The Ambitious Bookkeeper Podcast

Send us a textIn this episode of the Ambitious Bookkeeper Podcast, Serena chats with Maggie Lord, a powerhouse entrepreneur who sold her media company to David's Bridal and now helps female founders do the same. Maggie shares her journey from starting a wedding blog in 2008 to selling her company 12 years later, and reveals insider knowledge about business valuations, exit strategies, and how bookkeepers play a crucial role in preparing businesses for sale.In this episode you'll hear:Why Maggie is passionate about helping female founders prepare their businesses for acquisitionThe three common scenarios when founders seek M&A helpHow bookkeepers play a key role in successful M&A transactionsBeyond-the-numbers valuation factors that founders often overlookResources mentioned in this episode:The Whisper Group: https://www.wearethewhispergroup.com/Meet MaggieMaggie Lord was an early pioneer in the online digital wedding media space establishing her media company, Rustic Wedding Chic in 2008. As the founder + CEO of Rustic Wedding Chic, Maggie led the company for 12 years before it was acquired by David's Bridal in 2020. Maggie is also the author of 6 books. Today, Maggie has become a sought-after strategic advisor to female founded brands allowing her to focus on sharing her knowledge and expertise with other like minded entrepreneurs, startups and small businesses. Maggie and her businesses have been featured in Forbes, The New York Times, Business Insider, Success Magazine and much more. Maggie is a partner at The Whisper Group, working daily with female founders to help them sell their companies and close the exit gap.Connect with Maggie

Send us a textAre you dreaming of starting your own bookkeeping business but feeling overwhelmed by all the decisions you need to make? You're not alone. As someone who's built a successful bookkeeping practice from scratch, I know firsthand that figuring out what services to offer, how to price them, where to find clients, and what technology you need can feel like navigating a maze.In this episode you'll hear:Advice on determining pricing strategies for bookkeeping servicesPractical methods for finding clientsRecommendations for essential tech tools for new bookkeepersWhat bookkeeping services are most in-demand and how to decide which ones to offerResources mentioned in this episode:Ambitious Bookkeeper Free Training: http://www.ambitiousbookkeeper.com/trainingMini Courses: http://www.ambitiousbookkeeper.com/storePricing for ProfitBookkeeping Client CloserBookkeeping Business Accelerator: http://www.ambitiousbookkeeper.com/bbaSoftware tools mentioned: QuickBooksXeroShopifyTaxJarA2XHubdocCalendlyGoogle Suite/WorkspaceZoomLoomAsanaCanvaDubsadoThanks 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 @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Join the next free training at ambitiousbookkeeper.com/training

Send us a textIn this powerful episode of The Ambitious Bookkeeper Podcast, Serena Shoup chats with Cletus Coffey, former pro athlete, single dad, and founder of Torch Training. Cletus shares his remarkable journey from professional sports to entrepreneurial failures to finding his authentic purpose through personal transformation.In this episode you'll hear:Cletus's journey from pro athlete to struggling entrepreneur to finding true alignmentPractical frameworks for balancing ambition, family, and personal growthHow to break free from achievement addiction and redefine success beyond the "scoreboard"The importance of mastering your mornings and creating structure that prioritizes self-careResources mentioned in this episode:Cletus Coffey's website: CletusCoffey.comBe The Torch PodcastMorning Mastery Challenge - includes downloadable cheat sheet and video tutorialBBD Live with James Wedmore (event where Serena and Cletus met)Meet Cletus CoffeyCletus Coffey is a former professional and world champion athlete turned founder of Be The Torch Academy. After losing his first business and navigating the challenges of divorce and being a single dad, Cletus struggled silently through a long period of pain and darkness. Through an unwavering devotion to self-mastery, he unlocked a path to greater personal power, purpose and passion, which included helping men—specifically single fathers and entrepreneurs—master their lives and businesses. Combining self-mastery with business and personal development, Cletus helps single dads who own a business, master their true authentic self so that they can finally become a man capable of experiencing happiness, fulfillment and freedom in their business and life.Connect with Cletus Coffeyhttps://www.linkedin.com/in/cletuscoffey/https://www.linkedin.com/company/torchtraining/@cletuscoffeyThanks 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 @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Join the next free training at ambitiousbookkeeper.com/training

Send us a textIn this mini-episode, Serena shares her research on the Fair Tax Act and what it could mean for bookkeepers. She explains how this potential legislation would eliminate income tax and the IRS, replacing them with a national sales tax. Serena offers practical advice for bookkeepers to prepare for this potential shift and future-proof their businesses.In this episode you'll hear:A breakdown of what the Fair Tax Act actually means (goodbye income tax, hello 23-30% national sales tax!)How bookkeeping services would evolve rather than disappear in this new tax landscapeThree actionable steps to prepare your bookkeeping business for this potential changeWhy this shift could actually be an opportunity for ambitious bookkeepers to expand their servicesResources mentioned in this episode:Sales Tax Workshop: ambitiousbookkeeper.com/salestaxElevate Program: ambitiousbookkeeper.com/elevateThe Accounting Podcast (formerly Cloud Accounting Podcast)AvalaraTax JarQBOXeroThanks 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 @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)

