brain a chance to come back online. That’s when you can make smart decisions and lead with clarity instead of emotion.

So before you try to manage anyone else, it helps to know what your own brain is doing first.

Let’s make this relatable by sharing what Smarter Accountant management actually looks like and see if it might be helpful for you.

What Smarter Accountant Management Looks Like

Managing people the Smarter Accountant way doesn’t mean being a pushover or ignoring problems. It means staying calm, clear, and grounded—no matter what’s going on around you.

For example, let’s say a team member misses a deadline. Instead of instantly feeling angry or blaming them, you pause and notice what you’re thinking. 

Maybe the thought is, “They don’t care about the work.” Well, how is that thought going to make you feel?  It’s probably going to make you feel frustrated—and that frustration will drive how you speak to them.

Now imagine you manage your thoughts first in that situation. You might choose to think, “Something might have gotten in the way—I’ll find out more.” That shift helps you feel curious instead of upset. And from that place, the conversation will go a lot differently.

Here’s another example: A client sends a rude email. You feel your chest tighten and your brain instantly starts defending itself. The thought might be, “They’re being completely unreasonable.” That thought might make you feel disrespected or angry, which can lead to a defensive or snippy reply.

But with a managed mind, you could choose to think, “They’re probably stressed about something.” That thought can help you feel more grounded and patient, and your reply might actually help calm the situation instead of adding to it.

Or maybe someone on your team keeps asking the same questions over and over. An unmanaged mind might think, “Why can’t they just figure it out already?” That will likely make you feel irritated, and that irritation will come through in your tone or body language.

Now imagine thinking, “Maybe I need to slow down and explain it differently.” That helps you feel more open and helpful—and the other person will pick up on that, too.

Smarter management is about responding on purpose instead of reacting in the moment. It’s about leading from a place of emotional strength, not emotional chaos or emotional childhood.

It also shows up in small, everyday moments. Like how you give feedback. How you handle interruptions. Or how you deal with someone who’s always negative.

When you manage yourself first, people notice. You become the calm in the storm. And that’s what real leadership looks like—whether you’re the one with the title or not.

Now let me share how one of my coaching clients made this shift—and how it changed everything for him.

Becoming a Smarter Accountant: Changing Everything Without Changing Anyone Else

One of my coaching clients came to me feeling totally drained by someone on his team. He said, “He’s lazy, he doesn’t care, and I’m the one picking up the slack.” Every day felt like a battle, and it was starting to affect how he felt about his job.

At first, he was sure the only solution was for the other person to change. He’d tried being nice. He’d tried being direct. Nothing seemed to work, and his frustration kept growing.

So we looked at what was really going on. Not what the other person was doing—but what he was thinking about what the other person was doing. What we uncovered was that his main thought was, “He doesn’t respect me.”

That one thought was making him feel angry, resentful, and stuck. And every time he interacted with him, he showed up with that feeling—without even realizing it.

We worked on shifting that thought to something more helpful. He didn’t jump all the way to “He’s doing a great job,” because that didn’t feel true. But he could believe, “He’s doing the best he can with what he knows.”

That simple shift changed everything. He felt more in control, less triggered, and clearer about how he wanted to lead.

What’s wild is that the other person didn’t actually change—not right away. But my coaching client’s attitude did. His tone changed. His expectations changed. And over time, the team member started showing up differently, too.

It wasn’t magic. It was self-management. It was emotional adulthood and taking responsibility for the thoughts that were making him feel triggered.

And once he saw how much power he had over his own experience, he felt more confident dealing with everyone else—not just that team member.

That’s the beauty of managing your own mind first. The outside world may not change, but your whole experience of it can.

Let’s wrap up with a quick recap of what you’ve learned today.

Key Takeaway and Action Item

We’ve talked about why managing people often feels so frustrating—and why the real issue usually starts with us. When we don’t manage our own minds, we end up reacting instead of leading. We get stuck in blame, stress, and emotional overload.

But when you take a step back and focus on managing yourself first, everything changes. You think more clearly. You respond more calmly. You lead more effectively—even if you’re not in a formal leadership role.

So here’s the question I want you to ask yourself, especially in tough moments:

“Am I managing myself right now?”

This one simple question brings the focus back to where it matters most—you. It helps you pause, take a breath, and decide how you want to show up.

Because the truth is, the most powerful person in the room is the one who knows how to manage their own mind. Not the loudest. Not the one with the title. The one who leads themselves first.

That’s what being a Smarter Accountant is all about.

Okay, as I finish up, let me pull back the curtain and share a personal story of how I had to learn this the hard way too.

Pulling Back the Curtain

Now let me pull back the curtain…

I’ll be honest—this lesson about managing myself before managing others was one I had to learn the hard way. Years ago, I worked with someone who constantly rubbed me the wrong way. She was negative, always had something to complain about, and I felt like I had to walk on eggshells around her.

Every time I saw her name pop up on my calendar, I’d get tense. I’d replay past conversations in my head, imagining how she’d respond to whatever I had to say. I kept thinking, “She’s the problem. If only she would change, everything would be better.”

But nothing changed. In fact, things got worse. I was short with her. I avoided meetings. I vented to coworkers. And truthfully, I wasn’t proud of how I was showing up—but I didn’t know what else to do.

It wasn’t until I started coaching and learning about mind management that I realized what was actually happening. I wasn’t just frustrated with her—I was reacting to the story I was telling myself about her. My thought was, She makes everything harder than it has to be. That thought made me feel annoyed and defensive, which of course shaped how I acted.

Once I saw that it was my thought creating my experience—not her behavior—I had a way forward. I started shifting to a more useful thought, like She’s probably doing the best she can, even if I don’t agree with it. That one thought helped me show up more grounded and less reactive.

And you know what happened? The working relationship got easier. Not perfect, but easier. And it had nothing to do with her changing—it was all because I did.

So if you’re struggling with managing someone, whether it’s a coworker, a team member, a client, or even someone at home, I want you to know—there is a way to feel better without waiting for them to change.

If you haven’t already, go take The Smarter Accountant Quiz at www.thesmarteraccountant.com. And if people management is something you want to feel more confident about, book a free 30-minute call with me at www.thesmarteraccountant.com/calendar.

We’ll talk about what’s really going on and how managing your mind might be the solution you didn’t even know you needed.

And if you know another accountant who’s struggling to deal with a difficult person at work—or maybe just feeling drained by managing others—send them this episode. It might be exactly what they need to hear today.

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

Before we dive in, I want to ask you a quick question—does managing your time feel harder than it should?  If you’re like most accountants I work with, you’re working hard but still feeling behind, overwhelmed, or stuck in the same patterns day after day.

That’s exactly why I created The Smarter Accountant Time Management Personality Quiz. It only takes five minutes, and it reveals your unique time management style—why you work the way you do, and why certain things keep tripping you up.

Once you take it, you’ll get personalized insights and strategies tailored specifically to accountants, so you can finally align your day with the way your brain actually works.

Hundreds of accountants have already taken the quiz and told me how eye-opening it was for them. Don’t miss out—take it today and start making your workday a whole lot easier.

You can take it at www.thesmarteraccountant.com/personality-quiz

Have you ever had one of those days where you just feel like you’re falling behind? You’re doing the best you can, but it still feels like it’s not enough.

Maybe you forgot something important. Or maybe you stayed up too late trying to finish things that didn’t get done during the day. And even then, you still woke up feeling like you’re already behind.

