Podcasts about hubdoc

This Podcast Is Episode 640, And It's About How To Build Systems That Support Your Construction Business Turning the 3 Pillars—Marketing, Accounting, and Production—Into Repeatable Routines(without adding more work) You've done the hard part—you're running a construction business, getting jobs, and turning out quality work. Perhaps you've even begun to refine your marketing, job costing, and project delivery strategies, thanks to the three pillars we've discussed: Attracting the Right Jobs, Controlling the Money, and Delivering Projects Profitably. But here's the next step that will take your business from reactive to reliable, from "just getting by" to scaling sustainably: You need systems. Not paperwork piles. Not more apps. Just smart, repeatable steps that make your business more efficient—even if you're still a one-person show. As construction bookkeeping specialists, we help contractors every day who are great at swinging hammers but are overwhelmed by admin. This post will show you how to build simple systems around your existing workflow, so you can run your business more smoothly, make better decisions, and free up your time. What Is a "System" Anyway? A system is simply a repeatable process that occurs consistently without requiring you to reinvent the wheel each time. It could be: A checklist An automation A template A recurring habit Or a combination of all of the above The goal is predictability—so your business can function smoothly whether you're at a job site or taking a day off (yes, that's allowed!). Why Small Construction Businesses Need Systems You might be thinking, "I'm not a big company—I don't need systems." But the truth is, you need them even more. Why? Because without systems: Every invoice is different Every client interaction takes extra effort You forgot to track your hours or materials You lose receipts or miss billing for change orders You're constantly reacting instead of planning The right systems save you time, reduce stress, and increase your profitability. And they don't have to be complicated. System #1: A Simple Lead-to-Job Process The Problem: You get an inquiry, scribble notes on paper, forget to follow up, or lose track of what was discussed. Sound familiar? The System: Create a basic lead intake form (Google Form, CRM tool, or paper checklist) Pre-qualify leads with a few standard questions: Project type, location, timeline, budget Save all client information in one place (e.g., Google Sheet, Notion, Trello). Use a standard estimate template so every quote includes: Scope Pricing Timeline Payment terms Send a welcome email template after a job is accepted (include next steps, policies, and what to expect) Bookkeeper's Tip: Keeping track of leads and estimates helps you compare projected vs. actual profits, so you can learn which jobs are truly worth your time. System #2: A Weekly Money Routine The Problem: You're too busy to check the books, so you don't know if you're making or losing money until tax time. The System: Set aside 30–60 minutes each week to review your finances: Reconcile transactions (or send to your bookkeeper) Check outstanding invoices Follow up on late payments Log hours worked and materials used (by job) Review your cash flow forecast for the next two weeks Even if you outsource the bookkeeping, your weekly check-in keeps you in control. Make it part of your Friday routine, just like packing up your tools. Bookkeeper's Tip: We can set up automated reports to send you a cash flow summary, job costing update, or overdue invoice list via email each week—no extra work on your end. System #3: Job Costing and Change Order Tracking The Problem: You think you're making money on jobs, but in the end, you can't say for sure, and you might've given away work for free. The System: Use a spreadsheet or job costing software (like QuickBooks Projects or Buildertrend) Track: Labor (hours × rate) Materials (receipts, delivery invoices) Subcontractors Permits, rentals, and other direct costs Add a simple change order log to each job file Description, date, price, status (pending/approved) Get approval before starting extra work   Bookkeeper's Tip: When you track jobs this way, we can help you compare estimated vs. actual costs and margins—so your future quotes get sharper and more profitable. System #4: Project Timeline & Client Communication The Problem: Clients get anxious when they don't hear from you, and scope creep happens when there's no clear plan. The System: Break each project into 3–5 major phases (demo, framing, finish work, etc.) Assign rough start/end dates Use a whiteboard, app, or calendar to stay on track Send weekly updates to clients (template email or quick text summary) "Here's what we completed this week… Here's what's next…" Bookkeeper's Tip: When jobs stay on schedule, you're more likely to invoice on time and get paid faster, which improves your cash flow. System #5: Receipts, Invoices, and Tax Readiness The Problem: You have a shoebox full of receipts and scramble to find documents when tax season rolls around. The System: Use a digital system like Dext, Hubdoc, or even a shared Dropbox folder Snap photos of receipts as you go—tag them with the project name Save estimates, signed contracts, and change orders in organized folders Send invoices promptly at milestones (use progress billing templates) Review reports monthly with your bookkeeper (Profit & Loss, Job Profitability, etc.) Bookkeeper's Tip: With clean books and digital records, tax time is painless—and you'll never miss a deduction. The Myth of "More Work" The biggest myth about systems is that they add more to your plate. In reality, they save you time and stress by preventing confusion, wasted effort, and missed revenue. Stop rewriting the same emails Stop digging for info buried in texts Stop guessing at prices or costs Stop forgetting to bill for work you did With systems in place, your business becomes predictable, profitable, and easier to manage—even as you grow. Ready to Systemize Your Construction Business? You don't have to figure this all out on your own. As construction bookkeeping specialists, we help small contractors establish and maintain systems that align with their workflow. Whether it's: Automating job costing Simplifying invoicing Organizing digital receipts Reviewing job margins Or building custom templates We'll help you take the guesswork out of your money—and give you back control of your time. Let's identify one or two areas in your business where a system could save you hours (and dollars) every week. You build homes. We'll help you build the business behind them. About The Author: Norhalma Verzosa is a Certified Construction Marketing Professional and serves as the Web Administrator of Fast Easy Accounting, located in Lynnwood, WA. She holds a Bachelor's Degree in Psychology and is a Certified Internet Web Professional, with certifications in Site Development Associate, Google AdWords Search Advertising, and HubSpot Academy. She manages the entire web presence of Fast Easy Accounting using a variety of SaaS tools, including HubSpot, Teachable, Shopify, and WordPress.

