Diary of a Tax Practice Owner

How Jessica took her first two week Vacation as a Tax Practice Owner Without her Business Falling Apart // Ep.28


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In this episode of "Diary of a Tax Practice Owner," hosts Jamie Groul and Jessica Smith tackle the critical but often overlooked topic of taking time off as a tax professional. They share personal experiences and practical advice for building a practice that allows for guilt-free vacations, even during the busiest seasons.

Episode Highlights:
  • Why taking extended breaks is essential for tax professionals to prevent burnout and uplevel their business mindset
  • Jessica's journey from corporate "no time off" culture to creating a practice that accommodates planned absences
  • How to handle client expectations around your availability during tax season
  • The surprising truth about ending your tax season before April 15th
  • The importance of systems like TaxDome for enabling time away without anxiety
  • Success story: A tax pro who finally took her first beach day with her son during tax season
  • The neurological benefits of allowing your brain to disengage from technical work
  • Practical tips for communicating your time off to clients without apology

Don't miss this inspiring episode of Diary of a Practice Owner!

πŸŽ™οΈListen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474


βœ… Links to Resources:

πŸ‘‰πŸ» Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

πŸ‘‰πŸ» 3 Months of Free TaxDome! - Use our exclusive Partner link to get your free trial started today, and when you fall in love with what TaxDome can do for you - you will get 2 free months of TaxDome added to annual subscription. https://www.workflowsfortaxpros.com/taxdome

πŸ‘‰πŸ» 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.

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Diary of a Tax Practice OwnerBy Jamie Gruol & Jessica Smith