The Ambitious Bookkeeper Podcast: Recent Episodes
Serena Shoup, CPA
The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www.ambitiousbookkeeper.com/bba Facebook: https://www.facebook.com/serenashoupcpa LinkedIn: https://linkedin.com/in/serenashoup Instagram: https://instagram.com/ambitiousbookkeeper
Real talk: if your summer felt slow and you were low-key stressing about it, this episode is for you. This week's a short and sweet solo update where I walk you through what's coming up on the podcast over the next month, plus a little pep talk about the summer slump so many of us hit as bookkeepers. Slow season is normal, my friend, and it doesn't mean anything is wrong with your business. I'm sharing exactly what I do to keep moving the needle when discovery calls dry up, and how to set yourself up so next summer doesn't catch you off guard.
In this episode you’ll hear:
- Why summer is almost always slow for bookkeepers
- The services and projects I lean into during the slow months to bring in a cash influx
- How to plant seeds now that come to fruition in the fall
- A rundown of everything coming up on the show, including big interviews and a limited time audio series you don't want to miss
Resources mentioned in this episode:
- https://www.ambitiousbookkeeper.com/subscribe
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow me on YouTube: https://www.youtube.com/@ambitiousbookkeeper
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Get access to the FREE Advisor Activation Audio Series before it goes away!
https://www.ambitiousbookkeeper.com/activate
In this episode you’ll hear:
- A very short update about the audio series I just released & why you need to listen before it goes away!
Resources mentioned in this episode:
- Listen to The Advisor Activation Audio Series → https://www.ambitiousbookkeeper.com/activate
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow me on YouTube: https://www.youtube.com/@ambitiousbookkeeper
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Get access to the FREE Advisor Activation Audio Series before it goes away!
https://www.ambitiousbookkeeper.com/activate
Alyssa and I are back, and this time we actually hit record (lesson learned from last year, ha). We just closed year two of the State of the Virtual Bookkeeping and Accounting Industry survey, and we sat down to dig into the data together in real time. This isn't a polished, buttoned-up report read. This is the two of us cross-referencing the numbers live, reacting to what surprised us, and pulling out the patterns that actually matter for your firm. We get into the real differences between solo operators and firms with six-plus team members, where the money actually lands, how much owners are really working, and the truth about AI that nobody wants to say out loud. Real talk, some of these numbers gave me pause, and a few of them are going to challenge what you think is possible in your own business. Grab the free PDF report and follow along.
In this episode you’ll hear:
- The revenue ceiling for solo firm owners
- The honest truth about AI in our industry
- Why so many of you are still pricing way too low
- What your minimum fee should actually look like
- The surprising connection between being the household breadwinner and how hard you push your firm
- What the data says about working hours and profit margins at every revenue level
Resources mentioned in this episode:
- State of the Virtual Bookkeeping and Accounting Industry Survey (free PDF report) at: https://www.ambitiousbookkeeper.com/survey or https://www.workflowqueen.com/survey
- Elevate: https://www.ambitiousbookkeeper.com/elevate
- Advisory Edge: https://www.ambitiousbookkeeper.com/offers/j9hM5s4e/checkout
- Breakthrough: https://serenashoup.krtra.com/t/IKUxtNZoz7lF
- Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d
Connect with Alyssa
🌐 Website: https://www.workflowqueen.com
📱 IG: https://www.instagram.com/workflowqueen
🎙️ Podcast: https://podcasts.apple.com/us/podcast/conquering-workflows-systems-for-bookkeepers-accountants/id1576274369?i=1000529139554
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Listen to the FREE Private Podcast >>
The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
I'm joined in person by my biz bestie Alyssa Lang of Workflow Queen, and we are SO pumped to talk about the return of the Virtual Bookkeeper Industry Survey round two, baby! We're going bigger, better, and more intentional this time around, with a goal of 2,500 responses, a charity donation tied to Make-A-Wish Foundation, and a brand new interactive data bot that lets you dig into the results yourself. Oh, and we may have gone down a rabbit hole or two about AI, pricing, and what it actually means for running a boutique firm. You're welcome.
In this episode you’ll hear:
- A breakdown of the survey format, what questions changed from last year, how this data compounds over time, and why your honest answers help the whole industry
- How AI should actually be affecting your pricing
- How people are (and aren't) implementing AI in their firms, and the offshoring and automation data we're dying to dig into
- The trust recession around AI, what it means for your client relationships
Resources mentioned in this episode:
- TAKE the Survey: https://www.ambitiousbookkeeper.com/survey
- Or take it Here: https://www.workflowqueen.com/survey
- Last Year’s Results: https://youtu.be/L0nwFo5A7xM
Connect with Alyssa
🌐 Website: workflowqueen.com
📱 IG: @workflowqueen
🎙️ Podcast: Conquering Workflows & Systems with the Workflow Queen
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Listen to the FREE Private Podcast >>
The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
This episode is a replay of my April 2026 live Q&A, and we cover a ton of ground that I know so many of you are dealing with right now.
Whether you're just starting out and trying to figure out where to even begin with automation, or you're in the thick of building a team and wondering why delegating feels harder than just doing it yourself, this one's for you. We also get into some juicy topics like QBO Payroll versus Gusto, how to handle S-Corp clients who are flying under the radar on reasonable salary, and what to do when a competitor is trying to tank your reputation online.
In this episode you’ll hear:
- The very first thing I recommend automating in your bookkeeping practice
- How to confidently ask a prospective client for access to their books
- QBO Payroll versus Gusto
- How to advise S-Corp clients on taking a reasonable salary
Resources mentioned in this episode:
- Elevate: https://www.ambitiousbookkeeper.com/elevate
- The Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba
- Emailing List: ambitiousbookkeeper.com/subscribe
- Dubsado (free audio series): https://www.ambitiousbookkeeper.com/dubsado
- Dubsado (affiliate link): https://www.dubsado.com/?c=shoupcpa
- Dubsado Decoded: https://kendracourtney.com/dubsado-decoded/
- Breakthrough by Workflow Queen: https://serenashoup.krtra.com/t/IKUxtNZoz7lF
- YouTube: "Is It Time to Move My Clients to Xero?"
- Xero Partner Program (affiliate link): https://xeroamericas.partnerlinks.io/79afz10exu7d
- Gusto (affiliate link): https://gusto.com/partners/i/serena591
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow me on YouTube: https://www.youtube.com/@ambitiousbookkeeper
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Listen to the FREE Private Podcast >>
The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
This episode is a behind-the-scenes conversation with Max Emory.
We get into the nitty gritty of what it actually takes to serve REI clients, how he built his team, the new community he's launching for bookkeepers who want to level up their marketing and sales game, and how he manages it all with two boys under two at home.
In this episode you’ll hear:
- Why real estate investing is one of the most complex niches a bookkeeper can serve
- How overcomplicated entity structures are hurting real estate investors
- The behind-the-scenes of Time Capital University and GoPro Bookkeeping community
- How Max runs a lean, profitable firm with strong boundaries around his time
Resources mentioned in this episode:
- Bookkeeper Launch: https://bookkeepers.com/bookkeeper-launch/*
- Skool Community: https://www.skool.com/bookkeeping-for-rei/about*
- Nuts and Bolts Course - Max's REI bookkeeping training course inside his Skool community
- Multi Six Figure Bookkeeper Playbook - also inside the Skool community
- Spark Email App
- Loom
- Xero
- Rich Dad Poor Dad by Robert Kiyosaki
- 10x Is Easier Than 2x by Dan Sullivan and Dr. Benjamin Hardy
Meet Max Emory
Max Emory is the founder of Time Capital Bookkeeping and Time Capital University, a bookkeeper-turned-real-estate-expert who went from Marine Corps officer and mechanical engineer to building a thriving virtual bookkeeping firm that specializes in real estate investors and he has two boys under two at home!
Connect with Max Emory
- Linkedin: https://www.linkedin.com/in/millionairebookkeeper/
- Time Capital Bookkeeping : https://www.timecapitalbcs.com/
- Time Capital University: https://www.timecapitaluniversity.com/
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Listen to the FREE Private Podcast >>
The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
Get all the info and join before Midnight Pacific Time on May 9, 2026:
https://www.ambitiousbookkeeper.com/elevate/?coupon_code=REVAMP
In today’s episode, I’m sitting down with Joe Woodard—founder of Scaling New Heights—and we’re diving into what’s really happening in the accounting industry right now.
We talk about:
- Why the ‘AI hype vs denial’ debate is missing the point
- What tasks you should actually be handing off to AI
- Why moving off hourly pricing isn’t enough anymore
- And how to position yourself so clients see you as indispensable
- how to make sure your pricing model matches your vision and goals
Resources mentioned in this episode:
- Scaling New Heights 2026: https://www.woodard.com/scaling-new-heights-2026
- Woodard coaching program (for firms approaching $1M+)
- Xero / JAX feature (beta)
- Anthropic / Claude
- ChatGPT / OpenAI
- Microsoft Copilot
Meet Joe Woodard
Joe Woodard is the CEO of Woodard®, a company that empowers accountants and business advisors through education, coaching, resources, and consulting services, with a particular focus on Client Advisory Services (CAS). Woodard equips professionals to modernize their practices, optimize accounting software, and expand their reach.
Joe has trained over 150,000 professionals, is a published author, and hosts the Scaling New Heights® conference. He has been recognized by Accounting Today as one of the Top 100 Most Influential People in accounting since 2014. Joe also publishes The Woodard Report™, which reaches over 100,000 readers annually.
Connect with Joe Woodard
🌐 Website: https://www.woodard.com
👥 Linkedin: https://www.linkedin.com/in/realjoewoodard/
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Listen to the FREE Private Podcast >>
The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
some links are affiliate links
In this episode, I'm sharing our March live Q&A where I answered rapid-fire questions about running a bookkeeping firm. If you've ever wondered how to manage a shared team inbox without micromanaging, what to do with merchant clearing account balances at year end, or how to navigate a CPA non-compete, this one's for you.
In this episode you’ll hear:
- How to manage a shared team inbox
- What to do with merchant clearing account balances at year end
- Why building a 100% virtual client base can actually be easier than going local
Resources mentioned in this episode:
- Xero**:https://xeroamericas.partnerlinks.io/79afz10exu7d
For experienced bookkeepers & accountants:
Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>
Grab my FREE Start your Bookkeeping Biz Checklist >>
Grab my FREE New Client Onboarding Templates >>
For new bookkeepers:
Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** >>
For creators:
Become a client at my firm, Of Course Financial >> https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73f
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
- Visit my website: ambitiousbookkeeper.com
- Subscribe to my Newsletter ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript**
- Buzzsprout**
AFFILIATE DISCLAIMER
We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.
Listen to the FREE Private Podcast >>
The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
Stop letting your calendar run your life! In this episode, Serena dives into the brand-new Dubsado 3.0 (Beta) to show you how to protect your time and professionalize your client onboarding. Whether you’re a bookkeeper, accountant, or small business owner, learning how to automate the "back-and-forth" of scheduling is the fastest way to reclaim your sanity.
In this episode, you’ll learn:
- The Power of the Scheduler: How to use the new 3.0 interface to set up custom meeting types with automatic Zoom or Google Meet links.
- Protecting Your Energy: Using buffer times and booking maximums so you never feel "back-to-back" again.
- Qualifying Leads: How to attach intake questionnaires to your booking link to ensure you have all the info you need before the call starts.
- Paid Discovery Calls: A simple trick to prevent "ghosting" and ensure potential clients are serious about working with you.
- The "New Client Guide" Strategy: Why redirecting clients to a custom thank-you page or Canva guide after they book can set the stage for a premium experience.
Resources Mentioned:
- Dubsado* dubsado.com/?c=shoupcpa
- Watch the Full Tutorial: See the new 3.0 interface in action over at https://youtu.be/zQoyrql1k6k
- Dubsado Decoded: Our signature course co-created with Dubsado Specialist Kendra Courtney. Get your firm's proposals, contracts, and workflows set up correctly the first time. dubsadodecoded.com
- Free Audio Series: Want more tips on streamlining your bookkeeping business? Listen to our free series here: ambitiousbookkeeper.com/ddpodcast
- Dubsado Decoded for Bookkeepers & Accountants: dubsadodecoded.com
*Affiliate link
I've been getting this question for years, and since I'm now on YouTube and Xero keeps rolling out new features, it was time to give this topic a serious refresh. In this episode, I'm breaking down all the reasons why I am a hundred percent Xero firm and why I genuinely love this software. This is not sponsored (but yes, please use my affiliate link!). I'm just a bookkeeper who has seen what a mess the alternative can create, and I want you to understand what you could have instead.
In this episode you’ll hear:
- Why Xero's security and data integrity controls make it the smarter choice over QBO
- How Xero's reporting structure saves us massive time across our entire client roster
- The efficiency tools and automations that let us simplify pricing and serve high-volume clients without penalty
- The invoicing features and included extras that QBO actually charges you for (yes, really)
Resources mentioned in this episode:
- Xero Partner Program (Affiliate Link): https://xeroamericas.partnerlinks.io/79afz10exu7d
- Relay Banking (Affiliate Link): https://relayfi.com?referralcode=ShoupCPA
- GoCardless (Affiliate Link): https://manage.gocardless.com/refer/us/serena/ygvg9o-amz
Videos linked in this episode:
- Xero | Modifying Chart of Accounts: https://youtu.be/NHZLjYx2FQw
- Xero | Reconcile Bank Accounts Pt 1: Match, Create, Transfer: https://youtu.be/D9CYOuAydac
- Xero | Reconcile Bank Accounts Pt2: Reconcile Period: https://youtu.be/5fnwMC_QUo0
- Hubdoc | Audit-Proof Your Business: https://youtu.be/vzSrPZOSJ3o
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow me on YouTube: https://www.youtube.com/@ambitiousbookkeeper
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Listen to the FREE Private Podcast >>
The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
This is a podcast update & what to expect here on the podcast for the month of April!
Check out this week’s YouTube Video >>
- The New Xero Partner Hub
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow me on YouTube: https://www.youtube.com/@ambitiousbookkeeper
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
This one is a little different. One day in February I decided to vlog my day.. a sort of behind the scenes of my day. I wasn’t sure what I was going to use this footage for. And then… I was inspired a couple weeks ago (by the time this comes out) to write another BTS Newsletter. The two are completely unrelated in topics— combining the voice over of my Newsletter (unfiltered thoughts combined with a little education + provoking thoughts) with my random vlogging day.
I hope you enjoy… make sure you watch it on YouTube for the full effect.
In this episode you’ll hear:
- The audio version of Vol. 7. No more arbitrary price increases
- Audio of my check ins through out the day
WATCH ON YOUTUBE FOR THE FULL EXPERIENCE → subscribe while you’re there.
Subscribe to the Newsletter. I don’t sell in them. They are my own personal thoughts and musings as I build & grow my businesses. There will be typos. Half the time, I write them from my phone. Right when inspiration hits.
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
AI is changing the bookkeeping game, but it's not replacing us anytime soon.
In this episode, I'm pulling back the curtain on Xero's built-in AI feature, JAX (Just Ask Xero), and walking you through exactly how we're testing it inside our own firm before rolling it out to clients. From auto bank reconciliation to creating invoices via conversation, there are some genuinely cool time-saving features here, but there's still a lot you need to be doing yourself.
In this episode you’ll hear:
- How JAX works inside Xero
- What security and data privacy measures are in place
- How the auto bank reconciliation feature works
- How JAX can look up vendor information from the web while you're coding transactions
- How to use JAX to create invoices, pull up open invoices, and even build quotes
Resources mentioned in this episode:
- Xero :https://xeroamericas.partnerlinks.io/79afz10exu7d
- JAX Article: https://central.xero.com/s/article/About-Just-Ask-Xero-JAX-AU
- Xero’s data commitment: https://www.xero.com/us/data/
- Xero Playlist → https://www.youtube.com/playlist?list=PLvpVbZsrj-tXq1nN53z162JbTwGeH3GPf
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
I have a big announcement to share and I've been so excited to finally let the cat out of the bag! Erin Pohan, one of our OG community members and founder of UpKeeping®, is joining me as co-coach for this upcoming cohort of the Bookkeeping Business Accelerator.
I wanted to bring Erin on because she's lived this journey. She started from scratch just like you, built her firm to 50 clients and a team of three, and she did it using the BBA framework. This episode is a real, honest conversation about what it actually takes to build a bookkeeping business, how AI is changing our industry (but not in the way you might fear), and what's in store for this cohort.
In this episode you’ll hear:
- The big announcement
- Erin's origin story
- AI in bookkeeping
- And more!
Resources mentioned in this episode:
- Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/vip
- Ambitious Bookkeeper Bookkeeping Biz Workshops: https://www.ambitiousbookkeeper.com/workshops
- Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d
- QuickBooks Online: https://www.referquickbooks.com/s/Serena4
- Workflow Queen / Alyssa Lang: https://www.workflowqueen.com
Meet Erin
As Founder of UpKeeping® and a proud student in The Ambitious Bookkeeper community, Erin is changing the old & boring stereotypes of the accounting industry. Erin and her team support new entrepreneurs and already-established small business owners by being their #1 financial cheerleader/concierge/communicator.
When she’s not trying to make accounting more “fun”, Erin loves traveling the world with her family, playing the violin, and convincing accounting students & professionals that owning an accounting firm is the American dream.
Connect with Erin
👥 Linkedin: https://www.linkedin.com/in/erinpohan/
📱 Instagram: @upkeeping.co
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Listen to the FREE Private Podcast >>
The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
From AI tools and scope creep to finding your first clients and onboarding systems, whether you're just dreaming about starting a bookkeeping business or you're a few years in, there's something in here for you.
In this episode you’ll hear:
- How I use AI in my firm
- Pricing, scope creep, and tough money conversations
- Finding your first five clients
- Onboarding process
Resources mentioned in this episode:
- Bookkeeping Biz Workshops: https://www.ambitiousbookkeeper.com/workshops
- Onboarding Templates Freebie: https://www.ambitiousbookkeeper.com/onboarding
- Elevate: https://www.ambitiousbookkeeper.com/elevate
- Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba
- Effortless Client Requests: workflowqueen.com
- Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv
- Dubsado Decoded: https://kendracourtney.com/dubsado-decoded/
- Akadian QBO: https://fastandeasyqbo.samcart.com/referral/qbo-basic/8Duca0gOuAg8wpjF
- Bookkeeper Launch: https://sk293.isrefer.com/go/BLFS/SS64/
Affiliate Links
- Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d
- QuickBooks Online: https://www.referquickbooks.com/s/Serena4
- Dubsado: https://www.dubsado.com/?c=shoupcpa
- Gusto: https://gusto.com/r/1bjHm
- Content Snare: https://contentsnare.com/#_r_serena58
- Clockify: https://clockify.me/?fpr=qyebl2
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Listen to the FREE Private Podcast >>
The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
Welcome back to our monthly live Q&A! We took a little break, but we're back and ready to tackle all your burning questions about building your bookkeeping business. Whether you're just getting started or scaling your firm, this episode is packed with real talk and practical advice.
In this episode you’ll hear:
- Partnership pitfalls and planning
- Tech stack essentials
- Hiring and leading your first employee
- Pricing strategies for startups and special situations
Resources mentioned in this episode:
- Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d
- QuickBooks Online: https://www.referquickbooks.com/s/Serena4
- Become a Bookkeeper by Katie Farrow: https://www.katieferro.com/a/38894/2PQNgtvv
- Risk Desk by Jock Walls at https://www.myriskdesk.com
- Dubsado: https://www.dubsado.com/?c=shoupcpa
- Google Workspace: https://referworkspace.app.goo.gl/Xo4G
- TaxJar, Anrok, Hubdoc
- "Make 'Em Beg to Work for You" by Dr. Angela E. Lauria
- "Teamwork" by Natalie Dawson
- Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba
- Elevate: https://www.ambitiousbookkeeper.com/elevate
- Confident Compliance Bundle: https://www.ambitiousbookkeeper.com/offers/tgPgMBJ7
- Workflow Queen's Breakthrough Program: https://serenashoup.krtra.com/t/IKUxtNZoz7lF
- Dubsado Decoded: https://kendracourtney.com/dubsado-decoded/
- QBO Gym: https://fastandeasyqbo.samcart.com/referral/GymChallenge/8Duca0gOuAg8wpjF
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
In this episode, Serena interviews Hunter Rademaker and they talk about Hunter’s expertise on sales in accounting, emphasizing client qualification, communication, advisory roles, and strategic hiring for growth.
In this episode you’ll hear:
- Hunter’s unique sales role
- The sales process & qualifying new clients
- Advice for new bookkeepers
- Client retention & advisory
- Pricing & hiring a sales person
Resources mentioned in this episode:
- House of Revenue/Sales BQ - Consulting company that helped set up the sales and marketing department at Hunter's firm
- Facebook: https://www.facebook.com/serenashoupcpa
- ADP
Meet Hunter Rademacher
My name is Hunter Rademacher, and I work in sales at CSI Accounting & Payroll. I spend my days speaking directly with small business owners — from one-person operations to companies with 100 employees — helping them navigate bookkeeping, payroll, cleanup work, and ongoing accounting support.
Because I’m on the front lines of these conversations, I get a clear view into why small businesses choose a bookkeeper, why they leave one, and what they actually want from an accounting partner. I’ve learned where trust breaks down in the sales process and how bookkeeping firms can position their services more confidently and profitably.
Connect with Hunter
LinkedIn: https://www.linkedin.com/in/hunter-rademacher/
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
The 'One Big Beautiful Bill' introduces significant tax changes for 1099s, depreciation, and employer credits, emphasizing meticulous bookkeeping for compliance and savings. Listen in to the conversation with Adrian & Serena as they unpack the need-to-know highlights for bookkeepers and how you can stand out in the industry by making a few small changes to your processes.
In this episode you’ll hear:
- 1099 Reporting Changes
- Bonus Depreciation and Section 179
- Tips and Charitable Contributions
- Employer Tax Credits and Deductions
- Pass-Through Entity Tax and Reconciliation
Resources mentioned in this episode:
- → want to see that ‘tax package’ in action? Grab the Confident Compliance Bundle
- 205 ⎸ Protecting Your Clients from Audits with Ex Irs Auditor Adrian Lopez
Meet Adrian
I’m Adrian Lopez, a Certified Public Accountant (CPA) and former IRS Revenue Agent.
During my tenure as a Revenue Agent in the IRS Small Business / Self-Employed Division, I audited self-employed and small business taxpayers like restaurants, construction contractors, real estate agents & brokers, wealth managers, tax preparers, and farmers.
Now, I help individuals, families, small businesses, and non-profits thrive by providing quality tax return preparation, tax planning & advisory, bookkeeping & accounting, and tax representation.
Connect with Adrian
Website: https://anlcpa.com/
Linkedin: https://www.linkedin.com/in/adrianl1996/
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Before we close things down for the holidays, I decided to bring back one of my favorite interviews from the vault. In 2021 during one of our Bookkeeping Biz Workshop rounds, I brought Katie on to chat about a program she had just created—which is still going strong today—in fact, has been revamped and redesiged since she created it, and I want to make sure you all know about it. But more so than that, I wanted to bring this conversation back to you in case you’re planning for the new year. This will give you some things to consider, especially if you’re balancing motherhood with building your business, or dreaming of starting your business in 2026.
In this episode you’ll hear:
- Katie’s background: CPA → corporate → motherhood → bookkeeping business (and how she was “paid to quit” at the perfect time)
- The emotional reality of leaving corporate—even when it’s the right move
- Why the early seasons of motherhood are intense, and how that shapes business decisions
- How Katie’s bookkeeping business grew: referrals, small beginnings, pricing lessons, and early client expansion
- The mindset shift: bookkeeping as a stable, scalable foundation (especially once you hire a team)
- Hiring earlier than feels comfortable: babysitters, cleaners, and bookkeepers as “buying back time”
- Why working at home with kids around can be harder than being fully out of the house
- Office space + opportunity cost: how one monthly client can fund the setup that changes everything
- Training a team the right way: slow client-by-client handoff, upfront time investment, long-term payoff
- Client continuity + freedom: not being the only person clients rely on
- Katie’s Become a Bookkeeper (BABS) course overview: Learn → Shadow → Apply (practicum)
Resources mentioned in this episode:
- Become A Bookkeeper
Connect with Katie: : instagram.com/orderlyaccountingbykatie
Listen to Katie’s Podcast: Profits & Prosecco
Sign up for Become A Bookkeeper
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Listen to the FREE Private Podcast >>
The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
I had the best conversation with Kelly Sinclair about something that's been on my mind (and probably yours too): how to actually use AI without losing the human connection that makes your business YOU. We dive deep into why social media might not be the lead generator you think it is, how to build visibility strategies that don't rely on the algorithm, and how AI can actually help you show up MORE human, not less.
In this episode you’ll hear:
- Why taking a break from social media might be the best business decision you make
- How to flip your AI mindset from "polish my work" to "support me first"
- The three ways to monetize AI in your business
Resources mentioned in this episode:
- 90 Day Visibility Sprint Starter Kit https://kellysinclair.thrivecart.com/the-90-day-visibility-sprint-podcast/?coupon=SERENAPOD
- Valerie
- Brand Calibrator
- Notebook LM
- ChatGPT
- MindPal
- ManyChat
- Zapier
- QuickBooks Online
Meet Kelly
Kelly Sinclair is a visibility strategist, AI-powered marketing expert, and host of Entrepreneur School. An accidental tech nerd and professional mom taxi, she helps entrepreneurs ditch random acts of marketing, build visibility habits that actually work, and grow through intentional visibility—not by selling their soul to social media.
Connect with Kelly
Podcast: https://entrepreneurschool.ca/podcast/ Instagram: https://www.instagram.com/ksco_kelly/
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Listen to the FREE Private Podcast >>
The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
In this episode, I'm chatting with my friend Kelsey Silver about something so many of you have been asking about - how the heck are we supposed to use AI without compromising our clients' security? Kelsey has a super unique background and she breaks down exactly what we need to look for when evaluating AI tools for our firms. Plus, she shares about her AI app Foresight HQ that helps you identify your hottest leads in your Instagram DMs - no more chasing people who just wanted the freebie!
In this episode you’ll hear:
- How to evaluate AI tools for security
- The difference between machine learning and generative AI
- How Kelsey balances building an app, doing VIP days, working a corporate job, AND being a mom to a 4.5-year-old
Resources mentioned in this episode:
- The Metrics 7-Figure Business Owners Can't Live Without: https://kelseysilver.com/metrics
- 5 DM Signals $FREE: https://foresighthq.app/5signals
- Notion
- ThriveCart, High Level, and SamCart
- ManyChat
Meet Kelsey
Kelsey Silver is a data and AI strategist and the founder of ForesightHQ, an AI-powered DM lead tracker designed for business owners who want to follow up in their DMs without feeling like a sales robot. With a background in psychology, 10+ years in corporate analytics, and a deep love for systems that actually fit your life, Kelsey helps entrepreneurs find the hidden gold in their data so they can sell smarter and with more integrity. When she’s not decoding buyer signals or mapping launch strategies, you can find her at a Ren Faire with her daughter or decompression from reading spreadsheets all day with a bag of Oreos and an oat milk chai latte.
Connect with Kelsey
Instagram: @kelseyesilver
Website: https://kelseysilver.com/
App: https://foresighthq.app
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Listen to the FREE Private Podcast >>
The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
Send us a text
Welcome to this special workshop series that will only be up for a LIMITED TIME (Till December 1st) where we're diving deep into what it really takes to start and run a virtual bookkeeping business.
This is the final episode of our three-part Bookkeeping Business Workshop series, where we're diving deep into designing the business. We're talking about your ideal business, your perfect-fit clients, and we're demystifying the sales process because I know that part freaks a lot of you out.
In this episode you’ll hear:
- How to design your dream bookkeeping business
- The exact framework for identifying your perfect-fit client
- My four-step discovery call structure that makes selling feel natural
- The complete roadmap for getting your bookkeeping business up and running
Resources mentioned in this episode:
- Get the Templates & Workbook for $27: https://www.ambitiousbookkeeper.com/offers/VhYZ8Efs
- Get the special code and the discount for 20% off the Bookkeeping Business Accelerator, Self-Paced before December 1st at: ttps://www.ambitiousbookkeeper.com/subscribe
- Elevate: https://www.ambitiousbookkeeper.com/elevate
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Subscribe to stay in the know about Black Friday:
ambitiousbookkeeper.com/subscribe
Black Friday Sale happens November 28 - Dec 2
Get access to the Dubsado Decoded Private Podcast Series here>>
Send us a text
Welcome to this special workshop series that will only be up for a LIMITED TIME (Till December 1st) where we're diving deep into what it really takes to start and run a virtual bookkeeping business.
In this episode, we pull apart accounting tech stacks so you know what you need and what would be nice to have.
