Blogging about forensic accounting, my life, and anything else I feel warrants it. Disclaimer: Anything found on this site is not intended to be professional advice. If you are in need of professional advice, please contact a professional to give it.
But it really wasn't my fault.
Published on July 12, 2007 By Jythier In Life Journals
Here's one for my professionalism file.

As a forensic accountant, I work on litigation files. I'm not allowed to even discuss them with my wife, never mind posting stuff about them online.

Yesterday, I found out a report I was responsible for regarding a litigation case was sent to the wrong address.

Luckily, it was not sent to opposing council or anything. It went to a completely unrelated party. I had given it to the admin to bind it and send out, and she had bound it, and given the task of creating an envelope to a temp. Hence, the envelope addressed to the wrong person. That is bad when it's a privileged and confidential report. A big screw up.

I was not the first to hear of it. My boss was the first to hear of it. He is on vacation, so this was probably the last thing he wanted to hear. He sent me a not-so-nice email about it, indicating that my job was in jeopardy over this. This is a big deal to me, I love my job, and I can't afford to lose it. I am extremely paranoid about this, too, so I am very careful with everything I do at work because of that. I check and recheck everything. So the first thing I did was check the email I had sent. It was sent properly. So it was the hard copy that went out that went wrong. By this time at night, everyone else had left the office, so I didn't have anyone to discuss it with. So I immediately sent off an email to the admin asking what happened, because I didn't know. I then sent an email to my boss, who had asked whether the recipient even had a copy, which he did because I had emailed it as well. So I had to answer that right away, and I said I would talk to the admin in the morning about what had happened.

I go in in the morning, and the admin immediately apologized, told me what happened. Later my supervisor (not my boss) told me not to worry about it, that once it left my desk it was out of my hands and I probably shouldn't have had to check it anyway. That made me feel a little better. He also said that me emailing the admin was very professional and that he probably wouldn't have been so nice about it himself.

I just didn't want to get into a finger-pointing match. At my level, I don't believe it's my responsibility to tell the boss who is responsible for something going wrong. I will tell him what happened, but not in any way besides the facts. The truth is all you can tell, and I did not try to minimize any role I might have had, even though my supervisors both agreed that it was not my fault. I'm glad they think that, because it means they will go to bat for me if it comes down to it. Also means they'll come down on me when it IS my fault, which I'm fine with.

Comments
on Jul 12, 2007
It's too bad more people don't just deal with an issue instead of trying to shift blame and dodge any responsibility. That's one reason I got fed up and left my former engineering career to drive a truck. I got sick of that sort of BS.

Sounds to me like you're one of the few actual professionals out there that I always enjoyed working with. Sadly, there aren't enough of them.
on Jul 12, 2007
It must be because I'm new, and not jaded. It's really such a small office that if things start heading that direction it's going to be a really not-nice place to work at. The admin really appreciated giving her the heads up first, too, and if he hadn't asked that question I would have pretended to have left the office for the day and not responded at all. My supervisor told me to pretend the whole thing never happened.

I really want to be the kind of professional that people can work with. I'm not really a people person, at least not yet. But as long as I am trying to be professional it's workable, you know what I mean? I'm definitely still learning what that term entails.
on Jul 12, 2007
IT'S ALL YOU FAULT! YOU DID IT! YOU ARE THE ONE THAT SCREWED UP! YOU ARE TO BLAME!
HOW COULD YOU MESS UP LIKE THIS? HOW COULD YOU LET THIS KIND OF ROYAL SCREW-UP HAPPEN? WHAT WERE YOU THINKING?!
on Jul 12, 2007
HEH HEH heh heh heh
on Jul 12, 2007
I know what you mean Jythier. I'm paranoid about sending faxes. I'm so worried that I might send confidential information to a wrong number that I triple check the number before I hit send. It just takes one time of sending the wrong copy of a tax return to the wrong person to put us in possible litigation.

I remember once calling the wrong phone number to have somebody come and pick up their tax return. I left a message. They were nice enough to call back and tell me the error in calling the wrong home. The interesting part was that he was also a client of ours and he knew it wasn't his tax return. Come to find out his number was on the wrong file. I think somebody switched the file folder leaving his number on the empty folder that was soon filled with another client's information. Weird.

One time a long time ago, I did two payroll checks and put the checks with the separate PR reports only I switched the two of them around so that two people in the same office (one of our clients) got the wrong paperwork so they knew what each other made. This was my fault. Thankfully only one of the ladies got mad about it, but not enough to lose their account. They are still one of our biggest accounts we have.

So what's the latest with your boss (on vacation) now that the admin has apologized? Has he contacted you and apologized as well for jumping the gun a bit?



on Jul 13, 2007
Not yet, but maybe he's on vacation from politeness, too.
on Jul 13, 2007

It must be because I'm new, and not jaded.

No, like Mason said, some of us refuse to play that game.  I have never been good at office politics, because like you, I dont play the game.  That is why I am an engineer (it still happens there, but less so) and not a manager.  I have been in the latter before, and just got tired of it.

I was a consultant for many years as while you do get blame, there is less of it as you are not gunning for a promotion.  It does insulate you some from the game as well.

on Jul 13, 2007
Thanks for the cynicism. I won't.
on Jul 13, 2007
Integrity is its own reward. Goodwill because of my integrity is just gravy. I understand that someday, someone might sacrifice me to the almighty dollar, and I'm not worried about that, because I can't do anything about that. It my own messes that I worry about.
on Jul 19, 2007
Update: Still didn't apologize, and he's been back from vacation all week. He did bring it up, and he said that it was 'good' that I hadn't made the mistake, but no apology for jumping down my throat. Oh well, can't have everything.