How to manage overwhelm before the holidays

How are you managing this holiday season with the excitement of the holidays around the corner but the pile of tax returns on your desk?

Overwhelm has been a big topic in The 6 Figure Bookkeepers’ Club this week and knowing you might be looking for some advice to manage the coming weeks, this episode of The Bookkeepers’ Podcast is dedicated to helping you feel less overwhelmed and more prepared.

In this episode of The Bookkeepers’ Podcast, we share our advice for managing overwhelm during the tax season so you can feel more organised and in control – and take a well earned break.

We also discuss:

➡️ The top indicators of burnout

➡️ Practical tips to prioritise wellness in your day

➡️ Top productivity hacks to help you prioritise what matters and get focused

➡️ How to prepare your clients for your break from the office

➡️ How to cope with the temptation to be in your inbox

➡️ How to provide great customer service even when you’re not working

➡️ How to feel calm and take control of your diary for 2023

If you’ve been feeling overwhelmed with your bookkeeping workload this month, let this conversation uplift you as you head into the holidays.

Episode Highlights:

1:35 The overwhelm conversation in The 6 Figure Bookkeepers’ Club and the dread of going back to work after a break

3:00 If you’re a mum with young children, we absolutely understand the mental load of the nativities, outfits, Christmas dinner planning you have to manage right now

4:50 How Jo’s started to notice the signs of overwhelm and what that might look like for you and how knowing your ideal client can help you feel less overwhelmed

7:40 The perception of perfectionism we build through social media during the festive season, and the pressure this creates for us – plus some reality checks!

11:25 Tips for managing your feelings of overwhelm right now – spoiler alert – start with a brain dump

14:20 Getting your clients ready for you to take some time out, how to communicate with them and manage expectations

19:25 How to clear out your legacy appointments and take control of your diary and calendar for the future.

22:20 How knowing your values helps you feel aligned in your business and life.

24:25 How knowing her boundaries helps Jo run a business around her family from home.

26:00 How to start communicating with your clients about your holiday plans TODAY.

27:00 Why Jo’s booked her client meetings for January already and how that’s helping her manage the workload in her bookkeeping practice.


Find out more about Jo and Zoe by following us on YouTube.


Community: The 6 Figure Bookkeepers’ Club on Facebook



Order your copy of our bestselling book, The Bookkeeper Rises



Find out more about The Bookkeepers’ 6-Month Success Programme

Join our Bookkeepers’ Startup programme


About our sponsor

Get a 30-day free trial and two months’ half price of Go Proposal by going to


About us

We help bookkeepers find clients, make more money and build businesses they love that work for them. We’re raising the profile of the bookkeeping profession and bookkeepers worldwide.

Whether you’re a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.

Join our FREE Facebook community, The 6 Figure Bookkeepers’ Club to experience this revolution for yourself.



Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers’ Club on Facebook at

Share this article

Related Posts

Find a Bookkeeper UK Directory

Find a Bookkeeper UK

Find a Bookkeeper UK, the matchmaking service for bookkeepers and small businesses.

Do bookkeepers need PR?

Do bookkeepers need PR?

Public Relations (PR) is often perceived as a tool leveraged only by large businesses. In this episode of The Bookkeepers’ Podcast, we challenged this idea

Startup Bonuses

Get £331+VAT of bonuses when you join The Bookkeepers’ Startup Programme before 31 July 2024 at 10pm.

Where to hear Jo and Zoe

Podcast Appearances

We’re regularly asked to appear as guests on other podcasts to discuss topics that range from bookkeeping and accounting to small business, and building business partnerships.