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Working with ADHD: A toolkit for accountants

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According to a recent study published in Psychiatry Research, as many as 3.10% adults live with Attention Deficit Hyperactivity Disorder, which is characterized by persistent patterns of inattention, hyperactivity, and impulsivity and can significantly impact various aspects of life, including the workplace.

The accounting profession is no exception. There’s a growing number of accountants admitting they have ADHD and their struggles with the neurological condition. This Reddit thread asking if there were ADHD accountants has over 140 comments, with people sharing their experiences of living with ADHD in accounting. 

Furthermore, industry thought leaders like Sabrina, CPA and Blake Oliver, CPA, host of the accounting podcast, have been vocal about their condition, lending credence to the idea that:

1. A good number of accountants have this condition.
2. It’s not a weakness, and it’s possible to thrive with ADHD in a profession like accounting.

In light of all these, we wanted to create a resource to help accounting, bookkeeping, and tax professionals with ADHD. In this piece, we’ll share practical tips and resources to help manage your ADHD and flourish. 

Challenges faced by accountants with ADHD

While ADHD has strengths, such as creativity, hyperfocus, high energy, and out-of-the-box thinking, it can also present certain challenges for accountants. Let’s look at them below:

1. Difficulty with organization and prioritization. A study measured the organizational skills of people with ADHD and those without and found the former displayed lower organizational scores compared to the latter. This makes it difficult for accountants with ADHD to stay on top of deadlines, manage multiple projects simultaneously, and maintain a well-organized workspace.
2. Time management struggles. A 2021 research revealed that time perception (e.g., feeling like time is moving faster) is a central symptom of ADHD. An excerpt from the report says, “This problem can lead to significant difficulties in assessing the amount of time that has passed or the amount of time that might be required to perform a specific task.” Ultimately, this results in missed deadlines, rushed work, and increased stress levels. 
3. Issues with focus and concentration. By definition, ADHD implies difficulty with sustained focus and concentration. This can be particularly challenging in accounting, which often requires extended periods of intense focus on detailed financial information and complex calculations. Accountants with ADHD may find it harder to maintain concentration in these cases, leading to errors or missing details that could have significant consequences.
4. Sensory overload. While sensory overload (the experience of being overwhelmed by sensory input from the environment) can happen to anyone, it happens more frequently and to a greater extent in the neurodiverse. In fact, up to 60% of cases of ADHD have at least one symptom of sensory processing disorder. This heightened sensory sensitivity can make the typical accounting environment, with its constant background noise, visual stimuli and high pressure, overwhelming for those with ADHD, contributing to feelings of anxiety. 
5. Getting easily distracted and bored. Many accounting tasks like data entry, reconciliations, and reviewing financial statements are repetitive and monotonous. Unfortunately, this is a problem with ADHD accountants as they find such tasks boring and struggle to stay on track.

Anton Lewis, an associate accounting professor with ADHD, shared his experience in a piece titled “The Divergent Accountant,” writing, “Having been diagnosed with attention deficit hyperactivity disorder, inattentive type, much later in life explains why my attention to detail often floundered when it came to long, dull, repetitive jobs, typical but necessary of some accounting tasks.”

This trait leads to issues with completing routine but essential accounting tasks. 

These challenges can significantly impact the job performance and overall well-being of accountants with ADHD. However, with the right strategies and support, it’s possible to overcome these obstacles and succeed in the accounting profession.

Tips for ADHD accountants

Here are some tips to help you navigate your role as an accountant working with ADHD.

1. Planning and organization. Accountants and bookkeepers need to plan and organize to avoid mistakes, finish work on time, and keep clients happy. With ADHD, organization becomes difficult but not impossible, if you do the following: 

  • Use mind maps and to-do lists with deadlines: Mind maps and to-do lists can help visualize tasks and deadlines. Mind maps allow for a broader overview of projects, while to-do lists with deadlines provide structure and accountability.
  • Break down large projects into smaller, more manageable steps: Large projects can often feel overwhelming and daunting, which is why you should break them down. According to Jerimya Fox, a licensed professional counselor and a doctor of behavioral health at Banner Behavioral Health Hospital, “Breaking tasks down even further can help you feel more accomplished and the goal more achievable.” 
  • Utilize project management software or apps: These tools can help organize tasks, set reminders, and track progress. Set reminders, create checklists, and use features like color-coding to prioritize tasks. 

