Explore every episode of the podcast The Ambitious Bookkeeper Podcast
| Title | Pub. Date | Duration | |
|---|---|---|---|
| 222 ⎸ Hubdoc: Audit-Proof Your Business | 29 Oct 2025 | 00:13:56 | |
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. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 213 | Building a Bookkeeping Business From Scratch | 27 Aug 2025 | 00:39:20 | |
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:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 128 | [STRATEGY] Pricing & Scaling Mindset for Growth with Accala Kessler | 13 Dec 2023 | 00:37:34 | |
Listen in like a fly on the wall for a strategy session with one of my Accelerator students. We dive into:
Resources mentioned in this episode: Connect with Accala: 💼 LinkedIn: https://www.linkedin.com/in/accala-kessler-43bb746/ Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| [MINI] Ep 7 | Sales Tax Automation for E-Commerce | 11 Dec 2023 | 00:11:44 | |
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:
Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 127 | [STRATEGY] Effectively Training & Mentoring Your Bookkeeping Team with Joanne Sharma | 06 Dec 2023 | 00:23:49 | |
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:
Resources mentioned in this episode: Meet Joanne: I became a bookkeeping expert and Quickbooks Proadvisor after my first career as an engineer in the construction industry. While I graduated from Brown University with a bachelor’s degree in Mechanical Engineering I’ve always had a love of business and learning what made a business successful. Years ago, once I discovered my love of helping business owners make sense of their numbers, I went all in and took multiple courses and certifications in bookkeeping and small business finances. 🌐 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
Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa
Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 126 | Which program is right for me? | 29 Nov 2023 | 00:29:24 | |
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:
Resources mentioned in this episode:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| [MINI] Ep 6 ⎸ How to Follow up with a busy lead near Year End | 27 Nov 2023 | 00:03:54 | |
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!
Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 125 ⎸ Borrowed Confidence with David Richter | 22 Nov 2023 | 00:59:55 | |
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:
Resources mentioned in this episode:
About our guest: For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 124 ⎸ Mindfulness Hacks for Accountants with Vimal Bava | 15 Nov 2023 | 00:23:05 | |
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.
About Vimal: For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| [MINI] Ep 5 ⎸ Starting a Bookkeeping Business with no Tax Experience | 13 Nov 2023 | 00:06:20 | |
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
--- Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba
Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 123 ⎸ Are you Ready for Year End? | 08 Nov 2023 | 00:19:17 | |
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:
Resources mentioned in this episode:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 122 ⎸ Mastering your Inner Dialogue for Success and Happiness with Sharon Hefetz | 01 Nov 2023 | 00:51:19 | |
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:
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: Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow 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:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 212 | Q&A How to Get Clients to Respond, Creating Budgets, & Accounting for Startup Expenses | 20 Aug 2025 | 00:36:51 | |
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:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| [MINI] Ep 4 ⎸ When you have questions or corrections for your bookkeeper, where do you communicate those? | 30 Oct 2023 | 00:04:19 | |
In this MINIsode, I answer the question, When you have questions or corrections for your bookkeeper, where do you communicate those? You’ll hear:
Resources mentioned:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper
Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 121 ⎸ Replacing your corporate benefits with Karrisa Martino | 25 Oct 2023 | 00:40:26 | |
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:
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.
