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Explore every episode of the podcast The Ambitious Bookkeeper Podcast

Dive into the complete episode list for The Ambitious Bookkeeper Podcast. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
165 ⎸ Tax: Should you offer it? 05 Sep 202400:09:21

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In this solo episode, I’m chatting about a question I got from one of you awesome listeners: should you add tax services to your bookkeeping biz? We’ll weigh the pros and cons, talk about building your own client base, and figure out if expanding your services is the right move for you.

In this episode you’ll hear:

  • building a personal book of business
  • advantages of hiring a tax specialist
  • benefits & drawbacks of offering tax services
  • my experience with tax services


Resources mentioned in this episode:



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

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


Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:


Get access to the Dubsado Decoded Private Podcast Series here>>

BONUS ⎸ Scotty + Serena BTS of performing at Xerocon29 Aug 202400:58:23

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We’ve just come back from Xerocon 2024 Nashville, and i’m giving you a backstage pass to the inner workings of how Scotty ’OKR’. Scarano secured the mainstage for one of his accounting raps—and included me in the ride!

In this episode you’ll hear:

  • the story behind Scotty & I performing at Xerocon
  • Scotty’s journey rapping about accounting
  • & you’ll get to see the actual performance (if you watch the episode on YOUTUBE HERE)

Resources mentioned in this episode:


Meet Scotty ‘OKR’ Scarano
Scotty is the host (rapping custodian) of the Accounting High Podcast, and the owner of Padgett NC, a franchised accounting firm.

Connect with Scotty
📱 Twitter: https://twitter.com/scottscarano
💼 LinkedIn: https://www.linkedin.com/in/scottscarano

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

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

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

156 ⎸ [SPOTLIGHT] Onboarding Systems for Solo Firms with Corrie Scott10 Jul 202400:32:33

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In this Spotlight episode I’m shining the spotlight on one of my BBA students, Corrie Scott - owner of Taylor Made Bookkeeping Solutions. Get ready to be inspired and empowered as we dive into the world of efficient onboarding systems and work-life balance in the realm of bookkeeping.

In this episode you’ll hear:

  • benefits & challenges of using Dubsado for onboarding clients
  • use of lead capture form for client assessment
  • challenges of running a solo firm without burning out
  • proposal process, including steps for reviewing, approving, sending, adding contracts, generating invoices, and sending confirmation and intake emails
  • collaboration with Linden Square Co for personalized client gifts

Resources mentioned in this episode:

Meet Corrie
Corrie started fresh out of college as a teacher. She taught for one year but they did not renew her contract so she subbed the next year. Subs don't make a lot of money, and no money during the summer, so this job became available doing accounting work at a local factory and 6 years later she was still doing accounting. She fell in love with the profession. 4 years into that career, she talked with one of her friends who stayed home with her kids but had her own bookkeeping business. She guided Corrie in the steps and certifications and after having her 1st daughter (2nd child), she opened Taylor Made Bookkeeping Solutions (Dec 2021). In September of 2023, she quit that full time job after having her 2nd daughter (3rd child) and now she runs a solo firm with 22 clients and stays home with 3 kids :)

Connect with Corrie
📱 IG: @taylormadebks

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

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

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

76 ⎸ Being Present is The Most Profitable Thing You Can Do with Katie Fleming30 Nov 202200:38:31

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I interview Katie Fleming, an intuitive business coach & podcast host of The Ambitious Mom Podcast, and we talk about how your presence is the most profitable thing you can do, bridging your life with your business, and the number one thing you can do to level up in your business.

In this episode you’ll hear:

  • why radical responsibility is important to your success
  • looking at things objectively to find the meaning
  • what the both and life is all about

Katie Fleming is the founder of the Ambitious Mom® Brand. She is known for Profitable Presence™ and what she calls the “BOTH AND LIFE”. This is her unique ability to build a wildly successful and profitable business empire & a family legacy at the SAME TIME and her deep belief that we don’t have to choose “either or” but we can choose the “both and life” and have it all, NOW. No delay required. From the beginning of her journey she had a Divine Intuition leading her to be BOTH the CEO of a global brand AND the leader and partner on the Homefront leading the legacy within her family and own four walls. BOTH AND. Early on the phrase “pursue your calling both in and out of your home” led her brand and led her evolution BOTH personally AND professionally. Today, her community of ambitious heart centered entrepreneurs are creating impactful and revolutionary businesses that are changing the world while also changing the world within the stewarding of our homes.

Connect with Katie:

Instagram

Website

💻 Ambitious Mom® Brand

📖 Leadership & Self Deception

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

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

Podcast Publishing Tools we use:

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

75 ⎸ How to leverage your expertise with Sabrina Parsons, CEO of LivePlan23 Nov 202200:51:39

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I interview the CEO of Liveplan, Sabrina Parsons, and we chat about worklife balance as a mom; discussions to have with clients and how Liveplan can help support those discussions.

