The Ambitious Bookkeeper Podcast
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
Wed, April 16, 2025
195 | Bookkeeping in the Fair Tax Era
Send us a text In this mini-episode, Serena shares her research on the Fair Tax Act and what it could mean for bookkeepers. She explains how this potential legislation would eliminate income tax and the IRS, replacing them with a national sales tax. Serena offers practical advice for bookkeepers to prepare for this potential shift and future-proof their businesses. In this episode you’ll hear: A breakdown of what the Fair Tax Act actually means (goodbye income tax, hello 23-30% national sales tax!) How bookkeeping services would evolve rather than disappear in this new tax landscape Three actionable steps to prepare your bookkeeping business for this potential change Why this shift could actually be an opportunity for ambitious bookkeepers to expand their services Resources mentioned in this episode: Sales Tax Workshop: ambitiousbookkeeper.com/salestax Elevate Program: ambitiousbookkeeper.com/elevate The Accounting Podcast (formerly Cloud Accounting Podcast) Avalara Tax Jar QBO Xero Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: https://www.ambitiousbookkeeper.com Follow the Blog: https://www.ambitiousbookkeeper.com/blog Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper Connect on Threads: https://www.threads.net/@ambitiousbookkeeper Connect on Facebook: https://www.facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc Descript: https://get.descript.com/u7lubkx09073 (affiliate link) Buzzspro
Wed, April 09, 2025
194 | Organizing and Managing Work Production in Your Small Firm
Send us a text Running a bookkeeping or accounting firm means juggling multiple clients, deadlines, and deliverables - often leading to that feeling of "I'm drowning in work!" As someone who's built a successful practice while working 20 hours or less per week, I've discovered that how you organize and manage your workflow makes all the difference between constant overwhelm and smooth operations. Whether you're flying solo or leading a small team, these three actionable strategies will help you streamline your processes, reduce stress, and scale your firm without the burnout. In this episode you’ll hear: Three actionable strategies to centralize your workflows and processes in one place How to implement a standardized file naming system that saves you hours of searching Tips for designing your week with focus blocks to avoid context switching and burnout Real examples of how I apply these strategies in my own bookkeeping business Resources mentioned in this episode: Clickup Asana Google Sheets Google Drive The Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: https://www.ambitiousbookkeeper.com Follow the Blog: https://www.ambitiousbookkeeper.com/blog Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper Connect on Threads: https://www.threads.net/@ambitiousbookkeeper Connect on Facebook: https://www.facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc Descript: https://get.descript.com/u7lubkx09073 (affiliate link) Buzzspro
Wed, April 02, 2025
193 | Marketing without Social Media
Send us a text Serena dives deep into marketing strategies for bookkeepers and small business owners who are skeptical or overwhelmed by social media, sharing practical tips for building connections and growing your business. What You’ll Learn: Marketing isn't just about social media: Discover a multi-pronged approach including offline networking, online presence, and website strategy Build your "circle of influence" by connecting with complementary professionals like insurance agents, bankers, and consultants How to start small and prioritize your marketing efforts without getting overwhelmed The power of delivering exceptional service as your best marketing tool Resources mentioned: Upwork LinkedIn Kajabi Squarespace Tia's "Squarespace for Bookkeepers" Program: https://www.riledupgoats.com/ssfb For experienced bookkeepers & accountants: Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator®: https://www.ambitiousbookkeeper.com/bba Grab my FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard For new bookkeepers: Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv For online course creators: Become a client at my firm, Of Course Financial: https://www.ofcoursebookkeeping.com/contact Connect with us: Visit our website: https://www.ambitiousbookkeeper.com Follow the Blog: https://www.ambitiousbookkeeper.com/blog Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper Connect on Threads: https://www.threads.net/@ambitiousbookkeeper Connect on Facebook: https://www.facebook.com/serenashoupcpa Podcast Publishing Tools we use: Editi
Wed, March 26, 2025
192 | How to Combat Imposter Syndrome
Send us a text In this episode I’m tackling a listener ‘struggle’: Imposter Syndrome. This is also a MINI episode, which means you can view the video on YouTube ! While you’re there, make sure to subscribe! Resources mentioned in this episode: The Bookkeeping Biz Workshops My FREE Training Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: https://www.ambitiousbookkeeper.com Follow the Blog: https://www.ambitiousbookkeeper.com/blog Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper Connect on Threads: https://www.threads.net/@ambitiousbookkeeper Connect on Facebook: https://www.facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc Descript: https://get.descript.com/u7lubkx09073 (affiliate link) Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, March 19, 2025
191 | Setting up TaxJar for eCommerce Businesses
Send us a text In today's bite-sized episode, we're diving into the nitty-gritty of setting up TaxJar for eCommerce businesses. Whether you're a bookkeeper with some eCommerce clients or an online seller yourself, stick around. Serena's got some super helpful insights coming your way, complete with screen sharing over on YouTube if you're up for it. Resources mentioned: TaxJar Avalara Shopify Square Learn more about sales tax in the sales tax workshop: http://ambitiousbookkeeper.com/salestax For experienced bookkeepers & accountants: Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator®: https://www.ambitiousbookkeeper.com/bba Grab my FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard For new bookkeepers: Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv For online course creators: Become a client at my firm, Of Course Financial: https://www.ofcoursebookkeeping.com/contact Connect with us: Visit our website: https://www.ambitiousbookkeeper.com Follow the Blog: https://www.ambitiousbookkeeper.com/blog Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper Connect on Threads: https://www.threads.net/@ambitiousbookkeeper Connect on Facebook: https://www.facebook.com/serenashoupcpa Podcast Publishing Tools we use: Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc Descript: https://get.descript.com/u7lubkx09073 (affiliate link) Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696
Wed, March 12, 2025
190 ⎸ Building Business Together with Megan Tobler
Send us a text In this episode, we're diving into a wonderful conversation between Serena Shoup and Megan Tobler. Megan shares her inspiring journey from corporate sales to building a vibrant business community for moms in entrepreneurship. In this episode you’ll hear: The reality of juggling motherhood and building a business from the ground up. How Megan leveraged her natural talents from sales to start her own podcast, create a community, and ultimately leave the corporate world behind. Megan's new community initiative, Together, which focuses on supporting women like us in their entrepreneurial and life journeys. A sweet little bonus from Megan Resources mentioned in this episode: Sign up for the FREE community: www.selfstarther.com/together FREE Positivity Playlist: https://selfstarther.mykajabi.com/positivity-playlist-info-landing-page Meet Megan Tobler Megan Tobler is the founder of Self StartHER, a vibrant community and podcast designed for women who are building businesses while balancing life at home. As someone who transformed her own journey into a thriving space for connection and growth, Megan has firsthand experience navigating the challenges of entrepreneurship and life. She’s passionate about empowering women to pursue their ambitions unapologetically, sharing relatable advice, actionable strategies, and real-life stories. Through Self StartHER, Megan has cultivated a space where women can find the tools, inspiration, and confidence to thrive in both business and life. Connect with Megan Tobler 📎 Instagram: @selfstart.her 🌐 Website: www.selfstarther.com Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: https://www.ambitiousbookkeeper.com Follow the Blog: https://www.ambitiousbookkeeper.com/blog Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper Connect on Threads: https://www.threads.net/@ambitiousbookkeeper Connect on Facebook: https://www.facebook.com/serenashoupcpa Thank you for your support of our
Wed, March 05, 2025
189 | Are There Remote Bookkeeping Opportunities Still?
Send us a text Our MINI episodes are also YouTube videos - and may be better viewed on YouTube. Click here to watch! https://youtu.be/7zH54q8eR6I In this episode you’ll hear me answer a listener submitted question about the opportunities available in accounting & bookkeeping and how to find the right one for you! Resources mentioned in this episode: The Ultimate Guide to a Profitable Bookkeeping Business: https://ambitiousbookkeeper.com/training Leave your questions for me HERE: https://speakpipe.com/ambitiousbookkeeper Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: https://www.ambitiousbookkeeper.com Follow the Blog: https://www.ambitiousbookkeeper.com/blog Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper Connect on Threads: https://www.threads.net/@ambitiousbookkeeper Connect on Facebook: https://www.facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc Descript: https://get.descript.com/u7lubkx09073 (affiliate link) Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Mon, February 24, 2025
188 | How to Become a Better Leader with Alyssa Lang
Send us a text In this episode, Alyssa Lang, my biz bestie & The Workflow Queen dives into what it truly means to be a great leader, focusing on how to move beyond everyday tasks and really lead your firm. She breaks down five key pillars of leadership that will help you build a scalable, profitable, and well-aligned business. Alyssa shares her personal journey, explaining how shifting your mindset, setting the right offers, creating smooth systems, building a strong company culture, and removing yourself from daily operations can transform your firm. Tune in for heartfelt stories and actionable advice! In this episode you’ll hear: 5 key pillars of leadership resources for becoming a better leader personal journey Resources mentioned in this episode: Removable CEO Workshop *affiliate link Connect with Alyssa: 🌐 Website: workflowqueen.com 📱 IG: @workflowqueen 🎙️ Podcast: Conquering Workflows & Systems with the Workflow Queen Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: https://www.ambitiousbookkeeper.com Follow the Blog: https://www.ambitiousbookkeeper.com/blog Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper Connect on Threads: https://www.threads.net/@ambitiousbookkeeper Connect on Facebook: https://www.facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc Descript: https://get.descript.com/u7lubkx09073 (affiliate link)</l
Wed, February 19, 2025
187 ⎸ How to Handle Sales Tax with Brian Greer of TaxConnex
Send us a text Hey there, welcome back to The Ambitious Bookkeeper Podcast! Today, I'm chatting with Brian Greer from TaxConnex about all things sales tax. Whether you're a sales tax newbie or just looking for a way to outsource, we've got you covered. So grab your favorite drink, get comfy, and let's dive into making sales tax a bit less daunting. In this episode you’ll hear: Meet Brian Greer Discover what "nexus" really means in sales tax Learn about the Wayfair decision Learn about TaxConnex If you've ever thought, "Ugh, sales tax is confusing," you're not alone! Brian breaks it down and makes it way less intimidating. Resources mentioned in this episode: TaxConnex Shopify Avalara TaxJar Earmark Meet GUEST A graduate of Purdue University, the majority of Brian’s career has been in the sales tax industry. First, joining Tax Partners in 2001 initially managing their alliance channel consisting mainly of Big 4 Accounting Firms. He later led the sales and use tax sales team after the The Thomson Corporation (now known as Thomson Reuters) acquisition in 2005, growing the revenues to multi-million dollar levels. Brian joined TaxConnex™ as a partner in 2010 and currently as the Chief Strategy Officer is focused on partner development, rolling out new products and services, and supporting the sales and marketing teams. Connect with GUEST 💼 LinkedIn: https://www.linkedin.com/in/brian-greer-55b7364/ 🗞️ Blog: https://www.taxconnex.com/Blog- Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: https://www.ambitiousbookkeeper.com Follow the Blog: https://www.ambitiousbookkeeper.com/blog Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper Connect on Threads: https://www.threads.net/@ambitiousbookkeeper Connect on Facebook: https://www.facebook.com/serenashoupcpa
Wed, February 12, 2025
186 ⎸ [Q&A] E-commerce, Digital Products & the CFO Title
Send us a text Hey there! Welcome back to another episode of The Ambitious Bookkeeper Podcast. This week, join me as I dive into a treasure trove of archived Q&A content. We’re talking year-end tips, the ins and outs of e-commerce, using that CFO title wisely, and loads more. So grab your favorite drink, get comfy, and let's dive right in. Enjoy! In this episode you’ll hear: Get the lowdown on stepping into the wild world of e-commerce bookkeeping and why it might not be the best first client without some confidence. Explore what titles like CFO or Controller really mean when offering advisory services and how to choose the one that suits you. Learn some insider tips on handling 1099 issues when vendors are playing hard to get with their W-9s. Dive into a candid conversation about those pesky VC demands and what to do when a client expects full-time employee attention. Discover the best scrappy and budget-friendly platforms to launch digital products without breaking the bank. Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: https://www.ambitiousbookkeeper.com Follow the Blog: https://www.ambitiousbookkeeper.com/blog Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper Connect on Threads: https://www.threads.net/@ambitiousbookkeeper Connect on Facebook: https://www.facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc Descript: https://get.descript.com/u7lubkx09073 (affiliate link) Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.co
