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Hey Dog Lover

Hey Dog Lover

Hey Dog Lover

Hey Dog Lover

I'm joined in person by my biz bestie Alyssa Lang of Workflow Queen, and we are SO pumped to talk about the return of the Virtual Bookkeeper Industry Survey round two, baby! We're going bigger, better, and more intentional this time around, with a goal of 2,500 responses, a charity donation tied to Make-A-Wish Foundation, and a brand new interactive data bot that lets you dig into the results yourself. Oh, and we may have gone down a rabbit hole or two about AI, pricing, and what it actually means for running a boutique firm. You're welcome.In this episode you'll hear:A breakdown of the survey format, what questions changed from last year, how this data compounds over time, and why your honest answers help the whole industryHow AI should actually be affecting your pricingHow people are (and aren't) implementing AI in their firms, and the offshoring and automation data we're dying to dig intoThe trust recession around AI, what it means for your client relationshipsResources mentioned in this episode:TAKE the Survey: https://www.ambitiousbookkeeper.com/surveyOr take it Here: https://www.workflowqueen.com/surveyLast Year's Results: https://youtu.be/L0nwFo5A7xMConnect with Alyssa

Hey Dog Lover

Hey Dog Lover

Send us Fan MailThis episode is a behind-the-scenes conversation with Max Emory.We get into the nitty gritty of what it actually takes to serve REI clients, how he built his team, the new community he's launching for bookkeepers who want to level up their marketing and sales game, and how he manages it all with two boys under two at home.In this episode you'll hear:Why real estate investing is one of the most complex niches a bookkeeper can serveHow overcomplicated entity structures are hurting real estate investorsThe behind-the-scenes of Time Capital University and GoPro Bookkeeping communityHow Max runs a lean, profitable firm with strong boundaries around his timeResources mentioned in this episode:Bookkeeper Launch: https://bookkeepers.com/bookkeeper-launch/Skool Community: https://www.skool.com/bookkeeping-for-rei/aboutNuts and Bolts Course - Max's REI bookkeeping training course inside his Skool communityMulti Six Figure Bookkeeper Playbook - also inside the Skool communitySpark Email AppLoomXeroRich Dad Poor Dad by Robert Kiyosaki10x Is Easier Than 2x by Dan Sullivan and Dr. Benjamin HardyMeet Max EmoryMax Emory is the founder of Time Capital Bookkeeping and Time Capital University, a bookkeeper-turned-real-estate-expert who went from Marine Corps officer and mechanical engineer to building a thriving virtual bookkeeping firm that specializes in real estate investors and he has two boys under two at home!Connect with Max EmoryLinkedin: https://www.linkedin.com/in/millionairebookkeeper/Time Capital Bookkeeping : https://www.timecapitalbcs.com/Time Capital University: https://www.timecapitaluniversity.com/Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @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:Join the next free training > Get access to the Dubsado Decoded Private Podcast Series here>>

Send us Fan MailIn today's episode, I'm sitting down with Joe Woodard—founder of Scaling New Heights—and we're diving into what's really happening in the accounting industry right now.We talk about:Why the ‘AI hype vs denial' debate is missing the pointWhat tasks you should actually be handing off to AIWhy moving off hourly pricing isn't enough anymoreAnd how to position yourself so clients see you as indispensablehow to make sure your pricing model matches your vision and goalsResources mentioned in this episode:Scaling New Heights 2026: https://www.woodard.com/scaling-new-heights-2026Woodard coaching program (for firms approaching $1M+)Xero / JAX feature (beta)Anthropic / ClaudeChatGPT / OpenAIMicrosoft CopilotMeet Joe WoodardJoe Woodard is the CEO of Woodard®, a company that empowers accountants and business advisors through education, coaching, resources, and consulting services, with a particular focus on Client Advisory Services (CAS). Woodard equips professionals to modernize their practices, optimize accounting software, and expand their reach.Joe has trained over 150,000 professionals, is a published author, and hosts the Scaling New Heights® conference. He has been recognized by Accounting Today as one of the Top 100 Most Influential People in accounting since 2014. Joe also publishes The Woodard Report™, which reaches over 100,000 readers annually.Connect with Joe Woodard

Send us Fan Mailsome links are affiliate linksIn this episode, I'm sharing our March live Q&A where I answered rapid-fire questions about running a bookkeeping firm. If you've ever wondered how to manage a shared team inbox without micromanaging, what to do with merchant clearing account balances at year end, or how to navigate a CPA non-compete, this one's for you.In this episode you'll hear:How to manage a shared team inboxWhat to do with merchant clearing account balances at year endWhy building a 100% virtual client base can actually be easier than going localResources mentioned in this episode:Xero**:https://xeroamericas.partnerlinks.io/79afz10exu7dFor experienced bookkeepers & accountants:Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>Grab my FREE Start your Bookkeeping Biz Checklist >>Grab my FREE New Client Onboarding Templates >>For new bookkeepers:Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** >>For creators:Become a client at my firm, Of Course Financial >> https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73fFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit my website: ambitiousbookkeeper.comSubscribe to my Newsletter ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperPodcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript**Buzzsprout**AFFILIATE DISCLAIMERWe participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.Join the next free training > Get access to the Dubsado Decoded Private Podcast Series here>>

Send us Fan MailThis one is a little different. One day in February I decided to vlog my day.. a sort of behind the scenes of my day. I wasn't sure what I was going to use this footage for. And then… I was inspired a couple weeks ago (by the time this comes out) to write another BTS Newsletter. The two are **completely unrelated in topics—** combining the voice over of my Newsletter (unfiltered thoughts combined with a little education + provoking thoughts) with my random vlogging day.I hope you enjoy… make sure you watch it on YouTube for the full effect.In this episode you'll hear:The audio version of Vol. 7. No more arbitrary price increasesAudio of my check ins through out the dayWATCH ON YOUTUBE FOR THE FULL EXPERIENCE → subscribe while you're there.Subscribe to the Newsletter. I don't sell in them. They are my own personal thoughts and musings as I build & grow my businesses. There will be typos. Half the time, I write them from my phone. Right when inspiration hits.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 next free training >

Send us Fan MailAI is changing the bookkeeping game, but it's not replacing us anytime soon.In this episode, I'm pulling back the curtain on Xero's built-in AI feature, JAX (Just Ask Xero), and walking you through exactly how we're testing it inside our own firm before rolling it out to clients. From auto bank reconciliation to creating invoices via conversation, there are some genuinely cool time-saving features here, but there's still a lot you need to be doing yourself.In this episode you'll hear:How JAX works inside XeroWhat security and data privacy measures are in placeHow the auto bank reconciliation feature worksHow JAX can look up vendor information from the web while you're coding transactionsHow to use JAX to create invoices, pull up open invoices, and even build quotesResources mentioned in this episode:Xero :https://xeroamericas.partnerlinks.io/79afz10exu7dJAX Article: https://central.xero.com/s/article/About-Just-Ask-Xero-JAX-AUXero's data commitment: https://www.xero.com/us/data/Xero Playlist → https://www.youtube.com/playlist?list=PLvpVbZsrj-tXq1nN53z162JbTwGeH3GPfThanks 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 >

