The Phone Call That Taught Me About My Own Worth
Last week, my phone rang. No scheduled appointment; no name I recognized; no context.
It was someone whose colleague had filled out my intake form days earlier. I’d sent the scheduling link. They hadn’t used it.
“Hi, I just have a few quick questions,” she said. “I wanted to see if you’d answer now because this is becoming an emergency.”
And here’s the part I’m still processing:
I said yes.
I took the call and listened to her situation, then gave her my professional assessment, outlining solutions.
I gave a full consult to someone who had bypassed every boundary I’d carefully put in place.
Why?
Because 1) I was caught off guard, 2) saying no in the moment felt uncomfortable, and 3) some part of me worried that redirecting her to my process would seem unhelpful.
But this wasn’t about one phone call. It was about value.
What Actually Happened
When someone cold-calls a professional and expects immediate expertise because they have an “emergency” (usually caused by lack of planning), here’s what really happens:
She walked away with clarity.
I walked away drained.
She got strategy.
I got disruption.
She bypassed my systems.
I reinforced that my systems are optional.
That part stings the most.
I have intake forms, scheduling links, and a consultation process for a reason.
They are not red tape. They are structure.
Structure protects the quality of my work, my time, and my clients.
By saying yes when I meant no, I told her—and myself—that my boundaries are negotiable.
And that’s not the business I’m building.
The Double Standard We Don’t Talk About
I cannot imagine this same professional taking an unscheduled call from a stranger asking for emergency advice in her field.
She would say: “Please contact the office and schedule an appointment.”
No one would argue with her or accuse her of being difficult.
No one would expect her to solve it on the spot.
Why?
Because we respect certain professions automatically.
Think about a doctor.
You fill out paperwork, provide medical history, make an appointment, and wait your turn.
You don’t call and say,
“I have a quick question about chest pain—can the doctor jump on the phone right now?”
Everyone understands the doctor needs context to serve you properly. The system exists for a reason.
My process as a bookkeeper is no different.
My intake forms help me understand your business—your systems, your numbers, and your pain points.
Next, my scheduling system ensures you get focused time; not distracted half-answers squeezed between calls.
And finally, my consultation process is how I determine whether I can truly help you.
It’s not a barrier.
It’s professionalism.
What I Wish I’d Said
“I can hear that this feels urgent. I can’t give advice without understanding the full picture. The best next step is booking an intake call so we can see if we’re a fit. If we move forward, I’ll build a plan with you and handle it properly.”
That’s it.
Clear. Respectful. Firm.
No over-explaining. No apologizing.
The Bigger Lesson
This wasn’t about her.
It was about me; it was about unlearning the belief that being helpful means being available to everyone, all the time, for free.
It’s also about recognizing that expertise delivered without structure loses its power; and understanding that when I protect my process, I protect my clients too.
Because here’s the truth:
When you become a client, you get my full brain.
My full attention.
My full context.
Not rushed advice in between interruptions.
Boundaries are not about being unavailable.
They are about being sustainable.
And sustainable professionals build sustainable businesses.
The next time my phone rings unexpectedly, I’ll answer differently.
Not colder.
Not harsher.
Clearer.
Because my expertise has value.
My time has value.
My professional structure has value.
And I’m done negotiating that with myself.
If you’re looking for a bookkeeping partner who operates with clarity, structure, and respect for your business, you can book an fit check call here: https://tidycal.com/lktbook/20-minute-meeting
