How Jessica took her first two week Vacation as a Tax Practice Owner without business falling apart

In this episode of 'Diary of a Tax Practice Owner,' co-hosts Jamie Groul and Jessica Smith discuss the importance of taking time off, especially during the busy tax season. They explore the mindset required to believe it's safe to step away from work, the benefits of extended breaks, and how proper planning and systems can support this. Jessica shares her own experiences of balancing work with personal life, dealing with client expectations, and the rejuvenating effects of disconnecting from the business. Tune in to discover why taking time away can actually make you a better business owner and how to effectively communicate your off-time to clients.

00:00 Introduction and Today's Topic
00:23 The Importance of Taking Time Off
01:34 Personal Experiences with Time Off
04:51 Challenges and Misconceptions
10:52 Planning and Systems for Time Off
14:43 The Benefits of Extended Time Off
21:20 Conclusion and Encouragement
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TaxDome is a management platform for accounting and tax businesses. It streamlines client management, document handling, workflow automation, communication, billing, and tax preparation.

Features include client portals, e-signatures, invoicing, and analytics. It centralizes tasks, enhances collaboration, and boosts efficiency for accounting professionals.

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So don't miss out on this opportunity to streamline your client offboarding process! If you found this video helpful, don't forget to like, comment, and subscribe for more content. Thanks for watching, and until next time, keep automating!

✅ Links to Resources Mentioned in this video:

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👇🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

We created this channel to show how a thoughtful client experience mixed with the magic of automation can result in you working less on the meaningless stuff in your practice and start enjoying your family and life again! (Isn't that why you started your business in the first place? )

Видео How Jessica took her first two week Vacation as a Tax Practice Owner without business falling apart канала Workflows for Tax Pros
tax season, how to survive tax season, tax practice owners, tax practice