Bonus · Mon, February 03, 2025
185 ⎸ Correcting Bank Balances in Xero
Send us a text In this video I’m demonstrating how to adjust bank balances when you’re cleaning up a Xero bank reconciliation. We’ll cover: spend money transactions receive money transactions manually reconciling transactions conversion balances (adjusting the beginning balance) Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Bookkeeper using Xero: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link) Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard Don’t want to manage your own books in Xero? Become a Client: ofcoursebookkeeping.com/contact Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Bonus · Fri, January 31, 2025
[Tech] OpenPhone for 2FA & Client Communication
Send us a text We use OpenPhone instead of Google voice for 2FA codes and for client communication. I'll go over that in this video and show you our setup. Here's how to work around needing to pay for multiple users as your team grows: Make sure you have a central email inbox setup (like help@yourdomain.com or support@yourdomain.com ) Give your entire team access to this (we save the login info in 1Password) Use this to create your account on OpenPhone Have everyone download the Desktop and/or phone app and login with that central inbox Tips: ⚡️ We have a Zap that enters the client contact info into OpenPhone when they sign with us ⏱️ Schedule text messages to clients for business hours ✅ Mark things done when actioned to get them out of the inbox 💸 Use THIS LINK to receive a $20 Credit when you sign up for OpenPhone! Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link) Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard Become a Client: ofcoursebookkeeping.com/contact Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything
Wed, January 29, 2025
184 ⎸ Weekly (Micro) Reporting for Clients with Shea & Michelle
Send us a text In this interview episode, we're diving into the world of micro reporting and weekly client updates with Shea Keats and Michelle Röse from Breakaway Advising. If you've ever been curious about adding a personal touch to your client advisory, this one's for you! In this episode you’ll hear: what micro reporting is all about how the concept of joy and compassion can revolutionize client relationships and business success tips on picking the right clients and services to match your business model and achieve your dreamy work-life balance Resources mentioned in this episode: Breakaway Advising LiveFlow 144 | Breakaway from the old Franchise model with Shea + Michelle Meet Shea & Michelle Shea Keats (CEO) and Michelle Röse (COO) are founders of Breakaway Bookkeeping + Advising, a company on a mission to bring joy to accounting for both the accountant and the client. Connect with Shea & Michelle 💼 LinkedIn 🌐 Become an Advisor Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything
Wed, January 22, 2025
183 ⎸ Keys to Growth & Pricing with Ryan Lazanis
Send us a text In this interview episode, I chat with Ryan Lazanis from FutureFirm about growth strategies and pricing tips to help streamline your firm. Whether you're just getting started or looking to scale, Ryan shares some golden nuggets on navigating the world of accounting business with ease and purpose. In this episode you’ll hear: Ryan’s journey from starting Zen Accounting to selling it and then launching FutureFirm cool ways to get clients how to communicate pricing increases without annoying your clients tips on content creation the importance of having a community to bounce ideas off Resources mentioned in this episode: Future Firm Newsletter Future Firm Accounting Podcast Future Firm Accelerate (membership) Neil Patel Meet Ryan Ryan Lazanis, CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, Ryan started Future Firm which provides coaching, community and training to help accountants quickly scale a systematic firm of their own that improves their lifestyle. Ryan currently educates close to 10,000 firm leaders globally via his free weekly newsletter and coaches hundreds of successful accounting firms through his Future Firm Accelerate online coaching program. Connect with Ryan 💼 LinkedIn: https://www.linkedin.com/in/ryanlazanis/ 🗞️ Newsletter: https://futurefirm.co/newsletter/ Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you hav
Wed, January 15, 2025
182 ⎸ The #1 Event to Attend this Year with Erin Pohan
Send us a text In this interview episode we've got the incredible Erin Pohan joining us to talk all about her journey in accounting, and to share some exciting news about WAVE, the must-attend event for women in accounting this year! In this episode you’ll hear: Erin’s incredible journey from having just one side client to now running her very own bookkeeping firm all the exciting details about the upcoming WAVE conference in Seattle strategies for making lasting connections at events Resources mentioned in this episode: My performance at Xerocon Women in Accounting & Finance Entrepreneurs & Visionaries (WAVE) event in Seattle on May 22nd Meet Erin As Founder of UpKeeping® and a proud student in The Ambitious Bookkeeper community, Erin is changing the old & boring stereotypes of the accounting industry. Erin and her team support new entrepreneurs and already-established small business owners by being their #1 financial cheerleader/concierge/communicator. When she’s not trying to make accounting more “fun”, Erin loves traveling the world with her family, playing the violin, and convincing accounting students & professionals that owning an accounting firm is the American dream. Connect with Erin LinkedIn WAVE: Women in Accounting & Finance Entrepreneurs & Visionaries event on May 22, 2025. Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: <a href='ht
Wed, January 08, 2025
181 ⎸ 1099 Training - Updates for 2025
Send us a text Welcome to 1099 Season! If this is your first 1099 season, buckle up, I’m here to help! Tune in today to hear an overview of what to know about 1099s so you’re armed with the confidence to take this on, and improve your processes for next year! In this episode you’ll hear: All the types of 1099s Reporting requirements, deadlines & thresholds International vendors And lots of tips and insights along the way! Resources mentioned in this episode: Confident Compliance Bundle IRS Publication Tax1099 Track1099 Efile4Biz IRS FIRE System Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses Join the next free training at ambitiousbookkeeper.com/training
Wed, January 01, 2025
180 ⎸ How to Make this Year More Profitable
Send us a text In this solo episode, we’re diving into some killer strategies to boost your profits in the new year. We’ll chat about updating your systems, tracking those important numbers, and all the behind-the-scenes moves that can make 2025 your most successful year yet! In this episode you’ll hear: secrets on tracking your profitability and why it's a game-changer the lowdown on updating engagement letters, adding clauses, and managing scope changes how to handle clients mixing business with personal transactions Resources mentioned in this episode: Client Profitability Tracker Episode 129 | Planning for Profit Confident Compliance Bundle (1099s) Dubsado Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, December 18, 2024
179 ⎸ Managing Your Energy in Business with Emily Leahy
Send us a text In this interview episode, we've got Emily Leahy sharing her incredible insights on managing energy in business, especially for us ambitious women out there. Forget the hustle; it's all about syncing with your personal cycles and making life work for you. You won't want to miss these gems! In this episode you’ll hear: optimizing energy cycles, especially for women, and viewing performance through a feminine lens how women are often perceived as more emotional at work why it's important to work with, not against, our natural rhythms managing burnout by figuring out which energy "zone” you’re in Resources mentioned in this episode: Efficiency Archetype Quiz Work with Emily 1:1 Meet Emily Emily Leahy is the founder of The Feminine Template and certified executive performance and leadership coach trained at Brown University. With over a decade of experience building companies and coaching simultaneously, she's connected the dots that truly matter. Living in San Francisco, Emily has supported side-hustling, VC-backed, bootstrapped female entrepreneurs and corporate leaders. This journey has shown her that women perform differently than men and possess dormant superpowers waiting to be activated. She's on a mission to leverage physiology to revolutionize work, wealth, and wellness for ambitious women. By aligning with natural cycles and rhythms, she helps women harness their energy, sustain optimal performance, and lead with innovation and influence. Connect with Emily Linkedin Threads Website Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper Connect on Facebook: Facebook.com/serenashoupcpa <br/
Wed, December 04, 2024
178 ⎸ Lead Magnets & Email with Liz Wilcox
Send us a text In this interview episode, we've got the amazing Liz Wilcox joining us to spill her secrets on turning email followers into friends, and eventually, loyal clients. In this episode you’ll hear: secrets on capturing leads through strategic social media moves and savvy website setups Discover the "email staircase" and turn your followers into pals, then clients how Liz strategically places lead magnets all over a website the power of building a solid referral network and collaborating with other business owners Resources mentioned in this episode: Episode 56 ⎸ Infusing Personality into Your Business Episode 13 ⎸ How to Use Email Marketing in Your Bookkeeping Business (Email Staircase) Email Marketing Membership (affiliate link) Meet Liz The Fresh Princess of Email Marketing, Liz Wilcox is an Email Strategist and Keynote Speaker showing small businesses how to build online relationships + make real money with emails. She’s best known for selling a blog, turning a $9 offer into multiple six-figures (without ads), and helping you untangle the email “knot” with her simple framework, the Email Staircase. She loves the 90s, headbands, and the beach. Connect with Liz 🎁 Free Email Swipes for Building Your Email List 🌐 lizwilcox.com Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review
Wed, November 27, 2024
177 | Crafting Deliverables that Matter
Send us a text By popular request, we’ve decided to air a summit presentation I did with Josie Parr, at her Profitable Lifestyle Firm Summit. I’m talking about crafting deliverables that matter for your clients. If you’d like to see the presentation slides, head over to my YouTube Channel ! In this episode you’ll hear how to: Maximize your value Shift your positioning Add value Resources mentioned in this episode: Elevate Get on the waitlist for the next Profitable LifeStyle Firm Summit Meet Josie After putting in years of hard work at top 100 firms, Josie realized there was an opportunity to create a better way. She took a leap of faith and founded Josie Parr CPA LLC, a niche practice that is specifically focused on tax strategy clients. In her first year, she tripled her revenue goals, reduced her work hours to a part-time schedule, and spends every day doing what she loves: working in tax strategy. And now, her mission is to empower other tax professionals to transform into tax strategists by elevating their current skills and knowledge using the same proven systems and methods that brought her success. Connect with Josie 🌐 solotaxcoach.com Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) <
Wed, November 20, 2024
176 ⎸ How to Transform Clients into Your Biggest Cheerleaders with Madelyn Furlong
Send us a text In this interview episode, I’m hanging out with marketing whiz Madelyn Furlong. We’re diving into how to turn your clients into mega-fans that'll rave about your business. From personal touches to killer marketing strategies, we've got you covered. In this episode you’ll hear: how having all your marketing needs handled by one team can save you tons of stress and time stories and tips on how adding a human touch can set your business apart how to keep things ultra-organized to respect your clients' time Resources mentioned in this episode: Unreasonable Hospitality “3 Simple Strategies to Become More Visible, Get More Clients, and Increase Your Profit" ClickUp Meet Madelyn Having a standout marketing strategy doesn’t mean you have to share a new post every day that end in -y! That’s where Madelyn Furlong comes in. She helps small businesses create ShowIt websites and engaging social media content so they can turn their leads into sales. Madelyn uses her knowledge and experiences to help clients transform their customers into cheerleaders and take their business to the next level. By helping them create a standout website and social media, they can show up online with confidence. Madelyn works as a small business marketing strategist in small-town Wetumpka, Alabama where she enjoys hiking, reading, and spending time with family. Connect with Madelyn 📱 IG: @madelynvictoriaco 📄 Download “3 Simple Strategies to Become More Visible, Get More Clients, and Increase Your Profit" to learn what you can do right now to improve your business’ marketing. It's all about helping you save time and reduce stress by following marketing tactics that actually work. Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeep
Wed, November 13, 2024
175 ⎸ Threads: Is it worth it?