It’s easy to think something’s wrong with you. Like maybe you’re just not as organized or focused as other people. Maybe you’ve even asked yourself, “Why can’t I just get it together?”

If that sounds familiar, you’re definitely not alone. A lot of accountants feel this way—especially when life is busy and work feels non-stop.

Sometimes we look around and assume everyone else has it figured out. We see someone who seems calm, collected, and totally on top of things, and we wonder what we’re doing wrong.

But what if you’re not doing anything wrong at all? What if the way you’re feeling isn’t a sign that something’s wrong with you—but a sign that something else needs to change?

It’s so easy to blame ourselves when we’re tired, overwhelmed, or behind. But blaming yourself doesn’t actually help. It just makes things feel heavier.

And when things feel heavier, it’s even harder to get anything done. That’s when the negative thoughts really start showing up—thoughts like, “I’m bad at this” or “I just need to try harder.”

We’ve all had moments like that. Moments when you feel like no matter how hard you try, there’s still more to do, and not enough time to do it.

But here’s something to think about—what if you’re not the problem? What if the way you’re working or the way you’re thinking about time is what’s actually causing the struggle?

That might sound like a strange idea at first. Especially if you’ve always been the one to take on more, help everyone else, and try to push through no matter what.

Still, it’s worth asking: is it really you that needs fixing—or is it time to look at things a different way?

If you’ve ever felt like you’re behind in life or work, even though you’re trying your best, you’re in the right place. You’re not lazy, you’re not broken, and you’re definitely not alone.

So let’s take a step back and look at what might really be going on here. Because maybe, just maybe, you’re not the problem at all.

Why So Many Accountants Blame Themselves When They’re Overwhelmed

When things feel out of control, most accountants don’t ask what’s wrong with the system—they ask what’s wrong with themselves. That’s because we’ve been trained to believe that if something isn’t working, it must be our fault.

You miss a deadline or forget something small, and suddenly your brain jumps to: “I should be better at this.” Or maybe your to-do list is never-ending, and instead of asking if it’s even reasonable, you wonder why you can’t keep up.

This is what I call the self-blame loop. It happens quietly and quickly, and most of the time, we don’t even realize it. 

We just assume that if we were smarter, faster, or more disciplined, things wouldn’t feel this hard. It’s like your brain is holding performance reviews in the background while you’re just trying to find time to eat lunch.

But here’s the thing—accounting as a profession often rewards overworking and perfectionism. It encourages pushing through no matter how tired or stretched you are. There’s an unspoken message that says, “If you can’t handle it, maybe you’re not cut out for this.”

So what do most accountants do? They keep pushing. They work longer hours. They sacrifice personal time. They try to “get it together” by trying harder.

The problem is, the more you push, the more exhausted you get. And the more exhausted you get, the more mistakes happen. That just adds fuel to the blame loop—making you feel like you’re falling short, even when you’re doing everything you can.

It’s easy to see how this cycle keeps going. You feel behind, blame yourself, try harder, get more overwhelmed, and then start over again. No one wins in that loop.

What makes it even harder is that this kind of pressure feels normal in our profession. Everyone around you seems busy, overworked, and stressed, so it becomes the standard. You don’t question the pace—you question yourself.

But what if the problem isn’t you at all? What if the real issue is the way the profession—and your brain—has been taught to respond to pressure?

Next, I want to talk about why this self-blame cycle is so common, and what’s really going on under the surface. Because understanding why this happens is the first step toward doing something smarter.

The Hidden Cost of Thinking You’re the Problem

When you believe you’re the problem, everything starts to feel heavier. You don’t ask for help—you just try to push through and hope no one notices you’re struggling.

That kind of thinking creates a cycle of guilt and shame. You blame yourself for falling behind, then feel ashamed for not being able to “fix” it fast enough.

Instead of reaching out for support or making small changes, you turn inward. You try to be more disciplined, more focused, more of everything—but it never feels like enough.

Over time, that self-pressure adds up. You might start to feel burned out, even though you’re still showing up and getting things done. You might even start to wonder if you’re really good at your job—or if you’ve just been lucky so far.

That’s what imposter syndrome often sounds like: “I should be better at this by now,” or “If they only knew how behind I am.” Those thoughts are exhausting.

You might also notice that you’re always reacting. Jumping from one urgent thing to the next. Putting out fires. Answering everyone else’s requests before you’ve even looked at your own priorities.

When you’re stuck in this cycle, it’s hard to make intentional choices. You’re too busy trying to catch up, and your brain is too tired to think clearly.

The problem isn’t just how you feel—it’s what those feelings stop you from doing. You can’t create a smarter plan when you’re busy blaming yourself for not having one.

But there’s a better way. And it starts with knowing what’s really causing the overwhelm in the first place.

Let’s talk about what you actually need—and why more motivation, more willpower, or longer hours isn’t the answer.

What Accountants Really Need to Manage Time Smarter

Most accountants were never taught how to manage our time, our brain, or our energy in a way that actually works long term. We were told to work hard, stay busy, and check things off a list—and that’s about it.

But real time management isn’t about doing more. It’s about doing what matters, without burning out in the process.

Trying harder only gets you so far. If the approach is off, effort alone won’t fix the problem. You’ll just end up exhausted and frustrated.

That’s why motivation isn’t the answer. It comes and goes. And it definitely won’t carry you through back-to-back deadlines or weeks when everything feels urgent.

What actually helps is something most people don’t talk about—margin. Space to think. Time to reset. Room to make thoughtful decisions instead of reacting on autopilot.

You also need a clear way to make decisions about what gets your time and energy—and what doesn’t. Not everything deserves your attention, no matter how loud or urgent it seems.

And here’s the big one: you need support. Not more tasks. Not more pressure. Just real support for your brain, your time, and your well-being.

When you stop trying to “just push through” and instead give yourself smarter tools and support, everything gets lighter. You start to see what’s possible again.

But none of that works if you don’t understand what’s going on in your brain when you’re overwhelmed. So let’s talk about that next.

Why Your Brain Makes Time Management Feel So Hard

Your brain is always trying to help you be fast and safe. That’s its job. So it takes mental shortcuts—quick thoughts that feel true, even when they’re not.

When you’re overwhelmed, your brain doesn’t look for smart solutions. It just reaches for whatever is familiar. And for a lot of accountants, that familiar thought is something like, “I’m bad at this,” or “I just need to try harder.”

Those thoughts aren’t facts. They’re habits your brain has built over time. And when stress kicks in, those habits take over.

When you’re under pressure, your Supervising Parent brain—the part that plans and prioritizes—starts to shut down. Your brain sees stress as a threat and flips into survival mode instead.

And when your brain is in survival mode, it’s not interested in strategy. It just wants to get through the moment. That’s when reactive choices happen. That’s when time management falls apart.

This is why margin matters so much. Without space to think, your brain can’t access the part of itself that helps you make good decisions.

That’s also why brain-based tools—like learning how to work with your brain instead of against it—aren’t just nice to have. They’re absolutely necessary.

When you understand how your brain works, everything starts to make more sense. You stop blaming yourself for how you feel, and you start giving yourself what you actually need.

And to see what that looks like in real life, let me tell you about a client who went through this exact shift.

Becoming a Smarter Accountant: Discovering He Was Not The Problem

When one of my clients first came to coaching, he was convinced something was wrong with him. He said he had always struggled with time management and figured he just wasn’t wired the right way.