"Sometimes we're afraid to shine our light, but there's a reason that we have it. Give yourself permission. Just step out on faith and see what happens.”In this episode, Kate Volman is joined by Jenelle Robers, Certified Dream Manager at Lehan's, who shares her inspiring journey of personal and professional growth. Jenelle discusses how her passion for helping others achieve their dreams led her to pursue her own entrepreneurial path, alongside her work at Lehan's. Together, Kate and Jenelle explore the transformative power of dreaming, why leadership support is critical to realizing potential, and how a strong community can amplify personal and professional success. Jenelle shares valuable insights into her experience of integrating the Dream Manager program both inside and outside of the workplace, offering her unique perspective on how to make dreams a reality.In this episode, you'll discover:How leadership and support can help you achieve your dreamsThe power of community and connection in pursuing your goalsWhy every individual, regardless of their role, deserves to dream and succeedInvest 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) Growth and changes at Lehan's company(04:11) Overcoming fear to pursue your dreams(07:50) Starting a business and taking action(13:14) The importance of community and support(21:39) Encouraging others to dream and achieve(29:09) Keep dreaming and have faithResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the GuestJenelle Robers' 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 a textI have a big announcement to share and I've been so excited to finally let the cat out of the bag! Erin Pohan, one of our OG community members and founder of UpKeeping®, is joining me as co-coach for this upcoming cohort of the Bookkeeping Business Accelerator.I wanted to bring Erin on because she's lived this journey. She started from scratch just like you, built her firm to 50 clients and a team of three, and she did it using the BBA framework. This episode is a real, honest conversation about what it actually takes to build a bookkeeping business, how AI is changing our industry (but not in the way you might fear), and what's in store for this cohort.In this episode you'll hear:The big announcementErin's origin storyAI in bookkeepingAnd more!Resources mentioned in this episode:Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/vipAmbitious Bookkeeper Bookkeeping Biz Workshops: https://www.ambitiousbookkeeper.com/workshopsXero: https://xeroamericas.partnerlinks.io/79afz10exu7dQuickBooks Online: https://www.referquickbooks.com/s/Serena4Workflow Queen / Alyssa Lang: https://www.workflowqueen.comMeet 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 Erin

Send a textFrom AI tools and scope creep to finding your first clients and onboarding systems, whether you're just dreaming about starting a bookkeeping business or you're a few years in, there's something in here for you.In this episode you'll hear:How I use AI in my firmPricing, scope creep, and tough money conversationsFinding your first five clientsOnboarding processResources mentioned in this episode:Bookkeeping Biz Workshops: https://www.ambitiousbookkeeper.com/workshopsOnboarding Templates Freebie: https://www.ambitiousbookkeeper.com/onboardingElevate: https://www.ambitiousbookkeeper.com/elevateBookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bbaEffortless Client Requests: workflowqueen.comBecome a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvvDubsado Decoded: https://kendracourtney.com/dubsado-decoded/Akadian QBO: https://fastandeasyqbo.samcart.com/referral/qbo-basic/8Duca0gOuAg8wpjFBookkeeper Launch: https://sk293.isrefer.com/go/BLFS/SS64/Affiliate LinksXero: https://xeroamericas.partnerlinks.io/79afz10exu7dQuickBooks Online: https://www.referquickbooks.com/s/Serena4Dubsado: https://www.dubsado.com/?c=shoupcpaGusto: https://gusto.com/r/1bjHmContent Snare: https://contentsnare.com/#_r_serena58Clockify: https://clockify.me/?fpr=qyebl2Thanks 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: Join the Bookkeeping Biz Workshops | Mar 9-11 | Daily @ 3 PM Pacific >>

"It's not about events or perks, it's about how you treat people every single day. Those consistent actions shape the culture of your business and the success of your team."In this episode, Kate Volman sits down with James Terry, Founder and CEO of GreenTeam Building Services, a third-generation plumber who turned a family trade into a thriving company with more than 50 team members.James shares his journey into entrepreneurship and the hard lessons he's learned along the way. Together, Kate and James discuss what real culture looks like in action—how leaders show up every day, how they treat people during both good times and bad, and why flexibility, accountability, and communication are non-negotiable if you want to grow and scale.In this episode, you'll discover:The importance of treating people well every day to build a strong cultureHow leadership is forged through tough decisions, transparency, and consistencyWhy empowering your team to make decisions is crucial for growthInvest 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(01:33) James's story from plumber to CEO(05:55) Tough leadership decisions and failures(10:13) Leading through uncertainty and change(12:56) Scaling the team and hiring smart(19:18) Knowing when to be in the clouds or in the dirt(22:57) Addressing common misconceptions about trade work(31:06) Insights from different industry leaders(38:22) Influential thought leaders that James followsResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the GuestJames Terry'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

“When people feel cared for as individuals, they show up stronger as professionals.”In this episode, Toni Young, Director of Care & Outreach at Expo Home Improvement and a certified Dream Manager, joins Kate Volman to share how investing in people at a personal level transforms workplace culture, engagement, and performance.Toni walks through her journey from operations leadership into becoming a Dream Manager, and how the program became a natural extension of a people-first culture. Together, Kate and Toni explore how helping employees pursue their personal dreams creates an environment where people genuinely enjoy coming to work and feel valued for who they are.In this episode, you'll discover:How investing in personal growth drives professional performanceWhy simplicity and ownership lead to lasting behavior changeHow The Dream Manager program strengthens culture and leadership confidenceInvest 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(00:43) Meet Toni Young, certified Dream Manager(04:55) Rolling out Dream Manager company-wide(09:12) Coaching people through life and work(16:58) Simplicity is needed for change(22:27) Cultural shifts before and after Dream Manager(24:18) Why leaders should invest in Dream ManagerResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the GuestToni Young's LinkedInExpo Home ImprovementConnect with the Host & Floyd Coaching:Kate Volman's LinkedInFloyd...

