Accounting with Dubsado!

Accounting is a major aspect of every business. More than often, business owners also find accounting to be a very scary aspect of the business. Some business owners try to avoid accounting every chance they get. Having this fear and avoiding accounting in your business can blind you from the importance of having an accounting system in place for your business. Accounting systems help track all of a business’s day to day financial exchanges. By tracking these financial exchanges as a business owner, you are more prepared to make financial decisions, set financial goals, and more importantly, GROW YOUR BUSINESS. Dubsado’s Accounting feature is an easy tool that can assist you in staying organized and FINANCIALLY HEALTHY. Before we get into how Dubsado can help you stay financially healthy with its Accounting feature, let’s dive into what accounting is and why it’s important for your business.


Accounting is a summarization of a business’s financial activity. This financial activity is measured and communicated in financial reports that can be easily stored, sorted, retrieved, and presented for future purposes. There are two main types of accounting, financial accounting and managerial accounting. The general purpose of financial accounting is to gather financial information which is summarized into financial reports such as balance sheets and income statements. These financial reports are provided to people that are outside of a business like customers, stockholders, creditors, or banks. Managerial accounting focuses on providing a businesses management team with vital information needed to keep the business FINANCIALLY HEALTHY. This information includes salaries, profits, budgets, and costs of goods and services. Most small business owners use managerial accounting to make financial decisions, set financial goals, and more importantly, GROW THEIR BUSINESS.


Having an accounting system in place is important because it keeps you aware of what is going on with your businesses finances. Accounting systems can assist you with staying on track of who owes you, what you owe and to who, any outstanding loans and interest repayments, management of your payroll, attracting investors, maintaining your budgets, and most importantly, it prepares you for TAX SEASON where you as the business owner will be obligated to provide financial data regarding your business to the IRS. When accounting is done properly it can also serve as protection for you and your business from any potential risks such as fraud or being selected for government audits.


Dubsado offers an amazing Accounting feature that you will find easy to use and helpful which it comes to dealing with your businesses finances. With Dubsado, goals can be set to keep track of your businesses growth annually or monthly. Profit and loss statements can be easily exported and sent to your accountant directly from Dubsado. This can help with fostering a healthy and professional relationship with your accountant by having often contact with your accountant. They will appreciate your attention being paid to your businesses finances and will show you CARE. Dubsado also provides you with a chart of your accounts that easily sorts all of your day to day transactions. With this chart you can see how much money is being made for all services that are offered. How awesome is it to see what services are bringing in the most money! With just a click of your mouse you can also view invoices that are pending as well as past due. This will come in handy when it is time to follow up on your invoices. With Dubsado’s Accounting feature, you are given all the tools needed to plan how to conquer your businesses goals as well as be will prepared to satisfy any financial data request in a cinch.


It’s always important and beneficial to have some accounting common knowledge. Having this common knowledge helps you stay aware of what is happening with your businesses finances and how to maintain them. If you don’t have an accounting system in place and are shopping around or researching an accounting system, LOOK NO FURTHER! Dubsado’s Accounting feature gives you all you need to keep your business GROWING and FINANCIALLY HEALTHY. With Dubsado’s user-friendly tools your business will stay organized and shooting for the stars or better yet those $$$ signs.


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3 Amazing Dubsado Features That Will Save You Time, Impress Your Clients, & Grow Your Business!


Dubsado is one of the leading business management software systems that was built to save you time, impress your clients, and grow your business. Dubsado has a variety of features that help you reach and manage your clients and potential clients as well as stay on top of the tasks of your business. There are three amazing Dubsado features that you and your business can benefit from. They are Lead Management, Contracts and Forms, and Payment Processing. These features allow you to create a flawless system with the use of tools needed to nurture your captured lead, turning them into potential clients and then booked clients.

funnnnel leads

Dubsado’s makes lead generation a breeze! Dubsado’s lead management feature allows you to keep track of leads with lead funnels and know when to follow-up with those leads. Lead capture forms can be embedded on your website or shared on your social media platforms via link to be captured into Dubsado. Once the lead is captured Dubsado’s automated lead responses kicks into gear sending the lead, now potential client, the forms and emails according to what they selected within you lead capture. With Dubsado’s lead generation, no lead will be left behind!

contracts and forms.

