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 that show interest but never convert

📑 Proposals and contracts that take forever to prepare

🙄 Onboarding that drags on and leaves clients frustrated 📌 Monthly tasks that slip through the cracks (and cost you hours)

💬 Testimonials you never get around to asking for

Tune in now and start winning back your time, streamlining your client experience, and creating a practice that runs smoother every week. ▶️