The Ambitious Bookkeeper Podcast – Details, episodes & analysis

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The Ambitious Bookkeeper Podcast

Serena Shoup, CPA

Business

Education

Frequency: 1 episode/8d. Total Eps: 252

The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners.

We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us:

Website: https://www.ambitiousbookkeeper.com

BBA: https://www.ambitiousbookkeeper.com/bba
Facebook: https://www.facebook.com/serenashoupcpa
LinkedIn: https://linkedin.com/in/serenashoup
Instagram: https://instagram.com/ambitiousbookkeeper

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RSS feed quality

Good

Score global : 73%

Publication history

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222 ⎸ Hubdoc: Audit-Proof Your Business

Episode 222

Wednesday, October 29, 2025 • Duration 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:

How Hubdoc automatically organizes receipts, invoices, and statements by vendor
Step-by-step process for uploading, reviewing, and categorizing documents in Hubdoc before pushing them to Xero or QuickBooks
Pro tips on avoiding duplicate entries and keeping your books clean while building an audit-proof paper trail

Resources mentioned in this episode:

https://www.irs.gov/businesses/small-businesses-self-employed/what-kind-of-records-should-i-keep

For experienced bookkeepers & accountants:

Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>

Grab my FREE Start your Bookkeeping Biz Checklist >>

Grab my FREE New Client Onboarding Templates >>

For new bookkeepers:

Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** >>

For creators:

Become a client at my firm, Of Course Financial >>

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

Visit my website: ambitiousbookkeeper.com
Subscribe to my Newsletter ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on Threads: threads.net/@ambitiousbookkeeper

Podcast Publishing Tools we use:

Podcast Editing: Sabr Media LLC
Descript**
Buzzsprout**

AFFILIATE DISCLAIMER

We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.

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213 | Building a Bookkeeping Business From Scratch

Episode 213

Wednesday, August 27, 2025 • Duration 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:

Erin's journey from corporate burnout to 11 clients in 6 months
Misa's strategic approach to building her business
Real talk about overcoming limiting beliefs and handling rejection
The power of community and external accountability

Resources mentioned in this episode:

Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/vip
Asana, QBO, UpWork
Gretchen Rubin, Human Design, Cloud Accounting Podcast

Meet Erin

As Founder of UpKeeping® and a proud student in The Ambitious Bookkeeper community, Erin is changing the old & boring stereotypes of the accounting industry. Erin and her team support new entrepreneurs and already-established small business owners by being their #1 financial cheerleader/concierge/communicator.

Connect with Erin

👥 Linkedin: https://www.linkedin.com/in/erinpohan/

Meet Misa

As the founder and CEO of Perfectly Kept Books®, she is on a mission to help women get comfortable with their numbers so they can feel empowered to make better business decisions. Misa knows that bookkeeping can be a real barrier to success, and she is passionate about removing that barrier by making bookkeeping easy and stress-free.

Connect with Misa

128 | [STRATEGY] Pricing & Scaling Mindset for Growth with Accala Kessler

Episode 128

Wednesday, December 13, 2023 • Duration 35:21

Listen in like a fly on the wall for a strategy session with one of my Accelerator students. We dive into:

Calculating client profitability
How to think about pricing to achieve your goals
Ideas for increasing value

Resources mentioned in this episode:

The Bookkeeping Business Accelerator®

Connect with Accala:

💼 LinkedIn: https://www.linkedin.com/in/accala-kessler-43bb746/

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:

[MINI] Ep 7 | Sales Tax Automation for E-Commerce

Monday, December 11, 2023 • Duration 10:46

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

127 | [STRATEGY] Effectively Training & Mentoring Your Bookkeeping Team with Joanne Sharma

Episode 127

Wednesday, December 6, 2023 • Duration 22:51

In this 1-1 Strategy Session with Joanne Sharma, a former Coaching Client of mine, we dive into some logistics of effectively reviewing, mentoring, and training a team. So if you’re thinking of hiring a bookkeeper for your team or already have a team but are struggling with expectations and training, tune in to this episode!

