The Ambitious Bookkeeper Podcast Wed, 15 Apr 2026 03:05:14 -0400 https://theambitiousbookkeeperpodcast.buzzsprout.com en-us © 2026 The Ambitious Bookkeeper Podcast yes fb5c3bc7-1cc7-5613-94ef-82acefee371e serena.lo.potter@gmail.com Serena Shoup, CPA episodic true 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

]]> Buzzsprout (https://www.buzzsprout.com) Bookkeepers, Accounting, Online business Serena Shoup, CPA serena.lo.potter@gmail.com https://storage.buzzsprout.com/lio79a8yo1nmbsup8uoqhnehl85m?.jpg The Ambitious Bookkeeper Podcast 236 | Take back your time with Dubsado 3.0 236 | Take back your time with Dubsado 3.0 Send us Fan Mail

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:

*Affiliate link

Join the next free training >

]]> Send us Fan Mail

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:

*Affiliate link

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-18941177 Wed, 15 Apr 2026 00:00:00 -0700 269 full false 235 ⎸ Why I only use Xero 235 ⎸ Why I only use Xero Send us Fan Mail

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:

Videos linked in 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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

Videos linked in 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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-18958209 Wed, 08 Apr 2026 00:00:00 -0700 1753 235 full false 234 | April Podcast Update 234 | April Podcast Update Send us Fan Mail

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:

Join the next free training >

]]> Send us Fan Mail

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-18940451 Wed, 01 Apr 2026 00:00:00 -0700 304 full false 233 ⎸ No More Arbitrary Price Increases [vlog] 233 ⎸ No More Arbitrary Price Increases [vlog] Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-18904799 Wed, 25 Mar 2026 00:00:00 -0700 991 233 full false 232 | Using AI in Bookkeeping 232 | Using AI in Bookkeeping Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Buzzsprout-18846259 Wed, 18 Mar 2026 00:00:00 -0700 1344 232 full false 231 | I’ve got a surprise! 231 | I’ve got a surprise! Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-18832150 Wed, 11 Mar 2026 14:00:00 -0700 2397 231 full false 230 | [Q&A] AI Tools, Pricing, and Onboarding 230 | [Q&A] AI Tools, Pricing, and Onboarding Send us Fan Mail

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:

Affiliate Links

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

Affiliate Links

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-18791944 Wed, 04 Mar 2026 15:00:00 -0700 2134 230 full false 228 | [Q&A] Partnerships, Profit First, and Complex Client Situations 228 | [Q&A] Partnerships, Profit First, and Complex Client Situations Send us Fan Mail

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:


  • "Make 'Em Beg to Work for You" by Dr. Angela E. Lauria
  • "Teamwork" by Natalie Dawson


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:

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:

]]> Send us Fan Mail

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:


  • "Make 'Em Beg to Work for You" by Dr. Angela E. Lauria
  • "Teamwork" by Natalie Dawson


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:

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:

]]> Serena Shoup, CPA Buzzsprout-18659050 Wed, 11 Feb 2026 00:00:00 -0700 2143 228 full true 227 | Increasing Your Sales with Hunter Rademacher 227 | Increasing Your Sales with Hunter Rademacher Send us Fan Mail

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:

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:

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:

]]> Send us Fan Mail

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:

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:

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:

]]> Serena Shoup, CPA Buzzsprout-18537537 Wed, 28 Jan 2026 00:00:00 -0700 3051 227 full false 226 | Need to know OBBBA highlights for Bookkeepers Adrian Lopez 226 | Need to know OBBBA highlights for Bookkeepers Adrian Lopez Send us Fan Mail

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:

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:

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:

]]> Send us Fan Mail

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:

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:

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:

]]> Buzzsprout-18505514 Wed, 14 Jan 2026 00:00:00 -0700 3479 226 full false 225 ⎸ Recast: Become a Bookkeeper with Katie Ferro 225 ⎸ Recast: Become a Bookkeeper with Katie Ferro Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Buzzsprout-18369393 Wed, 17 Dec 2025 00:00:00 -0700 4242 full false 224 | Using Human-First AI for Visibility with Kelly Sinclair 224 | Using Human-First AI for Visibility with Kelly Sinclair Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-18327437 Wed, 10 Dec 2025 00:00:00 -0700 2630 224 full true 223 | Using AI Securely + to Land Clients with Kelsey Silver 223 | Using AI Securely + to Land Clients with Kelsey Silver Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-18283246 Wed, 03 Dec 2025 00:00:00 -0700 2342 223 full false 222 ⎸ Hubdoc: Audit-Proof Your Business 222 ⎸ Hubdoc: Audit-Proof Your Business Send us Fan Mail

This episode is best watched on YouTube >

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:

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:

Podcast Publishing Tools we use:

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.

Join the next free training >

]]> Send us Fan Mail

This episode is best watched on YouTube >

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:

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:

Podcast Publishing Tools we use:

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.

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-18094304 Wed, 29 Oct 2025 00:00:00 -0700 840 222 full false 221 ⎸ [Q&A] Pricing Cleanups, Marketing, and Cyber Insurance 221 ⎸ [Q&A] Pricing Cleanups, Marketing, and Cyber Insurance Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-18055271 Wed, 22 Oct 2025 00:00:00 -0700 3068 221 full false 220 | I worked 45 hours in August; and it’s not on what you think 220 | I worked 45 hours in August; and it’s not on what you think Send us Fan Mail

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:

Podcast Publishing Tools we use:

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.

Join the next free training >

]]> Send us Fan Mail

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:

Podcast Publishing Tools we use:

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.

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-18010993 Wed, 15 Oct 2025 00:00:00 -0700 629 220 full true 219 | Top Scams Happening to Bookkeepers in 2025 with Jock Wols 219 | Top Scams Happening to Bookkeepers in 2025 with Jock Wols Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Buzzsprout-17976123 Wed, 08 Oct 2025 02:00:00 -0700 3302 219 full false 218 | Ready to *Actually* Learn QBO? With Margie Remmers-Davis 218 | Ready to *Actually* Learn QBO? With Margie Remmers-Davis Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17936104 Wed, 01 Oct 2025 00:00:00 -0700 3040 218 full false 217 ⎸ What You *Actually* Need to Start Your Bookkeeping Business 217 ⎸ What You *Actually* Need to Start Your Bookkeeping Business Send us Fan Mail

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:

Podcast Publishing Tools we use:

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.

Join the next free training >

]]> Send us Fan Mail

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:

Podcast Publishing Tools we use:

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.

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17895710 Wed, 24 Sep 2025 00:00:00 -0700 1374 217 full false 216 | Why You Might be Feeling Exhausted with Dariella Gonitzke 216 | Why You Might be Feeling Exhausted with Dariella Gonitzke Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17857084 Wed, 17 Sep 2025 00:00:00 -0700 2368 216 full false 215 | Is it time to migrate your clients to Xero? 215 | Is it time to migrate your clients to Xero? Send us Fan Mail

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:

—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:

Podcast Publishing Tools we use:

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.

Join the next free training >

]]> Send us Fan Mail

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:

—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:

Podcast Publishing Tools we use:

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.

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17819414 Tue, 09 Sep 2025 00:00:00 -0700 1618 215 full false 214 ⎸ Entrepreneurship Isn’t Hard 214 ⎸ Entrepreneurship Isn’t Hard Send us Fan Mail

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:

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:

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:

]]> Send us Fan Mail

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:

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:

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:

]]> Serena Shoup, CPA Buzzsprout-17770045 Wed, 03 Sep 2025 00:00:00 -0700 873 214 full false 213 | Building a Bookkeeping Business From Scratch 213 | Building a Bookkeeping Business From Scratch Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17740366 Wed, 27 Aug 2025 00:00:00 -0700 2289 213 full false 212 | Q&A How to Get Clients to Respond, Creating Budgets, & Accounting for Startup Expenses 212 | Q&A How to Get Clients to Respond, Creating Budgets, & Accounting for Startup Expenses Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17699572 Wed, 20 Aug 2025 00:00:00 -0700 2139 212 full false 211 ⎸ Now is Always the Best Time to Start 211 ⎸ Now is Always the Best Time to Start Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17632313 Wed, 13 Aug 2025 00:00:00 -0700 1360 211 full false 210 ⎸ My Secret to Managing Time & Prioritizing What Matters 210 ⎸ My Secret to Managing Time & Prioritizing What Matters Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17599904 Wed, 06 Aug 2025 00:00:00 -0700 1612 210 full true 209 ⎸ How to stop procrastinating with Robin Emdon 209 ⎸ How to stop procrastinating with Robin Emdon Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17518432 Wed, 30 Jul 2025 00:00:00 -0700 3528 209 full false 208 ⎸ Social Media Marketing in 2025 with Grace Costa, The Social Accountant 208 ⎸ Social Media Marketing in 2025 with Grace Costa, The Social Accountant Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17510132 Wed, 23 Jul 2025 00:00:00 -0700 2628 208 full false 207 ⎸ [Q&A] Accrual Accounting and Client Management Insights 207 ⎸ [Q&A] Accrual Accounting and Client Management Insights Send us Fan Mail

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:

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:

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

Join the next free training >

]]> Send us Fan Mail

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:

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:

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

Join the next free training >

]]> Buzzsprout-17512129 Wed, 16 Jul 2025 00:00:00 -0700 2426 207 full false 206 | 2025 The State of Virtual Bookkeeping & Accounting Industry Report with Alyssa Lang 206 | 2025 The State of Virtual Bookkeeping & Accounting Industry Report with Alyssa Lang Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17446430 Wed, 09 Jul 2025 00:00:00 -0700 5192 206 full false BONUS | Ambitious Wave Queen Show - Live at WAVE Seattle with Erin Pohan & Alyssa Lang BONUS | Ambitious Wave Queen Show - Live at WAVE Seattle with Erin Pohan & Alyssa Lang Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17453211 Mon, 07 Jul 2025 00:00:00 -0700 2722 bonus false 205 ⎸ Protecting Your Clients from Audits with Ex-Irs Auditor Adrian Lopez 205 ⎸ Protecting Your Clients from Audits with Ex-Irs Auditor Adrian Lopez Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17384590 Wed, 02 Jul 2025 00:00:00 -0700 3575 205 full false 204 ⎸ Q: How long should we retain client documents? 204 ⎸ Q: How long should we retain client documents? Send us Fan Mail

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:

For experienced bookkeepers & accountants:

For new bookkeepers:

For online businesses:

Connect with us:

Podcast Publishing Tools we use:

Join the next free training >

]]> Send us Fan Mail

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:

For experienced bookkeepers & accountants:

For new bookkeepers:

For online businesses:

Connect with us:

Podcast Publishing Tools we use:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17359775 Wed, 25 Jun 2025 00:00:00 -0700 1016 204 full false 203 ⎸ Q: Is the NonProfit Sector a Viable Niche? 203 ⎸ Q: Is the NonProfit Sector a Viable Niche? Send us Fan Mail

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:

For new bookkeepers:

For online businesses:

Connect with us:

Podcast Publishing Tools we use:

Join the next free training >

]]> Send us Fan Mail

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:

For new bookkeepers:

For online businesses:

Connect with us:

Podcast Publishing Tools we use:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17350695 Wed, 18 Jun 2025 00:00:00 -0700 893 203 full false 202 ⎸ Healing Money Trauma with Meenadchi 202 ⎸ Healing Money Trauma with Meenadchi Send us Fan Mail

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:

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:

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 To

Join the next free training >

]]> Send us Fan Mail

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:

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:

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 To

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17289930 Wed, 11 Jun 2025 00:00:00 -0700 2059 202 full false 201 ⎸ [Q&A] Nonprofit Niche, Software, and Standing Out as a New Bookkeeper 201 ⎸ [Q&A] Nonprofit Niche, Software, and Standing Out as a New Bookkeeper Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17279201 Wed, 04 Jun 2025 01:00:00 -0700 2467 201 full false 200 ⎸ What I Learned in 2024 & Q1 of 2025 200 ⎸ What I Learned in 2024 & Q1 of 2025 Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17237585 Wed, 28 May 2025 00:00:00 -0700 3200 200 full false 199 | [Q&A] Handling Clients, Cash vs Accrual, Inventory, and Solo Bookkeeper Vacation Planning 199 | [Q&A] Handling Clients, Cash vs Accrual, Inventory, and Solo Bookkeeper Vacation Planning Send us Fan Mail

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:


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:


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:


Join the next free training >

]]> Send us Fan Mail

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:


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:


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:


Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17154522 Wed, 14 May 2025 00:00:00 -0700 2171 199 full false 198 ⎸ Building toward an Exit with Maggie Lord 198 ⎸ Building toward an Exit with Maggie Lord Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17112001 Wed, 07 May 2025 00:00:00 -0700 2188 198 full false 197 ⎸ [Q&A] Tech, Pricing, Client Acquisition, & Services 197 ⎸ [Q&A] Tech, Pricing, Client Acquisition, & Services Send us Fan Mail

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:


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:


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:

Join the next free training >

]]> Send us Fan Mail

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:


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:


