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Send us a textIt's the 200th episode of The Ambitious Bookkeeper Podcast and Serena pulls back the curtain on her bookkeeping firm's 2024 performance, sharing both the wins and challenges. She gets real about client churn, revenue growth, personal struggles with mold toxicity, and the hard lessons learned about communicating with clients who aren't taking crucial financial advice.In this episode you'll hear:Client management reality check - How one client's bankruptcy and fraud issues led to major communication style changesPersonal health struggles - Living in toxic mold for 2 years and how it affected business decisions and energy levels2025 strategy shifts - Moving away from high-ticket CFO services toward team-handled base packages for better work-life balanceResources mentioned in this episode:Episode 175 | Threads: Is it Worth it? https://youtu.be/Ola7HlpRy2UElevate: https://www.ambitiousbookkeeper.com/elevateElevate Mastermind (only for program graduates)Dubsado Decoded (with Kendra Courtney): https://kendracourtney.com/dubsado-decoded/AI Unlocked Summit registration: https://ambitiousbookkeeper--gemmabonhamcarter.thrivecart.com/ai-unlocked/619bde31ff59d/Bookkeeping Biz Workshops (launching August 2025)Xero, QBO, Hubdoc, ChatGPT, Asana, Airtable, TaxJar, A2X, DubsadoBusiness by Design (James Wedmore's program): https://www.jameswedmoretraining.com/Xero Con, Podcasting Moms Conference, BBD Live, Wave SeattlePrescott Area Young ProfessionalsThanks 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: To fill out The State of Virtual Bookkeeping Survey, click HERE.For each response, I'll be donating $1 to charity: water. Learn more here. Join the next free training at ambitiousbookkeeper.com/training

Send us a textThis episode comes from April's Live Q&A session, where Serena answered various questions from bookkeepers about pricing strategies, software recommendations, financial statement presentation, and business growth challenges.In this episode you'll hear:Learn how to confidently set your prices for bookkeeping setups and avoid underchargingDiscover effective ways to present financial statements that truly benefit your clientsFind out how to balance multiple professional identities on LinkedInGet strategies for taking a break from your bookkeeping business without losing clientsResources mentioned in this episode:Podcast episode: "177 | Crafting Deliverables That Matter" https://youtu.be/sb_9SYI82h0The Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bbaElevate program: https://www.ambitiousbookkeeper.com/elevateEmail subscription: https://www.ambitiousbookkeeper.com/subscribePayment processors: Stripe, PayPal, GoCardless, PlutoWorkflow Queen (Alyssa Lang): https://www.workflowqueen.comAccounting software: Xero, QuickBooks, WavePayroll: GustoClient management: DubsadoSpotify playlists for The Ambitious Bookkeeper PodcastThanks 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 fill out The State of Virtual Bookkeeping Survey, click HERE.For each response, I'll be donating $1 to charity: water. Learn more here. Join the next free training at ambitiousbookkeeper.com/training

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

EPISODE 402. Ever wonder why "healthy eating" advice just doesn't seem to fit your brain—or your life? In this jam-packed episode, Katie sits down with neurodivergence nutrition expert Sam Berkowitz MPH, RD, LDN, to unmask the challenges (and unexpected solutions) for neurodivergent folks navigating food, body image, and overwhelming nutrition noise. If you or someone you love struggles with rigid thinking, sensory food aversions, or the stress of diet culture, this conversation just might change how you approach nourishing your body—for good.What We Cover:What neurodivergence really means, how it overlaps with eating challenges, and why a one-size-fits-all approach falls flatHow to break free from all-or-nothing food rules and find structure and flexibility that actually works for unique brainsThe truth about processed foods, sugar, social media fear-mongering—and how to protect your mental (and nutritional) health from all the noiseConnect with Sam:Website | www.unmasked-nutrition.com Podcast | www.unmasked-nutrition.com/blogConnect with Katie:Meal Prep Like a Pro Without Obsessing Over Every Bite | www.katiehake.com/prepJoin our FREE 5-Day Walking Challenge | Walk with Me!Text me your AHA moment from today's episode!

