“I put my clients on notice in the first week of December. All of my clients get an email blast so that they know what to expect, and that helps so much. So we are having this conversation now in the third week of January. All of my clients who gave me their information are tax-ready. And I could not have said that five years ago.”
-Jessica Fox
Jessica Fox, founder of Florida Virtual Bookkeeper, shares how she transformed her business with systems that simplify tax season and prioritize work-life balance. From implementing proactive workflows to setting clear client boundaries, Jessica reveals how these changes have allowed her to thrive in her career and personal life.
In this interview, you'll learn:
- How to turn tax season into a year-round, stress-free process
- The importance of clear client boundaries & communication
- Strategies for maintaining work-life balance while running a bookkeeping business
To find out more about Jessica, click here.
Connect with here on LinkedIn and Twitter.
Learn about The Pure Bookkeeping System here.
Time Stamp
00:38 - Evolving systems & nurturing a community
01:27 - The importance of treating tax season as a year-round process
04:08 - Implementing the Pure Bookkeeping System
07:03 - Strategies for requesting information & avoiding bottlenecks
09:35 - Ensuring a healthy work-life balance
13:19 - Setting boundaries by creating systems & focusing on clear communication
15:23 - Saying “no” to unrealistic client expectations & charging rush fees
18:50 - Celebrating stress-free tax seasons & prioritizing vacations
20:17 - Handling client re-homing & transitioning
24:24 - Upcoming goals
27:51 - Connect with Jessica & join her bookkeeping systems lounge
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