For the past five or six months, I've been purging a storage filled with thirty years of memories. It's strange how uncovering items from the past has felt like meeting old friends, reuniting with people, and reliving memories I thought were tucked away for good. My storage space has been like a time capsule of forgotten books; at one time, I was an avid reader, but now, I rely on Audible. If someone suggests a book, I head to Audible before even considering Amazon. And despite my attempts at decluttering, I can’t seem to part with these books, read or unread, autographed or not. They hold memories I can't replace.
Then there are the college papers, even textbooks, that I once thought would be lifetime references, this was long before I could just look things up on the Internet. But perhaps my most cherished find is a small book by Iyanla Vanzant called Acts of Faith. For years, I've set the goal of reading the Bible in a year, but my focus tends to drift. Still, I won’t give up, it remains something I truly want to accomplish. Instead, Acts of Faith is something I can turn to daily, and each time, its message feels fresh, like an “aha” moment. Somehow, each reading reveals something new, a wisdom that resonates differently over time. This rediscovery of the old reminds me of how our professional skills are often revisited in new ways. Sometimes, an old method or idea suddenly feels relevant again or becomes the missing piece in tackling a current challenge. Sometimes, our goals get set aside, left on a shelf like an unread book. But there comes a time when we can pull them back down, revisit them, and use them in a new way—reshaping them for a different time and a better opportunity. What’s old can always be new again. Sometimes, it’s just about seeing it through new prescription glasses or even after a little corrective eye surgery.
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As the end of the year approaches, my annual ritual of verifying names and addresses for W-2 and 1099 forms kicks into high gear. Every year, without fail, there’s someone who disputes the spelling of their own name—even though they may have entered it themselves in the HR system. 🤭 And then, there are the folks who “forget” to update their addresses, leaving me chasing down corrections. What should be a quick task always stretches into a marathon of updates, phone calls, and emails.
Today, to get me started, I stopped by my favorite fast-food spot for breakfast. Predictably, when they asked for my name, my simple “Veronica” usually somehow morphs into “Victoria,” “Vanessa,” or “Valerie.” Occasionally, they get it right, but then the spelling goes astray. Thankfully, these minor slip-ups don’t end up on critical documents like the W-2s I’m preparing. So, as we dive into W-2 and 1099 season, here’s a small request: give us grace for the occasional spelling mishap, we’ve done our due diligence. And if you’re one of those folks with an email address like “MoneyMaker2020” or “Cowgirl1996”—clearly a Cowboys fan who wants to reminds us of their last Super Bowl win. Or maybe you have since moved on to a more professional address, please, help us out by adding your real name in the signature! It’s the little things that make a big difference, especially when it’s for something as official as tax documents. I may be particularly sensitive to this topic because, after all, I gave my son a name that’s only four letters long: Evan. I figured fewer letters would mean fewer ways for people to get it wrong… although, somehow, it still translates to Ethan every time. So I tried, right? I may have been a little luckier with his first name, but the last name—now that was out of my control. One out of two isn’t so bad, right? As an accountant and a mom of a preteen, there are moments when both roles overlap in the most unexpected ways. Take, for example, Hurricane Helene. Just like in accounting, where we’re constantly managing unexpected financial storms, being a parent means preparing for unpredictable moments, especially with a growing, active son.
When a storm hits, whether it’s managing financial reconciliations or guiding my son through the chaos of school closures and power outages, the principles remain the same: stay calm, have a plan, and adapt quickly. In accounting, much like in parenting, forecasting can only go so far, there are always variables out of our control. Hurricane Helene served as a reminder of the importance of balance. Just as I help my clients weather financial uncertainties, I also guide my son through life's storms with patience and understanding. Both roles require adaptability, problem-solving, and a lot of patience. And, of course, knowing when to take shelter, when to push forward, and rebuild. Wishing for the safety of everyone and the swift restoration of even more. It’s month-end, third-quarter close, and somehow, it feels like a quarantine flashback, complete with inclement weather, flickering lights, and my pre-teen shouting into Discord like it's an Olympic event! Balancing spreadsheets while the Wi-Fi plays hide-and-seek. That’s multitasking on a whole new level. At this point, the only thing more unpredictable than my son’s gaming commentary is the weather.
The alarm goes off, but who needs it? Looks like today’s spreadsheets will be traded for a much-needed nap, just to gear up and do it all again tomorrow. Time to rest up for another round of juggling quarter-end reports and chaos at home. Next time, I might just add ‘weather-proof’ to my resume! #monthendmadness #preteenpandemonium #spreadsheetscramble #wifiwoesandworkflows We’re at the end of a short week, and, as usual, I woke up this morning in a mad dash to get my son to school. Whether it’s after a long weekend or during a short week, we always seem to need just one more day to fully recuperate. Last weekend was nice—we attended our family’s annual Labor Day cookout. It’s always great to reconnect with family and catch up with old neighborhood friends. This morning, despite the rush, the weather was beautiful—a hint of fall in the air. All I could think about was opening the patio doors and sipping a warm drink. I’m not a coffee drinker, but I love my tea. I have a bit of an obsession with coffee mugs—I collect them the way my son collects Amiibos and Rubik's Cubes. Choosing the right mug each morning feels like a ritual, a little tug-of-war to find the one that matches my mood for the day. After dropping him off at school, I came home, made myself some hot water with lemon, and took a moment to enjoy the crisp breeze a precursor to fall, just before jumping on my weekly Teams call. I absolutely love fall, but of course, work calls. Fall is the perfect transition from summer: cool mornings where you can wrap up in a light pashmina, followed by afternoons that still offer a touch of warmth from the sun. It’s eventually the best of both worlds, striking that perfect balance—not too hot, not too cold. Just like my hot water with lemon, it's all about finding that equilibrium. As we prepare for the 4th quarter of the year, for accounting, it’s time to reflect on the first third of the year and everything that’s happened. Now, we enter that final stretch, the last marathon to wrap everything up. After the hustle and bustle of reviewing sales and revenue, expenses, profit or loss, we’ve reached a season where things start to gear up for yearend. Now is the time to focus on meeting the goals we set with last year’s budget, making those final adjustments as we push toward the finish line. Just as fall prepares us for winter, this season in accounting is about closing the books and setting the stage for what’s to come. It’s time to start planning next year’s budget, prepare for open enrollment for benefits, and get ready for W-2s and 1099s. From here on out, everything can get a bit tedious, but the seasonal change and cooler temperatures make it a little easier to find balance—both in life and in the books. |
AuthorMeet Veronica, the voice behind "The Calculated Mind". She's the Beethoven of balance sheets, orchestrating harmonies between assets and liabilities with a symphony of spreadsheets. Veronica's love for excelling (and Excel) knows no bounds. In her world, numbers don't just add up; they tell tales of triumph and learning. Join her as she turns ledgers and balance sheets into compeling tales of fiscal adventure! Archives
November 2024
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