Send us a text In this solo episode, I’m diving into the world of Threads. Is it the next best thing for bookkeepers or just another time-sink? Let's figure it out together. In this episode you’ll hear: the lowdown on what Threads is how Threads can pull over your Instagram followers how, in just three months, Threads helped me land a bunch of podcast interviews, a guest workshop, and even snag some new clients tips on managing your time on Threads Resources mentioned in this episode: Follow me on Threads! >> Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link)
Wed, November 06, 2024
174 ⎸ Sustainable Money Practices with Kara Perez
Send us a text In this interview episode, I chat with money guru Kara Perez about merging sustainable living with smart financial practices. If you've ever been curious how to save some green while going green, you'll love this one! In this episode you’ll hear: practical, sustainable money practices that fit right into your life without breaking the bank advice on tackling emotional money barriers real-life stories on how folks save money while going green how Kara landed a book deal advice on managing busy seasons Resources mentioned in this episode: Preorder Kara’s book, Green Money Gilmore Girls Money Meet Kara Kara Perez is the founder of Bravely Go, a sustainability focused financial education company. Bravely focuses on bringing actionable, intersectional and accessible financial education to people who never learned the language of money. She is the author of the book, Green Money . Kara has been featured in the New York Times, Good Morning America Forbes, NPR, Glamour, ABC Nightline News, and US News and World Report as a financial expert. Additionally, for 2 years Kara co hosted the award winning podcast The Fairer Cents , which has been named the top money podcast for women by Forbes and The Balance. Connect with Kara 🌐 Website: bravelygo.co 📱 IG: @webravelygo Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you hav
Wed, October 30, 2024
173 ⎸ Money Stories & Shame around Money with Wall Street Girl Next Door (Nicole Ayub)
Send us a text In this interview episode, we've got Nicole Ayub, the fabulous Wall Street Girl Next Door, sharing her insights on money stories, emotional hang-ups, and shaking off that pesky shame around finances. Get ready to dive deep and rethink your money mindset! In this episode you’ll hear: why we're all feeling funky about our finances and how to fix it a money exercise that'll help you discover what's really going on in that wallet of yours understanding your "money story” some real talk on financial shame Resources mentioned in this episode: Brené Brown Meet Wall Street Girl Next Door Nicole’s passion is to help people have a healthy relationship with their money. She currently works on Wall Street and she’s been in the finance industry for over a decade and she has seen how we do not give people the support and resources they need to have a healthy relationship with their money. She created her brand so people can have a safe space to heal their relationship with money and talk about their struggles and overcoming them. Connect with Wall Street Girl Next Door 📱 IG: @wallstreetgirlnextdoor 🎙️ The Money Diaries Podcast 📞 Schedule a free 30-min consultation Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr M
Wed, October 23, 2024
172 ⎸ Defining your Values in Life & Business with Corree Roofener
Send us a text In this interview episode I chat with Corree Roofener about how defining your personal and business values can transform your life. From nature walks & spiritual growth to aligning ethics to enhance your business, we're diving deep into what truly matters! In this episode you’ll hear: The overlap of business and personal values Foundational pillars of wealth Audit your values annually Leaving a legacy that’s different from what society expects Resources mentioned in this episode: Find your values on Think2Perform.com Financial Narrative Webinar Meet Corree As a Mother, Nana, Female Entrepreneur, Financial Coach and Passionate advocate for the Foster/Adopt community, Corree Roofener has devoted her life to empowering individuals to live authentically, boldly and intentionally. Driven by a passion to help others break free from the shackles of fear and judgment and recognizing the interconnectedness of mind, body and spirit, Corree excels and guiding others to begin to gain clarity about their stories with money one of our five foundational pillars. Her approach encompasses mental, emotional and physical well-being. Through personalized coaching, transformative workshops and inspiring speaking engagements, she equips her clients with tools to align their actions with their aspirations. “If you want something you've never had, You must be willing to do something you've never done.” ― Thomas Jefferson Connect with Corree 📱 IG: @correeroofenercoach 🎙️ Courage Coalition Podcast Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper Connect on Facebook: Facebook.com/serenashoupcpa T
Wed, October 16, 2024
171 ⎸ [ND] Bookkeeping with Neurodivergence with Aneisha Velazquez
Send us a text In this interview episode, we dive into the world of bookkeeping with a twist—neurodiversity. Join me as I chat with Aneisha Velazquez from Yellow Sky Bookkeeping. She’s sharing her unique journey with autism and ADHD while offering tips on building better systems and communication. Grab a cup of coffee, and let’s get into it! In this episode you’ll hear: energy-focused scheduling the art of setting boundaries in client work to keep your peace of mind how to explain bookkeeping lingo in reports to clients Aneisha’s journey of understanding autism and its impact on her career and clear communication Meet Aneisha Aneisha is the owner and founder of Yellow Sky Bookkeeping. They specialize in cleaning up messy books for service providers so they can finally file taxes without losing all their free time. She’s also neurodivergent. As an adult, she was diagnosed as Autistic with a side of ADHD. When she’s not working in spreadsheets, she likes to read, learn about random topics, and take walks with her husband. Connect with Aneisha 💼 LinkedIn: @aneisha-v 📹 YouTube: @yellowskybookkeeping 📱 Threads: @yellowskybookkeeping Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) <a href='https://www.buzzsp
Wed, October 09, 2024
170 ⎸ [ND] Starting a Neurodivergent Bookkeeping Business with Amy Burgess
Send us a text In this interview episode, we're continuing our neurodivergent series and diving into the inspiring journey of Amy Burgess, a fellow neurodivergent and brilliant bookkeeper. If you're curious about building a business that truly reflects who you are and want some killer insights into making it happen, you don't wanna miss this one. In this episode you’ll hear: newer bookkeeping biz owner her path into bookkeeping how bookkeeping works for ND mind tips for operating with AuADHD tips for new bookkeepers Resources mentioned in this episode: The Bookkeeping Business Accelerator® VIP Meet Amy Amy is a neurodivergent bookkeeper and the founder of Jointly Balanced. Her boutique firm offers financial management services to socially conscious small business owners. Her passion is making finances more accessible, inclusive, and tailored to meet diverse needs. Connect with Amy 📱IG: @jointlybalanced Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link)
Wed, October 02, 2024
169 ⎸ [ND] Managing Business & Home with ADHD with Megs Crawford
Send us a text This is the first of a series we will be having on the podcast, all around neurodivergent businesses & bookkeepers. You can find these episodes by searching [ND] in brackets on our blog. In this episode you’ll hear: How to declutter & create systems in your home Operating a business with ADHD Planning your day in your business How to support a business owner with ADHD as their bookkeeper Resources mentioned in this episode: Decluttering at the Speed of Life (book) Meet Megs As a professional organizer with ADHD, Megs understands the unique challenges and untapped brilliance of the ADHD brain. She's passionate about helping others with ADHD cultivate organized spaces that foster peace and ignite creativity. Beyond physical and digital organization, Megs is an ADHD coach and does digital decluttering sessions via zoom for clients with a focus on the power of self-belief – a core principle for thriving with ADHD. Megs is also a speaker, sharing her message of how ADHD can be a superpower when understood and embraced. When not organizing, you can find her with her two daughters, beloved pets, and supportive husband. She finds joy in yoga, singing, and coloring, reflecting her ongoing commitment to personal growth. Connect with Megs 📱 @organizing.an.adhd.brain on instagram and tiktok Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: <a hr
Wed, September 25, 2024
168 ⎸ Slowing down to create more success with Katy Murray
Send us a text In this interview episode, I’m chatting with Katy Murray, the brains behind the Gingerbiz Podcast. She’s a powerhouse who's done it all—from professional photography to managing HR for a big company, and even launching her own business, Katie & Co. We first connected through Threads, and it turns out we have a lot to chat about when it comes to finding success without burning out. In this episode you’ll hear: tips on slowing down to become more successful especially as a high-achiever how to use social media intentionally examples of morning and nighttime routines that encourage self-care the importance of adjusting goals based on personal or family priorities Resources mentioned in this episode: Threads Ginger Biz (Katy’s podcast!) Meet Katy Katy Murray is a business owner, entrepreneur, Executive of Human Resources at a Private organization, mother, and wife. Receiving multiple awards and recognition for her Photography Talent, Katy's images have been featured in over 30 publications. Now, Co-Founder of 'Katy and Co, VA', Katy helps other businesses grow and meet their success. Katy has been a guest speaker at multiple Universities, on high-ranking Podcasts, and is the Host of her own Ginger Biz. On her podcast she shares all the tips and tricks to be successful in business, while also working full time, loving on her sweet family, and practicing self-care to maintain sanity. Katy is a fun-loving business guru who wants to share her passions with the world. Connect with Katy 📱 Threads & Insta: @gingerbiz 🌐 Website: katymurrayphotography.com 🎁 Freebie for Time Management: katymurrayphotography.com/timemanagementfreebies Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookk
Wed, September 18, 2024
167 ⎸ Living a Happy & Balanced Life with Sharon Hefetz
Send us a text In this interview episode, I’m catching up with Sharon Hefetz, who has an incredible story to share about her journey with multiple myeloma. She opens up about how she turned to self-care, mindfulness, and intentional living to navigate her diagnosis and achieve remission. Plus, we've got a special giveaway for you, so check out the show notes for all the details! In this episode you’ll hear: importance of paying attention to your health & advocating for yourself Sharon's approach to her treatment & healing journey Sharon's work as the Mindset Mama Coach Sharon’s "Living a Happy and Balanced Mama Life" journal & and its significance Resources mentioned in this episode: 122 ⎸ Mastering your Inner Dialogue for Success and Happiness with Sharon Hefetz Living a Happy & Balanced Mom Life Journal Download Sharon’s FREE RECLAIM YOUR TIME Ebook for a chance to win the Journal: https://sharonhefetz.ck.page/2e23bc4935 Meet Sharon Hefetz: As a dedicated mother, entrepreneur, author, and Mindset Coach with over a decade of experience, Sharon empowers women and busy mothers to reconnect with their authentic selves. In August of 2023, she was diagnosed with ultra high-risk Multiple Myeloma. This diagnosis underscored the immense value of the principles she’d been teaching. Every lesson on resilience, inner strength, and positive thinking prepared her for this personal battle. She realized the profound importance of self-love and how absent it was in her life. Genuine self-love transformed her approach to this challenge, emphasizing the need to truly listen to and act upon your intuition. Connect with Sharon 🔗 Linktree: linktr.ee/sharonhefetzcoach Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper <
Wed, September 11, 2024
166 ⎸ SEO for Bookkeepers with Jules White
Send us a text In this interview episode, I’m hanging out with SEO whiz, Jules White, to break down some super practical tips to get your bookkeeping website noticed. Jules shares some cool hacks for optimizing images and structuring your content, plus some easy-to-use tools for keyword research. If SEO has been a mystery to you, this episode is your new best friend. Tune in and get those rankings up! In this episode you’ll hear: website setup and optimization SEO consulting and tools SEO fundamentals and strategies Search behavior and algorithms Resources mentioned in this episode: Keywords Everywhere KWFinder Meet Jules Jules White is a Website & SEO Consultant and Founder of The Website Success Hub. She’ll help unlock the full potential of your website & podcast, generating more traffic & sales & ensuring customers can't wait to shop, learn, and engage. She aims to help you make the most of the content you are already creating, ensuring your website & podcast show up in searches, genuinely connect and converts, making every click count towards your success. Connect with Jules 🎙️ Podcast: https://thewebsitesuccesshub.com/podcast 📊 Free SEO report: https://thewebsitesuccesshub.com/seo-report - See how your website is performing with a free SEO report and get started on increasing your visibility and finding more of your ideal clients (or more importantly - them finding you!) Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to <a href='http://ambitiousbookkeeper.com
Thu, September 05, 2024
165 ⎸ Tax: Should you offer it?
Send us a text In this solo episode, I’m chatting about a question I got from one of you awesome listeners: should you add tax services to your bookkeeping biz? We’ll weigh the pros and cons, talk about building your own client base, and figure out if expanding your services is the right move for you. In this episode you’ll hear: building a personal book of business advantages of hiring a tax specialist benefits & drawbacks of offering tax services my experience with tax services Resources mentioned in this episode: My free training: https://www.ambitiousbookkeeper.com/training My courses: https://www.ambitiousbookkeeper.com/store The Bookkeeping Business Accelerator® (BBA): https://www.ambitiousbookkeeper.com/vip Email your question to support@ambitiousbookkeeper.com with the subject line “Podcast Question” My YouTube channel: http://www.youtube.com/@ambitiousbookkeeper Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 -
Bonus · Thu, August 29, 2024
BONUS ⎸ Scotty + Serena BTS of performing at Xerocon
Send us a text We’ve just come back from Xerocon 2024 Nashville, and i’m giving you a backstage pass to the inner workings of how Scotty ’OKR’. Scarano secured the mainstage for one of his accounting raps—and included me in the ride! In this episode you’ll hear: the story behind Scotty & I performing at Xerocon Scotty’s journey rapping about accounting & you’ll get to see the actual performance (if you watch the episode on YOUTUBE HERE) Resources mentioned in this episode: Episode 200 of Accounting High Episode 72 with Scotty Meet Scotty ‘OKR’ 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: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don
Wed, August 28, 2024
164 ⎸ [SPOTLIGHT] Build confidence to leave corporate with Rebekah Poirier
Send us a text In this spotlight episode, Rebekah Poirier, founder of Serenity CFO Solutions, shares her journey from the corporate world to entrepreneurship. We're getting into how she's using social media to get clients, the perks of running your own business, and how the Bookkeeping Business Accelerator (BBA) program has been a game-changer! In this episode you’ll hear: Rebekah's transition from corporate to starting a business social media marketing benefits of running your own business the intrinsic value of the BBA program in shaping mindset community support within the BBA program and how it compares to other groups & programs Resources mentioned in this episode: The Bookkeeping Business Accelerator® Upwork Fiverr QuickBooks (affiliate link) Asana Meet 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: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use
Mon, August 26, 2024
163 ⎸ [SPOTLIGHT] Customize your Business with Nic Robb
Send us a text In this Spotlight episode I’m shining the spotlight on one of my BBA students, Nicole Robb. She talks about how BBA played a pivotal role in building confidence, finding the right clients, and getting invaluable support from the BBA community. Tune in to hear what BBA can do for you! In this episode you’ll hear: Nic's journey the importance of being patient and making connections to gain clients the value of having community support in managing difficult situations specific aspects of BBA & their relevance to building and growing a successful bookkeeping business Resources mentioned in this episode: The Bookkeeping Business Accelerator® (BBA) Elevate Kickoff with Asana by Alyssa Lang (affiliate link) QuickBooks (affiliate link) Meet 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: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) <l
Wed, August 21, 2024
162 ⎸ What does it mean to be Ambitious?
