Explorez tous les épisodes du podcast The Ambitious Bookkeeper Podcast
| Titre | Date | Durée | |
|---|---|---|---|
| 257 [Q&A] How I really feel about AI | 04 Nov 2026 | 00:55:46 | |
some links are affiliate links This live Q&A started with tactical bookkeeping questions and ended with me on my soapbox about AI. We covered capital loans, payroll, pricing, statement of cash flows, and how I balance running two businesses with my family. Then someone asked how I’m using AI in my practice, and I gave the honest answer: Real talk, I hope I don’t get canceled for this one. In this episode you’ll hear:
Resources mentioned in this episode:
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 creators: Become a client at my firm, Of Course Financial https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73f For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Podcast Publishing Tools we use:
AFFILIATE DISCLAIMER We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority. | |||
| 256 | [AMA] Switching Workflow Softwares (Financial Cents vs. Double) | 28 Oct 2026 | 00:10:58 | |
some links are affiliate links If you have between 10 and 20 clients and you’ve been eyeing a new workflow software, hear me out before you hit “start free trial.” In this episode, I answer a question from my Ask Me Anything series: Stephanie is a solo bookkeeper with about 20 clients, trying to decide between staying on Financial Cents or switching to Double. Instead of naming a winner, I turn the question around and walk through how to tell the difference between being stubborn about your software and making a smart business decision. I also share my own shiny object syndrome story (hi, ClickUp) and why I stayed with Asana instead. In this episode you’ll hear:
Resources mentioned in this episode:
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 creators: Become a client at my firm, Of Course Financial >> https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73f For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Podcast Publishing Tools we use:
AFFILIATE DISCLAIMER We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority. | |||
| 255 | Brand New to Advisory? Start Here | 21 Oct 2026 | 00:10:45 | |
some links are affiliate links Advisory doesn’t have to be complicated. In this episode, I’m breaking down the simplest way to start offering advisory services inside your bookkeeping packages. I call it “advisory lite,” and it’s included in every service tier we offer, even the lowest one. If you’ve been wanting to dip your toe into advisory but don’t know where to start, this is your starting point. And if enough of us start doing this, we can change how people see bookkeepers altogether. In this episode you’ll hear:
Resources mentioned in this episode:
For experienced bookkeepers & accountants: Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® Grab my FREE Start your Bookkeeping Biz Checklist Grab my FREE New Client Onboarding Templates For new bookkeepers: Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** For creators: Become a client at my firm, Of Course Financial >> https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73f For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Podcast Publishing Tools we use:
AFFILIATE DISCLAIMER We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority. | |||
| 254 | Trusting Your Team & Stepping into Advisory with Anne Napolitano | 14 Oct 2026 | 00:43:16 | |
You don’t need to add budgeting and forecasting to your menu to start delivering advisory-level value. In this episode, I sit down with Anne Napolitano, a former Hermès controller turned private chef turned owner of a 10-person restaurant-focused accounting firm. We get into the small shifts in your services and your marketing that change how clients see your value, plus how Anne went from doing everything herself to leading a team that has stuck with her for years. Grab a notebook, my friend. This one is packed. In this episode you’ll hear:
Resources mentioned in this episode:
Meet Anne Napolitano Anne Napolitano is the Founder and CEO of Anne Napolitano Consulting Inc., a Strategic Accounting & Advisory Firm. Before launching ANC in 2016, Anne served as Controller for the U.S. operations of Hermès and later worked as a personal chef, giving her a unique perspective that combines high-level finance with hands-on business operations. Today, she leads a team of accountants helping business owners gain clarity around cash flow, profitability, and growth while building a firm that moves beyond compliance and into meaningful advisory. Connect with Anne LinkedIn: https://www.linkedin.com/in/annenapolitano/ Website: https://www.napolitanoaccounting.com/ Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 253 | Q&A: Xero Fresh Start or QBO Migrate, A2X, Gusto Payroll, and More | 07 Oct 2026 | 00:44:59 | |
In this September live Q&A, we covered a lot of ground. We talked about whether to convert a client from QBO to Xero or start fresh, how to realistically land more clients heading into 2026, and how I handle clients who won't send receipts no matter how many times you ask. We also got into Shopify bookkeeping, paying contractors, what to do when a credit union is making your life miserable, and the moment I know it's time to walk away from a client. Plus, I spill the tea on why creating a course is way less passive than running a bookkeeping firm. In this episode you’ll hear:
Resources mentioned in this episode:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 252 ⎸ Bookkeeping is NOT a commodity when done right with Katie Ferro Part 2 | 30 Sep 2026 | 01:06:23 | |
Katie Ferro is back for part two, and we picked up right where we left off with Katie's line that stuck with me all week: if you don't have a stance, it's because you're not in the room enough. The same goes for advisory. You won't feel confident until you put yourself in the room, and you can't get in the room until you build some confidence. So we talked about how to break that cycle. Katie shared three real client emails from the last 10 days that were quietly asking for more, and I shared how I built my own advisory process with a practice client. In this episode you’ll hear:
Resources mentioned in this episode:
Previous Episodes with Katie Part 1 of this conversation with Katie Ferro (https://youtu.be/to3aHJXefPI) 225 ⎸ Recast: Become a Bookkeeper with Katie Ferro (https://www.buzzsprout.com/1774460/episodes/18369393) 44 ⎸ Best Advice from Accounting Course Creators (https://www.buzzsprout.com/1774460/episodes/10445058) Meet Katie Ferro Katie Ferro is a CPA, reformed rule follower, corporate escapee, and mama to three little ones. She built her bookkeeping business to surpass her corporate tax manager salary, working only the hours she used to spend commuting and without giving up her stay-at-home mom crown. Today, Katie runs her bookkeeping business while educating and empowering accountants and aspiring bookkeepers to build businesses that support their lives instead of keeping them from living them. Connect with Katie 🌐 Instagram: https://instagram.com/orderlyaccountingbykatie 🎙️ Katie’s Podcast: https://profitsprosecco.libsyn.com/website 📈 Become a Bookkeeper Program (BABS): https://www.katieferro.com/a/38894/2PQNgtvv 🧾 Life by the Books: https://www.katieferro.com/life Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
#bookkeepingbusiness #ambitious #bookkeeper #accountant #accounting | |||
| 251 ⎸ Bookkeeping is NOT a commodity when done right with Katie Ferro | 23 Sep 2026 | 01:22:02 | |
I've been connected with Katie Ferro since the very beginning of my business. I literally found her on a podcast while I was on maternity leave dreaming about starting a bookkeeping business, and I probably reached out to her like a weirdo on Instagram. We reconnected recently, had a conversation that was way too good to keep to ourselves, and decided to hit record. This one is a true coffee shop conversation between two industry friends who care a whole lot about competence, integrity, and the bookkeepers in this community. We get real about why our industry keeps telling you bookkeeping is a commodity (spoiler: usually to sell you something), why better books are already a form of advisory, what AI fear is actually costing you, and what I'm seeing firsthand inside a community college accounting class right now. Grab your favorite drink and join us. In this episode you’ll hear:
Resources mentioned in this episode:
Previous Episodes with Katie: 225 ⎸ Recast: Become a Bookkeeper with Katie Ferro (https://www.buzzsprout.com/1774460/episodes/18369393) 44 ⎸ Best Advice from Accounting Course Creators (https://www.buzzsprout.com/1774460/episodes/10445058) Meet Katie Ferro Katie Ferro is a CPA, reformed rule follower, corporate escapee, and mama to three little ones. She built her bookkeeping business to surpass her corporate tax manager salary, working only the hours she used to spend commuting and without giving up her stay-at-home mom crown. Today, Katie runs her bookkeeping business while educating and empowering accountants and aspiring bookkeepers to build businesses that support their lives instead of keeping them from living them. Connect with Katie 🌐 Instagram: https://instagram.com/orderlyaccountingbykatie 🎙️ Katie’s Podcast: https://profitsprosecco.libsyn.com/website 📈 Become a Bookkeeper Program: https://www.katieferro.com/a/38894/2PQNgtvv Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
#becomeabookkeeper #bookkeepingbusiness #firmowner #entrepreneur #ambitious #bookkeeper #accountant #accounting | |||
| 250 | X2Uno: The Chrome Extension for Xero with Mark Corum | 16 Sep 2026 | 00:49:39 | |
What if the tool you've been waiting for, the one that finally makes Xero as efficient as QuickBooks with Right Tool, already exists, and it's being built by a former bookkeeper who accidentally fell into coding? In this episode, Serena sits down with Mark Corum, the developer behind X2Uno and Right Tool, to talk about building Chrome extensions for accounting software, the surprising parallels between bookkeeping and programming, and why the tech world's pricing model might be completely backwards. Whether you're a Xero loyalist, a QuickBooks refugee, or just curious about what happens when an accountant teaches themselves to code, then this conversation has something for you. In this episode you’ll hear about:
Resources mentioned in this episode:
Meet Mark Corum I am Mark Corum. I went to college for accounting and decided to make my own bookkeeping company in my Junior year. Realized I like accounting, but I am not an accountant and transitioned out of it and stumbled into programming in late 2019 - vowing never to touch QuickBooks again. 2021 comes around and I am working on a chrome extension for QuickBooks called "MonkBe" that is discovered by Hector Garcia and remade into RightTool. Now that is used by about 50,000 people and I want the additional fun of working on Xero! Connect with Mark LinkedIn: https://www.linkedin.com/in/markcorum/ Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 249 ⎸ [Q&A] Starting a Firm While Employed, Hiring Advice, and Employee Benefits | 08 Sep 2026 | 00:51:57 | |
This round of Live Q&A we got into some really good stuff: how to navigate starting your firm while you're still employed, why book to tax differences are completely normal and not something to lose sleep over, and how I approach the "can I afford to hire" conversation with clients (spoiler: it's rarely just about the numbers). I also pulled back the curtain on my monthly client newsletter, walked through my PTO and benefits setup for a part-time team, and gave a real update on the new version of Elevate that's dripping out in early September. Grab a notebook and your favorite drink and let's go. In this episode you’ll hear:
Resources mentioned in this episode:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 248 | How to Be a Collaborative Professional with Emily Bowie | 02 Sep 2026 | 00:35:41 | |
I got to reconnect with Emily Bowie, a partner at Thorne Advisors, and someone I actually met years ago in a tiny mastermind back when she was doing something completely different in her business. We talked about what actually makes a partnership work (and what makes it collapse), why staying in your lane protects your reputation, how bookkeepers can collaborate with tax pros instead of competing with them, and why quality standards matter so much in an industry where anybody can hang a shingle. We also went deep on personal finance, debt, and the soft skills that separate a good advisor from a great one. In this episode you’ll hear:
Resources mentioned in this episode:
