Category: Podcast

We all experience those days when motivation seems impossible, but what happens when those uninspired days turn into weeks and months? Navigating through extended periods of low motivation can be particularly challenging, especially for accountants.

Unfortunately, maintaining a strong work ethic becomes an uphill battle when your job fails to inspire you. So, what’s the solution?

This is where the Motivational Triad comes in, a brain science concept that explains why we do and don’t do what we do. 

The truth is that your brain is naturally wired to seek pleasure, avoid pain, and to conserve energy. Understanding this triad and learning how to leverage it can be the key to unlocking increased motivation in your life.

In the world of accounting, where we deal with complicated work day in and day out, understanding what drives us, motivates us, and gets in the way can be a game-changer. 

For example, let’s say you’re in the middle of a complex financial analysis. Since your brain craves immediate pleasure, you might find yourself checking email rather than focusing on the task at hand.  

And since your brain likes to avoid pain, it might overanalyze for fear of making a mistake.  And finally, because your brain wants to conserve energy, it will resist any part of the financial analysis that is unfamiliar and might take more effort than usual.  

The thing is that as accountants, we face daily challenges that push against the Motivational Triad, making it challenging to get accounting work done.  Whether it’s meeting tight deadlines, addressing discrepancies, or managing workloads efficiently, it’s incredibly important that all accountants understand the Motivational Triad better.

As I’ve said before in previous episodes, this podcast is the place where brain science meets accounting.  What I teach isn’t taught in any accounting classroom or CPE seminar.

Which is why this week’s episode is all about helping you unlock a new level of motivation and success in your accounting career.  Whether you’re a seasoned accountant looking for fresh insights, or just starting out and want to enhance your skills, I promise this episode will be a valuable resource. 

Understanding The Motivational Triad

When you understand the Motivational Triad, you understand the fundamental drivers of human behavior.  In other words, you understand what makes you tick. 

The truth is that the instinct to seek pleasure is woven into our very essence. We are naturally drawn to activities that bring us joy, fulfillment, and a sense of achievement. 

This pleasure-seeking instinct extends beyond the boundaries of professions, influencing how we approach challenges and experience satisfaction from our accomplishments.  In other words, our brains are drawn to things that bring us pleasure, whether those things are helpful or not.

In accounting, this instinct happens when we do what we’re trained to do. It’s the joy of solving financial puzzles and optimizing processes that lights up our motivation to seek pleasure.

The second instinct, to avoid pain, is a survival mechanism that’s been with us since humans lived in caves.  Whether professionally or personally, humans are wired to steer away from discomfort, challenges, and potential threats. 

This avoidance instinct plays a pivotal role in shaping our decisions and actions.

In the accounting domain, meeting tight deadlines and addressing financial discrepancies are prime examples where the instinct to avoid pain comes into play. The initial stress and discomfort associated with these challenges highlight the universal nature of the pain-avoidance instinct.

The third instinct, conserving energy, is also a fundamental aspect of human survival. Our bodies are designed to operate efficiently, preserving vital resources for essential functions. 

This energy-conserving instinct is a driving force for how we allocate our mental and physical efforts across various tasks.

In the context of accounting, automating repetitive tasks and optimizing workflows align with the instinct to conserve energy. The aim is to streamline processes which allows us to allocate our cognitive resources more effectively.

While the Motivational Triad is helpful in understanding what motivates us, it’s also just as important to understand how these human instincts collide with the specific challenges faced by accountants.

A better understanding of the Motivational Triad will explain why accounting work can be challenging, but also what to do about it.

The Pleasure Principle in Accounting

Now let’s dive deeper into each part of the Motivational Triad and learn how to leverage each motivator.

The first motivator is seeking pleasure.  The truth is that finding pleasure in the daily grind can be a game-changer, especially for accountants.

Let’s be honest – a lot of the work we do as accountants is not pleasurable, it’s often challenging, and can sometimes be boring.  Unfortunately, that becomes a big problem for our brain and the Motivational Triad.

This explains why we can fall into the trap of procrastination.  When our brain is not on board with the work we have to do because it’s not seeing the work as pleasurable or it sees it as challenging or boring, our brain would rather avoid it and do something else that it finds pleasurable.

I often joke that email is an accountant’s drug of choice, but that’s because of the Motivational Triad.  Our accountant brain would rather check email than figure out that complicated 1031 exchange calculation.

So what can you do to get your brain more on board with accounting work when a lot of the work we do goes against the Motivational Triad?  The first step is setting achievable milestones.

For example, let’s say you have a complicated tax return to complete.  To align with the Pleasure Principle and use the Motivational Triad to your advantage, it’s incredibly helpful to get your brain on board by breaking it down into bite-sized milestones. 

Instead of viewing the entire tax return as a daunting mountain to climb, conquer it step by step. Celebrate each mini-victory, enjoying the pleasure of overcoming challenges.

Transforming a complicated tax return into manageable milestones not only aligns with the Pleasure Principle but also taps into the satisfaction of progress. 

The second step of the Pleasure Principle is recognizing achievements.  Your brain thrives on acknowledging and celebrating achievements, big or small. 

In the accounting realm, where attention to detail is important, recognizing your successes becomes pivotal.

For example, let’s say you’ve meticulously conducted an audit, ensuring accuracy and uncovering valuable insights. To tap into the Motivational Triad you need to take a moment to own your accomplishment. 

Recognize the effort invested, celebrate the successful completion of audits or reports, and share the joy with your team.

Acknowledging achievements is not just a pat on the back; it’s a powerful motivator. It transforms the routine into a source of pleasure, creating a positive feedback loop that propels you forward. 

Whether it’s a balanced budget or a comprehensive financial report, recognizing these achievements gets your brain on board and transforms the demanding nature of accounting work into a fulfilling experience.

To help add more pleasure into your accounting work, consider these strategies:

Personalize Milestones: Look for ways to align your goals with your strengths and interests within accounting. Find pleasure in the specific aspects that resonate with you.

Create a Celebration Ritual: Develop a ritual for celebrating achievements, whether it’s a team lunch, a virtual toast, or a simple acknowledgment. Creating a positive association with accomplishments gives your brain a chance to make the connection between pleasure and accounting work.

Share Success Stories: Engage with others by sharing success stories. Celebrating collective achievements fosters a sense of camaraderie and mutual support.  Whether it’s posting something on LinkedIn or sharing with a coworker, sharing success can be an amazing motivator for your brain.

The truth is that by leveraging intrinsic motivators and incorporating these strategies, you can turn your brain’s natural desire for pleasure into your ally, transforming accounting work into a source of joy and accomplishment.

It truly doesn’t have to be a daily grind or drudgery when you learn how to tap into the Motivational Triad.

The Pain Avoidance Instinct 

Now let’s dive deeper into the second motivator in the Motivational Triad and learn how to leverage it.  This second motivator is all about avoiding pain.  

As I shared before, a lot of the work we do as accountants is not pleasurable and unfortunately, can be perceived as painful.  Tasks like complicated analysis, meeting tight deadlines, or addressing discrepancies may trigger the Pain Avoidance Instinct. 

Unfortunately, the discomfort associated with these tasks can lead to avoidance behaviors, negatively affecting productivity and causing stress.

The interesting thing is that in the realm of time management, our brain’s natural avoidance of pain becomes a significant challenge.  Balancing the demands of the job with the instinct to avoid perceived pain creates a unique challenge. 

For many of my coaching clients, this avoidance of pain often affects their time management skills.  Here’s the thing – when tasks are perceived as painful, the natural inclination is to postpone or avoid them altogether. 

While you might feel a momentary sense of relief, this pain avoidance behavior can lead to a backlog of work and increased stress. The Pain Avoidance Instinct, if left unchecked, becomes a stumbling block in effective time management for all of us.

So what can we do to deal with the pain avoidance instinct?  Here are some strategies to consider:

Task Breakdown: To get your brain’s cooperation, break down larger, potentially painful tasks into smaller, more manageable steps. This not only aligns with the Pain Avoidance Instinct by making tasks seem less daunting but also provides a roadmap for progress.

Reward Systems: Implement a reward system for completing challenging tasks. Associating a positive outcome with completing a perceived painful task can shift your brain from avoidance to accomplishment.

Professional Development: Invest time in learning new skills and technologies that can alleviate the pain associated with tedious tasks. Embracing innovation and staying updated can transform how certain aspects of the job are perceived.

Collaboration and Support: Seek support from colleagues, mentors, and coaches, and engage in collaborative problem-solving. Sharing the load and gaining insights from others can make challenging tasks feel less burdensome.

Understanding the Pain Avoidance Instinct is the first step in overcoming its impact on accounting work. By implementing strategic approaches and reframing the perception of certain tasks, you can transform your natural tendency from avoidance into engagement.

The truth is that when you make your work less painful, you make your time more manageable.  

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The Conserving Energy Motivator

Now let’s dive deeper into the third and final motivator in the Motivational Triad and learn how to leverage it.  This third motivator is all about conserving energy.

In accounting, where time is of the essence, conserving energy is vital for being efficient and having a sustainable accounting career. Unfortunately, the demanding nature of accounting tasks and the constant need for meticulous attention can lead to burnout if energy conservation strategies are not implemented effectively.

Therefore, finding ways to strategically allocate energy becomes a cornerstone for accountants seeking to not only excel in our current tasks but also maintain a long and fulfilling career.

So let’s explore specific time management strategies that align with the Motivational Triad’s Conserving Energy principle, ensuring that we can be productive without paying a cost.

Let’s say you have a number of client requests that require attention. Just the act of writing everything down, deciding what’s a priority, and then calendaring it, you actually conserve mental energy that might have been otherwise scattered across various tasks.

The truth is that prioritization allows us to focus our energy on high-impact tasks, ensuring that the limited resources, both mental and physical, are utilized effectively. When it comes to accounting work, you want your brain to be as cooperative as possible.

Make sure you regularly assess and prioritize tasks based on impact and ease.  Tackling easy, high-impact tasks first, aligns with the Conserving Energy principle, creating momentum and ensuring that essential tasks receive attention first.

The second strategy for conserving energy is delegating appropriately.  The truth is that the skill of delegation is a cornerstone of conserving energy and maximizing efficiency. 

While we often find ourselves drowning in various responsibilities, not every task requires our direct attention.

For example, consider routine data entry tasks that are essential but don’t necessarily demand the specialized expertise of accountants. Delegating these to capable support staff not only frees up your time for more complex challenges but also aligns with the Conserving Energy principle.

It’s important to establish a framework for delegation, identifying tasks that can be effectively handled by support staff or team members. This not only optimizes energy conservation but also creates a sense of collaboration.

Hopefully you can see that by aligning time management strategies with the Conserving Energy aspect of the Motivational Triad, it allows you to streamline your work and optimize efficiency.  I say this to my time management coaching clients all the time, but in order to better manage your time, you have to first manage your mind.

Understanding your brain’s need to conserve energy will make your time management much more effective.

Becoming a Smarter Accountant: Using The Motivational Triad To Your Advantage

Hopefully, you can now see the importance of the Motivational Triad.  The key really lies in understanding how to use the natural tendencies of your brain to your advantage.

One of my coaching clients was a Tax Manager dealing with complex tax returns that often seemed overwhelming. We decided to focus on the Motivational Triad, specifically her brain’s desire for pleasure.

Instead of viewing the entire tax return as a daunting task, she began to break it down into achievable milestones. She set specific, bite-sized goals for each section of the return.

Completing and acknowledging these mini-milestones provided her with a sense of pleasure and accomplishment, making it so much easier to get each tax return done.  In fact, after working together and becoming a Smarter Accountant, she realized that she was getting each tax return done in less time than the year before.  

She also decided to implement a celebration ritual for herself. After completing each mini-milestone, instead of just moving on to the next thing on her list, she took a moment to acknowledge each achievement, whether it was a small victory or a significant step forward. 

These simple moments of recognition not only boosted her motivation but also created a positive association between her work and the pleasure of success.  She was amazed at how much better she felt at the end of each day when she used the Motivational Triad to her advantage.

Another client worked for a mid-sized firm and was struggling with procrastination and time management, particularly when faced with tasks he perceived as painful.  I’m sure you can relate to those things that you’d just like to avoid.

After working together to become a Smarter Accountant, he decided to address the Motivational Triad, specifically his brain’s natural avoidance of pain.  He realized it was getting in the way of his productivity and that it was creating an issue where he was working longer hours than he wanted.

Instead of postponing or avoiding larger, potentially painful tasks, he broke them down into smaller, more manageable steps. This not only made the tasks seem less daunting but also provided a roadmap for progress.

We also talked about introducing a reward system for himself. Upon completing challenging tasks, he associated positive rewards, such as a break, a special type of coffee he enjoyed, or a short walk. 

This shift from avoidance to accomplishment, coupled with the prospect of a reward, motivated him to tackle tasks he would usually find painful.  By understanding and strategically addressing the Motivational Triad’s Pain Avoidance Instinct, he enhanced his time management skills and reduced procrastination.

He was also able to get more done in less time and have a life outside of work.

Hopefully, you can now see that a Smarter Accountant understands while there are plenty of day-to-day activities that work against the Motivational Triad, but addressing these issues and using the Motivational Triad to your advantage you can reduce the chances of burnout and feel better about your career.  

Well, that’s what I have for you.  Thank you for joining me as I discussed the importance of understanding the Motivational Triad.  I hope you’ve gained valuable insights and practical tips.

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

I’ll explain The Smarter Accountant 6-week Program and how you can apply it to whatever you’re struggling with.

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

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

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

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

Do you have issues with establishing trust or understanding difficult clients?  Are difficult clients making your job more stressful?

As accountants, we’ve all come across clients who are hard to handle, especially if you’re in public accounting. Some might not realize that their demands exceed their budget, while others expect us to work magic with incomplete information or jump at their every beck and call. 

The issue is that, if we don’t handle these situations well, we risk losing clients, the referrals they may bring, and our sanity. It might seem unfair, but dealing with difficult clients is a common part of being an accountant, especially in a service-based industry like ours.

Even if you carefully choose your clients or have had good relationships with them in the past, you can still encounter challenging clients. It doesn’t matter if your accounting practice is big or small or serves different types of businesses – dealing with difficult clients is something many of us face in the accounting world.

Although not all clients are problematic, when issues arise, they can take a toll on your emotions, time, and effort. Handling difficult clients, regardless of how good you are at your job, can unfortunately affect your ability to get work done and increase your level of stress.

In today’s challenging times, even clients who were easy to work with before might become more problematic. That’s why it’s essential to be ready for dealing with difficult clients because if your clients are stressed, they might pose more challenges for you as their accountant. 

Another important reason you need to learn how to deal with difficult clients is because when emotions run high, your intelligence gets low.  The truth is that stress impacts your ability to manage your workload, stay productive, and maintain your technical skills.

While you can take steps like pre-qualifying new clients or having clear engagement letters, there’s no guaranteed way to filter out challenging clients. Unfortunately, there’s no magic system to ensure you always work with cooperative, patient, or appreciative clients.

Since it’s not always wise or possible to let go of difficult clients, it’s essential to learn how to handle them effectively. So stay tuned because I’ll be sharing tools that can help you manage all your clients, whether they’re challenging or not. 

This way, you can support both your business’s success and theirs.