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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-17033460 Wed, 30 Apr 2025 00:00:00 -0700 2300 197 full false 196 ⎸ The Comeback Blueprint: What Every Ambitious Man Needs to Hear with Cletus Coffey 196 ⎸ The Comeback Blueprint: What Every Ambitious Man Needs to Hear with Cletus Coffey Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-16992592 Wed, 23 Apr 2025 00:00:00 -0700 2424 196 full false 195 | Bookkeeping in the Fair Tax Era 195 | Bookkeeping in the Fair Tax Era Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-16987892 Tue, 15 Apr 2025 23:00:00 -0700 808 195 full false 194 | Organizing and Managing Work Production in Your Small Firm 194 | Organizing and Managing Work Production in Your Small Firm Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-16931387 Wed, 09 Apr 2025 00:00:00 -0700 409 194 full false 193 | Marketing without Social Media 193 | Marketing without Social Media Send us Fan Mail

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:

For experienced bookkeepers & accountants:

For new bookkeepers:

For online course creators:

Connect with us:

Podcast Publishing Tools we use:

Join the next free training >

]]> Send us Fan Mail

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:

For experienced bookkeepers & accountants:

For new bookkeepers:

For online course creators:

Connect with us:

Podcast Publishing Tools we use:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-16871211 Wed, 02 Apr 2025 00:00:00 -0700 961 193 full false 192 | How to Combat Imposter Syndrome 192 | How to Combat Imposter Syndrome Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Buzzsprout-16858685 Wed, 26 Mar 2025 00:00:00 -0700 604 192 full false 191 | Setting up TaxJar for eCommerce Businesses 191 | Setting up TaxJar for eCommerce Businesses Send us Fan Mail

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:

For experienced bookkeepers & accountants:

For new bookkeepers:

For online course creators:

Connect with us:

Podcast Publishing Tools we use:

Join the next free training >

]]> Send us Fan Mail

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:

For experienced bookkeepers & accountants:

For new bookkeepers:

For online course creators:

Connect with us:

Podcast Publishing Tools we use:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-16816611 Wed, 19 Mar 2025 00:00:00 -0700 635 191 full false 190 ⎸ Building Business Together with Megan Tobler 190 ⎸ Building Business Together with Megan Tobler Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-16774646 Wed, 12 Mar 2025 00:00:00 -0700 2021 190 full false 189 | Are There Remote Bookkeeping Opportunities Still? 189 | Are There Remote Bookkeeping Opportunities Still? Send us Fan Mail

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:


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:

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:

Join the next free training >

]]> Send us Fan Mail

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:


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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-16726420 Wed, 05 Mar 2025 00:00:00 -0700 581 189 full false 188 | How to Become a Better Leader with Alyssa Lang 188 | How to Become a Better Leader with Alyssa Lang Send us Fan Mail

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:


Connect with Alyssa:


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:


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:

Join the next free training >

]]> Send us Fan Mail

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:


Connect with Alyssa:


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:


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:

Join the next free training >

]]> Buzzsprout-16680838 Sun, 23 Feb 2025 21:00:00 -0700 3086 188 full true 187 ⎸ How to Handle Sales Tax with Brian Greer of TaxConnex 187 ⎸ How to Handle Sales Tax with Brian Greer of TaxConnex Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-16640784 Wed, 19 Feb 2025 00:00:00 -0700 1842 187 full false 186 ⎸ [Q&A] E-commerce, Digital Products & the CFO Title 186 ⎸ [Q&A] E-commerce, Digital Products & the CFO Title Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-16606673 Wed, 12 Feb 2025 00:00:00 -0700 1659 186 full false 185 ⎸ Correcting Bank Balances in Xero 185 ⎸ Correcting Bank Balances in Xero Send us Fan Mail

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:


Join the next free training >

]]> Send us Fan Mail

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:


Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-16542473 Mon, 03 Feb 2025 00:00:00 -0700 484 bonus false [Tech] OpenPhone for 2FA & Client Communication [Tech] OpenPhone for 2FA & Client Communication Send us Fan Mail

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:

  1. Make sure you have a central email inbox setup (like help@yourdomain.com or support@yourdomain.com) 
    1. Give your entire team access to this (we save the login info in 1Password)
  2. Use this to create your account on OpenPhone
  3. 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:

Join the next free training >

]]> Send us Fan Mail

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:

  1. Make sure you have a central email inbox setup (like help@yourdomain.com or support@yourdomain.com) 
    1. Give your entire team access to this (we save the login info in 1Password)
  2. Use this to create your account on OpenPhone
  3. 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:

Join the next free training >

]]> Buzzsprout-16536477 Thu, 30 Jan 2025 18:00:00 -0700 491 bonus false 184 ⎸ Weekly (Micro) Reporting for Clients with Shea & Michelle 184 ⎸ Weekly (Micro) Reporting for Clients with Shea & Michelle Send us Fan Mail

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:

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

💼 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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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

💼 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:

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:

Join the next free training >

]]> Buzzsprout-16523306 Wed, 29 Jan 2025 00:00:00 -0700 2553 184 full false 183 ⎸ Keys to Growth & Pricing with Ryan Lazanis 183 ⎸ Keys to Growth & Pricing with Ryan Lazanis Send us Fan Mail

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:


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:


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:

Join the next free training >

]]> Send us Fan Mail

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:


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:


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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-16480782 Wed, 22 Jan 2025 00:00:00 -0700 2178 183 full false 182 ⎸ The #1 Event to Attend this Year with Erin Pohan 182 ⎸ The #1 Event to Attend this Year with Erin Pohan Send us Fan Mail

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:


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


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:


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:

Join the next free training >

]]> Send us Fan Mail

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:


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


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:


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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-16436554 Wed, 15 Jan 2025 00:00:00 -0700 2453 182 full false 181 ⎸ 1099 Training - Updates for 2025 181 ⎸ 1099 Training - Updates for 2025 Send us Fan Mail

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:


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:


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:

Join the next free training >

]]> Send us Fan Mail

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:


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:


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:

Join the next free training >

]]> Buzzsprout-16400267 Wed, 08 Jan 2025 00:00:00 -0700 1779 181 full false 180 ⎸ How to Make this Year More Profitable 180 ⎸ How to Make this Year More Profitable Send us Fan Mail

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:


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:


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:

Join the next free training >

]]> Send us Fan Mail

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:


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:


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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-16363040 Wed, 01 Jan 2025 00:00:00 -0700 925 180 full false 179 ⎸ Managing Your Energy in Business with Emily Leahy 179 ⎸ Managing Your Energy in Business with Emily Leahy Send us Fan Mail

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:


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


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:


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:

Join the next free training >

]]> Send us Fan Mail

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:


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


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:


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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-16289491 Wed, 18 Dec 2024 00:00:00 -0700 2304 179 full false 178 ⎸ Lead Magnets & Email with Liz Wilcox 178 ⎸ Lead Magnets & Email with Liz Wilcox Send us Fan Mail

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:


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:


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:

Join the next free training >

]]> Send us Fan Mail

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:


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:


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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-16198384 Wed, 04 Dec 2024 00:00:00 -0700 2211 178 full false 177 | Crafting Deliverables that Matter 177 | Crafting Deliverables that Matter Send us Fan Mail

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:


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:


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:

Join the next free training >

]]> Send us Fan Mail

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:


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:


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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-16158894 Wed, 27 Nov 2024 00:00:00 -0700 1651 177 full false 176 ⎸ How to Transform Clients into Your Biggest Cheerleaders with Madelyn Furlong 176 ⎸ How to Transform Clients into Your Biggest Cheerleaders with Madelyn Furlong Send us Fan Mail

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:


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:


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:

Join the next free training >

]]> Send us Fan Mail

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:


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:


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:

Join the next free training >

]]> Buzzsprout-16138748 Wed, 20 Nov 2024 00:00:00 -0700 2124 176 full false 175 ⎸ Threads: Is it worth it? 175 ⎸ Threads: Is it worth it? Send us Fan Mail

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:


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:


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:

]]> Send us Fan Mail

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:


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:


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:

]]> Serena Shoup, CPA Buzzsprout-16088083 Wed, 13 Nov 2024 00:00:00 -0700 620 175 full false 174 ⎸ Sustainable Money Practices with Kara Perez 174 ⎸ Sustainable Money Practices with Kara Perez Send us Fan Mail

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:


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:


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:

]]> Send us Fan Mail

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:


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:


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:

]]> Buzzsprout-15986338 Wed, 06 Nov 2024 00:00:00 -0700 1687 174 full false 173 ⎸ Money Stories & Shame around Money with Wall Street Girl Next Door (Nicole Ayub) 173 ⎸ Money Stories & Shame around Money with Wall Street Girl Next Door (Nicole Ayub) Send us Fan Mail

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:


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:


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:

]]> Send us Fan Mail

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:


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:


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:

]]> Serena Shoup, CPA Buzzsprout-15986283 Wed, 30 Oct 2024 00:00:00 -0700 2179 173 full false 172 ⎸ Defining your Values in Life & Business with Corree Roofener 172 ⎸ Defining your Values in Life & Business with Corree Roofener Send us Fan Mail

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:


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:


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:

]]> Send us Fan Mail

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:


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:


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:

]]> Serena Shoup, CPA Buzzsprout-15905706 Wed, 23 Oct 2024 00:00:00 -0700 2859 172 full false 171 ⎸ [ND] Bookkeeping with Neurodivergence with Aneisha Velazquez 171 ⎸ [ND] Bookkeeping with Neurodivergence with Aneisha Velazquez Send us Fan Mail

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:


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:

]]> Send us Fan Mail

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:


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:

]]> Serena Shoup, CPA Buzzsprout-15892164 Wed, 16 Oct 2024 00:00:00 -0700 2357 171 full false 170 ⎸ [ND] Starting a Neurodivergent Bookkeeping Business with Amy Burgess 170 ⎸ [ND] Starting a Neurodivergent Bookkeeping Business with Amy Burgess Send us Fan Mail

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:


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:


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:

]]> Send us Fan Mail

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:


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:


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:

]]> Serena Shoup, CPA Buzzsprout-15851975 Wed, 09 Oct 2024 00:00:00 -0700 1545 170 full false 169 ⎸ [ND] Managing Business & Home with ADHD with Megs Crawford 169 ⎸ [ND] Managing Business & Home with ADHD with Megs Crawford Send us Fan Mail

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:


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:


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:

]]> Send us Fan Mail

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:


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:


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:

]]> Serena Shoup, CPA Buzzsprout-15844501 Wed, 02 Oct 2024 00:00:00 -0700 2572 169 full false 168 ⎸ Slowing down to create more success with Katy Murray 168 ⎸ Slowing down to create more success with Katy Murray Send us Fan Mail

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:


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



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:


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:

]]> Send us Fan Mail

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:


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



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:


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:

]]> Serena Shoup, CPA Buzzsprout-15763914 Wed, 25 Sep 2024 00:00:00 -0700 3083 168 full false 167 ⎸ Living a Happy & Balanced Life with Sharon Hefetz 167 ⎸ Living a Happy & Balanced Life with Sharon Hefetz Send us Fan Mail

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:


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:

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:

]]> Send us Fan Mail

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:


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:

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:

]]> Serena Shoup, CPA Buzzsprout-15743537 Wed, 18 Sep 2024 00:00:00 -0700 1721 167 full false 166 ⎸ SEO for Bookkeepers with Jules White 166 ⎸ SEO for Bookkeepers with Jules White Send us Fan Mail

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:


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



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:

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:

Join the next free training >

]]> Send us Fan Mail

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:


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



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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-15724440 Wed, 11 Sep 2024 00:00:00 -0700 2118 166 full false 165 ⎸ Tax: Should you offer it? 165 ⎸ Tax: Should you offer it? Send us Fan Mail

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:



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:


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:


Join the next free training >

]]> Send us Fan Mail

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:



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:


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:


Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-15659647 Thu, 05 Sep 2024 00:00:00 -0700 565 165 full false BONUS ⎸ Scotty + Serena BTS of performing at Xerocon BONUS ⎸ Scotty + Serena BTS of performing at Xerocon Send us Fan Mail

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:


Meet Scotty ‘OKR’ Scarano
Scotty 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:

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:

Join the next free training >

]]> Send us Fan Mail

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:


Meet Scotty ‘OKR’ Scarano
Scotty 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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-15663682 Thu, 29 Aug 2024 08:00:00 -0700 3438 bonus false 164 ⎸ [SPOTLIGHT] Build confidence to leave corporate with Rebekah Poirier 164 ⎸ [SPOTLIGHT] Build confidence to leave corporate with Rebekah Poirier Send us Fan Mail

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:

Meet Rebekah
Rebekah 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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

Meet Rebekah
Rebekah 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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-15645831 Wed, 28 Aug 2024 00:00:00 -0700 2001 164 full false 163 ⎸ [SPOTLIGHT] Customize your Business with Nic Robb 163 ⎸ [SPOTLIGHT] Customize your Business with Nic Robb Send us Fan Mail

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:


Meet Nic
Nic 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:

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:

Join the next free training >

]]> Send us Fan Mail

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:


Meet Nic
Nic 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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-15615219 Mon, 26 Aug 2024 00:00:00 -0700 1730 163 full false 162 ⎸ What does it mean to be Ambitious? 162 ⎸ What does it mean to be Ambitious? Send us Fan Mail

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:


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:

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:

Join the next free training >

]]> Send us Fan Mail

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:


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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-15608746 Wed, 21 Aug 2024 00:00:00 -0700 787 162 full false 161 ⎸ The Alyssa + Serena Show Part 2 161 ⎸ The Alyssa + Serena Show Part 2 Send us Fan Mail

This interview episode is Part 2 of The Alyssa + Serena Show with my biz bestie, Alyssa Lang (Workflow Queen)! We talk about managing clients, offering advisory services, and the importance of SOPs in a bookkeeping firm. From practical business advice to lighthearted banter, you’ll wanna tune in to elevate your bookkeeping game!