Send a textWelcome back to our monthly live Q&A! We took a little break, but we're back and ready to tackle all your burning questions about building your bookkeeping business. Whether you're just getting started or scaling your firm, this episode is packed with real talk and practical advice.In this episode you'll hear:Partnership pitfalls and planningTech stack essentialsHiring and leading your first employeePricing strategies for startups and special situationsResources mentioned in this episode:Xero: https://xeroamericas.partnerlinks.io/79afz10exu7dQuickBooks Online: https://www.referquickbooks.com/s/Serena4Become a Bookkeeper by Katie Farrow: https://www.katieferro.com/a/38894/2PQNgtvvRisk Desk by Jock Walls at https://www.myriskdesk.comDubsado: https://www.dubsado.com/?c=shoupcpaGoogle Workspace: https://referworkspace.app.goo.gl/Xo4GTaxJar, Anrok, Hubdoc"Make 'Em Beg to Work for You" by Dr. Angela E. Lauria"Teamwork" by Natalie DawsonBookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bbaElevate: https://www.ambitiousbookkeeper.com/elevateConfident Compliance Bundle: https://www.ambitiousbookkeeper.com/offers/tgPgMBJ7Workflow Queen's Breakthrough Program: https://serenashoup.krtra.com/t/IKUxtNZoz7lFDubsado Decoded: https://kendracourtney.com/dubsado-decoded/QBO Gym: https://fastandeasyqbo.samcart.com/referral/GymChallenge/8Duca0gOuAg8wpjFThanks 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:

Join the March Memory Keeping Challenge and let's Get Sh*t Done!In the meantime -- hell yes to 4 years! Thank you so incredibly much for listening. Catch all the episodes and shownotes over on our blogConnect on Instagram

“If this is my priority, what system am I putting in place to honor that? Our priorities are defined by our actions.” In this episode, Tony Ferraro, Director of Training Services at Floyd Consulting, joins Kate Volman to discuss the importance of starting your year with clarity and the right systems in place. Tony explains how identifying your priorities and building a system around them can lead to greater focus and transformation. Drawing from their experience at the Best Year Ever event with Matthew Kelly, Tony and Kate discuss the critical concept of the "one thing" that makes everything easier, helping you concentrate on what truly matters.In this episode, you'll discover:How to create a system that supports your most important goalsWhy clarity and accountability are essential for successReal examples of businesses and individuals thriving with focused systemsInvest 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(02:03) Importance of planning for priorities(06:48) Choosing your word of the year(10:05) Finding fun in everyday challenges(14:00) Systems drive consistent behaviors(18:16) The one thing that truly mattersResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the GuestTony Ferraro's LinkedInConnect with the Host & Floyd Coaching:Kate Volman's LinkedInFloyd Coaching on LinkedInFloyd Consulting on Facebook

Send us a textIn this episode, Serena interviews Hunter Rademaker and they talk about Hunter's expertise on sales in accounting, emphasizing client qualification, communication, advisory roles, and strategic hiring for growth.In this episode you'll hear:Hunter's unique sales roleThe sales process & qualifying new clientsAdvice for new bookkeepersClient retention & advisoryPricing & hiring a sales personResources mentioned in this episode:House of Revenue/Sales BQ - Consulting company that helped set up the sales and marketing department at Hunter's firmFacebook: https://www.facebook.com/serenashoupcpaADPMeet Hunter RademacherMy name is Hunter Rademacher, and I work in sales at CSI Accounting & Payroll. I spend my days speaking directly with small business owners — from one-person operations to companies with 100 employees — helping them navigate bookkeeping, payroll, cleanup work, and ongoing accounting support.Because I'm on the front lines of these conversations, I get a clear view into why small businesses choose a bookkeeper, why they leave one, and what they actually want from an accounting partner. I've learned where trust breaks down in the sales process and how bookkeeping firms can position their services more confidently and profitably.Connect with HunterLinkedIn: https://www.linkedin.com/in/hunter-rademacher/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)

“Start with the right habits to build virtue. Those virtues shape our character—and our character shapes the destiny of our lives and our companies.”In this episode, Tony Ferraro, Director of Training Services at Floyd Consulting, joins Kate Volman for a powerful conversation about character: what it is, why it matters, and how it influences culture more than most leaders realize. Drawing from a recent workshop he delivered, Tony explains how virtues form the “mosaic” of our character, how habits build those virtues, and why high-character teams perform better.Kate and Tony discuss the roles of self-awareness, intentionality, and accountability in personal and professional growth, sharing real stories from organizations embracing this work and the transformative impact it's having on their people.In this episode, you'll discover:Ways to build self-awareness around personal virtues and vicesHow character influences culture, performance, and trustReal examples of teams transformed by character-focused workInvest 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(02:37) Defining character and virtues(09:12) Building your organization's character(15:04) Leadership and accountability(21:57) Practical steps to improve characterResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the GuestTony Ferraro's LinkedInConnect with the Host & Floyd Coaching:Kate Volman's LinkedInFloyd Coaching on LinkedInFloyd Consulting on...

Send me a one-way text about this episode! I'll give you a shout out or answer your question on a future episode.Join me for the first Homemaker Portrait of 2026. I'm chatting with In-the-Trenches homemaker, Colleen Rockwell, about homemaking, homesteading and homeschooling. After working many years as a full-time nurse, Colleen left her job to stay home with her 3 children. They moved to a more rural area, got some animals, started homeschooling and haven't looked back. Colleen admits, "My biggest challenge was, and still is, running my home smoothly, learning the best systems to clean, cook, and preserve food." We cover all of this and more in her story of home. Be sure to listen till the end for this episode's emoji. :) NOTES & RESOURCESFull show notes will be up on the blog soon! www.theartofhomepodcast.com/blogConnect with Colleen | @littleridgeacresMentioned in This Episode:Passionate Penny Pincher PlannersSupport the showHOMEMAKING RESOURCES Private Facebook Group, Homemaker Forum Newsletter Archive JR Miller's Homemaking Study Guide SUPPORT & CONNECT Review | Love The Podcast Contact | Voicemail |Instagram | Facebook | Website | Email Follow | Follow The Podcast Support | theartofhomepodcast.com/support **Buy | as an Amazon affiliate, AoH receives a small commission at no extra cost to you when you use our links to purchase items we recommend

Send us a textThe 'One Big Beautiful Bill' introduces significant tax changes for 1099s, depreciation, and employer credits, emphasizing meticulous bookkeeping for compliance and savings. Listen in to the conversation with Adrian & Serena as they unpack the need-to-know highlights for bookkeepers and how you can stand out in the industry by making a few small changes to your processes.In this episode you'll hear:1099 Reporting ChangesBonus Depreciation and Section 179Tips and Charitable ContributionsEmployer Tax Credits and DeductionsPass-Through Entity Tax and ReconciliationResources mentioned in this episode:→ want to see that ‘tax package' in action? Grab the Confident Compliance Bundle205 ⎸ Protecting Your Clients from Audits with Ex Irs Auditor Adrian LopezMeet AdrianI'm Adrian Lopez, a Certified Public Accountant (CPA) and former IRS Revenue Agent.During my tenure as a Revenue Agent in the IRS Small Business / Self-Employed Division, I audited self-employed and small business taxpayers like restaurants, construction contractors, real estate agents & brokers, wealth managers, tax preparers, and farmers.Now, I help individuals, families, small businesses, and non-profits thrive by providing quality tax return preparation, tax planning & advisory, bookkeeping & accounting, and tax representation.Connect with AdrianWebsite: https://anlcpa.com/Linkedin: https://www.linkedin.com/in/adrianl1996/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)