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow 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:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 120 ⎸ [STRATEGY] Events, Team Training, & Automations with Becky Hesson | 18 Oct 2023 | 00:42:06 | |
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:
Resources mentioned in this episode:
Meet Becky: Becky started ANJUDI3 because she wanted to show the girls she hosted that they can do whatever they want to do using their positivity! Anja, Julia and Diana will always have a special place in her heart and will always be her special daughters! Becky’s professional background is in the tech industry. She also holds partial ownership as a shareholder of Willamette Valley Vineyards in Oregon. She's LEAD certified in the state of California, has been a member Texas Wine & Grape Growers since 2020, and even sponsored one of their virtual events. In 2023 she joined the Texas Craft Brewers Guild with the goal of learning more about the industry and creating connections with her clients and their passion. Recently, she's become the Membership Coordinator for the new Texas Hill Country Chapter of Women for Winesense. Connect with Becky: Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Connect on Instagram: instagram.com/ambitiousbookkeeper Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| [MINI] Ep 3 | 5 Key Reports | 16 Oct 2023 | 00:02:53 | |
In this MINIsode, I explain 5 key financial reports that you should be delivering your clients! You’ll hear:
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow 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:
Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 119 ⎸ [NICHE] Accounting for Winemakers with Zane Stevens | 11 Oct 2023 | 01:00:06 | |
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:
Resources mentioned in this episode: Meet Zane: Zane Stevens is a Director of Protea Financial. Prior to joining Protea, he was Financial Manager at Syntell, and subsidiaries, in Cape Town, South Africa. Syntell is a leading blue-chip company with revenue in excess of $38m that provides cutting edge technology-based services for Road Safety, Traffic Management and Revenue Collection. Before joining Syntell, Zane was a supervisor at KPMG in Port Elizabeth and Cape Town, South Africa, where he led audit and financial and information technology advisory engagements. Working with a broad host of clients, from owner-managed entities to large listed multinational companies, Zane obtained extensive experience in various sectors including automotive; public sector; food, drink, and consumer products; retail; healthcare and agriculture. Zane is registered as a Chartered Accountant (South Africa) with the South African Institute of Chartered Accountants. He received an Honors Degree in Accounting from Nelson Mandela Metropolitan University, where he also completed his undergraduate degree in Accounting.
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow 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:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 118 ⎸ Mastering SEO with Kristen Corey | 04 Oct 2023 | 00:43:21 | |
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:
Resources mentioned in this episode:
Meet Kristen: After obtaining her Bachelors and Masters in accounting, Kristen went into public accounting where she became an auditor. It wasn’t until she had the opportunity to move abroad that she began marketing for entrepreneurs. She quickly gained experience working with industries including tech, fashion, legal, real estate, and even a high-end chocolate brand. Her experience grew from doing PR, graphic design, inbound marketing, social media management, and website development. Upon returning back from overseas she was hired by an accounting company to work as both an accountant and marketer. She found combining her two favorite industries wasn’t just possible but needed, Kristen decided to start a creative agency dedicated to helping accounting firms.
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow 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:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| [MINI] Ep 2 ⎸ How to Get Bank Statements in a Timely Way | 02 Oct 2023 | 00:03:44 | |
In this MINIsode, I answer the question, How do you get bank statements from your clients in a timely way? You’ll hear:
Resources mentioned in this episode:
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow 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:
Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 117 ⎸ [SYSTEMS] Scrutinize with John Rea | 27 Sep 2023 | 00:41:04 | |
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:
Resources mentioned in this episode:
About John: My name is John. I grew in a small town in north Texas and moved to Austin at 17 with plans to be a rockstar guitar player. It turns out you actually have to practice to be a rockstar, so that fell through. After spending a few years idling about, I decided to get serious and finished my BA in Finance at St. Edward's University.
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 116 ⎸ [SYSTEMS] Jetpack Workflow with David Cristello | 20 Sep 2023 | 00:53:18 | |
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:
Resources mentioned in this episode: About David: David Cristello is a game-changer, ushering new ideas into accounting, a profession that’s been around for thousands of years. He’s an innovator, leading the development of Jetpack Workflow, an award-winning workflow software for accounting and bookkeeping firms. As a non-technical founder, David relied on customer-centric ideas and empathy to help pre-sell and then grow the company from a spare-bedroom idea to being ranked on the Inc. 5000 (#676) within the first four years of operation. He produces and hosts a popular podcast series, “Growing Your Firm,” and is a respected writer of blogs and eBooks, and co authored the best-selling, “Double Your Accounting Firm: Lessons Learned on How Top Firms Grow Faster, Build Stronger Teams, and Increase Profit.” In a focused and impactful way, David is helping others embrace the modernization and changes that are redefining the accounting industry. Connect with David: Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 115 ⎸ [SYSTEMS] Onboarding with Alyssa Lang | 13 Sep 2023 | 00:36:06 | |
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.