In this episode you’ll hear:

  • the difference between consulting and advisory services
  • strategies for hiring and delegating tasks
  • how to efficiently communicate advisory services
  • the importance of acknowledging & embracing personal life seasons
  • different methods of documenting processes


Resources mentioned in this episode:


Meet Alyssa
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!

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:

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: 

Join the next free training >

]]> Send us Fan Mail

This interview episode is Part 2 of The Alyssa + Serena Show with my biz bestie, Alyssa Lang (Workflow Queen)! We talk about managing clients, offering advisory services, and the importance of SOPs in a bookkeeping firm. From practical business advice to lighthearted banter, you’ll wanna tune in to elevate your bookkeeping game!

In this episode you’ll hear:

  • the difference between consulting and advisory services
  • strategies for hiring and delegating tasks
  • how to efficiently communicate advisory services
  • the importance of acknowledging & embracing personal life seasons
  • different methods of documenting processes


Resources mentioned in this episode:


Meet Alyssa
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!

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:

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: 

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-15516614 Wed, 07 Aug 2024 00:00:00 -0700 3751 161 full false 160 ⎸ The Alyssa + Serena Show Part 1 160 ⎸ The Alyssa + Serena Show Part 1 Send us Fan Mail

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:


Meet Alyssa
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!

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:


Meet Alyssa
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!

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-15516605 Wed, 07 Aug 2024 00:00:00 -0700 3704 160 full false 159 ⎸ [STRATEGY] Managing Process vs. People with Becky Hesson 159 ⎸ [STRATEGY] Managing Process vs. People with Becky Hesson Send us Fan Mail

In this strategy episode, I coach Becky Hesson through some business roadblocks. We delve into challenges with marketing, managing people, and seeking better and more efficient ways of doing things. If you have a team, you’ll definitely wanna tune into this one!

In this episode you’ll hear:

  • the challenge of ensuring consistency in monthly reports
  • use of automation tools for improving processes
  • recommendations for handling client responses & setting deadlines
  • open-door policy, regular one-on-one meetings, and mentorship for team members
  • solutions for transitioning responsibilities

Resources mentioned in this episode:

Meet Becky
ANJUDI3 was founded to provide exceptional bookkeeping services to specialty beverage creators. The name comes from using the first two letters of each of the German exchange students' first names with whom Founder Becky Hesson was lucky enough to spend their junior year in high school. 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!

Connect with Becky
📧 Beckyhesson@anjudi3.com
📞 512-737-5760

For more info about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Join the next free training >

]]> Send us Fan Mail

In this strategy episode, I coach Becky Hesson through some business roadblocks. We delve into challenges with marketing, managing people, and seeking better and more efficient ways of doing things. If you have a team, you’ll definitely wanna tune into this one!

In this episode you’ll hear:

  • the challenge of ensuring consistency in monthly reports
  • use of automation tools for improving processes
  • recommendations for handling client responses & setting deadlines
  • open-door policy, regular one-on-one meetings, and mentorship for team members
  • solutions for transitioning responsibilities

Resources mentioned in this episode:

Meet Becky
ANJUDI3 was founded to provide exceptional bookkeeping services to specialty beverage creators. The name comes from using the first two letters of each of the German exchange students' first names with whom Founder Becky Hesson was lucky enough to spend their junior year in high school. 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!

Connect with Becky
📧 Beckyhesson@anjudi3.com
📞 512-737-5760

For more info about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-15457989 Wed, 31 Jul 2024 00:00:00 -0700 2546 159 full false 158 ⎸ The Onboarding Workflow 158 ⎸ The Onboarding Workflow Send us Fan Mail

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:


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:


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.

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]]> Send us Fan Mail

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:


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:


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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-15457941 Wed, 24 Jul 2024 00:00:00 -0700 806 158 full false 157 ⎸ How to Onboard Clients 157 ⎸ How to Onboard Clients Send us Fan Mail

In this episode I’m exploring the world of client onboarding, while focusing on the use of Dubsado to automate the process. If you're interested in learning about automated onboarding processes and low-cost options, this episode is for you!

In this episode you’ll hear:

  • Challenges of managing multiple clients at the same time
  • Specific details of the onboarding process using Dubsado, including lead capture, proposal creation, reminders, contract creation, and invoicing
  • Intake forms tailored to client needs
  • Introduction of the Dubsado Decoded course and its features
  • Use of email templates throughout the onboarding process

Resources mentioned in this episode:

Some of these are affiliate links.

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:

Podcast Publishing Tools we use:

Join the next free training >

]]> Send us Fan Mail

In this episode I’m exploring the world of client onboarding, while focusing on the use of Dubsado to automate the process. If you're interested in learning about automated onboarding processes and low-cost options, this episode is for you!

In this episode you’ll hear:

  • Challenges of managing multiple clients at the same time
  • Specific details of the onboarding process using Dubsado, including lead capture, proposal creation, reminders, contract creation, and invoicing
  • Intake forms tailored to client needs
  • Introduction of the Dubsado Decoded course and its features
  • Use of email templates throughout the onboarding process

Resources mentioned in this episode:

Some of these are affiliate links.

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:

Podcast Publishing Tools we use:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-15426475 Wed, 17 Jul 2024 00:00:00 -0700 1807 157 full false 156 ⎸ [SPOTLIGHT] Onboarding Systems for Solo Firms with Corrie Scott 156 ⎸ [SPOTLIGHT] Onboarding Systems for Solo Firms with Corrie Scott Send us Fan Mail

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:

Meet Corrie
Corrie 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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

Meet Corrie
Corrie 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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-15382495 Wed, 10 Jul 2024 00:00:00 -0700 1888 156 full false 155 | [RE-AIR] Onboarding With Dubsado with Kendra Courtney 155 | [RE-AIR] Onboarding With Dubsado with Kendra Courtney Send us Fan Mail

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:


Meet Kendra
Dubsado 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:

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:

Join the next free training >

]]> Send us Fan Mail

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:


Meet Kendra
Dubsado 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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-15351841 Wed, 03 Jul 2024 00:00:00 -0700 2857 155 full false 154 | [Q&A] QBO Integrations, Cyber Security, and More 154 | [Q&A] QBO Integrations, Cyber Security, and More Send us Fan Mail

On Epsisode 154 I’m sharing another Q&A from the archives!

You’ll hear me answer questions and jam on topics like:

  • Cybersecurity
  • Setting up a small practice
  • switching clients from month to month from a catch up
  • the importance of locking previous periods (are you doing this for your clients?!)
  • various integration discussions, and
  • the possibility of planning a XeroCon Meetup


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:

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:

Join the next free training >

]]> Send us Fan Mail

On Epsisode 154 I’m sharing another Q&A from the archives!

You’ll hear me answer questions and jam on topics like:

  • Cybersecurity
  • Setting up a small practice
  • switching clients from month to month from a catch up
  • the importance of locking previous periods (are you doing this for your clients?!)
  • various integration discussions, and
  • the possibility of planning a XeroCon Meetup


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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-15324212 Thu, 27 Jun 2024 12:00:00 -0700 1300 154 full false 153 ⎸ Balancing your Sidehustle with Corporate 153 ⎸ Balancing your Sidehustle with Corporate Send us Fan Mail

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):

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:

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:

Join the next free training >

]]> Send us Fan Mail

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):

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-15274729 Wed, 19 Jun 2024 00:00:00 -0700 961 153 full false 152 | Offboarding Clients 152 | Offboarding Clients Send us Fan Mail

In this episode I cover the dreaded topic of offboarding clients. Whether you've been fired by a client or had to let them go, there are essential protocols to follow. Tune in for some tips & strategies for handling the end of a client relationship with professionalism and integrity.

In this episode you’ll hear:

  • offboarding processes related to documents & software
  • importance of cooperation during client handoff
  • recognizing when you can’t serve a client's needs
  • seeking feedback & testimonials in a neutral or positive parting

Resources mentioned in 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:

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:

Join the next free training >

]]> Send us Fan Mail

In this episode I cover the dreaded topic of offboarding clients. Whether you've been fired by a client or had to let them go, there are essential protocols to follow. Tune in for some tips & strategies for handling the end of a client relationship with professionalism and integrity.

In this episode you’ll hear:

  • offboarding processes related to documents & software
  • importance of cooperation during client handoff
  • recognizing when you can’t serve a client's needs
  • seeking feedback & testimonials in a neutral or positive parting

Resources mentioned in 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:

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:

Join the next free training >

]]> Buzzsprout-15233985 Wed, 12 Jun 2024 00:00:00 -0700 470 152 full false 151 ⎸ The Secret to Staying out of your Inbox 151 ⎸ The Secret to Staying out of your Inbox Send us Fan Mail

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:


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:

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:

Join the next free training >

]]> Send us Fan Mail

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:


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:

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:

Join the next free training >

]]> Buzzsprout-15180958 Wed, 05 Jun 2024 00:00:00 -0700 1323 151 full false 150 | [Q&A] Thinking Outside of the Box 150 | [Q&A] Thinking Outside of the Box Send us Fan Mail

In this Q&A episode, we go over effective onboarding strategies to reduce turnover, and the importance of creating engaging content for your niche. Plus, get advice on how to communicate effectively with clients through structured emails and reports.

In this episode you’ll hear:

  • some 1099 tips
  • tips for onboarding & training new employees
  • LinkedIn content & communication
  • how to provide & explain monthly reports to clients
  • offering calls/meetings to clients
  • working with insurance brokers

Resources mentioned in 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:

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:

Join the next free training >

]]> Send us Fan Mail

In this Q&A episode, we go over effective onboarding strategies to reduce turnover, and the importance of creating engaging content for your niche. Plus, get advice on how to communicate effectively with clients through structured emails and reports.

In this episode you’ll hear:

  • some 1099 tips
  • tips for onboarding & training new employees
  • LinkedIn content & communication
  • how to provide & explain monthly reports to clients
  • offering calls/meetings to clients
  • working with insurance brokers

Resources mentioned in 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:

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:

Join the next free training >

]]> Buzzsprout-15165806 Thu, 30 May 2024 11:00:00 -0700 1963 150 full false 149 ⎸Social Media for Accountants with Alison Lukin 149 ⎸Social Media for Accountants with Alison Lukin Send us Fan Mail

In this interview episode I’m chatting with Alison Lukin, CEO of Officially Social. From leveraging personal content to engaging with followers, Alison shares valuable insights on creating an impactful online presence. Join us as we explore the importance of social media, current trends, and practical tips for success.

In this episode you’ll hear:

  • importance of personalizing social media content
  • utilizing content calendars for social media
  • strategies for visibility & engagement
  • social media trends & current strategies
  • complementing social media with blogs & newsletters
  • overcoming barriers & insecurities about social media

Resources mentioned in this episode:

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
🌐 Website: officiallysocial.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:

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:

Join the next free training >

]]> Send us Fan Mail

In this interview episode I’m chatting with Alison Lukin, CEO of Officially Social. From leveraging personal content to engaging with followers, Alison shares valuable insights on creating an impactful online presence. Join us as we explore the importance of social media, current trends, and practical tips for success.

In this episode you’ll hear:

  • importance of personalizing social media content
  • utilizing content calendars for social media
  • strategies for visibility & engagement
  • social media trends & current strategies
  • complementing social media with blogs & newsletters
  • overcoming barriers & insecurities about social media

Resources mentioned in this episode:

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
🌐 Website: officiallysocial.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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-15112085 Wed, 22 May 2024 00:00:00 -0700 2877 149 full false 148 ⎸ Motherhood, Burnout, and Entrepreneurship with Jessica Parr 148 ⎸ Motherhood, Burnout, and Entrepreneurship with Jessica Parr Send us Fan Mail

In this interview episode, I’m chatting with online business mentor Jessica Parr about the struggles of motherhood & entrepreneurship. We tackle the tough topics: the real talk on burnout, finding your value as an entrepreneur, and the huge shifts motherhood brings to business. Whether you’re navigating the entrepreneurial waters or figuring out how to blend business with baby, this convo is packed with relatable stories and insights.

In this episode you’ll hear:

  • the ramifications of burnout
  • tips for women entrepreneurs
  • pricing & selling mindset
  • being a leader
  • motherhood in entrepreneurship

Meet Jessica
Jessica Parr helps visionary female entrepreneurs rewrite the rules in their businesses to sell, scale and lead rich LIVES beyond just their bank accounts. She mentors women who’ve always felt like they’re meant for more and dream of impacting lives with their work, without sacrificing or abandoning themselves to make it a reality. Her programs offer a cohesion between business strategy, self-rediscovery, personal power, authenticity & confidence to take ownership of their unique value in the online space. Jessica is a mom, podcast host, speaker & has been in the professional coaching space for 10+ years.