In this episode you’ll hear:

  • the mindset shift Sabrina had to make as CEO of a company and mom to little kids
  • a piece of advice that would help any bookkeeper add more value to you clients (it’s not even advisory!)
  • features on the roadmap for LivePlan

About our guest: Sabrina Parsons is CEO of Palo Alto Software, and developer of the best-selling business management software, LivePlan. Palo Alto Software, with headquarters in Eugene, Oregon, develops software and tools specifically targeted at entrepreneurs and small-business owners. Palo Alto Software employs over 70 employees and gives all employees paid maternity and paternity leave, supports a generous short-term disability policy, and focuses on employee benefits that honor and respect their employees’ whole lives. Sabrina assumed the CEO role in May 2007.

Connect with Sabrina on LinkedIn>

Explore Liveplan

Signup for LivePlan: www.liveplan.com (Students of Elevate get a special discount code for LivePlan!)

Checkout BPlans.com

**************************************************Join Elevate: Self-Paced HERE>

Thanks for listening.

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Follow on Twitter: twitter.com/serenashoupcpa

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

Podcast Publishing Tools we use:

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

74 ⎸ Building an Enduring Business with Natalie Eckdahl16 Nov 202200:55:17

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In this episode, I get to interview one of my favorite podcast hosts, Natalie Eckdahl, from Biz Chix Inc. She shares a wealth of knowledge with us on outsourcing, building an enduring business, and building an agency model.

In this episode you’ll hear:

  • how to talk to your partner about outsourcing things at home
  • what an ‘enduring business’ means
  • what building an agency could look like

and so much more.

Resources Mentioned:

Built to Sell

The Big Leap

BizChix.com/outsourcing

Connect with Natalie on LinkedIn

Natalie Eckdahl is obsessed with helping women entrepreneurs retain more profit and deliver more impact, and she launched the award-winning BizChix podcast in 2014 to do just that.

Since then, Natalie has helped thousands of women business owners by leveraging her MBA as well as her corporate and small business expertise to provide actionable strategies for profit and growth.

She and her team serve women service business owners through their two group coaching programs - Six Figures Lab and Leadership Lab.

As a wife, mom of three kids ages 8-20 and a caregiver to her Mom, Natalie appreciates how entrepreneurship can give you freedom of time to focus on your VIPs. She loves to drink steaming hot coffee, even in the summer, and last Christmas she asked for an Owl.

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

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Follow on Twitter: twitter.com/serenashoupcpa

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

Podcast Publishing Tools we use:

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

73 ⎸ Taking over your Parents' Accounting Firm with Erin Andrews09 Nov 202200:40:34

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In this Interview episode I chat with Co-host Erin Andrews of the Owners & Operations podcast for Accountants. We talk about the “traditional firm model” and creating a different work environment for our future accountants.

In this episode you’ll hear:

  • What it’s like taking over an accounting firm from your Dad
  • What we should (and shouldn’t) be doing to attract talent to our industry as a whole
  • What the “traditional accounting firm model is” and what to do about it
  • a conversation about building an agency model if you choose

About our guest:

Erin Andrews is the co-host of the Owners & Operations for accounting firm owners. They are on a mission to flip the accounting industry on its head by helping firm owners take control of their business and kiss 70 hour weeks GOODBYE. They offer on-demand courses to help firm owners set the right foundations for their firm, and get out of the traditional accounting firm model. Every Friday they meet in their Private Facebook Group and host discussions aimed at improving processes, operations and the lives of accounting firm owners. They also have a podcast, Owners & Operations - Accountants, where they share their weekly live streams.

Get $300 off of their course by using code ambitious at checkout.

Thanks for listening.

If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram Stories and tag me, @ambitiousbookkeeper & @ownersandoperations

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Follow on Twitter: twitter.com/serenashoupcpa

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

Podcast Publishing Tools we use:

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

72 ⎸ The Other Side of the Burnout Bridge With S² (Scott Scarano)02 Nov 202201:31:34

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Scott Scarano - fellow Xero enthusiast, podcaster, and firm owner joins me today to riff more on getting through burnout, purpose, and building things YOUR way. If you don’t like hearing how human other accountants actually are, don’t listen.

In this episode you’ll hear us talk about:

  • checkered pasts
  • creativity vs productivity
  • Going against the grain and other real sh**

Listen to the end to hear Scott’s Lil Toddler’s most recent accounting rap!

Scott is the host (rapping custodian) of the Accounting High Podcast, the owner of Padgett NC, a franchised accounting firm.

Connect with him on Twitter: https://twitter.com/scottscarano

Connect on LinkedIn:

https://www.linkedin.com/in/scottscarano

Thanks for listening.

If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram Stories and tag me, @ambitiousbookkeeper or twitter @serenashoupcpa.

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Follow on Twitter: twitter.com/serenashoupcpa

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

Podcast Publishing Tools we use:

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

71 ⎸ What to do when everything seems too much27 Oct 202200:15:52

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

In this episode you’ll hear: 

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

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

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


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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa


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

Podcast Publishing Tools we use:

Get access to the Dubsado Decoded Private Podcast Series here>>

70 ⎸ Ashly Lindberg Student Spotlight19 Oct 202200:29:31

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In this special episode, we’re airing a student spotlight interview with an Alum of The Bookkeeping Business Accelerator. You get an inside look into a real bookkeeping business and hear from one of our amazing students! Come listen and get inspired.

