A high-touch service where you get our undivided focus and attention on YOUR business for a few days, where we’ll set up the systems and tech to automate your onboarding and streamline your client work.
This service was designed for YOU, the OVERWHELMED BOOKKEEPER or ACCOUNTANT who is ready to scale their business and reclaim your freedom using Dubsado and ClickUp. You’ve hustled long enough, and now you’re ready to systemize and automate without the time-consuming hassle of setting up these tool on your own.
Ready to systemize your business in a day?
Save yourself HOURS of time it would take for you to learn the system and get it all set up on your own.
Hit the ground running with your VIP Day offer by having it set up and ready to go in less than a week!
Work directly with Corinne and the her team, so you know it will be done RIGHT!
We go through all of your account settings and make sure your account is set up correctly. We will also invite all of the key players to your workspace and monitor their acceptance to make sure everyone joins (so you don’t have to chase them).
Activate all necessary space apps (Time Tracking, Time Estimates, etc.) and setup your preferred statuses.
We will map out your ideal client workflows and create the perfect template you can apply to all current and new clients.
Once your client template is perfect, we will then switch to implementation mode where we will apply the template to all of your clients so you or your team doesn’t have to.
Unlimited Creation of unique views so you and your team can see exactly what you need.
Lean on Corinne’s expertise and experience in setting up Dubsado specifically for Bookkeepers and Accountants.
Use this support period to ask us anything about your day rate installation, setup and tech. This support period does not include additional work or changes.
That’s right, you’ll all so receive access to our Dubsado for Bookkeepers companion course. We want you and your team to feel confident using your new system.
We’re pretty damn proud of the support system we’ve built, for our System Setup Clients! You’ll receive 6 months of access to our support ticket system. You can submit an unlimited number of support tickets and will receive a response from us in 24 hours.