Connect with Jessica
📱 IG: @jessicamparr
🎙️ Podcast: I’ll Admit with Jessica Parr
💻 FREE Masterclass: Inside Out Sales


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:

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:

Join the next free training >

]]> Send us Fan Mail

In this interview episode, I’m chatting with online business mentor Jessica Parr about the struggles of motherhood & entrepreneurship. We tackle the tough topics: the real talk on burnout, finding your value as an entrepreneur, and the huge shifts motherhood brings to business. Whether you’re navigating the entrepreneurial waters or figuring out how to blend business with baby, this convo is packed with relatable stories and insights.

In this episode you’ll hear:

  • the ramifications of burnout
  • tips for women entrepreneurs
  • pricing & selling mindset
  • being a leader
  • motherhood in entrepreneurship

Meet Jessica
Jessica Parr helps visionary female entrepreneurs rewrite the rules in their businesses to sell, scale and lead rich LIVES beyond just their bank accounts. She mentors women who’ve always felt like they’re meant for more and dream of impacting lives with their work, without sacrificing or abandoning themselves to make it a reality. Her programs offer a cohesion between business strategy, self-rediscovery, personal power, authenticity & confidence to take ownership of their unique value in the online space. Jessica is a mom, podcast host, speaker & has been in the professional coaching space for 10+ years.

Connect with Jessica
📱 IG: @jessicamparr
🎙️ Podcast: I’ll Admit with Jessica Parr
💻 FREE Masterclass: Inside Out Sales


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:

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:

Join the next free training >

]]> Buzzsprout-15071599 Wed, 15 May 2024 00:00:00 -0700 2609 148 full false 147 ⎸Another Q&A Episode! 147 ⎸Another Q&A Episode! Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Buzzsprout-15031476 Wed, 08 May 2024 00:00:00 -0700 2319 147 full false 146 ⎸ Retirement Tax Credits with Matt Ruttenberg 146 ⎸ Retirement Tax Credits with Matt Ruttenberg Send us Fan Mail

In this interview episode, I have Matt Ruttenberg on again to continue our discussion on retirement planning for small businesses. This time, we do a deep dive into tax credits! Matt explains the recent changes in tax credits and how they can help businesses save substantial amounts of money for their 401(k) plans. Tune in for some practical strategies on taking advantage of these tax credits!

In this episode you’ll hear:

  • detailed breakdown of tax credits
  • tax credits under Secure 2.0 and Secure 1.0
  • case study example
  • discussing retirement planning, tax credits, and 401(k) implementation with clients

Resources mentioned in this episode:

Meet Matt
I 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:

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:

Join the next free training >

]]> Send us Fan Mail

In this interview episode, I have Matt Ruttenberg on again to continue our discussion on retirement planning for small businesses. This time, we do a deep dive into tax credits! Matt explains the recent changes in tax credits and how they can help businesses save substantial amounts of money for their 401(k) plans. Tune in for some practical strategies on taking advantage of these tax credits!

In this episode you’ll hear:

  • detailed breakdown of tax credits
  • tax credits under Secure 2.0 and Secure 1.0
  • case study example
  • discussing retirement planning, tax credits, and 401(k) implementation with clients

Resources mentioned in this episode:

Meet Matt
I 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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-14988629 Tue, 30 Apr 2024 22:00:00 -0700 1277 146 full false 145 ⎸ [Q&A] Pricing, Networking, & Growing 145 ⎸ [Q&A] Pricing, Networking, & Growing Send us Fan Mail

In this episode, you get a sneak peek behind the curtain of my monthly live Q&As for students and inside of my free Facebook group.

In this episode you’ll hear:

  • How to start a cleanup
  • Will AI replace bookkeepers?
  • Following up with clients after price increases
  • Contracting with another bookkeeper as you build your book of business
  • Changing from sole proprietor to LLC & name changes
  • Packaging & Pricing
  • Offering payroll services & resources for learning
  • Marketing to higher value clients
  • My take on BNI and networking groups

Resources mentioned in 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:

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:

Join the next free training >

]]> Send us Fan Mail

In this episode, you get a sneak peek behind the curtain of my monthly live Q&As for students and inside of my free Facebook group.

In this episode you’ll hear:

  • How to start a cleanup
  • Will AI replace bookkeepers?
  • Following up with clients after price increases
  • Contracting with another bookkeeper as you build your book of business
  • Changing from sole proprietor to LLC & name changes
  • Packaging & Pricing
  • Offering payroll services & resources for learning
  • Marketing to higher value clients
  • My take on BNI and networking groups

Resources mentioned in 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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-14945117 Wed, 24 Apr 2024 00:00:00 -0700 1930 145 full false 144 | Breakaway from the old Franchise model with Shea + Michelle 144 | Breakaway from the old Franchise model with Shea + Michelle Send us Fan Mail

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:

Meet Shea + Michelle
Shea 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:

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:

]]> Send us Fan Mail

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:

Meet Shea + Michelle
Shea 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:

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:

]]> Serena Shoup, CPA Buzzsprout-14902572 Wed, 17 Apr 2024 00:00:00 -0700 3031 144 full false 143 ⎸Retirement Planning with Matt Ruttenberg 143 ⎸Retirement Planning with Matt Ruttenberg Send us Fan Mail

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:

Meet Matt
I 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:

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:

]]> Send us Fan Mail

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:

Meet Matt
I 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:

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:

]]> Serena Shoup, CPA Buzzsprout-14860641 Wed, 10 Apr 2024 00:00:00 -0700 3003 143 full false 142 | Am I Ready for CFO Services? With Charles Leikauf 142 | Am I Ready for CFO Services? With Charles Leikauf Send us Fan Mail

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:

Meet Charles
Hi, 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:

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:

]]> Send us Fan Mail

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:

Meet Charles
Hi, 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:

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:

]]> Buzzsprout-14818533 Wed, 03 Apr 2024 00:00:00 -0700 2254 142 full false [MINI] 9 | Hubdoc Process for Clients [MINI] 9 | Hubdoc Process for Clients Send us Fan Mail

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:

]]> Send us Fan Mail

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:

]]> Serena Shoup, CPA Buzzsprout-14802536 Mon, 01 Apr 2024 00:00:00 -0700 234 9 bonus false 141 | [Q&A] Podcast Interviewing for Bookkeepers 141 | [Q&A] Podcast Interviewing for Bookkeepers Send us Fan Mail

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:


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:

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:

]]> Send us Fan Mail

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:


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:

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:

]]> Serena Shoup, CPA Buzzsprout-14776474 Wed, 27 Mar 2024 00:00:00 -0700 684 141 full false 140 | [Q&A] Help! My leads aren't converting! 140 | [Q&A] Help! My leads aren't converting! Send us Fan Mail

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:

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:

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:

]]> Send us Fan Mail

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:

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:

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:

]]> Serena Shoup, CPA Buzzsprout-14713765 Wed, 20 Mar 2024 00:00:00 -0700 1248 140 full false 139 ⎸ CPA Exam Success with Dawn Edelstein 139 ⎸ CPA Exam Success with Dawn Edelstein Send us Fan Mail

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:

Meet Dawn
French 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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

Meet Dawn
French 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:

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:

Join the next free training >

]]> Buzzsprout-14571173 Wed, 28 Feb 2024 00:00:00 -0700 2349 139 full false 138 ⎸ How to hire A-Team players with Lesley Pyle (hiremymom.com) 138 ⎸ How to hire A-Team players with Lesley Pyle (hiremymom.com) Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-14541263 Wed, 21 Feb 2024 00:00:00 -0700 2285 138 full false 137 ⎸ Finish your website in a week with Tia Taylor 137 ⎸ Finish your website in a week with Tia Taylor Send us Fan Mail

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:

Meet Tia
Tia 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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

Meet Tia
Tia 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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-14460054 Wed, 14 Feb 2024 00:00:00 -0700 2105 137 full false 136 ⎸ The BEST Bank for Clients: Relay - with Deanna Zubrickas 136 ⎸ The BEST Bank for Clients: Relay - with Deanna Zubrickas Send us Fan Mail

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:

Meet Deanna
Deanna 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:

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:

]]> Send us Fan Mail

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:

Meet Deanna
Deanna 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:

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:

]]> Serena Shoup, CPA Buzzsprout-14438728 Wed, 07 Feb 2024 00:00:00 -0700 1705 136 full false MINI Ep 8 | How to handle client banks that don’t integrate MINI Ep 8 | How to handle client banks that don’t integrate Send us Fan Mail

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:

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:

]]> Send us Fan Mail

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:

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:

]]> Serena Shoup, CPA Buzzsprout-14438318 Mon, 05 Feb 2024 00:00:00 -0700 328 1 bonus false 135 ⎸ What’s so great about The Bookkeeping Business Accelerator®️? 135 ⎸ What’s so great about The Bookkeeping Business Accelerator®️? Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-14416135 Wed, 31 Jan 2024 14:00:00 -0700 1201 135 full false 134 ⎸ How to grow a multi six-figure business 134 ⎸ How to grow a multi six-figure business Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-14366637 Wed, 24 Jan 2024 00:00:00 -0700 1875 134 full false 133 ⎸ Starting a Bookkeeping Business with no Experience [re-air] 133 ⎸ Starting a Bookkeeping Business with no Experience [re-air] Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Buzzsprout-14295219 Wed, 17 Jan 2024 00:00:00 -0700 541 133 full false 132 ⎸ What a bookkeeper does 132 ⎸ What a bookkeeper does Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-14248726 Wed, 10 Jan 2024 00:00:00 -0700 1408 132 full false 131 | How to setup books for Real Estate Investors with Nick Baldo 131 | How to setup books for Real Estate Investors with Nick Baldo Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Buzzsprout-14197349 Wed, 03 Jan 2024 14:00:00 -0700 2270 131 full false 130 | Growing your business through podcasting with Shannon Weinstein 130 | Growing your business through podcasting with Shannon Weinstein Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Buzzsprout-14188851 Wed, 27 Dec 2023 00:00:00 -0700 2903 130 full false 129 | Planning for Profit 129 | Planning for Profit Send us Fan Mail

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:

Join the next free training >

]]> Send us Fan Mail

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:

Join the next free training >

]]> Buzzsprout-14176969 Wed, 20 Dec 2023 00:00:00 -0700 1051 129 full false 128 | [STRATEGY] Pricing & Scaling Mindset for Growth with Accala Kessler 128 | [STRATEGY] Pricing & Scaling Mindset for Growth with Accala Kessler Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-14131524 Wed, 13 Dec 2023 00:00:00 -0700 2183 128 full false [MINI] Ep 7 | Sales Tax Automation for E-Commerce [MINI] Ep 7 | Sales Tax Automation for E-Commerce Send us Fan Mail

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:

Join the next free training >

]]> Send us Fan Mail

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:

Join the next free training >

]]> Buzzsprout-14128183 Mon, 11 Dec 2023 12:00:00 -0700 708 bonus false 127 | [STRATEGY] Effectively Training & Mentoring Your Bookkeeping Team with Joanne Sharma 127 | [STRATEGY] Effectively Training & Mentoring Your Bookkeeping Team with Joanne Sharma Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-14097157 Wed, 06 Dec 2023 00:00:00 -0700 1433 127 full false 126 | Which program is right for me? 126 | Which program is right for me? Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Buzzsprout-14056915 Wed, 29 Nov 2023 09:00:00 -0700 1692 126 full false [MINI] Ep 6 ⎸ How to Follow up with a busy lead near Year End [MINI] Ep 6 ⎸ How to Follow up with a busy lead near Year End Send us Fan Mail

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:

Join the next free training >

]]> Send us Fan Mail

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-14032691 Mon, 27 Nov 2023 00:00:00 -0700 238 bonus false 125 ⎸ Borrowed Confidence with David Richter 125 ⎸ Borrowed Confidence with David Richter Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-14012195 Wed, 22 Nov 2023 00:00:00 -0700 3524 125 full false 124 ⎸ Mindfulness Hacks for Accountants with Vimal Bava 124 ⎸ Mindfulness Hacks for Accountants with Vimal Bava Send us Fan Mail

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:

Join the next free training >

]]> Send us Fan Mail

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-13950519 Wed, 15 Nov 2023 00:00:00 -0700 1389 124 full false [MINI] Ep 5 ⎸ Starting a Bookkeeping Business with no Tax Experience [MINI] Ep 5 ⎸ Starting a Bookkeeping Business with no Tax Experience Send us Fan Mail

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:

---

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:

Join the next free training >

]]> Send us Fan Mail

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:

---

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-13957162 Mon, 13 Nov 2023 00:00:00 -0700 384 bonus false 123 ⎸ Are you Ready for Year End? 123 ⎸ Are you Ready for Year End? Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-13926834 Wed, 08 Nov 2023 00:00:00 -0700 1161 123 full false 122 ⎸ Mastering your Inner Dialogue for Success and Happiness with Sharon Hefetz 122 ⎸ Mastering your Inner Dialogue for Success and Happiness with Sharon Hefetz Send us Fan Mail

