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Dubsado Decoded
A Bookkeeper's Guide to Client Management
By...
Dubsado Decoded
A Bookkeeper's Guide to Client Management
Dubsado Decoded
A Bookkeeper's Guide
to Client Management
Being overwhelmed and overworked is quite frankly, OVER-rated.
Let’s be honest, you’d rather be working with numbers than writing that onboarding email from scratch for the 10th time this month because two clients ago you PROMISED yourself that you’d make it a Dubsado canned email…
But that’s not all… you’re also about to manually send it… AGAIN when deep down you KNOW there is this one Dubsado feature called workflows to automate this entire thing for you 😉
Let’s keep you focused on the numbers and Dubsado focused on your clients…
How is that even possible you ask?!
Presenting...
Dubsado Decoded!!
Because right now, you’re looking at your Dubsado account like your clients look at their yearly tax return: overwhelmed and unable to even start!
It’s time to finally understand how to set up your Dubsado account with a treasure trove of processes and templates made JUST for bookkeepers – by a bookkeeper and Dubsado specialist!
Inside Dubsado Decoded,
you get to choose between two tantalizing options:
Option
01
Everything you need to set up 7 common bookkeeping services like:
Monthly Bookkeeping Quarterly Bookkeeping Cleanups Catchups Strategy/Advisory Sessions Diagnostics Accounting Software Setups
And by everything we mean:
• Step by step videos with Kendra walking through the entire setup for all services
• Workflow templates covering all the workflow phases you need for a streamlined client experience:
INQUIRY BOOKING ONBOARDING DELIVERY
OFFBOARDING
• ALL of the canned emails you need for every service (written by Kendra and Serena!)
• ALL of the forms you need for all services. Think proposals, intake questionnaires, engagement letters, and more.
Bonus
You can add the forms to your account with one click and they’re already designed so you only have to make small design and copy changes!
Option
02
Monthly and quarterly bookkeeping set up
WITH the option to add on the other services
listed above. Perfect if you’re just getting
started with offering bookkeeping services!
Sample proposal
Bonuses
PERFECT PRICING
A Google Doc to help you map out your
packages and service offerings
GETTING YOUR ASSETS ORGANIZED
Training on how to get your branding organized
and ready for your branded Dubsado items
USING DUBSADO WITH A TEAM
NOT IN THIS BUSINESS THING ALONE? In this training you’ll learn how to delegate workflow tasks to your team!
QUARTERLY OFFICE HOURS
We’ll answer your Dubsado questions on Zoom each quarter!
ZAPIER GUIDE
Tips on how to add extra automation!
And more!
Ready to *finally* dive-in and set up your Dubsado account?
Full Course
$1,250
• Includes training on setting up 7 services
• And psssst… a full Done For You Set Up goes for roughly $4.5k!
Basic Course
$750
• Includes monthly and quarterly bookkeeping
• Add-on the other services when you need them!
Meet Serena 
I’m a corporate CPA turned bookkeeping business CEO, mentor for other bookkeepers accountants, mom of 3, and a closet musician!
I built my business as a Sidehustle to motherhood and
replaced my corporate salary, much thanks to tools like
Dubsado! I’m passionate about helping bookkeepers
and accountants serve their clients well and have
time for what they love.
Meet Kendra 
I’m a certified Dubsado and workflow specialist, and my love for systems began when I started working as a photographer back in 2017.
I had an “aha” moment when I realized I was drowning in time-and-energy-wasting admin tasks instead of capturing those picture-perfect moments and connecting with real people.
Since then, I’ve been streamlining admin and automating anything a human doesn’t *really* need to be doing manually (we start our businesses for people, not paperwork!).
When I’m not working, I’m serving in my church and running races with my husband!
We’ve worked with more bookkeepers than we can count!
here is what some of them say….
In case you had these questions…
Yes of course! This course was made with you in mind because we give you everything you need for success. The first section will show you how to enroll in Dubsado’s free beginner’s course where you’ll learn more about Dubsado as a platform. Once you’ve gone through that, you’ll be ready to complement our bookkeeper-specific systems!
If you don’t have an account yet, be sure to use code JVSDUBSADO at checkout for 30% off your first month or year (go for the year, it’s a much better discount!)
