Send us a Text Message.

In this solo episode I take you step by step through the onboarding process, outlining the various phases from capturing leads to gathering documents and starting the cleanup. Tune in to gain actionable tips and strategies for a seamless onboarding process and make sure to catch the YouTube videos linked in the show notes for an even deeper dive into the subject!

In this episode you’ll hear:

• steps in the onboarding workflow
• setting up question forms on your website
• modifying onboarding process for clients on Upwork
• setting expectations during onboarding

Resources mentioned in this episode:

• Behind the Scenes of my Dubsado YouTube Video
• How to Get Clients on Upwork YouTube Video
• Dubsado (affiliate link)
• Dubsado Decoded - 20% off thru 7/31!!

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: ambitiousbookkeeper.com
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on LinkedIn: Linkedin.com/in/SerenaShoup
• Connect on Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Dubsado Decoded Summer Sale (20% off) CLICK HERE

Send us a Text Message.

In this episode I’m exploring the world of client onboarding, while focusing on the use of Dubsado to automate the process. If you're interested in learning about automated onboarding processes and low-cost options, this episode is for you!

In this episode you’ll hear:

• Challenges of managing multiple clients at the same time
• Specific details of the onboarding process using Dubsado, including lead capture, proposal creation, reminders, contract creation, and invoicing
• Intake forms tailored to client needs
• Introduction of the Dubsado Decoded course and its features
• Use of email templates throughout the onboarding process

Resources mentioned in this episode:

Some of these are affiliate links.

• Dubsado CRM
• Dubsado Decoded Course
• Free Onboarding Templates
• The Bookkeeping Client Closer
• The Bookkeeping Biz Workshops
• The Bookkeeping Business Accelerator®
• Elevate
• Kickoff with Asana for Bookkeepers & Accountants
• Hello Sign/Dropbox Sign
• Adobe Acrobat
• PDF Expert
• HoneyBook
• Google Workspace
• Canva
• Acuity
• Zapier
• Asana
• Slack
• Threads - follow me @ambitiousbookkeeper

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: ambitiousbookkeeper.com
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on LinkedIn: Linkedin.com/in/SerenaShoup
• Connect on Facebook:

Dubsado Decoded Summer Sale (20% off) CLICK HERE

Wanna win a ticket to XeroCon August 14-15? *travel & accommodations not included
To enter:

1. Review the podcast on Apple >
2. Screenshot your review & email it to support@ambitiousbookkeeper.com by 11:59 PM Pacific August 1, 2024
3. Tune in to YouTube LIVE 9am Pacific Aug 2 to see who won!

Send us a Text Message.

In this Spotlight episode I’m shining the spotlight on one of my BBA students, Corrie Scott - owner of Taylor Made Bookkeeping Solutions. Get ready to be inspired and empowered as we dive into the world of efficient onboarding systems and work-life balance in the realm of bookkeeping.

In this episode you’ll hear:

• benefits & challenges of using Dubsado for onboarding clients
• use of lead capture form for client assessment
• challenges of running a solo firm without burning out
• proposal process, including steps for reviewing, approving, sending, adding contracts, generating invoices, and sending confirmation and intake emails
• collaboration with Linden Square Co for personalized client gifts

Resources mentioned in this episode:

• Dubsado Decoded
• Dubsado (affiliate link)

Meet Corrie
Corrie started fresh out of college as a teacher. She taught for one year but they did not renew her contract so she subbed the next year. Subs don't make a lot of money, and no money during the summer, so this job became available doing accounting work at a local factory and 6 years later she was still doing accounting. She fell in love with the profession. 4 years into that career, she talked with one of her friends who stayed home with her kids but had her own bookkeeping business. She guided Corrie in the steps and certifications and after having her 1st daughter (2nd child), she opened Taylor Made Bookkeeping Solutions (Dec 2021). In September of 2023, she quit that full time job after having her 2nd daughter (3rd child) and now she runs a solo firm with 22 clients and stays home with 3 kids :)

Connect with Corrie
📱 IG: @taylormadebks

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: ambitiousbookkeeper.com
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on LinkedIn: Linkedin.com/in/SerenaShoup
• Connect on Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC

Dubsado Decoded Summer Sale (20% off) CLICK HERE

Wanna win a ticket to XeroCon August 14-15? *travel & accommodations not included
To enter:

1. Review the podcast on Apple >
2. Screenshot your review & email it to support@ambitiousbookkeeper.com by 11:59 PM Pacific August 1, 2024
3. Tune in to YouTube LIVE 9am Pacific Aug 2 to see who won!