Send us a text In this solo episode I delve into the concept of ambition, sharing reflections on personal success, fulfillment, and the evolving priorities of life. Tune in if you’re ready to reevaluate what success means to you! In this episode you’ll hear: what ambition means defining success for yourself balancing ambition with life seasons origin of the name ‘Ambitious Bookkeeper’ Resources mentioned in this episode: Follow me on YouTube to watch the podcast in video format! Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, August 07, 2024
160 ⎸ The Alyssa + Serena Show Part 1
Send us a text In this interview episode, I’m chatting with my biz bestie, Alyssa Lang (Workflow Queen)! Introducing…The Alyssa + Serena Show: Part 1. We reflect on personal & professional experiences, offering valuable insights and strategies for navigating the world of bookkeeping and entrepreneurship. In this episode you’ll hear: Serena's and Alyssa's business strategies & approaches Feeling overwhelmed and unmotivated after a break Empowering team members Serena and Alyssa's evolving friendship & business relationship Reevaluating life experiences and priorities in work and life Advice for setting up and delegating tasks in a firm Resources mentioned in this episode: Breakthrough for bookkeepers and accountants (affiliate link) Free training → ambitiousbookkeeper.com/training Meet 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: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishi
Wed, August 07, 2024
161 ⎸ The Alyssa + Serena Show Part 2
Send us a text 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: Content Snare (affiliate link) Loom Tango (affiliate link) Scribe Notion (affiliate link) Breakthrough (affiliate link) Workflows in a Weekend (affiliate link) Elevate 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: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/Serena
Wed, July 31, 2024
159 ⎸ [STRATEGY] Managing Process vs. People with Becky Hesson
Send us a text 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: Kickoff with Asana (affiliate link) Asana Notion Content Snare (affiliate link) Xero Ask Slack Teams Elevate Breakthrough (affiliate link) 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: Website: ambitiousbookkeeper.com Blog: ambitiousbookkeeper.com/blog IG: instagram.com/ambitiousbookkeeper LinkedIn: Linkedin.com/in/SerenaShoup FB: Facebook.com/serenashoupcpa Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ <a href="https://www.workf
Wed, July 24, 2024
158 ⎸ The Onboarding Workflow
Send us a text In this solo episode I take you step by step through the onboarding process, outlining the various phases from capturing leads to gathering documents and starting the cleanup. Tune in to gain actionable tips and strategies for a seamless onboarding process and make sure to catch the YouTube videos linked in the show notes for an even deeper dive into the subject! In this episode you’ll hear: steps in the onboarding workflow setting up question forms on your website modifying onboarding process for clients on Upwork setting expectations during onboarding Resources mentioned in this episode: Behind the Scenes of my Dubsado YouTube Video How to Get Clients on Upwork YouTube Video Dubsado (affiliate link) Dubsado Decoded - 20% off thru 7/31!! Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, July 17, 2024
157 ⎸ How to Onboard Clients
Send us a text 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. Dubsado CRM Dubsado Decoded Course Free Onboarding Templates The Bookkeeping Client Closer The Bookkeeping Biz Workshops The Bookkeeping Business Accelerator® Elevate Kickoff with Asana for Bookkeepers & Accountants Hello Sign/Dropbox Sign Adobe Acrobat PDF Expert HoneyBook Google Workspace Canva Acuity Zapier Asana Slack Threads - follow me @ambitiousbookkeeper Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the
Wed, July 10, 2024
156 ⎸ [SPOTLIGHT] Onboarding Systems for Solo Firms with Corrie Scott
Send us a text In this Spotlight episode I’m shining the spotlight on one of my BBA students, Corrie Scott - owner of Taylor Made Bookkeeping Solutions. Get ready to be inspired and empowered as we dive into the world of efficient onboarding systems and work-life balance in the realm of bookkeeping. In this episode you’ll hear: benefits & challenges of using Dubsado for onboarding clients use of lead capture form for client assessment challenges of running a solo firm without burning out proposal process, including steps for reviewing, approving, sending, adding contracts, generating invoices, and sending confirmation and intake emails collaboration with Linden Square Co for personalized client gifts Resources mentioned in this episode: Dubsado Decoded Dubsado (affiliate link) Meet 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: Visit 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<
Wed, July 03, 2024
155 | [RE-AIR] Onboarding With Dubsado with Kendra Courtney
Send us a text The onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra Courtney, who has helped me and countless other bookkeepers and accountants with setting up their Onboarding workflows using Dubsado. In this episode you’ll hear: How to capture lead information Information you should have on your proposals When the best time is to implement a system like Dubsado for onboarding Resources mentioned in this episode: Dubsado (affiliate link) Dubsado Decoded - 20% off right now!! Meet 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: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC <a href='htt
Thu, June 27, 2024
154 | [Q&A] QBO Integrations, Cyber Security, and More
Send us a text 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: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, June 19, 2024
153 ⎸ Balancing your Sidehustle with Corporate
Send us a text In this episode you’ll hear: How to stay focused How I stay organized & plan my work Setting your calendar up for your cycle and energy levels Resources mentioned in this episode (some are affiliate links): Pomodoro timer Passion Planner Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, June 12, 2024
152 | Offboarding Clients
Send us a text 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: Bookkeeping Business Accelerator® Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, June 05, 2024
151 ⎸ The Secret to Staying out of your Inbox
Send us a text This solo episode is inspired by a question from our community about wrangling client communication and staying organized. Tune in to hear some practical advice to keep you out of your inbox and your business running smoothly! In this episode you’ll hear: managing client emails streamlining client communication utilizing central client care inbox for team visibility prioritizing discussions with clients using tools like Hubdoc or Dext Resources mentioned in this episode: Hubdoc Dext OpenPhone (affiliate link) Voxer Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Thu, May 30, 2024
150 | [Q&A] Thinking Outside of the Box
Send us a text 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: The Bookkeeping Business Accelerator® Elevate Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses Join the next free training at ambitiousbookkeeper.com/training
Wed, May 29, 2024
150 | [Q&A] Thinking Outside of the Box
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Join James Wedmore's FREE training: The Rise of the Digital CEO HERE> Join the next free training at ambitiousbookkeeper.com/training
Wed, May 22, 2024
149 ⎸Social Media for Accountants with Alison Lukin
Send us a text 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: Profit First Become a Profit First Professional Read the book by Mike Michalowicz Social Champ - social media manager & scheduler Manychat - to automatically send links to audience Officially Social - Get 25% off the first month by using the code: FIRST25 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: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin
Wed, May 15, 2024
148 ⎸ Motherhood, Burnout, and Entrepreneurship with Jessica Parr
Send us a text 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: Visit 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:
Wed, May 08, 2024
147 ⎸Another Q&A Episode!
Send us a text In this live Q&A session we touch on insights from a recent podcast on CFO services. Additionally, the host shares expertise on developing CFO services, handling quality control manually without specific software, the nuances of various client services like AR/AP, and strategies for finding and integrating team members. Questions from participants lead to discussions on LLC taxation, the benefits and complexities of S Corp status, and maintaining clear financial boundaries between business and personal finances. Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses Join the next free training at ambitiousbookkeeper.com/training
Wed, May 01, 2024
146 ⎸ Retirement Tax Credits with Matt Ruttenberg
Send us a text 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: Episode 143 ⎸ Retirement Planning with Matt Ruttenberg Reach out to Matt for retirement planning help for you or your clients! 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: Visit 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.ambitiousbookk
Wed, April 24, 2024
145 ⎸ [Q&A] Pricing, Networking, & Growing
Send us a text 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: Ep 17 | Help! It’s my first cleanup Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses Join the next free training at ambitiousbookkeeper.com/training
Wed, April 17, 2024
144 | Breakaway from the old Franchise model with Shea + Michelle
Send us a text In this interview episode, I’m chatting with Shea & Michelle, founders of Breakaway Bookkeeping + Advising. We delve into the innovative franchise model that encourages entrepreneurship and supports a healthy work-life balance, challenging the norms of traditional accounting firms. Join us as we explore Breakaway's unique assisted entrepreneurship approach, including mentorship programs and a supportive community for advisors. In this episode you’ll hear: Breakaway's opt-in concierge program Breakaway's assisted entrepreneurship model Breakaway’s programs for advisor development & other growth opportunities Rethinking your expectations of work-life balance and entrepreneurship Leadership and organizational structure at Breakaway Resources mentioned in this episode: Check out Breakaway's advisor resources here! Meet Shea + 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: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) <a href='https://www.buzzsprout.com/?referrer_id=17
Wed, April 10, 2024
143 ⎸Retirement Planning with Matt Ruttenberg
Send us a text In this interview episode I’m chatting with 401k expert, Matt Ruttenberg, and he dives into ALL things retirement planning. Seriously, this is packed with helpful info! Tune in to get strategies for planning your retirement & hear how different biz structures impact those plans and contributions. In this episode you’ll hear: Retirement planning strategies for high-income individuals 401(k) Plan options & all the roles involved in a Plan Deadlines and contributions for 401(k) Plans Flexibilities and limitations of 401(k) Plans Retirement Plans for employees Solo 401(k) vs Group Plan Resources mentioned in this episode: Reach out to Matt for retirement planning help for you or your clients! Meet 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: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast E
Wed, April 03, 2024
142 | Am I Ready for CFO Services? With Charles Leikauf
Send us a text In this interview episode, I’m chatting with Charles Leikauf, founder of Profit Surge Group, to unravel the intricacies of offering fractional CFO services within the accounting industry. Get ready to gain insights into mastering the art of offering CFO services, the importance of passion and confidence, and the real-world experiences that have shaped Charles' journey. In this episode you’ll hear: the ethical considerations of selling financial services to struggling businesses the power of leveraging your skills and expertise the strategic use of Facebook ads for client acquisition Resources mentioned in this episode: Profit Surge website Meet 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: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: <a href='https:/
Bonus · Mon, April 01, 2024
[MINI] 9 | Hubdoc Process for Clients
Send us a text In this minisode I talk about our Hubdoc process & procedures for our clients, plus I give an example of how to encourage your clients to use Hubdoc! Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link) Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard Become a Client: ofcoursebookkeeping.com/contact Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link)
Wed, March 27, 2024
141 | [Q&A] Podcast Interviewing for Bookkeepers
Send us a text In this Q&A episode, I share insights on how to pitch yourself for podcast interviews and what topics to cover. You'll learn how to set yourself apart, deliver compelling content, and utilize real-life client experiences to engage and educate your audience. Tune in and take notes as I walk you through the do's and don'ts of podcast pitching & interviewing. In this episode you’ll hear: Pitching Yourself for Podcast Interviews Overcoming Imposter Syndrome Developing Engaging Content and Speaking Skills Resources mentioned in this episode: Episode with Shannon Weinstein - Growing your business through podcasting Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link)
Wed, March 20, 2024
140 | [Q&A] Help! My leads aren't converting!
Send us a text In this episode I give advice and insights on various topics related to running a bookkeeping business, attracting and converting clients, pricing strategies, marketing tactics, engaging with prospects, handling follow-ups, and more. In this episode you’ll hear: When to follow up with leads What to do when someone ghosts you after a Diagnostic Messaging for the clients you want to attract Marketing ideas Resources mentioned in this episode: Diagnostic Review MiniCourse The Bookkeeping Business Accelerator® ManyChat - for driving traffic from your socials to your website/products Dubsado (affiliate link) Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link)
Wed, February 28, 2024
139 ⎸ CPA Exam Success with Dawn Edelstein
Send us a text In this interview episode I chat with Dawn Edelstein, CPA Exam Success Coach, all about the keys to CPA exam success. From mindset to study methods, this episode is filled with practical advice to help you excel in your CPA exam journey. So grab your notebook and get ready to take some notes! In this episode you’ll hear: The 3 Pillars of CPA Exam Success The S.T.A.R. Framework for studying Free resources & support for CPA Exam Candidates Planning & time management Resources mentioned in this episode: CPA Exam Success Checklist: cpaexamsuccess.ck.page/checklist Get all of Dawn’s FREE resources here: linktr.ee/miamicoachconnection Meet 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: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitio
Wed, February 21, 2024
138 ⎸ How to hire A-Team players with Lesley Pyle (hiremymom.com)
Send us a text In this interview episode, I chat with CEO & Founder of HireMyMom.com and hear about her story working from home for the past 20+ years. We dive into lots of good stuff around hiring for your bookkeeping business, you don’t want to miss this episode! In this episode you’ll hear: How & when to hire help for your Bookkeeping Firm Tips for a successful job post Onboarding Tips Hiring resources that HireMyMom.com offers Lesley’s tip for Bookkeepers to add more value to their clients Resources mentioned in this episode: HireMyMom.com Top 10 Interview Questions To Ask Finding the best candidate for a job requires that you do your homework in advance. Part of that is asking the right questions and making sure you get thorough answers. https://mailchi.mp/hiremymom/top-10-interview-questions-to-ask Meet Lesley: Lesley Pyle is the Founder and CEO of HireMyMom.com , a service connecting Small Businesses with Virtual Professionals across the country since 2007. Pyle began her work from home journey in 1995 after having her first child and started her first online business in 1996 - HBWM.com . She serves on the Board of Directors for Mighty Oaks Foundation and is a contributing writer to Entrepreneur.com . She and her family reside in Texas. Connect with Lesley: 📱 IG: http://instagram.com/hiremymom 💼 LinkedIn: https://www.linkedin.com/in/lspencerpyle/ Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: <a href='https://www.facebook.