This Podcast Is Episode 638, And It's About Pillar 2: Controlling The Money - Construction Accounting And Bookkeeping How Smart Money Management Keeps Your Business Profitable and Stress-Free When most small construction business owners think about success, they envision a steady stream of jobs, high-quality work, and satisfied clients. But there's another side to the story that often gets ignored: the financial health of your business. And here's the truth we see every day as construction bookkeeping specialists: Even skilled contractors with full calendars can run into cash flow problems, tax stress, or profit shortfalls—not because of the work, but because of the numbers. That's where Pillar 2: Controlling the Money comes in. In this post, we'll talk about how to take control of your finances through simple, construction-friendly accounting practices—so you can stop guessing and start growing.  Why Money Control Is the Backbone of a Construction Business In construction, money doesn't flow evenly. You might spend thousands on materials before getting paid. You may win one big job and then go three weeks without a deposit. Labor and equipment costs can shift mid-project. It's a juggling act. That's why proper accounting isn't just about keeping the IRS happy—it's about: Knowing your job costs Pricing with confidence Keeping cash flow steady Making better business decisions Staying compliant and audit-proof If your books are messy, late, or nonexistent, you're flying blind. However, when your numbers are precise and current, you can run your business, not just react to it. The 5 Biggest Money Mistakes We See in Construction Businesses Let's start with the most common money-related problems we help contractors fix: 1. Bidding Without Knowing Actual Costs Many contractors “guesstimate” job prices based on experience rather than actual data. However, with inflation, labor fluctuations, and new materials, those estimates can quickly lead to underbidding and lost profits. 2. Mixing Personal and Business Finances Swiping your business card for groceries or buying tools with your debit card? That's a fast track to messy books and missed deductions. 3. Falling Behind on Invoicing or Collections Delaying invoices or avoiding follow-ups means delayed payments—and often, unpaid work. 4. Ignoring Overhead Suppose you only account for direct costs (such as materials and labor) and overlook indirect costs, including your phone bill, fuel, insurance, and software subscriptions. In that case, you'll never see your actual profit. 5. No Real Cash Flow Planning Not knowing how much is coming in or going out in the next 30 days can lead to bounced checks, late payments, and last-minute borrowing. Sound familiar? Let's fix that. The 3-Part System for Controlling Your Money Here's how we help contractors like you get your finances under control without overwhelming spreadsheets or accounting jargon: 1. Job Costing – Know What Each Project Really Costs Job costing is the process of tracking every dollar that goes into each project, including labor, materials, subs, equipment, and overhead allocation (LMOS™). Why It Matters: You'll know which jobs are profitable—and which ones aren't worth repeating. You'll improve your estimates over time using real data. You'll spot problems early (like a crew taking too long or material waste). How to Start: Use separate expense categories for each job in your accounting software (or at least use tags/notes). Track time and material costs in real-time, not weeks later. Include a portion of your overhead per job (rent, insurance, admin time, etc.). Even a basic spreadsheet is better than nothing. But ideally, use tools like QuickBooks with project tracking, or apps like Buildertrend that integrate with bookkeeping. 2. Cash Flow Management – Know What's Coming and Going Cash flow isn't the same as profit. You can make a $10,000 profit on paper, but still run out of cash if a client delays payment or if you pay subs too early. Why It Matters: Helps you avoid shortfalls, late payments, or needing to dip into personal funds. It makes it easier to plan purchases or hire help when you can afford to do so.   How to Start: Create a weekly cash flow forecast: List all expected income and expenses by date so that you can plan around slow weeks or high-expense periods. Require deposits and progress payments on jobs. Set up reminders for invoicing and follow-ups to ensure timely payments. A construction business with no cash cushion is one unexpected delay away from severe stress. Cash flow forecasting gives you breathing room and peace of mind. 3. Monthly Reporting – Make Decisions Based on Facts, Not Feelings Every month, you should be reviewing key reports that tell you how your business is doing, not just how you feel it's doing. The 3 Reports You Need: Profit & Loss Statement (P&L) – Are you making money? Balance Sheet – What do you own vs. owe? Job Profitability Reports – Which jobs performed best?   These reports help you: Adjust pricing and scope when needed Spot overspending early Justify business decisions (such as hiring, purchasing equipment, or expanding) Get ready for taxes long before tax season If your current bookkeeper isn't giving you these reports—or if you don't understand them—it's time for a better system. Bonus Tips for Easy Financial Control Here are a few more best practices we recommend for all small construction business owners: 1. Separate Business Accounts Use a dedicated business checking account and credit card. It simplifies tax prep, reduces errors, and keeps you audit-ready. 2. Keep Receipts and Documentation Use apps like Hubdoc, Dext, or QuickBooks Online to snap and store receipts. Label them with the project name for faster reconciliation. 3. Use Software That Fits Construction Generic accounting tools are sufficient, but platforms like QuickBooks for Contractors, Joist, or Buildertrend offer features specifically tailored to the construction industry, such as progress billing, time tracking, and job costing. 4. Work with a Specialist A bookkeeper who knows construction can save you hours of frustration—and thousands in missed tax deductions or mispriced jobs. The Bottom Line: You Can't Grow What You Don't Measure and What You Can Measure, You Can Manage You wouldn't build a house without a plan. So don't run your business without a handle on your numbers. Controlling the money through job costing, cash flow tracking, and monthly reporting allows you to: Price smarter Avoid financial surprises Protect your profit margins Make better growth decisions You don't need to become a financial expert. You need a system that gives you visibility—and a partner who can help you stay on track. Need Help Getting Your Finances Under Control? We specialize in helping small construction business owners like you: Set up or clean up their books Track job profitability Forecast cash flow Understand their financial reports Let us know how we can help you. Book a free 30-minute consultation and take the guesswork out of your finances—so you can focus on doing great work.