In this episode you’ll hear:
- Complete accounting stack breakdown
- The business stack that'll scale
- What you actually need to start
- Solutions to common tech issues
Resources mentioned in this episode:
- Get the Templates & Workbook for $27: https://www.ambitiousbookkeeper.com/offers/VhYZ8Efs
- Start your free trial of Xero: https://xero5440.partnerlinks.io/xirpf8p1xkoz
- Accountants & Bookkeepers: become a Xero partner: https://xeroamericas.partnerlinks.io/79afz10exu7d
- Alyssa Lang’s Kickoff With Asana: https://serenashoup.krtra.com/t/41Ux6YmOFQYf
- QuickBooks Online: https://www.referquickbooks.com/s/Serena4
- Relay Bank: https://relayfi.com?referralcode=ShoupCPA
- Gusto Payroll: https://gusto.com:/partners/i/serena591
- Dubsado: https://www.dubsado.com/?c=shoupcpa
- Canva: https://www.canva.com/join/relish-scale-floristic
- Clockify: https://clockify.me/?fpr=qyebl2
- Google Workspace: https://referworkspace.app.goo.gl/Xo4G
- Kajabi: https://app.kajabi.com/r/SLFEMUL4/t/uiptq7nu
- Double (Formerly known as Keeper): https://keeper.app/?via=serena
- OpenPhone: https://openph.one/referral/XA0kFFR
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Subscribe to stay in the know about Black Friday:
ambitiousbookkeeper.com/subscribe
Black Friday Sale happens November 28 - Dec 2
Get access to the Dubsado Decoded Private Podcast Series here>>
Send us a text
Welcome to this special workshop series that will only be up for a LIMITED TIME (Till December 1st) where we're diving deep into what it really takes to start and run a virtual bookkeeping business.
In this first session, we talked about imposter syndrome, limiting beliefs that hold us back, and the big scary topics everyone's whispering about: AI and market saturation.
In this episode you’ll hear:
- The truth about AI and your bookkeeping career
- Why market saturation is a myth
- The difference between bookkeeping and accounting
- How to flip the script on your limiting beliefs
Resources mentioned in this episode:
- Get the Templates & Workbook for $27: https://www.ambitiousbookkeeper.com/offers/VhYZ8Efs
- Start your free trial of Xero: https://xero5440.partnerlinks.io/xirpf8p1xkoz
- Accountants & Bookkeepers: become a Xero partner: https://xeroamericas.partnerlinks.io/79afz10exu7d
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Subscribe to stay in the know about Black Friday:
ambitiousbookkeeper.com/subscribe
Black Friday Sale happens November 28 - Dec 2
Get access to the Dubsado Decoded Private Podcast Series here>>
Send us a text
some links are affiliate links
In this episode, I'm walking you through one of my absolute favorite tools for keeping your business audit-proof: Hubdoc. I'll show you exactly how we use it at Of Course Financial to help our clients manage their supporting business documents digitally, save hundreds of hours every year, and stay compliant with IRS requirements. Plus, I've got some exciting announcements about upcoming Xero tutorials, the Bookkeeping Biz Workshops re-airing, and our Black Friday sale!
In this episode you’ll hear:
- How Hubdoc automatically organizes receipts, invoices, and statements by vendor
- Step-by-step process for uploading, reviewing, and categorizing documents in Hubdoc before pushing them to Xero or QuickBooks
- Pro tips on avoiding duplicate entries and keeping your books clean while building an audit-proof paper trail
Resources mentioned in this episode:
- https://www.irs.gov/businesses/small-businesses-self-employed/what-kind-of-records-should-i-keep
For experienced bookkeepers & accountants:
Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>
Grab my FREE Start your Bookkeeping Biz Checklist >>
Grab my FREE New Client Onboarding Templates >>
For new bookkeepers:
Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** >>
For creators:
Become a client at my firm, Of Course Financial >>
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
- Visit my website: ambitiousbookkeeper.com
- Subscribe to my Newsletter ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript**
- Buzzsprout**
AFFILIATE DISCLAIMER
We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.
Get access to the Dubsado Decoded Private Podcast Series here>>
Send us a text
Hey guys! This month's live Q&A was packed with real talk about the nitty-gritty of running a bookkeeping business. We covered everything from pricing cleanups (spoiler: diagnostics are your best friend) to getting cyber insurance (yes, it's non-negotiable), and I even got vulnerable about my experience juggling babies and business. If you've ever wondered how to market to trades, what reports clients actually need, or how to take maternity leave as a business owner, this episode is for you!
In this episode you’ll hear:
- How to price cleanups without Getting Burned
- Marketing Strategies that Actually Work for Your Niche
- Cyber Insurance
- Maternity Leave and Business
Resources mentioned in this episode:
- Jock Wols - featured on Ambitious Bookkeeper Podcast for cyber insurance discussion: https://youtu.be/QmXfN_PaKWE
- Karrisa Martino - Health Insurance Specialist: ambitiousbookkeeper.com/blog/121
- Elevate: https://www.ambitiousbookkeeper.com/elevate
- Confident Compliance Bundle: https://www.ambitiousbookkeeper.com/offers/tgPgMBJ7
- Mini Course Bundle: https://www.ambitiousbookkeeper.com/offers/vYYfsxH9
- Akadian: https://fastandeasyqbo.samcart.com/referral/ihiA1kYR/8Duca0gOuAg8wpjF
- Email List - Sign up at: https://www.ambitiousbookkeeper.com/subscribe
- Keeper: https://keeper.app/?via=serena
- Canva: https://www.canva.com/join/relish-scale-floristic
- Upcounsel: https://www.upcounsel.com/rf/8dCYxoOU
- Housecall Pro: https://link.hscll.com/3i3yr
- Lady Pros Facebook Group
- Alignable
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC:
Join the next free training >
Get access to the Dubsado Decoded Private Podcast Series here>>
Send us a text
some links are affiliate links
Want to see my weekly timesheets? Follow me on Threads: https://www.threads.net/@ambitiousbookkeeper
No one talks enough about the amount of time that goes into an online course business. So I’m talking about it today.
In this episode you’ll hear:
- My profit margins for both my firm & my online course business
- the time I spend during launches & fulfillment
- how much time I spent in August 2025 on both businesses
Resources mentioned in this episode:
- Clockify → timetracking
For experienced bookkeepers & accountants:
Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>
Grab my FREE Start your Bookkeeping Biz Checklist >>
Grab my FREE New Client Onboarding Templates >>
For new bookkeepers:
Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** >>
For creators:
Become a client at my firm, Of Course Financial >>
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
- Visit my website: ambitiousbookkeeper.com
- Subscribe to my Newsletter ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript**
- Buzzsprout**
AFFILIATE DISCLAIMER
We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.
Get access to the Dubsado Decoded Private Podcast Series here>>
Send us a text
Cyber scams targeting bookkeepers are getting more sophisticated, and I'm sitting down with insurance expert Jock Wols to talk about what's happening in our industry right now. I even share my own recent experience being targeted through the Gusto partner directory—twice in one day! If you think it won't happen to you, think again. This conversation is packed with real stories, practical tips, and the insurance knowledge you need to protect your business in 2025.
In this episode you’ll hear:
- The most common scams hitting bookkeepers right now, including phishing attacks through trusted directories like Gusto and QuickBooks
- My personal story of almost falling victim to a payroll scam (and how one of those fake "clients" actually got to another bookkeeper)
- Why picking up the phone is your best defense against wire transfer fraud
- What cyber insurance actually covers (spoiler: not all policies are created equal) and the gaps you need to know about
Resources mentioned in this episode:
- Episode with Jock on Insurance Basics
- Behind the Scenes Newsletter (Past Volumes) >
watch the video version on YouTube >>
Meet Jock Wols
Jock is the Founder and CEO of RiskDesk, an insurance broker and technology company based out of Lexington, Kentucky. In partnership with Nationwide, he established the PT Pro platform (https://www.ptprocover.com) to serve small business’ insurance needs. He has almost 20 years of experience to help professionals manage their risk by delivering market-leading E&O / Professional Liability and Cyber Liability insurance solutions. Before he established RiskDesk in 2017, Jock managed the professional liability portfolio at XL Catlin and was based in London, New York and Lexington. He graduated from Washington & Lee University with a BSc in 2004 and obtained his MBA from New York University in 2013.
Connect with Jock
Reach out directly to Jock at jock.wols@myriskdesk.com or (859) 327-5594.
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeep
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this episode, I sat down with Margie Remmers-Davis, founder and CEO of Akadian Accounting Education, to talk about what it really takes to learn QuickBooks Online. If you've ever felt like the ProAdvisor certification didn't actually prepare you to do bookkeeping work, this conversation is for you. Margie shares her incredible journey from stay-at-home mom to bookkeeping educator, and we dive deep into how she's revolutionizing the way people learn QBO and bookkeeping.
In this episode you’ll hear:
- How Margie went from a devastating divorce to building a thriving education company that's changing how bookkeepers learn
- The truth about the QBO ProAdvisor certification
- How AI is going to change bookkeeping jobs and what you need to know right now to protect your career and stay relevant
Resources mentioned in this episode:
- Acadian Accounting Education: https://www.akadian.com
- "Everything Doc" Guide :https://www.akadian.com/everything
- QBO Gym Locker Room: https://www.akadian.com/lockerroom
- Books Match: https://www.booksmatch.us
Meet Margie
Pressure is the only way to form diamonds. Margie Remmers-Davis, known as the Aha Queen of Accounting Education, is transforming what many consider a dry, boring subject into something practical, hands-on, engaging, and fun! After an unexpected divorce forced her to start over, she uncovered major gaps in accounting education while rebuilding her career through bookkeeping. Drawing on her background in software training, she founded Akadian Accounting Education, which has since empowered over 20,000 bookkeepers with the confidence, clarity, and skills to thrive. In recognition of its rapid growth and impact, Akadian was named to the prestigious Inc. 5000 list of America’s fastest-growing companies.
Connect with Margie
👥 Linkedin: https://www.linkedin.com/in/margie-remmers/
📺 YouTube: https://www.youtube.com/@akadianeducation
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambiti
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
Hey there! In this episode, I'm breaking down exactly what you actually need to start your bookkeeping business - no fluff, just the tactical stuff that matters. As someone who accidentally started my bookkeeping business as a side hustle to motherhood and now mentors other bookkeepers, I'm sharing the five non-negotiables that will set you up for success from day one.
In this episode you’ll hear:
- The complete education and experience foundation you need
- All the paperwork and compliance stuff nobody talks about
- How to actually get paid
- The exact documents you need to ask every client for during onboarding
- My honest take on pricing
Resources mentioned in this episode:
- Become a Bookkeeper
- Akadian Accounting Education
- Relay Bank
- Xero
- Pricing for Profit
- All Minicourses → Store
For experienced bookkeepers & accountants:
Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>
Grab my FREE Start your Bookkeeping Biz Checklist >>
Grab my FREE New Client Onboarding Templates >>
For new bookkeepers:
Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper >>
For online course creators:
Become a client at my firm, Of Course Financial >>
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
AFFILIATE DISCLAIMER
We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.
Get access to the Dubsado Decoded Private Podcast Series here>>
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this episode, I'm sharing my personal journey through toxic mold exposure and the health challenges that nearly broke me as a mom and business owner. I'm joined by my nutritionist Dariella Gonitzke, who I met at BBD Live when I was at my lowest point. We dive deep into how stress, environmental factors, and hormonal changes can completely derail your health - and what you can actually do about it.
In this episode you’ll hear:
- How I went from a healthy mom to barely functioning due to toxic mold exposure
- Why traditional medicine often misses the mark with exhausted women
- The connection between stress, mineral depletion, and why you might be craving salt all the time
- Practical strategies for supporting your body through midlife changes
Resources mentioned in this episode:
- Wellness audit - https://saravitanutrition.thrivecart.com/the-midlife-wellness-audit/
- YouTube Channel: https://www.youtube.com/@SaravitaNutrition
- Website: https://saravitanutrition.com/
Meet Dariella
Dariella Gonitzke is a registered dietitian and functional medicine practitioner dedicated to helping women overcome persistent health issues—like hormonal imbalances, digestive troubles, and stubborn weight gain—through personalized, holistic care. Drawing on her own healing journey with hormonal imbalances and migraines, she offers science-backed nutrition plans, advanced lab testing, and lifestyle support to uncover the root causes of symptoms and restore vitality. With a compassionate, “test‑not‑guess” approach, Dariella guides clients toward sustainable transformation—so they can feel energized, balanced, and fully themselves again
Connect with Dariella
📱 Instagram: https://www.instagram.com/nutrition.for.perimenopause/
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
Is it time to move your clients to Xero? Let’s talk about some considerations, before you embark on this path
In this episode you’ll hear:
- how to know if it’s time to leave QBO
- steps to take to migrate your clients
- resources and benefits of being a Xero Partner
Resources mentioned in this episode:
- Sign up for the Xero Partner Program: https://xeroamericas.partnerlinks.io/79afz10exu7d (affiliate link)
- Why we’re a Xero Firm Episode 19: https://www.buzzsprout.com/1774460/9399655
- Jetconvert - https://jetconvert.com/usa-pricing/
—For experienced bookkeepers & accountants—
Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>
Grab my FREE Start your Bookkeeping Biz Checklist >>
Grab my FREE New Client Onboarding Templates >>
—For new bookkeepers—
Learn the fundamental accounting skills with Xero in Katie Ferro's Become a Bookkeeper >>
—For online course creators—
Become a client at my firm, Of Course Financial >>
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
AFFILIATE DISCLAIMER
We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links on our blog. However, our recommendations are based on our own research and expertise, and your trust is our priority.
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
Hey ambitious bookkeepers! In this week's audio-only episode, I'm getting real about a bold statement: entrepreneurship isn't hard. I know, I know - you're probably thinking I've lost it, right? But hear me out. This episode dives into how our mindset and the people we surround ourselves with can completely shift our experience as business owners.
In this episode you’ll hear:
- Why it matters who you hang around
- The issues with "venting" sessions with other business owners
- The positive, abundant community we've built here and how you can find (or create) the same energy in your circle
Resources mentioned in this episode:
- Behind The Scenes Newsletter
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Send us a text
Today I'm re-airing one of my favorite spotlight episodes featuring two incredible BBA students - Erin and Misa. These ladies built thriving bookkeeping businesses from absolutely nothing, and I'm sharing their real, raw stories plus giving you an update on where they are now (spoiler alert: they're both crushing it!). If you've been wondering whether you can actually make this work while juggling life, work, and family, this episode is going to give you all the inspiration you need.
In this episode you’ll hear:
- Erin's journey from corporate burnout to 11 clients in 6 months
- Misa's strategic approach to building her business
- Real talk about overcoming limiting beliefs and handling rejection
- The power of community and external accountability
Resources mentioned in this episode:
- Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/vip
- Asana, QBO, UpWork
- Gretchen Rubin, Human Design, Cloud Accounting Podcast
Meet Erin
As Founder of UpKeeping® and a proud student in The Ambitious Bookkeeper community, Erin is changing the old & boring stereotypes of the accounting industry. Erin and her team support new entrepreneurs and already-established small business owners by being their #1 financial cheerleader/concierge/communicator.
Connect with Erin
👥 Linkedin: https://www.linkedin.com/in/erinpohan/
Meet Misa
As the founder and CEO of Perfectly Kept Books®, she is on a mission to help women get comfortable with their numbers so they can feel empowered to make better business decisions. Misa knows that bookkeeping can be a real barrier to success, and she is passionate about removing that barrier by making bookkeeping easy and stress-free.
Connect with Misa
🌐 Website: www.perfectlykeptbooks.com
📱 Instagram: @perfectlykeptbooks
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
Hey everyone! This month's live Q&A was packed with so many golden nuggets for your bookkeeping business. We covered everything from client management to getting started with confidence - basically all the real stuff you're dealing with day-to-day.
In this episode you’ll hear:
- Getting Clients in Niche Markets
- Handling Unresponsive Clients
- Recording Startup Expenses
- Bookkeeping Practice Tests
- Using Airtable, Asana, and Dubsado
- Client Management and Team Structure
- Migrating New Clients to Xero from QBO
- Connecting Credit Unions to Xero
- And More!
Resources mentioned in this episode:
- Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/vip
- Bookkeeping Biz Workshops: http://bkworkshops.online/
- One-on-one mentoring sessions: https://www.ambitiousbookkeeper.com/contact
- Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d
- Dubsado: https://www.dubsado.com/?c=shoupcpa
- Open Phone: https://openph.one/referral/XA0kFFR
- Excel, Asana, Airtable, QBO, Jet Convert
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
Hey ambitious bookkeepers! In this episode, I'm getting real about my "accidental" start in accounting and why NOW is always the best time to start your bookkeeping business. I'm sharing my journey from elementary education major to single mom working at a health food co-op, all the way to building my own virtual bookkeeping firm while raising kids. Spoiler alert: success doesn't require a perfect plan!
In this episode you’ll hear:
- How I got into accounting
- The exact steps I took to transition from corporate controller to freelance bookkeeper
- Lessons I learned the hard way so you don’t have to
- and much more!
Resources mentioned in this episode:
- The Bookkeeping Business Accelerator
- 🎙️ Should you get your CPA license? - Not sure if getting your CPA license is the right step for you? Listen to this episode!
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this episode, I'm sharing one of my most game-changing strategies - my Sunday evening planning ritual. If you're feeling overwhelmed juggling kids, home life, and building your business, this 15-20 minute weekly practice will help you take back control of your time and align your week with what truly matters.
In this episode you’ll hear:
- How to implement a Sunday planning ritual
- The exact tools I use
- How I organize my entire week in under 20 minutes
- My secret methodology for finding 20 extra hours in your week when you're building a side hustle while working full-time
Resources mentioned in this episode:
- Passion Planner Sample Pages
- Passion Planner (affiliate link)
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this episode, I had an incredibly insightful conversation with Robin J. Emdon, author of "GetResultsology - The Science of Getting Stuff Done" and a productivity coach who specializes in helping people overcome procrastination. In this conversation Robin dives deep into the psychology behind why we procrastinate and provides concrete strategies to break free from it.
In this episode you’ll hear:
- The neuroscience behind procrastination
- The three neurotransmitters you need to get into your groove
- Why external accountability is crucial
- Strategies for tackling boring work that still needs to get done
Resources mentioned in this episode:
- "GetResultsology - The Science of Getting Stuff Done" - Free PDF download at reallyusefultips.com
- Five Day Productivity Challenge - Free 5-day video series (10 minutes/day) at skyrocketyourproductivitychallenge.com
Meet Robin
Robin J. Emdon is an accountability coach and creator of the GetResultsology® System. His journey started in his family’s retail business, but he soon realised his true passion was empowering others. In 2001, he trained as a life coach in the U.S., which led him to specialise in accountability coaching.
During the 2020 pandemic, Robin faced his own challenge with procrastination despite years of coaching experience. Determined to find a solution, he developed the GetResultsology® System to help others and himself.
Based in South Devon, England, Robin helps clients all over the world boost their income and profits by achieving extraordinary results through accountability coaching. In his spare time, he enjoys sharing his passion for local history.
Connect with Robin
🌐 Main Website: getresultsology.com
💼 Linkedin: https://www.linkedin.com/in/robinjemdon/
📱 Instagram: @robinjemdon https://www.instagram.com/robinjemdon/
🎙️ Goalbusters Podcast: https://getresultsology.com/podcast/
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambi
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this episode, Serena sits with Grace Costa, founder of Social Mixed Media and the Social Accountant, to dive deep into what's working in social media marketing right now. Grace shares her journey from accountant to marketing agency owner and gives us the real scoop on how AI is changing the game for bookkeepers and accountants trying to land clients online.
In this episode you’ll hear:
- 4 core organic marketing strategies for bookkeepers and accountants in 2025
- How AI and Google's new search features affect visibility
- Why DM outreach doesn't have to feel spammy
- Real talk about using templates vs. creating everything from scratch
Resources mentioned in this episode:
- Metricool - Social media scheduler recommended by Grace (posts to Facebook, Instagram, LinkedIn, and Google Business Profile)
- Loomly - Serena's preferred social media scheduler
- ManyChat - Automation tool for DM sequences and lead magnets
- Canva - For customizing social media templates
- ChatGPT - For client research and personalized sales calls
Meet Grace
Grace Costa is the founder of Social Mixt Media, a marketing agency that helps businesses grow through digital marketing strategies and automation. She's also the founder of Social Accountant, a membership that delivers done-for-you marketing content each month, exclusively for bookkeepers and accountants.
Connect with Grace
👥 Facebook: Social Accountant
📱 Instagram: @socialaccountantmedia
👩💼 LinkedIn: Social Accountant
💼 Social Accountant Membership: https://socialmixtmedia.com/accountant
🌐 Social Mixt Media: 2 weeks of social media templates: https://socialmixmedia.kit.com/dcfcb22051
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC:
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
Hey everyone! This month's live Q&A was packed with so many good questions from the community. We covered everything from client communication systems to accrual accounting transitions, and I even got to address some pricing questions that I know so many of you struggle with.
In this episode you’ll hear:
- Client request systems and processes
- Xero migrations and software recommendations
- Accrual accounting deep dive
- Pricing strategies and business growth
Resources mentioned in this episode:
- Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d
- Jet Convert: https://jetconvert.com/
- Hubdoc: https://www.hubdoc.com/
- Kajabi: https://app.kajabi.com/r/SLFEMUL4/t/uiptq7nu
- Gusto: https://gusto.com:/partners/i/serena591
- TaxJar: https://www.taxjar.com/
- Keeper: https://keeper.app/?via=serena
- Content Snare: https://contentsnare.com/#_r_serena58
- Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bba
- Elevate: https://www.ambitiousbookkeeper.com/elevate
- Pricing for Profit: https://www.ambitiousbookkeeper.com/store
- Bookkeeping Biz Workshops: bkworkshops.online
- Ambitious Bookkeeper Facebook Group: https://www.facebook.com/groups/ambitiousbookkeeper
- Alyssa Lang/Workflow Queen: https://www.workflowqueen.com
- Katie Ferro's Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv
- Bookkeeper Launch: https://sk293.isrefer.com/go/BLFS/SS64/
- Akadian: https://fastandeasyqbo.samcart.com/referral/ihiA1kYR/8Duca0gOuAg8wpjF
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook:
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
Join Serena and Alyssa Lang, the Workflow Queen, as they dive deep into the results of the first-ever State of Virtual Bookkeeping and Accounting Industry Report! We collected over 200 responses from bookkeepers and accounting firm owners like you, and the data is honestly eye-opening. This isn't your typical corporate survey - this is BY us, FOR us small firm owners.
In this episode you’ll hear:
- The advisory services reality check - Why 41% of you are probably already doing advisory work but not charging for it
- The referral marketing machine breakdown - Since 41% of you rely on word-of-mouth referrals, we're sharing specific strategies to systematize and amplify your referral game
- Team structure insights - Why so many are working full-time but haven't built a team yet
- Client capacity breakdown - 26% are serving 20+ clients, and we're breaking down how that's even possible
- Industry positioning trends - What people are calling themselves and their businesses
Resources mentioned in this episode:
- ambitiousbookkeeper.com/results
Connect with Alyssa:
🌐 Website: workflowqueen.com
📱 IG: @workflowqueen
🎙️ Podcast: Conquering Workflows & Systems with the Workflow Queen
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
This bonus episode features the live recording from Wave Seattle, where I joined forces with Alyssa Lang (the Workflow Queen) and event host Erin Pohan for an authentic conversation about business, friendship, and finding your people in the accounting industry. We shared our "biz bestie" origin story, talked about navigating personal setbacks as business leaders, and answered real questions from the audience about everything from hiring to burnout.
In this episode you’ll hear:
- How a mistakenly booked hotel room with one king bed instead of two queens led to the friendship that changed both our businesses
- Honest discussion about mental health, taking breaks, and why it's okay to pause when life gets overwhelming
- Concrete tips for networking, building authentic relationships, and creating your own "board of directors" for different areas of life
- Live answers to questions about hiring, social media strategy, competition vs. collaboration, and pushing through burnout
Resources mentioned in this episode:
- Ambitious Bookkeeper Facebook Community: https://www.facebook.com/groups/ambitiousbookkeeper/
- Asana, QBO, Xero, Marco Polo, ChatGPT
- Xero Con, Bridging the Gap
- Human Design
Connect with Erin
🌐 Website: https://www.upkeeping.co/
📱 IG: @upkeeping.co
🌊 WAVE Conference: @wave.seattle
Connect with Alyssa:
🌐 Website: workflowqueen.com
📱 IG: @workflowqueen
🎙️ Podcast: Conquering Workflows & Systems with the Workflow Queen
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Interview Editing → Akiha Marketing: https://www.akihamarketing.com/
- Editing → Sabr Media LLC:
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this episode, I had the incredible opportunity to sit down with Adrian Lopez, a former IRS revenue agent turned CPA, who just left the IRS last month to start his own practice. Adrian pulls back the curtain on what really happens during IRS audits and shares insider secrets that every bookkeeper and business owner needs to know.
In this episode you’ll hear:
- The real audit triggers that most people don't know about (hint: it's not filing extensions!)
- Why construction contractors and real estate investors are being targeted more frequently
- How the IRS uses algorithms and financial status analysis to select audit candidates
- What documentation and systems keep businesses safe from IRS scrutiny
- The steps that practically guarantee a "no change" audit
Meet Adrian Lopez
Adrian Lopez is a Certified Public Accountant (CPA) and a former IRS Revenue Agent.
During his tenure with the IRS, he audited a wide range of self-employed individuals and small business owners, including dentists, doctors, construction contractors, restauranteurs, manufacturers, wholesalers, tax preparers, real estate professionals, landlords, money managers, and farmers.
Now, Adrian is launching his own tax and accounting practice, dedicated to serving individuals, families, and small businesses.
He offers a comprehensive suite of services, including individual and business income tax preparation, audit representation, advisory and consulting services, tax planning, and bookkeeping.
Connect with Adrian Lopez
Linkedin: https://www.linkedin.com/in/adrianl1996/
Website: https://www.anlcpa.com/
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this episode, I'm tackling a listener question about document retention in our digital age. You know how we used to worry about keeping physical files for 3, 5, or 7 years? Well, now that everything's digital and stored in the cloud, does that change our retention strategy? Spoiler alert: it's way more complex than I initially thought! I'm breaking down both IRS guidelines for small businesses AND AICPA guidelines for accounting firms, plus sharing exactly what we do in our own firm.
What You'll Learn:
- The difference between IRS requirements for small businesses vs. AICPA guidelines for accounting firms
- How to create your own document retention policy (and why every firm owner needs one)
- The logistics of offboarding clients while protecting yourself legally
- What documents you should NEVER delete and what you can purge after 7-10 years
Resources mentioned:
- Ask YOUR Questions at: http://speakpipe.com/ambitiousbookkeeper
- IRS Publication 583 and 552
- AICPA Guidelines
- IRS.gov
- Dropbox, OneDrive, Google Workspace, Google Drive
- Canopy, Content Snare
For experienced bookkeepers & accountants:
- Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator®: https://www.ambitiousbookkeeper.com/bba
- Grab my FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist
- Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard
For new bookkeepers:
- Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv
For online businesses:
- Become a client at my firm, Of Course Financial: https://www.ofcoursebookkeeping.com/contact
Connect with us:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this episode, I'm answering an audience question about whether the nonprofit sector is a viable niche for a new bookkeeping firm. I dive deep into the pros and cons of specializing in nonprofits and share actionable strategies for making this niche work.
What You Can Expect to Hear
- How to overcome the common challenge of nonprofits expecting discounted pricing through value-based pricing strategies
- Specific scalability tactics including productizing services, choosing specialized software, and building efficient processes
- Networking strategies and the sweet spot for targeting mid-size nonprofits that have budget but haven't internalized their accounting function
For experienced bookkeepers & accountants:
- Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator®: https://www.ambitiousbookkeeper.com/bba
- Grab my FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist
- Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard
For new bookkeepers:
- Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv
For online businesses:
- Become a client at my firm, Of Course Financial: https://www.ofcoursebookkeeping.com/contact
Connect with us:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this eye-opening episode, Serena sits down with Meenadchi, an ancestral healing practitioner, to explore how intergenerational trauma impacts our relationship with money. This isn't your typical business conversation - we're diving deep into the personal stuff that affects how you run your business and serve your clients … and get a little woo!
