Welcome to Systemized Bookkeeping School!
Helping businesses confidently scale & become more profitable.
I know you want more for your business, but adding more clients feels overwhelming, right? You already work hard and it often feels like there aren't enough hours in the day!
Work smarter, not harder, with systemized processes and automated programs that do the daily behind-the-scenes work for you. Focus on what you do best and stay in your zone of genius, with my courses that help you scale your business steadily and sustainably.
Ready to work less and become more profitable? Discover the program that's right for you and your business.
Available Products
[DU] DubsUp 2.0
DubsUp is our signature online course + VIP experience that teaches you how to systemize, automate, and scale your business the easy way using our favorite tools, ClickUp and Dubsado.
Worried you won’t have time to complete a course?
Then hang around a bit longer to see how we can set everything up FOR you!
Also, this isn’t just about getting you started with Dubsado and ClickUp.
You’ll also learn things like how to package and price your services, streamline your sales process, market your business without exhaustion, grow your team, and SO. MUCH. MORE.
Zero Inbox Training!
Sick of wasting time each day cleaning out your email inbox...just for it to fill up again the next day?! Grab this mini-training where I will teach you:
- How to automate your email so you can be in and out in only 15 minutes a day
- How to delegate your inbox to a team member
- How to maintain your new email system F-O-R-E-V-E-R
Stop wasting time on emails, focus your efforts on revenue-generating tasks instead!
Dubsado Workflow Templates
Start Here
- Welcome! & How to Get Additional Support
Importing the Templates
- Pick Your Workflow
- 1.) New Inquiry Form > Discovery Call > Diagnostic Review > Proposal/Contract > Client Onboarding > Feedback/Testimonial Request
- 2.) Discovery Call > Proposal/Contract > Client Onboarding > Feedback/Testimonial Request
- 3.) New Inquiry Form > Discovery Call > Proposal/Contract > Client Onboarding > Feedback/Testimonial Request
- 4.) Discovery Call > Diagnostic Review > Proposal/Contract > Client Onboarding > Feedback/Testimonial Request
- How to Add the Workflows to Your Dubsado Account
- Workflow 1
- Workflow 2
- Workflow 3
- Workflow 4
Dubsado Form Templates
Start Here
- Welcome! & How to Get Additional Support
Importing the Templates
- How to Add the Form Templates to Your Dubsado Account
- New Inquiry
- Diagnostic Review Proposal
- Ongoing Services Proposal
- Letter of Engagement
- New Client Onboarding Checklist
- Client Feedback Request
Dubsado Canned Email Templates
Start Here
- Welcome! & How to Get Additional Support
Importing the Canned Emails
- How to Add the Canned Emails to Your Dubsado Account
- New Inquiry - Qualified
- New Inquiry - 2 Day Reminder to Book a Call
- New Inquiry - 4 Day Reminder to Book a Call
- New Inquiry - Not Qualified
- Diagnostic Review - Proposal
- Diagnostic Review - 2 Day Reminder
- Diagnostic Review - 5 Day Reminder
- Diagnostic Review - Next Steps
- Discovery Call - Not Moving Forward
- Follow Up - Not Qualified 60 Days
- Follow Up - 120 Days
- Ongoing Services - Proposal
- Ongoing Services - 2 Day Reminder
- Ongoing Services - 5 Day Reminder
- Diagnostic Review - Not Moving Forward
- Follow Up - Diagnostic Review 60 Days
- New Client Checklist
- New Client Checklist - 2 Day Reminder
- New Client Checklist - 5 Day Reminder
- Appointment - Confirmation Email
- Appointment - 24-Hour Reminder
- Appointment - 1-Hour Reminder
- Feedback Request
- Feedback Request - 7 Day Reminder
- Feedback Request - 21 Day Reminder
How to Automate Your Monthly Statements Mini-Course
Start Here
- Welcome! & How to Get Additional Support
How to Automate Your Monthly Statements
- Create Canned Emails
- Create Your Forms
- Create Your Workflows
Dubsado for Bookkeepers
In this course, you will learn how to systemize and automate your client onboarding so you can scale your business the easy way using one of my favorite tools, Dubsado.