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 

• ✨ Beth’s bonus resources: Beth has put together a special doc + discount code just for listeners. To grab it, simply reach out to her directly at https://studio320vs.com/ — or drop us an email at [email protected] and we’ll be sure to connect you

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