He told me that no matter how hard he tried, he couldn’t keep up. His to-do list was always full, deadlines were always looming, and he often worked late just to feel a little caught up.

The worst part is that he blamed himself. He thought he just needed to try harder, be more focused, or stop being so distracted. But nothing he tried seemed to work for long.

As we talked, it became clear that he didn’t have a motivation problem. He had a margin problem. His brain was constantly in survival mode, jumping from one fire to the next.

We started working on small changes that gave him breathing room—things like building in short breaks, setting realistic expectations, and learning how to say no without guilt. We also looked at what he was thinking about his time and how those thoughts were keeping him stuck.

Within a few weeks, he started to notice a shift. He felt less scattered. He could think more clearly. He was no longer beating himself up for every little thing that didn’t get done.

He told me, “I used to think I just wasn’t good at time management. Now I see that I never gave myself a chance because I didn’t know how my brain actually worked.”

He didn’t become a different person. He just started managing his brain instead of letting it manage him.

That’s the power of knowing you’re not the problem—and giving yourself smarter tools instead of more pressure.

Let’s wrap up with a quick recap of what you’ve learned today.

Key Takeaway and Action Item

The key takeaway is that you are not the problem—especially when it comes to time management. Your brain is doing exactly what it was wired to do under pressure. 

The real issue isn’t a lack of discipline or motivation—it’s a lack of margin, support, and brain-friendly tools. When you stop blaming yourself and start working with your brain, everything starts to feel more manageable.

Any time you catch yourself thinking, “I should be better at this,” or “What’s wrong with me?”—pause. 

Instead of going into blame mode, ask yourself this instead:  “What would support look like right now?”

Whether it’s taking a five-minute break, setting one small boundary, or crossing something off your list that doesn’t matter—give your brain the margin it’s craving. Start there, and notice what changes.

When you stop seeing yourself as the problem and start giving your brain what it actually needs, everything begins to shift. You’re no longer fighting against yourself—you’re working with yourself in a smarter, more sustainable way.

Okay, as I finish up, let me pull back the curtain and share a personal story of how I had to learn this the hard way too.

Pulling Back the Curtain

Now let me pull back the curtain…

There was a time in my career when I honestly thought I just wasn’t cut out for this work. I was always behind, always tired, and always wondering why I couldn’t seem to keep up the way other people did.

I remember one week in particular—I had a full workload, a tax deadline coming up, and my kids needed me for a few things at school. I tried to push through like I always did, but one night I found myself sitting in the dark in my kitchen, just staring at my laptop and thinking, “I can’t do this anymore.”

What hit me hardest wasn’t the amount of work—it was the constant voice in my head telling me I should be better at handling it all. That voice said I needed to try harder, be more organized, stop complaining. And for years, I believed it.

But what I’ve learned since then is that voice isn’t the truth—it’s just a thought pattern. It’s my brain trying to protect me by pushing me to keep going. It meant well, but it didn’t help.

The shift happened when I stopped blaming myself and got curious instead. I started learning how my brain works under stress. I started building in more margin. I stopped treating myself like a machine that needed to work harder and started treating myself like a human who needed real support.

And everything changed.

If you’ve ever felt like I did in that kitchen—tired, overwhelmed, and wondering what’s wrong with you—please hear this: You are not the problem. You just haven’t been taught how to manage your brain yet.

That’s why I created The Smarter Accountant Quiz—to help accountants like you finally see what’s getting in your way and what your brain actually needs to manage time smarter.  You can take it at www.thesmarteraccountant.com.  

After you take the quiz, you’ll have the chance to schedule a free 30-minute call with me. We’ll talk about your current struggles and how to turn things around. You can schedule that call at www.thesmarteraccountant.com/calendar. 

And if this episode helped you, share it with another accountant who might need to hear they’re not the problem either. Because sometimes, all it takes is hearing those words to finally start changing everything.

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

Before we dive into today’s episode, I want to do something most coaches don’t — I want to talk about the cost of working with me.

If you’ve ever thought about reaching out or scheduling a consultation call but hesitated because you assumed it would be too expensive, I get it. You’re not alone — I’ve had a number of people tell me they waited because they thought coaching would be a huge investment of time and money.

The truth is, a lot of coaching programs out there are expensive. Many are structured to keep you working with a coach for months — or even years — at a time. And for some people, that might make sense.

But I’m a CPA. I know how accountants think, and I know what matters most to you — results, efficiency, and value. That’s exactly why I’ve designed my programs to be affordable, time-efficient, and highly effective.

The Smarter Accountant Program is just 6 weeks and costs $995.

The Smarter Accountant Time Management Program is 4 weeks and costs $795.

That’s it. No hidden upsells, no long-term commitments. Just focused, powerful coaching that helps you solve the real issues getting in your way.

And honestly, the results are priceless. Feeling in control of your time, your career, and your life — that’s not just worth the investment… it’s why I do this work.

So if you’ve been on the fence, worried about what it would cost — now you know. And if today’s episode resonates with you, I hope you’ll schedule that call.

Have you ever been told, “Just keep your head down, do good work, and people will notice”?

It sounds like solid advice, right? The kind of thing that seems smart and simple when you’re first starting out in your career.

But the more I think about it, the more I realize how wrong it can be—especially for accountants.

We’re trained to work hard, stay focused, and follow the rules. So when someone tells us to keep our heads down and do our job well, it feels like the right thing to do.

But what happens when you do all of that and still feel stuck?

What happens when no one seems to notice all the effort you’re putting in?

I was thinking about this recently because I read something in an email that said almost the exact same thing—that this was the worst career advice someone had ever received. And I have to admit, it hit home.

It made me think about how many of us have followed that advice without even questioning it.

We assume that being quiet and hardworking will eventually pay off. That someone will come along, tap us on the shoulder, and say, “Hey, you’ve been doing a great job—here’s your promotion or more money.”

But that’s not always how it works, is it?

Sometimes being the hardest worker in the room just makes you the most tired—not the most recognized.

And that can feel frustrating, confusing, and even a little lonely.

Because deep down, you know you’re good at what you do. You know you care, you show up, and you’re doing your best.

So why does it sometimes feel like you’re invisible?

Why do others seem to get ahead while you’re still waiting to be noticed?

If you’ve ever asked yourself those questions—or even just had that quiet thought of, “Why doesn’t anyone see how hard I’m working?”—you’re not alone.

This is something I’ve seen come up again and again with coaching clients. It’s something I’ve experienced myself too.

And the truth is, that simple piece of advice—keep your head down and do good work—might actually be what’s holding you back.

So let’s talk about it. Let’s talk about why that advice can lead you in the wrong direction, and what it might be costing you without you even realizing it.

Because if you’re feeling stuck or unseen, there’s a reason for it—and it’s not what you might think.

Why “Just Work Hard” Isn’t Enough Anymore

For years, many accountants have been told that the secret to success is simple: work hard, stay late, and follow the rules. We’re taught to be dependable, accurate, and low-maintenance. And while those are great traits, they’re not always the ones that get noticed.

You might think that being the person who never complains, who always gets the job done, and who keeps their head down is the best way to move up. But that’s not how it usually works. In fact, it can sometimes have the opposite effect.

When you don’t speak up or show up in a bigger way, people may assume you’re fine exactly where you are. You might be seen as reliable but not necessarily leadership material. Or you might be quietly passed over for opportunities simply because no one realizes you’re ready for more.

It’s not that people don’t value your work—it’s that they don’t see it. And if they don’t see it, they can’t recognize your full value.