Understanding Different Types of Challenging Clients

I’ve been in public accounting for over 30 years so I’ve had my fair share of dealing with  challenging clients.  In my experience, there are generally four types of difficult clients:

Clients Dissatisfied with the Work Produced:  Some clients might not be happy with the financial reports, statements, tax bill, or other work you provide. They could question projections, dispute numbers, or even challenge decisions, making it a bit tricky to meet their expectations.  These clients also challenge their bill for services.

For example, despite sending preliminary financials to a client before preparing their tax return, I’ve had clients argue that their non-deductible entertainment expenses should be on their return.  I’ve even had clients try to have me take their child’s tuition as a continuing education deduction.  And I’ve had clients who doubled the scope of work but then argued why the bill was more than the year before.

Clients Dissatisfied with the Pace of Work:  Certain clients always want things done quickly, regardless of the time of year or the information they provide. They might expect you to perform like a magician, completing tasks at their preferred speed, which can add pressure to your workflow.

For example, I’ve had clients make a request and expect immediate results. They’ve known about a refinance with a bank for a month, but then tell us about it at the last minute and expect us to work miracles.   

Clients Dissatisfied with Professional Opinions:  In some situations, clients seek your professional opinion on financial matters. However, when you provide advice that doesn’t align with their expectations, they might get upset or disagree. Handling such differences in opinion can be challenging.

For example, I’ve had clients who sought advice on various business decisions and their tax implications. Despite advising against it, they proceed anyway. However, when later faced with an undesirable outcome, they blame us for not stopping them from making the mistake.

Clients Who Wait Until the Last Minute:  We all have those clients who consistently wait until the eleventh hour to submit crucial information. Dealing with these last-minute demands can be stressful, especially when they become increasingly demanding on top of their lateness.

For example, I’ve had clients who consistently submit crucial tax information at the eleventh hour. Their last-minute demands disrupt our workflow, causing stress and making it challenging to meet deadlines without compromising quality.

No matter which type of difficult client you’re dealing with – one dissatisfied with the work produced, with the pace of work, with your professional opinion or one who waits until the last minute – it’s important to recognize that facing difficult clients is a shared experience among accountants. Regardless of the size of your practice or the diversity of businesses you serve, challenging clients will always be a normal part of the journey.

In an ideal world, all clients would be easy to work with, appreciative, and patient. However, the reality is that various factors can contribute to clients becoming difficult. 

Economic uncertainties, changes in their business, difficult personalities, or personal challenges can transform once easy-going clients into more problematic ones.  But thankfully, understanding these major categories of difficult clients helps you prepare for potential challenges. 

By being aware of these common scenarios, you can develop strategies to navigate through them more effectively. Stay tuned because in a minute I’m going to dive into the reasons behind the stress associated with difficult clients and explore a tool to help you manage these challenges and maintain a healthy balance in your professional and personal life.

Your Brain’s Role In Understanding Stress with Difficult Clients

No matter what the situation is with a difficult client, it’s crucial to understand your brain’s role when it comes to stress.  The most important thing for you to understand is that it’s never the client’s behavior that creates the feeling of stress; it’s only ever your brain that is creating the feeling of stress.  

It’s essential to recognize that the stress you experience isn’t directly caused by what your clients do; rather, it comes from your thoughts about what your clients do. In other words,  if a client questions a financial report, the stress you feel is only coming from your thoughts about the fact that they questioned the financial report. 

The client’s words are neutral and don’t mean anything until your brain makes them mean something. And thankfully, what you decide to make something mean is completely up to you. 

The truth is that understanding why clients seem difficult really isn’t about the clients themselves; it’s about your thoughts about them and your desire for them to be different. It might be a tough idea to accept, but trust me, it can significantly change how you handle challenging clients, especially those who aren’t going anywhere anytime soon.

I want to make it clear that I’m not suggesting you keep clients who are being difficult or disrespectful. There are times when walking away is absolutely the right move for your well-being. What I am saying is that when you feel stressed about someone, whether it’s a client or someone else, it’s because you’re resisting how they are.

How would you know if you’re resisting how they are?  When you find yourself feeling more anger or frustration towards that person. It’s crucial to realize that your feelings of anger and frustration stem from thoughts about how that person should change their behavior; how they shouldn’t be the way they are.

The problem is that when you resist your clients’ behavior, it’s like pushing against a heavy door that refuses to open – it leads to stress, frustration and anger. Resisting how your clients act can create a feeling of being stuck, amplifying stress in the process.

And when you feel stressed, frustrated, or angry you cannot take effective action, especially when it comes to getting accounting work done.  You end up wasting time and energy that could be put to better use.

If you’re not aware of the thoughts that your brain typically offers when it comes to dealing with difficult clients, see if any of these sound familiar:

“They should know better; this is basic accounting!”

“Why can’t they provide the information I need on time?”

“I’m the expert here, why don’t they listen to my advice?”

“Waiting until the last minute is so unprofessional!”

“What is wrong with them?”

Here’s the thing – these seemingly harmless thoughts act as stress triggers, setting off a chain reaction of emotional distress. In other words, your brain subtly suggests that things should be different, and when they aren’t, stress creeps in, affecting your emotional well-being and especially your productivity.

Recognizing that your thoughts play a pivotal role in shaping your emotional response to difficult clients is a crucial first step in managing stress effectively. 

A Game-Changing Tool for Navigating Difficult Clients

Now I want to share a powerful tool that can transform the way you handle challenging clients. This might be the first time you’re really examining your interactions with difficult clients, and that’s an excellent starting point. 

Complaining about these challenging clients probably hasn’t been working well for you. Luckily, there’s a much better approach.

In my studies to become a Professional Certified Coach for Accountants, I learned the valuable tool called “The Manual,” taught by The Life Coach School. The concept behind The Manual is simple: we all have these unwritten rules or instructions in our minds for how we believe others should behave.

We all have Manuals for our children, partner, family, and friends. There’s nothing to be ashamed of because every single one of us has them. 

For example, my Manuals have covered what my children should and shouldn’t do to make me feel like a good mom, how my ex-husband should behave for co-parenting harmony, and even what my boss should stop doing to prevent my frustration. Naturally, my Manuals extended to how my clients should behave to ensure I can do their work without stress.

The key understanding here is that your unwritten rules for how difficult clients should behave is what’s contributing to feelings of anger and frustration because you wish they were different. But the truth is, no matter what you think, clients will act the way they do, whether you resist it or not.

As adults, we all have free will to behave however we want to behave.  Wishing someone was different is arguing with reality.

Speaking of arguing with reality, one of my favorite quotes on this subject is from Byron Katie – “When you argue with reality, you lose.  But only 100% of the time.”  The Manuals we have for other people are setting us up to lose.

It’s also important to point out that your clients also have their Manuals for you. Their Manual for their accountant might include expectations like “My accountant should be okay with me handing in documents whenever I can,” “My accountant should agree with my brilliant ideas,” or “My accountant shouldn’t charge me more.” 

The reality is, they’re acting based on their Manual for you, while you’re frustrated that they’re not following your Manual for them.

The hard truth is you can’t change your clients, just like you can’t change anyone else. In any relationship, you can make requests, but it’s crucial not to tie your emotional peace to someone else’s behavior. 

The main reason we all have unwritten instructions for how we believe other people should behave is because of how we think it would make us feel if they did what we wanted them to do.  The problem is that we are then putting our emotions in someone else’s hands.

For example, if my son texts me back right away, I’ll feel connected.  But if he doesn’t, I’ll feel frustrated or disappointed.

In other words, I’m making him responsible for my feelings based on my unwritten rules for him.  The same thing goes for our relationship with our clients; if they follow our rules, we feel respected, but if they don’t, we feel stressed.

By becoming aware of your Manuals, you regain the power to feel less angry, frustrated, and stressed.

One effective strategy I adopted was to view difficult clients as innocent toddlers. You wouldn’t take it personally or see it as wrong when a toddler falls while learning to walk or throws a tantrum; it’s just part of their development. 

Applying a similar perspective to difficult clients helped me navigate challenges.

For example, with a notoriously late and difficult client, I changed my mindset: “He always sends his tax information late. That’s just what he does.” Holding onto anger and frustration year after year was a waste of my time and energy, driven by the Manual I had for him.

It didn’t stop me from making requests that he hand in his information on time; I just didn’t hang my emotions on him being any different than he is.  It also didn’t stop me from setting boundaries and letting him know that if his information was late, he would automatically go on extension.

I just didn’t have the mind drama that he should be any different than he is.

So, if you find yourself angry or frustrated with a client, recognize that what upsets you is not their behavior, it’s your belief about how they should act. Acknowledge that you have limited control over changing that, and practice thinking a thought that helps you accept who they are. 

For example, “This is just Mary being Mary” or “Of course, Joe didn’t listen to me.”  The less you blame difficult clients for how you feel, the easier it will be for you to feel how you want, no matter how anyone else behaves.

When you release your Manuals for difficult clients, you also open yourself up to evaluating your policies and procedures. Perhaps there are certain boundaries that need to be established or changes on your end that you hadn’t considered.

Setting effective boundaries with clear consequences might be something you need to consider.

Here’s the thing – in these challenging times, don’t be surprised if you encounter more difficult clients. However, armed with awareness and a willingness to work on how you think about them, you now have a valuable tool to navigate through anyone, at any time.

Becoming a Smarter Accountant: Effectively Dealing With Difficult Clients

As we wrap up this episode, let’s talk about what it means to become a smarter, more resilient accountant.

The truth is that difficult clients are not a rarity; they are a shared experience among accountants. Whether it’s a client who thinks you should be available 24/7 or one who notoriously argues about their bill, these challenges are inherent to the profession.

Accepting this reality is the first step toward developing effective coping strategies.  There will always be difficult clients, but you do not have to let them derail your efforts to be an effective, successful professional.

Becoming a Smarter Accountant involves recognizing the role of emotional intelligence in client relationships. Understanding that the feeling of stress only ever comes from our thoughts about clients, rather than their actions, allows for a more composed and strategic approach to challenging situations.

Here’s what I tell my coaching clients – instead of handing your clients the remote control of your emotions, take your power back by learning how to be more intentional with your thoughts.

As I shared, the tool, “The Manual,” will enable you to identify and reshape the unwritten instructions you have for client behavior. By releasing these manuals, you liberate yourself from unnecessary emotional burdens, allowing more constructive interactions with clients.

The truth is that clients don’t have to change in order for you to feel how you want to feel.  In fact nothing needs to change in order for you to feel how you want to feel.

A Smarter Accountant learns to view difficult clients through a lens of less frustration, like how you would understand an innocent toddler.  Shifting perspectives and approaching challenges with understanding can lead to more meaningful and productive professional relationships.

Another part of becoming a Smarter Accountant is setting realistic expectations. Acknowledge that difficult clients are an inevitable part of the journey, allowing you to approach your work with a sense of preparedness and resilience. 

This awareness will help prevent unnecessary disappointment and frustration.  Why would you want to prevent unnecessary disappointment and frustration?  Because those feelings lead to ineffective action as you’re trying to get your accounting work done.

And lastly, Smarter Accountants are committed to continuous learning and self-evaluation. Reflect on your interactions, especially with challenging clients. 

Regularly evaluate your policies and procedures, making adjustments to enhance communication and establish clearer boundaries.

As you integrate some of these insights, you’re not just mastering the art of dealing with difficult clients; you’re fostering a more meaningful and productive approach to your accounting practice. 

Navigating the complexities of client relationships is ongoing, and by embracing these strategies, you position yourself to thrive, no matter how many difficult clients you deal with.  

Well, that’s what I have for you.  Thank you for joining me as I shared how to deal with difficult clients.  I hope you’ve gained valuable insights and practical tools.

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

I’ll explain The Smarter Accountant 6-week Program and how you can apply it to whatever you’re struggling with.

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

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

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

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

As an accountant, we often find ourselves standing at the crossroads of decisions – big and small. Whether it’s choosing to pursue a new job, navigating the complexities of work-life balance, or even deciding what to have for dinner, decisions are an integral part of our daily lives. 

Yet, it’s not uncommon to experience a wave of doubt and regret after making a choice. For example, have you ever taken a new job and then wondered if it was the right move? Or have you ever struggled with the guilt of missing a school event for your child while juggling a demanding work schedule?

Studies have shown that since the pandemic, more of us are grappling with making decisions. In fact, according to a survey by the American Psychological Association published in October 2021, 32% of adults in the United States struggled to make basic decisions, such as what to wear, due to COVID-19-induced stress. 

Of course, regret was a pervasive emotion long before the pandemic, but we all had more big decisions to make than ever before. 

In another study, regret was found to be the second-most frequently mentioned emotion in everyday conversation (after love). Romantic regrets tend to be most common, and those centered on social relationships in general are felt more strongly than nonsocial ones — lending credence to the saying that nobody on their deathbed wishes they had spent more time working. 

Regret is one of those nagging feelings that creeps in after we’ve committed to a path, leaving us questioning our choices and wondering if the grass might be greener on the other side. 

Whether it’s decisions we make personally or professionally, we have a lot of pressure put on us to make the best decisions possible.  Society can make us feel like we have the weight of the world on our shoulders when it comes to the decisions we make about our lives and our careers.

A few years ago, my husband was grappling with the aftermath of a career decision so we coined the term the “snow globe effect” which I’m going to explain in a second.  We still use it today, and it’s become a great reminder of our brain’s role in making decisions and dealing with them once they’re made.  

I promise that no matter what your decision-making experience has been, you’re going to find this episode informative and enlightening.

Understanding The Snow Globe Effect

Imagine, for a moment, the classic snow globe sitting peacefully on a flat surface. It’s typically a decorative piece – a plastic bubble filled with water and glitter, showcasing a serene scene within. 

When undisturbed, it presents a clear, unobstructed view. But, as soon as you shake it up, the glitter swirls, creating a captivating but chaotic scene. 

The interesting thing is that the same thing happens in our brains.  

The truth is that our brains, like these snow globes, can be in a state of serene stillness when we’re going about our day. But then, someone says something or does something that becomes the equivalent of shaking the snow globe. 

Suddenly, our thoughts are clouded, swirling with doubts, regrets, and anxieties. It’s as if a snow storm of negative thoughts has been unleashed, obscuring the clarity we once had.

As I mentioned before, my husband was dealing with a situation where he had left his job for over 20 years and was starting to have decision regret once he started the new job.  When something was different or challenging about the new job, his brain would start swirling with thoughts of the past and how he might have made the wrong choice to leave his former job.

There were times when he could see he made a good choice, but there were other times when his brain was clouded with so many “what if” scenarios.  We began to use the analogy of the snow globe whenever his brain was swirling with negative thoughts about the new job saying, “You shook your snow globe, didn’t you?” 

It was our playful way of acknowledging those moments when the mental glitter starts to swirl, clouding clarity of our thoughts.  Every time he shook the snow globe, he experienced decision regret, making it challenging to look for all the ways that his earlier decision to leave his job was the right one.

The beauty of this metaphor, though, lies in the realization my husband had in the aftermath of this mental storm. He called me one day, saying, “I just realized something – if I’m the one picking up the snow globe and shaking it, I can also put it down and let it settle down.” 

In that moment, he grasped a fundamental truth – the power of choice in managing our thoughts.  Once he chose to leave the snow globe on the table, he not only started liking his new job more, but he laughed about how he should have left his former job earlier.