In this episode you’ll hear:

  • Who Ashly is and where her business started
  • How BBA gave Ashly clear processes to follow and lots of confidence to create a flourishing business
  • The struggles and benefits of hiring
  • The importance of setting up an automated task management system before you actually need one

If you are specifically interested in finding out more information about BBA VIP visit: https://www.ambitiousbookkeeper.com/vip

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

69 ⎸ Communicating Your Value & Building Confidence with Geraldine Carter12 Oct 202200:36:44

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In this interview episode, Geraldine and I discuss communicating your value more effectively & exactly what IS valuable. We also discuss how we, as women, can make more money by working on becoming more confident, plus priorities and ‘success’ defined.

In this episode you’ll hear:

  • How to communicate your value more effectively & tying to package pricing
  • How to reprice underpriced clients
  • Why working on your confidence is key in making more money
  • 3 roles in a business that you could be filling for your clients

About our guest:

Business Strategy for CPAs Podcast

https://geraldinecarter.com/subscribe

Geraldine Carter is a business coach for CPAs who need help getting off the tax hamster wheel. Her clients routinely add multiple 5-figure engagements to their books within the first few months of working together, while spending less time at the office. Her podcast, Business Strategy for CPAs has more than 100,000 downloads and is ranked in the top ten podcast for CPAs, by Apple Podcasts.

Geraldine holds a BS in Engineering from Cornell University, is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. In her free time, she can be found mountain biking forested trails or running after her two small children in her hometown of Ketchum, ID.

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

68 ⎸ Client turned Bookkeeper with Austen & Gina05 Oct 202200:43:20

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In this episode, Serena Interviews former Clients: Austen & Gina Meier and they discuss some effective ways to market (especially if you have a niche) and tips for getting on your client’s level with how you talk to them.

In this episode you’ll hear:

  • strategies for niching down
  • where to find your clients
  • what business owners struggle with — where you can help!

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

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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

Podcast Publishing Tools


Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

67 ⎸ How to meet with clients28 Sep 202200:21:29

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In this solo episode, I give you some actionable tips on meeting with clients as a way to add value to your bookkeeping services.

In this episode you’ll hear:

  • How to set a meeting agenda
  • Why back to back meetings are no good
  • What reports to present to clients
  • How to add extra personal touches to your engagements

→ Join our next cohort of Elevate, starting in October: https://www.ambitiousbookkeeper.com/elevate
→ Listen to Episode 5: What to do when you get your first client
→ Read this podcast on the blog >

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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

Podcast Publishing Tools

Get access to the Dubsado Decoded Private Podcast Series here>>

155 | [RE-AIR] Onboarding With Dubsado with Kendra Courtney03 Jul 202400:48:42

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The onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra Courtney, who has helped me and countless other bookkeepers and accountants with setting up their Onboarding workflows using Dubsado.

In this episode you’ll hear:

  • How to capture lead information
  • Information you should have on your proposals
  • When the best time is to implement a system like Dubsado for onboarding

Resources mentioned in this episode:


Meet Kendra
Dubsado Pro, and the girl who’s always asking “can we make a system for this?”
Because I know that life and business have a bunch of ‘need to-dos,’ but also ‘don’t-want-to-dos,’ I make a system for almost everything so I have peace of mind that what needs to be done, will be done (the most efficiently too!) Like going for a run at 5pm every evening (never missing the South African sunset-y golden hour!)
As your Dubsado Pro, I’ll make a system for your business too, so all of your to-dos are streamlined.

Connect with Kendra
🌐 Website: https://kendracourtney.com/
📱 IG: @kendracourtneyco

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

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

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

66 ⎸ Should you offer Advisory?21 Sep 202200:30:21

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 In this solo episode, I’m helping you decide whether offering advisory services is something you should pursue in your business. I’m also giving you a little taste of the first lesson inside of our newest program: Elevate, where I teach the foundational skills of offering advisory!

In this episode you’ll hear:

  • 4 questions to ask yourself to decide whether you should offer advisory
  • the foundational skills you need in order to be an advisor to clients
  • my hot take on raising your prices
  • Ready to elevate to advisory? Watch the free masterclass + Join us in our upcoming Fall Sprint HERE>>
  • Not ready to elevate but you want to start or grow your bookkeeping business? Join us in our upcoming VIP cohort of The Bookkeeping Business Accelerator HERE.

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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

Podcast Publishing Tools

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

65 ⎸ Cashflow Forecasting Basics14 Sep 202200:14:37

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In this episode you’ll hear:

  • Why Cash Flow Forecasting is important
  • How to get started
  • How to go deeper on this

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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

Podcast Publishing Tools

Get access to the Dubsado Decoded Private Podcast Series here>>

64 ⎸ How we collaborate with clients Part 207 Sep 202200:50:30

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 This is part 2 of our previous episode where Meriah (my Director of Operations at Team Shoup) and I are breaking down how we collaborate as a team to get everything done and maintain our team culture.