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

“We are creating a workplace where dreams are not only supported but celebrated.”In this episode, Jessica Pfau, CEO of Lighthouse Behavioral Wellness Centers, shares how the Dream Manager Program has become a vital part of her organization's culture. Jessica explains how investing in her team's personal growth has led to remarkable success—both for employees and the company. From handling personal challenges like a cancer diagnosis to growing the company from 150 to nearly 400 employees, Jessica demonstrates how focusing on the well-being and dreams of her staff leads to a thriving work environment.In this episode, you'll discover:How the Dream Manager Program fosters personal and professional developmentStrategies for navigating adversity while leading a companyHow aligning personal dreams with work goals drives successInvest in a coach to achieve your dreams: https://www.floydcoaching.com/Discover how to implement The Dream Manager Program:https://www.thedreammanager.com/Things to listen for:(00:00) Intro(01:15) Lighthouse's work with Floyd Coaching(03:00) Overcoming personal and professional challenges while leading(06:30) The power of the Dream Manager Program in employee development(09:00) How leadership drives a values-based culture(11:45) The role of trust and transparency in the workplace(14:00) Personal growth and team success through The Dream Manager(17:00) How to implement The Dream Manager Program effectively(20:00) Reflections on leadership, personal dreams, and company successResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the GuestJessica Pfau's LinkedInLighthouse Behavioral Wellness CentersConnect with the Host & Floyd Coaching:Kate Volman's LinkedInFloyd Coaching on LinkedInFloyd Consulting on FacebookFloyd Consulting on TwitterFloyd Consulting on YouTubeFloyd Consulting on Instagram

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

“I would like to contribute to a world where people are better at solving the right problems.”In this episode of Lead with Culture, Thomas Wedell-Wedellsborg, author of What's Your Problem? and expert in the art of reframing, joins Kate Volman to explore why so many leaders struggle to identify the real problems holding their teams back despite their experience. He explains how reframing can be a quick, powerful, and repeatable practice that improves collaboration, decision-making, and innovation.In this episode, you'll discover:Why reframing is the overlooked superpower of great leadersHow to apply Thomas's five-step method to real-life workplace (and personal) challengesSimple strategies to make problem-solving a team-wide habitInvest in a coach to achieve your dreams: https://www.floydcoaching.com/Discover how to implement The Dream Manager Program:https://www.thedreammanager.com/Things to listen for:(00:00) Intro(02:20) Challenges leaders face today(04:52) The importance of reframing problems(13:50) Developing a problem-solving framework(24:38) Understanding the components of effective leadership(25:23) Rethinking goals and success(26:13) The power of reframing problems(32:43) Exploring bright spots and personal examples(44:05) Maintaining momentum and practical applicationsResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the Guest:Thomas Wedell-Wedellsborg's LinkedInThomas Wedell-Wedellsborg's Official WebsiteThomas Wedell-Wedellsborg's booksAre You Solving The Right Problems?Connect with the Host & Floyd Coaching:Kate Volman's LinkedInFloyd Coaching on LinkedInFloyd Consulting on FacebookFloyd Consulting on TwitterFloyd Consulting on YouTubeFloyd Consulting on Instagram

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)

“When they come into work now, they're happy and excited because work is not just an obligation; it's helping them achieve their dreams.”In this episode, Alyssa Ruble, Dream Manager at Chick-fil-A Greenwood, shares how The Dream Manager Program is transforming the culture at Chick-fil-A by investing in employees' personal and professional growth. Alyssa discusses how this unique program empowers team members to achieve their dreams and develop skills that not only improve their lives but also contribute to the organization's success. She explains the challenges and rewards of rolling out The Dream Manager Program, the hesitations employees initially had, and how trust and commitment ultimately turned it into a cornerstone of their workplace culture.In this episode, you'll discover:How The Dream Manager Program creates a culture of support and growthThe power of leadership involvement in personal developmentWays to overcome skepticism and build trust in innovative programsInvest in a coach to achieve your dreams: https://www.floydcoaching.com/Discover how to implement The Dream Manager Program:https://www.thedreammanager.com/Things to listen for:(00:00) Intro(01:15) Meet Alyssa Ruble: Dream Manager at Chick-fil-A(02:30) The impact of the Dream Manager Program(05:00) Overcoming skepticism and building trust(08:15) Employee growth through the Dream Manager sessions(10:00) Leadership involvement in personal development(12:45) Creating a culture of recognition and support(15:30) The future of Dream Manager at Chick-fil-A(18:00) The role of community and connection in employee success(20:00) The importance of acknowledging each other's dreams(22:30) The long-term impact of the Dream Manager programResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the GuestAlyssa Ruble's LinkedInChick-fil-AConnect with the Host & Floyd Coaching:Kate Volman's LinkedInFloyd Coaching on LinkedInFloyd Consulting on FacebookFloyd Consulting on TwitterFloyd Consulting on YouTube

