Dubsado Workflow support

A 1:1 strategy session to help you optimize your Dubsado account so you can save time onboarding new clients.

workflow consulting

You’ve decided to sign up for Dubsado and you have a vision of how you want your client onboarding process to look and feel. But, if you’re like most bookkeepers I know, putting all the pieces together into an organized, streamlined, and automated workflow is costing you countless hours and headaches.

I’m here to support you in streamlining your client onboarding process quickly and easily! We’ll start with an account audit + consulting call to discuss what’s working, what can be improved, and create a customized action plan.

The investment for this consulting call is $275. Additional consulting calls are available upon request. The number of sessions you will need depends on how fast you pick up and how much self-training and preparation you are willing to commit to.

5/5

“Chatsoni is knowledgable, patient and so easy to work with. She specifically helped me with Dubsado and fixed exactly what I needed within minutes! Our conversation even provoked thoughts of how I could improve my process and she helped me with that as well! If you need support-ask Chatsoni! She is simply amazing.”

Megan Fleming, Cardinal Financial Solutions

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Let's schedule a call to find out!

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Chatsoni

Chatsoni

Pronounced "chuh-SAW-nee". Like the water Dasani but with a "chuh" 😊

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Chatsoni
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If you have any questions before you schedule a call, use the button below to send me a message. I'm always happy to help!