In this episode you’ll hear:

  • the tech and tools we use to collaborate externally(client-facing) and a few that we use to collaborate both internally and externally
  • how we get the most out of these tools
  • our favorites
  • tips to handle learning new tools

Products Mentioned (some are affiliate links)

Resources Mentioned In This Episode:

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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

Podcast Publishing Tools

This episode is sponsored by: LiveFlow
Receive 20% off your first 3 months by using code AMBITION at checkout:

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

63 ⎸ How we work virtually as a team Part 124 Aug 202200:28:32

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 I get so many questions about what tools we use and how we use them, so this week Meriah (my Director of Operations at Team Shoup) and I are breaking down how we collaborate as a team to get everything done and maintain our team culture.

In this episode you’ll hear:

  • the tech and tools we use to collaborate internally (next week will be about tools we use client-facing)
  • how we get the most out of these tools
  • how to handle the overwhelm when it comes to all of these tools
  • Episode 19: Why We’re a Xero Firm

Products Mentioned (some are affiliate links)

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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

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62 ⎸ Starting a Bookkeeping Biz in 2022: Should you contract with another firm?17 Aug 202200:19:41

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I recently connected with someone online who wants to start her bookkeeping business in the future, but still needs to build some skills. I also had a request a while back from someone in my DMs about covering the topic of contracting with other firms, CPAs, or bookkeepers. So in today’s episode, I’m going to cover just that: the upsides and the downsides, but also…. what you need to know about starting a Bookkeeping Business in 2022.

So if you find yourself wondering should I contract with a more established firm to gain experience or even just to supplement revenue, keep on listening. This one is for you.

In this episode you’ll hear:

  • 3 Main things I would do differently if I started all over
  • Upsides to being a contractor for another bookkeeper
  • Downsides to being a contractor
  • Referral partnerships

Links Mentioned:

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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

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This episode is sponsored by: LiveFlow
Receive 20% off your first 3 months by using code AMBITION at checkout:
http://www.liveflow.io/partnerships/ambition

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61 ⎸ Building a Bookkeeping Business to Sell with Blake Oliver10 Aug 202200:51:57

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If you've been in our space for even just a little bit, you've probably heard of my guest from today. His name is Blake Oliver. He is the cohost of the cloud accounting podcast. He is the founder of earmark CPE. He is the Accounting Community Advocate for Relay Bank. And I finally have him on my podcast today to talk about his entire journey.

So if this is something that you've been wondering about for a while and like, why is he everywhere? What is he doing? How did he get here?

You're going to want to tune into today's episode. It's a very casual conversation— I feel like I've known the guy forever because, well, I've been listening to the cloud accounting podcast pretty much since it launched so if that's you too, sit back, relax, and enjoy today's conversation with Blake Oliver.

In this episode you’ll hear:

  • How Blake built a bookkeeping firm and sold it in 5 years
  • What he does with his free time
  • His current project
  • His role at Relay Bank

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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

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This episode is sponsored by: LiveFlow
Receive 20% off your first 3 months by using code AMBITION at checkout:
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60 ⎸ Mastering Your Mindset with Mariette Martinez03 Aug 202200:58:47

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In this episode you’ll hear:

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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

Podcast Publishing Tools

This episode is sponsored by: LiveFlow
Receive 20% off your first 3 months by using code AMBITION at checkout:
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59 ⎸ How to Keep Your Client Data Secure27 Jul 202200:27:49

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Having a virtual bookkeeping business means you need a secure way to store and share documents with your clients and your team. In this Solo podcast I’m going to go over how to use G Suite in your bookkeeping business and best practices for file structures and naming conventions.

Listen to Episode 23 with on what kind of Insurance Bookkeepers Need >>

In this episode you’ll hear:

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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

Podcast Publishing Tools

This episode is sponsored by: LiveFlow
Receive 20% off your first 3 months by using code AMBITION at checkout:
http://www.liveflow.io/partnerships/ambition

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

58 ⎸ The Honest Truth about Running a Business with Alyssa Lang20 Jul 202200:56:38

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 In this interview episode, I have my biz bestie (and actual friend) Alyssa Lang, the Workflow Queen back on.

In this episode you’ll hear:

  • How your business is a reflection of who you are
  • how to get re-inspired
  • Creating the intention to be a removable CEO
  • Life updates from both of us

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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

Join the Workflows Made Simple 5 Day Free Challenge with Alyssa and her team:

Ambitiousbookkeeper.com/workflows

This episode is sponsored by: LiveFlow
Receive 20% off your first 3 months by using code AMBITION at checkout:
http://www.liveflow.io/partnerships/ambition

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

57 ⎸ Uplevel Your Client Experience with Charlotte Isaac13 Jul 202200:33:45

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 In this interview episode, I have special guest, Charlotte Isaac on the show to talk about your client experience, being a part of a community as a way of growing your business, and lots of actionable tips to implement right now in your bookkeeping business.