In this episode you’ll hear:
- How trauma from your ancestors (even great-grandparents) lives in your body and affects your money decisions today
- Why your "difficult" clients might not be responding because of their own money trauma - and how understanding this changes everything
- The surprising science behind why we existed in our grandmother's bellies and what that means for inherited patterns
- Practical exercises you can do right now to start healing your relationship with money, including writing a letter TO money
Resources mentioned in this episode:
- Free money magic meditation: https://meenadchi.myflodesk.com/moneymagic
- Trauma of Money™: https://www.thetraumaofmoney.com/
- Creme de la Creme Networking Group: https://cremedelacreme.coachesandcompany.com/
Meet Meenadchi
Meenadchi (she/her) is an ancestral healing practitioner, TEDx speaker, and communications expert whose work centers social change and embodied transformation. Using the modality of Family Constellation Therapy, Meenadchi supports socially-conscious changemakers and entrepreneurs heal inherited and ancestral money trauma, so that we can be paid well for our work and so that we can pour funds into our communities from a state of overflow instead of self-sacrifice. Meenadchi holds a clinical license in occupational therapy and has historically served communities impacted by gender-based violence, complex trauma, and serious mental illness. She is the author of Decolonizing Non-Violent Communication (2019) and is a faculty member with the Trauma of Money™.
Connect with Meenadchi
Website: http://meenadchi.com/
Linkedin: https://www.linkedin.com/in/meenadchi/
Instagram: https://www.instagram.com/with.meenadchi/
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenash
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this May Q&A episode, Serena dives deep into the practical side of building a bookkeeping business, covering everything from software partnerships and pricing strategies to finding your niche and standing out from the competition. She shares real-world advice on working with Xero and Gusto, addresses common struggles with client onboarding, and provides actionable tips for bookkeepers at every stage of their journey.
In this episode you’ll hear:
- How to handle software costs and partnerships with Xero and Gusto
- Strategies to differentiate yourself in a crowded bookkeeping market
- The real talk on choosing your niche and why you shouldn't let others talk you out of what you love
- Game-changing client onboarding tactics that eliminate problem clients from day one
Resources mentioned in this episode:
- Xero, Gusto, QBO, Hubdoc, Jet Convert, Dubsado, Relay Bank, Squarespace, Kajabi, Bluehost & Hover
- Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bba
- BBA VIP upgrade option
- Squarespace for Bookkeepers program by Tia: https://www.riledupgoats.com/ssfb
- Bookkeeping Biz Workshops (coming August, evenings, 3 days)
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
It’s the 200th episode of The Ambitious Bookkeeper Podcast and Serena pulls back the curtain on her bookkeeping firm's 2024 performance, sharing both the wins and challenges. She gets real about client churn, revenue growth, personal struggles with mold toxicity, and the hard lessons learned about communicating with clients who aren't taking crucial financial advice.
In this episode you’ll hear:
- Client management reality check - How one client's bankruptcy and fraud issues led to major communication style changes
- Personal health struggles - Living in toxic mold for 2 years and how it affected business decisions and energy levels
- 2025 strategy shifts - Moving away from high-ticket CFO services toward team-handled base packages for better work-life balance
Resources mentioned in this episode:
- Episode 175 | Threads: Is it Worth it? https://youtu.be/Ola7HlpRy2U
- Elevate: https://www.ambitiousbookkeeper.com/elevate
- Elevate Mastermind (only for program graduates)
- Dubsado Decoded (with Kendra Courtney): https://kendracourtney.com/dubsado-decoded/
- AI Unlocked Summit registration: https://ambitiousbookkeeper--gemmabonhamcarter.thrivecart.com/ai-unlocked/619bde31ff59d/
- Bookkeeping Biz Workshops (launching August 2025)
- Xero, QBO, Hubdoc, ChatGPT, Asana, Airtable, TaxJar, A2X, Dubsado
- Business by Design (James Wedmore's program): https://www.jameswedmoretraining.com/
- Xero Con, Podcasting Moms Conference, BBD Live, Wave Seattle
- Prescott Area Young Professionals
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buz
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
This episode comes from April’s Live Q&A session, where Serena answered various questions from bookkeepers about pricing strategies, software recommendations, financial statement presentation, and business growth challenges.
In this episode you’ll hear:
- Learn how to confidently set your prices for bookkeeping setups and avoid undercharging
- Discover effective ways to present financial statements that truly benefit your clients
- Find out how to balance multiple professional identities on LinkedIn
- Get strategies for taking a break from your bookkeeping business without losing clients
Resources mentioned in this episode:
- Podcast episode: "177 | Crafting Deliverables That Matter" https://youtu.be/sb_9SYI82h0
- The Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba
- Elevate program: https://www.ambitiousbookkeeper.com/elevate
- Email subscription: https://www.ambitiousbookkeeper.com/subscribe
- Payment processors: Stripe, PayPal, GoCardless, Pluto
- Workflow Queen (Alyssa Lang): https://www.workflowqueen.com
- Accounting software: Xero, QuickBooks, Wave
- Payroll: Gusto
- Client management: Dubsado
- Spotify playlists for The Ambitious Bookkeeper Podcast
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this episode of the Ambitious Bookkeeper Podcast, Serena chats with Maggie Lord, a powerhouse entrepreneur who sold her media company to David's Bridal and now helps female founders do the same. Maggie shares her journey from starting a wedding blog in 2008 to selling her company 12 years later, and reveals insider knowledge about business valuations, exit strategies, and how bookkeepers play a crucial role in preparing businesses for sale.
In this episode you’ll hear:
- Why Maggie is passionate about helping female founders prepare their businesses for acquisition
- The three common scenarios when founders seek M&A help
- How bookkeepers play a key role in successful M&A transactions
- Beyond-the-numbers valuation factors that founders often overlook
Resources mentioned in this episode:
- The Whisper Group: https://www.wearethewhispergroup.com/
Meet Maggie
Maggie Lord was an early pioneer in the online digital wedding media space establishing her media company, Rustic Wedding Chic in 2008. As the founder + CEO of Rustic Wedding Chic, Maggie led the company for 12 years before it was acquired by David’s Bridal in 2020. Maggie is also the author of 6 books. Today, Maggie has become a sought-after strategic advisor to female founded brands allowing her to focus on sharing her knowledge and expertise with other like minded entrepreneurs, startups and small businesses. Maggie and her businesses have been featured in Forbes, The New York Times, Business Insider, Success Magazine and much more. Maggie is a partner at The Whisper Group, working daily with female founders to help them sell their companies and close the exit gap.
Connect with Maggie
📱 IG: https://www.instagram.com/maggielordandcompany/
🌐 Website: https://maggielord.com/
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript:
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
Are you dreaming of starting your own bookkeeping business but feeling overwhelmed by all the decisions you need to make? You're not alone. As someone who's built a successful bookkeeping practice from scratch, I know firsthand that figuring out what services to offer, how to price them, where to find clients, and what technology you need can feel like navigating a maze.
In this episode you’ll hear:
- Advice on determining pricing strategies for bookkeeping services
- Practical methods for finding clients
- Recommendations for essential tech tools for new bookkeepers
- What bookkeeping services are most in-demand and how to decide which ones to offer
Resources mentioned in this episode:
- Ambitious Bookkeeper Free Training: http://www.ambitiousbookkeeper.com/training
- Mini Courses: http://www.ambitiousbookkeeper.com/store
- Pricing for Profit
- Bookkeeping Client Closer
- Bookkeeping Business Accelerator: http://www.ambitiousbookkeeper.com/bba
- Software tools mentioned:
- QuickBooks
- Xero
- Shopify
- TaxJar
- A2X
- Hubdoc
- Calendly
- Google Suite/Workspace
- Zoom
- Loom
- Asana
- Canva
- Dubsado
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this powerful episode of The Ambitious Bookkeeper Podcast, Serena Shoup chats with Cletus Coffey, former pro athlete, single dad, and founder of Torch Training. Cletus shares his remarkable journey from professional sports to entrepreneurial failures to finding his authentic purpose through personal transformation.
In this episode you’ll hear:
- Cletus's journey from pro athlete to struggling entrepreneur to finding true alignment
- Practical frameworks for balancing ambition, family, and personal growth
- How to break free from achievement addiction and redefine success beyond the "scoreboard"
- The importance of mastering your mornings and creating structure that prioritizes self-care
Resources mentioned in this episode:
- Cletus Coffey's website: CletusCoffey.com
- Be The Torch Podcast
- Morning Mastery Challenge - includes downloadable cheat sheet and video tutorial
- BBD Live with James Wedmore (event where Serena and Cletus met)
Meet Cletus Coffey
Cletus Coffey is a former professional and world champion athlete turned founder of Be The Torch Academy. After losing his first business and navigating the challenges of divorce and being a single dad, Cletus struggled silently through a long period of pain and darkness. Through an unwavering devotion to self-mastery, he unlocked a path to greater personal power, purpose and passion, which included helping men—specifically single fathers and entrepreneurs—master their lives and businesses. Combining self-mastery with business and personal development, Cletus helps single dads who own a business, master their true authentic self so that they can finally become a man capable of experiencing happiness, fulfillment and freedom in their business and life.
Connect with Cletus Coffey
https://www.linkedin.com/in/cletuscoffey/
https://www.linkedin.com/company/torchtraining/
@cletuscoffey
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this mini-episode, Serena shares her research on the Fair Tax Act and what it could mean for bookkeepers. She explains how this potential legislation would eliminate income tax and the IRS, replacing them with a national sales tax. Serena offers practical advice for bookkeepers to prepare for this potential shift and future-proof their businesses.
In this episode you’ll hear:
- A breakdown of what the Fair Tax Act actually means (goodbye income tax, hello 23-30% national sales tax!)
- How bookkeeping services would evolve rather than disappear in this new tax landscape
- Three actionable steps to prepare your bookkeeping business for this potential change
- Why this shift could actually be an opportunity for ambitious bookkeepers to expand their services
Resources mentioned in this episode:
- Sales Tax Workshop: ambitiousbookkeeper.com/salestax
- Elevate Program: ambitiousbookkeeper.com/elevate
- The Accounting Podcast (formerly Cloud Accounting Podcast)
- Avalara
- Tax Jar
- QBO
- Xero
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
Running a bookkeeping or accounting firm means juggling multiple clients, deadlines, and deliverables - often leading to that feeling of "I'm drowning in work!" As someone who's built a successful practice while working 20 hours or less per week, I've discovered that how you organize and manage your workflow makes all the difference between constant overwhelm and smooth operations.
Whether you're flying solo or leading a small team, these three actionable strategies will help you streamline your processes, reduce stress, and scale your firm without the burnout.
In this episode you’ll hear:
- Three actionable strategies to centralize your workflows and processes in one place
- How to implement a standardized file naming system that saves you hours of searching
- Tips for designing your week with focus blocks to avoid context switching and burnout
- Real examples of how I apply these strategies in my own bookkeeping business
Resources mentioned in this episode:
- Clickup
- Asana
- Google Sheets
- Google Drive
- The Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
Serena dives deep into marketing strategies for bookkeepers and small business owners who are skeptical or overwhelmed by social media, sharing practical tips for building connections and growing your business.
What You’ll Learn:
- Marketing isn't just about social media: Discover a multi-pronged approach including offline networking, online presence, and website strategy
- Build your "circle of influence" by connecting with complementary professionals like insurance agents, bankers, and consultants
- How to start small and prioritize your marketing efforts without getting overwhelmed
- The power of delivering exceptional service as your best marketing tool
Resources mentioned:
- Upwork
- Kajabi
- Squarespace
- Tia's "Squarespace for Bookkeepers" Program: https://www.riledupgoats.com/ssfb
For experienced bookkeepers & accountants:
- Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator®: https://www.ambitiousbookkeeper.com/bba
- Grab my FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist
- Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard
For new bookkeepers:
- Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv
For online course creators:
- Become a client at my firm, Of Course Financial: https://www.ofcoursebookkeeping.com/contact
Connect with us:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this episode I’m tackling a listener ‘struggle’: Imposter Syndrome.
This is also a MINI episode, which means you can view the video on YouTube! While you’re there, make sure to subscribe!
Resources mentioned in this episode:
- The Bookkeeping Biz Workshops
- My FREE Training
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In today's bite-sized episode, we're diving into the nitty-gritty of setting up TaxJar for eCommerce businesses. Whether you're a bookkeeper with some eCommerce clients or an online seller yourself, stick around. Serena's got some super helpful insights coming your way, complete with screen sharing over on YouTube if you're up for it.
Resources mentioned:
- TaxJar
- Avalara
- Shopify
- Square
- Learn more about sales tax in the sales tax workshop: http://ambitiousbookkeeper.com/salestax
For experienced bookkeepers & accountants:
- Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator®: https://www.ambitiousbookkeeper.com/bba
- Grab my FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist
- Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard
For new bookkeepers:
- Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv
For online course creators:
- Become a client at my firm, Of Course Financial: https://www.ofcoursebookkeeping.com/contact
Connect with us:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this episode, we're diving into a wonderful conversation between Serena Shoup and Megan Tobler. Megan shares her inspiring journey from corporate sales to building a vibrant business community for moms in entrepreneurship.
In this episode you’ll hear:
- The reality of juggling motherhood and building a business from the ground up.
- How Megan leveraged her natural talents from sales to start her own podcast, create a community, and ultimately leave the corporate world behind.
- Megan's new community initiative, Together, which focuses on supporting women like us in their entrepreneurial and life journeys.
- A sweet little bonus from Megan
Resources mentioned in this episode:
Sign up for the FREE community: www.selfstarther.com/together
FREE Positivity Playlist: https://selfstarther.mykajabi.com/positivity-playlist-info-landing-page
Meet Megan Tobler
Megan Tobler is the founder of Self StartHER, a vibrant community and podcast designed for women who are building businesses while balancing life at home. As someone who transformed her own journey into a thriving space for connection and growth, Megan has firsthand experience navigating the challenges of entrepreneurship and life. She’s passionate about empowering women to pursue their ambitions unapologetically, sharing relatable advice, actionable strategies, and real-life stories. Through Self StartHER, Megan has cultivated a space where women can find the tools, inspiration, and confidence to thrive in both business and life.
Connect with Megan Tobler
📎 Instagram: @selfstart.her
🌐 Website: www.selfstarther.com
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: http
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
Our MINI episodes are also YouTube videos - and may be better viewed on YouTube. Click here to watch! https://youtu.be/7zH54q8eR6I
In this episode you’ll hear me answer a listener submitted question about the opportunities available in accounting & bookkeeping and how to find the right one for you!
Resources mentioned in this episode:
- The Ultimate Guide to a Profitable Bookkeeping Business: https://ambitiousbookkeeper.com/training
- Leave your questions for me HERE: https://speakpipe.com/ambitiousbookkeeper
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this episode, Alyssa Lang, my biz bestie & The Workflow Queen dives into what it truly means to be a great leader, focusing on how to move beyond everyday tasks and really lead your firm.
She breaks down five key pillars of leadership that will help you build a scalable, profitable, and well-aligned business. Alyssa shares her personal journey, explaining how shifting your mindset, setting the right offers, creating smooth systems, building a strong company culture, and removing yourself from daily operations can transform your firm.
Tune in for heartfelt stories and actionable advice!
In this episode you’ll hear:
- 5 key pillars of leadership
- resources for becoming a better leader
- personal journey
Resources mentioned in this episode:
- Removable CEO Workshop *affiliate link
Connect with Alyssa:
- 🌐 Website: workflowqueen.com
- 📱 IG: @workflowqueen
- 🎙️ Podcast: Conquering Workflows & Systems with the Workflow Queen
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
Hey there, welcome back to The Ambitious Bookkeeper Podcast! Today, I'm chatting with Brian Greer from TaxConnex about all things sales tax. Whether you're a sales tax newbie or just looking for a way to outsource, we've got you covered. So grab your favorite drink, get comfy, and let's dive into making sales tax a bit less daunting.
In this episode you’ll hear:
- Meet Brian Greer
- Discover what "nexus" really means in sales tax
- Learn about the Wayfair decision
- Learn about TaxConnex
- If you've ever thought, "Ugh, sales tax is confusing," you're not alone! Brian breaks it down and makes it way less intimidating.
Resources mentioned in this episode:
- TaxConnex
- Shopify
- Avalara
- TaxJar
- Earmark
Meet GUEST
A graduate of Purdue University, the majority of Brian’s career has been in the sales tax industry. First, joining Tax Partners in 2001 initially managing their alliance channel consisting mainly of Big 4 Accounting Firms. He later led the sales and use tax sales team after the The Thomson Corporation (now known as Thomson Reuters) acquisition in 2005, growing the revenues to multi-million dollar levels. Brian joined TaxConnex™ as a partner in 2010 and currently as the Chief Strategy Officer is focused on partner development, rolling out new products and services, and supporting the sales and marketing teams.
Connect with GUEST
💼 LinkedIn: https://www.linkedin.com/in/brian-greer-55b7364/
🗞️ Blog: https://www.taxconnex.com/Blog-
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout:
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
Hey there! Welcome back to another episode of The Ambitious Bookkeeper Podcast. This week, join me as I dive into a treasure trove of archived Q&A content. We’re talking year-end tips, the ins and outs of e-commerce, using that CFO title wisely, and loads more. So grab your favorite drink, get comfy, and let's dive right in. Enjoy!
In this episode you’ll hear:
- Get the lowdown on stepping into the wild world of e-commerce bookkeeping and why it might not be the best first client without some confidence.
- Explore what titles like CFO or Controller really mean when offering advisory services and how to choose the one that suits you.
- Learn some insider tips on handling 1099 issues when vendors are playing hard to get with their W-9s.
- Dive into a candid conversation about those pesky VC demands and what to do when a client expects full-time employee attention.
- Discover the best scrappy and budget-friendly platforms to launch digital products without breaking the bank.
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:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this video I’m demonstrating how to adjust bank balances when you’re cleaning up a Xero bank reconciliation. We’ll cover:
- spend money transactions
- receive money transactions
- manually reconciling transactions
- conversion balances (adjusting the beginning balance)
Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba
Become a Bookkeeper using Xero: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)
Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist
Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard
Don’t want to manage your own books in Xero?
Become a Client: ofcoursebookkeeping.com/contact
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
We use OpenPhone instead of Google voice for 2FA codes and for client communication. I'll go over that in this video and show you our setup.
Here's how to work around needing to pay for multiple users as your team grows:
- Make sure you have a central email inbox setup (like help@yourdomain.com or support@yourdomain.com)
- Give your entire team access to this (we save the login info in 1Password)
- Use this to create your account on OpenPhone
- Have everyone download the Desktop and/or phone app and login with that central inbox
Tips:
⚡️ We have a Zap that enters the client contact info into OpenPhone when they sign with us
⏱️ Schedule text messages to clients for business hours
✅ Mark things done when actioned to get them out of the inbox
💸 Use THIS LINK to receive a $20 Credit when you sign up for OpenPhone!
Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba
Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)
Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist
Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard
Become a Client: ofcoursebookkeeping.com/contact
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this interview episode, we're diving into the world of micro reporting and weekly client updates with Shea Keats and Michelle Röse from Breakaway Advising. If you've ever been curious about adding a personal touch to your client advisory, this one's for you!
In this episode you’ll hear:
- what micro reporting is all about
- how the concept of joy and compassion can revolutionize client relationships and business success
- tips on picking the right clients and services to match your business model and achieve your dreamy work-life balance
Resources mentioned in this episode:
- Breakaway Advising
- LiveFlow
- 144 | Breakaway from the old Franchise model with Shea + Michelle
Meet Shea & Michelle
Shea Keats (CEO) and Michelle Röse (COO) are founders of Breakaway Bookkeeping + Advising, a company on a mission to bring joy to accounting for both the accountant and the client.
Connect with Shea & Michelle
🌐 Become an Advisor
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this interview episode, I chat with Ryan Lazanis from FutureFirm about growth strategies and pricing tips to help streamline your firm. Whether you're just getting started or looking to scale, Ryan shares some golden nuggets on navigating the world of accounting business with ease and purpose.
In this episode you’ll hear:
- Ryan’s journey from starting Zen Accounting to selling it and then launching FutureFirm
- cool ways to get clients
- how to communicate pricing increases without annoying your clients
- tips on content creation
- the importance of having a community to bounce ideas off
Resources mentioned in this episode:
- Future Firm Newsletter
- Future Firm Accounting Podcast
- Future Firm Accelerate (membership)
- Neil Patel
Meet Ryan
Ryan Lazanis, CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, Ryan started Future Firm which provides coaching, community and training to help accountants quickly scale a systematic firm of their own that improves their lifestyle. Ryan currently educates close to 10,000 firm leaders globally via his free weekly newsletter and coaches hundreds of successful accounting firms through his Future Firm Accelerate online coaching program.
Connect with Ryan
💼 LinkedIn: https://www.linkedin.com/in/ryanlazanis/
🗞️ Newsletter: https://futurefirm.co/newsletter/
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this interview episode we've got the incredible Erin Pohan joining us to talk all about her journey in accounting, and to share some exciting news about WAVE, the must-attend event for women in accounting this year!
In this episode you’ll hear:
- Erin’s incredible journey from having just one side client to now running her very own bookkeeping firm
- all the exciting details about the upcoming WAVE conference in Seattle
- strategies for making lasting connections at events
Resources mentioned in this episode:
- My performance at Xerocon
- Women in Accounting & Finance Entrepreneurs & Visionaries (WAVE) event in Seattle on May 22nd
Meet Erin
As Founder of UpKeeping® and a proud student in The Ambitious Bookkeeper community, Erin is changing the old & boring stereotypes of the accounting industry. Erin and her team support new entrepreneurs and already-established small business owners by being their #1 financial cheerleader/concierge/communicator.
When she’s not trying to make accounting more “fun”, Erin loves traveling the world with her family, playing the violin, and convincing accounting students & professionals that owning an accounting firm is the American dream.
Connect with Erin
- WAVE: Women in Accounting & Finance Entrepreneurs & Visionaries event on May 22, 2025.
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
Welcome to 1099 Season! If this is your first 1099 season, buckle up, I’m here to help! Tune in today to hear an overview of what to know about 1099s so you’re armed with the confidence to take this on, and improve your processes for next year!
In this episode you’ll hear:
- All the types of 1099s
- Reporting requirements, deadlines & thresholds
- International vendors
- And lots of tips and insights along the way!
Resources mentioned in this episode:
- Confident Compliance Bundle
- IRS Publication
- Tax1099
- Track1099
- Efile4Biz
- IRS FIRE System
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this solo episode, we’re diving into some killer strategies to boost your profits in the new year. We’ll chat about updating your systems, tracking those important numbers, and all the behind-the-scenes moves that can make 2025 your most successful year yet!
In this episode you’ll hear:
- secrets on tracking your profitability and why it's a game-changer
- the lowdown on updating engagement letters, adding clauses, and managing scope changes
- how to handle clients mixing business with personal transactions
Resources mentioned in this episode:
- Client Profitability Tracker
- Episode 129 | Planning for Profit
- Confident Compliance Bundle (1099s)
- Dubsado
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this interview episode, we've got Emily Leahy sharing her incredible insights on managing energy in business, especially for us ambitious women out there. Forget the hustle; it's all about syncing with your personal cycles and making life work for you. You won't want to miss these gems!
In this episode you’ll hear:
- optimizing energy cycles, especially for women, and viewing performance through a feminine lens
- how women are often perceived as more emotional at work
- why it's important to work with, not against, our natural rhythms
- managing burnout by figuring out which energy "zone” you’re in
Resources mentioned in this episode:
- Efficiency Archetype Quiz
- Work with Emily 1:1
Meet Emily
Emily Leahy is the founder of The Feminine Template and certified executive performance and leadership coach trained at Brown University. With over a decade of experience building companies and coaching simultaneously, she's connected the dots that truly matter. Living in San Francisco, Emily has supported side-hustling, VC-backed, bootstrapped female entrepreneurs and corporate leaders. This journey has shown her that women perform differently than men and possess dormant superpowers waiting to be activated. She's on a mission to leverage physiology to revolutionize work, wealth, and wellness for ambitious women. By aligning with natural cycles and rhythms, she helps women harness their energy, sustain optimal performance, and lead with innovation and influence.
Connect with Emily
- Threads
- Website
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this interview episode, we've got the amazing Liz Wilcox joining us to spill her secrets on turning email followers into friends, and eventually, loyal clients.
In this episode you’ll hear:
- secrets on capturing leads through strategic social media moves and savvy website setups
- Discover the "email staircase" and turn your followers into pals, then clients
- how Liz strategically places lead magnets all over a website
- the power of building a solid referral network and collaborating with other business owners
Resources mentioned in this episode:
- Episode 56 ⎸ Infusing Personality into Your Business
- Episode 13 ⎸ How to Use Email Marketing in Your Bookkeeping Business (Email Staircase)
- Email Marketing Membership (affiliate link)
Meet Liz
The Fresh Princess of Email Marketing, Liz Wilcox is an Email Strategist and Keynote Speaker showing small businesses how to build online relationships + make real money with emails. She’s best known for selling a blog, turning a $9 offer into multiple six-figures (without ads), and helping you untangle the email “knot” with her simple framework, the Email Staircase. She loves the 90s, headbands, and the beach.
Connect with Liz
🎁 Free Email Swipes for Building Your Email List
🌐 lizwilcox.com
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
By popular request, we’ve decided to air a summit presentation I did with Josie Parr, at her Profitable Lifestyle Firm Summit. I’m talking about crafting deliverables that matter for your clients. If you’d like to see the presentation slides, head over to my YouTube Channel!
In this episode you’ll hear how to:
- Maximize your value
- Shift your positioning
- Add value
Resources mentioned in this episode:
- Elevate
- Get on the waitlist for the next Profitable LifeStyle Firm Summit
Meet Josie
After putting in years of hard work at top 100 firms, Josie realized there was an opportunity to create a better way. She took a leap of faith and founded Josie Parr CPA LLC, a niche practice that is specifically focused on tax strategy clients.
In her first year, she tripled her revenue goals, reduced her work hours to a part-time schedule, and spends every day doing what she loves: working in tax strategy.
And now, her mission is to empower other tax professionals to transform into tax strategists by elevating their current skills and knowledge using the same proven systems and methods that brought her success.
Connect with Josie
🌐 solotaxcoach.com
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this interview episode, I’m hanging out with marketing whiz Madelyn Furlong. We’re diving into how to turn your clients into mega-fans that'll rave about your business. From personal touches to killer marketing strategies, we've got you covered.
In this episode you’ll hear:
- how having all your marketing needs handled by one team can save you tons of stress and time
- stories and tips on how adding a human touch can set your business apart
- how to keep things ultra-organized to respect your clients' time
Resources mentioned in this episode:
- Unreasonable Hospitality
- “3 Simple Strategies to Become More Visible, Get More Clients, and Increase Your Profit"
- ClickUp
Meet Madelyn
Having a standout marketing strategy doesn’t mean you have to share a new post every day that end in -y!
That’s where Madelyn Furlong comes in. She helps small businesses create ShowIt websites and engaging social media content so they can turn their leads into sales.
Madelyn uses her knowledge and experiences to help clients transform their customers into cheerleaders and take their business to the next level. By helping them create a standout website and social media, they can show up online with confidence.
Madelyn works as a small business marketing strategist in small-town Wetumpka, Alabama where she enjoys hiking, reading, and spending time with family.
Connect with Madelyn
📱 IG: @madelynvictoriaco
📄 Download “3 Simple Strategies to Become More Visible, Get More Clients, and Increase Your Profit" to learn what you can do right now to improve your business’ marketing. It's all about helping you save time and reduce stress by following marketing tactics that actually work.
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affil
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
Send us a text
In this solo episode, I’m diving into the world of Threads. Is it the next best thing for bookkeepers or just another time-sink? Let's figure it out together.
In this episode you’ll hear:
- the lowdown on what Threads is
- how Threads can pull over your Instagram followers
- how, in just three months, Threads helped me land a bunch of podcast interviews, a guest workshop, and even snag some new clients
- tips on managing your time on Threads
Resources mentioned in this episode:
- Follow me on Threads! >>
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Send us a text
In this interview episode, I chat with money guru Kara Perez about merging sustainable living with smart financial practices. If you've ever been curious how to save some green while going green, you'll love this one!
In this episode you’ll hear:
- practical, sustainable money practices that fit right into your life without breaking the bank
- advice on tackling emotional money barriers
- real-life stories on how folks save money while going green
- how Kara landed a book deal
- advice on managing busy seasons
Resources mentioned in this episode:
- Preorder Kara’s book, Green Money
- Gilmore Girls Money
Meet Kara
Kara Perez is the founder of Bravely Go, a sustainability focused financial education company. Bravely focuses on bringing actionable, intersectional and accessible financial education to people who never learned the language of money. She is the author of the book, Green Money. Kara has been featured in the New York Times, Good Morning America Forbes, NPR, Glamour, ABC Nightline News, and US News and World Report as a financial expert. Additionally, for 2 years Kara co hosted the award winning podcast The Fairer Cents, which has been named the top money podcast for women by Forbes and The Balance.
