You want to spend more energy on growing your business - instead of just maintaining it.

You want to be in a place where you can outsource the parts of your business that you don't enjoy.

But right now, you’re on a DIY budget and it feels like you're stuck in a catch 22.

It’s time to get Dubsado set up... you’re just not sure how!

You’re ready to carve out more time - for business & life.  

You’re ready to get everything set up the right way, but you can’t seem to get your head around the Dubsado lingo or what’s really the best way to go about things.

You know your client processes inside out, but you’re struggling to turn them into efficient, streamlined workflows.

So, you logged into Dubsado and...

hello, overwhelm!


What if you could send your all your ideas to someone who can help you craft the perfect workflows for your biz?

Someone who knows all the ins and outs of Dubsado AND how to make it work for real businesses.

What if you had someone to help guide you through the process of getting your Dubsado setup?

You don't need to figure it all out on your own.

Let's sit down (wine optional) and plan out how you can make the most of Dubsado for your business.

Dubsado Drop Ins include:

Intake questionnaire to get me up-to-date about where you're already at with Dubsado, and where we need to focus our energy on the call.

1 x 90-minute session via Zoom to either:

→ Map out efficient workflows that make all your ideas possible, and then some! You'll leave with a road map to confidently DIY your Dubsado, or

→ Troubleshoot specific problems you've having with your workflows or Dubsado in general.

If there’s time left over, we'll log in to your Dubsado account and start taking action together!

ALL this for AUD $347


Ready? Let's do this!

Jill clark 

“Charlotte was an absolute dream to work with! I was so overwhelmed by Dubsado, but she helped me organize my workflows and translate each into Dubsado’s lingo—quickly. I can’t believe how much we accomplished in our drop-in session!

Not only did she help me gain the confidence I needed to take action on my own, but her insight remedied inefficiencies in my processes. Charlotte is clearly a systems expert and I can’t recommend her enough!”

 - Words by jill

Cristin goss

“I really appreciated that Charlotte took into consideration how my specific business works and applied that to my workflow and the accompanying materials.

I now have more time to focus on the bigger vision of my business rather than the admin/daily biz tasks that are so NOT fun! My client experience seems to be more enjoyable for both sides as well - they love the seamless workflow and portal and I love the automation. A huge weight off my shoulders!”

 - gossboss

Alicia bishop 

“Thank goodness I found Charlotte! I do not even know where Therapeutic Bookkeeping would be without her!

She helped me work through workflows that made my head spin…. and put them in an easy to understand way with navigation being a breeze.

I can’t say enough good things about Charlotte, TWIP, and working with her!”

founder & owner
 - Therapeutic bookkeeping


How long is the Dubsado Strategy Session?


How long is the Dubsado Strategy Session?


We’ll only be on Zoom for 90 minutes, but we’ll both come prepared so you might be surprised how much we get through!

I already have my processes written out, will this help me?


I already have my processes written out, will this help me?


Yes, definitely!

If you’ve written out your client processes and tried to turn them into workflows, this Strategy Session is the perfect way to start streamlining them and give you a clear plan on where to go from here.

What prep do I need to do?


What prep do I need to do?


As soon as you book your spot on my schedule, I’ll send you a brief questionnaire that also contains a couple of things I ask you to do before our session. 

First up, I like to get access to your Dubsado account so I can see where you’re at before our call. 

And secondly, I ask that you write out and send me your client processes as they are now. This means I can come armed with suggestions and we’ll get through a lot more than we would otherwise.

How is this strategy session different to Dubsado’s free 30 minute calls?


How is this strategy session different to Dubsado’s free 30 minute calls?


It’s different in two ways:

1. I’m a big fan of team Dubsado, and they do an awesome job of explaining what the system can do. However, my clients have told me that they find it much more helpful to hear from me what actually works for real people.

2. This isn’t a sales call or a demo. We’re going to talk about how your business works, and then we’re going to plan out exactly how Dubsado is going to help you. No general advice to be seen.

What if after our session I decide I’d rather you set up my Dubsado for me?


What if after our session I decide I’d rather you set up my Dubsado for me?


While it’s my intention to have you walk away from your Strategy Session feeling totally confident that you have the tools and know-how to set up your Dubsado, if that’s not the case I’m more than happy to help..

Say goodbye to overwhelm.

Let's create a roadmap and make sure you have everything you need to confidently
DIY your Dubsado.


I'll be in touch as soon as I can - can't wait to meet you over a virtual coffee!!


Choose a time & pop your details in the form below to get started.