In this episode you’ll hear:

  • 4 Ways to make your client experience better
  • How to use a tool like Dubsado to implement those
  • Real suggestions and tips on communicating your expectations to clients
  • How joining communities can help you grow your business
  • You’ll hear Charlotte and I talk a lot about Dubsado in this episode. If you want to try it out, use code SHOUPCPA to sign up or upgrade to a paid plan during the Dubsado Summer Sale, to get 20% off the already discounted price of $35.
  • Or CLICK THIS LINK>>
  • Connect with Charlotte here>>

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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

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154 | [Q&A] QBO Integrations, Cyber Security, and More27 Jun 202400:21:36

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

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

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


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

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

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

Get access to the Dubsado Decoded Private Podcast Series here>>

56 ⎸ Infusing Personality into Your Business with Liz Wilcox06 Jul 202200:44:07

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 In this interview episode, we have a repeat guest: Liz Wilcox sharing her secrets on how to infuse your personality into your business and email marketing. Don’t worry, it’s a good step-by-step which I know you’ll love!

In this episode you’ll hear:

  • 3 tips for infusing your personality into your email marketing
  • how to communicate your vision to clients
  • how to express your values to current & future clients

Join the waitlist for Liz’s Email Marketing Membership here>>

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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

Podcast Publishing Tools

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

[BONUS] How to Package + Sell Advisory Services with Alyssa + Serena30 Jun 202201:18:51

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Listen in on a recent Masterclass I cohosted with Alyssa Lang, the Workflow Queen. 

To watch the masterclass and/or join the Elevate Summer Sprint before July 5th go here: 

https://www.ambitiousbookkeeper.com/replay

tag me and Alyssa on Instagram as you listen with your big takeaways!
@ambitiousbookkeeper
@workflowqueen

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

55 ⎸ How to stay motivated with Hannah Robinson & Melissa Honan29 Jun 202200:43:36

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In this interview episode, I’m chatting with the hosts of the I Love Bookkeeping Podcast, Melissa Honan & Hannah Robinson.

In this episode you’ll hear:

  • How to stay motivated
  • How to be intentional with your time
  • How to aggressively guard your personal time

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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

Connect with our guests on Instagram:

@bookkeepersdotcom & @honanconsulting

Sign up for Bookkeeper Launch and use Promo code: ILB10AMBITIOUS


Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

53 ⎸ What if it Were Easy? with Ben Day15 Jun 202200:46:13

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 In this interview with Ben Day, the CEO of Lionshare Bookkeeping and founder of Built By Bookkeepers, we have an incredible conversation about how he grew his firm in the last 5 years and what he has going on now.

In this episode you’ll hear:

  • How Ben grew his team to 20 people
  • How your vision can change
  • 3 things you need to grow as a person and CEO
  • The one question to ask yourself that will illuminate the best way forward for you
  • Find out more about Ben & his programs: www.builtbybookkeepers.com


About Ben:
Ben started Lionshare Bookkeeping in 2017 shortly after graduating college. With a job as a bartender and a bachelor's degree in music, Ben decided to try and make a little extra money bookkeeping on the side. 5 years later, Lionshare Bookkeeping serves over 100 real estate investment businesses across the country, providing bookkeeping services to landlords, house-flippers, fund managers, and any business where real estate is managed. Ben also works as an interim CFO to select clients, and as a coach to other bookkeeping professionals through his Built By Bookkeepers program.


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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

52 ⎸ Hiring for your firm with Meriah, my Integrator08 Jun 202200:52:54

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In this special interview episode I have my Integrator, Meriah on to take you behind the scenes of our culture, how we met, and how we continue to grow the team and maintain our culture.

If you’re ready to elevate your leadership skills and start growing your own rockstar team and culture, we’re ready to help you! Tap into Meriah’s genius to help you learn how to be an amazing leader.


In this episode you’ll hear:

  • How I found Meriah
  • How you can start attracting the team you want
  • How to build the culture you’ve always wanted
  • The steps and timeline to hire as you grow

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

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

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Get access to the Dubsado Decoded Private Podcast Series here>>

51 ⎸ How to make more and work less with James Wedmore01 Jun 202200:29:27

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This is a very special episode — a takeover! from my business mentor, James Wedmore. We interviewed him a few episodes back but today he’s recorded a solo episode just for you about How to Work Less but Make More. Which is something we can all agree that would be nice, right?

So tune in today to hear:

  • the time & money connection
  • the way of being you have to disconnect from
  • how to leverage offers and scale

If you’re ready to learn more from James and implement some of the strategies that I operate with in my business, so you can make more and work less, click these links below:

Rise of the Digital CEO Free Trainings>>

Business By Design  >>

Connect with James on Instagram>>

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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


Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

50 ⎸ [STRATEGY] How to sell additional services your clients need25 May 202200:27:42

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Such a special episode for you today! This is our 50th episode AND the kickoff of a new series we’ll be doing offering on air Strategy sessions. What better way to celebrate our 50th episode with a real-life mentoring session?!

