236 | Take back your time with Dubsado 3.0

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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