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Stop letting your calendar run your life! In this episode, Serena dives into the brand-new Dubsado 3.0 (Beta) to show you how to protect your time and professionalize your client onboarding. Whether you’re a bookkeeper, accountant, or small business owner, learning how to automate the "back-and-forth" of scheduling is the fastest way to reclaim your sanity.

In this episode, you’ll learn:

• The Power of the Scheduler: How to use the new 3.0 interface to set up custom meeting types with automatic Zoom or Google Meet links.
• Protecting Your Energy: Using buffer times and booking maximums so you never feel "back-to-back" again.
• Qualifying Leads: How to attach intake questionnaires to your booking link to ensure you have all the info you need before the call starts.
• Paid Discovery Calls: A simple trick to prevent "ghosting" and ensure potential clients are serious about working with you.
• The "New Client Guide" Strategy: Why redirecting clients to a custom thank-you page or Canva guide after they book can set the stage for a premium experience.

Resources Mentioned:

• Dubsado* dubsado.com/?c=shoupcpa
• Watch the Full Tutorial: See the new 3.0 interface in action over at youtube.com/@ambitiousbookkeeper.
• Dubsado Decoded: Our signature course co-created with Dubsado Specialist Kendra Courtney. Get your firm's proposals, contracts, and workflows set up correctly the first time. dubsadodecoded.com
• Free Audio Series: Want more tips on streamlining your bookkeeping business? Listen to our free series here: ambitiousbookkeeper.com/ddpodcast
• Dubsado Decoded for Bookkeepers & Accountants: dubsadodecoded.com

*Affiliate link

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I've been getting this question for years, and since I'm now on YouTube and Xero keeps rolling out new features, it was time to give this topic a serious refresh. In this episode, I'm breaking down all the reasons why I am a hundred percent Xero firm and why I genuinely love this software. This is not sponsored (but yes, please use my affiliate link!). I'm just a bookkeeper who has seen what a mess the alternative can create, and I want you to understand what you could have instead.

In this episode you’ll hear:

• Why Xero's security and data integrity controls make it the smarter choice over QBO
• How Xero's reporting structure saves us massive time across our entire client roster
• The efficiency tools and automations that let us simplify pricing and serve high-volume clients without penalty
• The invoicing features and included extras that QBO actually charges you for (yes, really)

Resources mentioned in this episode:

• Xero Partner Program (Affiliate Link): https://xeroamericas.partnerlinks.io/79afz10exu7d
• Relay Banking (Affiliate Link): https://relayfi.com?referralcode=ShoupCPA
• GoCardless (Affiliate Link): https://manage.gocardless.com/refer/us/serena/ygvg9o-amz

Videos linked in this episode:

• Xero | Modifying Chart of Accounts: https://youtu.be/NHZLjYx2FQw
• Xero | Reconcile Bank Accounts Pt 1: Match, Create, Transfer: https://youtu.be/D9CYOuAydac
• Xero | Reconcile Bank Accounts Pt2: Reconcile Period: https://youtu.be/5fnwMC_QUo0
• Hubdoc | Audit-Proof Your Business: https://youtu.be/vzSrPZOSJ3o

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: https://www.ambitiousbookkeeper.com
• Follow me on YouTube: https://www.youtube.com/@ambitiousbookkeeper
• Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
• Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
• Connect on Facebook: https://www.facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
• Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
• Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)

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This is a podcast update & what to expect here on the podcast for the month of April!

Check out this week’s YouTube Video >>

• The New Xero Partner Hub

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: https://www.ambitiousbookkeeper.com
• Follow me on YouTube: https://www.youtube.com/@ambitiousbookkeeper
• Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
• Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
• Connect on Facebook: https://www.facebook.com/serenashoupcpa

Join the next free training >