Resources mentioned in this episode (some of these are affiliate links): PROGRAMS: SOFTWARE:
OTHER PODCAST EPISODES WITH ALYSSA:
About our guest Alyssa, aka the Workflow Queen, teaches bookkeepers and accountants how to utilize tech and automation to create better workflows, systems and processes. As a result they can run their practices on autopilot, stress less and save time! Follow her on IG @workflowqueen Listen to her podcast: Conquering Workflows & Systems Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper Thank you for your support of our show. If you'd like to leave a review, click HERE. Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 211 ⎸ Now is Always the Best Time to Start | 13 Aug 2025 | 00:22:36 | |
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:
Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 114 ⎸ [SYSTEMS] TaxDome for Bookkeepers with Cabot & Main | 06 Sep 2023 | 00:43:03 | |
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:
Resources mentioned in this episode: About our Guests Katie Toscano & Ashley Meripol are former corporate accountants, turned operations & project managers who found a love for helping the accounting business owner community. After doing their own thing as business owners for a few years in bookkeeping and operations, they decided to partner together to bring their 10+ years each of experience to helping their clients thrive. They were tired of seeing their accounting friends work ridiculous hours, sacrificing time with family, stress & overwhelm just because that’s the way it’s always been. Ashley & Katie have a serious love for all things systems, organization, technology and business, and are passionate about the "anti-hustle" life of working smarter not harder, and taking those Saturdays off. They are excited to launch their new monthly membership, the Tax Tech Collective as a space for business owners to gain access to their signature TaxDome Accelerator course designed to deliver rapid results, equipping accounting pros with actionable steps, time-saving templates, access to a thriving community of like-minded professionals, and specialized training for their admin support team. Connect with Cabot & Main:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| [MINI] Ep 1 ⎸ Marketing as an Introvert | 04 Sep 2023 | 00:05:23 | |
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:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow 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:
| |||
| 113 ⎸ [NICHE] E-commerce with Meryl Johnston | 30 Aug 2023 | 00:54:30 | |
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:
Resources mentioned in this episode:
About our guest: Meryl is a Chartered Accountant and investor. She founded Bean Ninjas in July 2015 with $1,000 following the 7 Day Startup methodology. Now 8 years later the company operates in Australia, the US and UK and has a distributed team of 30 people. She is now focused on her podcast, the Lifestyle Accountant Show, and investing in businesses in the accounting industry. Connect with Meryl Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 112 ⎸ [NICHE] Real Estate Professionals with Kelly Wigington | 23 Aug 2023 | 00:49:06 | |
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:
Resources mentioned in this episode:
About our guest: Kelly is the owner of Summer Dove Bookkeeping, wife of a hobby enthusiast, and Mama to three wild little boys. She lives in the mountains of East Tennessee where she and her family go on lots of adventures. She runs on coffee, Jesus, and sarcasm, and she strives to help everyone around her feel at peace. Connect with Kelly:
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:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 111 ⎸ [NICHE] Property Management with Haley Bonczyk | 16 Aug 2023 | 00:40:50 | |
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:
Resources mentioned in this episode: About our Guest: Haley started her business back in 2017 with the intention of creating a sustainable job that she could continue to do once she had children. Her oldest daughter was born in 2019 and she maintained a business that had no niche, few systems, and a couple of contractors for about a year before she became fed up with the cycle of stress it was causing her. Fast-forward to today, she has focused in on her niche, has two contractors, and is working hard on the business to create repeatable systems and processes. Connect with Haley: Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 110 ⎸ [NICHE] Hospitality with Tyler Otto | 09 Aug 2023 | 00:50:09 | |
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:
Resources mentioned in this episode:
About our Guest: Connect with Tyler:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper Podcast Publishing Tools we use:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 109 ⎸ [NICHE] Travel & Tourism with Kirstin Reeder | 02 Aug 2023 | 01:05:33 | |
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!)