Send us a textHey everyone! This month's live Q&A was packed with so many good questions from the community. We covered everything from client communication systems to accrual accounting transitions, and I even got to address some pricing questions that I know so many of you struggle with.In this episode you'll hear:Client request systems and processesXero migrations and software recommendationsAccrual accounting deep divePricing strategies and business growthResources mentioned in this episode:Xero: https://xeroamericas.partnerlinks.io/79afz10exu7dJet Convert: https://jetconvert.com/Hubdoc: https://www.hubdoc.com/Kajabi: https://app.kajabi.com/r/SLFEMUL4/t/uiptq7nuGusto: https://gusto.com:/partners/i/serena591TaxJar: https://www.taxjar.com/Keeper: https://keeper.app/?via=serenaContent Snare: https://contentsnare.com/#_r_serena58Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bbaElevate: https://www.ambitiousbookkeeper.com/elevatePricing for Profit: https://www.ambitiousbookkeeper.com/storeBookkeeping Biz Workshops: bkworkshops.onlineAmbitious Bookkeeper Facebook Group: https://www.facebook.com/groups/ambitiousbookkeeperAlyssa Lang/Workflow Queen: https://www.workflowqueen.comKatie Ferro's Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvvBookkeeper Launch: https://sk293.isrefer.com/go/BLFS/SS64/Akadian: https://fastandeasyqbo.samcart.com/referral/ihiA1kYR/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. PlGet access to the Dubsado Decoded Private Podcast Series here>> Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Send us a textIn this May Q&A episode, Serena dives deep into the practical side of building a bookkeeping business, covering everything from software partnerships and pricing strategies to finding your niche and standing out from the competition. She shares real-world advice on working with Xero and Gusto, addresses common struggles with client onboarding, and provides actionable tips for bookkeepers at every stage of their journey.In this episode you'll hear:How to handle software costs and partnerships with Xero and GustoStrategies to differentiate yourself in a crowded bookkeeping marketThe real talk on choosing your niche and why you shouldn't let others talk you out of what you loveGame-changing client onboarding tactics that eliminate problem clients from day oneResources mentioned in this episode:Xero, Gusto, QBO, Hubdoc, Jet Convert, Dubsado, Relay Bank, Squarespace, Kajabi, Bluehost & HoverBookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bbaBBA VIP upgrade optionSquarespace for Bookkeepers program by Tia: https://www.riledupgoats.com/ssfbBookkeeping Biz Workshops (coming August, evenings, 3 days)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 at ambitiousbookkeeper.com/training