Snow Globe Moments

So now it’s your turn – think about a time when you’ve “shaken the snow globe” of your mind.  When have you been perfectly fine with a decision you made, going about your day and then all of a sudden your mind is swirling with negative, regret-filled thoughts.

Maybe you ended a relationship that wasn’t serving you well. Initially, you felt relieved and confident in your choice. Suddenly, days later, you find yourself overwhelmed with doubts and wondering if you made a mistake, especially when you miss certain aspects of the relationship.

Or maybe you made a significant financial investment based on careful research and analysis. At first, you felt confident in your decision. However, as market fluctuations occur, you begin to doubt your choices, questioning whether you should have invested differently.

Or perhaps you worked hard to become an accountant, doing everything to get the best education possible.  In the beginning you felt excited about your career choice, but now you’re questioning whether this is the right path for you.

It’s quite amazing when it happens, isn’t it? One minute you’re looking for all the ways that your decision was the right one, and the next, you’re trying to figure out a way to undo the decision.

I’ll never forget when this happened to me when I was divorcing my first husband.  I was very confident in my decision to divorce him, but one day things were very challenging with balancing my job, the kids, and being a single mom.

I remember thinking, “Did I make the right decision?”  I didn’t realize it then, but that’s when I shook the snowglobe and started thinking about things like the people who said I shouldn’t get divorced, about how I was ever going to manage everything financially, and how I had no idea how the divorce would affect the kids.

When the snow globe was on a table and the beautiful scene inside of me being financially secure and the kids thriving was visible, everything was great.  But once I shook that snow globe and began questioning my decision, everything became clouded over with confusion.

Have you ever had that happen, whether it’s a professional or personal decision?  Thankfully, like my current husband shared when he called me that day, if you’re the one shaking the snow globe, you can also be the one to put it down.

Navigating the Snow Globe – What to Do About It

No matter what twists and turns we’re dealing with in our lives, there exists a powerful tool within our grasp – the power of choice. Just as we choose our paths in the outside world, we hold the power to decide how we navigate the paths within our minds. 

Imagine reaching for that snow globe, recognizing that it’s within your control to shake it or leave it.  You get to be in control over your thoughts, feelings, and reactions. 

By doing so, we learn how to live more intentionally and how to have our own back when we’ve made decisions.  The truth is that your primitive, Toddler brain is motivated to keep things the same, so when making a decision that could change things for you, it will want to shake the snow globe, making you want to go back to what’s familiar.

Your primitive, Toddler brain wants what’s familiar, even if what’s familiar isn’t in your best interest.  In other words, my husband’s Toddler brain would rather have him go back to the old job than take on all the challenges of a new job.

It would rather he shakes the snow globe and regrets changing things than pushing himself out of his comfort zone, even if it means eventually making more money and making advancements in his career.  The funny thing is that it’s now been 4 years since he stopped shaking the snow globe and he’s so happy he put it down.

He’s much more successful in his new job and laughs about how tricky his brain was back then.  He now sees the power of the snow globe effect in many areas of his career and life as well.

As I’ve shared on this podcast, when you learn how to manage your mind, you can manage everything else.  You need to recognize your ability to be in charge of your Toddler brain by using your higher, Supervising Parent part of your brain more often.

So the question then becomes – do we shake or do we not shake?

In other words, do we succumb to the turbulence our Toddler brain creates, allowing negative thoughts to swirl uncontrollably? Or do we exercise the power of our higher brain, making the conscious choice to navigate the storm with intentionality?

Most of us don’t realize we’re shaking the snow globe continuously.  We’re complaining about the same situation or questioning the same decision, over and over.

We’re obstructing the clear view we could otherwise enjoy, without realizing that we could just let the mental glitter settle.  We can continue creating chaos or clarity – it’s truly up to us.  

The next time you grapple with a decision or a situation, consider a Shakespeare spirited question and ask yourself: “To shake or not to shake…that is the question.”  This question showcases our ability to manage the snow globe effect. 

Its simplicity lies in recognizing that, despite external factors, the power to shake or not to shake lies squarely within our hands.

Another reason it’s important to get a handle on the snow globe effect is that our thoughts, much like the swirling glitter in a snow globe, have a direct impact on our emotions. Recognizing this connection allows us to have much more control over how we feel.

And why does having control over our feelings matter?  Because our feelings drive our actions.

If you want to be effective at your job as an accountant, you need to have a better handle on the feelings driving your actions.  In other words, if you feel stressed, overwhelmed, or frustrated, those feelings are going to drive completely different actions than if you felt calm, focused, and in control.

The truth is that our thoughts, feelings, and actions are always our choice.  No matter what’s going on outside the snow globe, we always have the choice to pick it up, shake it, and create chaos, or put it down and enjoy the peaceful view.

Becoming a Smarter Accountant: Successfully Handling The Snow Globe Effect

Navigating the snowglobe effect isn’t just about personal choices; it extends to our professional lives as well. Whether you’re in public or private accounting, the lessons from the snow globe can be transformative. 

For example, one of my coaching clients found herself in a financial decision that left her questioning her choices. The pressure of managing her company’s budgets and making critical financial calls was taking a toll on her mental state. 

When we started working together she realized that she often shook the snow globe when she felt uncertain.  By first becoming aware of what triggered her to shake the snow globe and acknowledging the power of choice, she learned to navigate her thoughts, intentionally calming the storm within. 

Today, she approaches financial decisions with newfound confidence, understanding that, just like a snow globe, her mind can stay settled whenever she needs it to be.  

Another client is an entrepreneur and was facing a pivotal moment in his business when he had to decide whether to shift gears or stay on his current course. The weight of this decision brought on many moments of doubt and regret. 

By becoming a Smarter Accountant and understanding the snow globe effect, he recognized the power to put the snow globe down when his mind was swirling.  Once he gained clarity, he successfully navigated the business pivot, using the snow globe analogy as a tool to assess the impact of decisions on his thoughts, feelings, and action.  

In fact, the snow globe effect became a guiding principle, enabling him to move forward with confidence.

Another client of mine was standing at a career crossroads, torn between staying in her current job or exploring new opportunities. Her feelings of possible decision regret were affecting her daily life. 

By working together, she embraced the concept of choice and the snow globe effect. She realized that she could be much more intentional with her choices.  

She learned to put down her mental snow globe and let it settle. This newfound perspective empowered her to make career decisions with a clearer mindset, ultimately leading to much better career fulfillment.

Hopefully you can see that these client’s stories illustrate that the snow globe effect isn’t limited to personal decisions; it affects every area of our lives. Becoming a Smarter Accountant involves recognizing your mental snow storms, leveraging the power of choice, and allowing the settled clarity to guide decision-making. 

The truth is that the snow globe analogy can become a powerful tool to help you deal with uncertainty and the confusion that often comes with it.  

Here’s a simple guide to help you implement this analogy into your decision-making process:

Recognize the Shakes – Identify moments when your thoughts feel unsettled or negative.

Acknowledge that you’re shaking your mental snow globe, leading to possible decision regret.

Embrace the Power of Choice – Understand that you have the power to choose how you handle your thoughts.  Remind yourself that just like putting the snow globe down, you can have much more control over your state of your mind.

Pause and Breathe – When faced with decision regret or negative thoughts, take a moment to pause.  Create a space of awareness rather than reaction.  

Visualize Your Snow Globe – Picture the swirling thoughts and recognize that, with intentional choices, you can calm the mental storm.  Like my husband realized, if you’re the one shaking the snow globe, you’re also the one that can put it down.

Settling the Snow Globe – Decide not to let negative thoughts swirl endlessly.  Picture gently placing your mental snow globe back on the flat surface, allowing the glitter to settle.

Choose Your Perspective – Consider the consequences of allowing negative thoughts to dominate versus choosing a calmer mindset.  Ask yourself whether shaking the snow globe is helpful or not and consciously decide on your perspective.

Focus on Positive Aspects – Actively look for positive aspects related to the decision causing regret.  Seek reasons why your initial choice was the right one, allowing a more optimistic outlook.

Learn from Each Shake – Understand that shakes are part of life, and each one brings an opportunity to learn.  Reflect on what triggered the shake and how you can navigate similar situations more effectively in the future.

Practice Mindful Decision-Making – Approach decisions with mindfulness, considering the long-term impact on your mental well-being.  Be intentional about the choices you make and the thoughts you allow to shape your perspective.

Share the Metaphor – Introduce the snow globe effect to friends, family, or colleagues.

Encourage conversations around navigating decision regret and the power of choice using this relatable metaphor.

I promise you that by integrating these steps into your daily life, you can transform the way you handle decision regret and negative thoughts. You’ll learn how to put the snow globe down and just enjoy the view.

Well, that’s what I have for you.  Thank you for joining me as I shared the snow globe effect.  I hope you’ve gained valuable insights and practical tools.

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

I’ll explain The Smarter Accountant 6-week Program and how you can apply it to whatever you’re struggling with.

That’s what I have for you, but make sure you check back each week as I help you go from being a stressed accountant to a Smarter Accountant.

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

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

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

In a world that tends to celebrate extroverts, I think it’s important to understand what it means to be an introvert in a profession like accounting.  While I’ve been an introvert my whole life, it’s only been in the past 5 years or so that I truly recognized and allowed my introverted nature to be empowering rather than something I felt ashamed about.

Here’s the thing – as the demand for skilled accountants continues to grow, individuals from various backgrounds are stepping into the field, each with their unique strengths and qualities. One often overlooked group bringing invaluable skills to the table is introverts.

Contrary to the common belief that success in the business world hinges on extroverted traits like charisma and assertiveness, as introverts we possess a distinct set of strengths that are not only beneficial but crucial in the accounting profession. 

Today I want to explore how introverts can not only survive but thrive in a successful accounting career.

Before we delve into the specifics, let’s get clear about what introversion really means. Introverts are individuals who draw energy from within, finding solace and recharging in quieter, less stimulating environments. 

We are often known for our thoughtfulness, analytical skills, and deep focus. However, in a society that often values extroverted qualities, introverts often feel we need to conform to certain expectations to excel in our careers.

Today I want to challenge that notion. I want to celebrate and harness the unique strengths that introverts bring to the accounting table. 

Whether you’re a student contemplating a career in accounting, a recent graduate entering the workforce, or a seasoned professional looking to optimize your approach, this episode is designed to be a roadmap to success tailored to the introverted individual.

The truth is that accounting is not just about balancing debits and credits; it’s about understanding the language of business, identifying patterns, and ensuring financial stability. These are skills that align seamlessly with the introverted mindset. 

I want to explore the traits that make introverts excel in analytical and detail-oriented tasks, helping us to not only succeed but thrive in roles that suit our natural inclinations.

I’m going to address the misconceptions surrounding introversion in the workplace, emphasizing that being introverted is not a limitation but a unique strength. I’m going to provide practical advice to empower you to build a successful and fulfilling career in accounting.

No matter where you lie on the introvert scale, I want to help you embrace your introverted strengths, unlock your full potential, and carve out a rewarding path in the accounting world.

Understanding Introversion In The Accounting Profession

Let’s talk about what introversion really means and how it fits seamlessly into the accounting landscape.

First, let’s discuss the characteristics of introverts and our strengths.  There have been many books and TED Talks about introverts lately, helping to not only debunk the typical misunderstanding about introverts, but also to help introverts stop feeling bad about their innate qualities.

In fact, many of the experts say that introverts are like the quiet superheroes of the workplace. We are often deep thinkers, preferring meaningful conversations to small talk. 

Unlike extroverts who gain energy from social interactions, introverts recharge by spending time alone, allowing us to focus and bring a unique perspective to our work.

In the accounting world, where attention to detail is key, introverts shine. Our natural ability to concentrate on tasks for extended periods makes us well-suited for the meticulous work of analyzing financial data and ensuring accuracy. 

Introverts often have a knack for seeing patterns and identifying discrepancies that others might overlook, making us invaluable in roles requiring precision and attention.

One common misconception is that introverts lack social skills. In reality, introverts excel in one-on-one interactions and often form deeper, more meaningful connections. 

While we may not be the loudest voices in the room, our thoughtful contributions and active listening make us effective communicators.

Since accounting isn’t just about numbers, it also involves working with people, introverts bring a collaborative approach to teamwork, offering insightful contributions that contribute to the overall success of the team. By understanding and appreciating our unique social skills, introverts can navigate the collaborative aspects of accounting with confidence.

It’s also important to understand that in the fast-paced world of finance, where decisions can have far-reaching consequences, the ability to think critically and remain composed under pressure is vital. Introverts, known for our calm and composed demeanor, thrive in such environments. 

Our capacity to approach challenges with a thoughtful mindset and make well-considered decisions positions us as valuable assets in accounting roles.

Hopefully, by recognizing and embracing these introverted qualities, we can leverage our inherent strengths to carve out successful careers in accounting.

Navigating The Workplace As An Introvert

Entering the workplace can be an exciting yet challenging experience, especially for introverts. But thankfully, with a few mindful approaches, we can thrive in the professional world and find the right work environment.

The first thing to consider is company culture.  You’ll want to look for workplaces that value individual contributions and diverse working styles. 

Companies with a collaborative yet respectful atmosphere can provide an ideal setting for introverts to shine. Research prospective employers to identify those with a culture that aligns with your preferences.

The next thing is focusing on the importance of work-life balance.  Introverts often need time to recharge after social interactions, with work being one of the most social interactions we have on a weekly basis. 

That’s why it’s important to prioritize employers who understand and promote a healthy work-life balance. A supportive work environment that respects personal time contributes to increased job satisfaction and overall well-being.

The next consideration is effective communication for introverts.  You’ll want to leverage your natural strength in written communication. 

Craft well-thought-out emails and documents, showcasing your attention to detail and clarity. In meetings, consider summarizing your thoughts in writing before sharing them verbally to ensure precision.

The next thing is strategies for successful team collaboration.  Embrace collaborative opportunities by focusing on smaller team settings. 

Offer your insights thoughtfully and listen actively to others. Use your analytical skills to contribute valuable perspectives, demonstrating the power of introverted qualities in teamwork.

Begin to pay attention to what you need to navigate the workplace and find the right balance that allows you to thrive. By understanding the importance of a compatible work environment and honing effective communication strategies, you can navigate professional settings with confidence. 

Excelling In Introvert-Friendly Roles

As introverts, we possess unique strengths that align seamlessly with specific roles within the accounting field. Let’s explore how introverts can not only excel but truly thrive in positions that complement our natural inclinations.

Since we often shine in roles that require a keen eye for detail and analytical thinking, you may want to consider positions that involve data analysis, auditing, or financial reporting. These roles allow introverts to leverage our natural ability to focus on intricate tasks and ensure accuracy.

You might also want to explore career paths that provide a balance between independent work and collaborative efforts. Roles such as forensic accounting, tax analysis, or financial planning often allow introverts to work autonomously while still contributing to the overall success of the team or organization.

When I started at Deloitte 30+ years ago, I was the only candidate out of 12 that chose to go into the Tax Department.  I didn’t specifically choose tax because I’m an introvert, it just wound up being a much better choice for me and my introvert personality, to be able to be in the office more than going out to see clients one on one.

You might want to capitalize on your ability to immerse yourself in tasks for extended periods. Introverts often excel in roles that require deep focus and concentration. 