Meet Emily Emily Bowie is a Cash Flow Strategist with 15+ years of experience, including her time as an audit manager in Big Four accounting. She’s known for bringing calm, clarity, and structure to financial conversations that often feel stressful or avoided. Outside of Thorne Advisors, Emily leads her church’s financial ministry, is a mom to three young kids, and enjoys a good DIY project almost as much as a well-organized set of financials. Co-led by founder Andrea Mason and CFO Emily Bowie, both CPAs, Thorne Advisors helps women protect what they earn while building sustainable wealth that actually supports their lives. They deliver a true 360-degree view of finances, spotlighting cash leaks, tightening income strategy, and creating tax plans that align with real goals, not just compliance checklists. Connect with Emily 📱 Instagram: https://www.instagram.com/thorneadvisors/ 🌐 Website: https://www.emilyvbowie.com/ Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
#businesspartnership #advisoryfirm #personalfinance #debt #bookkeepingbusiness #ambitious #bookkeeper #accountant #accounting | |||
| 247 | Tax + Bookkeeping; Should You Do Both? With Nick Cobos | 26 Aug 2026 | 00:47:47 | |
If you have ever had that passing thought of "should I add tax to my bookkeeping firm?" this is the episode you need to hear before you make a move. In this one, I'm sitting down with Nick Cobos of Saga Accounting Solutions. Nick has built a five-person firm that does both tax and bookkeeping. We get into the real pros and cons of running both under one roof, and I share why I went down this exact rabbit hole myself and decided against it. This is a practitioner-to-practitioner conversation from start to finish, and I loved every minute of it. In this episode you’ll hear:
Resources mentioned in this episode:
Meet Nick Nick graduated from the United States Military Academy at West Point in 2019 and spent 5 years as an Army Officer. After graduating the US Army Ranger School Nick held assignments as an Infantry Platoon Leader and Company Executive Officer with the 11th Airborne Division and later served as an Army ROTC instructor at the University of Texas at San Antonio (UTSA). After transitioning out of the Army, Nick earned his Enrolled Agent credential and jumped into the world of accounting. He now enjoys advising clients and helping them grow their businesses while saving on taxes. When he's not working, Nick enjoys hunting, fishing, playing (admittedly terrible) golf, and spending quality time with his wife, Lisa, their three children, Lucy, Nathan, and Matthew, and their dog, Molly. Connect with Nick Linkedin: https://www.linkedin.com/in/nickcobos/ Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 246 | Q&A - Transitioning to Advisory, Xero Integrations Disengaging with Clients, and More | 19 Aug 2026 | 00:36:56 | |
We're back from summer break with a live Q&A with SO much good stuff in this one. This was one of those episodes where the questions kept getting better and better, and I got to go deep on the things that trip us all up: running an advisory firm, getting your pricing right, Xero integrations, closing out clients the right way, and knowing when to make your first hire. If you've ever felt awkward quoting a higher fee or weren't sure how to structure your revenue side when a client's processor data lives inside their CRM, this one's for you. And if advisory is even a tiny blip on your radar, I've got a free audio series you're going to want to grab before it disappears. In this episode you’ll hear:
Resources mentioned in this episode:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 245 | Starting Your Firm from Scratch with Jaime Rodriguez | 12 Aug 2026 | 00:34:36 | |
This episode hit close to home for me because Jaime Rodriguez and I are basically living the same double life, and I loved getting to compare notes. Jaime is the CEO of Bookkeepers.com (you probably know them as Bookkeeper Launch), and his story is wild. He went to school for accounting chasing that "safe job" American dream, hated the corporate grind so much he Googled how to start a bookkeeping business, bought the very course he now owns, and burned the boats to go all in. Fast forward through a few years of coaching, re-recording lessons, and becoming the face of the brand, and in 2025 he actually bought the company. In this episode you’ll hear:
Resources mentioned in this episode:
Meet Jaime Jaime Rodriguez is the owner and CEO of Bookkeepers.com, but his journey started as a student looking for a better path. After building his own successful bookkeeping business, he went on to acquire the company that first taught him the skill. Today, he helps entrepreneurs realize they’re capable of more than they think; not just financially, but in how they live and work. He’s the author of Beyond the Numbers and You’re Not for Everyone (That’s the Point), both focused on building a business that actually fulfills you. Connect with Jaime 📺 YouTube: https://www.youtube.com/@bookkeepersdotcom 👥 Facebook: https://www.facebook.com/jaimethebookkeeper Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 244 ⎸ The Summer Slump + Podcast Update | 05 Aug 2026 | 00:11:34 | |
Real talk: if your summer felt slow and you were low-key stressing about it, this episode is for you. This week's a short and sweet solo update where I walk you through what's coming up on the podcast over the next month, plus a little pep talk about the summer slump so many of us hit as bookkeepers. Slow season is normal, my friend, and it doesn't mean anything is wrong with your business. I'm sharing exactly what I do to keep moving the needle when discovery calls dry up, and how to set yourself up so next summer doesn't catch you off guard. In this episode you’ll hear:
Resources mentioned in this episode: Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 243 | The Advisor Activation Series | 29 Jul 2026 | 00:08:45 | |
In this episode you’ll hear:
Resources mentioned in this episode:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 242 ⎸ 2026 Survey Results Breakdown w/ Alyssa Lang | 01 Jul 2026 | 00:54:24 | |
Alyssa and I are back, and this time we actually hit record (lesson learned from last year, ha). We just closed year two of the State of the Virtual Bookkeeping and Accounting Industry survey, and we sat down to dig into the data together in real time. This isn't a polished, buttoned-up report read. This is the two of us cross-referencing the numbers live, reacting to what surprised us, and pulling out the patterns that actually matter for your firm. We get into the real differences between solo operators and firms with six-plus team members, where the money actually lands, how much owners are really working, and the truth about AI that nobody wants to say out loud. Real talk, some of these numbers gave me pause, and a few of them are going to challenge what you think is possible in your own business. Grab the free PDF report and follow along. In this episode you’ll hear:
Resources mentioned in this episode:
Connect with Alyssa 🌐 Website: https://www.workflowqueen.com 📱 IG: https://www.instagram.com/workflowqueen Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 241 ⎸ The State of Virtual Bookkeeping Industry with Alyssa | 01 Jun 2026 | 00:56:32 | |
I'm joined in person by my biz bestie Alyssa Lang of Workflow Queen, and we are SO pumped to talk about the return of the Virtual Bookkeeper Industry Survey round two, baby! We're going bigger, better, and more intentional this time around, with a goal of 2,500 responses, a charity donation tied to Make-A-Wish Foundation, and a brand new interactive data bot that lets you dig into the results yourself. Oh, and we may have gone down a rabbit hole or two about AI, pricing, and what it actually means for running a boutique firm. You're welcome. In this episode you’ll hear:
Resources mentioned in this episode:
Connect with Alyssa 🌐 Website: workflowqueen.com 📱 IG: @workflowqueen 🎙️ Podcast: Conquering Workflows & Systems with the Workflow Queen Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 240 | [Q&A] 1st Thing to Automate, Building Rapport with Clients, & Intuit vs Gusto Payroll | 20 May 2026 | 00:37:34 | |
This episode is a replay of my April 2026 live Q&A, and we cover a ton of ground that I know so many of you are dealing with right now. Whether you're just starting out and trying to figure out where to even begin with automation, or you're in the thick of building a team and wondering why delegating feels harder than just doing it yourself, this one's for you. We also get into some juicy topics like QBO Payroll versus Gusto, how to handle S-Corp clients who are flying under the radar on reasonable salary, and what to do when a competitor is trying to tank your reputation online. In this episode you’ll hear:
Resources mentioned in this episode:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 239 ⎸ How to Serve Real Estate Investor Clients & Market Your Bookkeeping Business as an Introvert with Max Emory | 06 May 2026 | 00:58:45 | |
This episode is a behind-the-scenes conversation with Max Emory. We get into the nitty gritty of what it actually takes to serve REI clients, how he built his team, the new community he's launching for bookkeepers who want to level up their marketing and sales game, and how he manages it all with two boys under two at home. In this episode you’ll hear:
Resources mentioned in this episode:
Meet Max Emory Max Emory is the founder of Time Capital Bookkeeping and Time Capital University, a bookkeeper-turned-real-estate-expert who went from Marine Corps officer and mechanical engineer to building a thriving virtual bookkeeping firm that specializes in real estate investors and he has two boys under two at home! Connect with Max Emory
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| Announcement: Closing Elevate | 05 May 2026 | 00:05:47 | |
Get all the info and join before Midnight Pacific Time on May 9, 2026: https://www.ambitiousbookkeeper.com/elevate/?coupon_code=REVAMP | |||
| 238 ⎸ Transforming the Accounting Landscape: A Conversation with Joe Woodard | 29 Apr 2026 | 00:35:14 | |
In today’s episode, I’m sitting down with Joe Woodard—founder of Scaling New Heights—and we’re diving into what’s really happening in the accounting industry right now. We talk about:
Resources mentioned in this episode:
Meet Joe Woodard Joe Woodard is the CEO of Woodard®, a company that empowers accountants and business advisors through education, coaching, resources, and consulting services, with a particular focus on Client Advisory Services (CAS). Woodard equips professionals to modernize their practices, optimize accounting software, and expand their reach. Joe has trained over 150,000 professionals, is a published author, and hosts the Scaling New Heights® conference. He has been recognized by Accounting Today as one of the Top 100 Most Influential People in accounting since 2014. Joe also publishes The Woodard Report™, which reaches over 100,000 readers annually. Connect with Joe Woodard 🌐 Website: https://www.woodard.com 👥 Linkedin: https://www.linkedin.com/in/realjoewoodard/ Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you 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:
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| 237 ⎸ [Q&A] Inbox Management, Tech Stack, and Practice Management Tips | 22 Apr 2026 | 00:38:08 | |
some links are affiliate links In this episode, I'm sharing our March live Q&A where I answered rapid-fire questions about running a bookkeeping firm. If you've ever wondered how to manage a shared team inbox without micromanaging, what to do with merchant clearing account balances at year end, or how to navigate a CPA non-compete, this one's for you. In this episode you’ll hear:
Resources mentioned in this episode: For experienced bookkeepers & accountants: Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >> Grab my FREE Start your Bookkeeping Biz Checklist >> Grab my FREE New Client Onboarding Templates >> For new bookkeepers: Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** >> For creators: Become a client at my firm, Of Course Financial >> https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73f For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Podcast Publishing Tools we use:
AFFILIATE DISCLAIMER We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority. | |||
| 236 | Take back your time with Dubsado 3.0 | 15 Apr 2026 | 00:03:27 | |
Stop letting your calendar run your life! In this episode, Serena dives into the brand-new Dubsado 3.0 (Beta) to show you how to protect your time and professionalize your client onboarding. Whether you’re a bookkeeper, accountant, or small business owner, learning how to automate the "back-and-forth" of scheduling is the fastest way to reclaim your sanity. In this episode, you’ll learn:
Resources Mentioned:
*Affiliate link | |||
| 235 ⎸ Why I only use Xero | 08 Apr 2026 | 00:28:11 | |