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

Content burnout is real, especially for bloggers juggling blog posts, social media, email marketing, and more. The pressure to constantly create fresh content can feel overwhelming. But what if you could get more content out of every blog post you write? That's exactly what today's guest, Krystle Straub, shared on the Ultimate Blog Podcast. She's an expert in content repurposing who shares her best strategies for turning one blog post into multiple pieces of content – saving you time and helping prevent content burnout.

“True leisure is a condition of the soul, not the absence of work.”In this special episode of Lead with Culture, host Kate Volman invites us to reflect on the life-changing message in Matthew Kelly's book Slowing Down to the Speed of Joy. Drawing from the book's powerful themes, Kate explores why so many leaders struggle with rest, what real leisure looks like, and how embracing stillness can lead to a more joyful, human way of living.In this episode, you'll discover:Why work is easier than leisure—and why that's a problemHow rest can help you show up as your best selfThe joy of doing things with no outcome attachedInvest in a coach to achieve your dreams: https://www.floydcoaching.com/Discover how to implement The Dream Manager Program:https://www.thedreammanager.com/Things to listen for:(00:00) Intro(01:00) “Slowing down to the speed of joy isn't just a book, it's a way of life”(03:00) “Leisure teaches us to become a person oriented toward the whole of reality”(04:00) Why we're bad at leisure(05:00) What leisure actually looks like for you(06:00) “Work is easier than leisure”(07:00) Joy as a source of energy(08:00) “Leisure requires that we learn to do nothing”(09:00) Two questions to help you slow downResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the Host & Floyd Coaching:Kate Volman's LinkedInFloyd Coaching on LinkedInFloyd Consulting on FacebookFloyd Consulting on TwitterFloyd Consulting on YouTubeFloyd Consulting on Instagram

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

“Sometimes the greatest memory an employee might have in their career is receiving direct recognition from a C-level employee or a leader in an organization.”In this episode of Lead with Culture, Aaron Johnson, Culture Advocate at Bucketlist Rewards and Recognition, joins Kate Volman to discuss the powerful role of recognition in creating a dynamic culture and retaining top talent. Aaron explains how personalized rewards and real-time appreciation make employees feel truly valued, whether they work on-site, remotely, or across multiple locations. He also shares strategies for gathering the right data, tailoring rewards to each person's life stage, and ensuring leadership sets the tone by actively participating in the recognition process.In this episode, you'll discover:The importance of personalized rewards that adapt to different life stagesWays leadership involvement amplifies the impact of any recognition programSimple methods to start building a culture of appreciation todayInvest in a coach to achieve your dreams: https://www.floydcoaching.com/Discover how to implement The Dream Manager Program:https://www.thedreammanager.com/Invest in a coach to achieve your dreams: https://www.floydcoaching.com/Discover how to implement The Dream Manager Program:https://www.thedreammanager.com/Things to listen for:(00:00) Intro(01:01) Meet Aaron Johnson: culture advocate(01:10) The Bucket List Rewards program(03:16) The impact of recognition on employees(04:47) Challenges in employee recognition(07:32) Personalized rewards and employee surveys(09:56) Retention and engagement strategies(11:36) Remote work and communication tools(13:09) Creative recognition ideas(13:21) Leadership involvement in recognition(14:14) The Dream Manager Program(14:53) Identifying key roles in recognition(15:19) Successful recognition practices(20:42) Implementing recognition programsResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the GuestAaron Johnson's LinkedInBucketlist's Official WebsiteConnect with the Host & Floyd Coaching:Kate Volman's LinkedIn

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)