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

Managing receipts, invoices, and bookkeeping can be a nightmare for small business owners—but it doesn't have to be! In this episode, Sarah and Wendy talk into Hubdoc, a game-changing tool that helps streamline accounting processes, reduce admin time, and keep your financials in order.

Xero Limited is a software-as-a-service company. It operates a global small business platform which includes a core accounting solution, payroll, workforce management, expenses, and projects. Its segments include Australia and New Zealand (ANZ), and International. It also has an ecosystem of connected apps and connections to banks and other financial institutions helping small businesses access a range of solutions from within its open platform to help them run their business and manage their finances. Its cloud-based platform allows small business customers and partners to access real-time data to manage their businesses, support compliance with accounting and tax requirements, collaborate, and connect to other parties such as banks, financial services partners, or ecosystem apps. The features and tools of its software platform include pay bills, claim expenses, bank connections, accept payments, and others. Its brands include Planday, WorkflowMax, Hubdoc, TaxCycle, and Tickstar.Shares for Beginners and Stockopedia proudly present "Weekend Watchlist". Each week we dissect a company using Stockopedia's Factor driven analysis process. Go to https://why.stockopedia.com/sfb/ for your free trial and special discount offer. Why not join Stockopedia today and take advantage of this special offer of 10% off the first year of membership and see for yourself why Stockopedia is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee: https://why.stockopedia.com/sfb/ Find out more about Stockopedia by going to my review: https://www.sharesforbeginners.com/stockopedia-aunz-reviewDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

