EPISODE · Sep 6, 2023 · 43 MIN
114 ⎸ [SYSTEMS] TaxDome for Bookkeepers with Cabot & Main
from The Ambitious Bookkeeper Podcast · host Serena Shoup, CPA
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 togetherWhat a typical TaxDome Setup looks likeWhy TaxDome is good for bookkeepers, not just Tax pro’sHow to beat overwhelm with systems & workflowsResources mentioned in this episode:TaxDomeClickUpDubsado (affiliate link)About our GuestsKatie 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 @cabotandmainJoin their new monthly membership ➡️ The Tax Tech CollectiveThanks 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 @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website >Follow the Blog >Connect on IG >Connect on LinkedIn >Connect on FB >Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/surveyOpt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Listen to the FREE Private Podcast >>The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
What this episode covers
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 togetherWhat a typical TaxDome Setup looks likeWhy TaxDome is good for bookkeepers, not just Tax pro’sHow to beat overwhelm with systems & workflowsResources mentioned in this episode: TaxDomeClickUpDubsado (affiliate link)About our Guests Katie...
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114 ⎸ [SYSTEMS] TaxDome for Bookkeepers with Cabot & Main
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