What to do when there’s too much to do

Richard Brewin • October 26, 2018

Accountants generally know what is the right thing to do.

We know we need to spend time properly instructing that team member and providing guidance for another.

We know what is required to do a dozen different client related tasks professionally and properly.

We know what we need to be doing to manage our own firm effectively.

We know what CPD we need to be taking on board.

And we know that we need to get the car over to the garage to get the wearing tyre sorted.

The trouble is that they all need doing now…and that’s the problem. Here’s what to do next:

First, don’t complain about not having enough time. You have as many minutes in a day as everyone else on this planet.

Second, take a breath. Panicking gets you nowhere.

Third, recognise that you are only human. Whatever is being demanded of you, you can do one thing at once, or rather, you can only do one thing properly at once.

Fourth, prioritise. No matter how difficult, create your list, identify what matters most and what you can deal with properly.

For the rest:

  1. Delegate what you can
  2. Bin what you don’t need
  3. Be honest with the rest. Pick up the phone and reschedule.

I don’t say it’s easy but its professional, it keeps you in control and it gets the job done.

Don’t be driven by he who shouts loudest.

Don’t defer managing your team just because it’s easier than saying no to a client.

And don’t ignore your family or your firm just because they don’t seem to matter there and then.

Take charge.

By Richard Brewin June 27, 2025
Look at any accounting firm website and there is a fair chance that the word ‘proactive’ will be prominent. Ask some business owners and taxpayers whether they consider their accountant to be proactive.  There is commonly a gap between the two, between the intent of the accountant and the expectations of the client.
By Richard Brewin June 23, 2025
The tag ‘Trusted Advisor’ gets bandied around a lot. Without trying to be deliberately contentious, I often challenge its use. Undoubtedly, accountants were once the trusted advisor to their clients. When I came into the profession 44 years ago now, the older partners, especially, were seen by their clients as their trusted advisor, their ‘go to’ person on any issues, business, family or personal, that were troubling them. Without the filing deadlines of today, these clients were with their accountant primarily because they valued the relationship rather than the products.
By Richard Brewin June 5, 2025
All accountants are the same! We’ve all heard it said. It’s nonsense, of course, but, when you are asked what it is that your firm does that differentiates it from other accounting firms, it can be a challenge to come up with something tangible.  Accounting firms tend to offer similar services, that’s what makes them accounting firms. Differentiating from competitors based upon services provided is therefore an issue.