Here's the situation.
I'm a freelance accountant. I have several part time clients, and one main 30-40/hr/week client. This is about the big one. The company has two co-presidents, but for the sake of clarity I'll call the person I directly report to the COO and the other the CEO - note the CEO also is the founder of the company. Again, I report to the COO. The COO is "working" in exchange for greater equity in the company and a crap ton of pay along the way. Cont.

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Shortly after I started, the COO instructed me verbally to not give the CEO any financials without checking with him first. At the time, I didn't know the CEO that well, but I was like "whatever, it's your company, sure thing boss." And thus, every time I've been asked by the CEO for something directly, I've cleared what I give her with him before responding.

The COO has been OOO for about a week due to family stuff. Today, however, the CEO messaged me directly on slack and asked for a full complement of financials and specifically said "DO NOT INCLUDE COO ON EMAIL." Now I feel like it's a "mom is telling me not to tell dad" situation, and "dad told me a long time ago not to tell mom" and I feel stuck. [Aside: it's a start-up and I'm older than both mom and dad in this scenario.]

What would you do?

My contract with them was signed by the COO on behalf of the org. It doesn't specifically say I only report to him, but I rarely report to the CEO.

I would argue that you’ve been contracted to work for the company and not just the COO. I would give the CEO the financials with a note that they have not been reviewed yet.

If the COO has a problem with it that’s on them. Things like fraud and embezzlement are noticed when people are away so it’s always a good idea for someone to check things when a main financial employee is out of the office.

Sorry you’re put in this awkward position.

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