Connect with Kara
🌐 Website: bravelygo.co
📱 IG: @webravelygo
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Send us a text
In this interview episode, we've got Nicole Ayub, the fabulous Wall Street Girl Next Door, sharing her insights on money stories, emotional hang-ups, and shaking off that pesky shame around finances. Get ready to dive deep and rethink your money mindset!
In this episode you’ll hear:
- why we're all feeling funky about our finances and how to fix it
- a money exercise that'll help you discover what's really going on in that wallet of yours
- understanding your "money story”
- some real talk on financial shame
Resources mentioned in this episode:
- Brené Brown
Meet Wall Street Girl Next Door
Nicole’s passion is to help people have a healthy relationship with their money. She currently works on Wall Street and she’s been in the finance industry for over a decade and she has seen how we do not give people the support and resources they need to have a healthy relationship with their money. She created her brand so people can have a safe space to heal their relationship with money and talk about their struggles and overcoming them.
Connect with Wall Street Girl Next Door
📱 IG: @wallstreetgirlnextdoor
🎙️ The Money Diaries Podcast
📞 Schedule a free 30-min consultation
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Send us a text
In this interview episode I chat with Corree Roofener about how defining your personal and business values can transform your life. From nature walks & spiritual growth to aligning ethics to enhance your business, we're diving deep into what truly matters!
In this episode you’ll hear:
- The overlap of business and personal values
- Foundational pillars of wealth
- Audit your values annually
- Leaving a legacy that’s different from what society expects
Resources mentioned in this episode:
- Find your values on Think2Perform.com
- Financial Narrative Webinar
Meet Corree
As a Mother, Nana, Female Entrepreneur, Financial Coach and Passionate advocate for the Foster/Adopt community, Corree Roofener has devoted her life to empowering individuals to live authentically, boldly and intentionally.
Driven by a passion to help others break free from the shackles of fear and judgment and recognizing the interconnectedness of mind, body and spirit, Corree excels and guiding others to begin to gain clarity about their stories with money one of our five foundational pillars. Her approach encompasses mental, emotional and physical well-being. Through personalized coaching, transformative workshops and inspiring speaking engagements, she equips her clients with tools to align their actions with their aspirations.
“If you want something you've never had, You must be willing to do something you've never done.” ― Thomas Jefferson
Connect with Corree
📱 IG: @correeroofenercoach
🎙️ Courage Coalition Podcast
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Send us a text
In this interview episode, we dive into the world of bookkeeping with a twist—neurodiversity. Join me as I chat with Aneisha Velazquez from Yellow Sky Bookkeeping. She’s sharing her unique journey with autism and ADHD while offering tips on building better systems and communication. Grab a cup of coffee, and let’s get into it!
In this episode you’ll hear:
- energy-focused scheduling
- the art of setting boundaries in client work to keep your peace of mind
- how to explain bookkeeping lingo in reports to clients
- Aneisha’s journey of understanding autism and its impact on her career and clear communication
Meet Aneisha
Aneisha is the owner and founder of Yellow Sky Bookkeeping. They specialize in cleaning up messy books for service providers so they can finally file taxes without losing all their free time. She’s also neurodivergent. As an adult, she was diagnosed as Autistic with a side of ADHD.
When she’s not working in spreadsheets, she likes to read, learn about random topics, and take walks with her husband.
Connect with Aneisha
💼 LinkedIn: @aneisha-v
📹 YouTube: @yellowskybookkeeping
📱 Threads: @yellowskybookkeeping
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Send us a text
In this interview episode, we're continuing our neurodivergent series and diving into the inspiring journey of Amy Burgess, a fellow neurodivergent and brilliant bookkeeper. If you're curious about building a business that truly reflects who you are and want some killer insights into making it happen, you don't wanna miss this one.
In this episode you’ll hear:
- newer bookkeeping biz owner
- her path into bookkeeping
- how bookkeeping works for ND mind
- tips for operating with AuADHD
- tips for new bookkeepers
Resources mentioned in this episode:
- The Bookkeeping Business Accelerator® VIP
Meet Amy
Amy is a neurodivergent bookkeeper and the founder of Jointly Balanced. Her boutique firm offers financial management services to socially conscious small business owners. Her passion is making finances more accessible, inclusive, and tailored to meet diverse needs.
Connect with Amy
📱IG: @jointlybalanced
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Send us a text
This is the first of a series we will be having on the podcast, all around neurodivergent businesses & bookkeepers. You can find these episodes by searching [ND] in brackets on our blog.
In this episode you’ll hear:
- How to declutter & create systems in your home
- Operating a business with ADHD
- Planning your day in your business
- How to support a business owner with ADHD as their bookkeeper
Resources mentioned in this episode:
- Decluttering at the Speed of Life (book)
Meet Megs
As a professional organizer with ADHD, Megs understands the unique challenges and untapped brilliance of the ADHD brain. She's passionate about helping others with ADHD cultivate organized spaces that foster peace and ignite creativity. Beyond physical and digital organization, Megs is an ADHD coach and does digital decluttering sessions via zoom for clients with a focus on the power of self-belief – a core principle for thriving with ADHD.
Megs is also a speaker, sharing her message of how ADHD can be a superpower when understood and embraced. When not organizing, you can find her with her two daughters, beloved pets, and supportive husband. She finds joy in yoga, singing, and coloring, reflecting her ongoing commitment to personal growth.
Connect with Megs
📱 @organizing.an.adhd.brain on instagram and tiktok
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Send us a text
In this interview episode, I’m chatting with Katy Murray, the brains behind the Gingerbiz Podcast. She’s a powerhouse who's done it all—from professional photography to managing HR for a big company, and even launching her own business, Katie & Co. We first connected through Threads, and it turns out we have a lot to chat about when it comes to finding success without burning out.
In this episode you’ll hear:
- tips on slowing down to become more successful especially as a high-achiever
- how to use social media intentionally
- examples of morning and nighttime routines that encourage self-care
- the importance of adjusting goals based on personal or family priorities
Resources mentioned in this episode:
- Threads
- Ginger Biz (Katy’s podcast!)
Meet Katy
Katy Murray is a business owner, entrepreneur, Executive of Human Resources at a Private organization, mother, and wife. Receiving multiple awards and recognition for her Photography Talent, Katy's images have been featured in over 30 publications. Now, Co-Founder of 'Katy and Co, VA', Katy helps other businesses grow and meet their success. Katy has been a guest speaker at multiple Universities, on high-ranking Podcasts, and is the Host of her own Ginger Biz. On her podcast she shares all the tips and tricks to be successful in business, while also working full time, loving on her sweet family, and practicing self-care to maintain sanity. Katy is a fun-loving business guru who wants to share her passions with the world.
Connect with Katy
- 📱 Threads & Insta: @gingerbiz
- 🌐 Website: katymurrayphotography.com
- 🎁 Freebie for Time Management: katymurrayphotography.com/timemanagementfreebies
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Send us a text
In this interview episode, I’m catching up with Sharon Hefetz, who has an incredible story to share about her journey with multiple myeloma. She opens up about how she turned to self-care, mindfulness, and intentional living to navigate her diagnosis and achieve remission. Plus, we've got a special giveaway for you, so check out the show notes for all the details!
In this episode you’ll hear:
- importance of paying attention to your health & advocating for yourself
- Sharon's approach to her treatment & healing journey
- Sharon's work as the Mindset Mama Coach
- Sharon’s "Living a Happy and Balanced Mama Life" journal & and its significance
Resources mentioned in this episode:
- 122 ⎸ Mastering your Inner Dialogue for Success and Happiness with Sharon Hefetz
- Living a Happy & Balanced Mom Life Journal
- Download Sharon’s FREE RECLAIM YOUR TIME Ebook for a chance to win the Journal: https://sharonhefetz.ck.page/2e23bc4935
Meet Sharon Hefetz:
As a dedicated mother, entrepreneur, author, and Mindset Coach with over a decade of experience, Sharon empowers women and busy mothers to reconnect with their authentic selves.
In August of 2023, she was diagnosed with ultra high-risk Multiple Myeloma. This diagnosis underscored the immense value of the principles she’d been teaching. Every lesson on resilience, inner strength, and positive thinking prepared her for this personal battle. She realized the profound importance of self-love and how absent it was in her life. Genuine self-love transformed her approach to this challenge, emphasizing the need to truly listen to and act upon your intuition.
Connect with Sharon🔗 Linktree: linktr.ee/sharonhefetzcoach
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Send us a text
In this interview episode, I’m hanging out with SEO whiz, Jules White, to break down some super practical tips to get your bookkeeping website noticed. Jules shares some cool hacks for optimizing images and structuring your content, plus some easy-to-use tools for keyword research. If SEO has been a mystery to you, this episode is your new best friend. Tune in and get those rankings up!
In this episode you’ll hear:
- website setup and optimization
- SEO consulting and tools
- SEO fundamentals and strategies
- Search behavior and algorithms
Resources mentioned in this episode:
- Keywords Everywhere
- KWFinder
Meet Jules
Jules White is a Website & SEO Consultant and Founder of The Website Success Hub. She’ll help unlock the full potential of your website & podcast, generating more traffic & sales & ensuring customers can't wait to shop, learn, and engage.
She aims to help you make the most of the content you are already creating, ensuring your website & podcast show up in searches, genuinely connect and converts, making every click count towards your success.
Connect with Jules
- 🎙️ Podcast: https://thewebsitesuccesshub.com/podcast
- 📊 Free SEO report: https://thewebsitesuccesshub.com/seo-report - See how your website is performing with a free SEO report and get started on increasing your visibility and finding more of your ideal clients (or more importantly - them finding you!)
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Send us a text
In this solo episode, I’m chatting about a question I got from one of you awesome listeners: should you add tax services to your bookkeeping biz? We’ll weigh the pros and cons, talk about building your own client base, and figure out if expanding your services is the right move for you.
In this episode you’ll hear:
- building a personal book of business
- advantages of hiring a tax specialist
- benefits & drawbacks of offering tax services
- my experience with tax services
Resources mentioned in this episode:
- My free training: https://www.ambitiousbookkeeper.com/training
- My courses: https://www.ambitiousbookkeeper.com/store
- The Bookkeeping Business Accelerator® (BBA): https://www.ambitiousbookkeeper.com/vip
- Email your question to support@ambitiousbookkeeper.com with the subject line “Podcast Question”
- My YouTube channel: http://www.youtube.com/@ambitiousbookkeeper
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Enroll in The Bookkeeping Business Accelerator HERE >
Cohort Dates:September 17 - November 7, 2024
Send us a text
We’ve just come back from Xerocon 2024 Nashville, and i’m giving you a backstage pass to the inner workings of how Scotty ’OKR’. Scarano secured the mainstage for one of his accounting raps—and included me in the ride!
In this episode you’ll hear:
- the story behind Scotty & I performing at Xerocon
- Scotty’s journey rapping about accounting
- & you’ll get to see the actual performance (if you watch the episode on YOUTUBE HERE)
Resources mentioned in this episode:
- Episode 200 of Accounting High
- Episode 72 with Scotty
Meet Scotty ‘OKR’ ScaranoScotty is the host (rapping custodian) of the Accounting High Podcast, and the owner of Padgett NC, a franchised accounting firm.
Connect with Scotty📱 Twitter: https://twitter.com/scottscarano
💼 LinkedIn: https://www.linkedin.com/in/scottscarano
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Enroll in The Bookkeeping Business Accelerator HERE >
Cohort Dates:September 17 - November 7, 2024
Send us a text
In this spotlight episode, Rebekah Poirier, founder of Serenity CFO Solutions, shares her journey from the corporate world to entrepreneurship. We're getting into how she's using social media to get clients, the perks of running your own business, and how the Bookkeeping Business Accelerator (BBA) program has been a game-changer!
In this episode you’ll hear:
- Rebekah's transition from corporate to starting a business
- social media marketing
- benefits of running your own business
- the intrinsic value of the BBA program in shaping mindset
- community support within the BBA program and how it compares to other groups & programs
Resources mentioned in this episode:
- The Bookkeeping Business Accelerator®
- Upwork
- Fiverr
- QuickBooks (affiliate link)
- Asana
Meet RebekahRebekah Poirier is owner and founder of Serenity CFO Solutions LLC, providing virtual bookkeeping and accounting services to restaurants, retailers, and wholesale distributors all over the U.S.
Connect with Rebekah💼 Linkedin
👤 FB: Serenity CFO Solutions
📱 IG: @Serenitycfo
👩💻 Website Blog
☎️ FREE discovery calls for those actively seeking bookkeeping support or fractional CFO services.
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Enroll in The Bookkeeping Business Accelerator HERE >
Cohort Dates:September 17 - November 7, 2024
Send us a text
In this Spotlight episode I’m shining the spotlight on one of my BBA students, Nicole Robb. She talks about how BBA played a pivotal role in building confidence, finding the right clients, and getting invaluable support from the BBA community. Tune in to hear what BBA can do for you!
In this episode you’ll hear:
- Nic's journey
- the importance of being patient and making connections to gain clients
- the value of having community support in managing difficult situations
- specific aspects of BBA & their relevance to building and growing a successful bookkeeping business
Resources mentioned in this episode:
- The Bookkeeping Business Accelerator® (BBA)
- Elevate
- Kickoff with Asana by Alyssa Lang (affiliate link)
- QuickBooks (affiliate link)
Meet NicNic has over 10 years of experience in bookkeeping, along with admin work as well. She worked for QBO during COVID, and started her business 2019. Her niche used to be in Real Estate, but now she serves a variety of clients including a Hair Salon, Consultant, Property Manager, RE Agents, and some RE.
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Enroll in The Bookkeeping Business Accelerator HERE >
Cohort Dates:September 17 - November 7, 2024
Send us a Text Message.
In this solo episode I delve into the concept of ambition, sharing reflections on personal success, fulfillment, and the evolving priorities of life. Tune in if you’re ready to reevaluate what success means to you!
In this episode you’ll hear:
- what ambition means
- defining success for yourself
- balancing ambition with life seasons
- origin of the name ‘Ambitious Bookkeeper’
Resources mentioned in this episode:
- Follow me on YouTube to watch the podcast in video format!
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the Power to Breakthrough Bootcamp >
Aug 19 - 23rd | 12 PM Eastern Daily
Send us a Text Message.
In this interview episode, I’m chatting with my biz bestie, Alyssa Lang (Workflow Queen)! Introducing…The Alyssa + Serena Show: Part 1. We reflect on personal & professional experiences, offering valuable insights and strategies for navigating the world of bookkeeping and entrepreneurship.
In this episode you’ll hear:
- Serena's and Alyssa's business strategies & approaches
- Feeling overwhelmed and unmotivated after a break
- Empowering team members
- Serena and Alyssa's evolving friendship & business relationship
- Reevaluating life experiences and priorities in work and life
- Advice for setting up and delegating tasks in a firm
Resources mentioned in this episode:
- Breakthrough for bookkeepers and accountants (affiliate link)
- Free training → ambitiousbookkeeper.com/training
Meet AlyssaAlyssa, aka the Workflow Queen, teaches bookkeepers and accountants how to utilize tech and automation to create better workflows, systems and processes. As a result they can run their practices on autopilot, stress less and save time!
Connect with Alyssa🌐 Website: http://workflowqueen.com/
📱 IG: @workflowqueen
🎙️ Podcast: Conquering Workflows & Systems with the Workflow Queen
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitious
August 21 - 25
Daily Sessions: 12 PM Eastern
Daily Q&As: 5 PM Eastern
FOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!
Send us a Text Message.
Resources mentioned in this episode:
- Content snare
- Loom
- Tango
- Scribe how
- Notion
- Breakthrough
- Workflows in a weekend
- Elevate
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitious
August 21 - 25
Daily Sessions: 12 PM Eastern
Daily Q&As: 5 PM Eastern
FOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!
Send us a Text Message.
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitious
August 21 - 25
Daily Sessions: 12 PM Eastern
Daily Q&As: 5 PM Eastern
FOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!
Dubsado Decoded Summer Sale (20% off) CLICK HERE
Wanna win a ticket to XeroCon August 14-15? *travel & accommodations not included
To enter:
- Review the podcast on Apple >
- Screenshot your review & email it to support@ambitiousbookkeeper.com by 11:59 PM Pacific August 1, 2024
- Tune in to YouTube LIVE 9am Pacific Aug 2 to see who won!
Send us a Text Message.
In this solo episode I take you step by step through the onboarding process, outlining the various phases from capturing leads to gathering documents and starting the cleanup. Tune in to gain actionable tips and strategies for a seamless onboarding process and make sure to catch the YouTube videos linked in the show notes for an even deeper dive into the subject!
In this episode you’ll hear:
- steps in the onboarding workflow
- setting up question forms on your website
- modifying onboarding process for clients on Upwork
- setting expectations during onboarding
Resources mentioned in this episode:
- Behind the Scenes of my Dubsado YouTube Video
- How to Get Clients on Upwork YouTube Video
- Dubsado (affiliate link)
- Dubsado Decoded - 20% off thru 7/31!!
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Dubsado Decoded Summer Sale (20% off) CLICK HERE
Resources mentioned in this episode:
Some of these are affiliate links.
- Dubsado CRM
- Dubsado Decoded Course
- Free Onboarding Templates
- The Bookkeeping Client Closer
- The Bookkeeping Biz Workshops
- The Bookkeeping Business Accelerator®
- Elevate
- Kickoff with Asana for Bookkeepers & Accountants
- Hello Sign/Dropbox Sign
- Adobe Acrobat
- PDF Expert
- HoneyBook
- Google Workspace
- Canva
- Acuity
- Zapier
- Asana
- Slack
- Threads - follow me @ambitiousbookkeeper
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Dubsado Decoded Summer Sale (20% off) CLICK HERE
Join the next free training at ambitiousbookkeeper.com/training
In this Spotlight episode I’m shining the spotlight on one of my BBA students, Corrie Scott - owner of Taylor Made Bookkeeping Solutions. Get ready to be inspired and empowered as we dive into the world of efficient onboarding systems and work-life balance in the realm of bookkeeping.
In this episode you’ll hear:
- benefits & challenges of using Dubsado for onboarding clients
- use of lead capture form for client assessment
- challenges of running a solo firm without burning out
- proposal process, including steps for reviewing, approving, sending, adding contracts, generating invoices, and sending confirmation and intake emails
- collaboration with Linden Square Co for personalized client gifts
Resources mentioned in this episode:
- Dubsado Decoded
- Dubsado (affiliate link)
Meet CorrieCorrie started fresh out of college as a teacher. She taught for one year but they did not renew her contract so she subbed the next year. Subs don't make a lot of money, and no money during the summer, so this job became available doing accounting work at a local factory and 6 years later she was still doing accounting. She fell in love with the profession. 4 years into that career, she talked with one of her friends who stayed home with her kids but had her own bookkeeping business. She guided Corrie in the steps and certifications and after having her 1st daughter (2nd child), she opened Taylor Made Bookkeeping Solutions (Dec 2021). In September of 2023, she quit that full time job after having her 2nd daughter (3rd child) and now she runs a solo firm with 22 clients and stays home with 3 kids :)
Connect with Corrie📱 IG: @taylormadebks
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Dubsado Decoded Summer Sale (20% off) CLICK HERE
Join the next free training at ambitiousbookkeeper.com/training
The onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra Courtney, who has helped me and countless other bookkeepers and accountants with setting up their Onboarding workflows using Dubsado.
In this episode you’ll hear:
- How to capture lead information
- Information you should have on your proposals
- When the best time is to implement a system like Dubsado for onboarding
Resources mentioned in this episode:
- Dubsado (affiliate link)
- Dubsado Decoded - 20% off right now!!
Meet KendraDubsado Pro, and the girl who’s always asking “can we make a system for this?”
Because I know that life and business have a bunch of ‘need to-dos,’ but also ‘don’t-want-to-dos,’ I make a system for almost everything so I have peace of mind that what needs to be done, will be done (the most efficiently too!) Like going for a run at 5pm every evening (never missing the South African sunset-y golden hour!)
As your Dubsado Pro, I’ll make a system for your business too, so all of your to-dos are streamlined.
Connect with Kendra🌐 Website: https://kendracourtney.com/
📱 IG: @kendracourtneyco
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Dubsado Decoded Summer Sale (20% off) CLICK HERE
Join the next free training at ambitiousbookkeeper.com/training
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
In this episode you’ll hear:
- How to stay focused
- How I stay organized & plan my work
- Setting your calendar up for your cycle and energy levels
Resources mentioned in this episode (some are affiliate links):
- Pomodoro timer
- Passion Planner - make sure to link their sample weekly spread
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join James Wedmore's FREE training: The Rise of the Digital CEO HERE>
This solo episode is inspired by a question from our community about wrangling client communication and staying organized. Tune in to hear some practical advice to keep you out of your inbox and your business running smoothly!
In this episode you’ll hear:
- managing client emails
- streamlining client communication
- utilizing central client care inbox for team visibility
- prioritizing discussions with clients
- using tools like Hubdoc or Dext
Resources mentioned in this episode:
- Hubdoc
- Dext
- OpenPhone (affiliate link)
- Voxer
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join James Wedmore's FREE training: The Rise of the Digital CEO HERE>
In this Q&A episode, we dive into effective onboarding strategies to reduce turnover, and discuss the importance of creating engaging content for your niche. Plus, get advice on how to communicate effectively with clients through structured emails and reports.
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join James Wedmore's FREE training: The Rise of the Digital CEO HERE>
Join the next free training at ambitiousbookkeeper.com/training
Meet Alison
Alison Lukin has been working as a freelance writer for over 18 years with clients ranging from marketing firms to yoga teachers. She loves the personality and fast pace of social networking. It’s the perfect marriage of business marketing and creative writing that is essential for the modern freelance writer. Working with musicians, charities, educators, and other various businesses, she’s learned to maximize this mode of communication for her clients. Managing social media since 2014, she made her business “official” in September 2019 with the formation of Officially Social.
Connect with Alison
📱 IG: @therealofficiallysocial
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
In this live Q&A session we touch on insights from a recent podcast on CFO services. Additionally, the host shares expertise on developing CFO services, handling quality control manually without specific software, the nuances of various client services like AR/AP, and strategies for finding and integrating team members. Questions from participants lead to discussions on LLC taxation, the benefits and complexities of S Corp status, and maintaining clear financial boundaries between business and personal finances.
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
In this interview episode, I’m chatting with Shea & Michelle, founders of Breakaway Bookkeeping + Advising. We delve into the innovative franchise model that encourages entrepreneurship and supports a healthy work-life balance, challenging the norms of traditional accounting firms. Join us as we explore Breakaway's unique assisted entrepreneurship approach, including mentorship programs and a supportive community for advisors.
In this episode you’ll hear:
- Breakaway's opt-in concierge program
- Breakaway's assisted entrepreneurship model
- Breakaway’s programs for advisor development & other growth opportunities
- Rethinking your expectations of work-life balance and entrepreneurship
- Leadership and organizational structure at Breakaway
Resources mentioned in this episode:
- Check out Breakaway's advisor resources here!
Meet Shea + MichelleShea Keats (CEO) and Michelle Löpez (COO) are founders of Breakaway Bookkeeping + Advising, a company on a mission to bring joy to accounting for both the accountant and the client.
Connect with Shea + Michelle💼 LinkedIn
🌐 Become an Advisor
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
In this interview episode I’m chatting with 401k expert, Matt Ruttenberg, and he dives into ALL things retirement planning. Seriously, this is packed with helpful info! Tune in to get strategies for planning your retirement & hear how different biz structures impact those plans and contributions.
In this episode you’ll hear:
- Retirement planning strategies for high-income individuals
- 401(k) Plan options & all the roles involved in a Plan
- Deadlines and contributions for 401(k) Plans
- Flexibilities and limitations of 401(k) Plans
- Retirement Plans for employees
- Solo 401(k) vs Group Plan
Resources mentioned in this episode:
- Reach out to Matt for retirement planning help for you or your clients!
Meet MattI am a 401k (retirement plan) expert and education business owners, accountants, bookkeepers, etc. on the vast retirement plan space. I am the CMO/Co-Owner of Life, Inc. Retirement Services, an independent 401k administration company building custom retirement plans for small and mid-sized business. I am also the Founder of SureLI Insurance, and online insurance agency focused on serving the Financial Independent Community.
Connect with Matt💼 LinkedIn: https://www.linkedin.com/in/mattruttenberg/
🌐 Website: 401k.expert
📧 Email: matt.ruttenberg@lifeincrs.com
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
In this interview episode, I’m chatting with Charles Leikauf, founder of Profit Surge Group, to unravel the intricacies of offering fractional CFO services within the accounting industry. Get ready to gain insights into mastering the art of offering CFO services, the importance of passion and confidence, and the real-world experiences that have shaped Charles' journey.
In this episode you’ll hear:
- the ethical considerations of selling financial services to struggling businesses
- the power of leveraging your skills and expertise
- the strategic use of Facebook ads for client acquisition
Resources mentioned in this episode:
- Profit Surge website
Meet CharlesHi, I'm Charles Leikauf, a Corporate finance guy turned accidental fractional CFO.
I found a way to escape my CFO corporate job. How I did that, was I turned the finance skills I had into a business that has allowed me to have time, location and financial freedom.
When I'm not serving fractional CFO clients I'm helping accountants and bookkeepers just like you do the same to your existing firm.
Outside of that I'm always traveling and spending time with my family & dog, be it at the beach or in the mountains, nature is my happy place.
Connect with Charles📱 IG: @profitsurgegroup
💻 Profit Surge’s 4-Pillar System for getting more high-paying clients
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
In this minisode I talk about our Hubdoc process & procedures for our clients, plus I give an example of how to encourage your clients to use Hubdoc!
Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba
Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)
Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist
Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard
Become a Client: ofcoursebookkeeping.com/contact
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
In this Q&A episode, I share insights on how to pitch yourself for podcast interviews and what topics to cover. You'll learn how to set yourself apart, deliver compelling content, and utilize real-life client experiences to engage and educate your audience. Tune in and take notes as I walk you through the do's and don'ts of podcast pitching & interviewing.
In this episode you’ll hear:
- Pitching Yourself for Podcast Interviews
- Overcoming Imposter Syndrome
- Developing Engaging Content and Speaking Skills
Resources mentioned in this episode:
- Episode with Shannon Weinstein - Growing your business through podcasting
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
In this episode I give advice and insights on various topics related to running a bookkeeping business, attracting and converting clients, pricing strategies, marketing tactics, engaging with prospects, handling follow-ups, and more.
In this episode you’ll hear:
- When to follow up with leads
- What to do when someone ghosts you after a Diagnostic
- Messaging for the clients you want to attract
- Marketing ideas
Resources mentioned in this episode:
- Diagnostic Review MiniCourse
- The Bookkeeping Business Accelerator®
- ManyChat - for driving traffic from your socials to your website/products
- Dubsado (affiliate link)
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
In this interview episode I chat with Dawn Edelstein, CPA Exam Success Coach, all about the keys to CPA exam success. From mindset to study methods, this episode is filled with practical advice to help you excel in your CPA exam journey. So grab your notebook and get ready to take some notes!
In this episode you’ll hear:
- The 3 Pillars of CPA Exam Success
- The S.T.A.R. Framework for studying
- Free resources & support for CPA Exam Candidates
- Planning & time management
Resources mentioned in this episode:
- CPA Exam Success Checklist: cpaexamsuccess.ck.page/checklist
- Get all of Dawn’s FREE resources here: linktr.ee/miamicoachconnection
Meet DawnFrench teacher turned CPA Exam Success Coach. After teaching high school French for seven years I took my first accounting course. I wanted to be a bookkeeper. I thought that would be better than the classroom. It was suggested to me to become a CPA. I said OK without thinking through the work involved. I then completed a 15-month dual degree graduate program for career-changers in order to get all of the credits needed to sit for the CPA exam. After 15 months, I was eligible to sit for the CPA exam, but I was terrified, confused, and thought I was the only one who felt this way. It wasn’t until years later that I found my Unique Study System and finally made it to the CPA Exam finish line. I did this in a way that allowed me to successfully study for the CPA Exam while simultaneously having a full and fulfilling life. I now help struggling candidates to do the same. I help them to ditch the stress, struggle, and sacrifice and, instead, pass the CPA Exam with confidence and ease.
Connect with Dawn📱 IG: @cpaexamsuccess
📱 Linktree with FREE resources: https://linktr.ee/miamicoachconnection
📋 CPA Exam Success Checklist: cpaexamsuccess.ck.page/checklist
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
In this interview episode, I chat with CEO & Founder of HireMyMom.com and hear about her story working from home for the past 20+ years. We dive into lots of good stuff around hiring for your bookkeeping business, you don’t want to miss this episode!