2. Time management. As explained earlier, people with ADHD experience time distortions, which make them lose track of time and fall behind schedule. You get distracted, and before you know it, the whole day has passed, and you haven’t achieved the tasks you set out to do. But there are ways to combat this. You should:

  • Set realistic deadlines and time blocks for tasks: Don’t overestimate your capabilities. Set realistic goals and allocate specific time blocks for your tasks. This will help you manage your time effectively and improve your productivity.
  • The Pomodoro Technique: This involves working in focused bursts (usually 25 minutes) followed by short breaks. It can help improve concentration and prevent burnout. If you need a (free) tool to practice the Pomodoro technique, check out Pomofocus.
  • Use timers and alarms to stay on track: We’ve already established that you probably experience time faster and don’t perceive time well. So, don’t rely on your intuition to know when to take breaks or transition to another duty. Instead, set timers and alarms to remind you when to start and stop tasks and for upcoming deadlines. Remember, don’t ignore the alarm when it rings. Adhere to it to avoid falling behind. 

3. Motivation and engagement. Since accounting tasks can be repetitive, those with ADHD need to find ways to stay engaged and motivated. Here are some strategies for that:

  • Gamification techniques: Turning work into a game can make it more enjoyable and motivating. (One paper shows that gamified intervention positively impacts people with ADHD). So, use reward systems like treating yourself — no matter how small the reward — after completing a task, or progress trackers to visualize your accomplishments.
  • Identify and leverage your strengths: Instead of bemoaning the weaknesses of being an accountant with ADHD, you should lean into your strengths and superpower(s). For Andy Muckett, a chartered tax adviser at AKM Accounting Solutions, his ADHD makes him detail-oriented. It also helps him see the things others don’t, think methodically and practically, identify issues others would easily overlook, and spot opportunities that others wouldn’t have considered. In essence, find your strengths and double down on them. This will make you more engaged and productive in your work.
  • Take breaks and walk around: Short breaks and physical activity (like a brief walk) can help improve focus and reduce boredom. Fidget toys can also help manage restlessness and help you stay engaged during tasks that require prolonged concentration.

4. Collaboration and communication. You’ll often need to work with colleagues, managers, and clients. This means you need great communication and collaboration skills. This might not be your forte, but here are a few things that can help. 

  • Communication strategies for expressing needs and requesting accommodations: First, be open and honest about your disorder and your challenges. Articulate your needs and explain how certain accommodations, like a quiet workspace and certain productivity tools, can help you succeed. Use written communication to document your request and avoid misunderstandings. 
  • Tools for staying on track during meetings: If you tend to zone out, use note-taking apps to capture important information. Also, set reminders for any action items or deadlines discussed to ensure you follow through. 
  • Techniques for managing social interactions: When in social settings, actively listen and avoid interrupting who you’re conversing with. Manage your impulsivity by pausing before responding. Additionally, you can ask clarifying questions to ensure you understand the conversation. 

5. Managing sensory overload. To cope with overstimulation, you should:

  • Adjust workspace lighting and temperature for comfort: Excessive noise, bright lights, or uncomfortable temperatures can contribute to sensory overload. So, experiment with different lighting levels and temperature settings to find what works best for you.
  • Take breaks to get fresh air and sunlight: Spending time outdoors — even a short walk — can help reduce sensory overload, improve mood, and increase energy levels. 
  • Use noise-canceling headphones or earplugs: Excessive noise can be overwhelming. However, noise-canceling headphones or earplugs can help block out noise and create a calmer work environment. You can also play soothing white noise to improve your focus. 

For more, see this list of more than 55 sensory accommodations to try, from neurodivergent psychologist Dr. Megan Anna Neff.

ADHD notes on desktop

Yulia Furman – stock.adobe.com

The ADHD Accountant’s Toolkit

Here’s a recommendation of books, templates and courses to help you thrive as an ADHD accountant.