Send us a textRunning a bookkeeping or accounting firm means juggling multiple clients, deadlines, and deliverables - often leading to that feeling of "I'm drowning in work!" As someone who's built a successful practice while working 20 hours or less per week, I've discovered that how you organize and manage your workflow makes all the difference between constant overwhelm and smooth operations.Whether you're flying solo or leading a small team, these three actionable strategies will help you streamline your processes, reduce stress, and scale your firm without the burnout.In this episode you'll hear:Three actionable strategies to centralize your workflows and processes in one placeHow to implement a standardized file naming system that saves you hours of searchingTips for designing your week with focus blocks to avoid context switching and burnoutReal examples of how I apply these strategies in my own bookkeeping businessResources mentioned in this episode:ClickupAsanaGoogle SheetsGoogle DriveThe Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bbaThanks 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 @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Don't miss Workflow Queen's April Fools Sale - March 29 - April 120% off Everything >> Use Code APRILFOOLS⬇️ ⬇️workflowqueen.com/courses

Send us a textSerena dives deep into marketing strategies for bookkeepers and small business owners who are skeptical or overwhelmed by social media, sharing practical tips for building connections and growing your business.What You'll Learn:Marketing isn't just about social media: Discover a multi-pronged approach including offline networking, online presence, and website strategyBuild your "circle of influence" by connecting with complementary professionals like insurance agents, bankers, and consultantsHow to start small and prioritize your marketing efforts without getting overwhelmedThe power of delivering exceptional service as your best marketing toolResources mentioned:UpworkLinkedInKajabiSquarespaceTia's "Squarespace for Bookkeepers" Program: https://www.riledupgoats.com/ssfbFor experienced bookkeepers & accountants:Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator®: https://www.ambitiousbookkeeper.com/bbaGrab my FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklistGrab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboardFor new bookkeepers:Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvvFor online course creators:Become a client at my firm, Of Course Financial: https://www.ofcoursebookkeeping.com/contactConnect with us:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaPodcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Don't miss Workflow Queen's April Fools Sale - March 29 - April 120% off Everything >> Use Code APRILFOOLS⬇️ ⬇️workflowqueen.com/courses

Send us a textIn this episode I'm tackling a listener ‘struggle': Imposter Syndrome.This is also a MINI episode, which means you can view the video on YouTube! While you're there, make sure to subscribe!Resources mentioned in this episode:The Bookkeeping Biz WorkshopsMy FREE TrainingThanks 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 @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)

Send us a textIn today's bite-sized episode, we're diving into the nitty-gritty of setting up TaxJar for eCommerce businesses. Whether you're a bookkeeper with some eCommerce clients or an online seller yourself, stick around. Serena's got some super helpful insights coming your way, complete with screen sharing over on YouTube if you're up for it.Resources mentioned:TaxJarAvalaraShopifySquareLearn more about sales tax in the sales tax workshop: http://ambitiousbookkeeper.com/salestaxFor experienced bookkeepers & accountants:Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator®: https://www.ambitiousbookkeeper.com/bbaGrab my FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklistGrab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboardFor new bookkeepers:Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvvFor online course creators:Become a client at my firm, Of Course Financial: https://www.ofcoursebookkeeping.com/contactConnect with us:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaPodcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)

Send us a textIn this episode, we're diving into a wonderful conversation between Serena Shoup and Megan Tobler. Megan shares her inspiring journey from corporate sales to building a vibrant business community for moms in entrepreneurship.In this episode you'll hear:The reality of juggling motherhood and building a business from the ground up.How Megan leveraged her natural talents from sales to start her own podcast, create a community, and ultimately leave the corporate world behind.Megan's new community initiative, Together, which focuses on supporting women like us in their entrepreneurial and life journeys.A sweet little bonus from MeganResources mentioned in this episode:Sign up for the FREE community: www.selfstarther.com/togetherFREE Positivity Playlist: https://selfstarther.mykajabi.com/positivity-playlist-info-landing-pageMeet Megan ToblerMegan Tobler is the founder of Self StartHER, a vibrant community and podcast designed for women who are building businesses while balancing life at home. As someone who transformed her own journey into a thriving space for connection and growth, Megan has firsthand experience navigating the challenges of entrepreneurship and life. She's passionate about empowering women to pursue their ambitions unapologetically, sharing relatable advice, actionable strategies, and real-life stories. Through Self StartHER, Megan has cultivated a space where women can find the tools, inspiration, and confidence to thrive in both business and life.Connect with Megan Tobler

Send us a textOur MINI episodes are also YouTube videos - and may be better viewed on YouTube. Click here to watch! https://youtu.be/7zH54q8eR6IIn this episode you'll hear me answer a listener submitted question about the opportunities available in accounting & bookkeeping and how to find the right one for you!Resources mentioned in this episode:The Ultimate Guide to a Profitable Bookkeeping Business: https://ambitiousbookkeeper.com/trainingLeave your questions for me HERE: https://speakpipe.com/ambitiousbookkeeperThanks 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 @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)To view the video for this podcast episode, head over to YouTube >

Send us a textIn this episode, Alyssa Lang, my biz bestie & The Workflow Queen dives into what it truly means to be a great leader, focusing on how to move beyond everyday tasks and really lead your firm.She breaks down five key pillars of leadership that will help you build a scalable, profitable, and well-aligned business. Alyssa shares her personal journey, explaining how shifting your mindset, setting the right offers, creating smooth systems, building a strong company culture, and removing yourself from daily operations can transform your firm.Tune in for heartfelt stories and actionable advice!In this episode you'll hear:5 key pillars of leadershipresources for becoming a better leaderpersonal journeyResources mentioned in this episode:Removable CEO Workshop *affiliate linkThanks 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 @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Join the next free training at ambitiousbookkeeper.com/training