“Sales is about influence, and every day we're having influential conversations, both in our personal and professional lives.”In this episode, Larry Levine, author of Selling From the Heart, joins Kate Volman to share how genuine connection and trust can transform the way we sell.After being “career adjusted” at 50, Larry discovered his purpose in helping others sell with authenticity and heart. Together, Kate and Larry explore how trust-based selling mirrors trust-based leadership — both are built on human connection, empathy, and accountability.In this episode, you'll discover:How to break free from self-limiting beliefs How soft skills yield hard dollars in businessThe connection between trust, authenticity, and long-term growthInvest 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(01:52) Starting over at 50(07:23) Overcoming self-limiting beliefs(12:47) The importance of investing in people(17:50) Managing sales teams: data, analytics, and coaching(21:32) Common sales mistakes and how to avoid them(27:22) LinkedIn and professional networking (31:56) Assess your sales team with these simple questions(34:57) Podcast recommendations and mentoringResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the GuestLarry Levine's LinkedInSelling From the HeartConnect with the Host & Floyd Coaching:Kate Volman's LinkedInFloyd Coaching on LinkedIn

"Companies and leaders want loyalty. If you treat your customers right, they'll stay loyal. The same goes for our employees. In fact, it all starts with them."In this episode, Kate Volman celebrates the end of the year by revisiting some of the most powerful insights shared by leaders, coaches, and culture builders throughout the season. This special compilation brings together moments that highlight what it takes to invest in people, foster meaningful connections at work, and create environments where individuals can thrive. You will hear guests discuss authentic leadership, the link between personal well-being and professional success, and the impact of programs that help employees achieve their goals. This episode invites you to reflect on your own year, consider the voices that shaped your growth, and reconnect with the purpose behind your work.In this episode, you'll discover:How leaders build trust by caring for the whole person, not just the employeeWays organizations can strengthen culture through purpose and genuine commitmentWhy dreaming is contagious and how supporting personal goals elevates engagementInvest 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(02:01) Brian Hess on investing in people for retention(03:57) Jessica Pfau on culture and competitive compensation(05:57) Bree Groff on separating work from self-worth(07:30) Nick Lombardino on purpose-driven workplaces(08:49) Patty Croom on Dream Manager impact and engagement(10:22) Dr. Allen Hunt on learning from regrets(11:24) Laura Furner on choosing coaching for personal growth(12:43) Michele Marquis on fostering employee loyalty(14:34) Zach Blumenfeld on autonomy and trust(15:23) Steve Sargent on empathetic leadershipResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the Host & Floyd Coaching:Kate Volman's LinkedInFloyd Coaching on LinkedIn

Send us a textBefore we close things down for the holidays, I decided to bring back one of my favorite interviews from the vault. In 2021 during one of our Bookkeeping Biz Workshop rounds, I brought Katie on to chat about a program she had just created—which is still going strong today—in fact, has been revamped and redesiged since she created it, and I want to make sure you all know about it. But more so than that, I wanted to bring this conversation back to you in case you're planning for the new year. This will give you some things to consider, especially if you're balancing motherhood with building your business, or dreaming of starting your business in 2026.In this episode you'll hear:Katie's background: CPA → corporate → motherhood → bookkeeping business (and how she was “paid to quit” at the perfect time)The emotional reality of leaving corporate—even when it's the right moveWhy the early seasons of motherhood are intense, and how that shapes business decisionsHow Katie's bookkeeping business grew: referrals, small beginnings, pricing lessons, and early client expansionThe mindset shift: bookkeeping as a stable, scalable foundation (especially once you hire a team)Hiring earlier than feels comfortable: babysitters, cleaners, and bookkeepers as “buying back time”Why working at home with kids around can be harder than being fully out of the houseOffice space + opportunity cost: how one monthly client can fund the setup that changes everythingTraining a team the right way: slow client-by-client handoff, upfront time investment, long-term payoffClient continuity + freedom: not being the only person clients rely onKatie's Become a Bookkeeper (BABS) course overview: Learn → Shadow → Apply (practicum)Resources mentioned in this episode:Become A BookkeeperConnect with Katie: : instagram.com/orderlyaccountingbykatieListen to Katie's Podcast: Profits & ProseccoSign up for Become A BookkeeperThanks 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:

“The piece that I wasn't prepared for was that the most important voice through that entire journey was going to be my own.”In this episode, Karli Elder, Director of Onboarding and Account Management at Financial Independence Group, joins Kate Volman to discuss the impact of coaching on her career and personal growth. Karli shares how coaching helped her overcome imposter syndrome, develop executive presence, and achieve better work-life integration. She also reveals how coaching has empowered her to lead with greater intention and clarity. Tune in to learn how coaching can help you unlock your potential and elevate your leadership.In this episode, you'll discover:How to use simple but precise questions to turn uncertainty into actionA practical framework to invite honest, two-way feedbackThe power of small, incremental changes to drive lasting transformationInvest 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(02:45) Karli's decision to hire a coach(07:50) Setting personal and professional goals(09:08) Questions and metrics to measure progress(15:30) Applying coaching frameworks to leadership(20:44) Personal growth and work-life integration(29:21) Next steps for exploring coachingResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the GuestKarli Elder's LinkedInFinancial Independence GroupConnect 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 textI had the best conversation with Kelly Sinclair about something that's been on my mind (and probably yours too): how to actually use AI without losing the human connection that makes your business YOU. We dive deep into why social media might not be the lead generator you think it is, how to build visibility strategies that don't rely on the algorithm, and how AI can actually help you show up MORE human, not less.In this episode you'll hear:Why taking a break from social media might be the best business decision you makeHow to flip your AI mindset from "polish my work" to "support me first"The three ways to monetize AI in your businessResources mentioned in this episode:90 Day Visibility Sprint Starter Kit https://kellysinclair.thrivecart.com/the-90-day-visibility-sprint-podcast/?coupon=SERENAPODValerieBrand CalibratorNotebook LMChatGPTMindPalManyChatZapierQuickBooks OnlineMeet KellyKelly Sinclair is a visibility strategist, AI-powered marketing expert, and host of Entrepreneur School. An accidental tech nerd and professional mom taxi, she helps entrepreneurs ditch random acts of marketing, build visibility habits that actually work, and grow through intentional visibility—not by selling their soul to social media.Connect with KellyPodcast: https://entrepreneurschool.ca/podcast/ Instagram: https://www.instagram.com/ksco_kelly/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)Get access to the Dubsado Decoded Private Podcast Series here>>