Today I’ll be offering some strategy and advice to a current Bookkeeping Business Accelerator student, Penny Rose, CPA.

Penny is a CPA who offers tax advisory and preparation along with bookkeeping. Penny and her husband also offer financial coaching. They moved into their RV full time a couple of years ago. Penny is still working her 9-5 job and plans to support the family’s lifestyle with her business in the next year. Penny’s niche is content creators.

In this episode you’ll hear:

  • how to present additional services that a client would benefit from
  • how Penny is using visibility in her niche to grow her business
  • how Penny is embracing an abundant mindset combined with action to attract the right clients

If you’d like to connect with Penny, you can find her on

Instagram or LinkedIn

Thanks for listening.

If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram Stories and tag me, @ambitiousbookkeeper and Penny @fififofumpersonalcfo

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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

Podcast Publishing Tools

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

49 ⎸ Creating a Seamless Onboarding Experience with Kendra Courtney18 May 202200:48:33

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The onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra Courtney, who has helped me and countless other bookkeepers and accountants with setting up their Onboarding workflows using Dubsado.

In this episode you’ll hear:

  • How to capture lead information
  • Information you should have on your proposals
  • When the best time is to implement a system like Dubsado for onboarding

You can connect with Kendra on Instagram or her website


When you join The Bookkeeping Business Accelerator, you have the option of upgrading to Elite to receive a full Dubsado Setup (with Kendra) and Website (with Tia) plus a strategy call with me and two mindset coaching calls with Meriah!


If you want to DIY your Dubsado setup, enroll in Dubsado Decoded HERE>>


Get 20% off your first month or year of Dubsado HERE (affiliate link) >>


Listeners can join Kendra’s free course: https://kendracourtney.thrivecart.com/tackle-your-dubsado-workflows


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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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

Podcast Publishing Tools

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

48 ⎸ Be a Digital CEO with James Wedmore11 May 202201:04:24

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For 10 years, James Wedmore taught entrepreneurs and online business owners how to leverage the power of online video and YouTube marketing to reach more people, share their message and convert more customers. In 2016, James made a massive shift to focus on a big gap missing in the marketplace: the mindset needed for entrepreneurship. He launched a totally woo-woo podcast, the Mind Your Business Podcast and his signature program, Business By Design. Today he helps coaches, experts, content creators, and authors not only to craft better marketing messages but also how to ditch the “hustle” mentality and create success from the inside out.

James and his program, Business By Design were instrumental in me launching and growing The Ambitious Bookkeeper programs to what they are today. If you like my teaching style, I think you’ll love his, too!

Listen to this episode to learn:

  • how to become a digital CEO (and what that is)
  • how to bring more value to your clients (from the mouth of a multi-million dollar CEO himself
  • how to get started offering digital products (like courses or group programs)
  • and more

Listen to The Mind Your Business Podcast with James>>

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

Business By Design>>>

Listen to MYB Podcast Episode 541 (the one with Candus & Jonathan Kampfer)>>

For more info about James, check out his website: https://www.jameswedmoretraining.com/

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

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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

Podcast Publishing Tools

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

47 ⎸ What is the deal with Advisory?04 May 202200:20:59

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In this solo episode, you’re going to be listening to a Facebook Live I did, covering:

  • What is Advisory?
  • 6 Services you could offer as advisory
  • How to handle charging for it
  • How to handle doing these for free
  • Where to learn how to perform some of these services

Make sure you follow me on Facebook so you catch the next livestream in this series and you can ask the questions YOU have!

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

Podcast Publishing Tools

Get access to the Dubsado Decoded Private Podcast Series here>>

153 ⎸ Balancing your Sidehustle with Corporate19 Jun 202400:15:57

Send us a text

In this episode you’ll hear:

  • How to stay focused
  • How I stay organized & plan my work
  • Setting your calendar up for your cycle and energy levels

Resources mentioned in this episode (some are affiliate links):

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

46 ⎸ Building a remote Virtual CFO Firm with Jody Grunden28 Apr 202200:45:45

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This week I’m interviewing Jody Grunden co-founder and CEO of Summit CPA Group, a leading Virtual CFO firm in the creative agency space. We are talking about scaling, removing yourself from your firm, offering CFO services, building an amazing virtual team culture, and lots of things in between.

After we stopped recording, I told Jody I wished I’d found his firm when I was still working in corporate because I totally would’ve worked for him. If you’re not ready to start your own firm or know it isn’t for you but you want to work for an awesome virtual firm, they’re always growing and hiring, so go check them out!

Connect with Jody on LinkedIn: https://www.linkedin.com/in/jodygrunden/

Listen to Jody’s Podcast: https://www.summitcpa.net/podcasts

Get the Virtual CFO Playbook: https://vcfoplaybook.summitcpa.net/

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

Podcast Publishing Tools

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

45 ⎸ When Will I Be Ready for Advisory?20 Apr 202200:23:33

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You’re most likely already offering some level of advisory and either not aware or not confident enough to charge for it. And if not... In this week’s episode, I’m going to answer the question “When will I be ready for advisory” and give you some ideas of things you could offer.