Send us a textHey there, welcome back to The Ambitious Bookkeeper Podcast! Today, I'm chatting with Brian Greer from TaxConnex about all things sales tax. Whether you're a sales tax newbie or just looking for a way to outsource, we've got you covered. So grab your favorite drink, get comfy, and let's dive into making sales tax a bit less daunting.In this episode you'll hear:Meet Brian GreerDiscover what "nexus" really means in sales taxLearn about the Wayfair decisionLearn about TaxConnexIf you've ever thought, "Ugh, sales tax is confusing," you're not alone! Brian breaks it down and makes it way less intimidating.Resources mentioned in this episode:TaxConnexShopifyAvalaraTaxJarEarmarkMeet GUESTA graduate of Purdue University, the majority of Brian's career has been in the sales tax industry. First, joining Tax Partners in 2001 initially managing their alliance channel consisting mainly of Big 4 Accounting Firms. He later led the sales and use tax sales team after the The Thomson Corporation (now known as Thomson Reuters) acquisition in 2005, growing the revenues to multi-million dollar levels. Brian joined TaxConnex™ as a partner in 2010 and currently as the Chief Strategy Officer is focused on partner development, rolling out new products and services, and supporting the sales and marketing teams.Connect with GUEST

Send us a textHey there! Welcome back to another episode of The Ambitious Bookkeeper Podcast. This week, join me as I dive into a treasure trove of archived Q&A content. We're talking year-end tips, the ins and outs of e-commerce, using that CFO title wisely, and loads more. So grab your favorite drink, get comfy, and let's dive right in. Enjoy!In this episode you'll hear:Get the lowdown on stepping into the wild world of e-commerce bookkeeping and why it might not be the best first client without some confidence.Explore what titles like CFO or Controller really mean when offering advisory services and how to choose the one that suits you.Learn some insider tips on handling 1099 issues when vendors are playing hard to get with their W-9s.Dive into a candid conversation about those pesky VC demands and what to do when a client expects full-time employee attention.Discover the best scrappy and budget-friendly platforms to launch digital products without breaking the bank.Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Join the POWER to Breakthrough Bootcamp > Join the next free training at ambitiousbookkeeper.com/training

Send us a textIn this video I'm demonstrating how to adjust bank balances when you're cleaning up a Xero bank reconciliation. We'll cover:spend money transactionsreceive money transactionsmanually reconciling transactionsconversion balances (adjusting the beginning balance)Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bbaBecome a Bookkeeper using Xero: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklistGrab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboardDon't want to manage your own books in Xero?Become a Client: ofcoursebookkeeping.com/contactVisit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaPodcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the POWER to Breakthrough Bootcamp > Join the next free training at ambitiousbookkeeper.com/training

Send us a textWe use OpenPhone instead of Google voice for 2FA codes and for client communication. I'll go over that in this video and show you our setup.Here's how to work around needing to pay for multiple users as your team grows:Make sure you have a central email inbox setup (like help@yourdomain.com or support@yourdomain.com) Give your entire team access to this (we save the login info in 1Password)Use this to create your account on OpenPhoneHave everyone download the Desktop and/or phone app and login with that central inboxTips:⚡️ We have a Zap that enters the client contact info into OpenPhone when they sign with us⏱️ Schedule text messages to clients for business hours✅ Mark things done when actioned to get them out of the inbox

Send us a textIn this interview episode, we're diving into the world of micro reporting and weekly client updates with Shea Keats and Michelle Röse from Breakaway Advising. If you've ever been curious about adding a personal touch to your client advisory, this one's for you!In this episode you'll hear:what micro reporting is all abouthow the concept of joy and compassion can revolutionize client relationships and business successtips on picking the right clients and services to match your business model and achieve your dreamy work-life balanceResources mentioned in this episode:Breakaway AdvisingLiveFlow144 | Breakaway from the old Franchise model with Shea + MichelleMeet Shea & MichelleShea Keats (CEO) and Michelle Röse (COO) are founders of Breakaway Bookkeeping + Advising, a company on a mission to bring joy to accounting for both the accountant and the client.Connect with Shea & Michelle

Send us a textIn this interview episode, I chat with Ryan Lazanis from FutureFirm about growth strategies and pricing tips to help streamline your firm. Whether you're just getting started or looking to scale, Ryan shares some golden nuggets on navigating the world of accounting business with ease and purpose.In this episode you'll hear:Ryan's journey from starting Zen Accounting to selling it and then launching FutureFirmcool ways to get clientshow to communicate pricing increases without annoying your clientstips on content creationthe importance of having a community to bounce ideas offResources mentioned in this episode:Future Firm NewsletterFuture Firm Accounting PodcastFuture Firm Accelerate (membership)Neil PatelMeet RyanRyan Lazanis, CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, Ryan started Future Firm which provides coaching, community and training to help accountants quickly scale a systematic firm of their own that improves their lifestyle. Ryan currently educates close to 10,000 firm leaders globally via his free weekly newsletter and coaches hundreds of successful accounting firms through his Future Firm Accelerate online coaching program.Connect with Ryan