When it’s time to make it official with your potential client, there are a variety of tools at your fingertips that can help you stay organized and look professional to your clients with Dubsado’s Contracts and Forms feature. Dubsado can easily be customized to fit your brand by uploading your businesses templates. Dubsado also has many templates that are at your disposal and can be customized according to your brand. Proposals and quotes can be created so that your clients can easily pick from the services you have made available to them. What is cool about this feature is that the proposal, the contract with the option of signing, and the invoice for payment are all sent in one form. With E-signature, Dubsado cuts out the printing, scanning, and emailing back and forth contract or other documents that may need a signature. Your client can conveniently sign online from their computers or their mobile devices. Once you have booked your clients, you can use Dubsado’s questionnaires to get to know their needs and wants for their business. Each of your clients can easily upload files to be shared with you using Dubsado’s client file uploader feature. When your work is complete and needs to be reviewed before being finalized, proofs can be sent to your clients to be signed off on.


After capturing your leads and turning them into potential clients, it’s time to turn them into #BOOKED&PAID clients. Dubsado’s payment processing makes it quick and easy to get paid. With Dubsado you can send invoices and get paid online in just a few clicks. Your clients have the option of paying your invoice on their mobile devices, computer, or tablet.  In addition to that, Dubsado is connected to third-party companies that give your clients the option of making payments online through PayPal, Square, and Stripe. Dubsado’s tip feature allows your clients to tip you for going above and beyond their needs and expectations. With the recurring invoicing feature Dubsado saves you precious time by sending recurring invoices to your clients week after week or month after month.  Clients also have the option of signing up for automatic deductions which are set up as a subscription. Another cool tool within Dubsado’s Payment & Processing feature are payment schedules and plans. With payment schedules and plans set up through Dubsado a payment will never be missed. Dubsado sends out reminders that are set up to automatically go out before payments are due making it easy for you and most importantly YOUR CLIENTS. Do you have clients or offer services internationally? Well, with Dubsado you can set up your payment process with the proper currency and languages for your client. In addition to Dubsado saving you ample time with its easy payment processing Dubsado also offers NO PROCESSING FEES saving you money. What does that mean, MORE MONEY IN YOUR POCKET!!


With Dubsado, all of the behind the scenes work clouding your to-do lists is taken care of with these three amazing Dubsado features. Lead management can help you reach and manage your leads turning those leads into clients in addition to staying on top of your current clients. With Dubsado’s Contracts and Forms features you can get to know the needs and wants of your client and their business. Dubsado’s payment processing makes is quick and easy to get paid for all your hard work. With different payment options and invoicing tools getting paid has never been so easy. With these three amazing streamlining tools you can save time, impress your clients, and get down to business all with the help of Dubsado!

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TWO Key Factors to Creating Successful Lead Magnets!

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What is a LEAD MAGNET?

A lead magnet is a way to share content with subscribers and potential clients in exchange for their contact information such as their first name and email address to begin and build an email list geared towards fulfilling two main objectives which include:

1.      Attracting people to your product or service.

2.      Positioning those people to purchase your product and service.

Content that is shared as a lead magnet is usually free and informational and sparks the interest of the clients that then leads them to sign up for your email list.

Before we get into the objectives of lead magnets, it is important to know how to create a successful lead magnet first. According to, important factors to creating a successful lead include: knowing your ideal client’s persona, knowing about your competitor’s clients and what the competitors are offering to them. Using these two factors can set you apart from your competition and help you grow a successful business. Let’s get into why these factors are IMPORTANT.

Factor 1

The FIRST factor to creating a successful lead magnet by knowing your ideal client’s persona is important because it allows you to:

  • Engage with clients by creating content around their needs, wants, behaviors, and expectations;
  • Build trust with the clients allowing  them to feel that their needs and wants are important and they well taken care of with the content that you create;
  • Know what their clients want and what they expect can also help with customizing the customer experience to create loyalty and repeat business;
  • Know how often are they going to need to buy that product or utilize the service. If you can be proactive with your outreach efforts around the time you know they will purchase, chances are the customer won’t look elsewhere;
  • Center your messaging and promotion around whether your clients are purchasing for themselves or for someone else;
  • Pinpoint their reason for purchasing your product or service, and lastly
  • Sell your product or service more effectively.


