Tips For Finding a Co-Accountant Partner

So, you have decided to give the Co-Accountant Project a try! But now, you need to decide on who to choose as a partner for this year-long adventure. Only you can decide who might work best for you. Here are some tips to give you a hand:

First, make a list of potential partners: 

Start by looking at the people around you. The project is a great way to get to know someone new, or a way to have more regular contact with a person you have known for a long time. Think outside of the box - the key criteria is that it is a person you think you can trust, and who would be interested in doing it.


Categories of people to Consider:

Emily and Anne, one of our mother-daughter Co-Accountant teams that completed a full year together.

Emily and Anne, one of our mother-daughter Co-Accountant teams that completed a full year together.

Family members - The project is a fantastic way to stay connected to someone in your family, whether you live near each other or far away. A sibling, cousin, aunt, uncle, grandparent, your mom or dad!

Friends - Either an old friend you have known for a long time (we have many teams of childhood best friends - and even a pair of college roommates re-united after 40 years!) or a new friend who you don't know that well, but would like to build a closer relationship with. 

Co-workers or classmates - The workplace or academic environment can be a convenient place to link up with a potential co-accountant partner. Perhaps someone from a different department, who you can easily set up a time to meet over lunch weekly.

Others - Other potential pairings include athletic teammates, bandmates, various club members, activist groups, and people who completed training programs together.


Other Tips:

Ideally, Your Partner Should…

  • Be somebody you trust
  • Be someone you like
  • Be somebody who will follow through
  • Have similar availability to talk on the phone or in person
  • Want to do it

Ideally, Your Partner Should Not

  • Be someone you want to change or fix
  • Be someone you are intimidated by or put on a pedestal
  • Be someone you have a crush on
  • Be someone who wants to work on something that would be painful or triggering for you

But above all, don't overthink the decision! There is so much to learn from the people around you, and sometimes all you need is a good feeling about someone to try the project out.

For more in-depth information about choosing a partner, download our free guide Tips For Finding a Co-Accountant Partner