Send us a textIn this interview episode we've got the incredible Erin Pohan joining us to talk all about her journey in accounting, and to share some exciting news about WAVE, the must-attend event for women in accounting this year!In this episode you'll hear:Erin's incredible journey from having just one side client to now running her very own bookkeeping firmall the exciting details about the upcoming WAVE conference in Seattlestrategies for making lasting connections at eventsResources mentioned in this episode:My performance at XeroconWomen in Accounting & Finance Entrepreneurs & Visionaries (WAVE) event in Seattle on May 22ndMeet ErinAs Founder of UpKeeping® and a proud student in The Ambitious Bookkeeper community, Erin is changing the old & boring stereotypes of the accounting industry. Erin and her team support new entrepreneurs and already-established small business owners by being their #1 financial cheerleader/concierge/communicator.When she's not trying to make accounting more “fun”, Erin loves traveling the world with her family, playing the violin, and convincing accounting students & professionals that owning an accounting firm is the American dream.Connect with ErinLinkedInWAVE: Women in Accounting & Finance Entrepreneurs & Visionaries event on May 22, 2025.Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the next free training at ambitiousbookkeeper.com/training

Send us a textWelcome to 1099 Season! If this is your first 1099 season, buckle up, I'm here to help! Tune in today to hear an overview of what to know about 1099s so you're armed with the confidence to take this on, and improve your processes for next year!In this episode you'll hear:All the types of 1099sReporting requirements, deadlines & thresholdsInternational vendorsAnd lots of tips and insights along the way!Resources mentioned in this episode:Confident Compliance BundleIRS PublicationTax1099Track1099Efile4BizIRS FIRE SystemThanks 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 @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the next free training at ambitiousbookkeeper.com/training

Send us a textResources mentioned in this episode:Client Profitability TrackerEpisode 129 | Planning for ProfitConfident Compliance Bundle (1099s)DubsadoThanks 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 @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this interview episode, we've got Emily Leahy sharing her incredible insights on managing energy in business, especially for us ambitious women out there. Forget the hustle; it's all about syncing with your personal cycles and making life work for you. You won't want to miss these gems!In this episode you'll hear:optimizing energy cycles, especially for women, and viewing performance through a feminine lenshow women are often perceived as more emotional at workwhy it's important to work with, not against, our natural rhythmsmanaging burnout by figuring out which energy "zone” you're inResources mentioned in this episode:Efficiency Archetype QuizWork with Emily 1:1Meet EmilyEmily Leahy is the founder of The Feminine Template and certified executive performance and leadership coach trained at Brown University. With over a decade of experience building companies and coaching simultaneously, she's connected the dots that truly matter. Living in San Francisco, Emily has supported side-hustling, VC-backed, bootstrapped female entrepreneurs and corporate leaders. This journey has shown her that women perform differently than men and possess dormant superpowers waiting to be activated. She's on a mission to leverage physiology to revolutionize work, wealth, and wellness for ambitious women. By aligning with natural cycles and rhythms, she helps women harness their energy, sustain optimal performance, and lead with innovation and influence.Connect with EmilyLinkedinThreadsWebsiteThanks 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 @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the next free training at ambitiousbookkeeper.com/training

Send us a textIn this interview episode, we've got the amazing Liz Wilcox joining us to spill her secrets on turning email followers into friends, and eventually, loyal clients.In this episode you'll hear:secrets on capturing leads through strategic social media moves and savvy website setupsDiscover the "email staircase" and turn your followers into pals, then clientshow Liz strategically places lead magnets all over a websitethe power of building a solid referral network and collaborating with other business ownersResources mentioned in this episode:Episode 56 ⎸ Infusing Personality into Your BusinessEpisode 13 ⎸ How to Use Email Marketing in Your Bookkeeping Business (Email Staircase)Email Marketing Membership (affiliate link)Meet LizThe Fresh Princess of Email Marketing, Liz Wilcox is an Email Strategist and Keynote Speaker showing small businesses how to build online relationships + make real money with emails. She's best known for selling a blog, turning a $9 offer into multiple six-figures (without ads), and helping you untangle the email “knot” with her simple framework, the Email Staircase. She loves the 90s, headbands, and the beach.Connect with Liz

Send us a textBy popular request, we've decided to air a summit presentation I did with Josie Parr, at her Profitable Lifestyle Firm Summit. I'm talking about crafting deliverables that matter for your clients. If you'd like to see the presentation slides, head over to my YouTube Channel!In this episode you'll hear how to:Maximize your valueShift your positioningAdd valueResources mentioned in this episode:ElevateGet on the waitlist for the next Profitable LifeStyle Firm SummitMeet JosieAfter putting in years of hard work at top 100 firms, Josie realized there was an opportunity to create a better way. She took a leap of faith and founded Josie Parr CPA LLC, a niche practice that is specifically focused on tax strategy clients.In her first year, she tripled her revenue goals, reduced her work hours to a part-time schedule, and spends every day doing what she loves: working in tax strategy.And now, her mission is to empower other tax professionals to transform into tax strategists by elevating their current skills and knowledge using the same proven systems and methods that brought her success.Connect with Josie