Send us a textIn this episode, I'm chatting with my friend Kelsey Silver about something so many of you have been asking about - how the heck are we supposed to use AI without compromising our clients' security? Kelsey has a super unique background and she breaks down exactly what we need to look for when evaluating AI tools for our firms. Plus, she shares about her AI app Foresight HQ that helps you identify your hottest leads in your Instagram DMs - no more chasing people who just wanted the freebie!In this episode you'll hear:How to evaluate AI tools for securityThe difference between machine learning and generative AIHow Kelsey balances building an app, doing VIP days, working a corporate job, AND being a mom to a 4.5-year-oldResources mentioned in this episode:The Metrics 7-Figure Business Owners Can't Live Without: https://kelseysilver.com/metrics5 DM Signals $FREE: https://foresighthq.app/5signalsNotionThriveCart, High Level, and SamCartManyChatMeet KelseyKelsey Silver is a data and AI strategist and the founder of ForesightHQ, an AI-powered DM lead tracker designed for business owners who want to follow up in their DMs without feeling like a sales robot. With a background in psychology, 10+ years in corporate analytics, and a deep love for systems that actually fit your life, Kelsey helps entrepreneurs find the hidden gold in their data so they can sell smarter and with more integrity. When she's not decoding buyer signals or mapping launch strategies, you can find her at a Ren Faire with her daughter or decompression from reading spreadsheets all day with a bag of Oreos and an oat milk chai latte.Connect with KelseyInstagram: @kelseyesilverWebsite: https://kelseysilver.com/App: https://foresighthq.appThanks 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: Subscribe to stay in the know about Black Friday: ambitiousbookkeeper.com/subscribeBlack Friday Sale happens November 28 - Dec 2 Get access to the Dubsado Decoded Private Podcast Series here>>

“For the employees who spend their career with us, we want to create millionaires.”In this episode, Bob Whalen, CEO of HB Global, joins Kate Volman to share his insights on leadership and creating a people-first culture. Bob explains the power of Employee Stock Ownership Plans (ESOPs) in driving both financial success and a stronger company culture. He also reflects on his leadership journey, highlighting how growth is more than just revenue. It's about creating opportunities for employees to thrive. Bob offers valuable lessons on employee engagement and embracing change in today's evolving business landscape.In this episode, you'll discover:The value of allowing employees to take ownership of their workWhy communication is key when facing challengesThe importance of being adaptable to change, especially in industries impacted by AIInvest 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(01:09) The power of employee ownership(04:47) Hesitations with employee ownership(08:17) Building a thriving ESOP company culture(11:56) Where leaders can learn more about ESOPs(16:34) Finding fulfillment in helping employees(22:29) People-centered leadership, AI, and workforce implications(34:54) Rating HB Global's company culture(39:01) Bob's book and podcast recommendations for leadersResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the GuestBob Whalen's LinkedInHB GlobalConnect 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 textWelcome to this special workshop series that will only be up for a LIMITED TIME (Till December 1st) where we're diving deep into what it really takes to start and run a virtual bookkeeping business.This is the final episode of our three-part Bookkeeping Business Workshop series, where we're diving deep into designing the business. We're talking about your ideal business, your perfect-fit clients, and we're demystifying the sales process because I know that part freaks a lot of you out.In this episode you'll hear:How to design your dream bookkeeping businessThe exact framework for identifying your perfect-fit clientMy four-step discovery call structure that makes selling feel naturalThe complete roadmap for getting your bookkeeping business up and runningResources mentioned in this episode:Get the Templates & Workbook for $27: https://www.ambitiousbookkeeper.com/offers/VhYZ8EfsGet the special code and the discount for 20% off the Bookkeeping Business Accelerator, Self-Paced before December 1st at: ttps://www.ambitiousbookkeeper.com/subscribeThanks 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)Subscribe to stay in the know about Black Friday: ambitiousbookkeeper.com/subscribeBlack Friday Sale happens November 28 - Dec 2 Get access to the Dubsado Decoded Private Podcast Series here>>

“Dreaming is good. That space is where you can live the best version of yourself and your most vibrant life.”In this episode, Mike Zaccariello shares how coaching helped him rediscover his dreams and find the courage to chase them. A certified Dream Manager, military veteran, and pediatric neuropsychologist, Mike once resisted the idea of coaching. When he finally gave it a try, everything changed.He opens up about leaving a 17-year career to start his own practice and learning to lean into resistance instead of avoiding it. Mike also reflects on The Dream Manager Program and how it's allowed him to become a better therapist, deacon, and husband. His story is a reminder that coaching doesn't just help with professional growth, it helps people live more intentional lives.In this episode, you'll discover:Why coaching is essential for personal and professional growthHow dreaming helps you overcome fear and resistanceThe ripple effect of living with purpose and intentionInvest 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(01:11) Meet Mike Zaccariello: Dream Manager and mental health professional(05:04) Leaving a 17-year career to start again(09:14) Lean into the resistance(12:37) Rediscovering the power of dreaming(15:36) The ripple effect of The Dream Manager(19:33) Why coaching works better than self-help(22:53) Favorite books and lessons for every seasonResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the GuestMike Zaccariello's LinkedInMayo ClinicConnect 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 textWelcome to this special workshop series that will only be up for a LIMITED TIME (Till December 1st) where we're diving deep into what it really takes to start and run a virtual bookkeeping business.In this episode, we pull apart accounting tech stacks so you know what you need and what would be nice to have.In this episode you'll hear:Complete accounting stack breakdownThe business stack that'll scaleWhat you actually need to startSolutions to common tech issuesResources mentioned in this episode:Get the Templates & Workbook for $27: https://www.ambitiousbookkeeper.com/offers/VhYZ8EfsStart your free trial of Xero: https://xero5440.partnerlinks.io/xirpf8p1xkozAccountants & Bookkeepers: become a Xero partner: https://xeroamericas.partnerlinks.io/79afz10exu7dAlyssa Lang's Kickoff With Asana: https://serenashoup.krtra.com/t/41Ux6YmOFQYfQuickBooks Online: https://www.referquickbooks.com/s/Serena4Relay Bank: https://relayfi.com?referralcode=ShoupCPAGusto Payroll: https://gusto.com:/partners/i/serena591Dubsado: https://www.dubsado.com/?c=shoupcpaCanva: https://www.canva.com/join/relish-scale-floristicClockify: https://clockify.me/?fpr=qyebl2Google Workspace: https://referworkspace.app.goo.gl/Xo4GKajabi: https://app.kajabi.com/r/SLFEMUL4/t/uiptq7nuDouble (Formerly known as Keeper): https://keeper.app/?via=serenaOpenPhone: https://openph.one/referral/XA0kFFRThanks 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.Subscribe to stay in the know about Black Friday: ambitiousbookkeeper.com/subscribeBlack Friday Sale happens November 28 - Dec 2 Get access to the Dubsado Decoded Private Podcast Series here>>