This doesn’t mean you have to brag or become someone you’re not. But it does mean you need to stop hiding behind your hard work and start stepping forward a little more.

Because working hard in silence won’t automatically lead to success. And waiting to be noticed can leave you feeling resentful, overlooked, or stuck.

So if you’ve been doing everything “right” and still not getting where you want to go, this might be the reason.

In the next section, let’s look at why this quiet approach to your career can actually be a problem—and what it might be costing you without you even realizing it.

The Real Cost of Staying Quiet at Work

When you keep your head down and focus only on doing good work, it can seem like the right thing to do. But over time, it can start to feel like you’re invisible.

You might notice other people getting recognized, promoted, or trusted with bigger projects—even if you’re the one doing most of the heavy lifting behind the scenes.

That can feel unfair. And it’s easy to start thinking something is wrong with you when really, you’re just not being seen.

Staying quiet at work can also come with a big cost. It can hold you back from earning more money, from taking on work that actually excites you, or from being included in important conversations and decisions.

It can even affect how you feel about yourself. You might start questioning your worth, wondering if you’re doing something wrong, or feeling like you’re stuck in a role that doesn’t fit anymore.

And when those thoughts start taking over, it becomes harder to feel confident or motivated.

The truth is, being the “best kept secret” doesn’t help anyone—not you, and not the people who could benefit from what you bring to the table.

If you want to grow in your career, you have to be willing to be seen.

In the next section, I’m going to explain what’s really going on in your brain when you stay quiet and why visibility can feel so uncomfortable—even when you know it’s what you need.

The Brain Science Behind Why You Stay Invisible

If you’ve been playing small or staying quiet at work, it’s not because you’re lazy or don’t want more. It’s because your brain is trying to protect you.

Your brain’s main job is to keep you safe. And for your brain, safety often means staying comfortable, avoiding risk, and not drawing too much attention.

Putting your head down and doing good work feels safe. It’s predictable. It doesn’t invite judgment, rejection, or embarrassment. So your brain thinks, “Great, let’s keep doing this.”

But being seen? Speaking up? Asking for more? That feels risky. Your brain sees that as a threat, even if you know it could help your career.

For example, maybe you want to speak up in a meeting and share an idea, but something in your body freezes. Or you think about asking for a raise, but you feel nervous and end up putting it off. 

Even writing a short message on LinkedIn can feel like too much. That’s not because you’re not capable—it’s because your brain is trying to keep you from doing something unfamiliar.

Your brain would rather you stay in the role you know, even if it’s not the one you want. It doesn’t understand growth—it understands comfort. And that means it will push you to avoid anything that feels too new or uncertain.

This is totally normal. There’s nothing wrong with you if being visible feels hard. Your brain is wired to choose comfort over growth unless you give it a new job to do.

The good news is, you can train your brain to handle visibility without shutting down or pulling back.

Next, I’ll share a story about a coaching client who struggled with this exact issue—and how things changed once she stopped being the best kept secret.

Becoming a Smarter Accountant: Not Following Bad Advice

One of my coaching clients once described herself as “the go-to person no one ever talked about.” She was the one fixing mistakes, staying late, and making sure nothing fell through the cracks—but still, she felt overlooked.

She told me that when promotions came around, she was always passed over. Not because she wasn’t good enough, but because no one really saw her. She wasn’t someone who spoke up in meetings or shared her wins, and she never asked for more—not more pay, more responsibility, or more recognition.

Her brain had her convinced that doing great work in silence was the right move. She thought it would speak for itself. But instead, she ended up feeling stuck and a little resentful.

So in our coaching sessions, we worked on shifting that. She started by simply writing down what she accomplished each week—just for herself at first. Then she began finding small ways to speak up—thanking a teammate in an email thread or sharing a short update in a meeting.

Little by little, her mindset started to shift. She stopped waiting to be noticed and started showing up more—still in a way that felt natural, but no longer invisible.

By the time we wrapped up our sessions, she had been given a leadership role on a new project. Not because she suddenly changed who she was, but because she stopped hiding.

The bottom line is that you don’t have to be loud or flashy to be valued. But you do have to be willing to step forward and be seen.

In the next section, I’ll recap what we’ve covered and give you a few key reminders to take with you—especially if you’ve been quietly waiting for your work to speak for itself.

Key Takeaway and Action Item

The key takeaway is that when you spend your career waiting to be noticed, you give up control. You hand your future over to chance and hope that someone eventually sees your value.

But visibility isn’t about bragging. It’s about ownership. It’s about being clear on what you bring to the table—and making sure the right people know it.

You can still be humble and be seen. You can still be helpful and have boundaries. The two are not opposites.

When you become more visible, you’re not just helping yourself—you’re helping your team, your clients, and your organization benefit from everything you have to offer.

Your work matters, but people need to know you matter too.

So here’s a question to ask yourself: “If no one ever noticed my hard work—would I still keep doing things the same way?”

It’s not an easy question, but it’s an important one. If your answer makes you pause, that might be a sign that something needs to shift. Not your work ethic—but the way you show up and share the value you bring.

In the final section, I’ll pull back the curtain and share my own experience with being the “best kept secret”—and what changed when I finally let go of that old advice.

Pulling Back the Curtain

I remember early in my career being told to just keep my head down and work hard. And I did exactly that. I stayed late, said yes to everything, and made sure my work was always done right.

At first, it felt like the right thing to do. I thought my dedication would speak for itself. I assumed people would notice and reward me for how reliable I was.

But they didn’t.

Looking back, I can see what that advice really cost me—missed opportunities, slower growth, and years of feeling like I had to prove myself over and over without ever really being seen.

Instead, I watched others get promoted or praised—people who weren’t necessarily better at the job, but who were better at being seen. And I started to feel frustrated. I was doing everything I thought I was supposed to do, and it wasn’t getting me anywhere.

It took me a long time to realize that doing great work quietly wasn’t enough. I had to stop waiting to be discovered and start showing up differently.

Not louder. Just more intentional.

One of the biggest shifts came a few years ago when the small firm I worked for merged with a mid-sized firm. I had been with my firm for over 20 years, and suddenly, there was a new partner who didn’t know me or what I brought to the table.

During my first year-end review with him, I knew I had a choice—I could either keep my head down and hope he noticed, or I could speak up and tell him exactly who I was and why that mattered.

So I did. I told him how I’d been a steady, reliable presence for over two decades. I explained how much continuity I provided for the clients during the merger, how they leaned on me because I was familiar and dependable. I made it clear that I wasn’t just another employee—I was someone who helped make the transition smoother and kept the firm running strong.

And you know what? He heard me.

It wasn’t awkward or uncomfortable—it was honest. And it gave him a new level of appreciation for what I do and how I do it.

In fact, at my last year-end review, I came with a list of things I was able to accomplish despite dealing with cancer and chemo.  I even joked that they probably should throw me a parade for how I was able to handle everything as well as I did.

That’s the power of choosing to be seen.

Now, as a coach, I see so many accountants doing exactly what I used to do—working hard in silence and wondering why they feel stuck.

So if that’s you, I want to help. Start by taking The Smarter Accountant Quiz at www.thesmarteraccountant.com. It will help you see if you’re underutilizing your brain in ways you may not even realize. And once you do, you can schedule a free 30-minute call with me so we can talk about how to stop being the best kept secret.

Because being smart, capable, and hardworking is a great start. But being a Smarter Accountant? That’s when everything changes.