Send us a textIn this interview episode, I'm hanging out with marketing whiz Madelyn Furlong. We're diving into how to turn your clients into mega-fans that'll rave about your business. From personal touches to killer marketing strategies, we've got you covered.In this episode you'll hear:how having all your marketing needs handled by one team can save you tons of stress and timestories and tips on how adding a human touch can set your business aparthow to keep things ultra-organized to respect your clients' timeResources mentioned in this episode:Unreasonable Hospitality“3 Simple Strategies to Become More Visible, Get More Clients, and Increase Your Profit"ClickUpMeet MadelynHaving a standout marketing strategy doesn't mean you have to share a new post every day that end in -y!That's where Madelyn Furlong comes in. She helps small businesses create ShowIt websites and engaging social media content so they can turn their leads into sales.Madelyn uses her knowledge and experiences to help clients transform their customers into cheerleaders and take their business to the next level. By helping them create a standout website and social media, they can show up online with confidence.Madelyn works as a small business marketing strategist in small-town Wetumpka, Alabama where she enjoys hiking, reading, and spending time with family.Connect with Madelyn

Send us a textIn this solo episode, I'm diving into the world of Threads. Is it the next best thing for bookkeepers or just another time-sink? Let's figure it out together.In this episode you'll hear:the lowdown on what Threads ishow Threads can pull over your Instagram followershow, in just three months, Threads helped me land a bunch of podcast interviews, a guest workshop, and even snag some new clientstips on managing your time on ThreadsResources mentioned in this episode:Follow me on Threads! >>Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this interview episode, I chat with money guru Kara Perez about merging sustainable living with smart financial practices. If you've ever been curious how to save some green while going green, you'll love this one!In this episode you'll hear:practical, sustainable money practices that fit right into your life without breaking the bankadvice on tackling emotional money barriersreal-life stories on how folks save money while going greenhow Kara landed a book dealadvice on managing busy seasonsResources mentioned in this episode:Preorder Kara's book, Green MoneyGilmore Girls MoneyMeet KaraKara Perez is the founder of Bravely Go, a sustainability focused financial education company. Bravely focuses on bringing actionable, intersectional and accessible financial education to people who never learned the language of money. She is the author of the book, Green Money. Kara has been featured in the New York Times, Good Morning America Forbes, NPR, Glamour, ABC Nightline News, and US News and World Report as a financial expert. Additionally, for 2 years Kara co hosted the award winning podcast The Fairer Cents, which has been named the top money podcast for women by Forbes and The Balance.Connect with Kara

Send us a textIn this interview episode, we've got Nicole Ayub, the fabulous Wall Street Girl Next Door, sharing her insights on money stories, emotional hang-ups, and shaking off that pesky shame around finances. Get ready to dive deep and rethink your money mindset!In this episode you'll hear:why we're all feeling funky about our finances and how to fix ita money exercise that'll help you discover what's really going on in that wallet of yoursunderstanding your "money story”some real talk on financial shameResources mentioned in this episode:Brené BrownMeet Wall Street Girl Next DoorNicole's passion is to help people have a healthy relationship with their money. She currently works on Wall Street and she's been in the finance industry for over a decade and she has seen how we do not give people the support and resources they need to have a healthy relationship with their money. She created her brand so people can have a safe space to heal their relationship with money and talk about their struggles and overcoming them.Connect with Wall Street Girl Next Door

Send us a textIn this interview episode I chat with Corree Roofener about how defining your personal and business values can transform your life. From nature walks & spiritual growth to aligning ethics to enhance your business, we're diving deep into what truly matters!In this episode you'll hear:The overlap of business and personal valuesFoundational pillars of wealthAudit your values annuallyLeaving a legacy that's different from what society expectsResources mentioned in this episode:Find your values on Think2Perform.comFinancial Narrative WebinarMeet CorreeAs a Mother, Nana, Female Entrepreneur, Financial Coach and Passionate advocate for the Foster/Adopt community, Corree Roofener has devoted her life to empowering individuals to live authentically, boldly and intentionally.Driven by a passion to help others break free from the shackles of fear and judgment and recognizing the interconnectedness of mind, body and spirit, Corree excels and guiding others to begin to gain clarity about their stories with money one of our five foundational pillars. Her approach encompasses mental, emotional and physical well-being. Through personalized coaching, transformative workshops and inspiring speaking engagements, she equips her clients with tools to align their actions with their aspirations.“If you want something you've never had, You must be willing to do something you've never done.” ― Thomas JeffersonConnect with Corree

Send us a textIn this interview episode, we dive into the world of bookkeeping with a twist—neurodiversity. Join me as I chat with Aneisha Velazquez from Yellow Sky Bookkeeping. She's sharing her unique journey with autism and ADHD while offering tips on building better systems and communication. Grab a cup of coffee, and let's get into it!In this episode you'll hear:energy-focused schedulingthe art of setting boundaries in client work to keep your peace of mindhow to explain bookkeeping lingo in reports to clientsAneisha's journey of understanding autism and its impact on her career and clear communicationMeet AneishaAneisha is the owner and founder of Yellow Sky Bookkeeping. They specialize in cleaning up messy books for service providers so they can finally file taxes without losing all their free time. She's also neurodivergent. As an adult, she was diagnosed as Autistic with a side of ADHD.When she's not working in spreadsheets, she likes to read, learn about random topics, and take walks with her husband.Connect with Aneisha