  1. ADHD books (and workbooks)
  1. Forms, checklists and tools 
  1. ADHD courses for managing ADHD at work

4. ADHD profiles and success stories

1.How Sabrina Parris, CPA, balances ADHD and high-pressure accounting demands
2.Shahram Zarshenas: From school struggles to CEO success

Final thoughts

If there’s one thing to take away from this piece, it’s this: ADHD is a neurological condition, not a weakness. With the right strategies (like those outlined in this piece) and support from managers/employers, accountants with ADHD can channel their strengths to become invaluable assets to their firms and clients.

However, you should note that this toolkit is just the starting point. Each individual’s experience with ADHD is unique, and what works for one person may not work for another. So, it’s essential to experiment with different strategies and find what works best for you. 

If you’re struggling to manage your ADHD symptoms, seek help from a qualified mental health professional or ADHD coach.

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Accounting

XcelLabs launches to help accountants use AI

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Jody Padar, an author and speaker known as “The Radical CPA,” and Katie Tolin, a growth strategist for CPAs, together launched a training and technology platform called XcelLabs.

XcelLabs provides solutions to help accountants use artificial technology fluently and strategically. The Pennsylvania Institute of CPAs and CPA Crossings joined with Padar and Tolin as strategic partners and investors.

“To reinvent the profession, we must start by training the professional who can then transform their firms,” Padar said in a statement. “By equipping people with data and insights that help them see things differently, they can provide better advice to their clients and firm.”

Padar-Jody- new 2019

Jody Padar

The platform includes XcelLabs Academy, a series of educational online courses on the basics of AI, being a better advisor, leadership and practice management; Navi, a proprietary tool that uses AI to help accountants turn unstructured data like emails, phone calls and meetings into insights; and training and consulting services. These offerings are currently in beta testing.

“Accountants know they need to be more advisory, but not everyone can figure out how to do it,” Tolin said in a statement. “Couple that with the fact that AI will be doing a lot of the lower-level work accountants do today, and we need to create that next level advisor now. By showing accountants how to unlock patterns in their actions and turn client conversations into emotionally intelligent advice, we can create the accounting professional of the future.”

Tolin-Katie-CPA Growth Guides

Katie Tolin

“AI is transforming how CPAs work, and XcelLabs is focused on helping the profession evolve with it,” PICPA CEO Jennifer Cryder said in a statement. “At PICPA, we’re proud to support a mission that aligns so closely with ours: empowering firms to use AI not just for efficiency, but to drive growth, value and long-term relevance.”

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Accounting

Accounting is changing, and the world can’t wait until 2026

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The accountant the world urgently needs has evolved far beyond the traditional role we recognized just a few years ago. 

The transformation of the accounting profession is not merely an anticipated change; it is a pressing reality that is currently shaping business decisions, academic programs and the expected contributions of professionals. Yet, in many areas, accounting education stubbornly clings to outdated, overly technical models that fail to connect with the actual demands of the market. We must confront a critical question: If we continue to train accountants solely to file tax reports, are we truly equipping them for the challenges of today’s world? 

This shift in mindset extends beyond individual countries or educational systems; it is a global movement. The recent announcement of the CIMA/CGMA 2026 syllabus has made it unmistakably clear: merely knowing how to post journal entries is insufficient. Today’s accountants are required to interpret the landscape, anticipate risks and act with strategic awareness. Critical thinking, sustainable finance, technology and human behavior are not just supplementary topics; they are essential components in the education of any professional seeking to remain relevant. 

The CIMA/CGMA proposal for 2026 is not just a curriculum update; it is a powerful manifesto. This new program positions analytical thinking, strategic business partnering and technology application at the core of accounting education. It unequivocally highlights sustainability, aligning with IFRS S1 and S2, and expands the accountant’s responsibilities beyond mere numbers to encompass conscious leadership, environmental impact and corporate governance. 

The current changes in the accounting profession underscore an urgent shift in expectations from both educators and employers. Today, companies of all sizes and industries demand accountants who can do far more than interpret balance sheets. They expect professionals who grasp the deeper context behind the numbers, identify inconsistencies, anticipate potential issues before they escalate into losses, and act decisively as a bridge between data and decision making. 

To meet these expectations, a radical mindset shift is essential. There are firms still operating on autopilot, mindlessly repeating tasks with minimal critical analysis. Likewise, many academic programs continue to treat accounting as purely a technical discipline, disregarding the vital elements of reflection, strategy and behavioral insight. This outdated approach creates a significant mismatch. While the world forges ahead, parts of the accounting profession remain stuck in the past. 