“As soon as you start dreaming and you complete a dream, that's a win. And you can build off of that and you can start seeking out more dreams that you want to achieve.In this episode of Lead with Culture, Patty Croom, Human Resources Director at Lehan Drugs, returns to share how The Dream Manager Program continues to shape their workplace two years after implementation. With nearly half of employees participating, the program has strengthened engagement, personal growth, and company culture. Patty highlights Certified Dream Manager Jenelle Robers' role in creating a supportive environment where employees achieve both big and small wins. She also reflects on her own journey of writing and publishing a book, an experience that brought both challenge and inspiration.In this episode, you'll discover:How the Dream Manager Program transforms workplace cultureStories of personal growth and its ripple effect on engagementWhy investing in employee dreams leads to a thriving organizationInvest in a coach to achieve your dream: https://www.floydcoaching.com/Things to listen for:(00:00) Intro(01:31) The impact of The Dream Manager program(04:22) Jenelle's role and contributions(07:19) Measuring the ROI of the program(14:55) Patty's personal dream journey(16:20) The experience of publishing a book(18:32) The emotional impact of sharing stories(21:54) Highlighting dreamers at Lehan Drugs(27:19) The gift of coachingDiscover how to implement The Dream Manager Program:https://www.thedreammanager.com/Invest in a coach to achieve your dreams: https://www.floydcoaching.com/Resources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the GuestPatty Croom's LinkedInLehan Drugs Official WebsiteConnect with the Host & Floyd Coaching:Kate Volman's LinkedInFloyd Coaching on LinkedInFloyd Consulting on FacebookFloyd Consulting on TwitterFloyd Consulting on YouTube

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)

“A workplace where employees dream bigger is a workplace that thrives.”In this episode of Lead with Culture, Eric Guy, a newly certified Dream Manager at The Pavement Group, joins Kate Volman to explore how coaching employees to uncover their dreams can transform company culture. Too often, people stop dreaming—whether due to routine, stress, or lack of encouragement. But when leaders help their teams rediscover their dreams, engagement and performance soar. They talk about the power of investing in employees' personal growth, how companies benefit from a dream-driven culture, and why mentorship and coaching are key to unlocking potential.In this episode, you'll discover:Why so many employees forget how to dreamHow leaders can create a culture of encouragementThe impact of personal growth on workplace engagementInvest in a coach to achieve your dream: https://www.floydcoaching.com/Things to listen for:(00:00) Intro(02:00) Why employees struggle to define their dreams(05:30) How coaching transforms workplace engagement(09:45) The connection between mentorship and performance(14:20) How The Pavement Group is implementing Dream Coaching(18:00) Why leaders should invest in personal development(22:30) The long-term impact of a dream-driven cultureDiscover how to implement The Dream Manager Program:https://www.thedreammanager.com/Invest in a coach to achieve your dreams: https://www.floydcoaching.com/Resources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the Guest:Eric Guy's LinkedInConnect with the Host & Floyd Coaching:Kate Volman's LinkedInFloyd Coaching on LinkedInFloyd Consulting on FacebookFloyd Consulting on TwitterFloyd Consulting on YouTubeFloyd Consulting on Instagram

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

“The first solution isn't always the best one—make sure you're solving the right problem.”In this episode of Lead with Culture, Tony Ferraro, Director of Coaching at Floyd, joins Kate Volman to explore why leaders and teams often focus on the wrong problems. Too often, instead of uncovering the root cause, they jump straight to solutions that may not address the real issue. So, how can we break this cycle? By asking better questions, challenging assumptions, and avoiding the trap of first-option bias.In this episode, you'll discover:How to determine if you're solving the right problemThe hidden dangers of defaulting to the first solutionWhy asking “What else could the problem be?” can transform your approachInvest in a coach to achieve your dream: https://www.floydcoaching.com/Things to listen for:(00:00) Intro(01:15) Why most leaders solve the wrong problems(03:45) The ESPN commercial that perfectly explains this issue(07:10) The mistake of assuming the first answer is right(12:20) How great coaches help leaders find the real problem(16:45) The role of process vs. outcome in problem-solving(20:30) Why constraints lead to better solutionsDiscover how to implement The Dream Manager Program:https://www.thedreammanager.com/Invest in a coach to achieve your dreams: https://www.floydcoaching.com/Resources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the Guest:Tony Ferraro's LinkedInConnect with the Host & Floyd Coaching:Kate Volman's LinkedInFloyd Coaching on LinkedInFloyd Consulting on FacebookFloyd Consulting on TwitterFloyd Consulting on YouTubeFloyd Consulting on Instagram