Send us a textIn this interview episode, we're continuing our neurodivergent series and diving into the inspiring journey of Amy Burgess, a fellow neurodivergent and brilliant bookkeeper. If you're curious about building a business that truly reflects who you are and want some killer insights into making it happen, you don't wanna miss this one.In this episode you'll hear:newer bookkeeping biz ownerher path into bookkeepinghow bookkeeping works for ND mindtips for operating with AuADHDtips for new bookkeepersResources mentioned in this episode:The Bookkeeping Business Accelerator® VIPMeet AmyAmy is a neurodivergent bookkeeper and the founder of Jointly Balanced. Her boutique firm offers financial management services to socially conscious small business owners. Her passion is making finances more accessible, inclusive, and tailored to meet diverse needs.Connect with Amy

Send us a textThis is the first of a series we will be having on the podcast, all around neurodivergent businesses & bookkeepers. You can find these episodes by searching [ND] in brackets on our blog.In this episode you'll hear:How to declutter & create systems in your homeOperating a business with ADHDPlanning your day in your businessHow to support a business owner with ADHD as their bookkeeperResources mentioned in this episode:Decluttering at the Speed of Life (book)Meet MegsAs a professional organizer with ADHD, Megs understands the unique challenges and untapped brilliance of the ADHD brain. She's passionate about helping others with ADHD cultivate organized spaces that foster peace and ignite creativity. Beyond physical and digital organization, Megs is an ADHD coach and does digital decluttering sessions via zoom for clients with a focus on the power of self-belief – a core principle for thriving with ADHD.Megs is also a speaker, sharing her message of how ADHD can be a superpower when understood and embraced. When not organizing, you can find her with her two daughters, beloved pets, and supportive husband. She finds joy in yoga, singing, and coloring, reflecting her ongoing commitment to personal growth.Connect with Megs

Send us a textIn this interview episode, I'm chatting with Katy Murray, the brains behind the Gingerbiz Podcast. She's a powerhouse who's done it all—from professional photography to managing HR for a big company, and even launching her own business, Katie & Co. We first connected through Threads, and it turns out we have a lot to chat about when it comes to finding success without burning out.In this episode you'll hear:tips on slowing down to become more successful especially as a high-achieverhow to use social media intentionallyexamples of morning and nighttime routines that encourage self-carethe importance of adjusting goals based on personal or family prioritiesResources mentioned in this episode:ThreadsGinger Biz (Katy's podcast!)Meet KatyKaty Murray is a business owner, entrepreneur, Executive of Human Resources at a Private organization, mother, and wife. Receiving multiple awards and recognition for her Photography Talent, Katy's images have been featured in over 30 publications. Now, Co-Founder of 'Katy and Co, VA', Katy helps other businesses grow and meet their success. Katy has been a guest speaker at multiple Universities, on high-ranking Podcasts, and is the Host of her own Ginger Biz. On her podcast she shares all the tips and tricks to be successful in business, while also working full time, loving on her sweet family, and practicing self-care to maintain sanity. Katy is a fun-loving business guru who wants to share her passions with the world.Connect with Katy

Send us a textIn this interview episode, I'm catching up with Sharon Hefetz, who has an incredible story to share about her journey with multiple myeloma. She opens up about how she turned to self-care, mindfulness, and intentional living to navigate her diagnosis and achieve remission. Plus, we've got a special giveaway for you, so check out the show notes for all the details!In this episode you'll hear:importance of paying attention to your health & advocating for yourselfSharon's approach to her treatment & healing journeySharon's work as the Mindset Mama CoachSharon's "Living a Happy and Balanced Mama Life" journal & and its significanceResources mentioned in this episode:122 ⎸ Mastering your Inner Dialogue for Success and Happiness with Sharon HefetzLiving a Happy & Balanced Mom Life JournalDownload Sharon's FREE RECLAIM YOUR TIME Ebook for a chance to win the Journal: https://sharonhefetz.ck.page/2e23bc4935Meet Sharon Hefetz:As a dedicated mother, entrepreneur, author, and Mindset Coach with over a decade of experience, Sharon empowers women and busy mothers to reconnect with their authentic selves.In August of 2023, she was diagnosed with ultra high-risk Multiple Myeloma. This diagnosis underscored the immense value of the principles she'd been teaching. Every lesson on resilience, inner strength, and positive thinking prepared her for this personal battle. She realized the profound importance of self-love and how absent it was in her life. Genuine self-love transformed her approach to this challenge, emphasizing the need to truly listen to and act upon your intuition.Connect with Sharon

Send us a textThanks 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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Enroll in The Bookkeeping Business Accelerator HERE > Cohort Dates:September 17 - November 7, 2024

Send us a textIn 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 businessadvantages of hiring a tax specialistbenefits & drawbacks of offering tax servicesmy experience with tax servicesResources mentioned in this episode:My free training: https://www.ambitiousbookkeeper.com/trainingMy courses: https://www.ambitiousbookkeeper.com/storeThe Bookkeeping Business Accelerator® (BBA): https://www.ambitiousbookkeeper.com/vipEmail your question to support@ambitiousbookkeeper.com with the subject line “Podcast Question”My YouTube channel: http://www.youtube.com/@ambitiousbookkeeperThanks 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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Enroll in The Bookkeeping Business Accelerator HERE > Cohort Dates:September 17 - November 7, 2024