In this episode you’ll hear:
- How & when to hire help for your Bookkeeping Firm
- Tips for a successful job post
- Onboarding Tips
- Hiring resources that HireMyMom.com offers
- Lesley’s tip for Bookkeepers to add more value to their clients
Resources mentioned in this episode:
- HireMyMom.com
- Top 10 Interview Questions To Ask
Finding the best candidate for a job requires that you do your homework in advance. Part of that is asking the right questions and making sure you get thorough answers. https://mailchi.mp/hiremymom/top-10-interview-questions-to-ask
Meet Lesley:Lesley Pyle is the Founder and CEO of HireMyMom.com, a service connecting Small Businesses with Virtual Professionals across the country since 2007. Pyle began her work from home journey in 1995 after having her first child and started her first online business in 1996 - HBWM.com. She serves on the Board of Directors for Mighty Oaks Foundation and is a contributing writer to Entrepreneur.com. She and her family reside in Texas.
Connect with Lesley:📱 IG: http://instagram.com/hiremymom
💼 LinkedIn: https://www.linkedin.com/in/lspencerpyle/
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
In this interview episode, I’m bringing Tia (my first hire!) back on to talk about all things WEBSITE DESIGN! Plus, Tia gives us a sneak peek at her new course - Squarespace for Bookkeepers. If your website has been a pain point for you in your business journey, then you’ll definitely wanna tune in!
In this episode you’ll hear:
- the most important aspect of your website
- the 3 things google NEEDS about your website
- what google likes (dynamic content)
Resources mentioned in this episode:
- Squarespace: https://squarespace.syuh.net/mgraq1 (affiliate link)
- Acuity: https://squarespace.syuh.net/c/3218064/1933284/9084 (affiliate link)
- Squarespace for Bookkeepers Waitlist (Tia’s new course - Get it at the Pre-Sale price of $197 until 2/21/24!): https://www.riledupgoats.com/ssfb
- 1-1 Website or Design with Tia: https://www.riledupgoats.com/
- The Bookkeeping Business Accelerator®: https://www.ambitiousbookkeeper.com/bba
Meet TiaTia is a multi-talented mom of two, hailing from Idaho. She enjoys puzzles (like any good bookkeeper) and is quite crafty! She plays the role of both Graphic Designer and Bookkeeper for Ambitious Bookkeeper and Of Course Bookkeeping. She brings over a decade of experience working in both the design and accounting realms and loves blending aesthetics and organizational systems.
Connect with Tia🌐 Website: https://www.riledupgoats.com/
📱 IG: @riledupgoats
💻 NEW Squarespace for Bookkeepers (Waitlist): https://www.riledupgoats.com/ssfb
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
In this interview episode, I’m chatting with Deanna Zubrickas, a product specialist at Relay. We dive into the challenges with traditional banking methods, the partnership between Relay and Profit First, and the revamped partner program that offers exciting opportunities for bookkeepers and accountants!
In this episode you’ll hear:
- The new Relay Partner Program
- How to position and convert clients to Relay
- All the things I love about Relay
- Profit First Friendly Bank
Resources mentioned in this episode:
- Become a Relay Partner
Meet DeannaDeanna Zubrickas works directly with Relay’s Partners, accountants and bookkeepers, helping them deliver superior business banking to their clients. Deanna a certified Profit First Professional and is the go-to product expert for business banking solutions and banking integrations with accounting software. Before making the move into financial technology, Deanna supervised retail operations and managed customer relations at a number of enterprise and mid-sized retail brands, including OAK + FORT, Free People, and Urban Outfitters.
Connect with Deanna:📧 Email: deanna@relayfi.com
📱 X: https://twitter.com/bankwithrelay
📱 IG: https://instagram.com/bankwithrelay
📱 LinkedIn: https://linkedin.com/company/bankwithrelay
Dislcaimer: Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance provided through Thread Bank; Member FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted.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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Record a question for me to answer on the podcast here: speakpipe.com/ambitiousbookkeeper
In this minisode, I get into how to handle client banks that don’t integrate with Xero or Quickbooks. Learn when it makes sense to turn away a client, what to say to clients when this issue arises, and why we love Relay.
Resources mentioned:
- Relay
Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba
Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)
Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist
Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard
Become a Client: ofcoursebookkeeping.com/contact
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
This is a very special episode, where you get to hear from current and past VIP students inside of the Bookkeeping Business Accelerator! If you’ve wanted to know what has been the biggest help/game changer for my students, tune in to this one to find out!
In this episode you’ll hear:
- an in-depth look at the program’s curriculum
- exclusive VIP perks
- all the personalized support that comes with BBA VIP
- why this program is a game-changer for bookkeepers and accountants who want to start or grow their business
Resources mentioned in this episode:
- The Bookkeeping Business Accelerator® ⎸ VIP: https://www.ambitiousbookkeeper.com/vip
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
In this solo episode, I delve into the complexities of growing a multi six-figure business and share insights on efficiency, workflow management, and hiring strategies crucial for business scalability.
In this episode you’ll hear:
- the importance of narrowing your focus of services
- tips for creating processes & systems in your business
- the relationship between your niche & your marketing efforts
- how to evaluate your profit margins
Resources mentioned in this episode:
- Planning for Profit episode: ambitiousbookkeeper.com/blog/129
- Asana for creating your workflow: https://asana.com/product
- Loom for creating SOPs: https://www.loom.com/
- Tango for creating SOPs: https://www.tango.us/
- The Bookkeeping Business Accelerator®: https://www.ambitiousbookkeeper.com/bba
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:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
This week, I’m re-airing a solo episode where I chat about how I recommend going about starting a bookkeeping business without any experience in bookkeeping.
In this episode you’ll hear:
- topics any bookkeeper should know
- where to start
- what it takes to be a business owner
Recommended programs:
- Bookkeeper Launch for learning bookkeeping in QBO (affiliate link)
- Become a Bookkeeper for learning bookkeeping in Xero (affiliate link)
- Kickoff with Asana for setting up your bookkeeping workflow (affiliate link)
- AIPB Certification to become a Certified Bookkeeper
- Alyssa Lang’s Breakthrough coaching program for experienced bookkeepers and accountants who are ready to take their firm to the next level
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Have you ever wondered what a bookkeeper should be doing every month for clients
What about what a successful daily structure looks like?
Well, these are two questions I’ll be diving into today on the podcast.
I recently put a call out to the listener audience to submit questions you’d like answered on the podcast. You can still submit questions, either via email: support@ambitiousbookkeeper.com or by recording a question on Speakpipe!
In this episode you’ll hear:
- What AP & AR entails
- How to setup your day for success
- If you should offer AP, AR and Payroll
- The bare minimum every bookkeeper should be doing
Resources mentioned in this episode:
- Gusto
- Hubdoc
- QBO
- Xero
- Acuity
- Calendly
- Planning your Bookkeeping Work podcast episode
- Bookkeeping Biz Workshops
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
In this interview episode, I’m chatting with Nick Baldo, Real Estate Investor & Online Educator, about how bookkeeping needs to be setup and the various nuances of real estate investment businesses. As a bonus at the end, we chat about his Youtube strategy.
In this episode you’ll hear:
- Biggest mistake real estate bookkeepers make
- 3 things to make sure you do when bookkeeping for real estate
- why the balance sheet is so important for real estate investors
- bonus: content marketing with youtube tips
Resources mentioned in this episode:
- Real Estate Accounting Bootcamp; https://www.incomedigs.com/reab (Coupon Code: AB50 for $50 off)
- Builder Books Academy: https://www.incomedigs.com/bba (Coupon Code: AB50 for $50 off)
About our guest:
Nick Baldo is a real estate investor, home builder and online educator. Nick left his six-figure consulting job to pursue a life of entrepreneurship. While building his investing portfolio and remodeling businesses, he began to develop processes and systems to help his businesses grow and scale. He eventually started sharing his strategies with likeminded business owners via YouTube and one-on-one coaching. Nick currently runs his online education business, Income Digs, to help Real Estate Investors and their Bookkeepers leverage technology so that they can live of a life of freedom and purpose. Nick lives in Buffalo, NY with his wife, Meghan and his daughter Juliet (soon to be two daughters!)
Connect with Nick:📱 Youtube: https://www.youtube.com/incomedigs
🌐 Website: https://www.incomedigs.com/
💻 Builder Books Academy: https://www.incomedigs.com/bba (Coupon Code: AB50 for $50 off)
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
In this episode, I chat with Shannon Weinstein, CPA and host of Keep What You Earn podcast. Join us as we explore the power of intentional podcasting and its role in growing in your biz!
In this episode you’ll hear:
- 3 areas you need to focus on to get on podcasts
- using AI to research podcasts to pitch
- how NOT to pitch
- how to be prepared for your interviews
Resources mentioned in this episode:
- Listen Notes
- Chartable
Meet Shannon:
Shannon is a fractional CFO for growth-minded business owners, a CPA and a teacher at heart. Her real-talk and relatable examples simplify the financial side of business so business owners like you can stop stressing and start scaling. She is the host of the IRS's least favorite podcast, Keep What You Earn, where she releases daily episodes. She is also a frequent speaker in business mentorship communities and masterminds.
Connect with Shannon:
📱 Instagram: https://www.instagram.com/shannonkweinstein/
💼 LinkedIn: https://www.linkedin.com/in/shannonkeane/
🌐 Website: https://www.fitnancialsolutions.com/media
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
In this solo episode, I’m sharing a part of my planning process for ensuring profitability. Grab your notebook (or a google sheet) and follow along in setting up your client profitability analysis!
In this episode you’ll hear:
- How we track time
- How I analyze client profitability
- Questions & considerations
Resources mentioned in this episode:
- Clockify
- G-Accon
- Hubdoc
- Xero
- QBO
- A2X
- TaxJar
To start the conversation about 1-1 Mentoring, please email support@ambitiousbookkeeper.com. I offer:
Single strategy sessions
3-month mentoring
Voxer-only mentoring
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Listen in like a fly on the wall for a strategy session with one of my Accelerator students. We dive into:
- Calculating client profitability
- How to think about pricing to achieve your goals
- Ideas for increasing value
Resources mentioned in this episode:
- The Bookkeeping Business Accelerator®
Connect with Accala:
💼 LinkedIn: https://www.linkedin.com/in/accala-kessler-43bb746/
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
Record a question for me to answer on the podcast here: speakpipe.com/ambitiousbookkeeper
Resources Mentioned:
TaxJar
Bookkeeping for E-Commerce Workshop
Sales Tax Workshop
Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba
Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)
Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist
Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard
Become a Client: ofcoursebookkeeping.com/contact
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
In this 1-1 Strategy Session with Joanne Sharma, a former Coaching Client of mine, we dive into some logistics of effectively reviewing, mentoring, and training a team. So if you’re thinking of hiring a bookkeeper for your team or already have a team but are struggling with expectations and training, tune in to this episode!
In this episode you’ll hear:
- How we help our bookkeepers take responsibility for checking their work
- Some of the things I review (or my account manager)
- mindset behind building a team
Resources mentioned in this episode:
- Breakthrough for Bookkeepers
Meet Joanne:
I became a bookkeeping expert and Quickbooks Proadvisor after my first career as an engineer in the construction industry. While I graduated from Brown University with a bachelor’s degree in Mechanical Engineering I’ve always had a love of business and learning what made a business successful. Years ago, once I discovered my love of helping business owners make sense of their numbers, I went all in and took multiple courses and certifications in bookkeeping and small business finances.
Connect with Joanne:
🌐 Website: https://www.joannesbookkeeping.com/
📱 LinkedIn: https://www.linkedin.com/in/joanne-sharma
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Have a question you want answered on the podcast? CLICK HERE TO SEND IT IN!
In this episode, I’m giving a summary of all of our current self-paced paid programs, mini courses, and workshops to help you make a decision, or maybe showcase something that you weren’t aware existed.
In this episode you’ll hear:
- Who’s a good fit for each program
- How to reach out for personalized guidance (email or DM me!)
- Get 20% off all these programs by using code BF23 through Midnight, November 30th, 2023
Resources mentioned in this episode:
- My online store: ambitiousbookkeeper.com/store
- Become a Bookkeeper - Xero
- Bookkeeper Launch - QBO
- Elevate
- The Bookkeeping Business Accelerator®
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
In this minisode, I answer the question, How do I follow up with a lead who’s so busy running their business that they’re not signing the agreement? Learn how to reach out, what to say, and why this approach works!
Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba
Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)
Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist
Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard
Become a Client: ofcoursebookkeeping.com/contact
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
In this interview episode, I chat with David Richter - owner of Simple CFO, a fractional CFO firm, and author of Profit First for Real Estate Investing. We talk about profit-first, offering CFO services, and creating a business you love.
In this episode you’ll hear:
- 3 things to address with clients in a simple way
- How to get in front of your ideal clients
- Tips for ‘Selling’
Resources mentioned in this episode:
- Profit First for Real Estate Investing
- The Road Less Stupid
- Good Leaders Ask Great Questions
- You Can’t Teach a Kid to Ride a Bike at a Seminar
About our guest:David is the owner of Simple CFO, a fractional CFO firm, and the author of Profit First for Real Estate Investing. He's been a part of over 850 real estate deals, and through his company he has helped over 200 businesses gain financial peace and freedom.
Connect with David:Join Simple CFO: simplecfo.com/join
Follow on FB: facebook.com/david.richter.395
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
In this interview episode, I chat with Vimal Bava, a CPA and stress management coach. He shares his personal journey of experiencing burnout and stress in the accounting profession and how he found comfort in mindfulness and meditation practices.
In this episode you’ll hear:
- examples of mindfulness and meditation practices
- how to incorporate Mindfulness into your busy schedule
- how the mind-body connection works
- the importance of taking brain breaks
About Vimal:Vimal Bava is a CPA and Mental Fitness Coach with a passion for empowering his fellow accountants to experience joyful and stress-free work environments. Along with running his own firm, and mental fitness coaching, he's also currently pursuing a Doctoral degree at Florida International University.
Connect with Vimal:💼 Linkedin: linkedin.com/in/vbcpa
🌐 Coaching website - Happy Bean Counters: happybeancounters.com
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
In this minisode, I’m sharing the top 3 questions people ask when thinking about starting their bookkeeping business especially without tax experience.
Watch on Youtube >> https://youtu.be/qDn6IkMpjYg Resources mentioned in this minisode:
- Free training!
- Podcast episode on Insurance
- Podcast episode on Tech
- Catch the next LIVE Workshop Series!
Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba
Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)
Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist
Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard
Become a Client: ofcoursebookkeeping.com/contact
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Feelin’ a little worried/nervous about year end? Well, in this episode I’m sharing what we do for all of our clients at year end!
In this episode you’ll hear:
- 3 things we provide ALL of our clients at year end
- When to start and finish these processes
- How to get your hands on the resources to learn & implement these processes
Resources mentioned in this episode:
- ambitiousbookkeeper.com/subscribe - get on the email list so you don’t miss out on the Black Friday Special!
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
In this interview episode, I have a special guest on to talk about the power of our words, inner dialogue, and intentions behind success.
In this episode you’ll hear:
- survival mode vs creative mode
- inner dialogue & self talk
- intention setting
- what to say to yourself before a discovery call
- what to say to yourself when it comes to mom guilt
About our Guest:
Sharon is a Mindset Coach, accomplished entrepreneur, and published author, dedicating her life to empowering women to reach their full potential. With a focus on creating balance and self-confidence, she encourages her clients to embrace authenticity, living guilt-free, and inviting abundance into their lives. A believer in the law of attraction, intrigued by quantum physics, she asserts that thoughts shape our reality and we always have the power of choice. With her multifaceted experience as a mother of three, her coaching blends personal insight with proven strategies. Sharon's mission is to serve as a catalyst for women, helping them build productive, harmonious lives by reconnecting and rediscovering their true self and desires.
ebook on Inner Dialogue:
https://go.sharonhefetzconsulting.com/
Connect on Facebook:
https://www.facebook.com/SharonHefetzCoaching
Happy Balanced Mom FB Group:
https://www.facebook.com/groups/3038590393115843/
Connect on Instagram:
https://www.instagram.com/banyashefetz/
Website:
www.sharonhefetzconsulting.com
email Sharon:
mindset@sharonhefetzcoach.com
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
In this MINIsode, I answer the question, When you have questions or corrections for your bookkeeper, where do you communicate those?
You’ll hear:
- strategies for communicating efficiently
- tools to get the job done
- the process we use in my firm
Resources mentioned:
- Asana
- Loom
- Slack
- Notion (affiliate link)
- Google Workspace (affiliate link)
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
How do you handle replacing those cushy corporate benefits you’ll lose when you leave your corporate job and strike out on your own?
In todays episode, I’m chatting with a benefits expert who specializes in setting up benefits for small businesses.
In this episode you’ll hear:
- The kinds of Insurance out there
- The importance of working with a broker
- How to determine what you really need in your coverage
- What to do before you go to the doctor if you aren't in an emergency situation
- What to do if you want to offer a benefits package for your team
About our Guest:
Karrisa Martino is a health and life insurance broker specializing in customized plans for small businesses and self-employed individuals. She operates in the greater Cincinnati, Ohio area and serves clients nationwide, empowering them to understand the various insurance options available and how to utilize them effectively. Karrisa embarked on this career path in search of a job that would allow her to have a greater impact on people's lives. Unfortunately, she has experienced the loss of four family members before the age of 30 due to being in the wrong insurance product or lacking proper advocacy. Outside of work, Karrisa is a creative individual who has a deep connection with nature and expresses her creativity through various mediums.
Connect with Karrisa on LinkedIn or Facebook
Want a review of your current policy? Email Karrisa at karrisa@usabg.com OR call/text her at 513-434-4466
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
This week we’re airing another 1-1 strategy session with one of my students, Becky Hesson, founder of ANJUDI3!
In this episode you’ll hear:
- hiring and team training strategies
- efficient strategies for email marketing
- tips on managing client relationships and tax filings
- how to streamline the conversion process
- and SO much more!
Resources mentioned in this episode:
- The Bookkeeping Business Accelerator
- Dubsado
- Dubsado Decoded Course
- Kickoff With Asana For Bookkeepers + Accountants
- Liz Wilcox’s Email Marketing Membership (affiliate link)
- AB Podcast episode with Liz Wilcox - Infusing Personality into Your Business
- Teamwork by Natalie Dawson
- Make em Beg to Work for You by Dr. Angela Lauria
Meet Becky:
Becky started ANJUDI3 because she wanted to show the girls she hosted that they can do whatever they want to do using their positivity! Anja, Julia and Diana will always have a special place in her heart and will always be her special daughters!
Becky’s professional background is in the tech industry. She also holds partial ownership as a shareholder of Willamette Valley Vineyards in Oregon. She's LEAD certified in the state of California, has been a member Texas Wine & Grape Growers since 2020, and even sponsored one of their virtual events. In 2023 she joined the Texas Craft Brewers Guild with the goal of learning more about the industry and creating connections with her clients and their passion. Recently, she's become the Membership Coordinator for the new Texas Hill Country Chapter of Women for Winesense.
Connect with Becky:
- 🌐 Visit her website
- 📱 Follow Anjudi3 on IG
- 📱 Connect on LinkedIn
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:
Visit our website: ambitiousbookkeeper.com
Connect on Instagram: instagram.com/ambitiousbookkeeper
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
In this MINIsode, I explain 5 key financial reports that you should be delivering your clients!
You’ll hear:
- how often you should be delivering these reports to clients
- how to set up these reports in Xero
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
In this NICHE series episode, I chat with Zane Stevens, a Director of Protea Financial. We delve into the challenges and opportunities that winemakers face when it comes to financial management and strategic decision-making.
In this episode you’ll hear:
- the value in having CFOs with a strategic background
- why it’s important to have standardized procedures
- how to better understand your Cost of Production & Pricing
Resources mentioned in this episode:
- Protea Academy
Meet Zane:
Zane Stevens is a Director of Protea Financial. Prior to joining Protea, he was Financial Manager at Syntell, and subsidiaries, in Cape Town, South Africa. Syntell is a leading blue-chip company with revenue in excess of $38m that provides cutting edge technology-based services for Road Safety, Traffic Management and Revenue Collection. Before joining Syntell, Zane was a supervisor at KPMG in Port Elizabeth and Cape Town, South Africa, where he led audit and financial and information technology advisory engagements.
Working with a broad host of clients, from owner-managed entities to large listed multinational companies, Zane obtained extensive experience in various sectors including automotive; public sector; food, drink, and consumer products; retail; healthcare and agriculture.
Zane is registered as a Chartered Accountant (South Africa) with the South African Institute of Chartered Accountants. He received an Honors Degree in Accounting from Nelson Mandela Metropolitan University, where he also completed his undergraduate degree in Accounting.
Connect with Zane:
- 📱Connect on LinkedIn
- 📽️ Follow their YouTube channel - Protea Academy
- 🎙️ Listen to Protea Conversations - interviews with leaders that support Protea Financial’s charitable causes
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
In this interview episode, I chat with Kristen Corey, a marketing savvy accountant who has a wealth of knowledge in the world of SEO and content creation. So grab a pen and get ready to take some notes!!
In this episode you’ll hear:
- technical and superficial aspects of SEO, and whether or not you should hire an SEO specialist
- challenges and misconceptions in using AI for marketing
- how to develop a comprehensive marketing strategy!
Resources mentioned in this episode:
- Previous AB podcast episode → What it’s Like Launching Courses
Meet Kristen:
After obtaining her Bachelors and Masters in accounting, Kristen went into public accounting where she became an auditor. It wasn’t until she had the opportunity to move abroad that she began marketing for entrepreneurs.
She quickly gained experience working with industries including tech, fashion, legal, real estate, and even a high-end chocolate brand. Her experience grew from doing PR, graphic design, inbound marketing, social media management, and website development.
Upon returning back from overseas she was hired by an accounting company to work as both an accountant and marketer.
She found combining her two favorite industries wasn’t just possible but needed, Kristen decided to start a creative agency dedicated to helping accounting firms.
Connect with Kristen:
- 🎙️ Listen to her podcast
- 💻 Check out her Website Design services
- 🌐 Visit her website
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
In this MINIsode, I answer the question, How do you get bank statements from your clients in a timely way?
You’ll hear:
- systems my firm uses for getting bank statements
- what to ask your client during onboarding
Resources mentioned in this episode:
- Relay Bank (affiliate link)
- Hubdoc
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
In this SYSTEMS episode, I chat with John Rea - creator and founder of Scrutinize, an automated bookkeeping file review tool designed to assist bookkeepers in three main areas: evaluating inherited books, conducting monthly reviews, and performing quality assessments.
In this episode you’ll hear:
- the inspiration behind Scrutinize & a detailed look at its features
- best practices for ensuring security when using cloud services
- various use cases for implementing Scrutinize
Resources mentioned in this episode:
- Scrutinize (Sign up for a free 14-day trial and use the promo code AMBITIOUS25 to get 25% off your first 12 months!)
- Older podcast where I dive into cyber security with an insurance broker: What kind of Insurance do Bookkeepers Need? With Jock Wols
About John:
My name is John. I grew in a small town in north Texas and moved to Austin at 17 with plans to be a rockstar guitar player. It turns out you actually have to practice to be a rockstar, so that fell through. After spending a few years idling about, I decided to get serious and finished my BA in Finance at St. Edward's University.
I spent most of my career in various roles across the accounting and finance functions, learning as much as I could about how to use data to drive more strategic decisions that led to better outcomes for the businesses I worked with. In 2018 I started my own fractional CFO and bookkeeping firm, which is where I ran into the idea that eventually became my current focus - Scrutinize - which is a platform we built to provide bookkeeping quality assurance by automating ledger reviews.
I still live in Austin, TX with my wife, son, and dopey Staffy.
Connect with John:
- Follow on Twitter @johnrea88
- Sign up for a free 14-day trial of Scrutinize and use the promo code AMBITIOUS25 to get 25% off your first 12 months
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
In this SYSTEMS episode, I chat with David Cristello, founder and CEO of Jetpack Workflow - a company that specializes in assisting bookkeeping, payroll, and tax firms in streamlining their client work and automating deadlines.
In this episode you’ll hear:
- David’s inspiration behind building Jetpack Workflow
- how often you should review and tweak your processes
- how to migrate to new softwares/tools efficiently to avoid overwhelm
- the importance of understanding industry needs to tailor services and marketing strategies
Resources mentioned in this episode:
- Jetpack Workflow
About David:
David Cristello is a game-changer, ushering new ideas into accounting, a profession that’s been around for thousands of years.
He’s an innovator, leading the development of Jetpack Workflow, an award-winning workflow software for accounting and bookkeeping firms. As a non-technical founder, David relied on customer-centric ideas and empathy to help pre-sell and then grow the company from a spare-bedroom idea to being ranked on the Inc. 5000 (#676) within the first four years of operation.
He produces and hosts a popular podcast series, “Growing Your Firm,” and is a respected writer of blogs and eBooks, and co authored the best-selling, “Double Your Accounting Firm: Lessons Learned on How Top Firms Grow Faster, Build Stronger Teams, and Increase Profit.” In a focused and impactful way, David is helping others embrace the modernization and changes that are redefining the accounting industry.
Connect with David:
- Listen to his podcast: Growing Your Firm
- Connect on LinkedIn
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
In this episode you’ll hear:
- the importance of separating processes in onboarding
- tech and tools we both use to automate onboarding as much as possible
- a walk through of the onboarding process & touch points with clients
Resources mentioned in this episode (some of these are affiliate links):
PROGRAMS:
- Dubsado Decoded
- Breakthrough
- Kickoff With Asana
SOFTWARE:
- Dubsado
- Content Snare
- Plooto
- Asana
- Google Drive (Workspace)
- Zapier
- Keeper
- Clockify
- Slack
- Notion
OTHER PODCASTS WITH ALYSSA:
- @Hannah Martin link all the other episodes with Alyssa as a guest
[if guest info paste here]
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the Bookkeeping Biz Workshops HERE>
Workshops Schedule:Noon PDT EACH DAY
- Mon 9/11 - Pre-party: What to expect
- Tue 9/12 - WORKSHOP 1: What It Really Takes
- Wed 9/13 - WORKSHOP 2: All About that Tech
- Thu 9/14 - WORKSHOP 3: Creating a Business, not a J.O.B.
- Fri 9/15 - Masterclass: Selling without the Sleaze
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
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:
Visit our website >
Follow the Blog >
Connect on IG >
Connect on LinkedIn >
Connect on FB >
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the Bookkeeping Biz Workshops HERE>
Workshops Schedule:Noon PDT EACH DAY
- Mon 9/11 - Pre-party: What to expect
- Tue 9/12 - WORKSHOP 1: What It Really Takes
- Wed 9/13 - WORKSHOP 2: All About that Tech
- Thu 9/14 - WORKSHOP 3: Creating a Business, not a J.O.B.
- Fri 9/15 - Masterclass: Selling without the Sleaze
Struggling to market yourself because you’re an Introvert? Listen to this Minisode to hear how I market as an introvert!
In this episode you’ll hear:
- 5 places to market yourself
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
In this episode you’ll hear:
- The number one thing to think about when starting or growing a firm
- How to analyze your client base for niching down (step by step!)
- The most important quality to look for in hiring senior employees
Resources mentioned in this episode:
- The Lifestyle Accountant Podcast
About our guest:
Meryl is a Chartered Accountant and investor.
She founded Bean Ninjas in July 2015 with $1,000 following the 7 Day Startup methodology. Now 8 years later the company operates in Australia, the US and UK and has a distributed team of 30 people.
After 6 years as CEO, Meryl stepped into a part-time advisor role at Bean Ninjas and has a leadership team running the day to day operations (this was in December 2021).
She is now focused on her podcast, the Lifestyle Accountant Show, and investing in businesses in the accounting industry.
On the weekends Meryl can be found surfing at a local Gold Coast beach or hanging out with her partner and two daughters.
Connect with Meryl
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join Breakthrough for Bookkeepers & Accountants for $1000 off regular pricing >>
Join Dubsado Decoded for $197 off >>
Get 20% off of Dubsado >>
Join the Bookkeeping Biz Workshops HERE>
Workshops Schedule:Noon PDT EACH DAY
- Mon 9/11 - Pre-party: What to expect
- Tue 9/12 - WORKSHOP 1: What It Really Takes
- Wed 9/13 - WORKSHOP 2: All About that Tech
- Thu 9/14 - WORKSHOP 3: Creating a Business, not a J.O.B.
- Fri 9/15 - Masterclass: Selling without the Sleaze
In this NICHE series episode, I talk with Kelly, owner of Summer Dove Bookkeeping, a niche firm specializing in bookkeeping for real estate professionals. She shares how she has noticed a common trend among many RE agents - they often treat their commission as a paycheck - and how she supports them in embracing a more business-oriented approach. She also opens up about her experience in the industry and how she got to where she is today.
