EP457: Jessica Fox - The Secrets To Stress-Free Bookkeeping

“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

Om Podcasten

The Successful Bookkeeper Podcast is a weekly show to help increase your confidence, work smarter and build a business you love. Each week you'll listen to inspiring guests who will share their success secrets, so you can take your bookkeeping enterprise and life to another level. Some of them include New York Times Best-Selling Author of E-Myth, Michael E. Gerber, Pure Bookkeeping Co-Founder, Debbie Roberts, the host of The Productive Woman podcast, Laura McClellan and the author of *I Know How She Does It*, Laura Vanderkam. If you're a bookkeeping business owner who is looking for an uplifting, entertaining and informative podcast exclusively for YOU then you have arrived at the right place! Get ready because your journey towards success begins — now. Your Host Michael Palmer is an acclaimed business coach who has helped hundreds of bookkeepers across the world push through their fears and exponentially grow their businesses and achieve the quality of life they've always wanted.