Send us a textWelcome to this special workshop series that will only be up for a LIMITED TIME (Till December 1st) where we're diving deep into what it really takes to start and run a virtual bookkeeping business.In this first session, we talked about imposter syndrome, limiting beliefs that hold us back, and the big scary topics everyone's whispering about: AI and market saturation.In this episode you'll hear:The truth about AI and your bookkeeping careerWhy market saturation is a mythThe difference between bookkeeping and accountingHow to flip the script on your limiting beliefsResources mentioned in this episode:Get the Templates & Workbook for $27: https://www.ambitiousbookkeeper.com/offers/VhYZ8EfsStart your free trial of Xero: https://xero5440.partnerlinks.io/xirpf8p1xkozAccountants & Bookkeepers: become a Xero partner: https://xeroamericas.partnerlinks.io/79afz10exu7dThanks 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)Subscribe to stay in the know about Black Friday: ambitiousbookkeeper.com/subscribeBlack Friday Sale happens November 28 - Dec 2 Get access to the Dubsado Decoded Private Podcast Series here>>

In this world, a pretty portfolio just isn't enough! Today's episode is all about how to sell with your personality and living brand. We're diving into how to bring more YOU into your content, and why connection converts way faster than a perfectly polished feed. On Quianna Marie Weekly, we're chatting about business growing pains, finding genuine connections, and celebrating wins of all sizes through the lens of a photographer at heart. Sprinkled throughout stories and interviews with past clients, photographers and other business owners this podcast is designed to help you step into your purpose and to truly create a life you're proud of, a life worth photographing and sharing.Today's episode is brought to you by The Green House, my resource garden for photographers! Let me help you AMPLIFY your heart online and in real life to turn bridesmaids into future brides through templates, workshops, and freebies!Learn More >>You can find the full show notes and transcript for this episode at quiannamarie.com/podcast!Review The Show Notes:Why A Pretty Portfolio Isn't Enough (1:33)How To Bring More YOU Into Your Content (6:17)Building Your Living Brand (13:03)Why Connection Converts Faster Than Polish (17:24)Practical Content Ideas You Can Record This Week (18:32)Your Permission Slip (21:32)How To Stay Consistent Without Burnout (22:48)Mentioned In This Episode:Easy B-Roll Ideas For Business Owners: quiannamarie.com/brollThe Green House Resource Garden: quiannamarie.com/shopCheck Out The Blog: quiannamarie.com/blogConnect with Quianna:Website: quiannamarie.comInstagram: instagram.com/quiannamarie Hosted on Acast. See acast.com/privacy for more information.

“When you hire employees, you hire the whole person, their challenges, and their life circumstances.”In this episode, entrepreneur and multi-business owner Brian Hess, joins Kate Volman to share how he's built thriving organizations that prioritize purpose, growth, and connection. Brian discusses what it means to lead the whole person, not just the employee. He also talks about creating opportunities for upward mobility, using culture as a competitive advantage, and why the best strategic plans focus on people, not profit. Brian offers a powerful reminder that great companies are built on trust, empathy, and the shared pursuit of dreams.In this episode, you'll discover:How to identify and nurture great talentWhy strategic planning should start with peopleWhat it takes to create lasting impact as a leaderInvest 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(01:17) Brian's four ventures and his podcast(05:07) How a certified Dream Manager joined the team(07:54) Build culture by investing in people(11:07) Creating upward mobility in a tough economy(16:37) Hiring lessons: Predictive Index, timing, fit, and patience(21:11) Annual planning should start with people(25:43) The importance of leading by example(30:25) Brian's ideal dinner party guests(38:17) Books and resources shaping Brian's leadershipResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the GuestBrian Hess's LinkedInBrian's official websiteThe Pavement GroupTop Contractor SchoolThe Brian Hess ShowConnect with the Host & Floyd Coaching:Kate Volman's LinkedInFloyd Coaching on LinkedInFloyd Consulting on FacebookFloyd Consulting on Twitter

Send us a textsome links are affiliate linksIn this episode, I'm walking you through one of my absolute favorite tools for keeping your business audit-proof: Hubdoc. I'll show you exactly how we use it at Of Course Financial to help our clients manage their supporting business documents digitally, save hundreds of hours every year, and stay compliant with IRS requirements. Plus, I've got some exciting announcements about upcoming Xero tutorials, the Bookkeeping Biz Workshops re-airing, and our Black Friday sale!In this episode you'll hear:How Hubdoc automatically organizes receipts, invoices, and statements by vendorStep-by-step process for uploading, reviewing, and categorizing documents in Hubdoc before pushing them to Xero or QuickBooksPro tips on avoiding duplicate entries and keeping your books clean while building an audit-proof paper trailResources mentioned in this episode:https://www.irs.gov/businesses/small-businesses-self-employed/what-kind-of-records-should-i-keepFor experienced bookkeepers & accountants:Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>Grab my FREE Start your Bookkeeping Biz Checklist >>Grab my FREE New Client Onboarding Templates >>For new bookkeepers:Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** >>For creators:Become a client at my firm, Of Course Financial >>For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit my website: ambitiousbookkeeper.comSubscribe to my Newsletter ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperPodcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript**Buzzsprout**AFFILIATE DISCLAIMERWe participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.Get access to the Dubsado Decoded Private Podcast Series here>>