There aren't many industries tech hasn't revolutionised... Including the world of CFOs, accountants, bookkeepers and numbers ninjas.So today I have Hilary O'Dwyer and we're chatting how  to better understand and manage their finances using tools like Xero and Hubdoc. Hilary shares insights on self-serving financial management, running essential reports, and organising data effectively. Key takeaways include the importance of seeing accurate financial data, the benefits of using software features for budgeting and transaction tracking, and practical tips for utilising Hubdoc and other financial apps to save time and improve financial literacy.Hilary O'Dwyer is a numbers ninja and the founder of Titian Consulting, a virtual CFO offering.After 25 years working and managing the finance teams for large and listed organisations in Australia and the UK, Hilary now helps business owners & CEOs of start-ups look after the hard stuff, understand their numbers and create and execute strong business plans. Working in the business, she makes sure everything is up to scratch so there are no nasty surprises down the line.Numbers tell a compelling story, but most business owners aren't trained to interpret the data in a way that benefits their bottom line. As a finance professional, Hilary helps people streamline their processes and create business plans based on accurate information and not a gut feeling. www.titian.consultingConnect with Hilary on LinkedIn DOWNLOAD MY CONTENT PLANNER - https://becchappell.com.au/content-planner/Instagram @bec_chappellLinkedIn – Bec Chappell If you're ready to work together, I'm ready to work with you and your team.How to work with me:1. Marketing foundations and strategy consultation 2. Marketing Coaching/ Whispering for you a marketing leader or your team who you want to develop into marketing leaders3. Book me as a speaker or advisor for your organisation4. Get me on your podcastThis podcast has been produced and edited by Snappystreet Creative

In this episode, we are joined by Natalia Maria as she shares her extensive experience in property investment, bookkeeping, and the balancing act of managing a full-time career alongside being a mother of two. Introduction and Background: Natalia shares her unique background, growing up in Aberdeen with Polish and English parents. She studied accountancy and finance in Edinburgh and became a chartered accountant. Early Property Investment: Natalia's property journey began with purchasing a flat in Edinburgh before the financial crisis. Despite challenges with tenants and market fluctuations, she persevered and leveraged her properties for further investments. Property and Financial Strategy: Emphasis on the importance of refinancing and using equity to grow her property portfolio. Benefits and challenges of service accommodation (Airbnb) versus long-term rentals, particularly in the saturated Aberdeen market. Bookkeeping Business: Natalia runs a successful bookkeeping business, serving clients in construction, property management, and other small businesses. Importance of good bookkeeping practices and utilizing technology like Xero and Hubdoc to streamline processes. Balancing Multiple Roles: Insights on managing her career, businesses, and family life with a supportive partner and good time management. Future Plans and Vision: Plans to expand her service accommodation business to cities like Dubai, London, and Barcelona. Moving to Slovenia with her family while continuing to manage her businesses remotely. Advice for Entrepreneurs: Significance of financial education, planning, and flexibility. Encourages leveraging support networks and technology to manage multiple responsibilities effectively. Tune in to hear Natalia's inspiring journey and valuable advice for balancing business, family, and property investment. Don't miss her insights on financial strategy and the future of her expanding ventures! Follow Natalia on Instagram: https://www.instagram.com/natalia.maria.s/ Beyond Bookkeeping: https://www.instagram.com/beyondbookkeepinguk/ ---------------------------------- Follow Prime Property Auction on Instagram: Prime Property Auction: https://www.instagram.com/primepropertyauctions/ John: https://www.instagram.com/john_property_auctioneer/ Luis: https://www.instagram.com/luis_property_auctioneer/ Visit Prime Property Auction website: https://primepropertyauctions.co.uk/ Follow us on all of our social media accounts. **DISCLAIMER**Please do your own due diligence on any of our guests you may decide to do business with. We interview in good faith. However, we cannot be held responsible for any credibility issues that may arise.

