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