The Ambitious Bookkeeper Podcast

114 ⎸ [SYSTEMS] TaxDome for Bookkeepers with Cabot & Main


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In this interview episode, I chat with Ashley & Katie of Cabot & Main, a company that specializes in helping accountants setup systems, workflows & automations.

In this episode you’ll hear:

  • How Ashley & Katie created their business together
  • What a typical TaxDome Setup looks like
  • Why TaxDome is good for bookkeepers, not just Tax pro’s
  • How to beat overwhelm with systems & workflows

Resources mentioned in this episode:

  • TaxDome
  • ClickUp
  • Dubsado (affiliate link)

About our Guests

Katie Toscano & Ashley Meripol are former corporate accountants, turned operations & project managers who found a love for helping the accounting business owner community. After doing their own thing as business owners for a few years in bookkeeping and operations, they decided to partner together to bring their 10+ years each of experience to helping their clients thrive. They were tired of seeing their accounting friends work ridiculous hours, sacrificing time with family, stress & overwhelm just because that’s the way it’s always been. Ashley & Katie have a serious love for all things systems, organization, technology and business, and are passionate about the "anti-hustle" life of working smarter not harder, and taking those Saturdays off.

They are excited to launch their new monthly membership, the Tax Tech Collective as a space for business owners to gain access to their signature TaxDome Accelerator course designed to deliver rapid results, equipping accounting pros with actionable steps, time-saving templates, access to a thriving community of like-minded professionals, and specialized training for their admin support team.

Connect with Cabot & Main:

  • Follow on IG @cabotandmain
  • Join their new monthly membership ➡️ The Tax Tech Collective

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:

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Podcast Publishing Tools we use:

  • Podcast Editing: Sabr Media LLC
  • Descript (affiliate link)
  • Buzzsprout (affiliate link)

Get access to the Dubsado Decoded Private Podcast Series here>>

Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

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The Ambitious Bookkeeper PodcastBy Serena Shoup, CPA

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