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:

Join the next free training >

]]> Send us Fan Mail

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:

Join the next free training >

]]> Buzzsprout-13864409 Wed, 01 Nov 2023 00:00:00 -0700 3008 122 full false [MINI] Ep 4 ⎸ When you have questions or corrections for your bookkeeper, where do you communicate those? [MINI] Ep 4 ⎸ When you have questions or corrections for your bookkeeper, where do you communicate those? Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-13824615 Mon, 30 Oct 2023 00:00:00 -0700 263 bonus false 121 ⎸ Replacing your corporate benefits with Karrisa Martino 121 ⎸ Replacing your corporate benefits with Karrisa Martino Send us Fan Mail

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:

Join the next free training >

]]> Send us Fan Mail

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-13838209 Wed, 25 Oct 2023 00:00:00 -0700 2355 121 full false 120 ⎸ [STRATEGY] Events, Team Training, & Automations with Becky Hesson 120 ⎸ [STRATEGY] Events, Team Training, & Automations with Becky Hesson Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Buzzsprout-13800170 Wed, 18 Oct 2023 00:00:00 -0700 2454 120 full false [MINI] Ep 3 | 5 Key Reports [MINI] Ep 3 | 5 Key Reports Send us Fan Mail

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:

Join the next free training >

]]> Send us Fan Mail

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:

Join the next free training >

]]> Buzzsprout-13783651 Mon, 16 Oct 2023 00:00:00 -0700 177 bonus false 119 ⎸ [NICHE] Accounting for Winemakers with Zane Stevens 119 ⎸ [NICHE] Accounting for Winemakers with Zane Stevens Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Buzzsprout-13747421 Wed, 11 Oct 2023 00:00:00 -0700 3535 119 full false 118 ⎸ Mastering SEO with Kristen Corey 118 ⎸ Mastering SEO with Kristen Corey Send us Fan Mail

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:

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:


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:

Join the next free training >

]]> Send us Fan Mail

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:

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:


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:

Join the next free training >

]]> Buzzsprout-13695241 Wed, 04 Oct 2023 00:00:00 -0700 2529 118 full false [MINI] Ep 2 ⎸ How to Get Bank Statements in a Timely Way [MINI] Ep 2 ⎸ How to Get Bank Statements in a Timely Way Send us Fan Mail

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:


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:

Join the next free training >

]]> Send us Fan Mail

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:


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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-13694569 Mon, 02 Oct 2023 00:00:00 -0700 228 bonus false 117 ⎸ [SYSTEMS] Scrutinize with John Rea 117 ⎸ [SYSTEMS] Scrutinize with John Rea Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-13645701 Wed, 27 Sep 2023 00:00:00 -0700 2393 117 full false 116 ⎸ [SYSTEMS] Jetpack Workflow with David Cristello 116 ⎸ [SYSTEMS] Jetpack Workflow with David Cristello Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Buzzsprout-13615107 Wed, 20 Sep 2023 00:00:00 -0700 3126 116 full false 115 ⎸ [SYSTEMS] Onboarding with Alyssa Lang 115 ⎸ [SYSTEMS] Onboarding with Alyssa Lang Send us Fan Mail

In this SYSTEMS episode, we have Alyssa Lang (Workflow Queen!) on with us again! We talk about ensuring clarity & efficiency in your client's onboarding journey, and we highlight the significance of creating seamless systems that allow for easier outsourcing or delegation.

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:

SOFTWARE:

OTHER PODCAST EPISODES WITH ALYSSA:

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!

Visit her website

Follow her on IG @workflowqueen

Listen to her podcast: Conquering Workflows & Systems

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 >

Thank you for your support of our show. If you'd like to leave a review, click HERE.

Join the next free training >

]]> Send us Fan Mail

In this SYSTEMS episode, we have Alyssa Lang (Workflow Queen!) on with us again! We talk about ensuring clarity & efficiency in your client's onboarding journey, and we highlight the significance of creating seamless systems that allow for easier outsourcing or delegation.

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:

SOFTWARE:

OTHER PODCAST EPISODES WITH ALYSSA:

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!

Visit her website

Follow her on IG @workflowqueen

Listen to her podcast: Conquering Workflows & Systems

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 >

Thank you for your support of our show. If you'd like to leave a review, click HERE.

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-13566225 Wed, 13 Sep 2023 00:00:00 -0700 2095 115 full false 114 ⎸ [SYSTEMS] TaxDome for Bookkeepers with Cabot & Main 114 ⎸ [SYSTEMS] TaxDome for Bookkeepers with Cabot & Main Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-13522106 Wed, 06 Sep 2023 00:00:00 -0700 2512 114 full false [MINI] Ep 1 ⎸ Marketing as an Introvert [MINI] Ep 1 ⎸ Marketing as an Introvert Send us Fan Mail

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:

]]> Send us Fan Mail

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:

]]> Buzzsprout-13514832 Mon, 04 Sep 2023 00:00:00 -0700 323 bonus false 113 ⎸ [NICHE] E-commerce with Meryl Johnston 113 ⎸ [NICHE] E-commerce with Meryl Johnston Send us Fan Mail

In this NICHE series episode, I talk with Meryl Johnston, the co-founder of Bean Ninjas. She shares her journey into e-commerce accounting and the valuable lessons she's learned along the way. From managing a team of contractors to choosing profitable clients, she provides valuable tips for success.

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:

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. She is now focused on her podcast, the Lifestyle Accountant Show, and investing in businesses in the accounting industry.

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:

Join the next free training >

]]> Send us Fan Mail

In this NICHE series episode, I talk with Meryl Johnston, the co-founder of Bean Ninjas. She shares her journey into e-commerce accounting and the valuable lessons she's learned along the way. From managing a team of contractors to choosing profitable clients, she provides valuable tips for success.

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:

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. She is now focused on her podcast, the Lifestyle Accountant Show, and investing in businesses in the accounting industry.

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:

Join the next free training >

]]> Buzzsprout-13419241 Wed, 30 Aug 2023 00:00:00 -0700 3199 113 full false 112 ⎸ [NICHE] Real Estate Professionals with Kelly Wigington 112 ⎸ [NICHE] Real Estate Professionals with Kelly Wigington Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Buzzsprout-13395189 Wed, 23 Aug 2023 00:00:00 -0700 2875 112 full false 111 ⎸ [NICHE] Property Management with Haley Bonczyk 111 ⎸ [NICHE] Property Management with Haley Bonczyk Send us Fan Mail

In this NICHE series episode, I chat with Haley Bonczyk, 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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

In this NICHE series episode, I chat with Haley Bonczyk, 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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-13398700 Wed, 16 Aug 2023 00:00:00 -0700 2379 111 full false 110 ⎸ [NICHE] Hospitality with Tyler Otto 110 ⎸ [NICHE] Hospitality with Tyler Otto Send us Fan Mail

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:

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.

Connect with Tyler:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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.

Connect with Tyler:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-13347537 Wed, 09 Aug 2023 00:00:00 -0700 2937 110 full false 109 ⎸ [NICHE] Travel & Tourism with Kirstin Reeder 109 ⎸ [NICHE] Travel & Tourism with Kirstin Reeder Send us Fan Mail

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 (5 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:

 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

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:

Join the next free training >

]]> Send us Fan Mail

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 (5 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:

 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

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-13316210 Wed, 02 Aug 2023 00:00:00 -0700 3862 109 full false 108 ⎸ [NICHE] Anti-Niche with Dan Luthi 108 ⎸ [NICHE] Anti-Niche with Dan Luthi Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-13281319 Wed, 26 Jul 2023 00:00:00 -0700 3286 108 full false 107 ⎸ [NICHE] Unlocking the Secrets to Cannabis Bookkeeping with Sean Coggins 107 ⎸ [NICHE] Unlocking the Secrets to Cannabis Bookkeeping with Sean Coggins Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-13242054 Wed, 19 Jul 2023 00:00:00 -0700 2677 107 full false 106 ⎸ [NICHE] Bookkeeping for Female Real Estate Investors with Randy Ballen 106 ⎸ [NICHE] Bookkeeping for Female Real Estate Investors with Randy Ballen Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

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:

Join the next free training >

]]> Buzzsprout-13205494 Wed, 12 Jul 2023 00:00:00 -0700 2669 106 full false 105 ⎸ [STRATEGY] Turning off the busy-ness 105 ⎸ [STRATEGY] Turning off the busy-ness Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-13155893 Wed, 05 Jul 2023 00:00:00 -0700 3489 105 full false 104 ⎸ [Q&A] Goal-setting & Financial Planning 104 ⎸ [Q&A] Goal-setting & Financial Planning Send us Fan Mail

In this Q&A episode, I talk about the importance of goal-setting and walk you through a special visualization exercise. I also talk about how to increase leads, share strategies for attracting the type of clients you want, and dive into the profit-first method. Come get your biz tips!

In this episode you’ll hear:

  • strategies for setting money goals and time goals
  • an exercise for visualizing the future
  • how to pay yourself more
  • tips for increasing revenue


Resources mentioned in 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
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:

Join the next free training >

]]> Send us Fan Mail

In this Q&A episode, I talk about the importance of goal-setting and walk you through a special visualization exercise. I also talk about how to increase leads, share strategies for attracting the type of clients you want, and dive into the profit-first method. Come get your biz tips!

In this episode you’ll hear:

  • strategies for setting money goals and time goals
  • an exercise for visualizing the future
  • how to pay yourself more
  • tips for increasing revenue


Resources mentioned in 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
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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-13120419 Wed, 28 Jun 2023 00:00:00 -0700 2818 104 full false 103 ⎸ [Q&A] Why DIY E-Commerce is no-go 103 ⎸ [Q&A] Why DIY E-Commerce is no-go Send us Fan Mail

In this Q&A episode, Serena talks about her experience taking a break from social media and how it benefited her mental health. She also shares tips on managing business social media pages and taking a closure period to focus on CEO work. Plus, you’ll hear her answer questions related to pricing and managing Ecommerce. Come get some actionable tips!

In this episode you’ll hear:

  • details on Serena’s social media hiatus
  • how we handle holiday/closure periods
  • how to include software subscriptions in your pricing
  • strategies related to DIY Ecommerce

Resources mentioned in 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

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:

Join the next free training >

]]> Send us Fan Mail

In this Q&A episode, Serena talks about her experience taking a break from social media and how it benefited her mental health. She also shares tips on managing business social media pages and taking a closure period to focus on CEO work. Plus, you’ll hear her answer questions related to pricing and managing Ecommerce. Come get some actionable tips!

In this episode you’ll hear:

  • details on Serena’s social media hiatus
  • how we handle holiday/closure periods
  • how to include software subscriptions in your pricing
  • strategies related to DIY Ecommerce

Resources mentioned in 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

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-13071921 Wed, 21 Jun 2023 00:00:00 -0700 2496 103 full false 102 ⎸ [Q&A] Simplify Your Clients Onboarding Experience 102 ⎸ [Q&A] Simplify Your Clients Onboarding Experience Send us Fan Mail

In this Q&A episode, we’re tackling all things client onboarding. Serena shares tips on automating follow-ups, creating custom proposals, and scheduling follow-up appointments to gauge client interest. Plus, tips for recruiting and creating a checklist for future hires. This one is packed with goodies!

In this episode you’ll hear:

  • software recommendations for creating proposals & for HR support
  • how to present multiple service options to potential clients
  • how to implement flat-rate pricing
  • how to establish credibility with new clients

Resources mentioned in 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
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:

Join the next free training >

]]> Send us Fan Mail

In this Q&A episode, we’re tackling all things client onboarding. Serena shares tips on automating follow-ups, creating custom proposals, and scheduling follow-up appointments to gauge client interest. Plus, tips for recruiting and creating a checklist for future hires. This one is packed with goodies!

In this episode you’ll hear:

  • software recommendations for creating proposals & for HR support
  • how to present multiple service options to potential clients
  • how to implement flat-rate pricing
  • how to establish credibility with new clients

Resources mentioned in 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
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:

Join the next free training >

]]> Buzzsprout-13034883 Wed, 14 Jun 2023 00:00:00 -0700 1563 102 full false 101 ⎸ [Q&A] Keeping it Secure: File sharing for Bookkeepers 101 ⎸ [Q&A] Keeping it Secure: File sharing for Bookkeepers Send us Fan Mail

On this episode, we’re airing another Q&A! This time, Serena answers questions from our very own Ambitious community. 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:


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:

Join the next free training >

]]> Send us Fan Mail

On this episode, we’re airing another Q&A! This time, Serena answers questions from our very own Ambitious community. 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:


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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-12985292 Wed, 07 Jun 2023 00:00:00 -0700 2512 101 full false 100 ⎸ [Q&A] Booking Qualified Leads: Intake Process for Bookkeepers 100 ⎸ [Q&A] Booking Qualified Leads: Intake Process for Bookkeepers Send us Fan Mail

This is a very, very exciting & special episode because it is our 100th episode!🍾  You're in for a treat because we're pulling questions from our audience. And my team member, Tia - our bookkeeper & resident designer - is on to help read the Q’s.