In this episode you’ll hear:
- Tips on finding contractors & building a team, as well as creating a positive work culture
- Challenges of managing client growth and increased volume
- How Kelly implements scope reviews to ensure fair pricing
Resources mentioned in this episode:
- The Bookkeeping Business Accelerator®️
- The Bookkeeping Client Closer (mini-course)
- Leadership Coaching with Meriah
- Kickoff With Asana (affiliate link)
- Dubsado (affiliate link)
- Episode on LinkedIn Marketing Strategies
About our guest:
Kelly is the owner of Summer Dove Bookkeeping, wife of a hobby enthusiast, and Mama to three wild little boys. She lives in the mountains of East Tennessee where she and her family go on lots of adventures. She runs on coffee, Jesus, and sarcasm, and she strives to help everyone around her feel at peace.
Connect with Kelly:
- Follow on IG @summerdovebookkeeping
- Check out her DIY Profit Tracker - Perfect for RE Agents or other solopreneurs who need to track their finances but aren't ready for a bookkeeper yet!
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 website: ambitiousbookkeeper.com
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitious
August 21 - 25
Daily Sessions: 12 PM Eastern
Daily Q&As: 5 PM Eastern
FOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!
Join Dubsado Decoded for $197 off >>
Get 20% off of Dubsado >>
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this NICHE series episode, I chat with Haley Bonczek, who specializes in the Property Management industry. She’s the owner of Thrive Bookkeeping and a mother of three, and has overcome many challenges on her journey to find the perfect balance between being a mom and running a successful bookkeeping business.
In this episode you’ll hear:
- Haley’s business model
- Balancing motherhood with a bookkeeping business
- Deciding when clients are worth the time and the off-boarding process
Resources mentioned in this episode:
- The Bookkeeping Business Accelerator®️
- The Bookkeeping Client Closer (mini-course)
- Bookkeeper Launch
About our Guest:
Haley started her business back in 2017 with the intention of creating a sustainable job that she could continue to do once she had children. Her oldest daughter was born in 2019 and she maintained a business that had no niche, few systems, and a couple of contractors for about a year before she became fed up with the cycle of stress it was causing her. Fast-forward to today, she has focused in on her niche, has two contractors, and is working hard on the business to create repeatable systems and processes.
Connect with Haley:
- Website >
- Instagram >
- Facebook >
- LinkedIn >
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitious
August 21 - 25
Daily Sessions: 12 PM Eastern
Daily Q&As: 5 PM Eastern
FOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this NICHE series interview I chat with Tyler Otto, who specializes in the Hospitality industry — from his corporate days in Finance, he’s built a successful firm and is sharing some insights about growing a team and marketing his firm to get it off the ground.
In this episode you’ll hear:
- Tyler’s go-to market strategy to gain initial clients after he lost his corporate job during the pandemic
- How he has attracted stellar team members & how his team is structured
- How he’s been able to keep team morale up to retain talent
Resources mentioned in this episode:
- The Bookkeeping Business Accelerator®️
- The Bookkeeping Client Closer (mini-course)
- Bookkeeper Launch
- Keeper
- Traction - by Gino Wickman
- Rocketfuel - by Gino Wickman
- E-Myth - By Michael Gerber
About our Guest:
Tyler Otto is the owner of Specialty Bookkeeping, LLC, where he has developed a winning formula for an innovative, virtually based accounting and tax firm. His company leverages technology to simplify client’s financial processes, creating greater visibility into their financials and driving profit. He has extensive experience in the finance side of the hotel and tourism industry where he has also served as the Corporate Director of Finance with Imprint Hospitality in 2020.
Tyler has a passion for team development and promoting fun and collaborative cultures. Tyler is a fanatic about making new relationships and collaborating with others on large projects. He lives in Salt Lake City, Utah with his wife Karen and two children. When he’s not geeking out in Visual Basic, he’s found in the woodshop doing any number of woodworking projects, or on his road bike.
Connect with Tyler:
LinkedIn >
Youtube >
Excel Course >
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashou
Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitious
August 21 - 25
Daily Sessions: 12 PM Eastern
Daily Q&As: 5 PM Eastern
FOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this NICHE series episode, I interview Kirstin Reader, owner of Purple Sapphire Business Solutions - which specializes in Tourism & Travel companies. Listen in as we cover a wide range of topics for a smaller bookkeeping firm in this niche! Kirstin serves her clients with the help of a part time bookkeeper and only spends about 20 hours a week in/on her business, as she also homeschools her 4 school aged children (3 have already graduated!)
In this episode you’ll hear:
- How Kirstin uses GoProposal to price her clients
- The specific pain points seasonal businesses experience
- How attending industry conferences has helped Kirstin become more of an expert in her niche
- BONUS: I share an idea on how to help DIYers in her niche — that you can apply to your own industry as well!
Resources mentioned in this episode:
- The Bookkeeping Business Accelerator®️
- The Bookkeeping Client Closer (mini-course)
Kirstin is a Certified Digital Bookkeeper, Enrolled Agents, and Certified Tax Coach. She owns Purple Sapphire Business Solutions, which provides tax planning and preparation services to business owners and bookkeeping services to businesses in the travel and tourism industry.
Connect with Kirstin:
Facebook: @purpletaxes
Website: www.purpletaxes.com
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the next free training at ambitiousbookkeeper.com/training
Join us inside of the Bookkeeping Business Accelerator today!
Option 1: VIP - includes group mentoring calls & coworking sessions
Option 2: Self-Paced: includes all course content to complete at your own pace!
In this Niche Series interview episode, I talk with Dan Luthi, Partner at Ignite Spot Accounting. This epi is particularly interesting because Dan’s firm doesn’t have a niche! So we chat about all their unique strategies and the power of collaborating, investing, and advertising.
In this episode you’ll hear:
- team structure and growth opportunities for employees
- billing based on annual recurring revenue
- streamlining workflows and managing platform updates
Resources mentioned in this episode:
- The Bookkeeping Business Accelerator®️
- The Bookkeeping Client Closer (mini-course)
About our guest:
Dan Luthi is a Partner at Ignite Spot Accounting. For over a decade, he has worked with small businesses throughout the United States to do excellent accounting and make it useful for each business owner’s life and employee. Dan’s current position focuses on our clients’ needs through process development, system management, customer care, and business development. In addition, being a member of Intuit’s Accountant Council, Intuit’s Payroll Council, Gusto’s Partner Accountant Council, a member of Accounting Salon, and Bill.com Accountant Council have allowed him to directly share immediate client needs and feedback with their key providers. Each of these partnerships and several certifications will enable him to fulfill his joy of helping clients bridge the gap between accounting and personal goals.
Connect with Dan in LinkedIn >
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the next free training at ambitiousbookkeeper.com/training
Join us inside of the Bookkeeping Business Accelerator today!
Option 1: VIP - includes group mentoring calls & coworking sessions
Option 2: Self-Paced: includes all course content to complete at your own pace!
In this Niche Series podcast, I chat with new firm owner Sean Coggins about his recent jump from corporate and how he’s setup his business in his first year. He’s making a new switch to the Cannabis industry, and we are diving into what his go-to-market strategy has been.
In this episode you’ll hear:
- Sean’s go-to-market strategy
- Sean’s minimum pricing for monthly engagements and how he ‘upsells’ additional services
- Tips for networking as an introvert
Resources mentioned in this episode:
- The Bookkeeping Business Accelerator®️
- The Bookkeeping Client Closer (mini-course)
About Our Guest:
Sean has 10+ years professional experience working in both public and private accounting. During his tenures at both a Top 5 international firm in Baltimore, MD and a regional firm in Annapolis, MD, Sean has provided financial statement audit, review, and compilation services, as well as various forms of financial consulting to clients across many different industries.
Sean has focused his efforts within the technology, real estate, and manufacturing/distributing industries. He also has extensive experience assisting businesses with critical issues, including revenue recognition principles, design of internal control systems, and complex financial reporting.
Sean has been instrumental in adding value to the clients he serves and enjoys partnering with businesses on each of their unique journeys.
Sean currently resides in Severna Park, MD with his wife and two young children. When not working, Sean can be found chasing the children around a playground or enjoying time boating with his family.
Connect with Sean on LinkedIn >
Visit Sean’s Website >
📊 Sean is partnering with Excel Dictionary for new products coming soon. Here is the link to their store: https://shop-excel-dictionary.com?sca_ref=3626849.bhI9YMCx34
Discount code: COGGINS10
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to:
Join the next free training at ambitiousbookkeeper.com/training
Join us inside of the Bookkeeping Business Accelerator today!
Option 1: VIP - includes group mentoring calls & coworking sessions
Option 2: Self-Paced: includes all course content to complete at your own pace!
In this interview episode I talk with the owner of a niche firm called REI Bookkeeping Babes—a firm that specializes in helping female real estate investors. We talk about her marketing strategies, pricing, and so much more!
In this episode you’ll hear:
- when Randy got started with bookkeeping
- how she found her first niche & transitioned to the one she’s in now
- marketing strategies she’s used
- secrets to her success
Resources mentioned in this episode:
- Bookkeeper Launch
- The Bookkeeping Business Accelerator®️
- The Bookkeeping Client Closer (mini-course)
About Randy
Randy Ballen has been a bookkeeping professional for over 15 years. She opened her original firm, Ballen Bookkeeping, over 5 years ago and in January of 2022 partnered with another bookkeeping firm to create a joint venture of REI Bookkeeping Babes. She also has a real estate investing business and recently started a nonprofit to address housing insecurity in vulnerable populations. She’s really passionate about lifting women up and empowering them to go after their biggest and best dreams. She has a 35 year old son and a wonderful daughter-in-law and lives in sunny Florida. She loves all the Arts, music and dancing most of all.
Connect with Randy:
- Add her on Facebook: https://www.facebook.com/randy.ballen
- Check out her nonprofit: roomtorise.org
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the next free training at ambitiousbookkeeper.com/training
Join us inside of the Bookkeeping Business Accelerator today!
Option 1: VIP - includes group mentoring calls & coworking sessions
Option 2: Self-Paced: includes all course content to complete at your own pace!
In this strategy episode, we explore pricing and differentiating value within your service packages, open up about burnout and the importance of work-life balance, and share insights into team meetings, hiring methods, and time management strategies.
In this episode you’ll hear:
- tips on splitting up and elevating packages
- advice on balancing work and rest
- strategies for taking on a team
- recommended tools and processes for efficiency
Resources mentioned in this episode:
- Kickoff With Asana
- Elevate
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the next free training at ambitiousbookkeeper.com/training
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the next free training at ambitiousbookkeeper.com/training
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the next free training at ambitiousbookkeeper.com/training
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the next free training at ambitiousbookkeeper.com/training
On this episode, we’re airing another Q&A! This time, Serena answers questions from students in BBA VIP. She shares tips and tricks on file-sharing systems, backup software, core values, hiring strategies, and more.
In this episode you’ll hear:
- how to utilize Google Drive and Hubdoc for your business
- strategies for finding quality candidates for hiring
- perks of being in BBA VIP
Resources mentioned in this episode:
- See how The Bookkeeping Business Accelerator® VIP can help you start or grow your bookkeeping business ↗️
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the next free training at ambitiousbookkeeper.com/training
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join The Bookkeeping Business Accelerator today and get $500 off the regular price!
CLICK HERE TO ENROLL
Join the next free training at ambitiousbookkeeper.com/training
We want your questions! We’re putting together a special episode for our 100th episode. We’d love for you to submit a question to be answered on air! Record a voicenote and email it to support@ambitiousbookkeeper.com with the subject line: 100th Podcast
Loyalty is a good character trait, but it can be detrimental to the health of your business
Balancing loyalty to clients with prioritizing yourself and your business can be a challenging task, but it is an essential part of running a successful business
So in this episode, I’m jamming on ways to manage this and things to think about
Resources mentioned in this episode:
- Join the Bookkeeping Business Accelerator for support with this and other areas of your business >>
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join The Bookkeeping Business Accelerator today and get $500 off the regular price!
CLICK HERE TO ENROLL
Join the next free training at ambitiousbookkeeper.com/training
In this episode you’ll hear:
- Misa’s journey from when she started The Bookkeeping Business Accelerator in 2020 to now
- Tips for standing out in our industry & getting clients
- Misa’s QBO Intensive process
- How to collect and organize ideas for future content
- Misa’s favorite part & most beneficial piece of being a part of The Bookkeeping Business Accelerator
Resources mentioned in this episode:
- Like Know Trust Show
- The Bookkeeping Business Accelerator
Misa is your go-to bookkeeping expert and QuickBooks guru.
As the founder and CEO of Perfectly Kept Books®, she is on a mission to help women get comfortable with their numbers so they can feel empowered to make better business decisions. Misa knows that bookkeeping can be a real barrier to success, and she is passionate about removing that barrier by making bookkeeping easy and stress-free.
Misa believes that everyone deserves to have access to the information and tools they need to thrive in their business no matter where they are in their business journey. If you're looking for a bookkeeper who is passionate about helping women succeed, look no further than Perfectly Kept Books.
She lives in Dallas, TX with her creative daughter. When she's not crunching numbers, she enjoys reading, listening to music, watching movies, and spending time with family and friends.
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join The Bookkeeping Business Accelerator today and get $500 off the regular price!
CLICK HERE TO ENROLL
Join the next free training at ambitiousbookkeeper.com/training
In this episode, Serena talks about how to balance gaining new clients with delivering on promises for current clients.
In this episode you’ll hear:
- Prioritize communication with current clients
- Schedule specific times for client acquisition efforts
- Consider outsourcing non-essential tasks
- Experiment with different strategies to find what works best for your business
- Set realistic expectations for yourself and your clients
- Don't be afraid to ask for help or advice from others in the industry
Resources mentioned in this episode:
- The Bookkeeping Business Accelerator - Open for enrollment on sale May 22-May 26
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join The Bookkeeping Business Accelerator today and get $500 off the regular price!
CLICK HERE TO ENROLL
Join the next free training at ambitiousbookkeeper.com/training
We want your questions! We’re putting together a special episode for our 100th episode. We’d love for you to submit a question to be answered on air! Record a voicenote and email it to support@ambitiousbookkeeper.com with the subject line: 100th Podcast
In this interview episode, I interview a local CPA firm owner, Stephen Crandall, who I met at a Young Professionals Networking event!
Stephen brings 10 years of experience running his firm into a value-packed conversation with me. you don’t want to miss this one!
This episode is a must listen, no matter where you are on your journey, as it will give you insight to what it’s like to grow a sizable firm.
In this episode you’ll hear:
- transitioning from public audit to owning a firm
- handling big mistakes
- when you know you’re ready to strike out on your own
- developing talent
- acquisitions and more!
Stephen is a CPA and CPA firm business owner. He started his firm in 2014 and has grown to a 25 person firm with offices in Prescott and Scottsdale, AZ. They are a traditional full service CPA firm but operate with a nontraditional fun, hard working, and very friendly group of professionals.
Connect with Stephen:
Website: https://www.scaasolutions.com/
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join The Bookkeeping Business Accelerator today and get $500 off the regular price!
CLICK HERE TO ENROLL
Join the next free training at ambitiousbookkeeper.com/training
Join us for another mini episode on leadership with our Leadership coach, Meriah Ayer, as she takes you inside of the Leadership Blueprint to share 7 questions you can ask yourself to help you discover if hiring is a fit for. Plus how to set yourself up for hiring successfully.
In this episode you’ll hear:
- How to know if hiring is a fit for you
- How to find the best candidate for your firm
- How to determine your boss brand
Resources mentioned in this episode:
- Core Values to Run Your Business On - Listen for some mission statement examples!
- [Leadership] Thinker, Doer, or Dreamer - Listen for how you can enhance your dreaming!
- [Leadership] Your Brand is More Than a Logo - Listen for why your mission, vision, and values are so foundational to your firm (even if you don’t plan on building a team!!)
Meriah is the Leadership Coach and Director of Operations at The Ambitious Bookkeeper. If you’re ready to take your leadership to the next level as you grow your business, you can find out how to work with Meriah at ambitiousbookkeeper.com/leadershipcoaching
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Register for the Bookkeeping Biz Workshops >>
The Workshops Schedule (at 2pm PDT):
Preparty: Mon May 15
Workshop 1: Tue May 16
Workshop 2: Thu May 18
Workshop 3: Fri May 19
Bonus Q&A Mon May 22 @ 9 AM
Register for the Bookkeeping Biz Workshops >>
Join us inside of the Bookkeeping Business Accelerator today!
Option 1: VIP - includes group mentoring calls & coworking sessions
Option 2: Self-Paced: includes all course content to complete at your own pace!
Listen in to an on-air strategy session with one of my students!
In this episode you’ll hear:
- How to handle 10k of prior year transactions on a cleanup when the client has already filed those taxes
- How to have a conversation with a client about compliance issues and presenting multiple options
- How to handle when a client doesn’t take your advice or can’t afford to hire you to implement
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the next free training at ambitiousbookkeeper.com/training
Join us inside of the Bookkeeping Business Accelerator today!
Option 1: VIP - includes group mentoring calls & coworking sessions
Option 2: Self-Paced: includes all course content to complete at your own pace!
In this interview episode, I chat with Mallika Malhotra about brand strategy, niching, and positioning. A continuation of last week’s topic around marketing!
In this episode you’ll hear:
- How to begin working on your branding
- How to define a niche whether you’re established or brand new
- How to position your team as part of your branding if you are building an agency
Resources mentioned in this episode:
- Be sure to watch for her September Mastermind
Mallika Malhotra is The Brand CEO, an award-winning branding expert, confidence-stirring mentor, dynamic speaker, and author. For years, she worked in corporate advertising on big brands like L’Oreal, Oil of Olay, and Hidden Valley Ranch. Now she helps women entrepreneurs master their message, stand out in their crowded market with a power niche, and develop brands that are magnetic, memorable and money-making. She’s on a mission to empower women to unleash their power so they can achieve leadership and success. When she's not building brands, Mallika is drinking coffee or red wine, reading a stack of books and dreaming about their next global adventure. She lives in beautiful Maine with her husband, 3 sons and mini Bernedoodle, Jax.
Connect with Mallika:
http://www.mallikamalhotra.co
http://www.instagram.com/mallikamalhotra.co
https://www.facebook.com/mallikamalhotra.co
http://www.linkedin.com/in/mallikamalhotraco
Free Ready, Set, Brand tool : https://mallikamalhotra.co/home/#freebie
Free Facebook Brand Group : http://bit.ly/brandpowerhourcommunity
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate
Join Kickoff With Asana for Bookkeepers + Accountings here:
workflowqueen.com/ambitious
Join us inside of the Bookkeeping Business Accelerator today!
Option 1: VIP - includes group mentoring calls & coworking sessions
Option 2: Self-Paced: includes all course content to complete at your own pace!
In this interview episode I have Michael King from the CFO Accelerator on to chat about marketing, branding, and positioning your firm.
In this episode you’ll hear:
- The importance of branding
- an exercise you can do to figure out why you’re attracting the ‘wrong’ clients
- keeping your marketing machine (examples, too!) going even when you aren’t accepting new clients
- How to manage the ChatGPT conversation with clients
Connect with Michael on Instagram @thecfoaccelerator
Sign up for his 5 Minute Fractional CFO Newsletter: https://www.thecfoaccelerator.com/blog
Attend the CFO Accelerator LIVE: https://www.thecfoacceleratorlive.com
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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: https://www.iangilliam.com/sabr-media-llc
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join Kickoff With Asana for Bookkeepers + Accountings here:
workflowqueen.com/ambitious
Join us inside of the Bookkeeping Business Accelerator today!
Option 1: VIP - includes group mentoring calls & coworking sessions
Option 2: Self-Paced: includes all course content to complete at your own pace!
Join us for another mini episode on leadership with our Leadership coach, Meriah Ayer, as she takes you inside of the Leadership Blueprint to explore practical strategies you can implement to help you be a successful CEO.
In this episode you’ll hear:
- Tips for shifting your mindset
- How to embrace growth
- The importance of taking action
- The power of consistent positive habits
- Your keys to success as a CEO
Resources mentioned in this episode:
- Leadership Coaching with Meriah - Explore how you can work with Meriah!
Meriah is the Leadership Coach and Director of Operations at The Ambitious Bookkeeper. If you’re ready to take your leadership to the next level as you grow your business, you can find out how to work with Meriah at ambitiousbookkeeper.com/leadershipcoaching
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join Kickoff With Asana for Bookkeepers + Accountings here:
workflowqueen.com/ambitious
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this special interview episode, I have my sister on the podcast! She’s a a former social worker and relationship therapist-turned-coach here to talk about building a strong inner circle of friends.
In this episode you’ll hear:
- why strong friendships are important for entrepreneurs
- how to be intentional about building relationships
- how to manage capacity & boundaries in business (and your personal life!)
Resources mentioned in this episode:
- The Art Of Asking by Amanda Palmer
- Free Inner Circle Assessment - use code AMBITIOUS at checkout!
- Workshop
About our guest:
A former social worker and relationship therapist-turned-coach, Rita is passionate about helping other women and entrepreneurs deepen their connections to others. As a mom and entrepreneur with over a decade in the field of mental health counseling, she's seen how critical it is to have a circle of emotionally intimate friends. She has many hobbies and passion projects centered around building strong communities and enjoying the outdoors.
Connect with Rita:
www.ritahallaveldcoaching.com
rita@ritahallaveldcoaching.com
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the Workflows Made Simple 5 Day Free Challenge here:
workflowqueen.com/ambitious
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
Our on-air 1-1 strategy sessions are back! Listen in today as I mentor and coach a student of mine through feeling overwhelmed and at capacity while still wanting to grow her business.
In this episode you’ll hear:
- tips for deciding on what to delegate
- steps to take to create guardrails around your time
- introducing the waitlist & intake form to filter out prospects
Would you like a strategy session? You can book yours here!
Or join our Small Group Mentoring calls here.
About Ashly
Ashly is the founder of Precision Advising and Consulting. She focuses on helping service-based small businesses and family farms understand their finances and how to be current and accurate so they can make sound business and financial decisions.
Ashly loves to help others, especially other small business owners. She is passionate about the work and talent of each client and enjoys being her clients’ “go-to” person for all small business accounting, advising, and consulting needs.
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the Workflows Made Simple 5 Day Free Challenge here:
workflowqueen.com/ambitious
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this interview episode, I am chatting with one of my clients, Marisa, about how she’s been leveraging LinkedIn and relationship marketing to book clients and grow her audience. Grab your notebook, because we have lots of actionable tips and advice around LinkedIn!
In this episode you’ll hear:
- How to connect with B2B on LinkedIn
- What kind of content works well
- How often to post & engage
- 5 tips for growing your authority on LinkedIn
About our guest:
Marisa is a Ray Edwards Certified Copywriter and "You Are the Brand" expert. She's the founder of Copy Connection, an online copywriting program that helps business owners promote like a pro and increase sales. In addition, she is the host of the "Resilient Faith Online" podcast.
Connect with Marisa: https://www.linkedin.com/in/marisashadrick/
Download her free resource:
https://marisashadrick.ac-page.com/Turn_Knowledge_Into_Online_Revenue
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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: https://www.iangilliam.com/sabr-media-llc
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Register for The CFO Accelerator LIVE:
May 16-18 in Dallas, Texas
Master the three critical skills of the successful fractional CFO:
- CFO Technical Skills
- CFO Leadership Skills
- And CEO Skills
And learn the 7 game-changing frameworks that will ignite your firm's growth and maximize your impact on clients!
www.thecfoacceleratorlive.com
Join the Workflows Made Simple 5 Day Free Challenge here:
workflowqueen.com/ambitious
In this episode, our leadership coach, Meriah, is interviewing ME, Serena, on my full story & journey on getting to where we are today!
In this episode you’ll hear:
- How I got into accounting
- Tips for managing a sidehustle/studying for the CPA exam
- Creating a plan to leave your 9-5
- and much more!
Resources mentioned in this episode:
- The Bookkeeping Business Accelerator
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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 Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Register for The CFO Accelerator LIVE:
May 16-18 in Dallas, Texas
Master the three critical skills of the successful fractional CFO:
- CFO Technical Skills
- CFO Leadership Skills
- And CEO Skills
And learn the 7 game-changing frameworks that will ignite your firm's growth and maximize your impact on clients!
www.thecfoacceleratorlive.com
Join the Workflows Made Simple 5 Day Free Challenge here:
workflowqueen.com/ambitious
Join us for another mini episode on leadership with our Leadership coach, Meriah Ayer, as she takes you inside of the Leadership Blueprint to explore the importance of crafting & defining your mission, vision, and values, while offering actionable tips for establishing each one.
In this episode you’ll hear:
- how to create your mission, vision, and values
- why they’re so foundational to your firm (even if you don’t plan on building a team!!)
- what your firm’s most valuable virtue is
Resources mentioned in this episode:
- Core Values to Run Your Business On - Listen for some mission statement examples!
- [Leadership] Thinker, Doer, or Dreamer - Listen for how you can enhance your dreaming!
- Leadership Coaching with Meriah - Explore how you can work with Meriah!
Meriah is the Leadership Coach and Director of Operations at The Ambitious Bookkeeper. If you’re ready to take your leadership to the next level as you grow your business, you can find out how to work with Meriah at ambitiousbookkeeper.com/leadershipcoaching
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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: Ian Gilliam: https://www.iangilliam.com/sabr-media-llc
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Register for The CFO Accelerator LIVE:
May 16-18 in Dallas, Texas
Master the three critical skills of the successful fractional CFO:
- CFO Technical Skills
- CFO Leadership Skills
- And CEO Skills
And learn the 7 game-changing frameworks that will ignite your firm's growth and maximize your impact on clients!
www.thecfoacceleratorlive.com
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this solo episode I tackle two of the most common questions I get asked about: pricing & diagnostic reviews!
In this episode you’ll hear:
* why you shouldn’t fall for the trap of pricing like your competitors
* why Bench & Pilot are able to charge as low as they do
* why you should incorporate diagnostic reviews into your proposal process
* what you’ll need from clients to complete a diagnostic review
Resources mentioned in this episode:
* The Bookkeeping Business Accelerator
+ nail down your pricing strategies
+ learn the complete diagnostic review process in QBO & Xero
* Connect with Alyssa, the Workflow Queen, to learn about her free diagnostic review!
* EP 85: Choosing the Right Marketing Strategy with Alyssa Lang
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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: Ian Gilliam: iangilliam.com
* Descript (affiliate link)
* Buzzsprout (affiliate link)
Register for The CFO Accelerator LIVE:
May 16-18 in Dallas, Texas
Master the three critical skills of the successful fractional CFO:
- CFO Technical Skills
- CFO Leadership Skills
- And CEO Skills
And learn the 7 game-changing frameworks that will ignite your firm's growth and maximize your impact on clients!
www.thecfoacceleratorlive.com
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
This week we welcome back a good friend of mine and repeat guest - Alyssa Lang, the Workflow Queen, to talk about choosing a marketing strategy that’s right for you.
In this episode you’ll hear:
- Alyssa’s current marketing campaign for her bookkeeping firm
- My current marketing strategy
- Comparing and contrasting why we both chose these differing strategies
About our guest
Alyssa, aka the Workflow Queen, teaches bookkeepers and accountants how to utilize tech and automation to create better workflows, systems and processes. As a result they can run their practices on autopilot, stress less and save time!
After being in the accounting world for five years, Alyssa struggled with streamlining her practice. She felt frustrated and nervous and couldn't sleep at night not knowing where her client work would come from. She was overwhelmed by all the daily tasks, lost track of work and just couldn't keep up.
Alyssa hit a wall and decided to make a change, so she started to automate her practice by creating workflows, systems and processes. She was then able to run her practice and take on more clients, scale and provide excellent service in the process!
These days Alyssa’s a full-time educator. She’s also an Asana Certified Pro and her courses and resources have helped hundreds of bookkeepers and accountants worldwide!
Listen to The Conquering Workflows & Systems Podcast
Connect with Alyssa: workflowqueen.com
Join the waitlist for the upcoming Workflows Made Simple Challenge >>
https://learn.workflowqueen.com/5-day-free-challenge
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.
Register for The CFO Accelerator LIVE:
May 16-18 in Dallas, Texas
Master the three critical skills of the successful fractional CFO:
- CFO Technical Skills
- CFO Leadership Skills
- And CEO Skills
And learn the 7 game-changing frameworks that will ignite your firm's growth and maximize your impact on clients!
www.thecfoacceleratorlive.com
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
Everyone is talking about 1099s right now but there’s another tax form you should be aware of as a bookkeeper. I’m going to give you my year end pointers in this episode so you catch many of the things your clients need to handle at year end. Or that you can handle for them, and be the expert they rely on to know these things!
