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