This focused approach can lead to more accurate and thorough outcomes, contributing to success in specialized areas of accounting.  Because of my ability to focus so well, it has helped my time management skills immensely.

Another important thing to consider is that while excelling in individual tasks, introverts can also play a crucial role in team dynamics. You see things differently than extroverts so use your thoughtful and considered approach to contribute valuable insights during team discussions.

Introverts’ ability to see the bigger picture while paying attention to details can enhance the overall effectiveness of collaborative efforts.

Thankfully, by recognizing and embracing roles that play to our strengths, we can carve out fulfilling and successful careers in accounting. 

Professional Development For Introverts

Now that we’ve identified roles where introverts can thrive, let’s explore the strategies for continuous professional development. This involves staying updated on industry trends, acquiring new skills, and seeking mentorship opportunities tailored to the introverted approach.

You’re going to want to leverage your preference for focused, independent learning through online courses. Platforms like Coursera, Udemy, or LinkedIn Learning offer a plethora of courses on accounting, finance, and related skills. 

Choose courses that align with your career goals, allowing you to enhance your expertise at your own pace.

Also, look for workshops and conferences that offer a balance between learning and reflection. Smaller, more intimate events may suit introverted preferences, providing opportunities to absorb information deeply and engage in meaningful discussions. 

These settings can foster connections with like-minded professionals.

Additionally, recognize the value of mentorship or coaching in your professional journey. Seek mentors or coaches who appreciate and understand introverted qualities. 

Building a genuine connection with a mentor or coach can provide valuable insights, guidance, and a supportive network.

Identify mentors or coaches who recognize the strengths of introversion, such as analytical thinking, attention to detail, and a thoughtful approach to problem-solving. We can guide you in navigating the professional landscape while embracing and amplifying your unique attributes.

As we all know, professional development is an ongoing journey for accountants, and introverts can tailor our approach to align with our learning style and preferences. By embracing online learning opportunities and seeking mentorship or coaching from individuals who appreciate introverted qualities, you can continually enhance your skills and advance in your accounting career. 

Becoming a Smarter Accountant: Overcoming Introvert Challenges

While introverts bring valuable qualities to the table, it’s essential to acknowledge and address the challenges that may arise in the workplace. Let’s explore common obstacles introverts may face and strategies for overcoming them.

The first challenge is networking events and social functions.  Large networking events and social gatherings can be overwhelming for introverts. 

Instead of avoiding them entirely, set realistic goals. Focus on having a few meaningful conversations rather than trying to meet everyone. Seek out smaller, more intimate networking opportunities that align with your comfort level.

The second challenge is advocating for yourself in the workplace.  As introverts, we sometimes hesitate to speak up about our achievements. 

It’s crucial to recognize and communicate your contributions. Develop a habit of sharing your accomplishments with supervisors and colleagues in a humble yet assertive manner. Showcase the value you bring to the team through your unique strengths.

The third challenge is developing coping mechanisms and resilience.  You need to learn to identify stress triggers and develop personalized coping mechanisms. 

Whether it’s taking short breaks, practicing mindfulness, or finding a quiet space to recharge, having strategies in place can help us navigate challenging situations more effectively is important.

For me, that means working from home as much as possible.  Not only do I get more done in less time when I work from home, but I also have control over my energy and workspace, allowing me to focus at a higher level than if I was in the office.

No matter what challenges you face as an introvert, you need to work on building resilience through dealing with challenges incrementally.  That means gradually exposing yourself to challenging situations. 

Start with smaller, manageable tasks that push your boundaries slightly. As you build confidence and resilience, take on more significant challenges. This incremental approach allows introverts to grow without feeling overwhelmed.

As we all know, overcoming challenges is a natural part of any career journey. By acknowledging these obstacles and implementing tailored strategies, we can navigate the workplace with confidence. 

Becoming a Smarter Accountant means learning what works best for you because the better you feel, the more effective and productive you can be.  It truly is a win/win situation when you allow your introvert power to shine through.

For far too long I denied my introverted personality, but now I’m gradually beginning to celebrate it.  I can see where my strengths lie and leverage them.

I am no longer ashamed to say that I’m an introvert and let others know what I need in order to be at my best.  My suggestion – come out of the shadows, own your introvert nature, celebrate it, and manage your career and your life around what works best for you.

Well, that’s what I have for you.  Thank you for joining me as I shared the introvert’s guide to a successful accounting career.  I hope you’ve gained valuable insights and practical tools.

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

I’ll explain The Smarter Accountant 6-week Program and how you can apply it to whatever you’re struggling with.

That’s what I have for you, but make sure you check back each week as I help you go from being a stressed accountant to a Smarter Accountant.

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

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

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

Okay, so I want you to imagine that it’s just you and me here, catching up and seeing what’s been happening.  How’s it going on your end? Are you finding fulfillment in your career, or is the constant pressure making it difficult to appreciate your achievements? 

Have you been pushing harder but feeling less confident in your abilities, productivity, time management, or decision-making?

I get that some days are great, while others seem like an uphill battle. Between you and me, let’s be honest about your stress level – has anxiety been a frequent companion, and is it affecting your focus? 

What about your analytical skills? Have you noticed any slip-ups or missed opportunities lately?

Are you already dreading tax season or busier times of the year?  Are you secretly considering doing something else, other than accounting?

Believe me, I get it.  I’ve been in the accounting profession for over 30 years.  I know how demanding it can be.

I know the highs of success and the lows of self-doubt. As accountants, we often grapple with the delicate balance of professional excellence and personal well-being. It’s a common thread that ties us all together.

Whether you’re a seasoned professional or just starting out, the challenges of being an accountant are real, and they deserve an open dialogue. While there are countless resources on general career advice, I’m here to address 3 particular skills that will help make you a better accountant.  

I’m here to share insights and strategies that resonate with all accountants, recognizing the shared experiences that connect us.

What I really want you to know is that you are valuable and the profession needs you!  So let me help you make things a little easier and suggest some things you could improve upon so that you can not only be a better accountant, but have an easier accounting career.

Skill #1 – Improve Your Time Management And Productivity

As we all know, in the world of accounting, being organized and getting things done efficiently is crucial.  But there’s often a tricky roadblock that gets in the way of our time management and productivity – stress. 

While stress is common for accountants, it makes it harder for us to manage our time well and do our work efficiently.

I want you to start thinking of stress as an unwelcome guest at a well-planned party. It doesn’t just spoil the fun; it messes with how well your brain works. 

Stress and trying to get things done are like trying to mix oil and water – they just don’t go together. Unfortunately, when stress shows up, your brain, instead of calmly handling tasks, turns into a busy and confused orchestra trying to play a tune.

When stress goes unmanaged it can cause anxiety and make your ability to manage your time even more difficult.  It’s like putting the parking brake on your car and trying to drive 100 mph.

For example, have you ever felt it’s tough to focus when you’re anxious? That’s because your brain is wired to be extra alert when it senses a potential problem – even though your work isn’t a real danger.

Before I became a Smarter Accountant, stress was my constant companion, it made me slower, more prone to mistakes, and even put my job at risk. The game-changer was learning how to manage stress – a skill that not only boosted my productivity but also made mistakes a rare thing.

Not only do I get more done in less time, but I’ve also learned how to create more time for the things and the people I love.

This brings us to why coaching in mind management is so important. Think of it as your guide to cleaning up the mental clutter. 

By teaching your brain to reduce and even eliminate stress, you can take back control over your time and get things done more smoothly.

The truth is that stress might be making you feel busier than you really are. The skill of managing your mind is like having a special tool to turn chaos into a well-organized plan. 

Skill #2 – Improve Your Analytical Skills

Did you know that you are actually smarter than you think you are?  The truth is that your level of stress and overwhelm has just overridden your higher brain’s intelligence.  

I’ve shared this on the podcast before, but the simplest way to understand your brain is that you have two main systems going on – the lower, primitive brain and the higher, executive functioning brain.  Thankfully, when you learn how to manage your brain, you actually become a better thinker.

This leads me to the second skill that will make you a better accountant – sharpening your analytical skills.

We’ve all heard the saying “work smarter, not harder,” but how many of us really know what that means?  For me, it means learning how to stop underutilizing your accountant brain.

If you haven’t taken The Smarter Accountant Quiz yet to see how much you are underutilizing your accountant brain, you can take this simple quiz at www.thesmarteraccountant.com.

Here’s the thing – to improve your analytical skills you need to get a better handle on stress.  When stress enters the scene, it’s as if your ability to think analytically is thrown out the window.

When you are feeling stressed or anxious you don’t think clearly and your brain has difficulty dealing with complex problems as well as seeing solutions clearly.

Another issue is that when you are anxious you are much more likely to make a mistake or overlook something that would have been obvious if you were managing your brain proactively.

Let me share a story that showcases this issue.  A few months ago I had a deadline looming over me and wasn’t managing my mind the way I should have.  I was getting caught up in my boss’ stress about the project and not choosing thoughts that made me feel calm and focused. 

As I was completing my work-papers, I couldn’t find my stapler.  I had just had it.  I looked all over my desk and couldn’t find it.  I was getting super frustrated (on top of the stress I was already experiencing) and almost took a stapler off someone else’s desk.

Then I realized that my brain was probably reacting to my feelings of frustration and stress and that my ability to think and see things clearly was being warped.  I asked a coworker to come into my office and see if she could find the stapler for me.  She walked in and pointed to it, front and center on my desk!

How was that possible?!!  My brain’s ability to see what was right in front of me was reduced because of my lower, primitive brain’s reaction to my stress.  If that could happen with a stapler, just imagine how it could happen with both simple and complex accounting problems.

By learning how to manage your brain, you’re not just finding lost staplers more easily; you’re also improving your analytical skills and becoming a Smarter Accountant in the process.

Skill #3 – Improve Your Confidence

If you struggle with confidence, you’re not alone.  Even though, as accountants, we’re smart people doing smart things, that doesn’t mean we don’t struggle with self-confidence.

Here’s what I most want you to understand – the feeling of self-confidence does not come from external accomplishments.  If it did, then everyone who passed the CPA exam or did well in school would be immune from struggling with self-confidence.

Contrary to the belief that achievements like promotions or securing significant clients must precede confidence, it’s essential to understand that confidence is a feeling that only comes from your thoughts.  

This understanding is not just good news; it’s empowering news. It means that the feeling of self-confidence doesn’t need to wait for a particular outcome; it can be created deliberately. 

How is it possible to feel confident on purpose?  Because your thoughts create your feelings and you are 100% in control of your thoughts when you learn how to think more intentionally.

By being more intentional with your thoughts, you can create the feeling of confidence no matter what the situation is.  And since your feelings fuel your actions, when you feel confident you set the stage for actions that can propel you towards promotions, successful client acquisitions, or any other professional goals you have. 

The key lies in the intentional management of your brain, recognizing that effective actions only come from intentional feelings.  

Building a reputation characterized by confidence, capability, and trustworthiness will make you a better accountant.  In fact, the importance of confidence extends beyond personal gain; it acts as a catalyst for career advancement, whether you opt to continue your journey with your current employer or explore new opportunities elsewhere.

Before learning to become a Smarter Accountant, I often tied my confidence to external results. If a long-anticipated raise didn’t happen or the bathroom scale refused to budge in the desired direction, my confidence took a noticeable hit. 

Thankfully, once I uncovered the secret to intentionally creating the feeling of confidence, everything shifted. This newfound understanding became the impetus for writing my book “The Smarter Accountant” and starting my own coaching business.  

In order to feel confident on purpose I chose thoughts like:

You’ve got this

You are amazing at what you do

You can do hard things

You are incredibly smart and capable

Beginning to choose thoughts that created the feeling of confidence on purpose was a game-changer for me and it can be for you as well.

This week, think of a time when you felt confident in the past.  What were you thinking that was creating that feeling of confidence?  It wasn’t because of some accomplishment or award; you only felt confident because of a thought.  What were some of those possible thoughts?

This exercise serves as a meaningful starting point to reshape your mindset and pave the way for a more confident and self-assured version of yourself.

When you can learn to create confidence on purpose by choosing thoughts that create that feeling, you will be amazed at how much better you feel about your ability as an accountant and about life in general.  

Becoming a Smarter Accountant – Putting The 3 Skills Into Practice

As I wrap up our exploration of the three skills that will make you a better accountant – improving time management and productivity, enhancing analytical skills, and boosting confidence – it’s time to dive into how to implement these skills in your daily professional life.

#1 – Improving Your Time Management and Productivity:  Implementing effective time management involves a conscious effort to manage stress and foster a proactive mindset. 

Consider adopting the following practices:

Mindful Planning: Prioritize tasks and create a realistic schedule to avoid feeling overwhelmed. Break down complex projects into smaller, manageable steps.

For example, when facing a significant financial audit, engage in mindful planning by breaking down the process into phases—like data gathering and risk assessment. Allocate realistic timeframes, create checklists, and transform the audit from an overwhelming task into a series of manageable steps, fostering both clarity and efficiency.

Create Dedicated Focus Time: Our ability to focus is one of our super powers so make sure that you’re calendaring dedicated focus time where nothing else is allowed to distract you.  

For example, designate a specific hour each morning for in-depth data analysis during which emails and meetings are temporarily put on hold. This intentional focus time enhances your analytical abilities and ensures that critical tasks receive the concentrated attention they deserve, maximizing both productivity and quality of work.

Thought Management: What no one else is teaching accountants about better time management is that mind management is the secret to time management.  You must manage your mind in order to reduce feelings of stress and overwhelm.  

For example, instead of fixating on the overwhelming volume of tasks, consciously redirect your thoughts by focusing on your proven ability to tackle challenges. By actively shaping a positive mindset, you’ll find that stress diminishes, allowing for a clearer perspective and more effective time management.

#2 – Enhancing Your Analytical Skills:  Improving your analytical skills is about sharpening your problem-solving abilities. 

Here are practical steps to implement this skill:

Clear Thinking Strategies: When faced with a problem, take a moment to clear your mind. Break down the problem into smaller components and tackle each part systematically.

For example, if confronted with a complex financial discrepancy, break it down into distinct elements—such as reviewing transactions, cross-checking records, and verifying calculations. By systematically addressing each component, you not only simplify the problem but also enhance your ability to identify and resolve intricate issues with clarity and precision. 

Stapler Moments: Recall instances where stress clouded your judgment, like the stapler incident I shared. Use this awareness to recognize when stress may be impacting your analytical abilities.

For example, imagine you’re working on a report, and stress starts building up. Instead of getting frustrated, take a moment to breathe.  Use the feeling of stress as a signal to pause, clear your mind, and approach the task with renewed focus, catching stress before it hinders your ability to think clearly.

Mind Management: Learn the skill of mind management to decrease stress and enhance clarity. Learn how to address your brain’s natural negativity bias.  

For example, let’s say you’re feeling overwhelmed by a big project. Instead of letting negative thoughts take over, practice shifting your focus to what you can accomplish step by step. By actively managing your mind and redirecting negative thinking, you’ll find that stress decreases, making it easier to tackle tasks with a clearer and more positive mindset.

#3 – Boosting Your Confidence:  There’s no getting around the fact that confidence is a cornerstone of success. 