In this episode you’ll hear:

How we help our bookkeepers take responsibility for checking their work
Some of the things I review (or my account manager)
mindset behind building a team

Resources mentioned in this episode:

Breakthrough for Bookkeepers

Meet Joanne:

I became a bookkeeping expert and Quickbooks Proadvisor after my first career as an engineer in the construction industry. While I graduated from Brown University with a bachelor’s degree in Mechanical Engineering I’ve always had a love of business and learning what made a business successful. Years ago, once I discovered my love of helping business owners make sense of their numbers, I went all in and took multiple courses and certifications in bookkeeping and small business finances.

Connect with Joanne:

🌐 Website: https://www.joannesbookkeeping.com/

📱 LinkedIn: https://www.linkedin.com/in/joanne-sharma

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

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

126 | Which program is right for me?

Episode 126

Wednesday, November 29, 2023 • Duration 27:11

Have a question you want answered on the podcast? CLICK HERE TO SEND IT IN!

In this episode, I’m giving a summary of all of our current self-paced paid programs, mini courses, and workshops to help you make a decision, or maybe showcase something that you weren’t aware existed.

In this episode you’ll hear:

Who’s a good fit for each program
How to reach out for personalized guidance (email or DM me!)
Get 20% off all these programs by using code BF23 through Midnight, November 30th, 2023

Resources mentioned in this episode:

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram:

[MINI] Ep 6 ⎸ How to Follow up with a busy lead near Year End

Monday, November 27, 2023 • Duration 02:56

In this minisode, I answer the question, How do I follow up with a lead who’s so busy running their business that they’re not signing the agreement? Learn how to reach out, what to say, and why this approach works!

Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba

Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)

Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist

Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard

Become a Client: ofcoursebookkeeping.com/contact

Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa

Podcast Publishing Tools we use:

Podcast Editing: Sabr Media LLC
Descript (affiliate link)

125 ⎸ Borrowed Confidence with David Richter

Episode 125

Wednesday, November 22, 2023 • Duration 57:42

In this interview episode, I chat with David Richter - owner of Simple CFO, a fractional CFO firm, and author of Profit First for Real Estate Investing. We talk about profit-first, offering CFO services, and creating a business you love.

In this episode you’ll hear:

3 things to address with clients in a simple way
How to get in front of your ideal clients
Tips for ‘Selling’

Resources mentioned in this episode:

About our guest:
David is the owner of Simple CFO, a fractional CFO firm, and the author of Profit First for Real Estate Investing. He's been a part of over 850 real estate deals, and through his company he has helped over 200 businesses gain financial peace and freedom.

Connect with David:
Join Simple CFO: simplecfo.com/join
Follow on FB: facebook.com/david.richter.395

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

124 ⎸ Mindfulness Hacks for Accountants with Vimal Bava

Episode 124

Wednesday, November 15, 2023 • Duration 22:07

In this interview episode, I chat with Vimal Bava, a CPA and stress management coach. He shares his personal journey of experiencing burnout and stress in the accounting profession and how he found comfort in mindfulness and meditation practices.

In this episode you’ll hear:

examples of mindfulness and meditation practices
how to incorporate Mindfulness into your busy schedule
how the mind-body connection works
the importance of taking brain breaks

About Vimal:
Vimal Bava is a CPA and Mental Fitness Coach with a passion for empowering his fellow accountants to experience joyful and stress-free work environments. Along with running his own firm, and mental fitness coaching, he's also currently pursuing a Doctoral degree at Florida International University.

Connect with Vimal:
💼 Linkedin: linkedin.com/in/vbcpa
🌐 Coaching website - Happy Bean Counters: happybeancounters.com

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

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

Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook:

[MINI] Ep 5 ⎸ Starting a Bookkeeping Business with no Tax Experience

Monday, November 13, 2023 • Duration 05:22

In this minisode, I’m sharing the top 3 questions people ask when thinking about starting their bookkeeping business especially without tax experience.

Watch on Youtube >> https://youtu.be/qDn6IkMpjYg

Resources mentioned in this minisode:

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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/ambitiousbookkeeperConnect on LinkedIn: Connect on Facebook: Podcast Publishing Tools we use:

The Ambitious Bookkeeper Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

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The Ambitious Bookkeeper Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other99+

Buzzsprout26

Instagram50

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other99+

Buzzsprout26

Instagram50