Wed, February 14, 2024
137 ⎸ Finish your website in a week with Tia Taylor
Send us a text In this interview episode, I’m bringing Tia (my first hire!) back on to talk about all things WEBSITE DESIGN! Plus, Tia gives us a sneak peek at her new course - Squarespace for Bookkeepers. If your website has been a pain point for you in your business journey, then you’ll definitely wanna tune in! In this episode you’ll hear: the most important aspect of your website the 3 things google NEEDS about your website what google likes (dynamic content) Resources mentioned in this episode: Squarespace: https://squarespace.syuh.net/mgraq1 (affiliate link) Acuity: https://squarespace.syuh.net/c/3218064/1933284/9084 (affiliate link) Squarespace for Bookkeepers Waitlist (Tia’s new course - Get it at the Pre-Sale price of $197 until 2/21/24!): https://www.riledupgoats.com/ssfb 1-1 Website or Design with Tia: https://www.riledupgoats.com/ The Bookkeeping Business Accelerator®: https://www.ambitiousbookkeeper.com/bba Meet 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: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper C
Wed, February 07, 2024
136 ⎸ The BEST Bank for Clients: Relay - with Deanna Zubrickas
Send us a text In this interview episode, I’m chatting with Deanna Zubrickas, a product specialist at Relay. We dive into the challenges with traditional banking methods, the partnership between Relay and Profit First, and the revamped partner program that offers exciting opportunities for bookkeepers and accountants! In this episode you’ll hear: The new Relay Partner Program How to position and convert clients to Relay All the things I love about Relay Profit First Friendly Bank Resources mentioned in this episode: Become a Relay Partner Meet 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: Visit 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: <a href='https://www
Bonus · Mon, February 05, 2024
MINI Ep 8 | How to handle client banks that don’t integrate
Send us a text Record a question for me to answer on the podcast here: speakpipe.com/ambitiousbookkeeper In this minisode, I get into how to handle client banks that don’t integrate with Xero or Quickbooks. Learn when it makes sense to turn away a client, what to say to clients when this issue arises, and why we love Relay. Resources mentioned: Relay Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link) Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard Become a Client: ofcoursebookkeeping.com/contact Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link)
Wed, January 31, 2024
135 ⎸ What’s so great about The Bookkeeping Business Accelerator®️?
Send us a text This is a very special episode, where you get to hear from current and past VIP students inside of the Bookkeeping Business Accelerator! If you’ve wanted to know what has been the biggest help/game changer for my students, tune in to this one to find out! In this episode you’ll hear: an in-depth look at the program’s curriculum exclusive VIP perks all the personalized support that comes with BBA VIP why this program is a game-changer for bookkeepers and accountants who want to start or grow their business Resources mentioned in this episode: The Bookkeeping Business Accelerator® ⎸ VIP: https://www.ambitiousbookkeeper.com/vip Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, January 24, 2024
134 ⎸ How to grow a multi six-figure business
Send us a text In this solo episode, I delve into the complexities of growing a multi six-figure business and share insights on efficiency, workflow management, and hiring strategies crucial for business scalability. In this episode you’ll hear: the importance of narrowing your focus of services tips for creating processes & systems in your business the relationship between your niche & your marketing efforts how to evaluate your profit margins Resources mentioned in this episode: Planning for Profit episode: ambitiousbookkeeper.com/blog/129 Asana for creating your workflow: https://asana.com/product Loom for creating SOPs: https://www.loom.com/ Tango for creating SOPs: https://www.tango.us/ The Bookkeeping Business Accelerator®: https://www.ambitiousbookkeeper.com/bba Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses Join the next fre
Wed, January 17, 2024
133 ⎸ Starting a Bookkeeping Business with no Experience [re-air]
Send us a text This week, I’m re-airing a solo episode where I chat about how I recommend going about starting a bookkeeping business without any experience in bookkeeping. In this episode you’ll hear: topics any bookkeeper should know where to start what it takes to be a business owner Recommended programs: Bookkeeper Launch for learning bookkeeping in QBO (affiliate link) Become a Bookkeeper for learning bookkeeping in Xero (affiliate link) Kickoff with Asana for setting up your bookkeeping workflow (affiliate link) AIPB Certification to become a Certified Bookkeeper Alyssa Lang’s Breakthrough coaching program for experienced bookkeepers and accountants who are ready to take their firm to the next level Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, January 10, 2024
132 ⎸ What a bookkeeper does
Send us a text Have you ever wondered what a bookkeeper should be doing every month for clients What about what a successful daily structure looks like? Well, these are two questions I’ll be diving into today on the podcast. I recently put a call out to the listener audience to submit questions you’d like answered on the podcast. You can still submit questions, either via email: support@ambitiousbookkeeper.com or by recording a question on Speakpipe ! In this episode you’ll hear: What AP & AR entails How to setup your day for success If you should offer AP, AR and Payroll The bare minimum every bookkeeper should be doing Resources mentioned in this episode: Gusto Hubdoc QBO Xero Acuity Calendly Planning your Bookkeeping Work podcast episode Bookkeeping Biz Workshops Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20%
Wed, January 03, 2024
131 | How to setup books for Real Estate Investors with Nick Baldo
Send us a text In this interview episode, I’m chatting with Nick Baldo, Real Estate Investor & Online Educator, about how bookkeeping needs to be setup and the various nuances of real estate investment businesses. As a bonus at the end, we chat about his Youtube strategy. In this episode you’ll hear: Biggest mistake real estate bookkeepers make 3 things to make sure you do when bookkeeping for real estate why the balance sheet is so important for real estate investors bonus: content marketing with youtube tips Resources mentioned in this episode: Real Estate Accounting Bootcamp; https://www.incomedigs.com/reab (Coupon Code: AB50 for $50 off) Builder Books Academy: https://www.incomedigs.com/bba (Coupon Code: AB50 for $50 off) About our guest: Nick Baldo is a real estate investor, home builder and online educator. Nick left his six-figure consulting job to pursue a life of entrepreneurship. While building his investing portfolio and remodeling businesses, he began to develop processes and systems to help his businesses grow and scale. He eventually started sharing his strategies with likeminded business owners via YouTube and one-on-one coaching. Nick currently runs his online education business, Income Digs, to help Real Estate Investors and their Bookkeepers leverage technology so that they can live of a life of freedom and purpose. Nick lives in Buffalo, NY with his wife, Meghan and his daughter Juliet (soon to be two daughters!) Connect with Nick: 📱 Youtube: https://www.youtube.com/incomedigs 🌐 Website: https://www.incomedigs.com/ 💻 Builder Books Academy: https://www.incomedigs.com/bba (Coupon Code: AB50 for $50 off) Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: <a href='https://w
Wed, December 27, 2023
130 | Growing your business through podcasting with Shannon Weinstein
Send us a text In this episode, I chat with Shannon Weinstein, CPA and host of Keep What You Earn podcast. Join us as we explore the power of intentional podcasting and its role in growing in your biz! In this episode you’ll hear: 3 areas you need to focus on to get on podcasts using AI to research podcasts to pitch how NOT to pitch how to be prepared for your interviews Resources mentioned in this episode: Listen Notes Chartable Meet Shannon: Shannon is a fractional CFO for growth-minded business owners, a CPA and a teacher at heart. Her real-talk and relatable examples simplify the financial side of business so business owners like you can stop stressing and start scaling. She is the host of the IRS's least favorite podcast, Keep What You Earn, where she releases daily episodes. She is also a frequent speaker in business mentorship communities and masterminds. Connect with Shannon: 📱 Instagram: https://www.instagram.com/shannonkweinstein/ 💼 LinkedIn: https://www.linkedin.com/in/shannonkeane/ 🌐 Website: https://www.fitnancialsolutions.com/media Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) <a href=
Wed, December 20, 2023
129 | Planning for Profit
Send us a text In this solo episode, I’m sharing a part of my planning process for ensuring profitability. Grab your notebook (or a google sheet) and follow along in setting up your client profitability analysis! In this episode you’ll hear: How we track time How I analyze client profitability Questions & considerations Resources mentioned in this episode: Clockify G-Accon Hubdoc Xero QBO A2X TaxJar To start the conversation about 1-1 Mentoring, please email support@ambitiousbookkeeper.com . I offer: Single strategy sessions 3-month mentoring Voxer-only mentoring Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, December 13, 2023
128 | [STRATEGY] Pricing & Scaling Mindset for Growth with Accala Kessler
Send us a text Listen in like a fly on the wall for a strategy session with one of my Accelerator students. We dive into: Calculating client profitability How to think about pricing to achieve your goals Ideas for increasing value Resources mentioned in this episode: The Bookkeeping Business Accelerator® Connect with Accala: 💼 LinkedIn: https://www.linkedin.com/in/accala-kessler-43bb746/ Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses Join the next free training at ambitiousbookkeeper.com/training
Bonus · Mon, December 11, 2023
[MINI] Ep 7 | Sales Tax Automation for E-Commerce
Send us a text Record a question for me to answer on the podcast here: speakpipe.com/ambitiousbookkeeper Resources Mentioned: TaxJar Bookkeeping for E-Commerce Workshop Sales Tax Workshop Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link) Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard Become a Client: ofcoursebookkeeping.com/contact Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, December 06, 2023
127 | [STRATEGY] Effectively Training & Mentoring Your Bookkeeping Team with Joanne Sharma
Send us a text In this 1-1 Strategy Session with Joanne Sharma, a former Coaching Client of mine, we dive into some logistics of effectively reviewing, mentoring, and training a team. So if you’re thinking of hiring a bookkeeper for your team or already have a team but are struggling with expectations and training, tune in to this episode! In this episode you’ll hear: How we help our bookkeepers take responsibility for checking their work Some of the things I review (or my account manager) mindset behind building a team Resources mentioned in this episode: Breakthrough for Bookkeepers Meet Joanne: I became a bookkeeping expert and Quickbooks Proadvisor after my first career as an engineer in the construction industry. While I graduated from Brown University with a bachelor’s degree in Mechanical Engineering I’ve always had a love of business and learning what made a business successful. Years ago, once I discovered my love of helping business owners make sense of their numbers, I went all in and took multiple courses and certifications in bookkeeping and small business finances. Connect with Joanne: 🌐 Website: https://www.joannesbookkeeping.com/ 📱 LinkedIn: https://www.linkedin.com/in/joanne-sharma Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC <a href='http://descript.com?lmref=RdGGF
Wed, November 29, 2023
126 | Which program is right for me?