Here’s how you can actively cultivate and implement confidence in your professional journey:

Intentional Thought Selection: Consciously choose thoughts that promote confidence. Create a list of empowering thoughts, such as “I am capable” or “I excel at what I do,” and revisit them regularly.

For example, when facing a challenging task, replace self-doubt with thoughts like “I can handle this” or “I’ve successfully overcome challenges before.” Revisiting these empowering thoughts regularly strengthens your confidence muscle, creating a positive mindset.

Past Confidence Reflection: Reflect on past instances where you felt confident. Identify the thoughts that fueled that confidence and incorporate them into your regular thought patterns.

For example, recall a time when you aced a difficult project or received positive feedback. Remind yourself of the thoughts that fueled your confidence during those moments, such as “I am capable” or “I have the skills needed.” By incorporating these thoughts into your daily thinking, you build a foundation of confidence rooted in your past successes.

Positive Feedback Loop: Recognize that confidence breeds positive actions. As you intentionally cultivate confidence, observe how it influences your actions and, subsequently, your career goals.

For example, imagine setting a goal to lead a team project. By intentionally fostering confidence through choosing thoughts that create the feeling of confidence, you’ll likely find yourself taking initiative, collaborating effectively, and achieving successful project outcomes. Recognizing this positive feedback loop reinforces the connection between confidence and accomplishment.

As you integrate these practices into your daily routine, remember that growth is a continuous process. Embrace the journey of becoming a Smarter Accountant.

The more you implement these strategies, the more they will become like second nature.  

Becoming a Smarter Accountant means incorporating these three skills in a way that propels you toward a successful and fulfilling career in accounting. 

Well, that’s what I have for you.  Thank you for joining me as I shared the three skills that will make you a better accountant.  I hope you’ve gained valuable insights and practical tips.

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

I’ll explain The Smarter Accountant 6-week Program and how you can apply it to whatever you’re struggling with.

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

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

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

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

While stress and overwhelm have always been the norm in the accounting profession, I think it’s important to address this issue from a fresh perspective.

First, consider the following questions:

Have you ever felt overwhelmed or anxious in your role as an accountant?

Have you or your colleagues ever felt pressure to conform to certain expectations or norms within the accounting profession?

How do you personally manage stress and anxiety in your professional and personal life?

The truth is that no matter how much we’ve normalized stress and anxiety in our lives, mental health is a vital aspect of our well-being, and in the accounting profession, it’s a challenge that needs attention.

Each October, NAMI, the National Alliance on Mental Health, takes the lead in shedding light on mental health issues. Its mission is spreading awareness, fighting stigmas, and providing support across the nation.

So why does this matter for accountants?  Because mental health issues are more common than we might think, especially among accountants. 

Let’s face it, accounting is a profession with unique pressures, and I’m here to explore the impact these challenges have on our mental well-being.

In fact, In one study, 30.4% of accountants admitted to suffering from mental health issues and 51% admitted that depression and anxiety leaves them dreading going to work.  When you add the anxiety accountants feel in our professional life to the pressure we feel in our personal lives, you have a recipe for disaster for accountants that is often suffered in silence.

While studies like this are important for shining a light on issues, it’s also important to point out that the 30.4% of the accountants were willing to admit they suffer from mental health issues.  I’m going to bet there was a high percentage that either didn’t want to admit it, or had normalized or justified it so often that it doesn’t seem like a problem.

When you add the pressure of the work we do as accountants to the natural skepticism and resistance that we have towards change, it’s no wonder we’re having so many issues.

As we navigate through this discussion, keep in mind the efforts of organizations like NAMI to address mental health concerns and support those going through them. Together, let’s uncover the layers of accountants and anxiety, understanding the intricacies that make it a prevalent topic in the accounting profession.

Mental health is a topic gaining recognition globally, and NAMI’s October initiatives are crucial in breaking down barriers and fostering a supportive environment. The accounting profession, despite its often-stoic image, is not immune to the challenges of mental health.

This episode aims to peel back the layers of why anxiety is a prevalent concern among accountants. From demanding work schedules to societal expectations, I’ll be exploring the factors contributing to this issue. 

By shedding light on these challenges, I hope to contribute to a more open conversation about mental health in the accounting profession.

Understanding Anxiety

Anxiety is like a built-in alarm system in your body that’s designed to keep you safe. It’s a natural response, just like feeling scared when you sense danger. 

In simple terms, your brain is trying to protect you, and anxiety is its way of saying, “Hey, be alert, something might be up!”

But what is it that sets off this alarm for accountants? It turns out, the world of accounting has its own set of stress triggers. 

It could be a looming tax deadline, a surprise audit, or even a delayed train. These situations make your brain react as if you’re facing a real threat, similar to how our ancestors felt a saber toothed tiger was waiting outside their cave to pounce on them.  

But here’s where it gets interesting. The way we are trained as accountants plays a role in how our anxiety levels can shoot up. Think of it like this: from the time you started learning accounting, your brain has been wired to think in very specific ways. 

These thinking patterns, while great for solving accounting problems, can sometimes make your brain see problems where there aren’t any. The constant exposure to problem-solving situations in the accounting profession, combined with these thinking habits, can make anxiety a regular companion for accountants.

That’s why there’s no shame in the fact that you experience anxiety as an accountant; over time, your brain has become wired for it.

The Overworking Dilemma

So how do accountants tend to deal with anxiety?  Ironically, we often find ourselves caught in a cycle of working extra hours, as if we’re using work as a way to cope with stress. 

Overworking to deal with anxiety is like self-medicating – we believe the idea that putting in more hours somehow helps manage the anxiety that comes with the demands of the accounting profession. 

The catch-22 is that when the strategy to combat anxiety involves relentless overworking, it often results in burnout. Burnout is like hitting a wall – you find yourself physically and mentally drained, with the very work you thought was a solution becoming a source of exhaustion. 

This unhealthy relationship can silently creep into your professional life, affecting your overall well-being in ways that might not be immediately apparent.

The issue for a lot of us is that the accounting environment is like a pressure cooker. There’s this constant external pressure to excel – to do more, learn more, and be more. 

It’s not just about balancing debits and credits; it’s about meeting expectations, adhering to deadlines, and keeping pace with the ever-evolving landscape of rules and regulations. 

This relentless atmosphere can turn the workplace into a hotbed for stress. The external pressures, combined with the innate complexity of accounting tasks, can lead to burnout and exacerbate anxiety levels.

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Fitting Into The “Accountant Mold”

Now let’s talk about the concept of the “accountant mold.” It’s essentially an invisible set of expectations and norms that society, and sometimes even ourselves, place on accountants.

This pressure to conform to a specific image can give rise to imposter syndrome. It’s that lingering feeling that, despite external recognition, you might not be as competent as others perceive you to be. 

Trying to fit into this predefined mold can lead to self-doubt, creating a sense of being an imposter in your own professional life, adding another layer of anxiety.

For example, you might downplay your achievements.  Let’s say you successfully completed a challenging project at work, but instead of celebrating your accomplishment, you attribute it to luck or external factors, dismissing your own competence.

Or maybe you focus excessively on errors or perceived shortcomings, often overlooking the numerous successes you’ve achieved in your career.  I’ve seen this time and time again with my coaching clients, especially around year-end review time.

Another issue that is common among accountants and can create a lot of anxiety is catastrophizing.  Catastrophizing involves blowing things out of proportion, transforming simple situations into major disasters. 

With catastrophizing, your brain automatically leads to negative conclusions.  For example, you might leap to conclusions such as the client being dissatisfied, the possibility of them terminating your services, and the looming blame from your boss. 

It’s a mental magnification of issues that can needlessly intensify anxiety.

Here’s the thing – we are taught to be on the perpetual search for inconsistencies and problems, therefore, seeing problems becomes second nature for us. Unfortunately, this continuous problem-solving, while crucial for the job, also has a tendency to spill over into our personal life, making it challenging to switch off from the analytical mindset. 

The consequence? Elevated stress levels, as the brain is persistently engaged in identifying and addressing potential problems, whether they are genuine concerns or mere figments of imagination. 

Being surrounded by other people’s problems trains your accountant’s brain to actually see more problems.  Since your brain is already a problem-solving machine, when you add that capability to the accounting profession’s pressures and expectations it’s no wonder over 50% of accountants feel anxiety and overwhelm.

The good news is that you can use your accountant’s brain and its critical abilities to actually reverse your anxiety and feel better fast.

Becoming a Smarter Accountant: Practical Steps for Anxiety Management

The first step for managing anxiety is you have to become aware that you’re feeling anxiety.  It might sound too simple, but it’s incredibly important.

You want to begin to imagine anxiety as a little signal your body sends when it senses something isn’t quite right. It’s like a gentle nudge saying, “Hey, pay attention to this!” 

The first crucial step in managing anxiety is to become aware of its presence. It’s like turning on the lights in a dark room – by acknowledging and understanding that anxiety is there, you set the stage for change. 

Without this awareness, it’s challenging to navigate the maze of emotions. Becoming aware is like creating a roadmap; you see what’s going on and can start to figure out where to go next.

The second step is to normalize the feeling of anxiety and allow it.  Don’t make yourself wrong for feeling it; it’s part of the human experience. 

Rather than viewing anxiety as an unwelcome intruder, consider it as a friend offering a helpful signal. By normalizing anxiety, you’re acknowledging that it’s okay to feel this way. 

It’s similar to accepting that, just like hunger or tiredness, anxiety is a regular part of life. This shift in perspective takes some of the power away from anxiety, transforming it from a enemy into a manageable companion.

The third step is to manage your mind by putting pen to paper.  Writing down your thoughts is like putting order to chaos. 

It’s the process of externalizing what’s happening inside your mind, making it tangible and more manageable. By physically writing, you shift your focus from the abstract realm of thoughts to the concrete act of putting them on paper. 

This act of mind management allows you to step back, observe your thoughts, and gain valuable insights. It’s like taking control of the narrative of your own mind.

And the last step is to take a look at each of the thoughts you’ve written down that are creating the feeling of anxiety and you want to ask yourself a powerful question “Can the opposite of this thought be as true or truer?”

For example, let’s say one of the thoughts you wrote down is “I’m never going to get this finished on time.”  When you think that thought you naturally feel anxiety.

Now I want you to question that thought and see if the opposite is true or truer.

Instead of “I’m never going to get this finished on time” the opposite thought could be “I can get this finished on time” or “It’s possible that I can get this finished on time.”  Now how do those thoughts make you feel?

I’m going to bet you feel less anxious because it’s only ever your thoughts that create your feelings.  If a Smarter Accountant wants to feel less anxiety, they know they have to create more awareness of what their negatively biased brain is thinking and challenge it with the opposite thought.

Becoming a Smarter Accountant means becoming aware, normalizing, engaging in the act of writing, and then shifting your thoughts to manage anxiety. These simple yet powerful steps form a mini toolkit for taking conscious control of your mind and, in turn, supporting your overall well-being. 

Well, that’s what I have for you.  Thank you for joining me as I discussed accountants and anxiety.  I hope you’ve gained valuable insights and practical tools.

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

I’ll explain The Smarter Accountant 6-week Program and how you can apply it to whatever you’re struggling with.

That’s what I have for you, but make sure you check back each week as I help you go from being a stressed accountant to a Smarter Accountant.

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

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

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

As smart accountants doing smart things, we can unfortunately get stuck in the habit of overthinking.  When not addressed, this can quietly slip into our work and personal lives, making it harder for us to grow professionally and personally. 

If you’ve ever found yourself thinking too much about decisions, worrying about making mistakes, or feeling overwhelmed by your job, you’re not alone. In today’s episode I want to talk about how overthinking affects accountants and, more importantly, how you can stop it in order to have a more satisfying career.

Before we talk about ways to stop overthinking, I want you to consider the following:

Have you ever been stuck not knowing what to do at work, always thinking about whether you’re doing things right? 

Do you ever lose sleep worrying about what might happen if you make a mistake? 

If so, you might be dealing with overthinking. 

In accounting, it’s important to be clear about our decisions, but overthinking often makes it difficult to be as productive as we’d like to be.  It can slow us down and make our job more stressful than necessary.

For example, let’s say you have to make a decision about the direction of your career, and instead of feeling sure about it, you end up thinking too much and overanalyzing things. “What if I make the wrong decision?” “What if my decision causes problems?” 

Unfortunately, thoughts like these can become a trap, stopping you from making the choices you need to move forward in your career. It’s important to understand that overthinking doesn’t just affect your decision-making; it also makes you more stressed and less productive at work.

Whether you’ve been working in accounting for a long time or you’re just starting, I’m going to be sharing some tips that will help you feel more confident, more sure of yourself, and help you perform better in your career.

So, if you’ve ever felt like overthinking is holding you back in your accounting career, keep listening.  

The Impact of Overthinking on Your Accounting Career

Have you ever stood in front of a vending machine, staring at all the snacks, unable to decide? Overthinking at work can be a bit like that, but with bigger consequences. 

When you have to make important decisions, too many thoughts can crowd your mind. It’s like having too many options in front of you, and you’re not sure which one is the best. 

Think of your job in accounting as a well-organized desk. Now, imagine someone comes and adds more papers, pens, and folders until it becomes a mess. 

Overthinking is like that messy pile – it just makes your job harder. It often leads to unintended mistakes because you’re too busy thinking about what could go wrong that you’re not focusing in the most effective way. 

Unfortunately, overthinking can also slow you down, making tasks take longer than they should. Plus, the stress that comes with overthinking is like a heavy weight on your shoulders, making your job less enjoyable.

For example, one of my coaching clients spent hours worrying about a budget decision, only to realize later that her initial idea was the right one. Another client over thought about a client meeting so much that he stumbled through it, forgetting key details. 

One client was dealing with client communication, often overanalyzing his emails to clients. He spent hours crafting messages, concerned about how they would be received. After a while, he noticed that straightforward communication was more effective, and his initial drafts were often sufficient.

Another client was working on tax strategies for a client, and tended to overthink the possible tax implications. This led her to explore multiple scenarios, causing delays in providing recommendations. In retrospect, she realized her initial analysis covered the key aspects, and the additional details were unnecessary.

These examples show that, while overthinking happens to the best of us, by learning from their experiences, we can find ways to tackle overthinking and make our own paths smoother.

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Identifying Common Signs of Overthinking 

Overthinking is a bit like a sneak attack on your mind, and recognizing the signs is the first step to stopping it. Here are some clues to watch out for:

Repetitive Thoughts: Do you find yourself going over the same problem repeatedly, like a broken record? This repetition is a sign that overthinking might be at play.

Feeling Stuck: If you feel stuck and can’t move forward with a decision, overthinking might be the culprit. It’s like your brain is hitting a pause button.

Analysis Paralysis: When decisions seem way harder than they should be, it’s a red flag. Overthinking can turn a simple choice into a complicated puzzle.

The truth is that knowing what sets off overthinking for you can help you steer clear of unnecessary stress. Here are some triggers to look out for:

Tough Projects: Challenging tasks can kickstart overthinking. When a project seems big or complicated, it’s like the starting line for overthinking to begin.

Deadlines: Feeling the pressure of a looming deadline? This stress can trigger overthinking as you worry about getting things done on time.  This is especially common during tax season.

Busy Days: When your day is packed with tasks, it’s easier for overthinking to sneak in. It’s like your brain is on overload, and overthinking becomes the default mode.