Resources mentioned in this episode:
Kirstin is a Certified Digital Bookkeeper, Enrolled Agents, and Certified Tax Coach. She owns Purple Sapphire Business Solutions, which provides tax planning and preparation services to business owners and bookkeeping services to businesses in the travel and tourism industry. Facebook: @purpletaxes
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 108 ⎸ [NICHE] Anti-Niche with Dan Luthi | 26 Jul 2023 | 00:55:57 | |
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:
Resources mentioned in this episode: About our guest: Dan Luthi is a Partner at Ignite Spot Accounting. For over a decade, he has worked with small businesses throughout the United States to do excellent accounting and make it useful for each business owner’s life and employee. Dan’s current position focuses on our clients’ needs through process development, system management, customer care, and business development. In addition, being a member of Intuit’s Accountant Council, Intuit’s Payroll Council, Gusto’s Partner Accountant Council, a member of Accounting Salon, and Bill.com Accountant Council have allowed him to directly share immediate client needs and feedback with their key providers. Each of these partnerships and several certifications will enable him to fulfill his joy of helping clients bridge the gap between accounting and personal goals. Connect with Dan in LinkedIn >
Podcast Publishing Tools we use:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 107 ⎸ [NICHE] Unlocking the Secrets to Cannabis Bookkeeping with Sean Coggins | 19 Jul 2023 | 00:45:48 | |
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:
Resources mentioned in this episode: About Our Guest: Sean has 10+ years professional experience working in both public and private accounting. During his tenures at both a Top 5 international firm in Baltimore, MD and a regional firm in Annapolis, MD, Sean has provided financial statement audit, review, and compilation services, as well as various forms of financial consulting to clients across many different industries. Sean has focused his efforts within the technology, real estate, and manufacturing/distributing industries. He also has extensive experience assisting businesses with critical issues, including revenue recognition principles, design of internal control systems, and complex financial reporting. Sean has been instrumental in adding value to the clients he serves and enjoys partnering with businesses on each of their unique journeys. Sean currently resides in Severna Park, MD with his wife and two young children. When not working, Sean can be found chasing the children around a playground or enjoying time boating with his family.
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 106 ⎸ [NICHE] Bookkeeping for Female Real Estate Investors with Randy Ballen | 12 Jul 2023 | 00:45:40 | |
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:
Resources mentioned in this episode: About Randy Randy Ballen has been a bookkeeping professional for over 15 years. She opened her original firm, Ballen Bookkeeping, over 5 years ago and in January of 2022 partnered with another bookkeeping firm to create a joint venture of REI Bookkeeping Babes. She also has a real estate investing business and recently started a nonprofit to address housing insecurity in vulnerable populations. She’s really passionate about lifting women up and empowering them to go after their biggest and best dreams. She has a 35 year old son and a wonderful daughter-in-law and lives in sunny Florida. She loves all the Arts, music and dancing most of all. Connect with Randy:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 210 ⎸ My Secret to Managing Time & Prioritizing What Matters | 06 Aug 2025 | 00:28:03 | |
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:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 105 ⎸ [STRATEGY] Turning off the busy-ness | 05 Jul 2023 | 00:59:21 | |
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:
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:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 104 ⎸ [Q&A] Goal-setting & Financial Planning | 28 Jun 2023 | 00:48:09 | |
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!