Send us a textHey guys! This month's live Q&A was packed with real talk about the nitty-gritty of running a bookkeeping business. We covered everything from pricing cleanups (spoiler: diagnostics are your best friend) to getting cyber insurance (yes, it's non-negotiable), and I even got vulnerable about my experience juggling babies and business. If you've ever wondered how to market to trades, what reports clients actually need, or how to take maternity leave as a business owner, this episode is for you!In this episode you'll hear:How to price cleanups without Getting BurnedMarketing Strategies that Actually Work for Your NicheCyber InsuranceMaternity Leave and BusinessResources mentioned in this episode:Jock Wols - featured on Ambitious Bookkeeper Podcast for cyber insurance discussion: https://youtu.be/QmXfN_PaKWECarissa Martino - Health Insurance SpecialistElevate: https://www.ambitiousbookkeeper.com/elevateConfident Compliance Bundle: https://www.ambitiousbookkeeper.com/offers/tgPgMBJ7Mini Course Bundle: https://www.ambitiousbookkeeper.com/offers/vYYfsxH9Akadian: https://fastandeasyqbo.samcart.com/affiliates/loginEmail List - Sign up at: https://www.ambitiousbookkeeper.com/subscribeKeeper: https://keeper.app/?via=serenaCanva: https://www.canva.com/join/relish-scale-floristicUpcounsel: https://www.upcounsel.com/rf/8dCYxoOUHousecall Pro: https://link.hscll.com/3i3yrLady Pros Facebook GroupAlignableThanks 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 → SabrGet access to the Dubsado Decoded Private Podcast Series here>> Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 > Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

“P&L stands for people and legacy as much as it stands for profit and loss.”In this episode, Steve Sargent, Chair of C12 South Florida, joins Kate Volman to talk about why accountability is the ultimate gift to high-level leaders, why “integration” beats “work-life balance,” and how purpose-driven peer forums help CEOs scale without losing their souls. Steve shares insights from fresh peer-group conversations and research, explains C12's “do > talk” ethos, and shows how identity and mission become the lens for better decisions, healthier teams, and durable growth.In this episode, you'll discover:How purpose and identity create the lens for disciplined, people-first decisionsWhy accountability and peer community accelerate clarity, courage, and follow-throughA practical path from “work-life balance” to integrated living (and why it matters for your team)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) Introduction and opening thoughts(01:08) What C12 is and the mission behind it(03:18) Steve's journey to becoming a C12 chair(06:10) Challenges of leadership and lessons from scaling businesses(22:35) Why accountability matters most to CEOs and leaders(23:30) Coaching as a gift and the power of asking better questions(24:19) Recognizing and leveraging employee superpowers(25:33) Building a thriving and people-centered cultureResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the GuestSteve Sargent's LinkedInC12 South FloridaJoin C12Connect 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 textsome links are affiliate linksWant to see my weekly timesheets? Follow me on Threads: https://www.threads.net/@ambitiousbookkeeperNo one talks enough about the amount of time that goes into an online course business. So I'm talking about it today.In this episode you'll hear:My profit margins for both my firm & my online course businessthe time I spend during launches & fulfillmenthow much time I spent in August 2025 on both businessesResources mentioned in this episode:Clockify → timetrackingFor experienced bookkeepers & accountants:Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>Grab my FREE Start your Bookkeeping Biz Checklist >>Grab my FREE New Client Onboarding Templates >>For new bookkeepers:Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** >>For creators:Become a client at my firm, Of Course Financial >>For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit my website: ambitiousbookkeeper.comSubscribe to my Newsletter ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperPodcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript**Buzzsprout**AFFILIATE DISCLAIMERWe participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.Get access to the Dubsado Decoded Private Podcast Series here>> Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Send us a textCyber scams targeting bookkeepers are getting more sophisticated, and I'm sitting down with insurance expert Jock Wols to talk about what's happening in our industry right now. I even share my own recent experience being targeted through the Gusto partner directory—twice in one day! If you think it won't happen to you, think again. This conversation is packed with real stories, practical tips, and the insurance knowledge you need to protect your business in 2025.In this episode you'll hear:The most common scams hitting bookkeepers right now, including phishing attacks through trusted directories like Gusto and QuickBooksMy personal story of almost falling victim to a payroll scam (and how one of those fake "clients" actually got to another bookkeeper)Why picking up the phone is your best defense against wire transfer fraudWhat cyber insurance actually covers (spoiler: not all policies are created equal) and the gaps you need to know aboutResources mentioned in this episode:Episode with Jock on Insurance BasicsBehind the Scenes Newsletter (Past Volumes) >watch the video version on YouTube >>Meet Jock WolsJock is the Founder and CEO of RiskDesk, an insurance broker and technology company based out of Lexington, Kentucky. In partnership with Nationwide, he established the PT Pro platform (https://www.ptprocover.com) to serve small business' insurance needs. He has almost 20 years of experience to help professionals manage their risk by delivering market-leading E&O / Professional Liability and Cyber Liability insurance solutions. Before he established RiskDesk in 2017, Jock managed the professional liability portfolio at XL Catlin and was based in London, New York and Lexington. He graduated from Washington & Lee University with a BSc in 2004 and obtained his MBA from New York University in 2013.Connect with JockReach out directly to Jock at jock.wols@myriskdesk.com or (859) 327-5594.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 ambitiousbookkeepGet access to the Dubsado Decoded Private Podcast Series here>> Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 > Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

“Culture isn't about perks or slogans. It's about people and the principles that guide them.”In this episode, Tony Ferraro, Director of Coaching at Floyd Consulting, breaks down The Culture Solution by Matthew Kelly and shares what more than 1,500 culture assessments reveal about today's workplaces. He talks about the six principles of a dynamic culture, and why mission consistently ranks highest, why hiring with rigor is often overlooked, and how overcommunicating the plan keeps teams aligned. Tony explains why simplicity makes mission statements powerful, how scorecards give A-players the clarity they crave, and why coaching conversations are a gift that saves leaders time and builds trust.In this episode, you'll discover:Why simple, clear mission statements drive stronger cultureHow disciplined hiring decisions shape long-term successWhy overcommunication creates alignment and avoids “shiny object” distractionsInvest 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(00:29) Why company culture matters today(01:08) Launching the culture assessment tool(01:34) What defines company culture(03:12) Key insights from assessment results(04:36) The six principles of culture(05:32) Mission is king: top rated principle(11:06) Hiring challenges and disciplined processes(19:23) How to evaluate hiring effectively(20:58) Why clear communication drives culture(23:17) Using scorecards to set outcomes(29:38) Coaching's role in strong leadership(36:11) How to take the assessmentResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the GuestTony 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 episode, I sat down with Margie Remmers-Davis, founder and CEO of Akadian Accounting Education, to talk about what it really takes to learn QuickBooks Online. If you've ever felt like the ProAdvisor certification didn't actually prepare you to do bookkeeping work, this conversation is for you. Margie shares her incredible journey from stay-at-home mom to bookkeeping educator, and we dive deep into how she's revolutionizing the way people learn QBO and bookkeeping.In this episode you'll hear:How Margie went from a devastating divorce to building a thriving education company that's changing how bookkeepers learnThe truth about the QBO ProAdvisor certificationHow AI is going to change bookkeeping jobs and what you need to know right now to protect your career and stay relevantResources mentioned in this episode:Acadian Accounting Education: https://www.akadian.com"Everything Doc" Guide :https://www.akadian.com/everythingQBO Gym Locker Room: https://www.akadian.com/lockerroomBooks Match: https://www.booksmatch.usMeet MargiePressure is the only way to form diamonds. Margie Remmers-Davis, known as the Aha Queen of Accounting Education, is transforming what many consider a dry, boring subject into something practical, hands-on, engaging, and fun! After an unexpected divorce forced her to start over, she uncovered major gaps in accounting education while rebuilding her career through bookkeeping. Drawing on her background in software training, she founded Akadian Accounting Education, which has since empowered over 20,000 bookkeepers with the confidence, clarity, and skills to thrive. In recognition of its rapid growth and impact, Akadian was named to the prestigious Inc. 5000 list of America's fastest-growing companies.Connect with Margie