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 >

“Before you know it, a small win becomes a dream.”In this episode of Lead with Culture, Chris DeVlieger, Vice President of Enrichment and Dream Manager at The Suter Company, explores how The Dream Manager program has reshaped workplace culture and employee engagement.Since implementing the program in 2017, Chris has led the charge in building a dedicated Dream Manager team, helping employees achieve personal and professional dreams, and strengthening retention with remarkable results. From financial breakthroughs to personal growth, her stories highlight the impact of investing in people beyond their job titles.In this episode, you'll discover:How The Dream Manager Program boosts retention and workplace cultureInspiring stories of employees achieving life-changing dreamsPractical steps to start a Dream Manager program in your organizationDiscover how to implement The Dream Manager Program:https://www.thedreammanager.com/Invest in a coach to achieve your dreams: https://www.floydcoaching.com/Things to listen for:(00:00) Introduction (01:14) The journey of implementing The Dream Manager program(02:06) The Suter Company: A century of excellence(03:08) Building a team of Dream Managers(05:26) The Dream Manager's effect on retention rates(07:41) Strategic programs for employee dreams(15:08) Measuring success(21:37) Stories of dreams achieved(30:21) The gift of leadershipResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the Guest:Chris DeVlieger's LinkedInThe Suter Company on LinkedInThe Suter Company's Official WebsiteConnect with the Host & Floyd Coaching:Kate Volman's LinkedInFloyd Coaching on LinkedInFloyd Consulting on FacebookFloyd Consulting on TwitterFloyd Consulting on YouTubeFloyd Consulting on Instagram

“We want people that are dreaming even before they get to our company. That way, they seamlessly fit into our culture.”In this episode of Lead with Culture, Travis Snyder, Dream Manager at A1 Garage, shares how The Dream Manager program is transforming workplaces by helping employees set and achieve meaningful goals. With experience leading the program at two different organizations, Travis discusses how fostering a “culture of dreams” fuels engagement, retention, and personal growth. From financial freedom to career advancement, the impact is undeniable.In this episode, you'll discover:How a dream-focused culture drives employee successThe ripple effect of goal-setting and accountabilityWhy investing in personal growth leads to business growthInvest in a coach to achieve your dream: https://www.floydcoaching.com/Things to listen for:(00:00) Intro(01:46) Differences in implementing the Dream Manager program(03:11) Scaling the Dream Manager program for larger teams(07:42) Creating a culture of dreaming in the workplace(10:40) The ripple effect of dreaming and its impact on others(14:44) Reframing self-limiting beliefs and overcoming roadblocks(15:52) The role of accountability partners in achieving dreams(16:33) Key success stories and program milestones(20:27) The impact of the Dream Manager program on retention and engagementDiscover how to implement The Dream Manager Program:https://www.thedreammanager.com/Invest in a coach to achieve your dreams: https://www.floydcoaching.com/Resources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the Guest:Travis Snyder's LinkedInA1 GarageConnect with the Host & Floyd Coaching:Kate Volman's LinkedInFloyd Coaching on LinkedInFloyd Consulting on FacebookFloyd Consulting on TwitterFloyd Consulting on YouTubeFloyd Consulting on...

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

  “Don't just ask the question, but really get to their part in the process so you understand who they are.”In this episode of Lead with Culture, Kristi Skutvik, co-founder of Workvibes and an expert in leadership and hiring strategy, shares why hiring isn't just about filling a role, it's about shaping the future of an organization. Kristi talks about the common mistakes hiring managers make, the impact of AI on job interviews, and the importance of self-awareness in both leaders and candidates. She also shares the power of asking the right questions, using personality assessments effectively, and fostering a culture that helps employees thrive.In this episode, you'll discover:The biggest hiring mistakes leaders make and how to avoid themHow personality assessments help build high-performing teamsWhy self-awareness is key to making better hiring decisionsThings to listen for:(00:00) Intro(01:56) Kristi's journey in HR(05:51) Challenges in remote work and connection(14:34) Leadership and accountability(19:31) The importance of vulnerability in leadership(20:16) Surprising stories from HR(23:03) The art of decision making(25:42) Effective hiring practices(31:32) Building a positive workplace cultureDiscover how to implement The Dream Manager Program:https://www.thedreammanager.com/Invest in a coach to achieve your dreams: https://www.floydcoaching.com/More resources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the GuestKristi Skutvik's LinkedInWorkvibesSkutvik Consulting