Now, we’ve talked about the clues and possible triggers, take a moment to think about your own experiences:

Doubting Your Skills: Have you ever doubted your abilities, thinking you’re not good enough? This self-doubt is a common overthinking pattern.

Decision Debates: If you’ve spent too long debating a decision, going back and forth, that’s a sign of overthinking. It’s like being stuck in a loop of uncertainty.

Decision Fatigue: This can happen when you have a lot of decisions to make but it can also happen when you’re overthinking your decisions as well.  Exhaustion could indicate overthinking.

Hopefully, by reflecting on these signs and triggers, you can start understanding when and why overthinking shows up in your work life. It’s like shining a light in a dark corner of the attic; it allows you to take control and steer your mind in a more positive direction.

Strategies to Stop Overthinking

The first strategy to consider is to try mindfulness – it’s like giving your brain a breather. 

For example, instead of drowning in thoughts about what could go wrong, focus on the present moment. Take a few deep breaths, feel the floor beneath you, and bring your attention back to the task at hand. It’s like hitting a reset button for your mind.

The second strategy involves setting realistic goals and expectations.  As accountants, we thrive on setting goals and hitting targets, but sometimes, we set the bar too high. 

When it comes to stopping overthinking, be a bit kinder to yourself. Set achievable goals and realistic expectations. 

Break down big tasks into smaller, manageable steps. It’s like solving a big math problem – breaking it down makes it less intimidating and more doable.

The third strategy is to develop a proactive problem-solving mindset.  As accountants, problem-solving is one of our superpowers. 

Instead of getting tangled in “what-ifs,” channel that energy into finding solutions. When faced with a challenge, think like a detective – gather information, weigh your options, and make a decision. 

It’s like balancing the books – finding the right numbers to make everything add up. This proactive mindset shifts your focus from overthinking to practical problem-solving.

The final strategy is utilizing time management strategies to prevent overthinking.  As we all know, time is money in the accounting realm, and managing it wisely is key. 

To prevent overthinking, organize your time effectively. Break your day into dedicated blocks for different tasks. 

Allocate specific time for decision-making and stick to it. It’s like creating a schedule for your brain – a structured plan that helps you stay on track. By managing your time well, you reduce the space for overthinking to sneak in.

Remember, these strategies aren’t just theory – they’re practical tools that you can incorporate into your daily routine. Just like balancing a budget, applying these techniques can lead to a more focused, less stressed, and ultimately, a more successful career in accounting.

Overcoming Overthinking Challenges

The first thing we need to do is learn from mistakes to ease overthinking.  In the accounting world, errors can feel like roadblocks to success. However, viewing mistakes as learning opportunities can be a powerful strategy against overthinking. 

Instead of dwelling on what went wrong, treat mistakes as valuable lessons. By doing so, you’ll turn hurdles into stepping stones, reducing the tendency to overthink and fostering a proactive problem-solving approach.

The next thing to consider is creating a positive and adaptive mindset.  As accountants, we  often deal with complex scenarios, and a positive, growth-oriented mindset can be a game-changer. 

Rather than fixating on potential pitfalls, focus on the potential for growth and improvement. This shift in perspective helps in reducing anxiety and prevents overthinking by creating a mindset that sees challenges as opportunities for development.

And the last suggestion is to view constructive feedback as a tool for combatting overthinking. 

Seeking feedback is not just about improvement; it’s a key strategy to combat overthinking. 

By actively seeking constructive criticism, you open doors for improvement, enabling you to address concerns and grow professionally. This approach turns the fear of making mistakes into a constructive feedback loop, minimizing overthinking tendencies and contributing to continuous improvement.

Becoming a Smarter Accountant: Sharpening Your Decision-Making Skills to Overcome Overthinking

I believe one of the biggest issues when it comes to overthinking is a lack of confidence.  But confidence is more than just a personal trait; it’s a feeling that can affect all areas of your life and your career.

Cultivating confidence in decision-making is like unlocking a secret door to professional advancement. Embracing the strength that comes with confident choices not only moves you forward but also helps to overcome any barriers caused by overthinking. 

Here are some suggestions for building confidence in your decision-making:

Reflect on Past Successes: Recall instances where your decisions led to positive outcomes. Acknowledge and build upon these successes to boost your confidence.

Example: Think back to a time where you may have successfully implemented a new financial reporting system that streamlined processes and saved time.

Reflecting on Practical Strengths:  Identify specific skills and experiences that make you effective in your accounting role. Regularly acknowledge these practical strengths to build confidence.

Example: Remind yourself that your attention to detail and accuracy in financial analysis contributes significantly to the team’s success.

Concrete Preparations for Challenging Situations:  Make detailed plans and gather necessary information beforehand. This practical approach can help you feel more confident in your decision-making.

Example: Before a client meeting, thoroughly review financial data, anticipate potential questions, and prepare clear explanations for various scenarios.

In addition to building confidence, it’s also important to improve your ability to make timely decisions.  Here are a few suggestions if indecision is an issue for you:  

Set Decision-Making Timeframes: Establish specific timeframes for making decisions. Allocate appropriate time based on the impact and complexity of the situation to avoid unnecessary delays.

Example: When possible, decide to finalize budget allocations within two days of receiving the necessary financial data.

Prioritize Information: Identify key information required for decision-making. Focus on gathering essential data, preventing the trap of overanalyzing irrelevant details.

Example: When evaluating investment options, prioritize factors such as potential return on investment and risk levels.

Trust Your Instincts: Develop confidence in your instincts and judgment. Sometimes, swift decisions based on experience and intuition can be remarkably effective.

Example: Trust your instinct when choosing between two accounting software options that both meet the necessary criteria.

And the last thing to pay attention to is striking the balance between analysis and action.  Here are some suggestions: 

Define Decision Criteria: Clearly outline the criteria guiding your decisions. Establishing specific parameters helps balance thorough analysis with actionable steps.

Example: When choosing a vendor, consider factors such as cost, reliability, and compatibility with existing systems.

Implement a Decision-Making Framework: Develop a systematic approach to decision-making. Create a step-by-step framework that involves gathering information, analyzing options, and setting deadlines for action.

Example: Use a decision-making matrix to objectively evaluate different accounting software solutions based on predetermined criteria.

Evaluate Decision Outcomes: After making a decision, assess the outcomes. Learning from both successful and less successful decisions contributes to continuous improvement.

Example: Evaluate the impact of introducing a new accounting procedure on efficiency and accuracy, and adjust the approach accordingly.

By following these steps and incorporating examples into your decision-making process, you can cultivate confidence, navigate decisions more efficiently, and strike a harmonious balance between analysis and action.  Becoming a Smarter Accountant means ultimately overcoming the challenges of overthinking in your accounting career.

Well, that’s what I have for you.  Thank you for joining me as I shared how to stop overthinking.  I hope you’ve gained valuable insights and practical tips.

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

I’ll explain The Smarter Accountant 6-week Program and how you can apply it to whatever you’re struggling with.

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

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

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

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

Whether you’re in public or private accounting, on a scale of 1 – 10, how busy are you?  Have you noticed that busyness is almost like an expected part of the job, almost as normal as having a computer or a calculator?

Do you feel like being busy has become a badge of honor, a way to showcase your hard work and dedication?

As accountants, we often use words like “kind of,” “super,” and “crazy” to tell people just how busy and packed our schedules are. It’s like busyness has become the normal way of life.

You might find yourself saying things like:

“I’m super busy at work, but I’m still managing everything.”

“My life is so crazy busy; I don’t know if I can take it anymore.”

Think about it: if an accountant doesn’t talk about being busy, some might think they’re just not working hard enough.

In fact, I was once walking behind two accountants in the hallway in my building during tax season, and one said to the other, “Did you see that Joe’s car wasn’t in the parking lot last night?”  The other accountant said, “Well, he must not be very good at what he does.”

Here’s the thing: somewhere along the line, we collectively started to believe that busyness is just how things are, and stress is the only way to get everything done. If you’re stuck thinking that being an accountant means you have to be busy all the time, I’ve got a better way for you to handle it—a way that will make you feel much better and be more effective.

The truth is that you don’t have to accept that busyness is a fact of life. You have more power than you might realize to win the battle against busyness without giving up anything important.

In this episode I want to show you simple ways to change your thinking, redefine how you see busyness, and take control of your time. 

The Busyness Illusion

Now let’s dive into the busyness illusion and why it’s so important to understand, especially for accountants.  .

Have you ever noticed that busyness is like an unspoken expectation in our profession? It’s like we’ve collectively accepted it as a given. 

But what if I told you that this perceived busyness isn’t an inevitable reality? It’s more of a shared perspective, a lens through which we’ve come to view our work.

Busyness is a bit like a language we all speak. We use words like “kind of,” “super,” and “crazy” to convey just how busy our schedules are.  

But here’s the thing – when we describe ourselves as “busy,” what we’re really doing is sharing our thoughts, not stating an indisputable fact.

Now, here’s where it gets interesting: busyness is subjective. It’s not the same for everyone. What feels insanely busy to one person might be another’s regular Tuesday. It’s all about how we perceive and talk about it.

It’s important to understand the power of our language. The words we use to describe our busyness play a huge role in shaping our perception of it. 

If you’re constantly saying, “I’m swamped” or “My day is insanely busy,” your brain starts to believe it. It’s like a mental shortcut, where the more you say it, the more real it becomes. 

Your brain then gets wired to see everything through the lens of busyness.

So, here’s the thing: the illusion of busyness is partly created by the way we talk about it. Our use of words makes busyness seem like this unstoppable force. But what if we could change the script?

Imagine swapping “I’m crazy busy” with “I’ve got a lot on my plate, but I’ve got it under control.” It’s a subtle shift, but it changes the narrative. You’re still acknowledging your workload, but you’re not letting busyness take the wheel.

The hard truth is that busyness is an opinion, not a fact. It’s not a binding contract; it’s a way of thinking that we can, and should, challenge and reshape. 

Why?  Because of how it makes us feel and how it affects our ability to get more done in less time.

I want to help you rethink how you talk about your day because changing your language will be the key to breaking free from the busyness trap.

Why Language Matters

Now let’s dive into the power of language and how it shapes the way we perceive busyness.

When you say you’re “busy,” you’re not just stating a fact like saying the sky is blue. You’re sharing your thoughts about your day. It’s like painting a picture with words, and the colors you choose matter.

Think of it this way: the subjective nature of busyness means it’s not the same for everyone. What feels super busy to you might be a walk in the park for someone else. It’s all about how we talk about it and the words we choose.

Changing the language we use to describe our day is a game-changer. Why?  Because our language is what creates our feelings and our feelings drive our actions, inactions, and reactions.

In other words, saying something like “I’m crazy busy” is going to create a feeling of overwhelm.  And when you feel overwhelmed, you’re not going to be the most efficient at getting work done because you’ll probably complain, procrastinate, catastrophize, and do easier things.

Instead of saying, “I’m crazy busy,” what if you said, “I’ve got a lot on my plate, but I’m handling it”? 

See the shift? It’s not denying your workload, but framing it in a way that doesn’t make busyness the boss of you.

The most important thing is how you would feel if you said, “I’ve got a lot on my plate, but I’m handling it.”  You’d definitely feel less overwhelmed and probably feel more in control.

And when you felt more in control, you’d stop complaining, you’d stop procrastinating, you’d put together a plan to get things done, and you’d be much more efficient.

The language we use as accountants plays a sneaky role in feeding the busyness mindset. Imagine saying things like:

“I’m swamped at work; I can’t handle it all.”

“My life is crazy busy; I don’t have time for anything else.”

These phrases create a mental groove in our brains, like a worn-out path our thoughts follow. The more we use negative language, the more deeply ingrained it becomes, making busyness feel like an inescapable reality.

But what if you flipped the script? Instead of saying, “I can’t handle it all,” try, “I’ve got challenges, but I’m finding solutions.” 

Notice the shift from helplessness to empowerment? It’s not just wordplay; it’s changing the story you’re telling yourself which in turn changes how you feel and how you act.

The fascinating thing about language is that it isn’t just a tool for communication; it’s a tool for shaping your reality. If you keep saying, “I’m too busy for this,” your brain starts to believe it, making it harder to find moments of calm.

So, here’s your challenge: catch those negative language patterns. When you hear yourself saying, “I’m so busy,” pause and reframe it. 

Instead of being a victim of busyness, become the architect of your day. Choose words that reflect a sense of control and balance.

Remember, it’s just as easy to use language in a way that empowers you as it is to use it to disempower you.  

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The Power Of Intentional Thoughts

Now let’s talk about the power of intentional thoughts and how it holds the key to transforming our perception of busyness.

I suggest that you start seeing your thoughts as little architects shaping the blueprint of your day. Battling busyness starts right here, in the intentional selection of your thoughts. 

By choosing your thoughts purposefully, you put yourself in charge of how you feel.  The reason that’s important is because your feelings fuel your actions and describing yourself as busy just creates the feeling of overwhelm.

Do you know what doesn’t help you get accounting work done, effectively and efficiently?  The feeling of overwhelm.  As I like to tell my coaching clients, it’s like putting the parking brake on and trying to drive 100 mph.  

Here’s the thing about thoughts: they aren’t just fleeting visitors in your mind; they’re like guests who decide to stick around. When you repeat a thought, it creates a neural pathway in your brain, making it easier for your brain to automatically think it without your awareness.  

It’s like a well-worn path – the more you tread it, the easier it becomes to follow.

The truth is that thoughts literally wire themselves into your brain. It’s like building a network of connections. 

So, if you keep thinking, “I’m always so busy and stressed,” guess what? Your brain wires itself to believe this is your reality.

Thankfully, we’re not stuck with these wiring patterns. We’re more like electricians with the power to rewire our brains. It’s all about choosing thoughts that serve us better.

So instead of letting your thoughts run on autopilot, you need to consciously choose ones that are useful and helpful.  Here are some suggestions for how to do just that:

Acknowledge Your Challenges: Instead of saying, “I can’t handle this workload,” try, “I’ve got challenges, but I’m finding solutions.” It shifts you from feeling overwhelmed to being a proactive problem-solver.

Focus on Solutions: When faced with a problem, think about possible solutions rather than dwelling on the problem itself. It’s like flipping a switch from “This is impossible” to “Let’s figure this out.”

Celebrate Small Wins: Acknowledge the little victories in your day. Completing a task, no matter how small, deserves a mental high-five. It reinforces a positive mindset.

Become Aware: Begin to notice when you describe yourself as “busy.”  When you do, also notice how you feel when you describe yourself as busy.  My coaching clients have said it’s shocking when they started to keep a tally of when they described themselves as “busy.”

Remember, it’s not about denying the challenges or pretending you don’t have things to do. It’s about choosing thoughts that empower you to face those challenges with a sense of control and efficiency.

Rewiring Your Brain For Productivity

Now let’s talk about rewiring your brain for productivity and reshaping how we perceive busyness.

The first thing you need to understand when it comes to your brain is a concept called neuroplasticity. Neuroplasticity is your brain’s ability to reorganize itself by forming new connections based on your experiences and thoughts. 

In other words, you have the power to rewire your brain.  So no matter how long you’ve been wearing the busy badge, you can do something about it.

Why is it important to win the battle with busyness?  Because wearing the badge of busyness comes at a cost. It might seem like you’re thriving, but beneath the surface, it’s leading to stress, burnout, and a perpetual cycle of overwhelm.