And of course, if you know another accountant who needs this message, please share this episode with them. The more of us who learn to work smarter—not harder—the better this profession becomes.

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

Before I get started, I’m not sure if you know that every week I do an additional podcast episode in a segment I call “Smarter in 5 Minutes.”  Sometimes the biggest breakthroughs come from the smallest shifts. That’s the idea behind Smarter in 5 Minutes, a weekly mini-episode series from The Smarter Accountant Podcast. 

Each short episode is designed for busy accountants who want quick, practical ways to understand how their brain works—and how to use it to work smarter, not harder. In just five minutes, you’ll learn why your brain reacts the way it does to things like stress, procrastination, overthinking, and a packed calendar, and what to do differently so you can stay focused and in control.

These episodes aren’t about more theory or long lectures. They’re quick, brain-based insights you can actually remember and use in the middle of a hectic day. 

Think of them like your weekly reset button: five minutes to step back, reframe what’s happening in your brain, and choose a smarter way forward. If you’ve ever wished you had a coach in your ear during those tough moments at work, Smarter in 5 Minutes was created for you.

They are available on any podcast platform that carries The Smarter Accountant Podcast like Itunes, Spotify, Amazon Music, etc.  Take a listen and let me know what you think.

Have you ever noticed how hard it is to say “no” when someone needs something from you? Even when you’re already busy, it’s easy to feel like you should just squeeze one more thing into your day.

Most accountants are great at helping others. We’re the ones who jump in, figure things out, and try to make everything run smoothly. But sometimes that means we put ourselves last without even realizing it.

You might wake up with a plan for the day, but then emails, meetings, and other people’s requests take over. Before you know it, the day is gone, and your own priorities didn’t stand a chance.

It’s easy to think that being flexible and always available is a good thing. And sometimes, it is. But not if it leaves you tired, stressed, or frustrated at the end of every day.

If you’ve ever felt like there’s no line between your work and your life, you’re not alone. For a lot of accountants, the days just blend together—and the to-do list never seems to shrink.

And if you’ve ever had the thought, “I’ll get to my stuff after I finish everything for everyone else,” then you already know how easy it is to put yourself at the bottom of the list.

The truth is, when you try to do it all, you wind up doing less of what matters. Not because you’re lazy or disorganized, but because there’s only so much time and energy to go around.

You might not think of it this way, but saying yes to everything is really just saying no to yourself. And over time, that can take a toll on how you feel—both at work and at home.

Here’s the tricky part though: a lot of us don’t even realize this is happening. We’re so used to being helpful and dependable that we forget to check in with what we need.

What if the answer isn’t doing more, but making better choices about what you say yes to? What if your workday could feel more calm and less chaotic—not by changing your job, but by changing what you allow?

It’s not always easy to protect your time and energy, but it might be one of the smartest things you can do. Especially if you want to show up strong for the things and people that matter most.

So if you’ve been feeling stretched too thin or like your day is running you instead of the other way around, you’re in the right place. Let’s talk about what’s really getting in the way—and why it matters more than you might think.

Why Accountants Struggle to Set Boundaries

One of the biggest issues for accountants is not realizing they’re missing boundaries in the first place. When you’re always helping others, it can feel like you’re doing the right thing—even if it’s wearing you down.

Without meaning to, many accountants slowly give away their limits. It starts small. You say yes to one extra task. You answer emails at night. You take that one quick call on the weekend.

Before long, people expect you to always say yes. And you start to expect it from yourself too.

This can happen in so many areas—not just with time. Maybe you take on too much at work. Or maybe you keep quiet during meetings even when something bothers you. Maybe you don’t speak up when someone crosses a line because you don’t want to make things awkward.

Being reliable feels good. Being helpful feels right. But when those things come at the cost of your peace, your health, or your focus, that’s a sign something’s off.

Accountants are used to being the one who steps up. We carry a lot of responsibility. We want to be the person others can count on. But when we never give ourselves space to say no, to pause, or to ask for what we need, we end up running on empty.

The problem is, this starts to feel normal. You look around and see other accountants doing the same thing—working long hours, always available, always pushing. So you tell yourself it’s just part of the job.

But when there are no boundaries, everything feels urgent, and nothing feels fully done. You go through your day reacting instead of deciding. You spend more time putting out fires than focusing on what really matters.

It’s not that other people are trying to take advantage of you. Most of the time, they simply don’t know where your line is—because you haven’t shown them.

I tell my coaching clients all the time – you teach people how to treat you and you teach people how to treat your time.  The problem is that we don’t realize what we’re teaching them.

In other words, when you always say yes, always show up, and always push through, it sends a quiet message: “I don’t have limits.” And once that message is out there, it’s hard to take it back.

This isn’t about being selfish. It’s about being clear. And that clarity is what leads to more control, less stress, and better decisions—not just at work, but in every part of your life.

Now I want to get real and talk about the cost of not having boundaries.  We can’t afford to stick our heads in the sand any longer.

The Real Cost of Not Having Boundaries

When you don’t set boundaries, the lines between work and the rest of your life start to disappear. What was supposed to be a quick check of your email turns into an hour of catching up after dinner.

Even if you’re technically “off,” your brain doesn’t know how to shut off. It stays in work mode because you’ve trained it to always be alert, ready to respond, and never fully rest.

At first, you might not notice the toll it’s taking. You might just feel a little more tired than usual or a little more irritable. But over time, the pressure builds.

Without clear boundaries, everything starts to feel like too much. It’s harder to focus. It’s harder to care. And even small things can feel overwhelming.

You might even start to feel resentful—at your job, at your clients, or even at yourself. But you don’t know what to do differently because this is how things have always been.

That slow buildup leads to burnout. Not the kind that hits you all at once, but the kind that sneaks up day after day. The kind where you start dreading your work, even if you used to enjoy it.

And when your brain is constantly in stress mode, it’s hard to make good decisions. You might find yourself spinning in indecision, forgetting things, or struggling to keep up—even though you’re working more than ever.

Boundaries aren’t just nice to have. They’re how you protect your energy, your time, and your ability to do good work. Without them, everything gets harder, and nothing feels quite right.

So if boundaries are this important, why are they so hard to set? The answer is in your brain—and we’re going to talk about that next.

What Your Brain Has to Do With Setting Boundaries

Your brain doesn’t like change. It likes comfort, routine, and approval. So when you try to set a boundary—especially one that feels uncomfortable—your brain sees it as a threat.

Saying “no,” asking for space, or even just pausing before responding can feel scary. Not because something is actually wrong, but because your brain is wired to keep you safe by avoiding anything that might lead to rejection or conflict.

That’s why people-pleasing is so common among accountants (I’ll be doing a whole episode on this topic soon). It feels safer to say yes, go along with the request, and avoid rocking the boat. Your brain believes that keeping others happy will help you avoid trouble.

It also explains why you might feel guilty or anxious after setting a boundary. Even when it’s the right thing to do, your brain sends out an alert: “Wait! This is unfamiliar. We don’t know what will happen.” And that discomfort makes you question your decision.

Your brain has learned that being helpful and agreeable often leads to praise, approval, or a sense of safety. So when you start changing those patterns, it can feel like something is wrong—even when nothing is.

That feeling of unease is not a sign that you made a mistake. It’s just your brain doing what it’s designed to do: protect you from perceived risk. But in this case, the “risk” isn’t real—it’s just new.