I've been getting this question for years, and since I'm now on YouTube and Xero keeps rolling out new features, it was time to give this topic a serious refresh. In this episode, I'm breaking down all the reasons why I am a hundred percent Xero firm and why I genuinely love this software. This is not sponsored (but yes, please use my affiliate link!). I'm just a bookkeeper who has seen what a mess the alternative can create, and I want you to understand what you could have instead. In this episode you’ll hear:
Resources mentioned in this episode:
Videos linked in this episode:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 234 | April Podcast Update | 01 Apr 2026 | 00:04:03 | |
This is a podcast update & what to expect here on the podcast for the month of April! Check out this week’s YouTube Video >>
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
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| 233 ⎸ No More Arbitrary Price Increases [vlog] | 25 Mar 2026 | 00:15:29 | |
This one is a little different. One day in February I decided to vlog my day.. a sort of behind the scenes of my day. I wasn’t sure what I was going to use this footage for. And then… I was inspired a couple weeks ago (by the time this comes out) to write another BTS Newsletter. The two are **completely unrelated in topics—** combining the voice over of my Newsletter (unfiltered thoughts combined with a little education + provoking thoughts) with my random vlogging day. I hope you enjoy… make sure you watch it on YouTube for the full effect. In this episode you’ll hear:
WATCH ON YOUTUBE FOR THE FULL EXPERIENCE → subscribe while you’re there. Subscribe to the Newsletter. I don’t sell in them. They are my own personal thoughts and musings as I build & grow my businesses. There will be typos. Half the time, I write them from my phone. Right when inspiration hits. Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 232 | Using AI in Bookkeeping | 18 Mar 2026 | 00:21:22 | |
AI is changing the bookkeeping game, but it's not replacing us anytime soon. In this episode, I'm pulling back the curtain on Xero's built-in AI feature, JAX (Just Ask Xero), and walking you through exactly how we're testing it inside our own firm before rolling it out to clients. From auto bank reconciliation to creating invoices via conversation, there are some genuinely cool time-saving features here, but there's still a lot you need to be doing yourself. In this episode you’ll hear:
Resources mentioned in this episode:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 231 | I’ve got a surprise! | 11 Mar 2026 | 00:38:55 | |
I have a big announcement to share and I've been so excited to finally let the cat out of the bag! Erin Pohan, one of our OG community members and founder of UpKeeping®, is joining me as co-coach for this upcoming cohort of the Bookkeeping Business Accelerator. I wanted to bring Erin on because she's lived this journey. She started from scratch just like you, built her firm to 50 clients and a team of three, and she did it using the BBA framework. This episode is a real, honest conversation about what it actually takes to build a bookkeeping business, how AI is changing our industry (but not in the way you might fear), and what's in store for this cohort. In this episode you’ll hear:
Resources mentioned in this episode:
Meet Erin As Founder of UpKeeping® and a proud student in The Ambitious Bookkeeper community, Erin is changing the old & boring stereotypes of the accounting industry. Erin and her team support new entrepreneurs and already-established small business owners by being their #1 financial cheerleader/concierge/communicator. When she’s not trying to make accounting more “fun”, Erin loves traveling the world with her family, playing the violin, and convincing accounting students & professionals that owning an accounting firm is the American dream. Connect with Erin 👥 Linkedin: https://www.linkedin.com/in/erinpohan/ 📱 Instagram: @upkeeping.co Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 230 | [Q&A] AI Tools, Pricing, and Onboarding | 04 Mar 2026 | 00:34:32 | |
From AI tools and scope creep to finding your first clients and onboarding systems, whether you're just dreaming about starting a bookkeeping business or you're a few years in, there's something in here for you. In this episode you’ll hear:
Resources mentioned in this episode:
Affiliate Links
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 228 | [Q&A] Partnerships, Profit First, and Complex Client Situations | 11 Feb 2026 | 00:35:43 | |
Welcome back to our monthly live Q&A! We took a little break, but we're back and ready to tackle all your burning questions about building your bookkeeping business. Whether you're just getting started or scaling your firm, this episode is packed with real talk and practical advice. In this episode you’ll hear:
Resources mentioned in this episode:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 227 | Increasing Your Sales with Hunter Rademacher | 28 Jan 2026 | 00:50:52 | |
In this episode, Serena interviews Hunter Rademaker and they talk about Hunter’s expertise on sales in accounting, emphasizing client qualification, communication, advisory roles, and strategic hiring for growth. In this episode you’ll hear:
Resources mentioned in this episode:
Meet Hunter Rademacher My name is Hunter Rademacher, and I work in sales at CSI Accounting & Payroll. I spend my days speaking directly with small business owners — from one-person operations to companies with 100 employees — helping them navigate bookkeeping, payroll, cleanup work, and ongoing accounting support. Because I’m on the front lines of these conversations, I get a clear view into why small businesses choose a bookkeeper, why they leave one, and what they actually want from an accounting partner. I’ve learned where trust breaks down in the sales process and how bookkeeping firms can position their services more confidently and profitably. Connect with Hunter LinkedIn: https://www.linkedin.com/in/hunter-rademacher/ Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 226 | Need to know OBBBA highlights for Bookkeepers Adrian Lopez | 14 Jan 2026 | 00:57:59 | |
The 'One Big Beautiful Bill' introduces significant tax changes for 1099s, depreciation, and employer credits, emphasizing meticulous bookkeeping for compliance and savings. Listen in to the conversation with Adrian & Serena as they unpack the need-to-know highlights for bookkeepers and how you can stand out in the industry by making a few small changes to your processes. In this episode you’ll hear:
Resources mentioned in this episode:
Meet Adrian I’m Adrian Lopez, a Certified Public Accountant (CPA) and former IRS Revenue Agent. During my tenure as a Revenue Agent in the IRS Small Business / Self-Employed Division, I audited self-employed and small business taxpayers like restaurants, construction contractors, real estate agents & brokers, wealth managers, tax preparers, and farmers. Now, I help individuals, families, small businesses, and non-profits thrive by providing quality tax return preparation, tax planning & advisory, bookkeeping & accounting, and tax representation. Connect with Adrian Website: https://anlcpa.com/ Linkedin: https://www.linkedin.com/in/adrianl1996/ Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 225 ⎸ Recast: Become a Bookkeeper with Katie Ferro | 17 Dec 2025 | 01:09:40 | |
Before we close things down for the holidays, I decided to bring back one of my favorite interviews from the vault. In 2021 during one of our Bookkeeping Biz Workshop rounds, I brought Katie on to chat about a program she had just created—which is still going strong today—in fact, has been revamped and redesiged since she created it, and I want to make sure you all know about it. But more so than that, I wanted to bring this conversation back to you in case you’re planning for the new year. This will give you some things to consider, especially if you’re balancing motherhood with building your business, or dreaming of starting your business in 2026. In this episode you’ll hear:
Resources mentioned in this episode: Connect with Katie: : instagram.com/orderlyaccountingbykatie Listen to Katie’s Podcast: Profits & Prosecco Sign up for Become A Bookkeeper Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 224 | Using Human-First AI for Visibility with Kelly Sinclair | 10 Dec 2025 | 00:42:48 | |
I had the best conversation with Kelly Sinclair about something that's been on my mind (and probably yours too): how to actually use AI without losing the human connection that makes your business YOU. We dive deep into why social media might not be the lead generator you think it is, how to build visibility strategies that don't rely on the algorithm, and how AI can actually help you show up MORE human, not less. In this episode you’ll hear:
Resources mentioned in this episode:
Meet Kelly Kelly Sinclair is a visibility strategist, AI-powered marketing expert, and host of Entrepreneur School. An accidental tech nerd and professional mom taxi, she helps entrepreneurs ditch random acts of marketing, build visibility habits that actually work, and grow through intentional visibility—not by selling their soul to social media. Connect with Kelly Podcast: https://entrepreneurschool.ca/podcast/ Instagram: https://www.instagram.com/ksco_kelly/ Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 223 | Using AI Securely + to Land Clients with Kelsey Silver | 03 Dec 2025 | 00:38:00 | |
In this episode, I'm chatting with my friend Kelsey Silver about something so many of you have been asking about - how the heck are we supposed to use AI without compromising our clients' security? Kelsey has a super unique background and she breaks down exactly what we need to look for when evaluating AI tools for our firms. Plus, she shares about her AI app Foresight HQ that helps you identify your hottest leads in your Instagram DMs - no more chasing people who just wanted the freebie! In this episode you’ll hear:
Resources mentioned in this episode:
Meet Kelsey Kelsey Silver is a data and AI strategist and the founder of ForesightHQ, an AI-powered DM lead tracker designed for business owners who want to follow up in their DMs without feeling like a sales robot. With a background in psychology, 10+ years in corporate analytics, and a deep love for systems that actually fit your life, Kelsey helps entrepreneurs find the hidden gold in their data so they can sell smarter and with more integrity. When she’s not decoding buyer signals or mapping launch strategies, you can find her at a Ren Faire with her daughter or decompression from reading spreadsheets all day with a bag of Oreos and an oat milk chai latte. Connect with Kelsey Instagram: @kelseyesilver Website: https://kelseysilver.com/ Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 222 ⎸ Hubdoc: Audit-Proof Your Business | 29 Oct 2025 | 00:12:58 | |
This episode is best watched on YouTube > In this episode, I'm walking you through one of my absolute favorite tools for keeping your business audit-proof: Hubdoc. I'll show you exactly how we use it at Of Course Financial to help our clients manage their supporting business documents digitally, save hundreds of hours every year, and stay compliant with IRS requirements. Plus, I've got some exciting announcements about upcoming Xero tutorials, the Bookkeeping Biz Workshops re-airing, and our Black Friday sale! In this episode you’ll hear:
Resources mentioned in this episode: For experienced bookkeepers & accountants: Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >> Grab my FREE Start your Bookkeeping Biz Checklist >> Grab my FREE New Client Onboarding Templates >> For new bookkeepers: Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** >> For creators: Become a client at my firm, Of Course Financial >> For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Podcast Publishing Tools we use:
AFFILIATE DISCLAIMER We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority. | |||
| 221 ⎸ [Q&A] Pricing Cleanups, Marketing, and Cyber Insurance | 22 Oct 2025 | 00:50:06 | |
Hey guys! This month's live Q&A was packed with real talk about the nitty-gritty of running a bookkeeping business. We covered everything from pricing cleanups (spoiler: diagnostics are your best friend) to getting cyber insurance (yes, it's non-negotiable), and I even got vulnerable about my experience juggling babies and business. If you've ever wondered how to market to trades, what reports clients actually need, or how to take maternity leave as a business owner, this episode is for you! In this episode you’ll hear:
Resources mentioned in this episode:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 220 | I worked 45 hours in August; and it’s not on what you think | 15 Oct 2025 | 00:09:27 | |
some links are affiliate links Want to see my weekly timesheets? Follow me on Threads: https://www.threads.net/@ambitiousbookkeeper No one talks enough about the amount of time that goes into an online course business. So I’m talking about it today. In this episode you’ll hear:
Resources mentioned in this episode:
For experienced bookkeepers & accountants: Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >> Grab my FREE Start your Bookkeeping Biz Checklist >> Grab my FREE New Client Onboarding Templates >> For new bookkeepers: Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** >> For creators: Become a client at my firm, Of Course Financial >> For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Podcast Publishing Tools we use:
AFFILIATE DISCLAIMER We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority. | |||
| 219 | Top Scams Happening to Bookkeepers in 2025 with Jock Wols | 08 Oct 2025 | 00:54:00 | |
Cyber scams targeting bookkeepers are getting more sophisticated, and I'm sitting down with insurance expert Jock Wols to talk about what's happening in our industry right now. I even share my own recent experience being targeted through the Gusto partner directory—twice in one day! If you think it won't happen to you, think again. This conversation is packed with real stories, practical tips, and the insurance knowledge you need to protect your business in 2025. In this episode you’ll hear:
Resources mentioned in this episode:
watch the video version on YouTube >> Meet Jock Wols Jock is the Founder and CEO of RiskDesk, an insurance broker and technology company based out of Lexington, Kentucky. In partnership with Nationwide, he established the PT Pro platform (https://www.ptprocover.com) to serve small business’ insurance needs. He has almost 20 years of experience to help professionals manage their risk by delivering market-leading E&O / Professional Liability and Cyber Liability insurance solutions. Before he established RiskDesk in 2017, Jock managed the professional liability portfolio at XL Catlin and was based in London, New York and Lexington. He graduated from Washington & Lee University with a BSc in 2004 and obtained his MBA from New York University in 2013. Connect with Jock Reach out directly to Jock at jock.wols@myriskdesk.com or (859) 327-5594. Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 218 | Ready to *Actually* Learn QBO? With Margie Remmers-Davis | 01 Oct 2025 | 00:49:38 | |
In this episode, I sat down with Margie Remmers-Davis, founder and CEO of Akadian Accounting Education, to talk about what it really takes to learn QuickBooks Online. If you've ever felt like the ProAdvisor certification didn't actually prepare you to do bookkeeping work, this conversation is for you. Margie shares her incredible journey from stay-at-home mom to bookkeeping educator, and we dive deep into how she's revolutionizing the way people learn QBO and bookkeeping. In this episode you’ll hear:
Resources mentioned in this episode:
Meet Margie Pressure is the only way to form diamonds. Margie Remmers-Davis, known as the Aha Queen of Accounting Education, is transforming what many consider a dry, boring subject into something practical, hands-on, engaging, and fun! After an unexpected divorce forced her to start over, she uncovered major gaps in accounting education while rebuilding her career through bookkeeping. Drawing on her background in software training, she founded Akadian Accounting Education, which has since empowered over 20,000 bookkeepers with the confidence, clarity, and skills to thrive. In recognition of its rapid growth and impact, Akadian was named to the prestigious Inc. 5000 list of America’s fastest-growing companies. Connect with Margie 👥 Linkedin: https://www.linkedin.com/in/margie-remmers/ 📺 YouTube: https://www.youtube.com/@akadianeducation Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 217 ⎸ What You *Actually* Need to Start Your Bookkeeping Business | 24 Sep 2025 | 00:21:52 | |
Hey there! In this episode, I'm breaking down exactly what you actually need to start your bookkeeping business - no fluff, just the tactical stuff that matters. As someone who accidentally started my bookkeeping business as a side hustle to motherhood and now mentors other bookkeepers, I'm sharing the five non-negotiables that will set you up for success from day one. In this episode you’ll hear:
Resources mentioned in this episode:
For experienced bookkeepers & accountants: Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >> Grab my FREE Start your Bookkeeping Biz Checklist >> Grab my FREE New Client Onboarding Templates >> For new bookkeepers: Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper >> For online course creators: Become a client at my firm, Of Course Financial >> For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Podcast Publishing Tools we use:
AFFILIATE DISCLAIMER We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority. | |||
| 216 | Why You Might be Feeling Exhausted with Dariella Gonitzke | 17 Sep 2025 | 00:38:26 | |
In this episode, I'm sharing my personal journey through toxic mold exposure and the health challenges that nearly broke me as a mom and business owner. I'm joined by my nutritionist Dariella Gonitzke, who I met at BBD Live when I was at my lowest point. We dive deep into how stress, environmental factors, and hormonal changes can completely derail your health - and what you can actually do about it. In this episode you’ll hear:
Resources mentioned in this episode:
Meet Dariella Dariella Gonitzke is a registered dietitian and functional medicine practitioner dedicated to helping women overcome persistent health issues—like hormonal imbalances, digestive troubles, and stubborn weight gain—through personalized, holistic care. Drawing on her own healing journey with hormonal imbalances and migraines, she offers science-backed nutrition plans, advanced lab testing, and lifestyle support to uncover the root causes of symptoms and restore vitality. With a compassionate, “test‑not‑guess” approach, Dariella guides clients toward sustainable transformation—so they can feel energized, balanced, and fully themselves again Connect with Dariella 📱 Instagram: https://www.instagram.com/nutrition.for.perimenopause/ Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 215 | Is it time to migrate your clients to Xero? | 09 Sep 2025 | 00:25:56 | |
Is it time to move your clients to Xero? Let’s talk about some considerations, before you embark on this path In this episode you’ll hear:
Resources mentioned in this episode:
—For experienced bookkeepers & accountants— Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >> Grab my FREE Start your Bookkeeping Biz Checklist >> Grab my FREE New Client Onboarding Templates >> —For new bookkeepers— Learn the fundamental accounting skills with Xero in Katie Ferro's Become a Bookkeeper >> —For online course creators— Become a client at my firm, Of Course Financial >> For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Podcast Publishing Tools we use:
AFFILIATE DISCLAIMER We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links on our blog. However, our recommendations are based on our own research and expertise, and your trust is our priority. | |||
| 214 ⎸ Entrepreneurship Isn’t Hard | 03 Sep 2025 | 00:14:33 | |
Hey ambitious bookkeepers! In this week's audio-only episode, I'm getting real about a bold statement: entrepreneurship isn't hard. I know, I know - you're probably thinking I've lost it, right? But hear me out. This episode dives into how our mindset and the people we surround ourselves with can completely shift our experience as business owners. In this episode you’ll hear:
Resources mentioned in this episode: Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 213 | Building a Bookkeeping Business From Scratch | 27 Aug 2025 | 00:37:07 | |
Today I'm re-airing one of my favorite spotlight episodes featuring two incredible BBA students - Erin and Misa. These ladies built thriving bookkeeping businesses from absolutely nothing, and I'm sharing their real, raw stories plus giving you an update on where they are now (spoiler alert: they're both crushing it!). If you've been wondering whether you can actually make this work while juggling life, work, and family, this episode is going to give you all the inspiration you need. In this episode you’ll hear:
Resources mentioned in this episode:
Meet Erin As Founder of UpKeeping® and a proud student in The Ambitious Bookkeeper community, Erin is changing the old & boring stereotypes of the accounting industry. Erin and her team support new entrepreneurs and already-established small business owners by being their #1 financial cheerleader/concierge/communicator. Connect with Erin 👥 Linkedin: https://www.linkedin.com/in/erinpohan/ Meet Misa As the founder and CEO of Perfectly Kept Books®, she is on a mission to help women get comfortable with their numbers so they can feel empowered to make better business decisions. Misa knows that bookkeeping can be a real barrier to success, and she is passionate about removing that barrier by making bookkeeping easy and stress-free. Connect with Misa 🌐 Website: www.perfectlykeptbooks.com 📱 Instagram: @perfectlykeptbooks Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 212 | Q&A How to Get Clients to Respond, Creating Budgets, & Accounting for Startup Expenses | 20 Aug 2025 | 00:34:38 | |
Hey everyone! This month's live Q&A was packed with so many golden nuggets for your bookkeeping business. We covered everything from client management to getting started with confidence - basically all the real stuff you're dealing with day-to-day. In this episode you’ll hear:
Resources mentioned in this episode:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 211 ⎸ Now is Always the Best Time to Start | 13 Aug 2025 | 00:21:38 | |
Hey ambitious bookkeepers! In this episode, I'm getting real about my "accidental" start in accounting and why NOW is always the best time to start your bookkeeping business. I'm sharing my journey from elementary education major to single mom working at a health food co-op, all the way to building my own virtual bookkeeping firm while raising kids. Spoiler alert: success doesn't require a perfect plan! In this episode you’ll hear:
Resources mentioned in this episode:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 210 ⎸ My Secret to Managing Time & Prioritizing What Matters | 06 Aug 2025 | 00:25:50 | |
In this episode, I'm sharing one of my most game-changing strategies - my Sunday evening planning ritual. If you're feeling overwhelmed juggling kids, home life, and building your business, this 15-20 minute weekly practice will help you take back control of your time and align your week with what truly matters. In this episode you’ll hear:
Resources mentioned in this episode:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 209 ⎸ How to stop procrastinating with Robin Emdon | 30 Jul 2025 | 00:57:46 | |
In this episode, I had an incredibly insightful conversation with Robin J. Emdon, author of "GetResultsology - The Science of Getting Stuff Done" and a productivity coach who specializes in helping people overcome procrastination. In this conversation Robin dives deep into the psychology behind why we procrastinate and provides concrete strategies to break free from it. In this episode you’ll hear:
Resources mentioned in this episode:
Meet Robin Robin J. Emdon is an accountability coach and creator of the GetResultsology® System. His journey started in his family’s retail business, but he soon realised his true passion was empowering others. In 2001, he trained as a life coach in the U.S., which led him to specialise in accountability coaching. During the 2020 pandemic, Robin faced his own challenge with procrastination despite years of coaching experience. Determined to find a solution, he developed the GetResultsology® System to help others and himself. Based in South Devon, England, Robin helps clients all over the world boost their income and profits by achieving extraordinary results through accountability coaching. In his spare time, he enjoys sharing his passion for local history. Connect with Robin 🌐 Main Website: getresultsology.com 💼 Linkedin: https://www.linkedin.com/in/robinjemdon/ 📱 Instagram: @robinjemdon https://www.instagram.com/robinjemdon/ 🎙️ Goalbusters Podcast: https://getresultsology.com/podcast/ Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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| 208 ⎸ Social Media Marketing in 2025 with Grace Costa, The Social Accountant | 23 Jul 2025 | 00:42:46 | |
In this episode, Serena sits with Grace Costa, founder of Social Mixed Media and the Social Accountant, to dive deep into what's working in social media marketing right now. Grace shares her journey from accountant to marketing agency owner and gives us the real scoop on how AI is changing the game for bookkeepers and accountants trying to land clients online.
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
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