In this episode you’ll hear:

  • how to create a productive work culture
  • branding advice from Tia
  • tips on hiring a part-time bookkeeper
  • tips on handling client bank access
  • strategies for effective website building
  • and MORE!

If you’re interested in using OpenPhone please use my referral 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
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:

Join the next free training >

]]> Send us Fan Mail

This is a very, very exciting & special episode because it is our 100th episode!🍾  You're in for a treat because we're pulling questions from our audience. And my team member, Tia - our bookkeeper & resident designer - is on to help read the Q’s.

In this episode you’ll hear:

  • how to create a productive work culture
  • branding advice from Tia
  • tips on hiring a part-time bookkeeper
  • tips on handling client bank access
  • strategies for effective website building
  • and MORE!

If you’re interested in using OpenPhone please use my referral 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
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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-12931685 Wed, 31 May 2023 00:00:00 -0700 2585 100 full false 99 ⎸ Balancing loyalty to clients with loyalty to self 99 ⎸ Balancing loyalty to clients with loyalty to self Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-12905514 Wed, 24 May 2023 00:00:00 -0700 858 99 full false [BONUS] Case Study: Misa Bacon - from the very first BBA cohort [BONUS] Case Study: Misa Bacon - from the very first BBA cohort Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-12907551 Tue, 23 May 2023 19:00:00 -0700 4527 full false 98 ⎸ Balancing Client Acquisition with Delivering on Promises 98 ⎸ Balancing Client Acquisition with Delivering on Promises Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-12875941 Thu, 18 May 2023 10:00:00 -0700 1237 98 full false 97 ⎸ From Public Accounting to Firm Owner with Stephen Crandall, CPA 97 ⎸ From Public Accounting to Firm Owner with Stephen Crandall, CPA Send us Fan Mail

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!

About Stephen:
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:

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:

Join the next free training >

]]> Send us Fan Mail

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!

About Stephen:
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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-12801633 Wed, 10 May 2023 00:00:00 -0700 3143 97 full false 95 ⎸ [STRATEGY] How to handle Prior Year Cleanup Issues 95 ⎸ [STRATEGY] How to handle Prior Year Cleanup Issues Send us Fan Mail

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:

Join the next free training >

]]> Send us Fan Mail

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-12652428 Wed, 26 Apr 2023 00:00:00 -0700 1744 95 full false 94 ⎸ Niche your Brand with Mallika Malhotra 94 ⎸ Niche your Brand with Mallika Malhotra Send us Fan Mail

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

Meet Mallika:
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:

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:

Join the next free training >

]]> Send us Fan Mail

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

Meet Mallika:
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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-12632917 Wed, 19 Apr 2023 00:00:00 -0700 2493 94 full false 93 ⎸ The Accounting Marketing Machine with Michael King 93 ⎸ The Accounting Marketing Machine with Michael King Send us Fan Mail

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

Michael King is the CEO of KFE Solutions, a fractional CFO firm based in Dallas, Texas, and the founder of The CFO Accelerator, where he works with accountants and fractional CFOs who are looking to start to scale and optimize their advisory services.
 
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:

Join the next free training >

]]> Send us Fan Mail

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

Michael King is the CEO of KFE Solutions, a fractional CFO firm based in Dallas, Texas, and the founder of The CFO Accelerator, where he works with accountants and fractional CFOs who are looking to start to scale and optimize their advisory services.
 
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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-12611238 Wed, 12 Apr 2023 00:00:00 -0700 2635 93 full false 91 ⎸ Building Friendships as an Entrepreneur with Rita Hallaveld 91 ⎸ Building Friendships as an Entrepreneur with Rita Hallaveld Send us Fan Mail

In this special interview episode, I have my sister on the podcast! She’s 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:

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:

Join the next free training >

]]> Send us Fan Mail

In this special interview episode, I have my sister on the podcast! She’s 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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-12543273 Wed, 29 Mar 2023 12:00:00 -0700 2624 91 full false 90 ⎸ [STRATEGY] Getting time back when you're at capacity 90 ⎸ [STRATEGY] Getting time back when you're at capacity Send us Fan Mail

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:

Join the next free training >

]]> Send us Fan Mail

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-12487118 Wed, 22 Mar 2023 00:00:00 -0700 2792 90 full false 89 ⎸ Leverage Your LinkedIn Marketing Strategy for Effective B2B Growth with Marisa Shadrick 89 ⎸ Leverage Your LinkedIn Marketing Strategy for Effective B2B Growth with Marisa Shadrick Send us Fan Mail

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:

Join the next free training >

]]> Send us Fan Mail

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-12409833 Wed, 15 Mar 2023 00:00:00 -0700 2655 89 full false 88 ⎸ Creating a Plan for Taking the Leap 88 ⎸ Creating a Plan for Taking the Leap Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-12394280 Wed, 08 Mar 2023 00:00:00 -0700 1360 88 full false 86 ⎸ Pricing traps & diagnostic reviews 86 ⎸ Pricing traps & diagnostic reviews Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-12290673 Wed, 22 Feb 2023 00:00:00 -0700 1193 86 full false 85 ⎸ Choosing the Right Marketing Strategy with Alyssa Lang 85 ⎸ Choosing the Right Marketing Strategy with Alyssa Lang Send us Fan Mail

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

Instagram

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.

Join the next free training >

]]> Send us Fan Mail

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

Instagram

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.

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-12251732 Wed, 15 Feb 2023 00:00:00 -0700 2192 85 full false 84 ⎸ Don’t forget about Tangible Property at Year End 84 ⎸ Don’t forget about Tangible Property at Year End Send us Fan Mail

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:

Join the next free training >

]]> Send us Fan Mail

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:

Join the next free training >

]]> Buzzsprout-12204265 Wed, 08 Feb 2023 00:00:00 -0700 943 84 full false 82 ⎸ Elevate Alumni Panel 82 ⎸ Elevate Alumni Panel Send us Fan Mail

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:


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:

Join the next free training >

]]> Send us Fan Mail

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:


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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-12106677 Wed, 25 Jan 2023 00:00:00 -0700 1493 82 full false 81 ⎸ My Biggest Mistakes in Business 81 ⎸ My Biggest Mistakes in Business Send us Fan Mail

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:

Join the next free training >

]]> Send us Fan Mail

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:

Join the next free training >

]]> Buzzsprout-12021293 Wed, 11 Jan 2023 00:00:00 -0700 925 81 full false 80 ⎸ Alumni Panel: Bahiya & Penny 80 ⎸ Alumni Panel: Bahiya & Penny Send us Fan Mail

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:

Join the next free training >

]]> Send us Fan Mail

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-11976161 Wed, 04 Jan 2023 00:00:00 -0700 1337 80 full false 79 ⎸ Accounting for Cannabis with Simone Cimiluca-Radzins 79 ⎸ Accounting for Cannabis with Simone Cimiluca-Radzins Send us Fan Mail

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:

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:

Join the next free training >

]]> Send us Fan Mail

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:

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:

Join the next free training >

]]> https://www.ambitiousbookkeeper.com/blog/79 Simone Cimiluca-Radzins Buzzsprout-11900785 Wed, 21 Dec 2022 00:00:00 -0700 2779 79 full false 78 ⎸ Core Values to Run Your Business on 78 ⎸ Core Values to Run Your Business on Send us Fan Mail

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:

Join the next free training >

]]> Send us Fan Mail

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:

Join the next free training >

]]> Buzzsprout-11824720 Wed, 14 Dec 2022 00:00:00 -0700 2940 78 full false 77 ⎸ What happens to your business if something happens to you? With Julee Yokoyama 77 ⎸ What happens to your business if something happens to you? With Julee Yokoyama Send us Fan Mail

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:

LinkedIn

YouTube

Instagram

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:


Join the next free training >

]]> Send us Fan Mail

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:

LinkedIn

YouTube

Instagram

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:


Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-11811701 Wed, 07 Dec 2022 00:00:00 -0700 2986 77 full false 76 ⎸ Being Present is The Most Profitable Thing You Can Do with Katie Fleming 76 ⎸ Being Present is The Most Profitable Thing You Can Do with Katie Fleming Send us Fan Mail

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.

Connect with Katie:

Instagram

Website

💻 Ambitious Mom® Brand

📖 Leadership & Self Deception

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

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:

Join the next free training >

]]> Send us Fan Mail

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.

Connect with Katie:

Instagram

Website

💻 Ambitious Mom® Brand

📖 Leadership & Self Deception

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

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:

Join the next free training >

]]> Buzzsprout-11786818 Wed, 30 Nov 2022 00:00:00 -0700 2246 76 full false 75 ⎸ How to leverage your expertise with Sabrina Parsons, CEO of LivePlan 75 ⎸ How to leverage your expertise with Sabrina Parsons, CEO of LivePlan Send us Fan Mail

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:

Join the next free training >

]]> Send us Fan Mail

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-11730365 Wed, 23 Nov 2022 00:00:00 -0700 3034 75 full false 74 ⎸ Building an Enduring Business with Natalie Eckdahl 74 ⎸ Building an Enduring Business with Natalie Eckdahl Send us Fan Mail

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

This episode sponsored by: keeper.app → use code AB 20 for 20% off your first 3 months

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:

Join the next free training >

]]> Send us Fan Mail

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

This episode sponsored by: keeper.app → use code AB 20 for 20% off your first 3 months

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-11705434 Wed, 16 Nov 2022 00:00:00 -0700 3252 74 full false 73 ⎸ Taking over your Parents' Accounting Firm with Erin Andrews 73 ⎸ Taking over your Parents' Accounting Firm with Erin Andrews Send us Fan Mail

In this Interview episode I chat with Co-host Erin Andrews of the Owners & 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.

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

This episode sponsored by: keeper.app → use code AB 20 for 20% off your first 3 months

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:

Join the next free training >

]]> Send us Fan Mail

In this Interview episode I chat with Co-host Erin Andrews of the Owners & 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.

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

This episode sponsored by: keeper.app → use code AB 20 for 20% off your first 3 months

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-11655609 Wed, 09 Nov 2022 00:00:00 -0700 2369 73 full false 72 ⎸ The Other Side of the Burnout Bridge With S² (Scott Scarano) 72 ⎸ The Other Side of the Burnout Bridge With S² (Scott Scarano) Send us Fan Mail

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:

Join the next free training >

]]> Send us Fan Mail

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:

Join the next free training >

]]> Buzzsprout-11614698 Wed, 02 Nov 2022 00:00:00 -0700 5429 72 full false 71 ⎸ What to do when everything seems too much 71 ⎸ What to do when everything seems too much Send us Fan Mail

In this solo episode, I’m giving you 7 simple steps to use when you feel like throwing in the towel or burning it all down. Entrepreneurship is hard. You’re not alone. 

In this episode you’ll hear: 

  • How to silence the noise
  • How to protect your time
  • How to give your brain space to rest
  • Important questions to reflect on

By the way, here’s that awesome novel I was talking about: 📘 Merewif - By Amanda Adam

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:

Join the next free training >

]]> Send us Fan Mail

In this solo episode, I’m giving you 7 simple steps to use when you feel like throwing in the towel or burning it all down. Entrepreneurship is hard. You’re not alone. 

In this episode you’ll hear: 

  • How to silence the noise
  • How to protect your time
  • How to give your brain space to rest
  • Important questions to reflect on

By the way, here’s that awesome novel I was talking about: 📘 Merewif - By Amanda Adam

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:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-11578015 Wed, 26 Oct 2022 23:00:00 -0700 956 71 full false 70 ⎸ Ashly Lindberg Student Spotlight 70 ⎸ Ashly Lindberg Student Spotlight Send us Fan Mail

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.

Join the next free training >

]]> Send us Fan Mail

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.

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-11527336 Wed, 19 Oct 2022 00:00:00 -0700 1706 70 full false 69 ⎸ Communicating Your Value & Building Confidence with Geraldine Carter 69 ⎸ Communicating Your Value & Building Confidence with Geraldine Carter Send us Fan Mail

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

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.

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.

Join the next free training >

]]> Send us Fan Mail

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

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.

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.

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-11480498 Wed, 12 Oct 2022 00:00:00 -0700 2139 69 full false 68 ⎸ Client turned Bookkeeper with Austen & Gina 68 ⎸ Client turned Bookkeeper with Austen & Gina Send us Fan Mail

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!

Connect with Austen and Gina here: https://www.linkedin.com/in/austenmeier

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


Join the next free training >

]]> Send us Fan Mail

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!