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

“Be the person you needed on your worst day.”In this episode of Lead with Culture, Andrew Reitmeyer, author of Leadership Lessons from Classic Literature: The Odyssey, shares how vulnerability, humility, and trust are the foundations of impactful leadership. Drawing on timeless lessons from The Odyssey and his own leadership journey, Andrew and Kate discuss strategies for adapting your leadership style, fostering meaningful connections, and empowering your team to pursue their dreams. Together, they highlight how embracing mistakes and focusing on servant leadership can transform workplace culture.In this episode, you'll discover:Why vulnerability and humility are key to leadership successHow empowering your team's dreams builds engagementLessons from The Odyssey that apply to modern leadershipDiscover how to implement The Dream Manager Program:https://www.thedreammanager.com/Invest in a coach to achieve your dreams: https://www.floydcoaching.com/Things to listen for:(00:00) Intro(00:38) The journey to writing a book(02:06) Leadership lessons from The Odyssey(03:35) Impact of the Dream Manager Program(06:33) Why workplace dreams matter(10:05) The writing process and overcoming obstacles(17:03) Why micromanagement fails(23:02) Vulnerability in leadershipResources:The Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the Guest:Andrew's LinkedInConnect with the Host & Floyd Coaching:Kate Volman's LinkedInFloyd Coaching on LinkedInFloyd Consulting on FacebookFloyd Consulting on TwitterFloyd Consulting on YouTubeFloyd Consulting on Instagram

“ People still have their lives and their dreams in the background, and you're getting a portion of that person if you don't invest in all of them.”In this episode of Lead with Culture, Deenya Craig, Director of Organizational Culture and Engagement at Lutheran Social Service of Minnesota, shares how The Dream Manager Program has transformed her organization. As a certified Dream Manager, Deenya reveals how empowering team members to pursue their dreams has elevated engagement, productivity, and overall workplace culture.Deenya explores the ripple effects of the program, from helping employees achieve life-changing goals like buying a home and losing weight, to fostering deeper self-awareness and creating a waiting list of eager participants. Deenya shows through heartfelt stories and actionable insights how investing in the whole person can create a thriving culture.In this episode, you'll discover:How the Dream Manager Program transforms workplace cultureStories of growth and the Program's lasting impactWhy investing in employee dreams drives successDiscover how to implement The Dream Manager Program:https://www.thedreammanager.com/Invest in a coach to achieve your dreams: https://www.floydcoaching.com/Things to listen for:(00:00) Introduction and emotional breakthroughs(01:26) Deenya's role and experience(03:01) Impact on team members(04:24) Leadership and program expansion(05:48) Personal growth and certification(11:52) Dreams and achievements(23:36) Why do our team's dreams matter?Resources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the Guest:Deenya Craig's LinkedInLutheran Social Service of Minnesota on LinkedInLutheran Social Service of Minnesota Official WebsiteConnect with the Host & Floyd Coaching:Kate Volman's LinkedInFloyd Coaching on LinkedInFloyd Consulting on FacebookFloyd Consulting on TwitterFloyd Consulting on YouTube

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

“Pick one thing that aligns with your purpose—it's the key to lasting success.”In this episode of Lead with Culture, Michele Marquis, Senior Executive Coach at Floyd Consulting, shares how to stay motivated and focused on achieving your dreams, whether it's a new year's resolution or a long-term goal. Drawing from their extensive coaching experience, Michele and Kate share practical advice on setting SMART goals, celebrating small wins, and staying accountable. Together, they highlight the importance of self-awareness, grace, and choosing the “one thing” that can create a meaningful ripple effect in your life.In this episode, you'll discover:How to select one impactful goal for your lifeWhy celebrating milestones leads to sustained motivationThe power of accountability in achieving your dreamsThings to listen for:(00:00) Intro(01:22) Why resolutions often fail(04:31) How to choose the “one thing”(10:40) Gamifying your progress(15:39) Celebrating small wins effectively(17:55) The role of accountability partners(19:22) Giving yourself grace to growDiscover how to implement The Dream Manager Program: https://www.thedreammanager.com/Invest in a coach to achieve your dreams: https://www.floydcoaching.com/Resources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the Guest:Michele Marquis's LinkedInConnect with the Host & Floyd Coaching:Kate Volman's LinkedInFloyd Coaching on LinkedInFloyd Consulting on FacebookFloyd Consulting on TwitterFloyd Consulting on YouTubeFloyd Consulting on Instagram

