Latest / The Strategic Bookkeeper Podcast
The Strategic Bookkeeper - EP129 - Beth Kocol's Dubsado Secrets for Bookkeepers
What if the messy, time-sucking parts of your practice — chasing clients, clunky onboarding, endless admin — could finally run smoothly?
That’s what I dive into this week’s podcast with Beth Kocol, a systems + automation strategist who’s brilliant at turning chaos into calm.
Yes, Beth uses Dubsado to make it all click — but here’s the thing: this isn’t about adding more tech. It’s about building smarter workflows that give you hours back, a smoother client experience, and more freedom in your practice, whatever tools you use.
Here are the five areas we tackled (and how to fix them):
🔍 Leads…
The skinny
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