114 ⎸ [SYSTEMS] TaxDome for Bookkeepers with Cabot & Main

The Ambitious Bookkeeper Podcast

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:

• TaxDome
• ClickUp
• Dubsado (affiliate link)

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

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Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

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Chapters

1. 114 - [SYSTEMS] Tax Dome for Bookkeepers with Cabot & Main (00:00:00)

2. Introducing the Guests (00:05:38)

3. Background of Speakers (00:07:15)

4. Initial Systems for Onboarding (00:10:37)

5. The Early Days of Tax Dome (00:12:22)

6. Starting with Dubsado (00:15:17)

7. Challenges and Realizations (00:18:55)

8. Features of Tax Dome (00:23:14)

9. Client Nuances and Tax Dome (00:28:42)

10. New Features and Listening User Feedback (00:30:18)

11. Pricing Structure (00:32:07)

12. Working with Katie and Ashly (00:33:34)

13. System Design for Larger Builds (00:38:18)