Connect with Austen and Gina here: https://www.linkedin.com/in/austenmeier

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


Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-11438997 Wed, 05 Oct 2022 00:00:00 -0700 2535 68 full false 67 ⎸ How to meet with clients 67 ⎸ How to meet with clients Send us Fan Mail

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

Join the next free training >

]]> Send us Fan Mail

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

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-11391095 Wed, 28 Sep 2022 00:00:00 -0700 1293 67 full false 66 ⎸ Should you offer Advisory? 66 ⎸ Should you offer Advisory? Send us Fan Mail

 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

Join the next free training >

]]> Send us Fan Mail

 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

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-11349854 Wed, 21 Sep 2022 00:00:00 -0700 1756 66 full false 65 ⎸ Cashflow Forecasting Basics 65 ⎸ Cashflow Forecasting Basics Send us Fan Mail

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

Join the next free training >

]]> Send us Fan Mail

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

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-11316173 Wed, 14 Sep 2022 00:00:00 -0700 881 65 full false 64 ⎸ How we collaborate with clients Part 2 64 ⎸ How we collaborate with clients Part 2 Send us Fan Mail

 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)

Resources Mentioned In 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 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

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 next free training >

]]> Send us Fan Mail

 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)

Resources Mentioned In 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 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

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 next free training >

]]> Buzzsprout-11274461 Wed, 07 Sep 2022 00:00:00 -0700 2965 64 full false 63 ⎸ How we work virtually as a team Part 1 63 ⎸ How we work virtually as a team Part 1 Send us Fan Mail

 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)

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


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 next free training >

]]> Send us Fan Mail

 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)

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


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 next free training >

]]> Serena Shoup, CPA Buzzsprout-11176812 Wed, 24 Aug 2022 00:00:00 -0700 1647 63 full false 62 ⎸ Starting a Bookkeeping Biz in 2022: Should you contract with another firm? 62 ⎸ Starting a Bookkeeping Biz in 2022: Should you contract with another firm? Send us Fan Mail

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:

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

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 next free training >

]]> Send us Fan Mail

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:

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

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 next free training >

]]> Buzzsprout-11152061 Wed, 17 Aug 2022 00:00:00 -0700 1185 62 full false 61 ⎸ Building a Bookkeeping Business to Sell with Blake Oliver 61 ⎸ Building a Bookkeeping Business to Sell with Blake Oliver Send us Fan Mail

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

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 next free training >

]]> Send us Fan Mail

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

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 next free training >

]]> Buzzsprout-11112616 Wed, 10 Aug 2022 00:00:00 -0700 3052 61 full false 60 ⎸ Mastering Your Mindset with Mariette Martinez 60 ⎸ Mastering Your Mindset with Mariette Martinez Send us Fan Mail

In this episode you’ll hear:

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

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 next free training >

]]> Send us Fan Mail

In this episode you’ll hear:

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

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 next free training >

]]> Buzzsprout-11073747 Tue, 02 Aug 2022 23:00:00 -0700 3461 60 full false 59 ⎸ How to Keep Your Client Data Secure 59 ⎸ How to Keep Your Client Data Secure Send us Fan Mail

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:

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

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 next free training >

]]> Send us Fan Mail

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:

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

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 next free training >

]]> Serena Shoup, CPA Buzzsprout-11034359 Wed, 27 Jul 2022 00:00:00 -0700 1603 59 full false 58 ⎸ The Honest Truth about Running a Business with Alyssa Lang 58 ⎸ The Honest Truth about Running a Business with Alyssa Lang Send us Fan Mail

 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

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 next free training >

]]> Send us Fan Mail

 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

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 next free training >

]]> Buzzsprout-10989870 Wed, 20 Jul 2022 00:00:00 -0700 3333 58 full true 57 ⎸ Uplevel Your Client Experience with Charlotte Isaac 57 ⎸ Uplevel Your Client Experience with Charlotte Isaac Send us Fan Mail

 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

Join the next free training >

]]> Send us Fan Mail

 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

Join the next free training >

]]> Buzzsprout-10953076 Wed, 13 Jul 2022 00:00:00 -0700 1960 57 full false 56 ⎸ Infusing Personality into Your Business with Liz Wilcox 56 ⎸ Infusing Personality into Your Business with Liz Wilcox Send us Fan Mail

 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

Join the next free training >

]]> Send us Fan Mail

 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

Join the next free training >

]]> Buzzsprout-10912232 Wed, 06 Jul 2022 00:00:00 -0700 2582 56 full false [BONUS] How to Package + Sell Advisory Services with Alyssa + Serena [BONUS] How to Package + Sell Advisory Services with Alyssa + Serena Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Buzzsprout-10886896 Thu, 30 Jun 2022 16:00:00 -0700 4666 bonus true 55 ⎸ How to stay motivated with Hannah Robinson & Melissa Honan 55 ⎸ How to stay motivated with Hannah Robinson & Melissa Honan Send us Fan Mail

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.

Connect with our guests on Instagram:

@bookkeepersdotcom & @honanconsulting

Sign up for Bookkeeper Launch and use Promo code: ILB10AMBITIOUS


Join the next free training >

]]> Send us Fan Mail

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.

Connect with our guests on Instagram:

@bookkeepersdotcom & @honanconsulting

Sign up for Bookkeeper Launch and use Promo code: ILB10AMBITIOUS


Join the next free training >

]]> Buzzsprout-10874274 Wed, 29 Jun 2022 00:00:00 -0700 2551 55 full false 53 ⎸ What if it Were Easy? with Ben Day 53 ⎸ What if it Were Easy? with Ben Day Send us Fan Mail

 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


About Ben:
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.


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.

Join the next free training >

]]> Send us Fan Mail

 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


About Ben:
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.


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.

Join the next free training >

]]> Buzzsprout-10796284 Tue, 14 Jun 2022 23:00:00 -0700 2708 53 full false 52 ⎸ Hiring for your firm with Meriah, my Integrator 52 ⎸ Hiring for your firm with Meriah, my Integrator Send us Fan Mail

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.


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

Join the next free training >

]]> Send us Fan Mail

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.


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

Join the next free training >

]]> Buzzsprout-10755048 Wed, 08 Jun 2022 00:00:00 -0700 3109 52 full false 51 ⎸ How to make more and work less with James Wedmore 51 ⎸ How to make more and work less with James Wedmore Send us Fan Mail

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  >>

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.


Join the next free training >

]]> Send us Fan Mail

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  >>

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.


Join the next free training >

]]> Buzzsprout-10715976 Wed, 01 Jun 2022 00:00:00 -0700 1702 51 full false 50 ⎸ [STRATEGY] How to sell additional services your clients need 50 ⎸ [STRATEGY] How to sell additional services your clients need Send us Fan Mail

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

Join the next free training >

]]> Send us Fan Mail

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

Join the next free training >

]]> Buzzsprout-10677558 Wed, 25 May 2022 00:00:00 -0700 1597 50 full false 49 ⎸ Creating a Seamless Onboarding Experience with Kendra Courtney 49 ⎸ Creating a Seamless Onboarding Experience with Kendra Courtney Send us Fan Mail

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 Dubsado Decoded 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

Join the next free training >

]]> Send us Fan Mail

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 Dubsado Decoded 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

Join the next free training >

]]> Buzzsprout-10637737 Tue, 17 May 2022 23:00:00 -0700 2848 49 full false 48 ⎸ Be a Digital CEO with James Wedmore 48 ⎸ Be a Digital CEO with James Wedmore Send us Fan Mail

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>>

Tune into Jame’s FREE series: Rise of the Digital CEO Starting June 2, 2022 >> https://www.jameswedmoretraining.com/a/2147513259/zPShVuzt

Business By Design>>>

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

Join the next free training >

]]> Send us Fan Mail

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>>

Tune into Jame’s FREE series: Rise of the Digital CEO Starting June 2, 2022 >> https://www.jameswedmoretraining.com/a/2147513259/zPShVuzt

Business By Design>>>

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

Join the next free training >

]]> Buzzsprout-10597637 Wed, 11 May 2022 00:00:00 -0700 3799 48 full false 47 ⎸ What is the deal with Advisory? 47 ⎸ What is the deal with Advisory? Send us Fan Mail

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

Join the next free training >

]]> Send us Fan Mail

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

Join the next free training >

]]> Buzzsprout-10555118 Wed, 04 May 2022 00:00:00 -0700 1263 47 full false 46 ⎸ Building a remote Virtual CFO Firm with Jody Grunden 46 ⎸ Building a remote Virtual CFO Firm with Jody Grunden Send us Fan Mail

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

Join the next free training >

]]> Send us Fan Mail

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

Join the next free training >

]]> Buzzsprout-10521626 Thu, 28 Apr 2022 08:00:00 -0700 2680 46 full false 45 ⎸ When Will I Be Ready for Advisory? 45 ⎸ When Will I Be Ready for Advisory? Send us Fan Mail

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

Join the next free training >

]]> Send us Fan Mail

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

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-10470611 Tue, 19 Apr 2022 23:00:00 -0700 1417 45 full false 44 ⎸ Best Advice from Accounting Course Creators 44 ⎸ Best Advice from Accounting Course Creators Send us Fan Mail

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

Join the next free training >

]]> Send us Fan Mail

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

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-10445058 Fri, 15 Apr 2022 09:00:00 -0700 822 44 full false 43 ⎸ What Creating a Course Has Actually Given Me 43 ⎸ What Creating a Course Has Actually Given Me Send us Fan Mail

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


Join the next free training >

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.

]]> Send us Fan Mail

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


Join the next free training >

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.

]]> Serena Shoup, CPA Buzzsprout-10388027 Wed, 06 Apr 2022 00:00:00 -0700 1764 43 full false 42 ⎸ How to help clients that want to DIY 42 ⎸ How to help clients that want to DIY Send us Fan Mail

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

Join the next free training >

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.

]]> Send us Fan Mail

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

Join the next free training >

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.

]]> Serena Shoup, CPA Buzzsprout-10341359 Wed, 30 Mar 2022 00:00:00 -0700 1201 42 full false 41 ⎸ What it's Like Launching Courses 41 ⎸ What it's Like Launching Courses Send us Fan Mail

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:

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

Join the next free training >

]]> Send us Fan Mail

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:

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

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-10301665 Wed, 23 Mar 2022 00:00:00 -0700 2733 41 full true 40 ⎸ Podcasting + Standing Out with Krystal Proffitt 40 ⎸ Podcasting + Standing Out with Krystal Proffitt Send us Fan Mail

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

Affiliate Links:

Join the next free training >

]]> Send us Fan Mail

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

Affiliate Links:

Join the next free training >

]]> Buzzsprout-10254933 Wed, 16 Mar 2022 00:00:00 -0700 2493 40 full false [BONUS] Bookkeeper Spotlight: Jen Fischer [BONUS] Bookkeeper Spotlight: Jen Fischer Send us Fan Mail

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

Affiliate Links:

Join the next free training >

]]> Send us Fan Mail

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

Affiliate Links:

Join the next free training >

]]> Buzzsprout-10225082 Thu, 10 Mar 2022 08:00:00 -0700 1446 bonus false 39 ⎸ Accounting + Human Design with Laura Torma 39 ⎸ Accounting + Human Design with Laura Torma Send us Fan Mail

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

  1. burnout
  2. boundaries
  3. using your intuition
  4. 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

Affiliate Links:

Join the next free training >

]]> Send us Fan Mail

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

  1. burnout
  2. boundaries
  3. using your intuition
  4. 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

Affiliate Links:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-10193464 Wed, 09 Mar 2022 00:00:00 -0700 2566 39 full false 38 ⎸ How to Find the Right Mentor 38 ⎸ How to Find the Right Mentor Send us Fan Mail

There’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

Affiliate Links:

Join the next free training >

]]> Send us Fan Mail

There’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

Affiliate Links:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-10138919 Wed, 02 Mar 2022 00:00:00 -0700 723 38 full false 37 ⎸ Overcoming the Fear Of... 37 ⎸ Overcoming the Fear Of... Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Buzzsprout-10127656 Wed, 23 Feb 2022 00:00:00 -0700 896 37 full false [BONUS] Bookkeeper Spotlights [BONUS] Bookkeeper Spotlights Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Buzzsprout-10103839 Sun, 20 Feb 2022 00:00:00 -0700 2186 bonus false 36 ⎸ How to Start A Bookkeeping Business 36 ⎸ How to Start A Bookkeeping Business Send us Fan Mail

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

Affiliate Links:

Join the next free training >

]]> Send us Fan Mail

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

Affiliate Links:

Join the next free training >

]]> Serena Shoup, CPA Buzzsprout-10073069 Wed, 16 Feb 2022 00:00:00 -0700 868 36 full false 35 ⎸ How To Run Your Business in 10 Hours Per Week with Neill Williams 35 ⎸ How To Run Your Business in 10 Hours Per Week with Neill Williams Send us Fan Mail

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:

  1. How you can cut your hours back in corporate by delivering a result in less time
  2. The two things you must understand in order to be able to build and run a business in 10 hours a week
  3. When perfectionism is okay
  4. and of course, a lot more to help you in your journey of business and transitioning out of corporate culture!

Connect with Neill:

Instagram

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

Affiliate Links:

Join the next free training >

]]> Send us Fan Mail

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:

  1. How you can cut your hours back in corporate by delivering a result in less time
  2. The two things you must understand in order to be able to build and run a business in 10 hours a week
  3. When perfectionism is okay
  4. and of course, a lot more to help you in your journey of business and transitioning out of corporate culture!