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: 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:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 103 ⎸ [Q&A] Why DIY E-Commerce is no-go | 21 Jun 2023 | 00:42:47 | |
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:
Resources mentioned in this episode:
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow 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:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 102 ⎸ [Q&A] Simplify Your Clients Onboarding Experience | 14 Jun 2023 | 00:27:14 | |
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:
Resources mentioned in this episode:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 101 ⎸ [Q&A] Keeping it Secure: File sharing for Bookkeepers | 07 Jun 2023 | 00:43:03 | |
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:
Resources mentioned in this episode:
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow 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
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 100 ⎸ [Q&A] Booking Qualified Leads: Intake Process for Bookkeepers | 31 May 2023 | 00:44:16 | |
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:
If you’re interested in using OpenPhone please use my referral link! For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 99 ⎸ Balancing loyalty to clients with loyalty to self | 24 May 2023 | 00:14:14 | |
We want your questions! We’re putting together a special episode for our 100th episode. We’d love for you to submit a question to be answered on air! Record a voicenote and email it to support@ambitiousbookkeeper.com with the subject line: 100th Podcast Loyalty is a good character trait, but it can be detrimental to the health of your business Balancing loyalty to clients with prioritizing yourself and your business can be a challenging task, but it is an essential part of running a successful business So in this episode, I’m jamming on ways to manage this and things to think about Resources mentioned in this episode: Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| [BONUS] Case Study: Misa Bacon - from the very first BBA cohort | 24 May 2023 | 01:16:38 | |
In this episode you’ll hear:
Resources mentioned in this episode:
Misa is your go-to bookkeeping expert and QuickBooks guru. As the founder and CEO of Perfectly Kept Books®, she is on a mission to help women get comfortable with their numbers so they can feel empowered to make better business decisions. Misa knows that bookkeeping can be a real barrier to success, and she is passionate about removing that barrier by making bookkeeping easy and stress-free. Misa believes that everyone deserves to have access to the information and tools they need to thrive in their business no matter where they are in their business journey. If you're looking for a bookkeeper who is passionate about helping women succeed, look no further than Perfectly Kept Books. She lives in Dallas, TX with her creative daughter. When she's not crunching numbers, she enjoys reading, listening to music, watching movies, and spending time with family and friends.
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 98 ⎸ Balancing Client Acquisition with Delivering on Promises | 18 May 2023 | 00:20:33 | |
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:
Resources mentioned in this episode: Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 97 ⎸ From Public Accounting to Firm Owner with Stephen Crandall, CPA | 10 May 2023 | 00:53:35 | |
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
About Stephen:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 209 ⎸ How to stop procrastinating with Robin Emdon | 30 Jul 2025 | 00:59:59 | |
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:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 95 ⎸ [STRATEGY] How to handle Prior Year Cleanup Issues | 26 Apr 2023 | 00:30:15 | |
Listen in to an on-air strategy session with one of my students! In this episode you’ll hear:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect 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:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 94 ⎸ Niche your Brand with Mallika Malhotra | 19 Apr 2023 | 00:42:44 | |
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:
Resources mentioned in this episode:
Meet Mallika: Connect with Mallika:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 93 ⎸ The Accounting Marketing Machine with Michael King | 12 Apr 2023 | 00:45:07 | |
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:
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. Sign up for his 5 Minute Fractional CFO Newsletter: https://www.thecfoaccelerator.com/blog Attend the CFO Accelerator LIVE: https://www.thecfoacceleratorlive.com
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow 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:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||
| 91 ⎸ Building Friendships as an Entrepreneur with Rita Hallaveld | 29 Mar 2023 | 00:44:56 | |
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:
Resources mentioned in this episode:
About our guest: A former social worker and relationship therapist-turned-coach, Rita is passionate about helping other women and entrepreneurs deepen their connections to others. As a mom and entrepreneur with over a decade in the field of mental health counseling, she's seen how critical it is to have a circle of emotionally intimate friends. She has many hobbies and passion projects centered around building strong communities and enjoying the outdoors. Connect with Rita: rita@ritahallaveldcoaching.com Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:
Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Get access to the Dubsado Decoded Private Podcast Series here>> | |||