“A firm’s culture during busy season reveals its true colors.”
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Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto.
Center for Accounting Transformation
As the busiest time of year looms for accountants, industry leaders Byron Patrick, CPA.CITP, CGMA; Donny Shimamoto, CPA.CITP, CGMA; and Liz Mason, CPA, share practical advice in the first episode of the second season of Accounting ARC on maintaining resilience during tax season. Their conversation explores actionable strategies to counteract stress and promote mental health.
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The hosts share relatable anecdotes, from Patrick’s newfound habit of scheduling haircuts to Mason’s candid discussion about balancing ADHD with professional responsibilities. Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, adds, “If it’s not on my calendar, it’s not happening,” highlighting the need for intentional scheduling.
A recurring theme was the detrimental effects of toxic workplace cultures. Mason, founder and CEO of High Rock Accounting introduces the term “martyr syndrome,” where employees boast about overwork. Patrick, CEO of VERIFYiQ and vice president of client success at The B3 Method Institute®, counters, “We need to celebrate efficiency and smart planning, not all-nighters.”
From blocking time for meals to using balance boards at desks, the hosts suggest tools to reduce physical and mental strain. Mason emphasizes the importance of nutritious snacks and outdoor breaks, while Shimamoto discusses integrating yoga into his morning routine.
The podcast underscores the need to destigmatize mental health care in accounting. “Asking for help is a sign of strength,” Shimamoto says, encouraging listeners to use employee assistance programs. Mason adds, “Burnout leads to actual mental health crises. It’s crucial to intervene early.”
With firms increasingly promoting balanced workloads, the hosts remain optimistic. “Busy season doesn’t have to be synonymous with misery,” Liz concludes.
Top 10 Takeaways
- Plan self-care activities and work tasks ahead of busy season.
- Block time on your calendar for meals and breaks.
- Create multiple calendar links to control access to your schedule.
- Prioritize nutritious meals and snacks.
- Take outdoor breaks to reset and recharge.
- Identify and avoid toxic work cultures.
- Seek early intervention for burnout through therapy or assistance programs.
- Communicate openly about workload challenges with supervisors.
- Keep perspective by focusing on post-busy-season rewards.
- Advocate for workplace practices that respect work-life balance.