
236 | Take back your time with Dubsado 3.0
From The Ambitious Bookkeeper Podcast by Serena Shoup, CPA
April 15, 2026 · 5 min
About this episode
Serena discusses how to use Dubsado 3.0 to improve time management and client onboarding for small business owners.
Send us Fan Mail Stop letting your calendar run your life! In this episode, Serena dives into the brand-new Dubsado 3.0 (Beta) to show you how to protect your time and professionalize your client onboarding. Whether you’re a bookkeeper, accountant, or small business owner, learning how to automate the "back-and-forth" of scheduling is the fastest way to reclaim your sanity. In this episode, you’ll learn: The Power of the Scheduler: How to use the new 3.0 interface to set up custom meeting typ...
People in this episode
Host: Serena Shoup
Topics covered
- time management
- client onboarding
- automation
- scheduling
- small business
Keywords
- Dubsado
- time management
- client onboarding
- automation
- scheduling
- bookkeeper
- accountant
Mentioned in this episode
Organizations: Dubsado
Products: Dubsado 3.0
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