Accounting + Bookkeeping Agency
Madison came to us after expanding her service suite and tightening her core financial offerings—because her systems hadn’t caught up. Her inquiry, proposal, and onboarding workflows weren’t reflecting the professionalism, caliber, or brand experience she delivers every single day. Everything felt manual, clunky, and painfully off-brand. Client-facing processes were pieced together, her forms felt canned and inconsistent, and the internal team was losing clarity on who signed, who hadn’t, and what needed to happen next. She wanted her systems to finally match the high-level work her firm is known for.
Goal for the project
Madison’s goals were clear and super urgent. She wanted us to:
- Bring her expanded service lineup into a unified, automated, on-brand Dubsado system
- Rebuild her proposal workflow so clients could choose the correct package, sign, and pay—without manual intervention
- Reduce team overwhelm by ensuring every new client triggered clear next steps and task assignments
- Create branded forms, questionnaires, contracts, and proposals that matched the quality of her firm
- Restore confidence in selling, onboarding, and day-to-day operations by removing the manual chaos
She didn’t want to “just make things work.” She wanted her backend to finally feel as elevated as her brand.
The Experience
From the beginning, this project was a full rebuild of the client-facing journey. Together we:
- Audited her entire Dubsado account, identified outdated forms, broken links, and missing steps
- Mapped out the full inquiry → discovery call → proposal → onboarding experience
- Created fully custom, branded forms, questionnaires, contracts, and proposals that reflected her firm’s visual identity
- Built a seamless proposal system where clients choose their package and auto-populate the correct contract and invoice
- Established three core workflows: inquiry, proposal, and onboarding
- Implemented automated team notifications and task assignments so every lead and new client was accounted for
- Replaced manual follow-ups with strategic, timed automations — allowing her to stop babysitting her leads
- Delivered documentation, training, and a streamlined system she could trust to scale with her
The end result was an elevated, luxurious experience—internally and externally—that matched her quality, brand, and professionalism.
The outcome
After launching the new system, Madison experienced an immediate shift in clarity, energy, and confidence.
- Her entire inquiry and onboarding process is now branded, automated, and aligned with her evolved service suite
- Leads move through the pipeline smoothly without her manually checking tools all day
- Every new client triggers automatic team assignments, eliminating confusion and overwhelm
- Her proposal workflow now works with a single click—clear packages, accurate contracts, seamless invoicing
- She feels more confident selling, marketing, and showing up for her business
- And the biggest transformation: she can finally breathe.
What was once a “Monica closet” is now a polished, organized, scalable system her team can rely on every single day
What Madison said about working with us
“The beauty and intention behind these new systems has allowed me to exhale in the most freeing way. I knew I was going to have a weight lifted off my shoulders, but it’s honestly more than I even realized.
I used to think I could do this myself—book a hotel room for a weekend and knock it out — but every time I tried, I got stuck, distracted, and bored. I knew I didn’t have what it took to execute the vision.
Jess is so much more than you could ever even imagine. What you see on her socials barely scratches the surface. She will blow your mind at every turn. I can confidently say she is one of my all-time favorite service providers and worth every single penny. She could’ve easily charged double for the level of quality delivered.
Working with Jess helped me feel organized and finally aligned. Together we tidied up my inquiry and onboarding systems — something I had been avoiding for way too long. If you’re on the hunt for an operations consultant, Jess is THE ONLY OPTION.”
— Madison, Founder of Madison Dearly LLC
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