I’m Afraid of My Accountant

Posted by on April 18, 2018

 

One of my favourite “ah ha” moments at Dollar Divas came a few years ago during a discussion group. We had been chatting about hiring the right professionals and how to find them, when a woman who had been pretty quiet all evening finally joined the conversation.  

“I dread going to my accountant every year,” she said.  

Saira and I looked at each other and said simply, “Then get a new accountant.”

Slowly the realization sunk in that she could move her business to a different account, and it was like a huge weight was being lifted off her shoulders. This Diva felt loyal to someone she hated simply because she had used him for many years.

This is not an uncommon issue.

Many women stick with professionals who are the wrong fit simply because they don’t want to rock the boat—and it needs to stop.

Here are some tips to help you break up with your accountant (or other professional) without feeling the guilt.  

  • Speak up:

    If your professional is not serving you to your satisfaction, you are not required to continue accepting poor service. Speak up! Most professionals will continue with the status quo unless you voice your concerns. A good professional will change their actions when their clients voice an issue. If you have already taken this step and nothing has changed, then it is probably time to start shopping elsewhere.

  • I like me best:

    Something I witnessed over and over again is a woman staying in a professional relationship that was not serving her simply because she was afraid of hurting someone’s feelings. Many women have told me that ending a professional relationship is like parting ways with a boyfriend. If this is you, something to keep in mind is, “I like me best.” While putting others above yourself is noble, it is not always in your best interests and there are better ways in which to do this. If you have already tried to talk to your professional and nothing has changed then it’s time to find someone new who can serve you better.

  • Have someone else do it:

    Ending a long-term relationship with a professional can be difficult for some people. The good news is, a lot of times, you don’t actually have to have that super uncomfortable conversation. Once you have a found a new person to work with, they can usually have that conversation for you. In the case of a financial advisor, it is as easy as having them request a transfer from your old institution. No ugly confrontation required. If you get a bitter and angry phone call or email, that will confirm that you have made the right choice by changing.

I can’t speak for all women, but a lot of the women I know are wired to be people pleasers. While this may serve them well in their personal lives, it is not necessarily conducive to healthy professional relationships.

Personally speaking, this quality has landed me in more than one uncomfortable situation, where I was not being served well, but I was too afraid to make a change thanks to some bizarre sense of loyalty. Learning that I can make a change has not only been liberating, it has been lucrative.

At the end of the day, you need to look out for you, and if you’re not happy, then something has to change.  


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Posted in: Professionals

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