Send us a text Have a question you want answered on the podcast? CLICK HERE TO SEND IT IN! In this episode, I’m giving a summary of all of our current self-paced paid programs, mini courses, and workshops to help you make a decision, or maybe showcase something that you weren’t aware existed. In this episode you’ll hear: Who’s a good fit for each program How to reach out for personalized guidance (email or DM me!) Get 20% off all these programs by using code BF23 through Midnight, November 30th, 2023 Resources mentioned in this episode: My online store: ambitiousbookkeeper.com/store Become a Bookkeeper - Xero Bookkeeper Launch - QBO Elevate The Bookkeeping Business Accelerator® Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses Joi
Bonus · Mon, November 27, 2023
[MINI] Ep 6 ⎸ How to Follow up with a busy lead near Year End
Send us a text In this minisode, I answer the question, How do I follow up with a lead who’s so busy running their business that they’re not signing the agreement? Learn how to reach out, what to say, and why this approach works! Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link) Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard Become a Client: ofcoursebookkeeping.com/contact Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, November 22, 2023
125 ⎸ Borrowed Confidence with David Richter
Send us a text In this interview episode, I chat with David Richter - owner of Simple CFO, a fractional CFO firm, and author of Profit First for Real Estate Investing . We talk about profit-first, offering CFO services, and creating a business you love. In this episode you’ll hear: 3 things to address with clients in a simple way How to get in front of your ideal clients Tips for ‘Selling’ Resources mentioned in this episode: Profit First for Real Estate Investing The Road Less Stupid Good Leaders Ask Great Questions You Can’t Teach a Kid to Ride a Bike at a Seminar About our guest: David is the owner of Simple CFO, a fractional CFO firm, and the author of Profit First for Real Estate Investing. He's been a part of over 850 real estate deals, and through his company he has helped over 200 businesses gain financial peace and freedom. Connect with David: Join Simple CFO: simplecfo.com/join Follow on FB: facebook.com/david.richter.395 Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Pub
Wed, November 15, 2023
124 ⎸ Mindfulness Hacks for Accountants with Vimal Bava
Send us a text In this interview episode, I chat with Vimal Bava, a CPA and stress management coach. He shares his personal journey of experiencing burnout and stress in the accounting profession and how he found comfort in mindfulness and meditation practices. In this episode you’ll hear: examples of mindfulness and meditation practices how to incorporate Mindfulness into your busy schedule how the mind-body connection works the importance of taking brain breaks About Vimal: Vimal Bava is a CPA and Mental Fitness Coach with a passion for empowering his fellow accountants to experience joyful and stress-free work environments. Along with running his own firm, and mental fitness coaching, he's also currently pursuing a Doctoral degree at Florida International University. Connect with Vimal: 💼 Linkedin: linkedin.com/in/vbcpa 🌐 Coaching website - Happy Bean Counters: happybeancounters.com Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Bonus · Mon, November 13, 2023
[MINI] Ep 5 ⎸ Starting a Bookkeeping Business with no Tax Experience
Send us a text In this minisode, I’m sharing the top 3 questions people ask when thinking about starting their bookkeeping business especially without tax experience. Watch on Youtube >> https://youtu.be/qDn6IkMpjYg Resources mentioned in this minisode: Free training! Podcast episode on Insurance Podcast episode on Tech Catch the next LIVE Workshop Series! --- Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link) Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard Become a Client: ofcoursebookkeeping.com/contact --- Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, November 08, 2023
123 ⎸ Are you Ready for Year End?
Send us a text Feelin’ a little worried/nervous about year end? Well, in this episode I’m sharing what we do for all of our clients at year end! In this episode you’ll hear: 3 things we provide ALL of our clients at year end When to start and finish these processes How to get your hands on the resources to learn & implement these processes Resources mentioned in this episode: ambitiousbookkeeper.com/subscribe - get on the email list so you don’t miss out on the Black Friday Special! Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, November 01, 2023
122 ⎸ Mastering your Inner Dialogue for Success and Happiness with Sharon Hefetz
Send us a text 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: <a href='https://www.facebook.com/ser
Bonus · Mon, October 30, 2023
[MINI] Ep 4 ⎸ When you have questions or corrections for your bookkeeper, where do you communicate those?
Send us a text In this MINIsode, I answer the question, When you have questions or corrections for your bookkeeper, where do you communicate those? You’ll hear: strategies for communicating efficiently tools to get the job done the process we use in my firm Resources mentioned: Asana Loom Slack Notion (affiliate link) Google Workspace (affiliate link) Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, October 25, 2023
121 ⎸ Replacing your corporate benefits with Karrisa Martino
Send us a text 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: <a href='https:
Wed, October 18, 2023
120 ⎸ [STRATEGY] Events, Team Training, & Automations with Becky Hesson
Send us a text This week we’re airing another 1-1 strategy session with one of my students, Becky Hesson, founder of ANJUDI3! In this episode you’ll hear: hiring and team training strategies efficient strategies for email marketing tips on managing client relationships and tax filings how to streamline the conversion process and SO much more! Resources mentioned in this episode: The Bookkeeping Business Accelerator Dubsado Dubsado Decoded Course Kickoff With Asana For Bookkeepers + Accountants Liz Wilcox’s Email Marketing Membership (affiliate link) AB Podcast episode with Liz Wilcox - Infusing Personality into Your Business Teamwork by Natalie Dawson Make em Beg to Work for You by Dr. Angela Lauria Meet Becky: Becky started ANJUDI3 because she wanted to show the girls she hosted that they can do whatever they want to do using their positivity! Anja, Julia and Diana will always have a special place in her heart and will always be her special daughters! Becky’s professional background is in the tech industry. She also holds partial ownership as a shareholder of Willamette Valley Vineyards in Oregon. She's LEAD certified in the state of California, has been a member Texas Wine & Grape Growers since 2020, and even sponsored one of their virtual events. In 2023 she joined the Texas Craft Brewers Guild with the goal of learning more about the industry and creating connections with her clients and their passion. Recently, she's become the Membership Coordinator for the new Texas Hill Country Chapter of Women for Winesense. Connect with Becky: 🌐 Visit her website 📱 Follow Anjudi3 on IG 📱 Connect on LinkedIn Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: <a href='https://www.ambit
Bonus · Mon, October 16, 2023
[MINI] Ep 3 | 5 Key Reports
Send us a text In this MINIsode, I explain 5 key financial reports that you should be delivering your clients! You’ll hear: how often you should be delivering these reports to clients how to set up these reports in Xero Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, October 11, 2023
119 ⎸ [NICHE] Accounting for Winemakers with Zane Stevens
Send us a text In this NICHE series episode, I chat with Zane Stevens, a Director of Protea Financial. We delve into the challenges and opportunities that winemakers face when it comes to financial management and strategic decision-making. In this episode you’ll hear: the value in having CFOs with a strategic background why it’s important to have standardized procedures how to better understand your Cost of Production & Pricing Resources mentioned in this episode: Protea Academy Meet Zane: Zane Stevens is a Director of Protea Financial. Prior to joining Protea, he was Financial Manager at Syntell, and subsidiaries, in Cape Town, South Africa. Syntell is a leading blue-chip company with revenue in excess of $38m that provides cutting edge technology-based services for Road Safety, Traffic Management and Revenue Collection. Before joining Syntell, Zane was a supervisor at KPMG in Port Elizabeth and Cape Town, South Africa, where he led audit and financial and information technology advisory engagements. Working with a broad host of clients, from owner-managed entities to large listed multinational companies, Zane obtained extensive experience in various sectors including automotive; public sector; food, drink, and consumer products; retail; healthcare and agriculture. Zane is registered as a Chartered Accountant (South Africa) with the South African Institute of Chartered Accountants. He received an Honors Degree in Accounting from Nelson Mandela Metropolitan University, where he also completed his undergraduate degree in Accounting. Connect with Zane: 📱Connect on LinkedIn 📽️ Follow their YouTube channel - Protea Academy 🎙️ Listen to Protea Conversations - interviews with leaders that support Protea Financial’s charitable causes Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: <a
Wed, October 04, 2023
118 ⎸ Mastering SEO with Kristen Corey
Send us a text In this interview episode, I chat with Kristen Corey, a marketing savvy accountant who has a wealth of knowledge in the world of SEO and content creation. So grab a pen and get ready to take some notes!! In this episode you’ll hear: technical and superficial aspects of SEO, and whether or not you should hire an SEO specialist challenges and misconceptions in using AI for marketing how to develop a comprehensive marketing strategy! Resources mentioned in this episode: Previous AB podcast episode → What it’s Like Launching Courses Meet Kristen: After obtaining her Bachelors and Masters in accounting, Kristen went into public accounting where she became an auditor. It wasn’t until she had the opportunity to move abroad that she began marketing for entrepreneurs. She quickly gained experience working with industries including tech, fashion, legal, real estate, and even a high-end chocolate brand. Her experience grew from doing PR, graphic design, inbound marketing, social media management, and website development. Upon returning back from overseas she was hired by an accounting company to work as both an accountant and marketer. She found combining her two favorite industries wasn’t just possible but needed, Kristen decided to start a creative agency dedicated to helping accounting firms. Connect with Kristen: 🎙️ Listen to her podcast 💻 Check out her Website Design services 🌐 Visit her website Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our sho
Bonus · Mon, October 02, 2023
[MINI] Ep 2 ⎸ How to Get Bank Statements in a Timely Way
Send us a text In this MINIsode, I answer the question, How do you get bank statements from your clients in a timely way? You’ll hear: systems my firm uses for getting bank statements what to ask your client during onboarding Resources mentioned in this episode: Relay Bank (affiliate link) Hubdoc Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, September 27, 2023
117 ⎸ [SYSTEMS] Scrutinize with John Rea
Send us a text In this SYSTEMS episode, I chat with John Rea - creator and founder of Scrutinize, an automated bookkeeping file review tool designed to assist bookkeepers in three main areas: evaluating inherited books, conducting monthly reviews, and performing quality assessments. In this episode you’ll hear: the inspiration behind Scrutinize & a detailed look at its features best practices for ensuring security when using cloud services various use cases for implementing Scrutinize Resources mentioned in this episode: Scrutinize (Sign up for a free 14-day trial and use the promo code AMBITIOUS25 to get 25% off your first 12 months!) Older podcast where I dive into cyber security with an insurance broker: What kind of Insurance do Bookkeepers Need? With Jock Wols About John: My name is John. I grew in a small town in north Texas and moved to Austin at 17 with plans to be a rockstar guitar player. It turns out you actually have to practice to be a rockstar, so that fell through. After spending a few years idling about, I decided to get serious and finished my BA in Finance at St. Edward's University. I spent most of my career in various roles across the accounting and finance functions, learning as much as I could about how to use data to drive more strategic decisions that led to better outcomes for the businesses I worked with. In 2018 I started my own fractional CFO and bookkeeping firm, which is where I ran into the idea that eventually became my current focus - Scrutinize - which is a platform we built to provide bookkeeping quality assurance by automating ledger reviews. I still live in Austin, TX with my wife, son, and dopey Staffy. Connect with John: Follow on Twitter @johnrea88 Sign up for a free 14-day trial of Scrutinize and use the promo code AMBITIOUS25 to get 25% off your first 12 months Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: <a href=
Wed, September 20, 2023
116 ⎸ [SYSTEMS] Jetpack Workflow with David Cristello
Send us a text In this SYSTEMS episode, I chat with David Cristello, founder and CEO of Jetpack Workflow - a company that specializes in assisting bookkeeping, payroll, and tax firms in streamlining their client work and automating deadlines. In this episode you’ll hear: David’s inspiration behind building Jetpack Workflow how often you should review and tweak your processes how to migrate to new softwares/tools efficiently to avoid overwhelm the importance of understanding industry needs to tailor services and marketing strategies Resources mentioned in this episode: Jetpack Workflow About David: David Cristello is a game-changer, ushering new ideas into accounting, a profession that’s been around for thousands of years. He’s an innovator, leading the development of Jetpack Workflow, an award-winning workflow software for accounting and bookkeeping firms. As a non-technical founder, David relied on customer-centric ideas and empathy to help pre-sell and then grow the company from a spare-bedroom idea to being ranked on the Inc. 5000 (#676) within the first four years of operation. He produces and hosts a popular podcast series, “Growing Your Firm,” and is a respected writer of blogs and eBooks, and co authored the best-selling, “Double Your Accounting Firm: Lessons Learned on How Top Firms Grow Faster, Build Stronger Teams, and Increase Profit.” In a focused and impactful way, David is helping others embrace the modernization and changes that are redefining the accounting industry. Connect with David: Listen to his podcast: Growing Your Firm Connect on LinkedIn Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: <a href='Https://twitte
Wed, September 13, 2023
115 ⎸ [SYSTEMS] Onboarding with Alyssa Lang
Send us a text 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: Dubsado Decoded Breakthrough Kickoff With Asana SOFTWARE: Dubsado Content Snare Plooto Asana Google Drive (Workspace) Zapier Keeper Clockify Slack Notion OTHER PODCAST EPISODES WITH ALYSSA: Choosing the Right Marketing Strategy with Alyssa Lang [BONUS] How to Package + Sell Advisory Services with Alyssa + Serena The Honest Truth about Running a Business with Alyssa Lang How to Breakthrough to the Next Level with Alyssa Lang Scaling Your Bookkeeping Business with Alyssa Lang The Workflow Queen 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 list
Wed, September 06, 2023
114 ⎸ [SYSTEMS] TaxDome for Bookkeepers with Cabot & Main
Send us a text In this interview episode, I chat with Ashley & Katie of Cabot & Main, a company that specializes in helping accountants setup systems, workflows & automations. In this episode you’ll hear: How Ashley & Katie created their business together What a typical TaxDome Setup looks like Why TaxDome is good for bookkeepers, not just Tax pro’s How to beat overwhelm with systems & workflows Resources mentioned in this episode: TaxDome ClickUp Dubsado (affiliate link) About our Guests Katie Toscano & Ashley Meripol are former corporate accountants, turned operations & project managers who found a love for helping the accounting business owner community. After doing their own thing as business owners for a few years in bookkeeping and operations, they decided to partner together to bring their 10+ years each of experience to helping their clients thrive. They were tired of seeing their accounting friends work ridiculous hours, sacrificing time with family, stress & overwhelm just because that’s the way it’s always been. Ashley & Katie have a serious love for all things systems, organization, technology and business, and are passionate about the "anti-hustle" life of working smarter not harder, and taking those Saturdays off. They are excited to launch their new monthly membership, the Tax Tech Collective as a space for business owners to gain access to their signature TaxDome Accelerator course designed to deliver rapid results, equipping accounting pros with actionable steps, time-saving templates, access to a thriving community of like-minded professionals, and specialized training for their admin support team. Connect with Cabot & Main: Follow on IG @cabotandmain Join their new monthly membership ➡️ The Tax Tech Collective Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website > Follow the Blog > Connect on IG > Connect on LinkedIn > Connect on FB > Tha