Short answer: yes! You’re likely here because you feel your setup could be improved to offer your clients a better experience through more automation and to give you peace of mind that all of your admin is streamlined… For this reason, we suggest buying the course and doing an audit of sorts to compare your setup with our training. You can then upgrade what you currently have!
Dubsado Decoded
A Bookkeeper's Guide to Client Management
Being overwhelmed and overworked is quite frankly, OVER-rated.
Let’s be honest, you’d rather be working with numbers than writing that onboarding email from scratch for the 10th time this month because two clients ago you PROMISED yourself that you’d make it a Dubsado canned email…
But that’s not all… you’re also about to manually send it… AGAIN when deep down you KNOW there is this one Dubsado feature called workflows to automate this entire thing for you 😉
Let’s keep you focused on the numbers and Dubsado focused on your clients…
How is that even possible you ask?!
Presenting...
Dubsado Decoded!!
Because right now, you’re looking at your Dubsado account like your clients look at their yearly tax return: overwhelmed and unable to even start!
It’s time to finally understand how to set up your Dubsado account with a treasure trove of processes and templates made JUST for bookkeepers – by a bookkeeper and Dubsado specialist!
Inside Dubsado Decoded,
you get to choose between two tantalizing options:
Option
01
Everything you need to set up 7 common bookkeeping services like:
Monthly Bookkeeping Quarterly Bookkeeping Cleanups Catchups Strategy/Advisory Sessions Diagnostics Accounting Software Setups
And by everything we mean:
• Step by step videos with Kendra walking through the entire setup for all services
• Workflow templates covering all the workflow phases you need for a streamlined client experience:
INQUIRY
BOOKING
ONBOARDING
DELIVERY
OFFBOARDING
• ALL of the canned emails you need for every service (written by Kendra and Serena!)
• ALL of the forms you need for all services. Think proposals, intake questionnaires, engagement letters, and more.
Bonus
You can add the forms to your account with one click and they’re already designed so you only have to make small design and copy changes!
Option
02
Monthly and quarterly bookkeeping set up
Sample proposal
Bonuses
PERFECT PRICING
A Google Sheet to help you map out your packages and service offerings
GETTING YOUR ASSETS ORGANIZED
Training on how to get your branding organized and ready for your branded Dubsado items
USING DUBSADO WITH A TEAM
NOT IN THIS BUSINESS THING ALONE? In this training you’ll learn how to delegate workflow tasks to your team!
GETTING YOUR ASSETS ORGANIZED
Training on how to get your branding organized and ready for your branded Dubsado items
ZAPIER GUIDE
Tips on how to add extra automation.
QUARTERLY OFFICE HOURS
We’ll answer your Dubsado questions on Zoom each quarter!
And more!
Ready to *finally* dive-in and set up your Dubsado account?
Full Course
$1,250
• Includes training on setting up 7 services
• And psssst… a full Done For You Set Up goes for roughly $4.5k!
Basic Course
$750
• Includes monthly and quarterly bookkeeping
• Add-on the other services when you need them!
Meet Serena
Meet Kendra
I’m a certified Dubsado and workflow specialist, and my love for systems began when I started working as a photographer back in 2017.
I had an “aha” moment when I realized I was drowning in time-and-energy-wasting admin tasks instead of capturing those picture-perfect moments and connecting with real people.
Since then, I’ve been streamlining admin and automating anything a human doesn’t *really* need to be doing manually (we start our businesses for people, not paperwork!).
When I’m not working, I’m serving in my church and running races with my husband!
We’ve worked with more bookkeepers than we can count!
here is what some of them say….
In case you had these questions…
Yes of course! This course was made with you in mind because we give you everything you need for success. The first section will show you how to enroll in Dubsado’s free beginner’s course where you’ll learn more about Dubsado as a platform. Once you’ve gone through that, you’ll be ready to complement our bookkeeper-specific systems!
If you don’t have an account yet, be sure to use code JVSDUBSADO at checkout for 30% off your first month or year (go for the year, it’s a much better discount!)
Yes of course! This course was made with you in mind because we give you everything you need for success. The first section will show you how to enroll in Dubsado’s free beginner’s course where you’ll learn more about Dubsado as a platform. Once you’ve gone through that, you’ll be ready to complement our bookkeeper-specific systems!
If you don’t have an account yet, be sure to use code JVSDUBSADO at checkout for 30% off your first month or year (go for the year, it’s a much better discount!)