Send us a textWe've just come back from Xerocon 2024 Nashville, and i'm giving you a backstage pass to the innerworkings 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 XeroconScotty's journey rapping about accountingget to see the actual performance (if you watch the episode on YOUTUBE HERE)Resources mentioned in this episode:Episode 200 of Accounting HighEpisode 72 with ScottyMeet Scotty ‘OKR' ScaranoScotty is the host (rapping custodian) of the Accounting High Podcast, the owner of Padgett NC, a franchised accounting firm.Connect with ScottyConnect with him on Twitter: https://twitter.com/scottscaranoConnect on LinkedIn: https://www.linkedin.com/in/scottscaranoThanks 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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the Power to Breakthrough Bootcamp > Aug 19 - 23rd | 12 PM Eastern Daily Register for the Bookkeeping Biz Workshops HERE>Workshops Dates: Aug 26 - Sep 3 @ 11am PT daily(Day 1) Aug 26 - Pre-party(Day 2) Aug 27 - What it Really Takes(Day 3) Aug 28 - All About That Tech(Day 4) Aug 29 - Creating a Business, not a J.O.B.(Day 5) Aug 30 - Q&A(Day 6) Sep 3 - Masterclass: Selling Without the Sleaze

Send us a Text Message.In this spotlight episode, Rebekah Poirier, founder of Serenity CFO Solutions, shares her journey from the corporate world to entrepreneurship. We're getting into how she's using social media to get clients, the perks of running your own business, and how the Bookkeeping Business Accelerator (BBA) program has been a game-changer!In this episode you'll hear:Rebekah's transition from corporate to starting a businesssocial media marketingbenefits of running your own businessthe intrinsic value of the BBA program in shaping mindsetcommunity support within the BBA program and how it compares to other groups & programsResources mentioned in this episode:The Bookkeeping Business Accelerator®UpworkFiverrQuickBooks (affiliate link)AsanaMeet RebekahRebekah Poirier is owner and founder of Serenity CFO Solutions LLC, providing virtual bookkeeping and accounting services to restaurants, retailers, and wholesale distributors all over the U.S.Connect with Rebekah

Send us a Text Message.In this Spotlight episode I'm shining the spotlight on one of my BBA students, Nicole Robb. She talks about how BBA played a pivotal role in building confidence, finding the right clients, and getting invaluable support from the BBA community. Tune in to hear what BBA can do for you!In this episode you'll hear:Nic's journeythe importance of being patient and making connections to gain clientsthe value of having community support in managing difficult situationsspecific aspects of BBA & their relevance to building and growing a successful bookkeeping businessResources mentioned in this episode:The Bookkeeping Business Accelerator® (BBA)ElevateKickoff with Asana by Alyssa Lang (affiliate link)QuickBooks (affiliate link)Meet NicNic has over 10 years of experience in bookkeeping, along with admin work as well. She worked for QBO during COVID, and started her business 2019. Her niche used to be in Real Estate, but now she serves a variety of clients including a Hair Salon, Consultant, Property Manager, RE Agents, and some RE.Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the Power to Breakthrough Bootcamp > Aug 19 - 23rd | 12 PM Eastern Daily Register for the Bookkeeping Biz Workshops HERE>Workshops Dates: Aug 26 - Sep 3 @ 11am PT daily(Day 1) Aug 26 - Pre-party(Day 2) Aug 27 - What it Really Takes(Day 3) Aug 28 - All About That Tech(Day 4) Aug 29 - Creating a Business, not a J.O.B.(Day 5) Aug 30 - Q&A(Day 6) Sep 3 - Masterclass: Selling Without the Sleaze

Send us a Text Message.In this solo episode I delve into the concept of ambition, sharing reflections on personal success, fulfillment, and the evolving priorities of life. Tune in if you're ready to reevaluate what success means to you!In this episode you'll hear:what ambition meansdefining success for yourselfbalancing ambition with life seasonsorigin of the name ‘Ambitious Bookkeeper'Resources mentioned in this episode:Follow me on YouTube to watch the podcast in video format!Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the Power to Breakthrough Bootcamp > Aug 19 - 23rd | 12 PM Eastern Daily

Send us a Text Message.Resources mentioned in this episode:Content snareLoomTangoScribe howNotionBreakthroughWorkflows in a weekendElevateThanks 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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitiousAugust 21 - 25Daily Sessions: 12 PM EasternDaily Q&As: 5 PM EasternFOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!

