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May 27, 2019

Accounting for Your Finances in Dubsado

As they say, if your business doesn’t make you money, it’s a hobby. Hopefully you’re not running a “hobby business” and you know that accounting for your finances is important! As the CEO, you should have a firm grasp on what money is coming in (your income) and what money is going out (your expenses). Spreadsheets will only get you so far for this! Luckily, your Dubsado account already comes equipped with some basic accounting features.

In a previous post, we talked about the Payment Processing abilities of Dubsado which deals with the front end of collecting payment. But Dubsado also offers back end accounting features as well. You can…

  • Create a Chart of Accounts that helps you organize your income and expenses
  • Export a Profit and Loss statement
  • Set financial goals on a monthly or yearly basis
  • Quickly see who owes you money on outstanding invoices

For a small business with few transactions, these accounting features should be enough to get you by. However, Dubsado’s core focus is CLIENT management and this is what they excel at. It would be wise to manage your FINANCES in a third-party program like Wave or QuickBooks Online. These platforms are designed specifically for accounting for your finances (which is what THEY excel at).

Check out this tutorial video for a quick walkthrough of the basic accounting features that are currently available in Dubsado.

Want More?

Looking for more tips and tricks on how to optimize your Dubsado account? Follow me on Facebook and Instagram!

Need more detailed one-on-one support? Click here to find out how we can work together.

Not even sure what Dubsado is? Sign up for an amazing free trial to get your feet wet. And bonus, once you decide you’re ready to upgrade to a paid account, you can use my affiliate link and referral code (sarahleighday) to get 20% off your first month or year! Not bad, huh?

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