Watch the Walkthrough
✨ The Bookkeeper Starter Playbook gives you workflows, templates, and training based on a real, high-functioning Dubsado setup — all ready for you to plug in and customize.
Build a Dubsado System That Actually Works for Your Bookkeeping Business
STARTER DUBSADO PLAYBOOK
Created from a real bookkeeping business that needed to streamline inquiries, client onboarding, paid intensives, and long-term support — the Starter Playbook is a Notion-based guide that helps you build a Dubsado that runs your client experience for you.
If you're tired of Dubsado feeling like a half-finished project or an expensive spreadsheet, this is your sign to set it up right — without figuring it out from scratch.
This isn’t a course. It’s your system.
Buy now
Designed by your fairy biz-mother
→ Help you handle leads, clarity calls, and paid intensives effortlessly
→ Automate follow-ups, reminders, and onboarding for new clients
→ Start and stop recurring invoicing without missing a beat
→ Walk you through what to do when a client is not a fit (with email templates to match)
→ Show you how to build workflows that actually run your business
WHAT THIS PLAYBOOK IS DESIGNED TO DO
Get Started Now
This is perfect for any bookkeeping business owner who is ready to streamline their client experience but isn't quite ready to invest in a custom system build.
Timeline:
IMMEDIATE ACCESS
$599
investment:
✔ Notion-based Playbook with workflows mapped specifically for bookkeepers
✔ DIY Dashboard that guides you through every step of your setup
✔ Canned emails, scheduler templates, proposals, forms — all ready to customize
✔ 9 modules with 20 video lessons on building your Dubsado system
✔ 7 video lessons teaching how to use workflows and automations
✔ One-click access to my form & graphic templates in Canva and Dubsado* (Coming Soon!)
✔ Lifetime access + future updates
WHAT'S INSIDE
In this walkthrough, I’ll show you everything that’s included — from lead capture to offboarding, intensive sessions to client retention. You’ll see how every part connects and exactly what the Playbook helps you build.
PLAYBOOK WALKTHROUGH
→ Service Proposal
→ Welcome Guide
→ Intensive Session Booking Form
→ Intensive Session Intake Questionnaire
→ Feedback Form
→ Service Agreement
→ Lead Capture Form
→ Additional Questionnaire
All these form templates are included with step-by-step videos to make them your own!
CHECK OUT ALL THE FORM TEMPLATES WAITING FOR YOU
“Not a Good Fit” Lead Rejection + Archive
Offboarding Workflow with Email + Archive
Paid Intensive Booking + Follow-Up
Lead → Proposal → Client Portal + Onboarding
Lead → Clarity Call → Booked
SAMPLE WORKFLOWS INCLUDED
Absolutely. Everything is editable — you’ll be guided on what to tweak.
Can I customize the emails and workflows?
No! You can use whatever task management or delivery system you prefer. The forms and emails can be customized to your tools.
Do I need to use Keeper, like the client example?
Currently, yes. All video training is recorded in Dubsado 2.0. When 3.0 is out of beta, the videos will be updated, and you’ll get access to those, too.
Is this only for Dubsado 2.0?
Nope! This Playbook is made to be user-friendly, step-by-step, and visual. It walks you through everything you need.
Do I need to be a tech wizard to use this?
Frequently Asked Q's
Download now
Ahh if only one tech tool could do it all. Luckily we have automations to link all the different bits together. Get your Zapier automation!