Send us a Text Message.In this interview episode, I'm chatting with my biz bestie, Alyssa Lang (Workflow Queen)! Introducing…The Alyssa + Serena Show: Part 1. We reflect on personal & professional experiences, offering valuable insights and strategies for navigating the world of bookkeeping and entrepreneurship.In this episode you'll hear:Serena's and Alyssa's business strategies & approachesFeeling overwhelmed and unmotivated after a breakEmpowering team membersSerena and Alyssa's evolving friendship & business relationshipReevaluating life experiences and priorities in work and lifeAdvice for setting up and delegating tasks in a firmResources mentioned in this episode:Breakthrough for bookkeepers and accountants (affiliate link)Free training → ambitiousbookkeeper.com/trainingMeet AlyssaAlyssa, aka the Workflow Queen, teaches bookkeepers and accountants how to utilize tech and automation to create better workflows, systems and processes. As a result they can run their practices on autopilot, stress less and save time!Connect with Alyssa

Send us a Text Message.In this strategy episode, I coach Becky Hesson through some business roadblocks. We delve into challenges with marketing, managing people, and seeking better and more efficient ways of doing things. If you have a team, you'll definitely wanna tune into this one!In this episode you'll hear:the challenge of ensuring consistency in monthly reportsuse of automation tools for improving processesrecommendations for handling client responses & setting deadlinesopen-door policy, regular one-on-one meetings, and mentorship for team memberssolutions for transitioning responsibilitiesResources mentioned in this episode:Kickoff with Asana (affiliate link)AsanaNotionContent Snare (affiliate link)Xero AskSlackTeamsElevateBreakthrough (affiliate link)Meet BeckyANJUDI3 was founded to provide exceptional bookkeeping services to specialty beverage creators. The name comes from using the first two letters of each of the German exchange students' first names with whom Founder Becky Hesson was lucky enough to spend their junior year in high school. Becky started ANJUDI3 because she wanted to show the girls she hosted that they can do whatever they want to do using their positivity! Anja, Julia and Diana will always have a special place in her heart and will always be her special daughters!Connect with Becky

In this solo episode I take you step by step through the onboarding process, outlining the various phases from capturing leads to gathering documents and starting the cleanup. Tune in to gain actionable tips and strategies for a seamless onboarding process and make sure to catch the YouTube videos linked in the show notes for an even deeper dive into the subject!In this episode you'll hear:steps in the onboarding workflowsetting up question forms on your websitemodifying onboarding process for clients on Upworksetting expectations during onboardingResources mentioned in this episode:Behind the Scenes of my Dubsado YouTube VideoHow to Get Clients on Upwork YouTube VideoDubsado (affiliate link)Dubsado Decoded - 20% off thru 7/31!!Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Dubsado Decoded Summer Sale (20% off) CLICK HERE

Resources mentioned in this episode:Some of these are affiliate links.Dubsado CRMDubsado Decoded CourseFree Onboarding TemplatesThe Bookkeeping Client CloserThe Bookkeeping Biz WorkshopsThe Bookkeeping Business Accelerator®ElevateKickoff with Asana for Bookkeepers & AccountantsHello Sign/Dropbox SignAdobe AcrobatPDF ExpertHoneyBookGoogle WorkspaceCanvaAcuityZapierAsanaSlackThreads - follow me @ambitiousbookkeeperThanks 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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Dubsado Decoded Summer Sale (20% off) CLICK HERE Join the next free training at ambitiousbookkeeper.com/training

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 clientsuse of lead capture form for client assessmentchallenges of running a solo firm without burning outproposal process, including steps for reviewing, approving, sending, adding contracts, generating invoices, and sending confirmation and intake emailscollaboration with Linden Square Co for personalized client giftsResources mentioned in this episode:Dubsado DecodedDubsado (affiliate link)Meet CorrieCorrie 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

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 informationInformation you should have on your proposalsWhen the best time is to implement a system like Dubsado for onboardingResources mentioned in this episode:Dubsado (affiliate link)Dubsado Decoded - 20% off right now!!Meet KendraDubsado 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

On Epsisode 154 I'm sharing another Q&A from the archives!You'll hear me answer questions and jam on topics like:CybersecuritySetting up a small practiceswitching clients from month to month from a catch upthe importance of locking previous periods (are you doing this for your clients?!)various integration discussions, andthe possibility of planning a XeroCon MeetupThanks 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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

In this episode you'll hear:How to stay focusedHow I stay organized & plan my workSetting your calendar up for your cycle and energy levelsResources mentioned in this episode (some are affiliate links):Pomodoro timerPassion Planner - make sure to link their sample weekly spreadThanks 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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

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 & softwareimportance of cooperation during client handoffrecognizing when you can't serve a client's needsseeking feedback & testimonials in a neutral or positive partingResources mentioned in this episode:Bookkeeping Business Accelerator®Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join James Wedmore's FREE training: The Rise of the Digital CEO HERE>

This solo episode is inspired by a question from our community about wrangling client communication and staying organized. Tune in to hear some practical advice to keep you out of your inbox and your business running smoothly!In this episode you'll hear:managing client emailsstreamlining client communicationutilizing central client care inbox for team visibilityprioritizing discussions with clientsusing tools like Hubdoc or DextResources mentioned in this episode:HubdocDextOpenPhone (affiliate link)VoxerThanks 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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join James Wedmore's FREE training: The Rise of the Digital CEO HERE>

In this Q&A episode, we go over effective onboarding strategies to reduce turnover, and the importance of creating engaging content for your niche. Plus, get advice on how to communicate effectively with clients through structured emails and reports.In this episode you'll hear:some 1099 tipstips for onboarding & training new employeesLinkedIn content & communicationhow to provide & explain monthly reports to clientsoffering calls/meetings to clientsworking with insurance brokersResources mentioned in this episode:The Bookkeeping Business Accelerator®ElevateThanks 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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join James Wedmore's FREE training: The Rise of the Digital CEO HERE> Join the next free training at ambitiousbookkeeper.com/training