Factor 2

The SECOND factor to creating a successful lead magnet by knowing your competitor’s clients and what your competitors are offering to them is important because it allows you to:

  • Tailor a marketing strategy that will allow your products and services stand out;
  • Excel in areas that the competitors lack in giving you the advantage to improve your business and marketing strategy;
  • Get to know ways the competitors are interacting with their clients to help determine what works and doesn’t work through trial and error;
  • Learn about the competitor’s clients’ habits, lifestyles, preferences, and dislikes which can help with learning how to cater to your clients; and
  • Learn how long the clients of the competitors have been loyal to them and why will help with establishing a loyal relationship with your clients to create those same relationships.

There you have it. Now that you have a better understanding of what a lead magnet is and the two key factors to creating a lead magnet you can now be confident in creating content to allow you and your business to stand out.

You will also have the confidence to begin building your email list the attracts potential clients and position those potential clients to purchase your service or product.

What are some factors you take into consideration when creating lead magnets?

Until Next Time – Virtually Perfected

Factor 2-2

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Virtually Perfected, LLC : The Journey Continues


Who We Are.

Virtually Perfected, LLC is a professional assistance, virtual guidance business specializing in services for small business owners, entrepreneurs, business coached, public,& Motivational speakers, and consultants. Virtually Perfected was implemented by company CEO, Ebony Gaynor, and after being in the virtual assistant industry for 11 years working with various types of businesses, Ebony decided to streamline and systematize the areas where her clients needed the most assistance. Once Ebony identified the sector where her clients needed the most assistance, she built a solid team around those areas that are known as the Virtually Perfected, LLC, “Team In A Box” Business Management Service, or VP, LLC, TIB, BMS, for short. Neat right? Ebony formed a team of virtual assistants, Team In A Box Managers, who support business owners with their tasks remotely using today’s technology –  meaning they never have to step foot into an office!

What We Do.

A Team In A Box Manager can do any tasks which do not require physical presence & can be executed using a computer. Some of the most common tasks are Data Entry, Calendar Management, Social Media Maintenance, Bookkeeping, Meeting & Event Planning, E-Newsletters, Internet Research, Database & Contact Management, just to name a few.



Why We Do It.

A TIB Business Manager saves business owners like you two of your most precious resources: time and money. As a business owner, you should be focused on your products or services and growing your business – not worried about the day to day administrative or operational tasks. Our TIB Business Managers are skilled, experienced and able to execute any and all tasks assigned to them. This gives you back those hours you’ve been looking for and helps you refocus on building your Brand. If you are in need of support but are not able to hire a full-time employee, don’t have the office space or equipment, then using a VP, LLC, TIB Manager is your answer. That way you don’t have to worry about break times, vacations, income tax or anything else!

Why We Are Blogging.

Virtually Perfected’ s  ultimate goal is to connect with business owners who may be seeking information and support at every stage of growing their businesses. VP would also like to connect with other those who are seeking to make career changes and are interested in gaining valuable information and guidance that will help them make those big decisions when they are ready to make that transition from a full-time employee to having control and being their own boss.

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What we will be blogging about?

Virtually Perfected will be blogging about everything that has to with new business implementation, operations management, project and event management, branding & marketing, and social media. We will also be sharing our knowledge about how to become a VA and what it takes to be a VA which includes topics that start at the basis like what is a VA and services you can provide as a VA to selling your service and getting clients.

That covers everything you need to know about Virtually Perfected, LLC. We are a service based company that takes the word “SERVICE” very seriously. This blog is a platform Virtually Perfected, LLC intends to use to connect with you and to give guidance and spread knowledge about the VA world. Be sure to subscribe to our blog and check out our Virtually Perfected, LLC website.

Won’t you join us?

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Good company in a journey makes the way seem shorter. — Izaak Walton