We cover:

  • what is advisory?
  • why would you want to offer it?
  • how will you know you’re ready?
  • what do you need in place first?
  • where to go to learn?

Join the Elevate: Summer Sprint to start elevating your skills and client experience >

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

Podcast Publishing Tools

Get access to the Dubsado Decoded Private Podcast Series here>>

44 ⎸ Best Advice from Accounting Course Creators15 Apr 202200:13:38

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In this special episode, I’m bringing in 3 very special and powerful women in the accounting space: Katie Ferro, Keila Hill-Trawick, and Noemi Aguilar-Horta These three women are some of the other accounting/bookkeeping specific course creators that I asked to provide their top advice to you as course creators in our specific niche.

This is a continuation of a series I’m putting together around creating courses, as so many people in our community have asked about creating courses. These women bring real solid not-sugar coated advice about creating courses.

I’m honored to have these women on the podcast and being able to provide more perspective. I’m linking all of their info in the shownotes for this episode so you can connect with them and their programs.

Katie Ferro - Owner of Orderly Accounting by Katie & Creator of Become a Bookkeeper & Life By the Books

IG www.instagram.com/orderlyaccountingbykatie

Podcast www.katieferro.com/podcast

Keila Hill-Trawick - Owner of Little Fish Accounting & Co-Creator of The Accountants Of Color Community

Website https://www.accountantsofcolor.co

Noemi Aguilar-Horta - Owner of Tikal Tax & Accounting and Mama Counts Bookkeeping Course

TikTok www.tiktok.com/@noemiaguilarhorta

Facebook Group https://www.facebook.com/groups/mamacounts/?ref=share

Grab your Course Niche Guide here: ambitiousbookkeeper.com/niche

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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43 ⎸ What Creating a Course Has Actually Given Me06 Apr 202200:30:29

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In this solo episode I’m taking you back to 2019 & when I started the Ambitious Bookkeeper Brand. This is a behind the scenes of how it all started in case you’re new around here, and even if you’re not, you may hear some things you didn’t know.

This episode is really to give you a look at what creating a course has done for me and so many other people, so whether you’re interested in creating a course or just curious about the Ambitious Bookkeeper Brand story, you’ll have some takeaways from this.

Get the New & Improved Onboarding Templates>>

Get the Start a Bookkeeping Business Checklist>>

Want 1:1 Mentoring? I’m opening up limited spaces for Voxer 1:1 monthly coaching. This is perfect for anyone with a busy schedule that still needs support. You can be a new firm owner, or a seasoned one, use it for mindset, elevating your pricing, services, marketing, etc. When you need support, I’ll be there, a voice-note or text away! Connect with me on instagram or email support@ambitiousbookkeeper.com to make sure it’s a good fit. Spots are filling for April & May!

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

Podcast Publishing Tools


Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

Kickoff with Asana for Bookkeepers


Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

42 ⎸ How to help clients that want to DIY30 Mar 202200:19:57

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Wondering how you can serve DIY clients?

In this solo episode I go into some ideas, experiences, and lessons learned around offering a DIY service to clients, questions to ask yourself before going down this path, and as always, some actionable tips for getting started.

To enter the Workshop Bundle Giveaway, make sure you subscribe, screenshot this episode, type out what action you’re taking, and tag me on instagram @ambitiousbookkeeper or Facebook @serenashoupcpa.

📧 Get the free Niche Guide: www.ambitiousbookkeeper.com/niche

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

Podcast Publishing Tools

Get access to the Dubsado Decoded Private Podcast Series here>>

Kickoff with Asana for Bookkeepers


Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

41 ⎸ What it's Like Launching Courses23 Mar 202200:46:38

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Creating a course is no easy feat. Launching it can be even more challenging. In this solo episode I’m diving into the stats from our most recent launch of The Bookkeeping Business Accelerator™️, as well as talking about

  • what it’s like to launch a course
  • who I learned from
  • and other tips and insights many people have been asking for.

You can still join The Bookkeeping Business Accelerator Self-Paced Course here>>

Course Mentors Mentioned In the Episode:

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

Podcast Publishing Tools

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

40 ⎸ Podcasting + Standing Out with Krystal Proffitt16 Mar 202200:42:38

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On today’s interview episode, I have a special guest on to talk about creating content, podcasting, and standing out as who you are.

Even if you aren’t interested in starting a podcast, I know you’ll have a few takeaways from this episodes and get ideas on how YOU can start to stand out online.

Here are some of the things we talked about:

  • getting comfortable hearing your voice on a podcast
  • what holds most people back from just starting
  • letting go of perfection when creating content

And since she’s a business owner, I asked her what she thought is important in a bookkeeper, and this part of the conversation will be gold for you.