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

In this episode of The Paul Taylor Podcast, I sit down with Performance Psychologist, author, facilitator, and coach, Graham Winter. We explore the fascinating intersection of athletic and corporate excellence, uncovering why the principles that drive gold medal performances can transform business leadership—and why some approaches that work in sports could actually derail your corporate team. From managing strong personalities and building unshakeable team cohesion to achieving sustainable peak performance without burnout, this conversation delivers practical insights for anyone leading high-stakes teams. Whether you're a corporate leader looking to enhance team dynamics, an athlete seeking to optimise your mental game, or simply someone interested in the psychology of excellence, you'll discover evidence-based strategies for creating environments where both psychological safety and accountability can flourish. Key Topics: Career Path: Moving between sports and business psychology Sport vs Business: The key differences in coaching athletes versus corporate professionals. Managing Egos: How to work with high-achieving individuals who have strong personalities. Team Unity: What it takes to get different people working together effectively as one team. Human Connection: Why relationships and shared purpose are crucial for team success. Safe Communication: How to create an environment where people feel safe to speak up while maintaining high standards. Sustainable Success: Ways to maintain peak performance without burning out over time. Key Takeaways: Build consistent daily habits rather than chasing quick wins to achieve sustained high performance. Create team alignment by establishing a clear mission statement, defining each person's role, and scheduling regular social connection time. Set boundaries around your perfectionist tendencies by scheduling mandatory recovery periods after intense work phases. Foster psychological safety by explicitly rewarding constructive criticism while still holding people accountable to high standards. Protect your energy by tracking your daily energy levels and scheduling high-stakes work during your peak performance hours. When leading high performers, validate their confidence while gently guiding them to develop self-awareness through regular feedback sessions. Start each project by clearly defining both its purpose and how it will strengthen key relationships in your network. Connect with Graham Winter:Graham Winter on LinkedInLearn more about Graham WinterCheck Graham Winter's BlogConnect with Paul Taylor:Learn more about Paul TaylorPaul Taylor on LinkedInPaul Taylor on InstagramPaul Taylor on YouTube Support the Podcast:If you found this episode valuable, please consider subscribing, rating, and leaving a review on your preferred podcast platform. Your support helps us reach more people with important conversations like this one. Share this episode with someone who might benefit from hearing it—emotional eating is more common than we think, and this conversation could make a difference in someone's life.See omnystudio.com/listener for privacy information.

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

“Sometimes we sit around waiting for inspiration. Inspiration does not strike. Action is what produces inspiration to keep going.”In this mini episode of Lead with Culture, Kate Volman introduces the C.R.E.A.T.E. Formula—a step-by-step guide to living your best year yet. She walks us through how to create a list of 100 dreams, reflect on past wins, and take meaningful steps toward your goals. With tips on building accountability and engaging with your team, this episode provides practical strategies for turning your aspirations into real results. In this episode, you'll discover:How creating a list of 100 dreams can set the stage for successThe importance of reflecting on past wins to build confidenceSimple steps to stay accountable and take action dailyThings to listen for:(00:00) Intro(00:40) The struggles of fulfilling New Year's resolutions(01:50) C – create your list of 100 dreams(04:50) R – reflect on past wins(06:35) E – engage with your team(08:15) A – accountability(10:13) T – take action daily(11:51) E – enjoy the journey(13:09) Applying the C.R.E.A.T.E. formulaResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the Host & Floyd Coaching:Kate Volman's LinkedinFloyd Coaching on LinkedinFloyd Consulting on FacebookFloyd Consulting on TwitterFloyd Consulting on YouTubeFloyd Consulting on Instagram

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

“When you're willing to be vulnerable and share your story, then it opens up the possibility to build a depth of relationship that you haven't experienced before.”In this episode of Lead with Culture, Matt Lesser, founder of Uniquely Normal, explores the transformative power of coaching, leadership, and intentional culture building. Matt shares his journey of writing not one but two impactful books, the lessons learned from his leadership roles, and strategies for creating flourishing organizations. He emphasizes the importance of vulnerability, trust, and storytelling in building cohesive teams and thriving cultures.In this episode, you'll discover:Why vulnerability is a cornerstone of effective leadershipThe connection between culture and team engagementHow intentional storytelling can foster trust and camaraderie in organizationsThings to listen for:(00:00) Intro(00:44) The dream of writing a book (03:18) Lessons from leadership and personal growth(06:45) The challenges of publishing a book(12:33) Creating a culture where people thrive(17:03) Practical strategies for team cohesion and storytelling(24:41) Building intentional and high-performing culturesResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with Matt:Matt Lesser's LinkedInConnect with the Host & Floyd Coaching:Kate Volman's LinkedinFloyd Coaching on LinkedinFloyd Consulting on FacebookFloyd Consulting on TwitterFloyd Consulting on YouTubeFloyd Consulting on Instagram