Here are a few of the reasons why you will want to rewire your brain when it comes to busyness:  

Avoiding Burnout: There’s no denying the fact that busyness often leads to burnout. Constantly feeling overwhelmed and stressed can take a toll on your well-being. By rewiring your brain, you can break free from this cycle and find a more sustainable way to navigate your workload.

Enhancing Productivity: Wearing busyness as a badge doesn’t necessarily translate to being productive. It might create an illusion of productivity, but the key is effectiveness over sheer volume. Rewiring your brain helps you focus on strategic thinking and prioritization, leading to enhanced productivity without the unnecessary stress.

Here are some examples of what’s possible when you win the battle with busyness:  

From Chaos to Control: Imagine you often boast about how chaotic your day is, believing it showcases your hard work. Rewiring that unhelpful thought might sound like this: “I can organize my day to ensure high-impact tasks are handled efficiently.” This shift from describing chaos versus control not only changes your perspective but also guides you toward a more controlled and effective approach.

Prioritizing Impact Over Volume: If you find yourself glorifying a mountain of tasks, consider rewiring to emphasize impact. Instead of saying, “I have a ton of work,” shift to “I focus on tasks that have the most significant impact, delivering quality over quantity.” This not only reshapes your narrative but also directs your energy toward more effective productivity.

In essence, rewiring your brain is about trading the badge of busyness for one of effectiveness and well-being. It’s acknowledging that success isn’t measured by the volume of tasks but by the impact of your efforts. 

Becoming a Smarter Accountant: How To Win The Battle With Busyness

Now let’s talk about steps to become a Smarter Accountant by winning the battle against busyness.

Step 1: Prioritize Strategic Thinking Over Perpetual Busyness

As accountants, it’s time to shift from being perpetually busy to strategically effective. Instead of glorifying constant chaos, focus on strategic thinking. For example, replace the thought, “I’m always swamped with tasks,” with “I strategically prioritize tasks to maximize impact.”  Remember, how you think creates how you feel.  If you want to feel less overwhelmed and more in control, you have to change how you think about the work that needs to be done.

Step 2: Embrace the Power of Saying No

Being a Smarter Accountant also means understanding the value of your time. Don’t be afraid to say no to tasks that don’t align with your priorities. For instance, shift from “I can’t say no; I have too much on my plate” to “I can strategically choose tasks that align with my priorities.”

Step 3: Implement Time-Blocking for Efficiency

Winning the battle with busyness requires a tactical approach to time management. Use time-blocking to allocate specific periods for focused work. Shift from “My day is a chaotic race against time” to “I strategically time-block to ensure efficiency and focus on high-priority tasks.”

Step 4: Leverage Technology for Automation

Smarter Accountants harness the power of technology. Automate repetitive tasks to free up valuable time. Change the narrative from “I’m buried in manual tasks” to “I strategically leverage automation tools to enhance efficiency and accuracy.”

Step 5: Cultivate a Positive Work Environment

Create a work environment that fosters productivity and well-being. Shift from “I’m constantly stressed in this chaotic office” to “I can create a positive work environment for myself.”

Step 6: Regularly Assess and Adjust Strategies

Being a Smarter Accountant is an ongoing process. Regularly assess your strategies and be willing to adjust. Move from “I’m stuck in this overwhelming routine” to “I can assess and adjust my strategies to optimize efficiency and well-being.”

Remember, winning the battle with busyness is not about eliminating tasks but about redefining success. Becoming a Smarter Accountant means winning the battle with busyness so that you can have a more sustainable career.  

Well, that’s what I have for you.  Thank you for joining me as I shared how to win the battle with busyness.  I hope you’ve gained valuable insights and practical tips.

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

I’ll explain The Smarter Accountant 6-week Program and how you can apply it to whatever you’re struggling with.

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

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

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

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

Today we’re going to discuss something we’re all pretty familiar with  – the annual year-end reviews for accountants.

Once the holidays pass, it’s that time of the year again, where performance evaluations take center stage. Whether you’re a seasoned pro or just starting your accounting career, the year-end review is like the grand finale of your work-year performance. 

But here’s the thing – I’m not just going to be talking about the review itself; I’m going to be diving into how important it is to understand your accountant brain when it comes to year-end reviews, feedback, and criticism.  

If you’re about to receive your year-end review, there’s probably some anticipation, a bit of nervousness, and maybe even some excitement. It’s the time when your efforts, achievements, and maybe a hiccup or two, take the spotlight.

Before you go in for your review, it’s important to understand that your brain is the ultimate feedback filter. Your brain is like a mental sorting hat, deciding what’s a fact, what’s just someone’s opinion, and how it all fits into your existing thoughts about your work.

The key is understanding the difference between a fact and your brain’s interpretation of a fact.  This will make a huge difference in how you see yourself and your work.

If you’re not aware of how your brain works, you may misinterpret feedback for criticism.  The truth is that knowing if someone is genuinely trying to help or not can change how you take in what they’re saying.

But here’s the catch – your brain has this memory game going on. It likes to stick with what it already knows, even if there’s new information.  In other words, if you believe you’re awesome at your job, your brain might hold onto feedback that agrees with that and ignore the rest.

On the other hand, if you’re dealing with self-doubt or imposter syndrome, your brain will interpret feedback as criticism, hold onto anything that adds to your feelings of self-doubt and imposter syndrome, and ignore the rest.

So why should you care about your brain’s role this year?  Because understanding how your brain handles year end reviews isn’t just about getting through it.  It’s about empowering yourself with insights that can shape how you grow in your career. 

Knowing how your accountant brain works can make a real difference.

Get ready for some practical tips, a few “aha” moments, and a clearer path through the year-end review maze. 

The Impact of Year-End Feedback for Accountants

Year-end reviews are a shared experience for many accountants.  It’s that time when supervisors and employees come together to discuss the past year’s experience. 

While we often have the fact of year-end reviews in common, the emotions and expectations that are involved are unique to each accountant.  For most, it’s typically a mix of anticipation, fear, nerves, and perhaps a hint of curiosity. 

Questions like, “How did I perform this year? What feedback am I going to get?” are natural.   It’s like being on a stage with the spotlight on you – it can be a significant moment.

So why does the ritual of year-end reviews matter so much? Because it can become a stepping stone in your career path. 

The feedback you receive during this annual review isn’t merely about applauding successes or highlighting areas for improvement; it can become a roadmap for your professional development. 

Understanding how your contributions are perceived can open doors to growth, such as climbing the corporate ladder or embracing new challenges.

Whether you’re navigating achievements or challenges, remember, it’s all part of the process. But if you’re worried, I’ve got you.  I’m going to be explaining the helpful way to navigate year-end reviews so that it sets you up for success next year.

Your Brain as the Feedback Filter

As I shared before, it turns out that your brain plays a crucial role in how you process feedback, especially during those year-end reviews. 

Your brain isn’t just a storage box for facts and figures; it’s a filter when it comes to feedback. It decides what’s a solid fact, like saying you completed 75% of your tasks accurately, and what’s more of a personal opinion, like someone saying you’re not as proactive as you need to be.

In order to understand your brain better, imagine it as a super-smart organizer at a huge library. When you hear feedback, it’s like it’s sorting through a ton of books. 

Some books are straight-up facts – things everyone would agree on. For example, if your boss says, “You met all your deadlines,” that’s a fact. 

But then, there are opinion books. These are more about how someone feels. If they say, “You have a unique way of tackling challenges,” that’s their opinion.

Now, here’s the tricky part – your brain doesn’t start fresh with every piece of feedback. It brings along what it already believes. 

For example, if you feel you believe you did a good job this year, your brain might grab onto feedback that agrees with that and ignore the rest. It’s like having a favorite flavor of ice cream, and you keep reaching for that one.

But if you believe you didn’t do a good job this year, your brain will grab onto feedback that agrees with that. It’s like your brain has its own library filing system, making sense of the feedback bookshelf.

The reason I’m bringing this up is because understanding this filtering process is like having a backstage pass to your thoughts during reviews. It can give you a front row seat to your brain’s role in processing feedback before, during, and after those crucial year-end reviews.

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Your Brain’s Role In Deciphering Feedback Versus Criticism

Think about your daily routine – going to a restaurant, ordering things from Amazon, or checking out that new movie. Everywhere you turn, someone’s asking for feedback. 

It’s like the background music of our lives. We listen to other people’s experiences to decide what to do.

For example, picture planning a vacation. Before I pack my bags, I check Trip Advisor. It’s like a storybook where travelers share their adventures and warnings. 

I read through, absorbing their highs and lows to plan a trip that’s exciting and safe. Even for a simple night out, Open Table reviews become my guide, helping me pick restaurants that people like.

So if we’re so used to giving and reading feedback, why do we dread year-end reviews so much?  We’re swimming in opinions every day, yet when it comes to personal or work feedback, things get tricky. 

One reason is that everyday feedback, like rating a product, doesn’t create an emotional reaction the same way personal or work feedback does. It’s like giving your thoughts on a movie versus being the main actor on the big screen – the emotions are different.

Here’s the thing: Our brains, smart as they are, have a habit. They like things they already know.

When we get personal or work feedback, our brain might automatically filter it through what we already believe about ourselves. This creates a bit of confusion, making it hard to separate useful information from what we already think.

The second thing you need to understand is that your brain has a negativity bias. It’s the tendency of our brains to pay more attention to and give more weight to negative information compared to positive information.

For example, if you get ten compliments and one criticism, your brain might focus more on that one criticism. It’s like having a mental magnifying glass that zooms in on the negative things because, in the ancient days, paying extra attention to potential dangers was crucial for survival.

The third thing you need to understand is cognitive dissonance.  This is when you hold two conflicting beliefs or attitudes at the same time. 

Since our brains like consistency, when we’re taking in information from a year-end review, it can create a mental tug of war.

For example, you love chocolate, but you’re on a diet and know you shouldn’t eat it. That conflict between wanting something and knowing it’s not good for your goal creates cognitive dissonance. 

Your brain doesn’t like this discomfort, so it might try to change one of those beliefs to make them align.

Here’s the interesting part—negativity bias can enhance cognitive dissonance. In other words, because our brains pay more attention to negative things, it can make conflicting beliefs or attitudes feel even more uncomfortable.

In the context of feedback or criticism, negativity bias might make us focus more on the negative aspects, even if there are positives. This can then fuel cognitive dissonance – the discomfort of hearing something negative might clash with our existing belief about ourselves, triggering a mental battle.  

Thankfully, being aware of these brain quirks can help. When you notice yourself zooming in on the negative or feeling uncomfortable with conflicting thoughts, take a step back. 

Ask yourself if there are positive aspects you might be overlooking and try to find a way to bring balance. It’s like giving your brain a little nudge to see the bigger picture.

Becoming a Smarter Accountant: How To Navigate Year-End Reviews

Now let’s talk strategies for making those year-end reviews less of an issue. Here’s your step-by-step guide:

Step 1: Embrace the Positives:

Remember, negativity bias might make you focus on the negatives. Counteract this by deliberately seeking out the positives. Did your manager praise your attention to detail? Did a colleague appreciate your teamwork? Write these down – create a positivity list.

Example: “My manager mentioned I’ve been consistently thorough in financial reports. That’s a win!”

Step 2: Reflect on Growth Areas:

Identify areas where you can improve without letting cognitive dissonance cloud your judgment. Be honest with yourself. Are there aspects you struggled with? Use clear, specific examples to pinpoint areas for growth.

Example: “I noticed my time management slipped a bit during the tax season crunch. I can work on organizing tasks more efficiently.”

Step 3: Proactive Communication:

Don’t let surprises sneak up on you. If there’s something you’re unsure about, ask beforehand. Are you curious about specific aspects of your performance? Reach out to your manager. Clarify expectations and demonstrate your commitment to improvement.

Example: “I’m eager to understand your expectations for my role better. Any specific areas you’d like me to focus on during the review?”

Step 4: Own Your Narrative:

During the review, share your perspective. If there’s a project where you excelled or a challenge you overcame, speak up. This isn’t about boasting but making sure your efforts are acknowledged.

Example: “I faced a steep learning curve on the new software, but I worked extra hours to grasp it, and now it’s become a strong suit.”

Step 5: Feedback as a Stepping Stone:

View feedback as a ladder to climb, not a weight to carry. Whether positive or constructive, every piece of feedback propels you forward. Take what helps you grow and leave behind what doesn’t serve your improvement journey.

Example: “Even though the feedback on client communication was tough, it’s a chance to enhance my client management skills.”

Step 6: Continuous Improvement Mindset:

Remember, it’s not about perfection; it’s about progress. Use the feedback as a roadmap for continuous improvement. Set actionable goals based on the insights gained during the review.

Example: “I aim to enhance my efficiency in handling client questions. I’ll start by implementing a system to prioritize and respond promptly.”

I’ve worked with many clients on year-end-reviews, but one of my clients stands out the most.  She’s a manager at a credit union and has to do a yearly self-review, give that to her manager, and then they discuss where they agree or disagree.

During one of our coaching sessions she was sharing all the negative things she thought her manager was going to say about her.  I’ll be honest – I was really surprised because I knew what a great job she had done throughout the year, but her negative biased brain wasn’t seeing it.

I asked her to tell me the top 3 negative things she believed her manager was going to say.  Then I had her flip them to the opposite.  For example, if she thought her manager was going to say she wasn’t an effective leader this year, we turned it to the opposite – I was an effective leader this year.

Then I asked her to give me 3 examples of how she was an effective leader.  At first she was resistant, but once she got started, she actually gave me 10 examples.

We went down the list of each of the negative things she thought her manager was going to say about her and were able to prove the opposite was truer.  Of course there were areas that needed improvement, but if she let he negatively biased brain dictate her evaluation of herself, she would have missed her incredible growth and contribution to the company.

The funny thing is once she shared her self-review with her boss, he agreed with every positive thing she outlined.  He even agreed with where she said she needed improvement, but he emphasized that she was doing an incredible job.

The truth is that navigating year-end reviews is like steering a ship – you need a clear direction. By focusing on the positives, reflecting on growth areas, communicating proactively, owning your narrative, and seeing feedback as a tool for improvement, you’ll not only survive but thrive in the year-end feedback narrative. 

Well, that’s what I have for you.  Thank you for joining me as I shared how to navigate year-end reviews.  I hope you’ve gained valuable insights and practical tips.

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

I’ll explain The Smarter Accountant 6-week Program and how you can apply it to whatever you’re struggling with.

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

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

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

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

In the fast-paced world of accounting, where time is one of our most precious assets, the idea of working fewer hours while achieving more might seem impossible. However, I’m here to share my secret to a 30-hour workweek. 

For decades, I’ve been managing my successful accounting career working 30 hours a week,  not by burning the midnight oil, but by understanding a better way to manage my time and how to manage my brain.  

The conventional belief that longer hours automatically translate into greater productivity is a myth I’ve debunked through my own experiences. In today’s episode, I want to share insights, strategies, and the transformative power of brain management that has allowed me to accomplish more than others working 50 hours or more.

Looking back, I can see that my journey into better time management started about 30 years ago after I had my first child.  I was working at Deloitte and there were no part-time positions, however, the Tax Partner didn’t want to lose me so he created the first part-time position in the office for me.

