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Your monthly client meetings

Sep 04, 2022

After client onboarding, what's next?

You've landed your first client and oboarded them, hopefully using some of the tips from this article. So now what? How do you know what you should be doing and when?

First, based on the items...

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Up-level Your On-boarding Game

Jul 31, 2020

In small businesses, it’s important to maintain a good rapport with your clients. But it’s just as important to grow your business and expand your client base. This means going through the daunting process of onboarding new clients....

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How to Use Dubsado in Your Bookkeeping Workflow

Oct 21, 2019

Some links are affiliate links which means if you buy, I may receive a small commission from the sale. This does not cost you anything. I do not promote products I don’t stand behind 100%. If you’d like 20% off your first month or year...

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