Bonus · Mon, September 04, 2023
[MINI] Ep 1 ⎸ Marketing as an Introvert
Send us a text Struggling to market yourself because you’re an Introvert? Listen to this Minisode to hear how I market as an introvert! In this episode you’ll hear: 5 places to market yourself Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link)
Wed, August 30, 2023
113 ⎸ [NICHE] E-commerce with Meryl Johnston
Send us a text 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: The Lifestyle Accountant Podcast The Bookkeeping Business Accelerator®️ The Bookkeeping Client Closer (mini-course) 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 LinkedIn Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC <
Wed, August 23, 2023
112 ⎸ [NICHE] Real Estate Professionals with Kelly Wigington
Send us a text In this NICHE series episode, I talk with Kelly, owner of Summer Dove Bookkeeping, a niche firm specializing in bookkeeping for real estate professionals. She shares how she has noticed a common trend among many RE agents - they often treat their commission as a paycheck - and how she supports them in embracing a more business-oriented approach. She also opens up about her experience in the industry and how she got to where she is today. In this episode you’ll hear: Tips on finding contractors & building a team, as well as creating a positive work culture Challenges of managing client growth and increased volume How Kelly implements scope reviews to ensure fair pricing Resources mentioned in this episode: The Bookkeeping Business Accelerator®️ The Bookkeeping Client Closer (mini-course) Kickoff With Asana (affiliate link) Dubsado (affiliate link) Episode on LinkedIn Marketing Strategies About our guest: Kelly is the owner of Summer Dove Bookkeeping, wife of a hobby enthusiast, and Mama to three wild little boys. She lives in the mountains of East Tennessee where she and her family go on lots of adventures. She runs on coffee, Jesus, and sarcasm, and she strives to help everyone around her feel at peace. Connect with Kelly: Follow on IG @summerdovebookkeeping Check out her DIY Profit Tracker - Perfect for RE Agents or other solopreneurs who need to track their finances but aren't ready for a bookkeeper yet! Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring, visit our website: ambitiousbookkeeper.com Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) <a href='https://www.buz
Wed, August 16, 2023
111 ⎸ [NICHE] Property Management with Haley Bonczyk
Send us a text 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: The Bookkeeping Business Accelerator®️ The Bookkeeping Client Closer (mini-course) Bookkeeper Launch About our Guest: Haley started her business back in 2017 with the intention of creating a sustainable job that she could continue to do once she had children. Her oldest daughter was born in 2019 and she maintained a business that had no niche, few systems, and a couple of contractors for about a year before she became fed up with the cycle of stress it was causing her. Fast-forward to today, she has focused in on her niche, has two contractors, and is working hard on the business to create repeatable systems and processes. Connect with Haley: Website > Instagram > Facebook > LinkedIn > Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: <a href='https://www.ambitiousbookkeeper.com/podca
Wed, August 09, 2023
110 ⎸ [NICHE] Hospitality with Tyler Otto
Send us a text In this NICHE series interview I chat with Tyler Otto, who specializes in the Hospitality industry — from his corporate days in Finance, he’s built a successful firm and is sharing some insights about growing a team and marketing his firm to get it off the ground. In this episode you’ll hear: Tyler’s go-to market strategy to gain initial clients after he lost his corporate job during the pandemic How he has attracted stellar team members & how his team is structured How he’s been able to keep team morale up to retain talent Resources mentioned in this episode: The Bookkeeping Business Accelerator®️ The Bookkeeping Client Closer (mini-course) Bookkeeper Launch Keeper Traction - by Gino Wickman Rocketfuel - by Gino Wickman E-Myth - By Michael Gerber About our Guest: Tyler Otto is the owner of Specialty Bookkeeping, LLC, where he has developed a winning formula for an innovative, virtually based accounting and tax firm. His company leverages technology to simplify client’s financial processes, creating greater visibility into their financials and driving profit. He has extensive experience in the finance side of the hotel and tourism industry where he has also served as the Corporate Director of Finance with Imprint Hospitality in 2020. Connect with Tyler: LinkedIn > Youtube > Excel Course > Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa</a
Wed, August 02, 2023
109 ⎸ [NICHE] Travel & Tourism with Kirstin Reeder
Send us a text 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: GoProposal - Proposals & pricing software Square - Mobile payment software FareHarbor - Online booking software WeTravel - Booking & payment software Peak Software Systems 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: <a href=
Wed, July 26, 2023
108 ⎸ [NICHE] Anti-Niche with Dan Luthi
Send us a text In this Niche Series interview episode, I talk with Dan Luthi, Partner at Ignite Spot Accounting. This epi is particularly interesting because Dan’s firm doesn’t have a niche! So we chat about all their unique strategies and the power of collaborating, investing, and advertising. In this episode you’ll hear: team structure and growth opportunities for employees billing based on annual recurring revenue streamlining workflows and managing platform updates Resources mentioned in this episode: The Bookkeeping Business Accelerator®️ The Bookkeeping Client Closer (mini-course) About our guest: Dan Luthi is a Partner at Ignite Spot Accounting. For over a decade, he has worked with small businesses throughout the United States to do excellent accounting and make it useful for each business owner’s life and employee. Dan’s current position focuses on our clients’ needs through process development, system management, customer care, and business development. In addition, being a member of Intuit’s Accountant Council, Intuit’s Payroll Council, Gusto’s Partner Accountant Council, a member of Accounting Salon, and Bill.com Accountant Council have allowed him to directly share immediate client needs and feedback with their key providers. Each of these partnerships and several certifications will enable him to fulfill his joy of helping clients bridge the gap between accounting and personal goals. Connect with Dan in LinkedIn > Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a re
Wed, July 19, 2023
107 ⎸ [NICHE] Unlocking the Secrets to Cannabis Bookkeeping with Sean Coggins
Send us a text In this Niche Series podcast, I chat with new firm owner, Sean Coggins, about his recent jump from corporate and how he’s setup his business in his first year. He’s making a new switch to the Cannabis industry, and we are diving into what his go-to-market strategy has been. In this episode you’ll hear: Sean’s go-to-market strategy Sean’s minimum pricing for monthly engagements and how he ‘upsells’ additional services Tips for networking as an introvert Resources mentioned in this episode: The Bookkeeping Business Accelerator®️ The Bookkeeping Client Closer (mini-course) About Our Guest: Sean has 10+ years professional experience working in both public and private accounting. During his tenures at both a Top 5 international firm in Baltimore, MD and a regional firm in Annapolis, MD, Sean has provided financial statement audit, review, and compilation services, as well as various forms of financial consulting to clients across many different industries. Sean has focused his efforts within the technology, real estate, and manufacturing/distributing industries. He also has extensive experience assisting businesses with critical issues, including revenue recognition principles, design of internal control systems, and complex financial reporting. Sean has been instrumental in adding value to the clients he serves and enjoys partnering with businesses on each of their unique journeys. Sean currently resides in Severna Park, MD with his wife and two young children. When not working, Sean can be found chasing the children around a playground or enjoying time boating with his family. Connect with Sean: Connect with Sean on LinkedIn > Visit Sean’s Website > 📊 Sean is partnering with Excel Dictionary for new products coming soon. Visit their store and get a discount! > (Discount code: COGGINS10) Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Con
Wed, July 12, 2023
106 ⎸ [NICHE] Bookkeeping for Female Real Estate Investors with Randy Ballen
Send us a text In this interview episode I talk with the owner of a niche firm called REI Bookkeeping Babes—a firm that specializes in helping female real estate investors. We talk about her marketing strategies, pricing, and so much more! In this episode you’ll hear: when Randy got started with bookkeeping how she found her first niche & transitioned to the one she’s in now marketing strategies she’s used secrets to her success Resources mentioned in this episode: Bookkeeper Launch The Bookkeeping Business Accelerator®️ The Bookkeeping Client Closer (mini-course) About Randy Randy Ballen has been a bookkeeping professional for over 15 years. She opened her original firm, Ballen Bookkeeping, over 5 years ago and in January of 2022 partnered with another bookkeeping firm to create a joint venture of REI Bookkeeping Babes. She also has a real estate investing business and recently started a nonprofit to address housing insecurity in vulnerable populations. She’s really passionate about lifting women up and empowering them to go after their biggest and best dreams. She has a 35 year old son and a wonderful daughter-in-law and lives in sunny Florida. She loves all the Arts, music and dancing most of all. Connect with Randy: Add her on Facebook: https://www.facebook.com/randy.ballen Check out her nonprofit: roomtorise.org Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: <a href=
Wed, July 05, 2023
105 ⎸ [STRATEGY] Turning off the busy-ness
Send us a text In this strategy episode, we explore pricing and differentiating value within your service packages, open up about burnout and the importance of work-life balance, and share insights into team meetings, hiring methods, and time management strategies. In this episode you’ll hear: tips on splitting up and elevating packages advice on balancing work and rest strategies for taking on a team recommended tools and processes for efficiency Resources mentioned in this episode: Kickoff With Asana - Join Alyssa Lang to get your workflows in place! Elevate - Elevate your skills & client experience in just 4 weeks! Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses Join the next free training at ambitiousbookkeeper.com/training
Wed, June 28, 2023
104 ⎸ [Q&A] Goal-setting & Financial Planning
Send us a text 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: The Bookkeeping Client Closer - Find your perfect fit client! The Bookkeeping Business Accelerator® - Launch and scale your virtual bookkeeping biz with this step-by-step online course! Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses Join the next free training at ambitiousbookkeeper.com/training
Wed, June 21, 2023
103 ⎸ [Q&A] Why DIY E-Commerce is no-go
Send us a text 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: Check out my Bookkeeping for E-Commerce Clients Workshop! Check out Meta Business Suite for managing business social media pages! Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses Join the next free training at ambitiousb
Wed, June 14, 2023
102 ⎸ [Q&A] Simplify Your Clients Onboarding Experience
Send us a text 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: See how The Bookkeeping Business Accelerator® VIP offers you the support you’ve been looking for all along! Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses Join the next free training at ambitiousbookkeeper.com/training
Wed, June 07, 2023
101 ⎸ [Q&A] Keeping it Secure: File sharing for Bookkeepers
Send us a text 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: See how The Bookkeeping Business Accelerator® VIP can help you start or grow your bookkeeping business ↗️ Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses Join the next free training at ambitiousbookkeeper.com/training
Wed, May 31, 2023
100 ⎸ [Q&A] Booking Qualified Leads: Intake Process for Bookkeepers
Send us a text 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: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses Join the next free training at ambitiousbookkeeper.com/training
Wed, May 24, 2023
99 ⎸ Balancing loyalty to clients with loyalty to self
Send us a text We want your questions! We’re putting together a special episode for our 100th episode. We’d love for you to submit a question to be answered on air! Record a voicenote and email it to support@ambitiousbookkeeper.com with the subject line: 100th Podcast Loyalty is a good character trait, but it can be detrimental to the health of your business Balancing loyalty to clients with prioritizing yourself and your business can be a challenging task, but it is an essential part of running a successful business So in this episode, I’m jamming on ways to manage this and things to think about Resources mentioned in this episode: Join the Bookkeeping Business Accelerator for support with this and other areas of your business >> Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, May 24, 2023
[BONUS] Case Study: Misa Bacon - from the very first BBA cohort
Send us a text In this episode you’ll hear: Misa’s journey from when she started The Bookkeeping Business Accelerator in 2020 to now Tips for standing out in our industry & getting clients Misa’s QBO Intensive process How to collect and organize ideas for future content Misa’s favorite part & most beneficial piece of being a part of The Bookkeeping Business Accelerator Resources mentioned in this episode: Like Know Trust Show The Bookkeeping Business Accelerator Misa is your go-to bookkeeping expert and QuickBooks guru. As the founder and CEO of Perfectly Kept Books®, she is on a mission to help women get comfortable with their numbers so they can feel empowered to make better business decisions. Misa knows that bookkeeping can be a real barrier to success, and she is passionate about removing that barrier by making bookkeeping easy and stress-free. Misa believes that everyone deserves to have access to the information and tools they need to thrive in their business no matter where they are in their business journey. If you're looking for a bookkeeper who is passionate about helping women succeed, look no further than Perfectly Kept Books. She lives in Dallas, TX with her creative daughter. When she's not crunching numbers, she enjoys reading, listening to music, watching movies, and spending time with family and friends. Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: <a href='https://www.iangil
Thu, May 18, 2023
98 ⎸ Balancing Client Acquisition with Delivering on Promises
Send us a text In this episode, Serena talks about how to balance gaining new clients with delivering on promises for current clients. In this episode you’ll hear: Prioritize communication with current clients Schedule specific times for client acquisition efforts Consider outsourcing non-essential tasks Experiment with different strategies to find what works best for your business Set realistic expectations for yourself and your clients Don't be afraid to ask for help or advice from others in the industry Resources mentioned in this episode: The Bookkeeping Business Accelerator - Open for enrollment on sale May 22-May 26 Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, May 10, 2023
97 ⎸ From Public Accounting to Firm Owner with Stephen Crandall, CPA
Send us a text 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: Website: https://www.scaasolutions.com/ Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC <a
Wed, May 03, 2023
96 ⎸ [Leadership] How do you want to change the world?