The good news is, your brain can be retrained. The more you practice setting and keeping boundaries, the less uncomfortable it becomes. Your brain starts to see that you’re safe—and that your needs matter too.

Setting boundaries isn’t selfish. It’s smart. And once you understand that your brain might fight you on this at first, it’s easier to keep going—even when it feels awkward.

So now that you know why your brain makes boundaries feel hard, let’s talk about what smarter accountants do differently.

The 5 Boundaries Smarter Accountants Set

Once you understand why boundaries matter and why your brain pushes back, it becomes easier to set them with more confidence. Smarter Accountants don’t try to control everything—they focus on what they can protect. And that starts with five key boundaries.

1. Work Hours – Define your start and end times

When you don’t set a clear start and stop to your workday, your brain stays in “work mode” all the time. Smarter Accountants choose work hours and stick to them, whether they’re in the office or working from home.

Example: You can decide your workday ends at 6pm and stop checking emails after that time, even if something is still unfinished.

2. With Clients – Set response expectations

When you respond to every client request immediately, it teaches people that you’re always available. Smarter Accountants set clear expectations for response times, communication preferences, and what’s included in their services.

Example: You could let clients know you respond within 24 hours and only check emails twice a day, so they don’t expect instant replies.

3. Meetings – Limit and structure your calendar

Unplanned or excessive meetings can take over your day. Smarter accountants limit how often they meet, how long meetings run, and when they’re scheduled.

Example: You can set aside certain days or time blocks for meetings and keep them limited to 30 minutes whenever possible.

4. With Yourself – Protect focus, energy, and attention

This boundary is often the hardest because it’s about holding yourself accountable. Smarter Accountants block off time to focus, take breaks without guilt, and recognize when perfectionism or people-pleasing is taking over.

Example: You could block off a two-hour time slot each morning for focused work and silence notifications during that time.

5. Work-Life Balance – Guard personal time from work intrusion

Without a clear separation between work and life, everything starts to blend together. Smarter Accountants protect evenings, weekends, and personal time.

Example: You can plan activities after work that have nothing to do with your job—like dinner with family, going for a walk, or reading a book.

Each of these boundaries is a decision made in advance—one that helps you stay in control instead of constantly reacting. They’re not about building walls; they’re about creating space for what matters.

Next, I want to share what happened when one of my coaching clients finally started using these boundaries—and how it changed everything.

Becoming a Smarter Accountant: Setting Better Boundaries

One of my coaching clients came to me feeling completely overwhelmed. She was working long hours, answering client emails late at night, and saying yes to every meeting—even the ones she didn’t really need to attend. She thought this was just part of being a “good accountant.”

At first, she didn’t think she had a boundary problem. She thought she had a time problem. But after just a few sessions, she realized she wasn’t protecting any part of her day. Her time, her energy, and even her personal life were all wide open.

We started small. She picked one boundary to focus on: setting a firm end to her workday. No more checking email after 6pm. At first, it felt uncomfortable. She worried she’d miss something or let someone down.

But once she stuck with it for a week, everything started to shift. She slept better. She felt less anxious in the evenings. And surprisingly, no one complained. In fact, a few clients even started respecting her time more.

From there, she added one boundary at a time. She created “meeting-free” hours in her calendar. She added an auto-response letting clients know her typical reply time. And she blocked time for focused work in the mornings before diving into email.

Little by little, her stress went down and her productivity went up. She stopped feeling like her day was running her and started feeling in charge again. Most importantly, she had more energy left over at the end of the day—for herself, her family, and the parts of life she used to put last.

This wasn’t about becoming a different person. It was about giving herself permission to make better decisions—and letting those decisions protect her time, energy, and focus.

Now, let’s wrap up by going over the key takeaway and the five boundaries one more time so they’re fresh in your mind.

Key Takeaway and Action Item

If you’ve been feeling overwhelmed, pulled in too many directions, or like your day never really ends, it might not be about needing more time. It might be about needing clearer boundaries.

Smarter Accountants don’t wait for burnout to make a change—they set boundaries that protect their time, focus, and well-being. As you listen to this recap, think about the questions for each boundary and answer them as honestly as you can.

1. Work Hours

They decide when their workday starts and ends—and they stick to it.

Question to ask yourself: Do I have clear start and stop times, or am I working around the clock?

2. With Clients

They set realistic expectations for response times and availability.

Question to ask yourself: Am I teaching clients that I’m always available?

3. Meetings

They limit meetings and structure their calendar to avoid interruptions.

Question to ask yourself: Are my meetings helping me work better, or just filling up space?

4. With Yourself

They protect their own focus and energy—even from themselves.

Question to ask yourself: Am I giving myself space to focus, or constantly interrupting my own work?

5. Work-Life Balance

They guard their personal time just as carefully as their work time.

Question to ask yourself: Am I making time for life outside of work, or letting work take over everything?

The bottom line is that you don’t need to change everything overnight. But if you want to feel better, think more clearly, and actually enjoy your work again, start by setting just one small boundary—and honoring it.

To wrap up, let me pull back the curtain and share a personal story about how I learned the power of boundaries the hard way.

Pulling Back the Curtain

Let me take you back to a time when I had no boundaries…

When I first started working in public accounting, I didn’t even know what a boundary was—at least not one I was allowed to have. The culture was all about showing up early, staying late, and saying yes to whatever was asked. So that’s what I did.

At first, it felt like the right thing. I got praised for being dependable. I became the person people could always count on. But over time, it started to wear me down. I was exhausted, stressed, and secretly frustrated—but I didn’t think I had another option.

I remember one week during busy season when I worked ten days straight without a break. I didn’t set a single limit—not with my hours, my clients, or even myself. I told myself I could rest later, that this was just part of the job.

But that weekend, I completely crashed. I couldn’t think clearly, I was short-tempered with my family, and I felt like I had nothing left to give. That’s when it hit me—being available all the time wasn’t helping anyone, especially not me.

I wish I could say I made changes right away, but I didn’t. I went back to work that Monday and kept pushing. 

It took years—and a lot of personal growth—before I realized the power of boundaries. Not walls, not ultimatums. Just simple, clear decisions made in advance that protected me from overextending myself.

Now, I know better. I know how to say, “That doesn’t work for me,” without guilt. I’ve learned how to pause before saying yes. And I’ve learned that people respect your boundaries a lot more when you start respecting them yourself.

So if you’ve been working without boundaries, I get it. I’ve been there. But I promise—it doesn’t have to stay that way. You’re allowed to protect your time, your energy, and your peace of mind.

If this episode hit home for you, I’d love for you to take the Smarter Accountant Quiz at www.thesmarteraccountant.com. And if you’re ready to set better boundaries and finally feel more in control of your workday, let’s talk. You can book a free 30-minute call with me at www.thesmarteraccountant.com/calendar.

And of course, if you know another accountant who needs this message, please share this episode with them. The more of us who learn to work smarter—not harder—the better this profession becomes.

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

Before I get started I just wanted to mention that if you haven’t downloaded The Smarter Accountant’s Cheat Sheet For Better Time Management, you’re missing out.

See if you can relate to any of these typical issues: Never having enough time, things taking way longer than planned, procrastinating even when you know better, not knowing what to focus on first, never feeling done at the end of the day, getting interrupted all day long or your inbox is controlling your day.