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

On this podcast, we love to talk about shame-free everything… It's easy to see how our parenting can trend toward shame, and I hope listening in has helped that change in little (or big) ways. If you grew up in a home where your body and food choices were a main focus and commented on often, you may wonder how to raise your child differently. Ditch the food and body shame in this episode with Nicole Cruz, RD, and me. Join our Shame Resiliency Seminar HEREGet started on this work through a daily mindset practice- Journal HEREJoin the next round of The Shame-Free Parenting Movement: HEREListen to the bonus episodes on the podcast: www.coachcrystal.ca/blogConnect with Nicole: HEREWebsite HEREIn today's episode: What words around food, eating, and bodies create shame in our childrenHow we were raised affects how we interact with our food, and feeding ours kidsHow to teach kids to listen to their bodies How to manage things like allergies or food intolerances in a shame-free and fear-free wayHow kids are naturally intuitive when it comes to eating and foodAbout Nicole: Nicole Cruz founded Nourish Together, a shame-free approach to family nutrition that instills food and body trust. As a Registered Dietitian and mom of three, she combines her personal and professional experience to help parents raise confident eaters who can enjoy a variety of foods, listen to their body cues, and avoid obsessing over sweets or other ‘treats'. She believes that a healthy relationship with food is the foundation for lifelong ‘healthy' eating — and when we nourish together, we bring more joy and less stress to the table!

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

“We want to move the culture, we want to move the business forward. The biggest differentiator is the ability to listen, relate, and solve problems for your team.”In this episode of Lead with Culture, Charles Banker, President and CEO of Snell Manufacturing, shares his strategies to build a dynamic, people-focused workplace culture. From implementing the Dream Manager Program to achieving an impressive employee retention rate of under 1%, Charles reveals how focusing on listening and relatability has helped Snell Manufacturing thrive, even as it grows through acquisitions. In this episode, you'll discover:How investing in culture impacts employee retention and growthThe value of implementing a Dream Manager Program to support team goalsCharles's unique approach to leadership and nurturing a collaborative environmentThings to listen for:(00:00) Intro(01:38) Listening and relatability in leadership(04:11) Snell's 90-day culture integration strategy(06:59) Building culture to reduce turnover(10:42) Inspiring growth with the Dream Manager program(13:09) Empowering organizations through the Dream Manager program(15:17) Rolling out the Dream Manager program(16:43) Top three skills that leaders need today(18:26) One activity that can help strengthen cultureResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the Host & Floyd Coaching:Kate Volman's LinkedinFloyd Coaching on LinkedinFloyd Consulting on FacebookFloyd Consulting on Twitter

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

“Most issues are ‘who', not ‘what'. So you better pay attention to the ‘who'.”In this episode of Lead with Culture, Tony Ferraro, Director of Coaching at Floyd Consulting, joins us to discuss the top three hiring challenges facing leaders today and how to overcome them with practical strategies. Drawing from years of coaching experience and inspired by Matthew Kelly's book, “The Culture Solution”, Tony offers actionable tips for sourcing great candidates, creating a disciplined hiring process, and clarifying the specific roles and contributions needed to build a successful team.In this episode, you'll discover:How proactive sourcing and networking can transform your hiring processThe value of a structured hiring process for attracting the right talentWhy defining clear role descriptions and scorecards is key to attracting the right talentThings to listen for:(00:00) Intro(00:35) Challenges in finding qualified candidates(02:46) Strategies to build a strong candidate pool(07:12) Steps to a disciplined hiring process(12:07) Defining clear roles vs. broad job descriptions(13:50) How clarity helps with sourcing talent(17:51) Why onboarding and retention drive team successResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the Guest:Tony Ferraro's LinkedInConnect with the Host & Floyd Coaching:Kate Volman's LinkedinFloyd Coaching on LinkedinFloyd Consulting on FacebookFloyd Consulting on TwitterFloyd Consulting on YouTubeFloyd Consulting on Instagram

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