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Navigating Workplace Conflict: When the New Accountant Becomes Aggressive
Have you ever faced a challenging situation at work where you felt under attack? I’m currently experiencing this and could really use some guidance. Should I consider quitting my job?
As the Office Manager, I’ve managed our company’s Bookkeeping for the past seven years. I handle tasks like QuickBooks downloads, job costing entries, invoices, payments, and reconciliations. Though I’m self-taught and not professionally trained, I’ve always consulted a CPA before making any major changes or journal entries. Our books have consistently been accurate and aligned with the bank, and we’ve never had complaints from our CPAs or faced an Audit.
Recently, my boss hired a new Enrolled Agent (EA) who promised significant tax savings and deductions. Without consulting me, she made multiple changes to the books. When I next attempted a download and reconciliation, I discovered missing accounts and a $7,000 discrepancy between QuickBooks and the bank. Upon investigating, I realized previous reconciliations had been deleted. I sent a few polite emails attempting to coordinate and share my findings.
However, the new EA responded with a series of harsh emails, accusing me of incompetence, cc’ing my boss and the entire staff. She claimed I had botched the books and needed to take Bookkeeping courses. This was despite the fact that all account statements had been reconciled and cleared before she intervened. She also alleged that I had missed transactions, which I find hard to believe since QuickBooks flags even a one-cent discrepancy. Furthermore, she claimed to have “found” over $200,000 in income I supposedly missed—yet I meticulously download all bank transactions monthly and reconcile them. Could I really have missed something this substantial?
When I reached out to my bosses, they advised me not to take the situation personally and are sides with the EA, excited about the potential tax savings. However, the emails were extremely accusatory and demanded that I stop working on the books. I fear that if I were to resume my work, I’d be set up as the scapegoat for any future issues.
Has anyone been through a situation like this before? Should I consider leaving this job? Even though I’ve loved my job and bosses up to now, the thought of being the “fall guy” is daunting. Any advice or shared experiences would be greatly appreciated.
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One response
I’m sorry to hear you’re going through such a challenging situation at work. It’s understandable to feel threatened and uncertain about your next steps when dealing with workplace conflict, especially when it comes to your professional reputation. To provide some clarity and help you decide your next move, let’s break this down into actionable steps:
Assess the Situation
Your conflict with the new EA seems to stem from differing approaches to Bookkeeping and possibly miscommunication. It’s crucial to understand whether this is an isolated incident or a recurring problem.
Document Everything:
Keep copies of all the emails, reconciliation reports, and any other relevant documents. This documentation will be crucial if you need to defend your position or provide clarity to higher management or a third party.
Understand the Impact:
Address the Abuse
Consider arranging a meeting with the EA to discuss the discrepancies calmly. If possible, have a neutral party present. Explain your methodology and express your willingness to understand her perspective.
Involve HR or Higher Management:
Evaluate Your Position
Does this incident represent a part of a broader toxic culture, or is it an isolated ordeal? Your long-term satisfaction and career growth potential should inform your decision to stay or leave.
Reflect on Management’s Response:
Explore Alternatives
If the situation doesn’t improve, you might want to consult with a legal professional or a career counselor. They could provide you with the necessary guidance regarding your rights and the best course of action.
Consider Further Training (Optional):
Decide on Your Future