Connect with Krystal:

www.krystalproffitt.com

Digital Course - Proffitt Podcasting

The Proffitt Podcast: https://krystalproffitt.com/podcast

The Poddy Report: http://thepoddyreport.com

YouTube Channel: https://www.youtube.com/c/krystalproffitt

Instagram: https://www.instagram.com/krystalproffitttx/

Facebook: https://www.facebook.com/KrystalProffittTX/

LinkedIn: https://www.linkedin.com/in/krystalproffitt/

Proffitt Podcast Online Community (FREE FB Group): https://www.facebook.com/groups/TheProffittPodcast/

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

Podcast Publishing Tools

Affiliate Links:

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

[BONUS] Bookkeeper Spotlight: Jen Fischer10 Mar 202200:25:11

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We've got another bonus episode to help inspire you to build your business! This is a Bookkeeper Spotlight interview with one of our Accelerator Students, Jen Fischer.


You can connect with her on Instagram: @numbersbyjen

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

Podcast Publishing Tools

Affiliate Links:

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

39 ⎸ Accounting + Human Design with Laura Torma09 Mar 202200:43:51

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In this interview episode this week, I am interviewing one of my very first students of the bookkeeping business accelerator, but we do kind of talk about the beginning of us meeting. However, what I did bring this special guest on today to talk about is

  1. burnout
  2. boundaries
  3. using your intuition
  4. how to incorporate your human design into how you exist in your business and in life.

Our guest, Laura Torma, previously known as Laura Watson, the number's nomad, is an intuitive life and business strategist.

She used to be a CPA who worked with countless clients and accountants, and she has taken her experience and melded it with spiritual systems, such as human design to help all people come into the gift of who they are.

I am so excited to have you listening to this conversation with Laura, and I hope that you take away something, if not, lots of things from this episode.

Connect with Laura:

Lauratorma_

https://lauratorma.podia.com/hd-reading-via-zoom

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

Podcast Publishing Tools

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Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

38 ⎸ How to Find the Right Mentor02 Mar 202200:11:59

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There’s no doubt about it, you have your pick when it comes to working with a coach or mentor. In this solo episode, I’m breaking down how I suggest looking for one, or making sure you have the right mentor for you. Because they (we) are not all the same.

And if you know you’re ready to work with me as your mentor, we are OPENING enrollment inside of The Bookkeeping Business Accelerator March 4- March 9. 

You can learn more at:

https://www.ambitiousbookkeeper.com/bba

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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152 | Offboarding Clients12 Jun 202400:07:46

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

In this episode you’ll hear:

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

Resources mentioned in this episode:


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

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

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

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37 ⎸ Overcoming the Fear Of...23 Feb 202200:14:52

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In this solo episode, I’m addressing some fears that many of us have about starting or growing our own bookkeeping or accounting businesses. I’m even sharing a funny story of my own ridiculous fears.

Many of the fears we have hold a common theme:

Fear of failure or not knowing enough.

Hit that play button to hear my take on these fears and how to reframe them.

Resources + Links Mentioned: The Bookkeeping Client Closer

Episode 29 - Scaling Back to Scale up

Built to Sell

Team Work

Make Em Beg to Work for You

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

Get access to the Dubsado Decoded Private Podcast Series here>>

[BONUS] Bookkeeper Spotlights20 Feb 202200:37:31

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Hey Ambitious Bookkeepers! Today we're dropping a special Bonus episode to help inspire you if you're new to the thought of starting your own business, or you've recently made the decision to. A couple times a year, we open The Bookkeeping Biz Workshops — a workshop series just for those who are wanting to start or who have recently started their businesses. After the workshops are over, I usually bring in a few bookkeepers who I've worked with either in the Workshops or In The Accelerator program I have and I interview them about their journey of starting their businesses. 


I've never shared these outside of the workshops, so as a podcast listener, you're getting a sneak peak into what you might experience inside of the workshops or my other programs. 


I hope these interviews inspire you to take action—in whatever way that is, big or small: deciding to quit your job, or even just declaring that you will start your business and joining us in the upcoming workshops.


Like I said, these are interviews from the last round of workshops in 2021, so if you want to hear the new stories that will be showcased in this new round, make sure you sign up. 


First I'll be interviewing Erin Pohan, an accountant, mom, and the owner of Upkeeping. 


Next you're going to hear from Misa, who was in my very first cohort of BBA, when it was a brand new program. I'll always hold a special place in my heart for my first cohort, as they've been along for the ride since the beginning. And as you'll hear from both ladies, the community we've built is one of the best parts. 


I hope these interviews inspire you as much as they do me, and their words of wisdom help you in some way.


Register for the Bookkeeping Biz Workshops: bkworkshops.online

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

36 ⎸ How to Start A Bookkeeping Business16 Feb 202200:14:24

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In this solo episode I’m giving you 4 steps (and several sub-steps) on how to get started with your bookkeeping business as a freelancer or side-hustle before you decide to take the leap from corporate.

Resources Mentioned:
The Bookkeeping Biz Workshops: bkworkshops.online

Proadvisor Marketing Podcast Episode

Relay Affiliate Link

Download Checklist ambitiousbookkeeper.com/checklist

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

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

Podcast Publishing Tools

Affiliate Links:

Get access to the Dubsado Decoded Private Podcast Series here>>

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