The consequences of this shift are already becoming evident. The demand for compliance, transparency and sustainability now applies not only to large corporations but also to small and mid-sized businesses. Many of these organizations rely on professionals ill-equipped to drive the necessary changes, putting both business performance and the reputation of the profession at risk. 

The positive news is that accountants who are ready to thrive in this new era do not necessarily need additional degrees. What they truly need is a commitment to awareness, a dedication to continuous learning, and the courage to step beyond their comfort zones. The future of accounting is here, and it is firmly rooted in analytical, strategic and human-oriented perspectives. The 2026 curriculum is a clear indication of the changes underway. Those who fail to think critically and holistically will be left behind. 

In contrast, accountants who see the big picture, understand the ripple effects of their decisions, and actively contribute to the financial and ethical health of organizations will undeniably remain indispensable, anywhere in the world.

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Accounting

Republicans push Musk aside as Trump tax bill barrels forward

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Congressional Republicans are siding with Donald Trump in the messy divorce between the president and Elon Musk, an optimistic sign for eventual passage of a tax cut bill at the root of the two billionaires’ public feud.

Lawmakers are largely taking their cues from Trump and sticking by the $3 trillion bill at the center of the White House’s economic agenda. Musk, the biggest political donor of the 2024 cycle, has threatened to help primary anyone who votes for the legislation, but lawmakers are betting that staying in the president’s good graces is the safer path to political survival.

“The tax bill is not in jeopardy. We are going to deliver on that,” House Speaker Mike Johnson told reporters on Friday.

“I’ll tell you what — do not doubt, don’t second guess and do not challenge the President of the United States Donald Trump,” he added. “He is the leader of the party. He’s the most consequential political figure of our time.”

A fight between Trump and Musk exploded into public view this week. The sparring started with the tech titan calling the president’s tax bill a “disgusting abomination,” but quickly escalated to more personal attacks and Trump threatening to cancel all federal contracts and subsidies to Musk’s companies, such as Tesla Inc. and SpaceX which have benefitted from government ties.

Republicans on Capitol Hill, who had —  until recently — publicly embraced Musk, said they weren’t swayed by the billionaire’s criticism that the bill cost too much. Lawmakers have refuted official estimates of the package, saying that the tax cuts for households, small businesses and politically important groups — including hospitality and hourly workers — will generate enough economic growth to offset the price tag.

“I don’t tell my friend Elon, I don’t argue with him about how to build rockets, and I wish he wouldn’t argue with me about how to craft legislation and pass it,” Johnson told CNBC earlier Friday.

House Budget Committee Chair Jodey Arrington told reporters that House lawmakers are focused on working with the Senate as it revises the bill to make sure the legislation has the political support in both chambers to make it to Trump’s desk for his signature. 

“We move past the drama and we get the substance of what is needed to make the modest improvements that can be made,” he said.

House fiscal hawks said that they hadn’t changed their prior positions on the legislation based on Musk’s statements. They also said they agree with GOP leaders that there will be other chances to make further spending cuts outside the tax bill. 

Representative Tom McClintock, a fiscal conservative, said “the bill will pass because it has to pass,” adding that both Musk and Trump needed to calm down. “They both need to take a nap,” he said.

Even some of the House bill’s most vociferous critics appeared resigned to its passage. Kentucky Representative Thomas Massie, who voted against the House version, predicted that despite Musk’s objections, the Senate will make only small changes.

“The speaker is right about one thing. This barely passed the House. If they muck with it too much in the Senate, it may not pass the House again,” he said.

Trump is pressuring lawmakers to move at breakneck speed to pass the tax-cut bill, demanding they vote on the bill before the July 4 holiday. The president has been quick to blast critics of the bill — including calling Senator Rand Paul “crazy” for objecting to the inclusion of a debt ceiling increase in the package.

As the legislation worked its way through the House last month, Trump took to social media to criticize holdouts and invited undecided members to the White House to compel them to support the package. It passed by one vote.

Senate Majority Leader John Thune — who is planning to unveil his chamber’s version of the bill as soon as next week — said his timeline is unmoved by Musk. 

“We are already pretty far down the trail,” he said.

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