Send us a text Join us for another mini episode on leadership with our Leadership coach, Meriah Ayer, as she takes you inside of the Leadership Blueprint to share 7 questions you can ask yourself to help you discover if hiring is a fit for. Plus how to set yourself up for hiring successfully. In this episode you’ll hear: How to know if hiring is a fit for you How to find the best candidate for your firm How to determine your boss brand Resources mentioned in this episode: Core Values to Run Your Business On - Listen for some mission statement examples! [Leadership] Thinker, Doer, or Dreamer - Listen for how you can enhance your dreaming! [Leadership] Your Brand is More Than a Logo - Listen for why your mission, vision, and values are so foundational to your firm (even if you don’t plan on building a team!!) Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Sign up here for the Black Friday Updates >>
Wed, April 26, 2023
95 ⎸ [STRATEGY] How to handle Prior Year Cleanup Issues
Send us a text Listen in to an on-air strategy session with one of my students! In this episode you’ll hear: How to handle 10k of prior year transactions on a cleanup when the client has already filed those taxes How to have a conversation with a client about compliance issues and presenting multiple options How to handle when a client doesn’t take your advice or can’t afford to hire you to implement Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses Join the next free training at ambitiousbookkeeper.com/training
Wed, April 19, 2023
94 ⎸ Niche your Brand with Mallika Malhotra
Send us a text 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: http://www.mallikamalhotra.co http://www.instagram.com/mallikamalhotra.co https://www.facebook.com/mallikamalhotra.co http://www.linkedin.com/in/mallikamalhotraco Free Ready, Set, Brand tool : https://mallikamalhotra.co/home/#freebie Free Facebook Brand Group : http://bit.ly/brandpowerhourcommunity Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: <a href='htt
Wed, April 12, 2023
93 ⎸ The Accounting Marketing Machine with Michael King
Send us a text 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: Podcast Editing: https://www.iangilliam.com/sabr-media-llc Descript (affiliate link) <a href='https://www.buzzsprout.com/?referrer_id=17
Wed, April 05, 2023
92 ⎸ [Leadership] Successful CEO strategies
Send us a text Join us for another mini episode on leadership with our Leadership coach, Meriah Ayer, as she takes you inside of the Leadership Blueprint to explore practical strategies you can implement to help you be a successful CEO. In this episode you’ll hear: Tips for shifting your mindset How to embrace growth The importance of taking action The power of consistent positive habits Your keys to success as a CEO Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Sign up here for the Black Friday Updates >>
Wed, March 29, 2023
91 ⎸ Building Friendships as an Entrepreneur with Rita Hallaveld
Send us a text 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: The Art Of Asking by Amanda Palmer Free Inner Circle Assessment - use code AMBITIOUS at checkout! Workshop About our guest: A former social worker and relationship therapist-turned-coach, Rita is passionate about helping other women and entrepreneurs deepen their connections to others. As a mom and entrepreneur with over a decade in the field of mental health counseling, she's seen how critical it is to have a circle of emotionally intimate friends. She has many hobbies and passion projects centered around building strong communities and enjoying the outdoors. Connect with Rita: www.ritahallaveldcoaching.com rita@ritahallaveldcoaching.com Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast<
Wed, March 22, 2023
90 ⎸ [STRATEGY] Getting time back when you're at capacity
Send us a text Our on-air 1-1 strategy sessions are back! Listen in today as I mentor and coach a student of mine through feeling overwhelmed and at capacity while still wanting to grow her business. In this episode you’ll hear: tips for deciding on what to delegate steps to take to create guardrails around your time introducing the waitlist & intake form to filter out prospects Would you like a strategy session? You can book yours here! Or join our Small Group Mentoring calls here. About Ashly Ashly is the founder of Precision Advising and Consulting. She focuses on helping service-based small businesses and family farms understand their finances and how to be current and accurate so they can make sound business and financial decisions. Ashly loves to help others, especially other small business owners. She is passionate about the work and talent of each client and enjoys being her clients’ “go-to” person for all small business accounting, advising, and consulting needs. Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Every
Wed, March 15, 2023
89 ⎸ Leverage Your LinkedIn Marketing Strategy for Effective B2B Growth with Marisa Shadrick
Send us a text In this interview episode, I am chatting with one of my clients, Marisa, about how she’s been leveraging LinkedIn and relationship marketing to book clients and grow her audience. Grab your notebook, because we have lots of actionable tips and advice around LinkedIn! In this episode you’ll hear: How to connect with B2B on LinkedIn What kind of content works well How often to post & engage 5 tips for growing your authority on LinkedIn About our guest: Marisa is a Ray Edwards Certified Copywriter and "You Are the Brand" expert. She's the founder of Copy Connection, an online copywriting program that helps business owners promote like a pro and increase sales. In addition, she is the host of the "Resilient Faith Online" podcast. Connect with Marisa: https://www.linkedin.com/in/marisashadrick/ Download her free resource: https://marisashadrick.ac-page.com/Turn_Knowledge_Into_Online_Revenue Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: https://www.iangilliam.com/sabr-media-llc Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 2
Wed, March 08, 2023
88 ⎸ Creating a Plan for Taking the Leap with Meriah & Serena
Send us a text In this episode, our leadership coach, Meriah, is interviewing ME, Serena, on my full story & journey on getting to where we are today! In this episode you’ll hear: How I got into accounting Tips for managing a sidehustle/studying for the CPA exam Creating a plan to leave your 9-5 and much more! Resources mentioned in this episode: The Bookkeeping Business Accelerator 🎙️ Should you get your CPA license? Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses Join the next free training at ambitiousbookkeeper.com/training
Wed, March 01, 2023
87 ⎸ [Leadership] Your brand is more than a logo
Send us a text Join us for another mini episode on leadership with our Leadership coach, Meriah Ayer, as she takes you inside of the Leadership Blueprint to explore the importance of crafting & defining your mission, vision, and values, while offering actionable tips for establishing each one. In this episode you’ll hear: how to create your mission, vision, and values why they’re so foundational to your firm (even if you don’t plan on building a team!!) what your firm’s most valuable virtue is Resources mentioned in this episode: Core Values to Run Your Business On - Listen for some mission statement examples! [Leadership] Thinker, Doer, or Dreamer - Listen for how you can enhance your dreaming! Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: https://www.iangilliam.com/sabr-media-llc Descript (affiliate link) Buzzsprout (affiliate link) Sign up here for the Black Friday Updates >>
Wed, February 22, 2023
86 ⎸ Pricing traps & diagnostic reviews
Send us a text In this solo episode I tackle two of the most common questions I get asked about: pricing & diagnostic reviews! In this episode you’ll hear: why you shouldn’t fall for the trap of pricing like your competitors why Bench & Pilot are able to charge as low as they do why you should incorporate diagnostic reviews into your proposal process what you’ll need from clients to complete a diagnostic review Resources mentioned in this episode: The Bookkeeping Business Accelerator nail down your pricing strategies learn the complete diagnostic review process in QBO & Xero Connect with Alyssa , the Workflow Queen, to learn about her free diagnostic review! EP 85: Choosing the Right Marketing Strategy with Alyssa Lang Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, February 15, 2023
85 ⎸ Choosing the Right Marketing Strategy with Alyssa Lang
Send us a text 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. Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses Join the next free training at ambitiousbookkeeper.com/training
Wed, February 08, 2023
84 ⎸ Don’t forget about Tangible Property at Year End
Send us a text Everyone is talking about 1099s right now but there’s another tax form you should be aware of as a bookkeeper. I’m going to give you my year end pointers in this episode so you catch many of the things your clients need to handle at year end. Or that you can handle for them, and be the expert they rely on to know these things! In this episode you’ll hear: Business Property Tax 1099s Annual Corporation filings Head to ambitiousbookkeeper.com/store and grab the workshops bundle to get my sales tax and 1099 workshops Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, February 01, 2023
83 ⎸ [Leadership] Thinker, Doer, or Dreamer
Send us a text Join us for the first mini episode on leadership with our Leadership coach, Meriah Ayer as she takes you inside of the Leadership Blueprint to discover whether you are a Thinker, Doer, or Dreamer, and how to strengthen the qualities you need, to be the leader you desire to be. Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com Descript (affiliate link) Buzzsprout (affiliate link) Sign up here for the Black Friday Updates >>
Wed, January 25, 2023
82 ⎸ Elevate Alumni Panel
Send us a text For this episode, I decided to play another panel interview I held with some students from our Elevate Summer Sprint last year. They share what this course truly has to offer! In this episode you’ll hear: some of the roadblocks students struggled with before Elevate what Elevate entails & how it works how Elevate can help you finally get compensated for the services you’re providing Resources mentioned: The Ultimate Guide to Creating a Profitable Bookkeeping Business Elevate Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses Join the next free training at ambitiousbookkeeper.com/training
Wed, January 11, 2023
81 ⎸ My Biggest Mistakes in Business
Send us a text In this solo episode, I’m sharing a couple of my biggest mistakes in business and how I’ve handled them. And if you’re curious about offering higher level services (CFO/advisory) to clients, you’ll definitely want to listen to this one. In this episode you’ll hear: how to handle “bad” investments shifting perspective when making mistakes radical responsibility how not to offer advisory services Programs + resources mentioned: Elevate - Self-paced The Bookkeeping Business Accelerator® James Wedmore (one of my mentors) Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, January 04, 2023
80 ⎸ Alumni Panel: Bahiya & Penny
Send us a text In this episode we are playing a panel interview I held with a couple of Accelerator students from a previous cohort. I thought it would be fun to take a little trip down memory lane as we kick off 2023 to inspire you whether you’re in the dreaming stage of starting your business or you have a full roster and you’re thinking of ways to grow and shift your business to serve you better. I’ll be interviewing Bahiya Thompson and Penny Rose. In this episode you’ll hear: A bit of their journeys Biggest takeaways from BBA Their favorite part of The Bookkeeping Business Accelerator Their advice to anyone thinking of joining BBA We’d like to invite you to join BBA VIP today - we have Live Q&A Calls on the first Wednesday of each month, hot seat calls on the second Wednesday, and coworking sessions on 3rd Wednesday's. Join HERE> Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com Descript (affiliate link) Buzzsprout (affiliate link) Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 20% off Everything >> Use Code APRILFOOLS ⬇️ ⬇️ workflowqueen.com/courses
Wed, December 21, 2022
79 ⎸ Accounting for Cannabis with Simone Cimiluca-Radzins
Send us a text 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: LinkedIn Her podcast: CannabisBusinessMinds.com Instagram: @businesswithsimone and @cannabisbusinessminds Accountants Guide to Working in Cannabis download available here: https://www.cbmnetwork.com/courses/cfb Resources mentioned in this episode: Earmark CPE (You can get CPE for listening to our interview episodes like this one… new episodes being added frequently!) Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: <a
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