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114 ⎸ [SYSTEMS] TaxDome for Bookkeepers with Cabot & Main
Manage episode 376248368 series 3357763
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 together
- What a typical TaxDome Setup looks like
- Why TaxDome is good for bookkeepers, not just Tax pro’s
- How to beat overwhelm with systems & workflows
Resources mentioned in this episode:
About our Guests
Katie 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 @cabotandmain
- Join their new monthly membership ➡️ The Tax Tech Collective
Thanks 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 @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
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
Join the Power to Breakthrough Bootcamp >
Aug 19 - 23rd | 12 PM Eastern Daily
Register for the Bookkeeping Biz Workshops HERE>
Workshops Dates: Aug 26 - Sep 3 @ 11am PT daily
- (Day 1) Aug 26 - Pre-party
- (Day 2) Aug 27 - What it Really Takes
- (Day 3) Aug 28 - All About That Tech
- (Day 4) Aug 29 - Creating a Business, not a J.O.B.
- (Day 5) Aug 30 - Q&A
- (Day 6) Sep 3 - Masterclass: Selling Without the Sleaze
Chapters
1. 114 - [SYSTEMS] Tax Dome for Bookkeepers with Cabot & Main (00:00:00)
2. Introducing the Guests (00:04:53)
3. Background of Speakers (00:06:30)
4. Initial Systems for Onboarding (00:09:52)
5. The Early Days of Tax Dome (00:11:37)
6. Starting with Dubsado (00:14:32)
7. Challenges and Realizations (00:18:10)
8. Features of Tax Dome (00:24:22)
9. Client Nuances and Tax Dome (00:29:50)
10. New Features and Listening User Feedback (00:31:26)
11. Pricing Structure (00:33:15)
12. Working with Katie and Ashly (00:34:42)
13. System Design for Larger Builds (00:39:26)
178 episodes
Manage episode 376248368 series 3357763
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 together
- What a typical TaxDome Setup looks like
- Why TaxDome is good for bookkeepers, not just Tax pro’s
- How to beat overwhelm with systems & workflows
Resources mentioned in this episode:
About our Guests
Katie 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 @cabotandmain
- Join their new monthly membership ➡️ The Tax Tech Collective
Thanks 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 @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
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
Join the Power to Breakthrough Bootcamp >
Aug 19 - 23rd | 12 PM Eastern Daily
Register for the Bookkeeping Biz Workshops HERE>
Workshops Dates: Aug 26 - Sep 3 @ 11am PT daily
- (Day 1) Aug 26 - Pre-party
- (Day 2) Aug 27 - What it Really Takes
- (Day 3) Aug 28 - All About That Tech
- (Day 4) Aug 29 - Creating a Business, not a J.O.B.
- (Day 5) Aug 30 - Q&A
- (Day 6) Sep 3 - Masterclass: Selling Without the Sleaze
Chapters
1. 114 - [SYSTEMS] Tax Dome for Bookkeepers with Cabot & Main (00:00:00)
2. Introducing the Guests (00:04:53)
3. Background of Speakers (00:06:30)
4. Initial Systems for Onboarding (00:09:52)
5. The Early Days of Tax Dome (00:11:37)
6. Starting with Dubsado (00:14:32)
7. Challenges and Realizations (00:18:10)
8. Features of Tax Dome (00:24:22)
9. Client Nuances and Tax Dome (00:29:50)
10. New Features and Listening User Feedback (00:31:26)
11. Pricing Structure (00:33:15)
12. Working with Katie and Ashly (00:34:42)
13. System Design for Larger Builds (00:39:26)
178 episodes
All episodes
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