If any of those resonate with you, I suggest downloading the cheat sheet because for each issue, I give you the Smarter Solution – what to do and why.  You can simply download the cheat sheet at https://thesmarteraccountant.com/cheat-sheet/

Do you ever get excited about a goal, only to feel stuck a few weeks later? You start off with the best of intentions, but something always seems to get in the way. One minute you’re motivated, and the next, you’re wondering why you ever thought this would work.

It might be a business goal, something for your health, or even just trying to work fewer hours. Whatever it is, it probably started with a strong feeling—like this is the time you’re finally going to figure it out. But then… life happens, and you’re right back where you started.

Maybe you’ve even told yourself things like, “I’m just not great at follow-through,” or “It’s too hard with everything else I have going on.” Believe me, I get it. When you’re already busy, trying to hit a goal can feel like one more thing on a never-ending list.

I used to think reaching a goal was all about having the perfect plan. You know, the one where you map everything out, color-code it, and tell yourself this time will be different. But then you miss a day, or you get behind, and suddenly, it feels like you’ve failed again.

It’s frustrating, isn’t it? You’re smart. You’re capable. You work hard. So why does getting from “I want to do this” to “I actually did it” feel so tricky?

The truth is, most of us were never taught how to really stick with a goal. We think it should come naturally. But in real life, it doesn’t always work that way.

We’ve got plenty of advice on how to set a goal, but not how to guarantee we’ll follow through no matter what.

The truth is, sometimes it’s not about trying harder—it’s about trying smarter. It’s about knowing how your brain works, what makes you quit, and what helps you keep going when things get messy. And yes, they always get messy.

Imagine what would be possible if you could set a goal and actually know you were going to follow through. Not just hope or wish—but truly believe you had what it takes to make it happen, even on the hard days.

What would that kind of certainty feel like? And what would it change in your work, your time, or even your confidence?

That’s what this is really about. Not just making goals—but knowing how to reach them, no matter what. If you’ve ever wondered why some goals stick and others slip away, you’re not alone. Let’s start by looking at what might really be getting in the way.

Why Most Goals Don’t Work for Accountants

A lot of accountants set goals. But most of those goals never actually go anywhere. They stay stuck in the “someday” category.

You might say, “I want to make more money,” or “I want better work-life balance,” or “I want to stop working weekends.” And those are good goals—but they’re also too fuzzy.

When goals are too vague, your brain doesn’t know what to do with them. It’s like giving directions without a real destination. You’ll stay busy, but you won’t move forward.

The truth is, a goal without a clear plan is just a wish. And when things get busy, wishes are the first thing to go.

This is where most accountants get stuck. Not because they don’t care, and not because they’re not capable. But because they haven’t been taught how to turn goals into something that actually works.

And without a simple way to follow through, even the best goals get lost in the day-to-day.

So if you’ve ever felt like you’re always setting goals but never quite getting there, you’re not the only one. And there’s a reason for that.

Let’s look at why that’s such a big problem by exploring the hidden cost of unfinished goals.

The Hidden Cost of Unfinished Goals

Every time you set a goal and don’t follow through, something happens that’s easy to miss—you start to lose trust in yourself.

At first, it might just feel like disappointment. But over time, it turns into doubt. You start thinking maybe you’re not disciplined enough, or maybe you just don’t have what it takes.

And when those thoughts take root, they quietly affect everything. You procrastinate more. You overwork to make up for lost time. And you start to feel stuck—like this is just how things are.

Even if you have good intentions, your brain remembers the times you didn’t follow through. So the next time you set a goal, it quietly whispers, “Why bother?”

That’s how the cycle builds. The more often it happens, the harder it is to break. And before you know it, goals start to feel like something other people achieve—but not you.

But here’s the thing: it’s not that you’re not capable. It’s that your brain is working against you—and you might not even realize it.

Let’s take a closer look at why your brain makes following through feel harder than it should.

Why Your Brain Fights Your Goals

You might think the problem is willpower. But the truth is, your brain is wired to avoid most of what goals require.

Your brain’s main job is to keep you safe and comfortable. That means it prefers what’s familiar—even if that familiar is stress, overworking, or burnout.

When you set a goal, it usually requires doing things that feel new or uncertain. And your primitive brain doesn’t like that. It wants quick wins, not long-term effort.

This is why things like checking email or helping someone last minute feel easier than sticking to your goal. They give your brain that quick reward, while your goal feels far away.

Another part of your brain, the Reticular Activating System (RAS), decides what to focus on based on what seems important. If your goal isn’t clear, your RAS doesn’t know what to look for—so it gets distracted by everything else.

Then there’s something called loss aversion. Your brain naturally fears losing something—like time, status, or approval. So instead of taking bold action, it quietly nudges you to play it safe and do nothing.

The result is that you stay stuck in a cycle of busy work, vague plans, and goals that never really get moving.  But once you understand how your brain works, you can use it to your advantage.

Let’s talk about what smarter accountants do differently when it comes to setting and reaching their goals.

What Smarter Accountants Do Differently

Some accountants actually reach their goals—and it’s not because they’re more motivated or have more hours in the day. It’s because they follow a simple process that actually works.

Let me share the 4 step process that I’ve used and that I work with my coaching clients on:

Step #1 – Define the goal clearly and understand why you want to achieve the goal.

Most goals are way too vague. Your brain needs something specific to focus on.

So instead of saying, “I want to grow my business,” you’d say, “I want to sign 3 new monthly clients by September 30.”

Instead of, “I want to work less,” it becomes, “I want to stop working after 6pm at least three nights a week.”

Instead of, “I need better boundaries,” you say, “I’ll only check email at 10am and 3pm.”

When your goal is clear like that, your brain can finally get to work helping you.

But there’s one more piece that’s just as important—you need to know why this goal matters to you.

Having a strong “why” gives your brain a reason to keep going when things get hard or uncomfortable.

I always recommend coming up with three compelling reasons why you want to reach this goal. Not just surface-level stuff like, “It would be nice.” Real reasons.

• Maybe it’s so you can stop working weekends and finally enjoy time with your family.
  
• Maybe it’s because you want to feel more confident raising your rates.
  
• Maybe it’s because you’re tired of feeling stuck and you’re ready for something better.

Whatever it is, write it down. When you start to waver—and you probably will—you can come back to those reasons and remind yourself why this matters.

A clear goal plus a clear why is how you set yourself up for success from the very beginning.

Step #2 – List every possible obstacle.

Don’t skip this part. Most people do, and that’s when they get tripped up later.

Think about what’s likely to get in your way. And be honest.  I suggest coming up with at least 5 obstacles that have either gotten in the way in the past or that you anticipate will get in the way in the future:

• Maybe you tend to procrastinate when you’re overwhelmed.
  
• Maybe you say yes too quickly and then regret it later.
  
• Maybe you’re afraid to raise your rates, or you think clients will get upset if you push back.
  
• Maybe you’re just short on time and your calendar’s already packed.

Whatever it is—write it down. No filtering. No judging.

Step #3 – Come up with a strategy for each obstacle.

This is where things start to shift. And here’s the trick: almost every obstacle falls into one of three buckets. It’s either something you need to do, something you need to learn, or something you need to get coached on.

For example:

• Obstacle: “I never have time.” → The solution might be to do a quick calendar audit and cut one low-value task a day.
  
• Obstacle: “I don’t know how to market my services.” → The solution might be to block off an hour to study how other accountants do it.
  
• Obstacle: “I feel guilty saying no.” → The solution here is coaching—because that guilt isn’t going to go away just by reading another book.