Send us a Text Message.

The onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra Courtney, who has helped me and countless other bookkeepers and accountants with setting up their Onboarding workflows using Dubsado.

In this episode you’ll hear:

• How to capture lead information
• Information you should have on your proposals
• When the best time is to implement a system like Dubsado for onboarding

Resources mentioned in this episode:

• Dubsado (affiliate link)
• Dubsado Decoded - 20% off right now!!

Meet Kendra
Dubsado Pro, and the girl who’s always asking “can we make a system for this?”
Because I know that life and business have a bunch of ‘need to-dos,’ but also ‘don’t-want-to-dos,’ I make a system for almost everything so I have peace of mind that what needs to be done, will be done (the most efficiently too!) Like going for a run at 5pm every evening (never missing the South African sunset-y golden hour!)
As your Dubsado Pro, I’ll make a system for your business too, so all of your to-dos are streamlined.

Connect with Kendra
🌐 Website: https://kendracourtney.com/
📱 IG: @kendracourtneyco

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: ambitiousbookkeeper.com
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on LinkedIn: Linkedin.com/in/SerenaShoup
• Connect on Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Dubsado Decoded Summer Sale (20% off) CLICK HERE

Wanna win a ticket to XeroCon August 14-15? *travel & accommodations not included
To enter:

1. Review the podcast on Apple >
2. Screenshot your review & email it to support@ambitiousbookkeeper.com by 11:59 PM Pacific August 1, 2024
3. Tune in to YouTube LIVE 9am Pacific Aug 2 to see who won!

Send us a Text Message.

On Epsisode 154 I’m sharing another Q&A from the archives!

You’ll hear me answer questions and jam on topics like:

• Cybersecurity
• Setting up a small practice
• switching clients from month to month from a catch up
• the importance of locking previous periods (are you doing this for your clients?!)
• various integration discussions, and
• the possibility of planning a XeroCon Meetup

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: ambitiousbookkeeper.com
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on LinkedIn: Linkedin.com/in/SerenaShoup
• Connect on Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Dubsado Decoded Summer Sale (20% off) CLICK HERE

Send us a Text Message.

In this episode you’ll hear:

• How to stay focused
• How I stay organized & plan my work
• Setting your calendar up for your cycle and energy levels

Resources mentioned in this episode (some are affiliate links):

• Pomodoro timer
• Passion Planner

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: ambitiousbookkeeper.com
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on LinkedIn: Linkedin.com/in/SerenaShoup
• Connect on Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Dubsado Decoded Summer Sale (20% off) CLICK HERE

Send us a Text Message.

In this episode I cover the dreaded topic of offboarding clients. Whether you've been fired by a client or had to let them go, there are essential protocols to follow. Tune in for some tips & strategies for handling the end of a client relationship with professionalism and integrity.

In this episode you’ll hear:

• offboarding processes related to documents & software
• importance of cooperation during client handoff
• recognizing when you can’t serve a client's needs
• seeking feedback & testimonials in a neutral or positive parting

Resources mentioned in this episode:

• Bookkeeping Business Accelerator®

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: ambitiousbookkeeper.com
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on LinkedIn: Linkedin.com/in/SerenaShoup
• Connect on Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Dubsado Decoded Summer Sale (20% off) CLICK HERE

Send us a Text Message.

This solo episode is inspired by a question from our community about wrangling client communication and staying organized. Tune in to hear some practical advice to keep you out of your inbox and your business running smoothly!

In this episode you’ll hear:

• managing client emails
• streamlining client communication
• utilizing central client care inbox for team visibility
• prioritizing discussions with clients
• using tools like Hubdoc or Dext

Resources mentioned in this episode:

• Hubdoc
• Dext
• OpenPhone (affiliate link)
• Voxer

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: ambitiousbookkeeper.com
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on LinkedIn: Linkedin.com/in/SerenaShoup
• Connect on Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Dubsado Decoded Summer Sale (20% off) CLICK HERE