In this episode you’ll hear:
- Business Property Tax
- 1099s
- Annual Corporation filings
Head to ambitiousbookkeeper.com/store and grab the workshops bundle to get my sales tax and 1099 workshops
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Register for The CFO Accelerator LIVE:
May 16-18 in Dallas, Texas
Master the three critical skills of the successful fractional CFO:
- CFO Technical Skills
- CFO Leadership Skills
- And CEO Skills
And learn the 7 game-changing frameworks that will ignite your firm's growth and maximize your impact on clients!
www.thecfoaccelerator.com
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
Join us for the first mini episode on leadership with our Leadership coach, Meriah Ayer as she takes you inside of the Leadership Blueprint to discover whether you are a Thinker, Doer, or Dreamer, and how to strengthen the qualities you need, to be the leader you desire to be.
Meriah is the Leadership Coach and Director of Operations at The Ambitious Bookkeeper. If you’re ready to take your leadership to the next level as you grow your business, you can find out how to work with Meriah at ambitiousbookkeeper.com/leadershipcoaching
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Register for The CFO Accelerator LIVE:
May 16-18 in Dallas, Texas
Master the three critical skills of the successful fractional CFO:
- CFO Technical Skills
- CFO Leadership Skills
- And CEO Skills
And learn the 7 game-changing frameworks that will ignite your firm's growth and maximize your impact on clients!
www.thecfoaccelerator.com
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
For this episode, I decided to play another panel interview I held with some students from our Elevate Summer Sprint last year. They share what this course truly has to offer!
In this episode you’ll hear:
- some of the roadblocks students struggled with before Elevate
- what Elevate entails & how it works
- how Elevate can help you finally get compensated for the services you’re providing
Resources mentioned:
- The Ultimate Guide to Creating a Profitable Bookkeeping Business
- Elevate
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Register for The CFO Accelerator LIVE:
May 16-18 in Dallas, Texas
Master the three critical skills of the successful fractional CFO:
- CFO Technical Skills
- CFO Leadership Skills
- And CEO Skills
And learn the 7 game-changing frameworks that will ignite your firm's growth and maximize your impact on clients!
www.thecfoaccelerator.com
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this solo episode, I’m sharing a couple of my biggest mistakes in business and how I’ve handled them. And if you’re curious about offering higher level services (CFO/advisory) to clients, you’ll definitely want to listen to this one.
In this episode you’ll hear:
- how to handle “bad” investments
- shifting perspective when making mistakes
- radical responsibility
- how not to offer advisory services
Programs + resources mentioned:
Elevate - Self-paced
The Bookkeeping Business Accelerator®
James Wedmore (one of my mentors)
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Register for The CFO Accelerator LIVE:
May 16-18 in Dallas, Texas
Master the three critical skills of the successful fractional CFO:
- CFO Technical Skills
- CFO Leadership Skills
- And CEO Skills
And learn the 7 game-changing frameworks that will ignite your firm's growth and maximize your impact on clients!
www.thecfoaccelerator.com
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this episode we are playing a panel interview I held with a couple of Accelerator students from a previous cohort. I thought it would be fun to take a little trip down memory lane as we kick off 2023 to inspire you whether you’re in the dreaming stage of starting your business or you have a full roster and you’re thinking of ways to grow and shift your business to serve you better.
I’ll be interviewing Bahiya Thompson and Penny Rose.
In this episode you’ll hear:
- A bit of their journeys
- Biggest takeaways from BBA
- Their favorite part of The Bookkeeping Business Accelerator
- Their advice to anyone thinking of joining BBA
We’d like to invite you to join BBA VIP today - we have Live Q&A Calls on the first Wednesday of each month, hot seat calls on the second Wednesday, and coworking sessions on 3rd Wednesday's. Join HERE>
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Register for The CFO Accelerator LIVE:
May 16-18 in Dallas, Texas
Master the three critical skills of the successful fractional CFO:
- CFO Technical Skills
- CFO Leadership Skills
- And CEO Skills
And learn the 7 game-changing frameworks that will ignite your firm's growth and maximize your impact on clients!
www.thecfoaccelerator.com
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this episode, I interview Simone, founder & host of the Cannabis Business Minds Podcast, a former auditor and current consultant in the financial industry. She shares her story about getting into cannabis accounting and how she helps accountants and cannabis customers navigate the industry. Many tips will translate into any type of accounting practice.
In this episode you’ll hear:
- Freelance vs consulting
- The importance of pre-education in acquiring clients
- Interviewing business owners to learn their pain points
- Changing the accounting industry
And more
About our guest:
Simone Cimiluca-Radzins is a CPA with a vision to see a world where financial freedom is attainable for every individual that can dream, train, hustle, and repeat.
Simone has more than a decade of experience helping Fortune 500 companies and startups improve operations, raise capital, and build better strategies to drive profit and empower employees.
From corporate to cannabis, Simone made the jump into entrepreneurship in 2015 working with governments, community organizations, and startups to help build the nascent cannabis industry.
Today, Simone trains entrepreneurs on how to confidently find their place as a CEO and have the tools to build a profitable business.
Connect with Simone:
Her podcast: CannabisBusinessMinds.com
Instagram: @businesswithsimone and @cannabisbusinessminds
Accountants Guide to Working in Cannabis download available here: https://www.cbmnetwork.com/courses/cfb
Resources mentioned in this episode:
Earmark CPE (You can get CPE for listening to our interview episodes like this one… new episodes being added frequently!)
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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: Ian Gilliam:
Register for The CFO Accelerator LIVE:
May 16-18 in Dallas, Texas
Master the three critical skills of the successful fractional CFO:
- CFO Technical Skills
- CFO Leadership Skills
- And CEO Skills
And learn the 7 game-changing frameworks that will ignite your firm's growth and maximize your impact on clients!
www.thecfoaccelerator.com
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
This week on the podcast I have my right hand & resident leadership coach, Meriah on the podcast and we’re talking all about core values, mission, and vision for your business as a way to build the culture (and business) you want to have.
Even if you don’t plan on having a large team (or a team at all), this work is still imperative.
It took me years to nail down my Vision, Mission, and Values, and truth be told, they’ll likely continue to morph. But Woweeeeee has this helped us build an A-team! ✨
And I’m so freakin grateful for the culture we’ve built.
In this episode you’ll hear:
- how we’re doing it
- a sneak peak of our actual vision & mission of the firm
- and as I’m writing this list I’m not sure we actually shared our core values but you can find them HERE.
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Register for The CFO Accelerator LIVE:
May 16-18 in Dallas, Texas
Master the three critical skills of the successful fractional CFO:
- CFO Technical Skills
- CFO Leadership Skills
- And CEO Skills
And learn the 7 game-changing frameworks that will ignite your firm's growth and maximize your impact on clients!
www.thecfoacceleratorlive.com
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this interview episode, I chat with Julee Yokoyama, a small business operational consultant who specializes in helping small businesses create contingency plans and succession planning. She helps people answer the question: “if something happens to me, what happens to my business?”
In this episode you’ll hear:
- the difference between contingency planning & succession planning
- why both are still crucial for solo-business owners
- what types of events you can plan for
About our guest:
Julee Yokoyama is a small business operations consultant. She’s a strategist with certifications as a Director of Ops, Project Manager, and End-of-Life Doula. Needless to say, she’s a planner who does her homework, and she helps service-based entrepreneurs do the same by organizing and protecting their business operations. The results? Peace of mind, operational efficiency, business growth, and overall life fulfillment. With 15 years of consulting experience in both corporate and small business settings, she guides and supports her clients through the tough conversations around risk assessment and contingency planning so the mission-critical aspects of their businesses are covered in case of emergency or extended leave.
Julee lives in Seattle, WA with her husband and two fur babies, Lucy and Desi.
Connect with Julee:
YouTube
Get The Project CYA Essentials and start creating a plan for your business if something happens to you.
Legal Website Warrior - Contact Heather Pearce if you’re looking for a lawyer who works in the online business space!
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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: Ian Gilliam:
Register for The CFO Accelerator LIVE:
May 16-18 in Dallas, Texas
Master the three critical skills of the successful fractional CFO:
- CFO Technical Skills
- CFO Leadership Skills
- And CEO Skills
And learn the 7 game-changing frameworks that will ignite your firm's growth and maximize your impact on clients!
www.thecfoaccelerator.com
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
I interview Katie Fleming, an intuitive business coach & podcast host of The Ambitious Mom Podcast, and we talk about how your presence is the most profitable thing you can do, bridging your life with your business, and the number one thing you can do to level up in your business.
In this episode you’ll hear:
- why radical responsibility is important to your success
- looking at things objectively to find the meaning
- what the both and life is all about
Katie Fleming is the founder of the Ambitious Mom® Brand. She is known for Profitable Presence™ and what she calls the “BOTH AND LIFE”. This is her unique ability to build a wildly successful and profitable business empire & a family legacy at the SAME TIME and her deep belief that we don’t have to choose “either or” but we can choose the “both and life” and have it all, NOW. No delay required. From the beginning of her journey she had a Divine Intuition leading her to be BOTH the CEO of a global brand AND the leader and partner on the Homefront leading the legacy within her family and own four walls. BOTH AND. Early on the phrase “pursue your calling both in and out of your home” led her brand and led her evolution BOTH personally AND professionally. Today, her community of ambitious heart centered entrepreneurs are creating impactful and revolutionary businesses that are changing the world while also changing the world within the stewarding of our homes. More joy More income More impact More moments More memories Come experience the BOTH AND LIFE and all that awaits you when you ditch the way it’s been and discover the WAY THAT’S MEANT FOR YOU. Let’s do this thing.
Connect with Katie:
Website
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 and Katie @katiefleming
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
I interview the CEO of Liveplan, Sabrina Parsons, and we chat about worklife balance as a mom; discussions to have with clients and how Liveplan can help support those discussions.
In this episode you’ll hear:
- the mindset shift Sabrina had to make as CEO of a company and mom to little kids
- a piece of advice that would help any bookkeeper add more value to you clients (it’s not even advisory!)
- features on the roadmap for LivePlan
About our guest: Sabrina Parsons is CEO of Palo Alto Software, and developer of the best-selling business management software, LivePlan. Palo Alto Software, with headquarters in Eugene, Oregon, develops software and tools specifically targeted at entrepreneurs and small-business owners. Palo Alto Software employs over 70 employees and gives all employees paid maternity and paternity leave, supports a generous short-term disability policy, and focuses on employee benefits that honor and respect their employees’ whole lives. Sabrina assumed the CEO role in May 2007.
Connect with Sabrina on LinkedIn>
Explore Liveplan
Signup for LivePlan: www.liveplan.com (Students of Elevate get a special discount code for LivePlan!)
Checkout BPlans.com
*******Join* Elevate: Self-Paced HERE**>
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this episode, I get to interview one of my favorite podcast hosts, Natalie Eckdahl, from Biz Chix Inc. She shares a wealth of knowledge with us on outsourcing, building an enduring business, and building an agency model.
In this episode you’ll hear:
- how to talk to your partner about outsourcing things at home
- what an ‘enduring business’ means
- what building an agency could look like
and so much more.
Resources Mentioned:
Built to Sell
The Big Leap
BizChix.com/outsourcing
Connect with Natalie on LinkedIn
Natalie Eckdahl is obsessed with helping women entrepreneurs retain more profit and deliver more impact, and she launched the award-winning BizChix podcast in 2014 to do just that.
Since then, Natalie has helped thousands of women business owners by leveraging her MBA as well as her corporate and small business expertise to provide actionable strategies for profit and growth.
She and her team serve women service business owners through their two group coaching programs - Six Figures Lab and Leadership Lab.
As a wife, mom of three kids ages 8-20 and a caregiver to her Mom, Natalie appreciates how entrepreneurship can give you freedom of time to focus on your VIPs. She loves to drink steaming hot coffee, even in the summer, and last Christmas she asked for an Owl.
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this Interview episode I chat with Co-host Erin Andrews of the Owner’s & Operations podcast for Accountants. We talk about the “traditional firm model” and creating a different work environment for our future accountants.
In this episode you’ll hear:
- What it’s like taking over an accounting firm from your Dad
- What we should (and shouldn’t) be doing to attract talent to our industry as a whole
- What the “traditional accounting firm model is” and what to do about it
- a conversation about building an agency model if you choose
About our guest:
Erin Andrews is the co-host of the Owners & Operations for accounting firm owners. They are on a mission to flip the accounting industry on its head by helping firm owners take control of their business and kiss 70 hour weeks GOODBYE. They offer on-demand courses to help firm owners set the right foundations for their firm, and get out of the traditional accounting firm model. Every Friday they meet in their Private Facebook Group and host discussions aimed at improving processes, operations and the lives of accounting firm owners. They also have a podcast, Owners & Operations - Accountants, where they share their weekly live streams.
Get $300 off of their course by using code **ambitious at checkout.
keeper.app → use code AB 20 for 20% off your first 3 months**
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 & @ownersandoperations
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
Scott Scarano - fellow Xero enthusiast, podcaster, and firm owner joins me today to riff more on getting through burnout, purpose, and building things YOUR way. If you don’t like hearing how human other accountants actually are, don’t listen.
In this episode you’ll hear us talk about:
- checkered pasts
- creativity vs productivity
- Going against the grain and other real sh**
Listen to the end to hear Scott’s Lil Toddler’s most recent accounting rap!
Scott is the host (rapping custodian) of the Accounting High Podcast, the owner of Padgett NC, a franchised accounting firm.
Connect with him on Twitter: https://twitter.com/scottscarano
Connect on LinkedIn:
https://www.linkedin.com/in/scottscarano
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 or twitter @serenashoupcpa.
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
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: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
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: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this special episode, we’re airing a student spotlight interview with an Alum of The Bookkeeping Business Accelerator. You get an inside look into a real bookkeeping business and hear from one of our amazing students! Come listen and get inspired.
In this episode you’ll hear:
- Who Ashly is and where her business started
- How BBA gave Ashly clear processes to follow and lots of confidence to create a flourishing business
- The struggles and benefits of hiring
- The importance of setting up an automated task management system before you actually need one
If you are specifically interested in finding out more information about BBA VIP visit: https://www.ambitiousbookkeeper.com/vip
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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 Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this interview episode, Geraldine and I discuss communicating your value more effectively & exactly what IS valuable. We also discuss how we, as women, can make more money by working on becoming more confident, plus priorities and ‘success’ defined.
In this episode you’ll hear:
- How to communicate your value more effectively & tying to package pricing
- How to reprice underpriced clients
- Why working on your confidence is key in making more money
- 3 roles in a business that you could be filling for your clients
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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 Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
About our guest:
Business Strategy for CPAs Podcast
https://geraldinecarter.com/subscribe
Geraldine Carter is a business coach for CPAs who need help getting off the tax hamster wheel. Her clients routinely add multiple 5-figure engagements to their books within the first few months of working together, while spending less time at the office. Her podcast, Business Strategy for CPAs has more than 100,000 downloads and is ranked in the top ten podcast for CPAs, by Apple Podcasts.
Geraldine holds a BS in Engineering from Cornell University, is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. In her free time, she can be found mountain biking forested trails or running after her two small children in her hometown of Ketchum, ID.
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this episode, Serena Interviews former Clients: Austen & Gina Meier and they discuss some effective ways to market (especially if you have a niche) and tips for getting on your client’s level with how you talk to them.
In this episode you’ll hear:
- strategies for niching down
- where to find your clients
- what business owners struggle with — where you can help!
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the upcoming Elevate: Fall Sprint: ambitiousbookkeeper.com/elevate
Join our VIP Cohort of The Bookkeeping Business Accelerator: ambitiousbookkeeper.com/bba
In this solo episode, I give you some actionable tips on meeting with clients as a way to add value to your bookkeeping services.
In this episode you’ll hear:
- How to set a meeting agenda
- Why back to back meetings are no good
- What reports to present to clients
- How to add extra personal touches to your engagements
→ Join our next cohort of Elevate, starting in October: https://www.ambitiousbookkeeper.com/elevate
→ Listen to Episode 5: What to do when you get your first client
→ Read this podcast on the blog >
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the upcoming Elevate: Fall Sprint: ambitiousbookkeeper.com/elevate
In this solo episode, I’m helping you decide whether offering advisory services is something you should pursue in your business. I’m also giving you a little taste of the first lesson inside of our newest program: Elevate, where I teach the foundational skills of offering advisory!
In this episode you’ll hear:
- 4 questions to ask yourself to decide whether you should offer advisory
- the foundational skills you need in order to be an advisor to clients
- my hot take on raising your prices
- Ready to elevate to advisory? Watch the free masterclass + Join us in our upcoming Fall Sprint HERE>>
- Not ready to elevate but you want to start or grow your bookkeeping business? Join us in our upcoming VIP cohort of The Bookkeeping Business Accelerator HERE.
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Register for the Bookkeeping Biz Workshops at bkworkshops.online
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this episode you’ll hear:
- Why Cash Flow Forecasting is important
- How to get started
- How to go deeper on this
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Register for the Bookkeeping Biz Workshops at bkworkshops.online
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
This is part 2 of our previous episode where Meriah (my Director of Operations at Team Shoup) and I are breaking down how we collaborate as a team to get everything done and maintain our team culture.
In this episode you’ll hear:
- the tech and tools we use to collaborate externally(client-facing) and a few that we use to collaborate both internally and externally
- how we get the most out of these tools
- our favorites
- tips to handle learning new tools
Products Mentioned (some are affiliate links)
- Xero
- Hubdoc
- Acuity
- Dubsado
- Kajabi
- Relay
- Spark email
- Google Drive
- Voxer
- Resources Mentioned In This Episode:
- Podcast Episode: Why We Are A Xero Firm
- Onboarding On Autopilot: Dubsado DIY Tutorial
- The Bookkeeping Business Accelerator
- The Bookkeeping Biz Workshops
- Katie Fleming Podcast Episode on Voxer
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Register for the Bookkeeping Biz Workshops at bkworkshops.online
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
I get so many questions about what tools we use and how we use them, so this week Meriah (my Director of Operations at Team Shoup) and I are breaking down how we collaborate as a team to get everything done and maintain our team culture.
In this episode you’ll hear:
- the tech and tools we use to collaborate internally (next week will be about tools we use client-facing)
- how we get the most out of these tools
- how to handle the overwhelm when it comes to all of these tools
- Episode 19: Why We’re a Xero Firm
Products Mentioned (some are affiliate links)
- Zoom
- Loom
- Asana - Learn to implement with Kickoff With Asana for Bookkeepers & Accountants
- Notion - Learn to implement it with Breakthrough for Bookkeepers
- Slack
- Gusto
- Canva
- Loomly
- 1Password
- Clockify
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Sign up for Liveflow and enter to win a free ticket to Quickbooks Connect (I'll be there!)
www.liveflow.io/partnerships/ambition
AND use code AMBITION for 20% off for 3 Months
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
I recently connected with someone online who wants to start her bookkeeping business in the future, but still needs to build some skills. I also had a request a while back from someone in my DMs about covering the topic of contracting with other firms, CPAs, or bookkeepers. So in today’s episode, I’m going to cover just that: the upsides and the downsides, but also…. what you need to know about starting a Bookkeeping Business in 2022.
So if you find yourself wondering should I contract with a more established firm to gain experience or even just to supplement revenue, keep on listening. This one is for you.
In this episode you’ll hear:
- 3 Main things I would do differently if I started all over
- Upsides to being a contractor for another bookkeeper
- Downsides to being a contractor
- Referral partnerships
Links Mentioned:
- BBA is on sale for $497 off the regular price through the end of august. just use code: BACKTOSCHOOL at checkout when you go to ambitiousbookkeeper.com/bba
- Bookkeeper Launch - QBO Focused
- Become a Bookkeeper - Xero Focused
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Sign up for Liveflow and enter to win a free ticket to Quickbooks Connect (I'll be there!)
www.liveflow.io/partnerships/ambition
AND use code AMBITION for 20% off for 3 Months
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
If you've been in our space for even just a little bit, you've probably heard of my guest from today. His name is Blake Oliver. He is the cohost of the cloud accounting podcast. He is the founder of earmark CPE. He is the Accounting Community Advocate for Relay Bank. And I finally have him on my podcast today to talk about his entire journey.
So if this is something that you've been wondering about for a while and like, why is he everywhere? What is he doing? How did he get here?
You're going to want to tune into today's episode. It's a very casual conversation— I feel like I've known the guy forever because, well, I've been listening to the cloud accounting podcast pretty much since it launched so if that's you too, sit back, relax, and enjoy today's conversation with Blake Oliver.
In this episode you’ll hear:
- How Blake built a bookkeeping firm and sold it in 5 years
- What he does with his free time
- His current project
- His role at Relay Bank
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this episode you’ll hear:
- the mindset shifts you make as an entrepreneur
- becoming an educator in the accounting space
- launching programs through challenges
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join Kickoff With Asana for Bookkeepers + Accountants >>
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
Having a virtual bookkeeping business means you need a secure way to store and share documents with your clients and your team. In this Solo podcast I’m going to go over how to use G Suite in your bookkeeping business and best practices for file structures and naming conventions.
Listen to Episode 23 with on what kind of Insurance Bookkeepers Need >>
In this episode you’ll hear:
- How we use Google Drive in our business
- Best practices when it comes to file naming
- Choosing a file system
- And more! I swear, this is a really fun episode!
- If you need more of a visual on this, head to our blog to read everything we went over! https://www.ambitiousbookkeeper.com/blog/gsuite
- Go here to download the checklist of items to ask clients for: https://www.ambitiousbookkeeper.com/onboard
- Use my affiliate link for Google Workspace>>
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the 5 Day Free Workflows Made Simple Challenge here>>
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this interview episode, I have my biz bestie (and actual friend) Alyssa Lang, the Workflow Queen back on.
In this episode you’ll hear:
- How your business is a reflection of who you are
- how to get re-inspired
- Creating the intention to be a removable CEO
- Life updates from both of us
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 & Alyssa, @ambitiousbookkeeper @workflowqueen
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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.
Join the Workflows Made Simple 5 Day Free Challenge with Alyssa and her team:
Ambitiousbookkeeper.com/workflows
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
This episode is sponsored by: LiveFlow
Receive 20% off your first 3 months by using code AMBITION at checkout:
http://www.liveflow.io/partnerships/ambition
Join the 5 Day Free Workflows Made Simple Challenge here>>
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this interview episode, I have special guest, Charlotte Isaac on the show to talk about your client experience, being a part of a community as a way of growing your business, and lots of actionable tips to implement right now in your bookkeeping business.
In this episode you’ll hear:
- 4 Ways to make your client experience better
- How to use a tool like Dubsado to implement those
- Real suggestions and tips on communicating your expectations to clients
- How joining communities can help you grow your business
- You’ll hear Charlotte and I talk a lot about Dubsado in this episode. If you want to try it out, use code SHOUPCPA to sign up or upgrade to a paid plan during the Dubsado Summer Sale, to get 20% off the already discounted price of $35.
- Or CLICK THIS LINK>>
- Connect with Charlotte here>>
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 and Charlotte, @charlotteisaachq
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the 5 Day Free Workflows Made Simple Challenge here>>
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this interview episode, we have a repeat guest: Liz Wilcox sharing her secrets on how to infuse your personality into your business and email marketing. Don’t worry, it’s a good step-by-step which I know you’ll love!
In this episode you’ll hear:
- 3 tips for infusing your personality into your email marketing
- how to communicate your vision to clients
- how to express your values to current & future clients
Join the waitlist for Liz’s Email Marketing Membership here>>
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 & Liz, @ambitiousbookkeeper @thelizwilcox
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Listen in on a recent Masterclass I cohosted with Alyssa Lang, the Workflow Queen.
To watch the masterclass and/or join the Elevate Summer Sprint before July 5th go here:
https://www.ambitiousbookkeeper.com/replay
tag me and Alyssa on Instagram as you listen with your big takeaways!
@ambitiousbookkeeper
@workflowqueen
Join the 5 Day Free Workflows Made Simple Challenge here>>
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this interview episode, I’m chatting with the hosts of the I Love Bookkeeping Podcast, Melissa Honan & Hannah Robinson.
In this episode you’ll hear:
- How to stay motivated
- How to be intentional with your time
- How to aggressively guard your personal time
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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 Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Connect with our guests on Instagram:
@bookkeepersdotcom & @honanconsulting
Sign up for Bookkeeper Launch and use Promo code: ILB10AMBITIOUS
Join the 5 Day Free Workflows Made Simple Challenge here>>
Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching
In this interview with Ben Day, the CEO of Lionshare Bookkeeping and founder of Built By Bookkeepers, we have an incredible conversation about how he grew his firm in the last 5 years and what he has going on now.
In this episode you’ll hear:
* How Ben grew his team to 20 people
* How your vision can change
* 3 things you need to grow as a person and CEO
* The one question to ask yourself that will illuminate the best way forward for you
* Find out more about Ben & his programs: www.builtbybookkeepers.com
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 & Ben, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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 Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Guest Bio
* Ben started Lionshare Bookkeeping in 2017 shortly after graduating college. With a job as a bartender and a bachelor's degree in music, Ben decided to try and make a little extra money bookkeeping on the side. 5 years later, Lionshare Bookkeeping serves over 100 real estate investment businesses across the country, providing bookkeeping services to landlords, house-flippers, fund managers, and any business where real estate is managed. Ben also works as an interim CFO to select clients, and as a coach to other bookkeeping professionals through his Built By Bookkeepers program.
Join the Elevate Summer Sprint - We start July 5!
Pay in Full Link >>
Payment Plan Link >>
In this special interview episode I have my Integrator, Meriah on to take you behind the scenes of our culture, how we met, and how we continue to grow the team and maintain our culture.
If you’re ready to elevate your leadership skills and start growing your own rockstar team and culture, we’re ready to help you! Tap into Meriah’s genius to help you learn how to be an amazing leader.
Join our group or hybrid leadership coaching with Meriah: https://www.ambitiousbookkeeper.com/leadershipcoaching
In this episode you’ll hear:
- How I found Meriah
- How you can start attracting the team you want
- How to build the culture you’ve always wanted
- The steps and timeline to hire as you grow
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:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
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
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the Rise of the Digital CEO Free trainings HERE>>
Join the Elevate Summer Sprint - We start July 5!
Pay in Full Link >>
Payment Plan Link >>
This is a very special episode — a takeover! from my business mentor, James Wedmore. We interviewed him a few episodes back but today he’s recorded a solo episode just for you about How to Work Less but Make More. Which is something we can all agree that would be nice, right?
So tune in today to hear:
- the time & money connection
- the way of being you have to disconnect from
- how to leverage offers and scale
If you’re ready to learn more from James and implement some of the strategies that I operate with in my business, so you can make more and work less, click these links below:
Rise of the Digital CEO Free Trainings>>
Business By Design Waitlist >>
Connect with James on Instagram>>
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 and James @jameswedmore
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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 Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the Rise of the Digital CEO Free trainings HERE>>
Such a special episode for you today! This is our 50th episode AND the kickoff of a new series we’ll be doing offering on air Strategy sessions. What better way to celebrate our 50th episode with a real-life mentoring session?!
Today I’ll be offering some strategy and advice to a current Bookkeeping Business Accelerator student, Penny Rose, CPA.
Penny is a CPA who offers tax advisory and preparation along with bookkeeping. Penny and her husband also offer financial coaching. They moved into their RV full time a couple of years ago. Penny is still working her 9-5 job and plans to support the family’s lifestyle with her business in the next year. Penny’s niche is content creators.
In this episode you’ll hear:
- how to present additional services that a client would benefit from
- how Penny is using visibility in her niche to grow her business
- how Penny is embracing an abundant mindset combined with action to attract the right clients
If you’d like to connect with Penny, you can find her on
Instagram or LinkedIn
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 and Penny @fififofumpersonalcfo
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the Rise of the Digital CEO Free trainings HERE>>
The onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra Courtney, who has helped me and countless other bookkeepers and accountants with setting up their Onboarding workflows using Dubsado.
In this episode you’ll hear:
- How to capture lead information
- Information you should have on your proposals
- When the best time is to implement a system like Dubsado for onboarding
You can connect with Kendra on Instagram or her website
When you join The Bookkeeping Business Accelerator, you have the option of upgrading to Elite to receive a full Dubsado Setup (with Kendra) and Website (with Tia) plus a strategy call with me and two mindset coaching calls with Meriah!
If you want to DIY your Dubsado setup, enroll in Onboarding On Autopilot HERE>>
Get 20% off your first month or year of Dubsado HERE (affiliate link) >>
Listeners can join Kendra’s free course: https://kendracourtney.thrivecart.com/tackle-your-dubsado-workflows
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 and Kendra, @ambitiousbookkeeper & @kedracourtneyco
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the Rise of the Digital CEO Free trainings HERE>>
For 10 years, James Wedmore taught entrepreneurs and online business owners how to leverage the power of online video and YouTube marketing to reach more people, share their message and convert more customers. In 2016, James made a massive shift to focus on a big gap missing in the marketplace: the mindset needed for entrepreneurship. He launched a totally woo-woo podcast, the Mind Your Business Podcast and his signature program, Business By Design. Today he helps coaches, experts, content creators, and authors not only to craft better marketing messages but also how to ditch the “hustle” mentality and create success from the inside out.