On this episode of Growing Your Firm, host David Cristello welcomes back Nayo Carter-Gray, owner of 1st Step Accounting. Nayo, an enrolled agent and Advanced Certified QuickBooks Online Pro Advisor, is known for making accounting less taxing.  The conversation also covers the importance of diversity and inclusion in various aspects of business, setting boundaries in work, and prioritizing work-life balance, accounting automation, and technology in the accounting industry. Nayo Carter-Gray is a distinguished figure in the accounting industry, known for making accounting less taxing for her clients. With over 25 years of experience in the field, Nayo has established herself as an enrolled agent, a QuickBooks Online Advanced Certified Pro Advisor, and a Gusto Ambassador.  Her impressive credentials also include being recognized as one of Hubdoc's top 50 cloud accountants, a former Intuit Accounting Council member, and one of Forbes' top 100 tax Twitter accounts. Nayo's commitment to diversity and inclusion in the accounting profession is evident through her active involvement in promoting underrepresented voices.  As the founder of 1st Step Accounting, Nayo prioritizes setting boundaries and emphasizes that other people's emergencies do not constitute emergencies for her. This philosophy reflects her dedication to work-life balance and prioritizing personal well-being while delivering exceptional service to her clients.

Can your small business afford to miss out on the financial tools that could save you time and money? Join us for an insightful conversation with Serena Shoup, an accomplished CPA turned small business owner, as she breaks down her top recommendations for small business finance management. Serena takes us through the benefits of using Relay, an online banking platform that supports the Profit First methodology, and shows how it seamlessly integrates with popular accounting software like QuickBooks and Xero. Learn why separating your business and personal finances is crucial and how Relay's features can simplify team spending management, providing practical solutions for every small business owner.Ever wondered which accounting software offers the best control mechanisms? In this episode, we explore the critical importance of audit trails and user access controls by comparing Xero and QuickBooks Online. Serena shares how Xero's inability to delete transactions enhances security and oversight, making it a preferred choice for security-conscious business owners. She also delves into the advantages of integrating Google Drive, Xero, and HubDoc to streamline your bookkeeping and document management. From setting up these systems quickly to the benefits of outsourcing bookkeeping tasks, this episode is packed with actionable steps to help you stay organized and maintain peace of mind with your small business finances. Tune in and discover how modern tools can transform your financial processes, making your business run smoother and more efficiently.https://relayfi.com/?referralcode=ShoupCPAhttps://www.xero.com/us/https://www.hubdoc.com/ofcoursebookkeeping.comSerena Shoup | OwnerOf Course Bookkeeping760.440.5102

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

In this minisode I talk about our Hubdoc process & procedures for our clients, plus I give an example of how to encourage your clients to use Hubdoc!Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bbaBecome a Bookkeeper: 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/onboardBecome 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)