Because I felt so grateful for his recognition of my value, I made it my mission to get as much done in the 3 days a week that I worked at the time, as my coworkers did working 40+ hours a week.  Of course I got the sarcastic, “Working half a day?” comments when I left at 5:30 pm to pick up my daughter from daycare, but the Tax Partner reassured me that he knew I got more done than anyone else, so I should just keep doing what I was doing.

The funny thing is, I’ve learned so much more since then about better time management.  For the past 20+ years I’ve had 30-hour workweeks at my accounting job, and have also been able to write and publish a book, run a coaching business, coach clients, create 2 separate podcasts a week, and enjoy plenty of time with my husband.

How is this possible?  I’ve discovered that the key to success doesn’t necessarily lie in the sheer quantity of hours spent working, but rather in how efficiently we manage our most valuable resource—our brain.

Here’s the thing: More time does not equal more productivity.  In fact, more time often equals diminished quality of work and decision-making abilities. 

I want to help you make a paradigm shift—a shift that places emphasis not just on the number of hours worked but on the quality and efficiency of the hours dedicated to your work.

I’m going to be sharing the fascinating realm of neuroscience, exploring how the brain functions at its best and how we can harness its potential to maximize our professional output. This is not going to be about working harder; it’s about working smarter, and that begins with understanding the connection between our brain and our productivity.  

The Myth Of Longer Hours

I know there are books out there about working less hours, but I can honestly tell you that I haven’t read any of them.  Why?  Because what I’ve been doing for the past 3 decades has been working.

For many of us, especially in public accounting, our time spent is directly tied to the amount we can charge a client.  In fact, for many accountants, there’s a common idea that the more hours you put in, the more successful and productive you’ll be. 

But what if I told you that this belief isn’t true? Let’s challenge the notion that longer work hours automatically mean higher productivity.

Think of it this way: imagine you’re on a road trip. At the beginning of your journey, you’re full of energy and excitement. You drive for hours, making good progress. However, as time goes on, you start to feel tired. Your ability to focus decreases, and the joy of the journey diminishes. 

It’s similar in the world of work. At first, putting in extra hours might feel productive, but just like a long road trip, there’s a point where more hours does not equal more progress.

In fact, as I said before, since I’ve worked a 30-hour workweek, I’m able to get more done than anyone else, working less hours than anyone else.

Here’s the thing: When we work long hours without taking into account various factors that contribute to better time management, the quality of our work decreases, we’re more likely to make mistakes, we struggle to concentrate, and end up feeling stressed. In other words, we are creating diminished returns with our time.

The truth is that working longer doesn’t always mean getting more done—it can actually mean getting less done with lower quality.

Thankfully, by understanding how our brains function and taking steps to optimize their performance, we can achieve more in less time.  And when we can achieve more in less time, a 30-hour workweek isn’t just a dream; it can become a reality.

The Neuroscience Behind Productivity

As I often say in the introduction to this podcast, this is the place where brain science meets accounting.  And I can tell you that nowhere is it more important to understand brain science than when it comes to time management, productivity and achieving a 30-hour workweek.

So the easiest way to explain our brains is that they are like busy command centers. They control everything we do, from solving math problems to making decisions. 

The truth is that understanding the science behind how our brains operate can help us to literally work smarter, not harder. 

When it comes to accounting work, one of the most important things we need to learn is how to improve our focus.  Imagine you’re trying to build a tower with blocks. When you concentrate on each block, the tower stands tall and strong. 

But what happens if you try to build the tower while juggling, listening to loud music, and answering texts? It becomes tricky, right? 

Our brains work the same way. They love focus, and when we overload them with too many tasks, it’s like trying to build that tower while juggling—it gets shaky.

In order to improve your ability to focus you have to get clear about one important thing – what your brain is thinking, especially about the work that has to be done.  

As I shared in my book, “The Smarter Accountant,” our thoughts create our feelings, our feelings drive our actions, and our actions create our results.  If you want to get more done in less time, it all starts with what your brain is thinking.  

For example, let’s say you have a looming deadline for a complex financial report.  If the thought your brain is offering is something like, “I’m never going to finish this on time. It’s too much work,” you’re going to feel overwhelmed.

And when you feel overwhelmed, guess what happens?  You most likely procrastinate doing the report, avoid certain tasks, and constantly worry about not being able to meet the deadline.

And the result?  Incomplete or poorly executed report, heightened stress levels, and a negative impact on your productivity and overall work satisfaction.

But if you were to learn to be more intentional with what you’re choosing to think on purpose, you would be much more productive and be able to get more done in less time.

For example, let’s go with the same example of the looming deadline for a complex financial report.  If instead of letting the default part of your brain think, “I’m never going to finish this on time.  It’s too much work,” you could instead choose to intentionally think, “I can break it down into manageable steps” or “I’ve successfully handled similar reports in the past.” 

An intentional thought like either one of these is going to create a feeling of confidence instead of overwhelm.

And when you feel confident, guess what happens?  You create a detailed plan, break the report into smaller tasks, prioritize efficiently, and focus on one segment at a time.

And the result? A well-organized and completed financial report, reduced stress, and an increased sense of accomplishment.

In both scenarios, the circumstances remain the same—the looming deadline for a complex financial report. However, the thoughts, feelings, and subsequent actions are vastly different. 

By consciously managing your brain by choosing your thoughts intentionally, you can create more useful feelings and actions.  This, in turn, leads to improved productivity and the ability to get more done in less time.  

Remember, your power lies in how you choose to think about and respond to circumstances. 

Intentional Time Management

In the quest for a 30-hour workweek, you also have to learn to be more intentional with your time management.  This is not just for big projects, but for everything that has to get done.

Instead of haphazardly tackling various tasks or going down a to-do list, intentional time management involves making decisions with your higher brain; decisions about what needs to be prioritized, how long you’re giving yourself to get it done, what day, and what time of day.

But here’s what’s missing from everything you’ve ever learned about time management: As I said before, since your feelings drive your actions, if you want to be super productive so that you can have a 30-hour workweek, you have to be intentional about how you need to feel in order to get things done.

One of the biggest mistakes that accountants make is not understanding the power of their feelings.  If you are trying to get work done from the feeling of overwhelm, stress, pressure, confusion, or frustration, you are wasting a lot of time.

In fact, stress and overwhelm are the biggest time wasters for accountants.  Why?  Because those feelings lead to ineffective actions.

Let me share what happens when you feel stressed and overwhelmed, and try to get accounting work done:

Procrastinating:  Feelings of overwhelm and stress can create a sense of paralysis, making it difficult to initiate tasks.  Procrastination sets in as a coping mechanism, delaying essential work and impacting deadlines.

Spinning in Circles: Overwhelm often causes us to feel stuck or trapped, leading to a cycle of spinning in circles without making significant progress.  This perpetual motion without clear direction contributes to time being wasted.

Catastrophizing:  When feeling stressed, there’s a common habit called catastrophizing. This means your brain tends to make problems seem much bigger and scarier than they really are. It’s like turning small challenges into giant, impossible mountains. This way of thinking can make our work seem much harder than it actually is, making it more difficult to get things done efficiently.

Excessive Email Checking: The feeling of stress often drives us to seek distraction through constant email checking.  This not only interrupts focused work but also creates a false sense of busyness without actual productivity.

Avoiding:  Under stress, we will naturally avoid challenging tasks or responsibilities. This avoidance can create a backlog of work and contribute to increased stress in the long run.

Micromanaging:  Overwhelm can lead to a desire for control, resulting in micromanaging every detail.  Instead of focusing on the big, important tasks, you end up spending too much energy on the little things. It’s like trying to organize every single puzzle piece instead of looking at the whole picture. This can make your work less efficient and keep you from doing more impactful tasks.

Perfectionism:  Stress often drives a need for perfection as a way to gain a sense of control.

Striving for perfection can lead to spending excessive time on tasks that may not need such attention.

Indecision:  Overwhelm can create a sense of indecision, making it challenging to make decisions or prioritize tasks.  Indecisiveness can result in time being wasted on overthinking without concrete action.

Overcommitting: Stress often leads us to overcommit in an attempt to meet high expectations.

Overcommitting can spread resources thin, causing burnout and diminishing the quality of work.

Negative Self-Talk: Feelings of stress and overwhelm often accompany negative self-talk,  self-doubt, and imposter syndrome.  Engaging in negative internal dialogue can chip away at our confidence and contribute to a negative mindset.

Lack of Boundaries: Overwhelm often leads to a failure to establish clear boundaries between work and personal life. Blurred boundaries can result in inefficiency, as work may spill over into personal time without significant productivity.

Overworking: In an attempt to catch up or alleviate stress, we may engage in excessive working hours.  Overworking can lead to burnout, fatigue, and a decline in overall effectiveness.

If you could only see how much more productive and efficient you’d be if you learned how to manage your mind and be more intentional with your feelings and your time management, you’d be blown away.

Becoming a Smarter Accountant: Creating The 30-Hour Workweek

As I shared before, becoming a Smarter Accountant involves a paradigm shift—one that challenges the traditional belief that success hinges solely on working longer hours. 

If creating a 30-hour workweek is important to you, let me share some of the most important factors you need to consider:

Embrace the Power of Time Management Math: Here’s what I tell my time management coaching clients all the time: Effective time management is math, not drama.  Time is like money; it’s limited, and you need to learn how to use it wisely to fit everything into a 30-hour workweek.

Example: I think of completing a tax return in two hours like solving a puzzle. I just need to stay focused, avoid distractions, and plan my time based on the steps involved in completing the tax return. 

Know Your Time Management Personality:  Understanding your unique time management personality is crucial. Time management is not a one-size-fits-all kind of thing, so knowing what works best for your personality is incredibly helpful.  If you don’t know your time management personality, you can take The Smarter Accountant Time Management Personality Quiz at https://thesmarteraccountant.com/personality-quiz/

Example: I am a classic Early Bird time management personality so getting my most complicated work done early is the best use of my time.  In fact, when I work from home I sit at the computer at 7 am and get more done by noon then most accountants get done in an entire day.

Set Clear Time Constraints:  You need to understand that Parkinson’s Law states that work expands to the time allowed.   Setting strict time limits helps you avoid wasting time and encourages you to work efficiently.

Example: I decide that checking and responding to emails will take a maximum of 30 minutes, preventing unnecessary delays and ensuring timely communication.

Make Decisions Ahead of Time:  Making decisions before you start working is crucial. It’s like planning your route before a road trip. This way, you use the higher, executive functioning part of your brain to plan, reducing stress during the actual work.

Example: I plan as much as I can in advance, always setting up my future self for success.  The more decisions I can make in advance, the easier it is for my primitive brain to follow the plan.

Drop the Perfectionism Mindset:  Understand that perfectionism is a huge time-consuming roadblock.  You can strive for excellence but recognize when a task is “good enough” to maintain efficiency and avoid unnecessary time investment.

Example: I know that accounting is a breeding ground for perfectionism, but I also know that B+ work is better than time wasted trying to make something perfect.  If I want to get everything done in a 30-hour workweek, then done is better than perfect.

Shift from To-Do Lists to Calendaring:  Replace overwhelming to-do lists with a structured calendaring approach.  The truth is that your brain gets easily overwhelmed by to-do lists and you do not want an overwhelmed brain trying to do accounting work.  Allocate specific time slots for each task on your calendar, providing a clear and focused roadmap for the day.

Example: Using a calendar has been the most impactful thing I’ve ever done.  I prefer a combination of a paper calendar for managing my time and a digital calendar for appointment reminders.  I would not be able to get more done in less time without my calendar.

Prioritize Tasks Strategically:  The fact is, your brain thinks everything is urgent.  To avoid this, prioritize tasks based on impact and ease.  Easy/High Impact get done first to create momentum and then Hard/High Impact items go next.  

Example: Effectively prioritizing takes practice, but it’s so worth it.  The few minutes it takes to label and group things by impact and ease, the easier it is to clearly see what needs to be done first.  

Utilize Time Blocking Techniques:  Effective time blocking has been a game-changer for me.  You want to implement time blocking to create dedicated periods for specific types of tasks.

Group similar activities together to maximize efficiency and minimize the cognitive load associated with frequent task switching.

Example: The Container Calendaring process I came up with is my saving grace.  When I’m calendaring the things I need to get done, I’m making decisions about what needs to be done, how long I’m giving myself to get it done, what day, what time, but more importantly, how I need to feel to get it done.  It’s how I’m able to eliminate procrastination.

Embrace Optimal Focus Time:  Research has shown that our brain’s optimal focus time is around 90 minutes. Structure your work around this to be more effective.

Example: I will set a timer on my phone for 90 minutes so that I don’t get caught down a rabbit hole and then burn myself out.  I take short breaks, and then tackle the next task with renewed focus.

Delegate Effectively: Whether it’s at work or at home, you don’t have to do everything yourself.   Delegate tasks to others so you can focus on what you do best.

Example: The things I delegate the most are things where my time could be spent more wisely and effectively.  For example, sourcing out grocery shopping, clothes shopping, and meal prep have been incredible time savers. 

Establish Work-Life Boundaries:  You’re not doing yourself or your ability to work a 30-hour workweek any favors by not having clear boundaries.  Learn to set and respect time boundaries to maintain a healthy work-life balance.

Example: This is something I’ve gotten very good at over the years.  When I say I work 30 hours a week, I truly mean only 30 hours a week (unless it’s tax season; I’ll work an additional 6 hours a week during tax season).  My boundaries around my time are clear and I have no problem setting them with clients, colleagues, or anyone else.

Monitor and Analyze Time Usage:  Regularly check how you’re spending your time. It’s like looking at your expenses to see where you can save money. Regular time audits help you make informed decisions about what needs to be adjusted or improved.

Example: You’ll be amazed if you do a weekly time audit.  It was so helpful to become aware of time spent on client meetings, project planning, and administrative tasks, allowing me to identify areas for optimization.

Foster a Culture of Efficiency:  Encourage your team to find ways to save time. It’s like everyone working together to make the workplace more efficient.

Example: Because I’m a Certified Professional Coach for accountants and I specialize in time management, I have the pleasure of coaching other accountants, weekly.  It is my passion to teach accountants how to be smarter and work smarter.  

Learn to Manage Your Mind: The Secret to Effective Time Management:  Hands down, the single most important thing you absolutely need to learn in order to have a 30-hour work week is mind management.  

Managing your mind is the ultimate key to effective time management. It’s about understanding and directing your thoughts and feelings, which directly influence how you use your time. When you can control your mind, you make more intentional decisions, reduce stress, and enhance your overall productivity.

Mind management involves recognizing unhelpful thoughts, reframing them, and consciously choosing thoughts that support your time management goals. I promise you that a 30-hour workweek isn’t possible without learning how to manage your mind.  

Making a 30-hour work week happen involves using smart strategies for managing your mind and your time, planning things out carefully, and focusing on efficiency rather than trying to be perfect. When you follow these steps, you’re on your way to getting the most out of your work time and finding success in a shorter amount of time. 

Just remember, the key is to work smarter, not longer.

Well, that’s what I have for you.  Thank you for joining me as I shared my secret to a 30-hour workweek.  I hope you’ve gained valuable insights and practical tips.

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

I’ll explain The Smarter Accountant 6-week Program and how you can apply it to whatever you’re struggling with.

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

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

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

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