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. ▶️
🚨 The Bookkeeping Practice Blueprint Summit is almost here — 27–29 August — and this is your chance to claim a free ticket before it’s gone. ⏰
In just three days, you’ll get insider strategies from 20+ industry experts to help you attract better clients, increase your profits, and finally create more time freedom in your practice.
👉 Save your spot today: https://www.thebookkeepingpracticeblueprint.com/
📌 Episode links & resources:
The Bookkeeping Practice Blueprint One-Pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing
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