All of us are freelancers for a reason: we want freedom. We also envisioned financial freedom.  We're diving deeper into the bookkeeping, the accounting, and the expenses we can write off so that we are not paying the IRS as much. We're getting credit for running our business because we're already paying a self-employment tax. We might as well take off these additional write-offs so we're not penalized for making more money. But we're doing this so we face our numbers, learn our numbers, and know where we're going. My guest Serena Shoup is a corporate CPA turned bookkeeping business CEO. She's a mentor for other bookkeepers & accountants and a mom of 3. She built her business as a side hustle to motherhood when she left corporate to have her second daughter. She's passionate about helping business owners become CEOs and take control of their money through her company Of Course Bookkeeping and she mentors other bookkeepers and accountants to do the same through her company The Ambitious Bookkeeper®️. Listen in to learn more about taking control of your freelance finances to create greater stability essential steps to safeguard your personal assets and streamline your business operations important guidelines and good money habits key deductions that could potentially save you thousands in taxes each year strategies for standing out in your industry and commanding higher rates for your specialized skills Serena is amazing. She actually does bookkeeping for my business. You're going to learn a lot, and if anything, your takeaway is to be empowered to put your business first and treat it as a real business and not just a hobby.    Sponsored by The Digital Marketer's Workgroup Already doing the work and have clients? But need more clients and a better referral network? This is your chance to get in with a tight-knit freelancer community and be a part of the behind-the-scenes conversations, encouragement, and troubleshooting that we all need when we're working solo. We also have advanced trainings, networking opportunities, and job leads. Apply here for my Digital Marketer's Workgroup   Links Mentioned in the Show I use an AMEX business credit card. I pay my contractors, software subscriptions, conferences, trainings, and Facebook ads and rack up points (I wanna go to Greece) AND create credit for my business/LLC. Apply for an American Express Card with my referral link: https://americanexpress.com/en-us/referral/EMILYR9VBI?XLINK=MYCP With your new Card, you could earn a welcome bonus and your friend could earn a referral bonus. Terms Apply. A must-read for all business owners: Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine Hardcover by Mike Michalowicz  My CPA recommends Relay Banking for business: https://relayfi.com?referralcode=ShoupCPA It's free and I can have multiple accounts to implement Profit First. I do a hybrid of 3 accounts: Operating Expenses, Taxes, and Profit. It makes transferring money & paying contractors easy. *Serena Shoup's referral link. Hubdoc: all your bills and receipts in one place, you can import all your financial documents & export them into data you can use.   Connect with Serena: Instagram: @coursebookkeeping  Facebook: Of Course Bookkeeping Website: https://www.ofcoursebookkeeping.com/  Podcast: The Ambitious Bookkeeper Freebies: DIY Bookkeeping Guide- Learn the financial tasks every online expert should be performing. KPI Guide- 4 key financial indicators every online expert should be tracking.   Connect with Emily: Facebook Community: Emily's Unicorn Digital Marketing Assistant Lab Instagram: @emilyreaganpr  Facebook: @emilyreaganpr   3 ways we can work together:  Get on the waitlist for the Live Unicorn Digital Marketing Assistant School. My signature course on digital marketing implementation will give you the confidence and teach you HOW to do the work that's in demand and highly marketable. This is the secret weapon to getting booked out. Or get started now with the Self-Study version of UDMA School here. Got the skills but need help getting your digital marketing services business to take off? I've got an advanced tight-knit referral and networking community that can help and I would love for you to apply here for the Digital Marketing Workgroup. You'll get the latest updates and trainings, networking opps and job leads from online business owners who are looking to hire digital marketing implementers and assistants. Looking for a fast way to get your foot in the door with up-to-date skills? Take my 2-hour Quickstart to Facebook Community Management workshop and learn how to help online business owners like course creators and membership site owners manage and engage their community    >>> Download my Top Ten Most Requested Digital Marketing Tasks & Services

Yoseph West joins Blake and David to examine Relay Financial's background and their ambition to solve banking problems by becoming a bank themselves, designing the ideal user experience, and overcoming regulatory challenges. West also outlines Relay's redesigned accountant partner program, its many benefits, and upcoming features like receipt capture. The discussion turns to best practices for incorporating technology like Relay into accounting practices to solve client problems and the importance of understanding client pain points.Meet Our Guest, Yoseph WestLinkedIn: https://www.linkedin.com/in/yosephwest/Twitter: https://twitter.com/bankwithrelayFacebook: https://www.facebook.com/bankwithrelayInstagram: https://instagram.com/bankwithrelayLearn more about the Relay Partner Program: https://www.relayfi.com/advisor-partner-program?referralcode=acctpod&utm_source=ab&utm_medium=podcast&utm_campaign=abpartnerprogramListener SurveyPlease take our listener survey: https://accounting.show/surveyNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