Connect with Neill:

Instagram

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

Affiliate Links:

Join the next free training >

]]> Buzzsprout-10040818 Wed, 09 Feb 2022 00:00:00 -0700 2687 35 full false 34 ⎸ The Secret to Your Marketing with Priscilla Parra 34 ⎸ The Secret to Your Marketing with Priscilla Parra Send us Fan Mail

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

  1. attracting the right clients based on your messaging
  2. how to start dialing in that messaging
  3. the number one thing you need in order to get clearer on that
  4. 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 next free training >

]]> Send us Fan Mail

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

  1. attracting the right clients based on your messaging
  2. how to start dialing in that messaging
  3. the number one thing you need in order to get clearer on that
  4. 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 next free training >

]]> Serena Shoup, CPA Buzzsprout-9992820 Wed, 02 Feb 2022 00:00:00 -0700 2298 34 full false 33 ⎸ Shifting into Becoming a Virtual CFO with Aimee LaLiberte 33 ⎸ Shifting into Becoming a Virtual CFO with Aimee LaLiberte Send us Fan Mail

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:


  1. shifting your mindset and limiting beliefs when going out on your own
  2. creating a plan to leave corporate
  3. advice for accounting students who want to start a business
  4. 3 things that provide immense value to clients
  5. creating results in your own business that you can translate into success for clients
  6. 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 next free training >

]]> Send us Fan Mail

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:


  1. shifting your mindset and limiting beliefs when going out on your own
  2. creating a plan to leave corporate
  3. advice for accounting students who want to start a business
  4. 3 things that provide immense value to clients
  5. creating results in your own business that you can translate into success for clients
  6. 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 next free training >

]]> Buzzsprout-9954305 Wed, 26 Jan 2022 00:00:00 -0700 2896 33 full false 32 ⎸ Offering CFO Services with Michael King 32 ⎸ Offering CFO Services with Michael King Send us Fan Mail

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:

  1. The best way to get started offering CFO/Advisory services
  2. The most important skill in offering CFO services
  3. 3 things clients are willing to pay top dollar for
  4. 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 next free training >

]]> Send us Fan Mail

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:

  1. The best way to get started offering CFO/Advisory services
  2. The most important skill in offering CFO services
  3. 3 things clients are willing to pay top dollar for
  4. 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 next free training >

]]> Buzzsprout-9911569 Wed, 19 Jan 2022 00:00:00 -0700 3889 32 full false 31 ⎸ Should You Put Your Prices on Your Website? 31 ⎸ Should You Put Your Prices on Your Website? Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Buzzsprout-9870110 Wed, 12 Jan 2022 00:00:00 -0700 850 31 full false 30 ⎸ Your First Hire for Your Firm 30 ⎸ Your First Hire for Your Firm Send us Fan Mail

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!

  1. What position to hire for first
  2. What to put in the job description
  3. Whether you should have an employee or a contractor
  4. 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 next free training >

]]> Send us Fan Mail

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!

  1. What position to hire for first
  2. What to put in the job description
  3. Whether you should have an employee or a contractor
  4. 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 next free training >

]]> Serena Shoup, CPA Buzzsprout-9833529 Wed, 05 Jan 2022 00:00:00 -0700 1183 30 full false 29 ⎸ Scaling Back to Scale Up 29 ⎸ Scaling Back to Scale Up Send us Fan Mail


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/vip

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 next free training >

]]> Send us Fan Mail


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/vip

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 next free training >

]]> Serena Shoup, CPA Buzzsprout-9800934 Wed, 29 Dec 2021 00:00:00 -0700 383 29 full false 28 ⎸ Goal Setting for 2022 28 ⎸ Goal Setting for 2022 Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Serena Shoup, CPA Buzzsprout-9758683 Wed, 22 Dec 2021 00:00:00 -0700 480 28 full false 27 ⎸ Simplify Your Leadership with Rhonda Delaney 27 ⎸ Simplify Your Leadership with Rhonda Delaney Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Serena Shoup, CPA Buzzsprout-9715916 Wed, 15 Dec 2021 00:00:00 -0700 3016 27 full false 26 ⎸ Improving Your Sales Skills with Poalo Rigo 26 ⎸ Improving Your Sales Skills with Poalo Rigo Send us Fan Mail

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

Instagram

Facebook

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 next free training >

]]> Send us Fan Mail

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

Instagram

Facebook

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 next free training >

]]> Buzzsprout-9673210 Wed, 08 Dec 2021 00:00:00 -0700 1916 26 full false 25 ⎸ How to Simplify Your Business with Megan, The Mompreneur Guide 25 ⎸ How to Simplify Your Business with Megan, The Mompreneur Guide Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Serena Shoup, CPA Buzzsprout-9633521 Wed, 01 Dec 2021 00:00:00 -0700 1665 25 full false 24 ⎸ How she got 20 clients with Yaussy Casmartino 24 ⎸ How she got 20 clients with Yaussy Casmartino Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Serena Shoup, CPA Buzzsprout-9580287 Wed, 24 Nov 2021 00:00:00 -0700 1322 24 full false 23 ⎸ What kind of Insurance do Bookkeepers Need? With Jock Wols 23 ⎸ What kind of Insurance do Bookkeepers Need? With Jock Wols Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Jock Wols Buzzsprout-9554557 Wed, 17 Nov 2021 00:00:00 -0700 3376 23 full false 22 ⎸ How to leverage your strengths with Anna Nelson 22 ⎸ How to leverage your strengths with Anna Nelson Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Serena Shoup, CPA Buzzsprout-9481391 Wed, 10 Nov 2021 00:00:00 -0700 3126 22 full false 21 ⎸ How to Breakthrough to the Next Level with Alyssa Lang 21 ⎸ How to Breakthrough to the Next Level with Alyssa Lang Send us Fan Mail

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,

  1. Free challenge (11/8 - 11/12): https://serenashoup.krtra.com/t/axGBX65PCHCp
  2. Instagram: https://www.instagram.com/workflowqueen/
  3. Website: https://www.workflowqueen.com/
  4. Retreat waitlist: https://www.breakthroughwithsystems.com/retreat-waitlist
  5. 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 next free training >

]]> Send us Fan Mail

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,

  1. Free challenge (11/8 - 11/12): https://serenashoup.krtra.com/t/axGBX65PCHCp
  2. Instagram: https://www.instagram.com/workflowqueen/
  3. Website: https://www.workflowqueen.com/
  4. Retreat waitlist: https://www.breakthroughwithsystems.com/retreat-waitlist
  5. 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 next free training >

]]> Serena Shoup, CPA Buzzsprout-9473349 Wed, 03 Nov 2021 00:00:00 -0700 2459 21 full false 20 ⎸ Make Bookkeeping Your Sidehustle with Kate Johnson 20 ⎸ Make Bookkeeping Your Sidehustle with Kate Johnson Send us Fan Mail

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:

LinkedIn

YouTube

Twitter

Instagram

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 next free training >

]]> Send us Fan Mail

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:

LinkedIn

YouTube

Twitter

Instagram

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 next free training >

]]> Serena Shoup, CPA Buzzsprout-9438424 Wed, 27 Oct 2021 00:00:00 -0700 2276 20 full false 19 ⎸ Why We're a Xero Firm 19 ⎸ Why We're a Xero Firm Send us Fan Mail

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!

  1. Xero Talks
  2. Xero advisor certification
  3. XERO DEMO REPLAY
  4. 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 next free training >

]]> Send us Fan Mail

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!

  1. Xero Talks
  2. Xero advisor certification
  3. XERO DEMO REPLAY
  4. 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 next free training >

]]> Buzzsprout-9399655 Wed, 20 Oct 2021 00:00:00 -0700 1876 19 full false 18 ⎸ Starting a bookkeeping business with no experience 18 ⎸ Starting a bookkeeping business with no experience Send us Fan Mail

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.

  1. Affiliate Links: Bookkeeper Launch, Become a Bookkeeper, Kickoff With Asana
  2. AIPB Certification
  3. 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 next free training >

]]> Send us Fan Mail

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.

  1. Affiliate Links: Bookkeeper Launch, Become a Bookkeeper, Kickoff With Asana
  2. AIPB Certification
  3. 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 next free training >

]]> Serena Shoup, CPA Buzzsprout-9359352 Wed, 13 Oct 2021 00:00:00 -0700 547 18 full false 17 ⎸ It's my first cleanup - help! 17 ⎸ It's my first cleanup - help! Send us Fan Mail

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/baa

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 next free training >

]]> Send us Fan Mail

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/baa

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 next free training >

]]> Serena Shoup, CPA Buzzsprout-9313215 Wed, 06 Oct 2021 00:00:00 -0700 1471 17 full false 16 ⎸ How she built a 6-figure Tax Practice with Kelli Loo, CPA 16 ⎸ How she built a 6-figure Tax Practice with Kelli Loo, CPA Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Serena Shoup, CPA Buzzsprout-9277933 Wed, 29 Sep 2021 00:00:00 -0700 3563 16 full false 15 ⎸ Should you get your CPA License? 15 ⎸ Should you get your CPA License? Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Serena Shoup, CPA Buzzsprout-9239085 Wed, 22 Sep 2021 00:00:00 -0700 1722 15 full false 14 ⎸ How to Practice Discovery Calls 14 ⎸ How to Practice Discovery Calls Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Serena Shoup, CPA Buzzsprout-9197930 Wed, 15 Sep 2021 00:00:00 -0700 1167 14 full false 13 ⎸ How to Use Email Marketing in Your Bookkeeping Business 13 ⎸ How to Use Email Marketing in Your Bookkeeping Business Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Liz Wilcox Buzzsprout-9157438 Wed, 08 Sep 2021 00:00:00 -0700 2495 13 full false 12 ⎸ Conversations with an ex-IRS Auditor, Andrew Campbell 12 ⎸ Conversations with an ex-IRS Auditor, Andrew Campbell Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Serena Shoup, CPA Buzzsprout-9115461 Wed, 01 Sep 2021 00:00:00 -0700 4503 12 full true 11 ⎸ Pricing Your Bookkeeping Services w/ Lauren Caselli 11 ⎸ Pricing Your Bookkeeping Services w/ Lauren Caselli Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Lauren Caselli Buzzsprout-9065147 Wed, 25 Aug 2021 00:00:00 -0700 3203 pricing, retainer model, client boundaries 11 full false 10 ⎸ Pushing Past the Fear to Start Your Bookkeeping Business 10 ⎸ Pushing Past the Fear to Start Your Bookkeeping Business Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Serena Shoup, CPA Buzzsprout-9047444 Wed, 18 Aug 2021 00:00:00 -0700 982 10 full false 09 ⎸ Transitioning from Corporate to Entrepreneurship 09 ⎸ Transitioning from Corporate to Entrepreneurship Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Buzzsprout-8954837 Wed, 11 Aug 2021 00:00:00 -0700 1313 9 full false 08 ⎸ Become a Bookkeeper with Katie Ferro 08 ⎸ Become a Bookkeeper with Katie Ferro Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Katie Ferro Buzzsprout-8954781 Wed, 04 Aug 2021 00:00:00 -0700 4249 8 full false 07 ⎸ Five Things You Need to Start a Bookkeeping Business 07 ⎸ Five Things You Need to Start a Bookkeeping Business Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Buzzsprout-8935845 Wed, 28 Jul 2021 00:00:00 -0700 582 7 full false 06 ⎸ Scaling Your Bookkeeping Business with Alyssa Lang The Workflow Queen 06 ⎸ Scaling Your Bookkeeping Business with Alyssa Lang The Workflow Queen Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Serena Shoup, CPA Buzzsprout-8885180 Wed, 21 Jul 2021 00:00:00 -0700 2180 6 full false 05 ⎸ What to do when you get your first client 05 ⎸ What to do when you get your first client Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Buzzsprout-8769190 Wed, 14 Jul 2021 00:00:00 -0700 879 5 full false 04 ⎸ Finding Your Perfect Clients 04 ⎸ Finding Your Perfect Clients Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Serena Shoup, CPA Buzzsprout-8769155 Wed, 07 Jul 2021 00:00:00 -0700 711 4 full false 03 ⎸ Uplevel Your Client Onboarding 03 ⎸ Uplevel Your Client Onboarding Send us Fan Mail

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 Dubsado Decoded

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 next free training >

]]> Send us Fan Mail

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 Dubsado Decoded

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 next free training >

]]> Serena Shoup, CPA Buzzsprout-8769099 Wed, 30 Jun 2021 00:00:00 -0700 768 3 full false 02 ⎸ Time & Money Mindset with Laura Watson 02 ⎸ Time & Money Mindset with Laura Watson Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Serena Shoup, CPA Buzzsprout-8769072 Wed, 30 Jun 2021 00:00:00 -0700 3333 2 full true 01 ⎸ Planning Out Your Bookkeeping Work 01 ⎸ Planning Out Your Bookkeeping Work Send us Fan Mail

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

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 next free training >

]]> Send us Fan Mail

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

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 next free training >

]]> Serena Shoup, CPA Buzzsprout-8769064 Wed, 30 Jun 2021 00:00:00 -0700 1228 1 full true The Ambitious Bookkeeper Podcast Trailer The Ambitious Bookkeeper Podcast Trailer Send us Fan Mail

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 next free training >

]]> Send us Fan Mail

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 next free training >

]]> Serena Buzzsprout-8669622 Thu, 10 Jun 2021 14:00:00 -0700 361 0 trailer false