Send us a textHey there! In this episode, I'm breaking down exactly what you actually need to start your bookkeeping business - no fluff, just the tactical stuff that matters. As someone who accidentally started my bookkeeping business as a side hustle to motherhood and now mentors other bookkeepers, I'm sharing the five non-negotiables that will set you up for success from day one.In this episode you'll hear:The complete education and experience foundation you needAll the paperwork and compliance stuff nobody talks aboutHow to actually get paidThe exact documents you need to ask every client for during onboardingMy honest take on pricingResources mentioned in this episode:Become a BookkeeperAkadian Accounting EducationRelay BankXeroPricing for ProfitAll Minicourses → StoreFor experienced bookkeepers & accountants:Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>Grab my FREE Start your Bookkeeping Biz Checklist >>Grab my FREE New Client Onboarding Templates >>For new bookkeepers:Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper >>For online course creators:Become a client at my firm, Of Course Financial >>For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaPodcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)AFFILIATE DISCLAIMERWe participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.Get access to the Dubsado Decoded Private Podcast Series here>> Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Send us a textIn this episode, I'm sharing my personal journey through toxic mold exposure and the health challenges that nearly broke me as a mom and business owner. I'm joined by my nutritionist Dariella Gonitzke, who I met at BBD Live when I was at my lowest point. We dive deep into how stress, environmental factors, and hormonal changes can completely derail your health - and what you can actually do about it.In this episode you'll hear:How I went from a healthy mom to barely functioning due to toxic mold exposureWhy traditional medicine often misses the mark with exhausted womenThe connection between stress, mineral depletion, and why you might be craving salt all the timePractical strategies for supporting your body through midlife changesResources mentioned in this episode:Wellness audit - https://saravitanutrition.thrivecart.com/the-midlife-wellness-audit/YouTube Channel: https://www.youtube.com/@SaravitaNutritionWebsite: https://saravitanutrition.com/Meet DariellaDariella Gonitzke is a registered dietitian and functional medicine practitioner dedicated to helping women overcome persistent health issues—like hormonal imbalances, digestive troubles, and stubborn weight gain—through personalized, holistic care. Drawing on her own healing journey with hormonal imbalances and migraines, she offers science-backed nutrition plans, advanced lab testing, and lifestyle support to uncover the root causes of symptoms and restore vitality. With a compassionate, “test‑not‑guess” approach, Dariella guides clients toward sustainable transformation—so they can feel energized, balanced, and fully themselves againConnect with Dariella

“I truly believe I would not be the leader I am today if I had not gone through coaching.”In this episode, Laura Furner, Chief Operating Officer at Alphastar Capital Management, LLC, shares how coaching transformed her leadership, boosted her confidence, and built trust across her team. She explains why she chose coaching over traditional training, how she found her voice in tough conversations, and the personal breakthroughs that followed. Laura reflects on the systems she still uses, the value of having a “vault” for honest feedback, and the lasting impact beyond work—including better communication at home, clearer priorities, and why she urges leaders not to wait until they feel “ready” to start.In this episode, you'll discover:How coaching builds lasting confidence and clarity in leadershipWhy having a safe space for honest feedback changes everythingHow personal growth fuels stronger teams and healthier cultureInvest 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) The journey to hiring a coach(04:37) Overcoming hesitations and making the investment(08:13) Building confidence and finding your voice(13:51) The power of coaching and accountability(19:49) Balancing personal and professional life(27:17) The impact of coachingResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the GuestLaura Furner's LinkedInAlphastar Capital Management, LLCConnect 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 textIs it time to move your clients to Xero? Let's talk about some considerations, before you embark on this pathIn this episode you'll hear:how to know if it's time to leave QBOsteps to take to migrate your clientsresources and benefits of being a Xero PartnerResources mentioned in this episode:Sign up for the Xero Partner Program: https://xeroamericas.partnerlinks.io/79afz10exu7d (affiliate link)Why we're a Xero Firm Episode 19: https://www.buzzsprout.com/1774460/9399655Jetconvert - https://jetconvert.com/usa-pricing/—For experienced bookkeepers & accountants—Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>Grab my FREE Start your Bookkeeping Biz Checklist >>Grab my FREE New Client Onboarding Templates >>—For new bookkeepers—Learn the fundamental accounting skills with Xero in Katie Ferro's Become a Bookkeeper >>—For online course creators—Become a client at my firm, Of Course Financial >>For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaPodcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)AFFILIATE DISCLAIMERWe participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links on our blog. However, our recommendations are based on our own research and expertise, and your trust is our priority.Get access to the Dubsado Decoded Private Podcast Series here>>

Send us a textHey ambitious bookkeepers! In this week's audio-only episode, I'm getting real about a bold statement: entrepreneurship isn't hard. I know, I know - you're probably thinking I've lost it, right? But hear me out. This episode dives into how our mindset and the people we surround ourselves with can completely shift our experience as business owners.In this episode you'll hear:Why it matters who you hang aroundThe issues with "venting" sessions with other business ownersThe positive, abundant community we've built here and how you can find (or create) the same energy in your circleResources mentioned in this episode:Behind The Scenes NewsletterThanks 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 textToday I'm re-airing one of my favorite spotlight episodes featuring two incredible BBA students - Erin and Misa. These ladies built thriving bookkeeping businesses from absolutely nothing, and I'm sharing their real, raw stories plus giving you an update on where they are now (spoiler alert: they're both crushing it!). If you've been wondering whether you can actually make this work while juggling life, work, and family, this episode is going to give you all the inspiration you need.In this episode you'll hear:Erin's journey from corporate burnout to 11 clients in 6 monthsMisa's strategic approach to building her businessReal talk about overcoming limiting beliefs and handling rejectionThe power of community and external accountabilityResources mentioned in this episode:Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/vipAsana, QBO, UpWorkGretchen Rubin, Human Design, Cloud Accounting PodcastMeet 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.Connect with Erin