James and his program, Business By Design were instrumental in me launching and growing The Ambitious Bookkeeper programs to what they are today. If you like my teaching style, I think you’ll love his, too!
Listen to this episode to learn:
- how to become a digital CEO (and what that is)
- how to bring more value to your clients (from the mouth of a multi-million dollar CEO himself
- how to get started offering digital products (like courses or group programs)
- and more
Listen to The Mind Your Business Podcast with James>>
Listen to MYB Podcast Episode 541 (the one with Candus & Jonathan Kampfer)>>
For more info about James, check out his website: https://www.jameswedmoretraining.com/
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 us, @ambitiousbookkeeper, @jameswedmore
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this solo episode, you’re going to be listening to a Facebook Live I did, covering:
- What is Advisory?
- 6 Services you could offer as advisory
- How to handle charging for it
- How to handle doing these for free
- Where to learn how to perform some of these services
Make sure you follow me on Facebook so you catch the next livestream in this series and you can ask the questions YOU have!
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
This week I’m interviewing Jody Grunden co-founder and CEO of Summit CPA Group, a leading Virtual CFO firm in the creative agency space. We are talking about scaling, removing yourself from your firm, offering CFO services, building an amazing virtual team culture, and lots of things in between.
After we stopped recording, I told Jody I wished I’d found his firm when I was still working in corporate because I totally would’ve worked for him. If you’re not ready to start your own firm or know it isn’t for you but you want to work for an awesome virtual firm, they’re always growing and hiring, so go check them out!
Connect with Jody on LinkedIn: https://www.linkedin.com/in/jodygrunden/
Listen to Jody’s Podcast: https://www.summitcpa.net/podcasts
Get the Virtual CFO Playbook: https://vcfoplaybook.summitcpa.net/
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
You’re most likely already offering some level of advisory and either not aware or not confident enough to charge for it. And if not... In this week’s episode, I’m going to answer the question “When will I be ready for advisory” and give you some ideas of things you could offer.
We cover:
- what is advisory?
- why would you want to offer it?
- how will you know you’re ready?
- what do you need in place first?
- where to go to learn?
Join the Elevate: Summer Sprint to start elevating your skills and client experience >
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this special episode, I’m bringing in 3 very special and powerful women in the accounting space: Katie Ferro, Keila Hill-Trawick, and Noemi Aguilar-Horta These three women are some of the other accounting/bookkeeping specific course creators that I asked to provide their top advice to you as course creators in our specific niche.
This is a continuation of a series I’m putting together around creating courses, as so many people in our community have asked about creating courses. These women bring real solid not-sugar coated advice about creating courses.
I’m honored to have these women on the podcast and being able to provide more perspective. I’m linking all of their info in the shownotes for this episode so you can connect with them and their programs.
Katie Ferro - Owner of Orderly Accounting by Katie & Creator of Become a Bookkeeper & Life By the Books
IG www.instagram.com/orderlyaccountingbykatie
Podcast www.katieferro.com/podcast
Keila Hill-Trawick - Owner of Little Fish Accounting & Co-Creator of The Accountants Of Color Community
Website https://www.accountantsofcolor.co
Noemi Aguilar-Horta - Owner of Tikal Tax & Accounting and Mama Counts Bookkeeping Course
TikTok www.tiktok.com/@noemiaguilarhorta
Facebook Group https://www.facebook.com/groups/mamacounts/?ref=share
Grab your Course Niche Guide here: ambitiousbookkeeper.com/niche
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this solo episode I’m taking you back to 2019 & when I started the Ambitious Bookkeeper Brand. This is a behind the scenes of how it all started in case you’re new around here, and even if you’re not, you may hear some things you didn’t know.
This episode is really to give you a look at what creating a course has done for me and so many other people, so whether you’re interested in creating a course or just curious about the Ambitious Bookkeeper Brand story, you’ll have some takeaways from this.
Get the New & Improved Onboarding Templates>>
Get the Start a Bookkeeping Business Checklist>>
Want 1:1 Mentoring? I’m opening up limited spaces for Voxer 1:1 monthly coaching. This is perfect for anyone with a busy schedule that still needs support. You can be a new firm owner, or a seasoned one, use it for mindset, elevating your pricing, services, marketing, etc. When you need support, I’ll be there, a voice-note or text away! Connect with me on instagram or email support@ambitiousbookkeeper.com to make sure it’s a good fit. Spots are filling for April & May!
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
Kickoff with Asana for Bookkeepers
Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
Wondering how you can serve DIY clients?
In this solo episode I go into some ideas, experiences, and lessons learned around offering a DIY service to clients, questions to ask yourself before going down this path, and as always, some actionable tips for getting started.
To enter the Workshop Bundle Giveaway, make sure you subscribe, screenshot this episode, type out what action you’re taking, and tag me on instagram @ambitiousbookkeeper or Facebook @serenashoupcpa.
📧 Get the free Niche Guide: www.ambitiousbookkeeper.com/niche
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
Kickoff with Asana for Bookkeepers
Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
Creating a course is no easy feat. Launching it can be even more challenging. In this solo episode I’m diving into the stats from our most recent launch of The Bookkeeping Business Accelerator™️, as well as talking about
- what it’s like to launch a course
- who I learned from
- and other tips and insights many people have been asking for.
You can still join The Bookkeeping Business Accelerator Self-Paced Course here>>
Course Mentors Mentioned In the Episode:
- Katie Fleming - Ambitious Mom Podcast
- Heather Sager - The Heather Sager Show
- Jill & Josh Stanton - The Wealthy Course Creator
- Amy Porterfield - Online Marketing Made Easy
- Liz Wilcox - Email Marketing Membership (Affiliate link)
- James Wedmore - Mind your Business Podcast
- Kajabi - Course Hosting, Website, Email Marketing (Affiliate link)
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
On today’s interview episode, I have a special guest on to talk about creating content, podcasting, and standing out as who you are.
Even if you aren’t interested in starting a podcast, I know you’ll have a few takeaways from this episodes and get ideas on how YOU can start to stand out online.
Here are some of the things we talked about:
- getting comfortable hearing your voice on a podcast
- what holds most people back from just starting
- letting go of perfection when creating content
And since she’s a business owner, I asked her what she thought is important in a bookkeeper, and this part of the conversation will be gold for you.
Connect with Krystal:
www.krystalproffitt.com
Digital Course - Proffitt Podcasting
The Proffitt Podcast: https://krystalproffitt.com/podcast
The Poddy Report: http://thepoddyreport.com
YouTube Channel: https://www.youtube.com/c/krystalproffitt
Instagram: https://www.instagram.com/krystalproffitttx/
Facebook: https://www.facebook.com/KrystalProffittTX/
LinkedIn: https://www.linkedin.com/in/krystalproffitt/
Proffitt Podcast Online Community (FREE FB Group): https://www.facebook.com/groups/TheProffittPodcast/
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools
- Podcast Editing: Ian Gilliam: iangilliam.com
Affiliate Links:
- Descript: http://descript.com?lmref=RdGGFA
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
We've got another bonus episode to help inspire you to build your business! This is a Bookkeeper Spotlight interview with one of our Accelerator Students, Jen Fischer.
You can connect with her on Instagram: @numbersbyjen
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools
- Podcast Editing: Ian Gilliam: iangilliam.com
Affiliate Links:
- Descript: http://descript.com?lmref=RdGGFA
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this interview episode this week, I am interviewing one of my very first students of the bookkeeping business accelerator, but we do kind of talk about the beginning of us meeting. However, what I did bring this special guest on today to talk about is
- burnout
- boundaries
- using your intuition
- how to incorporate your human design into how you exist in your business and in life.
Our guest, Laura Torma, previously known as Laura Watson, the number's nomad, is an intuitive life and business strategist.
She used to be a CPA who worked with countless clients and accountants, and she has taken her experience and melded it with spiritual systems, such as human design to help all people come into the gift of who they are.
I am so excited to have you listening to this conversation with Laura, and I hope that you take away something, if not, lots of things from this episode.
Connect with Laura:
Lauratorma_
https://lauratorma.podia.com/hd-reading-via-zoom
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools
- Podcast Editing: Ian Gilliam: iangilliam.com
Affiliate Links:
- Descript: http://descript.com?lmref=RdGGFA
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
BThere’s no doubt about it, you have your pick when it comes to working with a coach or mentor. In this solo episode, I’m breaking down how I suggest looking for one, or making sure you have the right mentor for you. Because they (we) are not all the same.
And if you know you’re ready to work with me as your mentor, we are OPENING enrollment inside of The Bookkeeping Business Accelerator March 4- March 9.
You can learn more at:
https://www.ambitiousbookkeeper.com/bba
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools
- Podcast Editing: Ian Gilliam: iangilliam.com
Affiliate Links:
- Descript: http://descript.com?lmref=RdGGFA
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this solo episode, I’m addressing some fears that many of us have about starting or growing our own bookkeeping or accounting businesses. I’m even sharing a funny story of my own ridiculous fears.
Many of the fears we have hold a common theme:
Fear of failure or not knowing enough.
Hit that play button to hear my take on these fears and how to reframe them.
Resources + Links Mentioned: The Bookkeeping Client Closer
Episode 29 - Scaling Back to Scale up
Built to Sell
Team Work
Make Em Beg to Work for You
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
Hey Ambitious Bookkeepers! Today we're dropping a special Bonus episode to help inspire you if you're new to the thought of starting your own business, or you've recently made the decision to. A couple times a year, we open The Bookkeeping Biz Workshops — a workshop series just for those who are wanting to start or who have recently started their businesses. After the workshops are over, I usually bring in a few bookkeepers who I've worked with either in the Workshops or In The Accelerator program I have and I interview them about their journey of starting their businesses.
I've never shared these outside of the workshops, so as a podcast listener, you're getting a sneak peak into what you might experience inside of the workshops or my other programs.
I hope these interviews inspire you to take action—in whatever way that is, big or small: deciding to quit your job, or even just declaring that you will start your business and joining us in the upcoming workshops.
Like I said, these are interviews from the last round of workshops in 2021, so if you want to hear the new stories that will be showcased in this new round, make sure you sign up.
First I'll be interviewing Erin Pohan, an accountant, mom, and the owner of Upkeeping.
Next you're going to hear from Misa, who was in my very first cohort of BBA, when it was a brand new program. I'll always hold a special place in my heart for my first cohort, as they've been along for the ride since the beginning. And as you'll hear from both ladies, the community we've built is one of the best parts.
I hope these interviews inspire you as much as they do me, and their words of wisdom help you in some way.
Register for the Bookkeeping Biz Workshops: bkworkshops.online
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this solo episode I’m giving you 4 steps (and several sub-steps) on how to get started with your bookkeeping business as a freelancer or side-hustle before you decide to take the leap from corporate.
Resources Mentioned:
The Bookkeeping Biz Workshops: bkworkshops.online
Proadvisor Marketing Podcast Episode
Relay Affiliate Link
Download Checklist ambitiousbookkeeper.com/checklist
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools
- Podcast Editing: Ian Gilliam: iangilliam.com
Affiliate Links:
- Descript: http://descript.com?lmref=RdGGFA
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this interview episode, I am talking with Neill Williams, a Master Certified Life Coach through The Life Coach School, specializing in Time, $$, and Business. She is the host of The Unbusy Your Life podcast and creator of the $10K in 10 Hours Mastermind.
Only after ditching her own belief that success was measured by the number of hours worked was Neill able to achieve true lifestyle freedom while juggling her roles as a mom, wife, Master Certified Coach, entrepreneur and employee. Now she helps coaches build their side hustle coaching businesses in 10 hours a week.
We talk about:
- How you can cut your hours back in corporate by delivering a result in less time
- The two things you must understand in order to be able to build and run a business in 10 hours a week
- When perfectionism is okay
- and of course, a lot more to help you in your journey of business and transitioning out of corporate culture!
Connect with Neill:
Website
The Unbusy Your Life Podcast
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools
- Podcast Editing: Ian Gilliam: iangilliam.com
Affiliate Links:
- Descript: http://descript.com?lmref=RdGGFA
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
This week I'm interviewing a fellow Ambitious Woman, Priscilla Parra, the founder of Ambitious AF Copywriting. We connected on Instagram on the AmbitiousAF hashtag and worked together in the past, and I wanted to bring her on to share her insights from working with other bookkeepers and accountants on their social media and content creation.
She's giving some great advice around
- attracting the right clients based on your messaging
- how to start dialing in that messaging
- the number one thing you need in order to get clearer on that
- gives us somethings to start thinking about when writing all the words for your website
Connect with Priscilla on: Instagram
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
This week I'm chatting with Aimee LaLiberte, the owner of My Virtual CFO. Aimee is a trusted profitability advisor to six and seven-figure business owners who are tired of
being behind in their books and are ready to uncover blind spots,
course correct, and ultimately get more profitable.
Aimee also is a certified life and money coach and works with
business owners who seek greater confidence and unwavering drive
to attract and build wealth in their businesses and lives.
After working in non-profit and finance for over 16 years and
helping hundreds of business owners since starting her own
business, Aimee knows how important it is to have steadfast trust in
the person looking after your books.
This episode is packed with insights and advice from someone just like you, who was giving away advisory and high level CFO services with her bookkeeping, and she is sharing her knowledge and tips with you on:
- shifting your mindset and limiting beliefs when going out on your own
- creating a plan to leave corporate
- advice for accounting students who want to start a business
- 3 things that provide immense value to clients
- creating results in your own business that you can translate into success for clients
- and so much more
It was such an honor and pleasure to interview Aimee and honestly I'm excited to have made such a great connection through the podcast and know we'll keep in touch going forward.
Connect with Aimee:
Social: https://instagram.com/myvirtualcfo
Website: www.myvirtualcfo.co
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
Today I'm interviewing another educator in our space, Michael King, the CEO of KFE Solutions, a fractional CFO business, and the leader of The Connected Accountant Community. We have a value packed conversation about:
- The best way to get started offering CFO/Advisory services
- The most important skill in offering CFO services
- 3 things clients are willing to pay top dollar for
- How to set yourself apart from others
And we chat about whether strategic thinking skills are learned or inherent and incorporating your values in making business decisions.
We gave you some homework in the episode, so when you've done it, make sure to tag us both
@connectedaccountant @ambitiousbookkeeper on Instagram
So grab your notebook and favorite pen cause there's so much you're going to want to write down and save for later in this episode.
Join The Connected Accountant Community for $1
Follow Mike on Instagram
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this solo episode, I'll be answering the question: Should you have your prices on your website? Along with giving you a mini-lesson on what you SHOULD have on your website.
Interested in starting your business and having this all setup FOR you in addition to getting the mentoring and support you need as you start or grow your business? Sign up for the Bookkeeping Business Accelerator Waitlist to be the first to know when the doors are open!
**Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
If you would like to use our affiliate link for Square Space: https://squarespace.syuh.net/mgraq1**
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this solo episode, I'm talking about making your first hire — some of the
things that have worked for us and the 4 points you need to think about ahead of time!
- What position to hire for first
- What to put in the job description
- Whether you should have an employee or a contractor
- Where to look for your new team member
Plus a few other points to consider!
Here are the resources mentioned in the episode:
Courses:
Join the Breakthrough Waitlist
Apply to Join the Breakthrough Retreat
Books:
Team Work by Natalie Dawson
Make Em Beg to Work For You by Dr. Angela E. Lauria
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this solo episode I'm chatting today about how scaling back and simplifying in your business can actually help you scale and grow. This episode will help you stay focused as you roll into 2022 and be intentional about how you grow.
Ready to nail down your service offerings and prices? Join The Bookkeeping Business Accelerator and start building a simple and scalable bookkeeping business with me as your mentor: ambitiousbookkeeper.com/enroll
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this short & sweet solo episode, I talk about my framework for setting goals in the context of your business. These are the 3 questions I ask my students and clients when we start working together strategically.
Happy goal-setting!
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this interview episode, I have Rhonda Delany, The People Gardener, here to talk about simplifying your leadership. She specializes in helping new and emerging leaders become great leaders through embracing a human first approach.
We talk about the first thing a new leader should focus on, how much time you should be spending leading your team, and the number one quality of a leader (which you may have to work towards, but it IS possible!).
We get into a lot of tactical ways to practice being a good leader, so grab a notebook and your favorite pen, because you're going to want to take some notes!
Connect with Rhonda:
IG @thepeoplegardener
Linkedin @rhondadelaney
website
FREE 3 Simple Leadership Steps
Resources Mentioned in the Show:
The Speaking Program we met in:
Speak Up To Level Up with Heather Sager
The ONE Thing by Gary Keller
Afford Anything Podcast about The ONE Thing
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this interview episode, I'm chatting with Italian Tax Expert, Paolo Rigo of Studio Rigo on the story of his international tax niche as well as talking about building your skills in sales. Paolo runs a team of 25 and has a lot of value to bring!
You can connect with Paolo:
Youtube
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
SHOW NOTES:
In this interview episode I am joined by The Mompreneur Guide, Megan Moran, to talk about how one can start to simplify her business. She takes us through 3 steps to gain clarity and begin simplifying so we can be more present and focused in our businesses and with our families.
You can connect with Megan here:
themompreneurguide.com/subscribe
Instagram: @mompreneurguide
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this interview episode I'm chatting with one of my very first students/mentees, Yaussy Casmartino who runs a bookkeeping & HR business just herself and one contractor at this time, servicing 20 clients! We're diving into finding the right contractor, training, and how she found the 20 clients she now has. Tune in to be inspired by a real bookkeeper story!
Instagram: @source.lyn | Facebook: @sourcelyn | Website: https://www.sourcelyn.com/
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this interview episode I have Jock Wols, the CEO of RiskDesk, which specializes in finding the right insurance coverage for professionals and works extensively with Accountants, Bookkeepers, and Attorneys as well as other business professionals. Jock is helping us understand what type of insurance we need, when we need it, and things to consider when assessing your risk tolerance, plus so much more. This episode is value-packed and surely will answer your questions that pertain to Insurance.
Reach out directly to Jock at jock.wols@myriskdesk.com or find out more at www.myriskdesk.com.
In the show I mention a checklist that talks about buying insurance. You can grab that here:
Start a Bookkeeping Business FREE Checklist
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this interview episode, I'm chatting with my friend, Anna Nelson, a Gallup Certified Strengths Coach, on what it looks like to build a business based on your unique strengths.
Anna knows first-hand that focusing on your strengths or ‘superpowers’ and delegating the stuff that you might not be so good at is the key to true business growth and success.
But to do that, you need to be able to identify what your superpowers actually are.
As a Gallup Certified Strengths Coach, Anna works with business owners to build profitable, fun businesses. Through 1:1 coaching and team workshops, she helps entrepreneurs discover their superpowers and assemble a team that empowers them to do more of what they naturally do best.
And that is literally Anna’s superpower.
If you’re smart, driven, and an expert in your field… but there’s something getting in the way, preventing you from moving forward … and you can’t quite put your finger on it…this is for you.
Connect with Anna on instagram
Download a guide to building a business based on your strengths here
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this interview episode I have the one and only Workflow Queen, Alyssa Lang on the podcast to talk about the recent retreat she put on in Nashville, TN. We recapped how the retreat came about, biggest takeaways, and what all went into putting on a retreat. Plus we talked about the foundations everyone should have in place in order to grow.
If you're ready to implement those foundations,
- Free challenge (11/8 - 11/12): https://serenashoup.krtra.com/t/axGBX65PCHCp
- Instagram: https://www.instagram.com/workflowqueen/
- Website: https://www.workflowqueen.com/
- Retreat waitlist: https://www.breakthroughwithsystems.com/retreat-waitlist
- Conquering Workflows & Systems for Bookkeepers & Accountants podcast: https://podcasts.apple.com/us/podcast/conquering-workflows-systems-for-bookkeepers-accountants/id1576274369
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this interview episode, I have Kate Johnson from the Bookkeeping Sidehustle Facebook Community (which has over 16k members!). We're chatting about how her group started, what her firm looks like, and lots of other random inspiring bits. We hope you enjoy this interview!
Kate owns Heritage Business Services, LLC, a virtual bookkeeping firm serving small business clients all over the United States. She can also be found helping other accounting professionals build a virtual accounting career they love inside her Bookkeeping Side Hustle Community.
She is a very proud Texan, Baylor Bear, and Navy wife. Her hair fits her personality. She is a morning person. Big time. She gets more done before 7:00am (when her kids are allowed out of their room) than some people get done all day long!
As far as credentials go, she holds an MBA from the Yale School of Management and a BA in Economics from Baylor University. In 2020 she was recognized as a Top 50 Women In Accounting. She worked in corporate finance before opting to become a stay-at-home-mom for several years after her first child was born.
Contact Kate
www.HeritageBusinessServices.com
Connect with Kate on:
YouTube
Bookkeeping Side Hustle Facebook Group
Get The Bookkeeping Side Hustle Guidebook
Get 30% off with code WORKFROMHOME
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this solo episode, I'm sharing why & how we have become a 100% Xero firm, how we position it to clients, and some of my favorite Xero features. Some resources for getting started with Xero if you're interested are below!
- Xero Talks
- Xero advisor certification
- XERO DEMO REPLAY
- Xero Marketing Workshop
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this episode, I'm giving a quick update on where I was last week (Nashville!) and chatting about how I recommend going about starting a bookkeeping business without any experience in bookkeeping.
- Affiliate Links: Bookkeeper Launch, Become a Bookkeeper, Kickoff With Asana
- AIPB Certification
- Breakthrough (waitlist)
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
Where to start on a cleanup? In this solo episode I go over the details of a cleanup by breaking down the steps you need to take plus I let you know exactly where to start. In addition, I reveal the pitfalls you want to watch out for and key pointers for asking the right questions so you get the answers you need. Are you ready to take notes on this value packed episode? Click play now!.
If you’re interested in finding out more about The Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com
If you’re interested in joining the VIP Bookkeeping Business Accelerator waitlist: https://www.ambitiousbookkeeper.com/waitlist
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
This was an interview I did inside the Ambitious Bookkeeper Facebook community last year, but it was such an inspiring interview I had to share it. Most likely sometime soon I'll have Kelli back on to talk about what she's been up to in the last year. I'm so excited for this one! Kelli Loo, CPA is going to come chat with me about how she built her tax practice after leaving a 10 year career in a big regional firm and then a smaller tax firm. Hopefully you all will get some really good ideas, whether you are building a tax or bookkeeping business.
If you're interested in learning more about what Kelli has going on, check out her websites:
https://www.accountantsofcolor.co/
kelliloocpa.com
Follow her on IG: instagram.com/kelliloocpa
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this solo episode, we’re going to chat about whether I think getting your CPA license is worth it, some of the requirements to keep in mind, and tips that helped me pass my exams (way back when!) I get lots of questions about the CPA and decided to finally make an episode about it. I answered some specific questions from Instagram, too! So if you answered my call for questions, listen to this episode.
AICPA.org
ThisWayToCPA.com
Sign up for the Bookkeeping Business Accelerator (self-paced)
Sign up for the Waitlist for the next VIP cohort of BBA
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this solo episode, I take you behind the scenes of the beginning of a discovery call practice session I held for students inside The Bookkeeping Business Accelerator. We go over some basics of discovery calls, I give some pointers on how to talk about your process with potential clients, and we even get into introducing the diagnostic process to clients. Ready to listen in? Hit that play button!
Sign up for the Bookkeeping Business Accelerator (self-paced)
Sign up for the Waitlist for the next VIP cohort of BBA
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this interview episode, I talk with Liz Wilcox, an RV Blogger turned Email Marketing Super Star. She’s helping us understand how to use email marketing in our bookkeeping business, breaking down some of the mistakes people make, simplifying the process of getting started, and we also talk about how often we (bookkeepers + accountants) should be emailing.
Sign up for Liz’s Email Marketing Membership
Connect with Liz:
Instagram: instagram.com/thelizwilcox
Her website: lizwilcox.com
Disclaimer Some links are affiliate links, which means I may receive a small commission if you purchase. I only recommend products & services I wholeheartedly recommend.
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook:Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this interview episode, I talk with a former IRS Auditor turned Tax Practice Owner, Andrew Campbell. You definitely want to listen if you’ve ever had the question: “how do I ensure my clients have audit-proof books” or if you have questions about what an IRS audit generally entails.
Sign up for The Bookkeeping Business Accelerator
Connect with Andrew on LinkedIn
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this interview episode, I talk with Lauren Caselli, about the different pricing strategies you can use in your bookkeeping business, from hourly to value based, package pricing to retainer pricing. This episode will help you understand the pros and cons of all the different pricing methods and hopefully help you in your pricing journey.
Sign up for The Bookkeeping Business Accelerator to get access to an in-depth workshop with Lauren on Raising Your Rates
Connect with Lauren: instagram.com/laurencaselli_
Grab email scripts for raising your rates here>>
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this solo episode, I talk about pushing aside the fear of starting your bookkeeping business, by countering some of the common fears I see come up (including my own).
This episode is for you if you’re in the dreaming stage and you’re listening along each week here trying to learn as much as possible but you still haven’t really taken much action on starting your business.
Sign up for The Bookkeeping Biz Workshops August 22-26
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this Solo episode I chat about the 6 differences between working in corporate and running your own accounting business, plus some tips to ease the transition and set you up for success.
Sign up for The Bookkeeping Biz Workshops August 22-26
Read the episode blog here
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
This episode is an interview I had with Katie Ferro of Orderly Accounting By Katie - a fellow course creator and mentor in the bookkeeping space. We chat about motherhood and growing our bookkeeping businesses (of course!). This episode is definitely for you if you have no experience in bookkeeping OR if you have tons of accounting experience and you're ready to leave your 9-5.
Connect with Katie: : instagram.com/orderlyaccountingbykatie Listen to Katie’s Podcast: Profits & Prosecco
Apply for Become A Bookkeeper
Sign up for The Bookkeeping Biz Workshops August 22-26
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this short solo episode, I give you 5 things you need in order to start a bookkeeping business.
Grab our FREE Start a Bookkeeping Biz Checklist
Sign up for The Bookkeeping Biz Workshops Happening August 22-26
Read this episode on the blog
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this interview episode I’m joined by The Workflow Queen, Alyssa Lang. This was an interview she and I did on Facebook Live and we chatted about all things scaling versus just growing, setting a vision for what you want from the beginning. It's never too early to start thinking about scaling, because it’s all about how you want to be spending your time. We also chat about pay structure for contractors when outsourcing client work,
Connect with Alyssa: instagram.com/workflowqueen
Listen to Conquering Workflows & Systems with the Workflow Queen
Sign up for Kickoff With Asana for Bookkeepers + Accountants
Sign up for The Bookkeeping Biz Workshops August 22-26
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this solo episode, I talk about the process I go through when getting a new client. You might feel like you just don’t know where to start, so I’m breaking it down!
Read the Full Blog:
https://www.ambitiousbookkeeper.com/blog/first-client
Sign up for The Bookkeeping Business Accelerator to dive deeper in the diagnostic and onboarding processes.
Apply for 1-1 Mentoring
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
Read the Full Blog:
https://www.ambitiousbookkeeper.com/blog/how-to-find-your-new-bookkeeping-client
Sign up for The Bookkeeping Client Closer
Get on the waitlist for The Bookkeeping Business Accelerator
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook:Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this solo episode, I talk about two absolute game changers when it comes to your onboarding process.
Read the Full Blog:
https://www.ambitiousbookkeeper.com/blog/up-level-your-on-boarding-game
Sign up for Onboarding on Autopilot
Get on the waitlist for The Bookkeeping Business Accelerator
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
In this solo episode, I break down how I manage my week by planning ahead and making a thing out of it each week. I talk about the tools I use, and programs that have helped me get better at managing my time.
Passion Planner - $5 off (affiliate link)
Kick Off With Asana for Bookkeepers & Accountants - $100 off (affiliate link)
Read the Full Blog: https://www.ambitiousbookkeeper.com/blog/2020-reflections-part-2-planning-my-weeks-ahead-of-time
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
This interview with Laura, the Numbers Nomad was recorded as a Facebook Live inside my Ambitious Bookkeeper Community. We are chatting about creating a healthier mindset around time & money as accountants. We also answered a few questions at the end from community members watching live.
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Get on the waitlist for our next Bookkeeping Biz Workshops!
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Connect with Laura Watson - thenumbersnomad.com
instagram.com/thenumbersnomad
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>
Welcome to the Ambitious Bookkeeper Podcast. This is a little intro to the podcast, what to expect, and a background on our founder, Serena Shoup.
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join The Bookkeeping Business Accelerator here before June 1 for $500 off >>
Click here to get the free First 100 Leads Training with James Wedmore >>