I help bookkeepers and accountants automate their business, systemize their client work and create 5-star client experience so they can work less, stress less and profit more in ONLY ONE DAY!!
Grab a VIP Intensive and get Systemized In A Day!
Before our day together we’ll have an hour long kick-off call where will map out your perfect system!
My Systemized In A Day Options Include:
Dubsado In A Day: We’ll automate your entire client intake system from new inquiry to onboarding! Grow your client roster with ease!
ClickUp In A Day: Stop the sleepless nights worrying if you did XYZ! Streamline your client work so you can delegate to your team and start working less.
No, there are a lot of project management tools and ways to automate you client intake. We can use the tools you are currently subscribed to. If you are still unsure, we suggest you book a discovery call to discuss prior to booking.
Yes! I previously offered the standard 6 week delivery time but in such a fast paced world everyone wants things done yesterday. By booking an intensive you get your systems setup quickly and my undivided attention for an entire day.