Here’s a quick warning about the “learn” category: it’s very easy to use learning as a crutch instead of a tool. I see this all the time with accountants. They sign up for another CPE course, download another webinar, and feel like they’re making progress—when really, they’re just avoiding action.

Learning has its place. But if you’re always collecting information and never using it, that’s passive action—not real progress. Be honest with yourself about whether you really need to learn something—or if you’re just stalling.

And when it comes to coaching, here’s the truth: your brain will not be on board with a lot of the strategies and actions you’ll need to take to reach your goal. That’s normal. Your brain is wired to resist change.

That’s why coaching is so important. It helps you deal with the mind drama, the self-doubt, the fear, the excuses—everything that bubbles up the minute you try to do something new. Coaching helps you stop spinning and start moving forward, even when it feels uncomfortable.

So yes, you’ll need some actions. Maybe a little learning. But chances are, you’ll need more coaching than you realize—because without managing your mind, even the best plan won’t go very far.

Step #4 – Schedule and follow through.

With this last step, it’s not just scheduling and following through on the task—Smarter Accountants also schedule the feeling they need to follow through.

This part is key, and it’s something most accountants completely overlook. We think we just need more discipline. But what we really need is to feel a certain way on purpose—focused, determined, committed, even calm.

So when you’re planning your week, don’t just write down the task like, “Work on pricing proposal at 2pm.” Ask yourself, “How do I need to feel in order to do that?” Then write that in, too.

For example, maybe you write: “2pm – Work on pricing proposal (feeling: confident).”

That way, when the time comes, you’re not waiting for the right mood to magically show up. You’ve already decided how you need to feel—and your job is to create that feeling before you begin.

You might do that by choosing a helpful thought like, “I know my value,” or “This doesn’t have to be perfect, it just needs to get done.”

Smarter Accountants don’t leave follow-through up to chance. They plan for resistance. They expect to not feel like doing the thing—and they still show up for it, because they’ve already decided how they want to feel going in.

And yes, sometimes things come up. But they don’t cancel just because something’s uncomfortable or inconvenient. They only adjust when there’s a real reason—not because they’re tired or unsure or nervous.

This step is the difference between hoping you’ll follow through… and knowing you will.

Now, let me show you how one of my clients used this process—and what happened when she made that emotional piece part of her plan.

Becoming a Smarter Accountant: Successfully Achieving Her Goal

I once worked with a client who came to me feeling completely stuck. She told me, “I just want to grow my business.” That was her goal—but she had no idea what that actually meant or where to start.

She kept trying different things. Posting on social media here and there. Tweaking her website. Thinking about networking. But nothing really changed. She felt like she was always busy, but not getting anywhere.

During one of our sessions, I asked her to get specific. What exactly did she want? That’s when she set a clear goal: sign 3 new advisory clients in 90 days. Now we had something to work with.

Then I asked her why this goal mattered. Why 3 advisory clients? Why now? At first, she paused, but then it clicked—she was tired of relying only on tax season income. She wanted more stability, more control, and more time to actually breathe. That became her “why.”

We wrote down three solid reasons she wanted to reach this goal, and she kept them where she could see them. So anytime she felt doubt creeping in, she had a reminder of why this mattered to her—and that helped her stay grounded when things felt hard or uncomfortable.

From there, we listed out every possible obstacle that might get in her way. Fear of rejection. Not knowing what to say on a sales call. Worry that her pricing was too high. Feeling like there wasn’t enough time. We wrote it all down—no editing, no judgment.

Then we went through each obstacle and came up with a simple strategy. Some things she needed to do, like block out time for outreach. Some things she needed to learn, like how to talk about her offer in a way that felt natural. And some things she needed to get coached on, like the fear of seeming “pushy.”

She didn’t try to feel motivated every day. She followed the plan we put on her calendar. She picked the emotion she wanted to feel before each action—things like focused, brave, or calm—and practiced generating that feeling on purpose.

And the best part was that she successfully reached her goal in an easier way than she had ever tried before.

Three new advisory clients in 90 days. But more than that, she felt in control. She wasn’t spinning anymore. She was moving forward.

What changed wasn’t just the goal—it was the way she approached it. That’s what made her a Smarter Accountant.

Now that we’ve seen what’s possible, let’s wrap up with the biggest takeaway from today’s episode—and a question for you to think about.

Key Takeaway and Action Item

The smartest accountants don’t just set goals and cross their fingers. They make success feel possible—because they take their brain into account from the very beginning.

They get clear on exactly what they want. They expect obstacles to show up. And instead of giving up or getting stuck, they create a plan for how to move through them.

They don’t rely on motivation or wait for the “right time.” They rely on the decisions they’ve already made—and they trust themselves to follow through.

That’s what separates spinning in circles from steady progress.

Now it’s your turn to check in with yourself.

This week, ask yourself, “What’s one goal I’ve been putting off because I didn’t believe I could actually achieve it—and what’s one obstacle I could solve for today?”

Don’t try to figure out the whole path. Just look for one thing you can make easier right now. That one shift could be the start of something bigger than you realize.

The bottom line is that reaching your goals doesn’t have to feel like a constant uphill battle. Once you understand how your brain works and start planning with that in mind, things get so much easier. You stop second-guessing yourself, you stop spinning, and you finally start seeing real progress—even when life feels busy or unpredictable.

You’re already capable of more than you think. And when you follow a process that works with your brain, not against it, success becomes something you can count on—not just hope for. 

Whatever goal has been sitting on the back burner, now is a great time to bring it forward and give yourself the tools to actually follow through.

Pulling Back the Curtain

Pulling back the curtain for a minute…

When I decided to write and publish my book, The Smarter Accountant, I gave myself one year to get it done and have it delivered by Amazon to my mailbox. That might sound like a solid plan, but at the time, I had no experience in publishing—and a lot of doubts. 

I was working as a CPA, taking an advanced coaching course, doing a different weekly podcast, coaching accountant entrepreneurs.  I had no idea where to start, and part of me wondered if I could actually pull it off.

But I used the exact four-step process I shared with you today. I got clear on the goal: finish and publish the book by July 31, 2022. 

I listed every obstacle I could think of—finding the time to write, imposter syndrome, learning the publishing process, fear of putting myself out there—and then I made a plan for each one.

Some things I needed to learn, like how self-publishing works. Some things I needed to do, like block out writing time on my calendar. And some things, like the fear of not being good enough, I had to get coached on more than once. 

I didn’t wait to feel motivated. I picked the feelings I wanted to have—committed and determined—and I practiced that feeling every time I sat down to write.

And let me tell you, the book didn’t get written because I was super inspired every day. It got written because I followed through on a plan, even when I didn’t feel like it. That’s how it works. Not with perfect conditions, but with consistent decisions.

I’m happy to say that the book was delivered to my mailbox by Amazon two days earlier than my goal and I literally cried as I held it in my hand.  I guaranteed success by following the steps I shared with you but also by managing the heck out of my brain along the way.

So whether your goal is big like writing a book or simple like reclaiming your evenings, I want you to know it’s possible. And you don’t have to do it alone.

If you haven’t already, take The Smarter Accountant Quiz at www.thesmarteraccountant.com. It’ll help you see where your current habits might be working against you.

And if you’re ready to stop spinning and start moving forward, schedule your free 30-minute call with me at www.thesmarteraccountant.com/calendar. I’ll help you figure out your next best step.

And if this episode gave you something to think about, share it with another accountant who might need to hear it. The more of us who learn to work with our brains, the better this profession gets for everyone.

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