- I would like to acknowledge the traditional custodians of the land on which I recorded this episode, the Coodjinburra People of the Bundjalung Nation, and the land on which you're listening to it. I pay my respects to the elders, past and present, of those lands. I extend that respect to all Aboriginal and Torres Strait Islander listeners. Thank you for sharing this space with me. -As a business owner, keeping accurate and up to date records of your transactions is not only a legal requirement but also crucial for the success and growth of your business. So in this episode, I'm sharing some essential record-keeping responsibilities that every business owner should be aware of and why establishing good record-keeping habits is essential.Understanding Record Keeping ObligationsIn Australia, you are legally obligated to keep records of all your transactions related to tax and superannuation matters. This includes revenue and expense records such as invoices, bills, and receipts. You must also maintain documents that outline decisions, choices, estimates, determinations, or calculations made for your business's tax and superannuation affairs. In short, every transaction and relevant documentation must be recorded and retained.Maintaining accurate and complete records is not just about meeting your legal obligations; it also has a range of benefits for your business. Effective record-keeping allows you to monitor the health of your business by keeping track of your income and expenses and helps you comply with any regulatory requirements. Keeping accurate records will also keep you well-prepared for tax time and ATO audits, should they come knocking. Trust me, The Australian Taxation Office has robust data-matching capabilities and conducts regular audits to ensure compliance. Use Accounting SoftwareI highly recommend using Xero as your accounting software to streamline your record-keeping process. This software allows you to link your business bank account, ensuring all transactions are automatically recorded. On the topic of bank accounts, make sure you separate your business and personal expenses to simplify your financial management and also protect your privacy.Have Support Documentation for Each TransactionWhile the bank feed in your accounting software provides a great overview of your transactions, it is essential to support each entry with relevant documentation. For sales, provide invoices sent to clients or data from underlying sales systems. For expenses, keep receipts and tax invoices from suppliers. Remember, to claim GST on expenses, you need to have a tax invoice from the supplier.Leverage TechnologyTake advantage of innovative applications like Hubdoc or Dext to streamline your record keeping. These tools allow you to capture and store documents electronically, providing a centralised location for all your records. They also extract relevant data, facilitating smooth bookkeeping into your accounting software.Organise Your DocumentationEstablish a systematic approach to document storage using cloud-based platforms such as Google Drive, OneDrive, or Dropbox. Create folders for different areas of your business, such as finance, HR, legal, and insurance. Within each folder, organise documents by financial year or relevant categories. This structured approach ensures easy retrieval of information when you need it.By adopting good record-keeping practices, you not only ensure compliance with regulatory requirements but you'll also gain a clear understanding of your business's financial health. So stay organised, follow the rules, and keep proof of your compliance. These small steps will protect you from potential penalties, make financial management more efficient, and contribute to a good night sleep every

That's a wrap of the Marketing Powerups Show for 2023! In this special episode, Ramli John shares clips from the top 5 best marketing powerups of the year. Download all 5 powerups cheatsheet for free: https://marketingpowerups.com/050

Eric Doty, Content Lead at Dock, shares his process and template for onboarding freelance writers to his team. Download the free powerups cheatsheet: https://marketingpowerups.com/049

Christina Garnett, Principal Marketing Manager of Offline Community and Advocacy at HubSpot, shares her hierarchy fo customer delight. Download the free powerups cheatsheet: https://marketingpowerups.com/048

Neal O'Grady, Co-Founder of Demand Curve, shares his 5 C's for un-ignorable content and standing out on social platforms. Download the free powerups cheatsheet: https://marketingpowerups.com/047/

Talia Wolf, Founder of GetUplift, shares her emotional targeting for increasing conversions. Download the free powerups cheatsheet: https://marketingpowerups.com/046/

Ty Magnin, CEO at Animalz, shares his 3-tier content strategy that's driven by AI. Download the free powerups cheatsheet: https://marketingpowerups.com/045/

Stewart Hillhouse, Head of Content at Mutiny, shares his conference content playbook. Download free powerups cheatsheet: https://marketingpowerups.com/044/

Becky Pierson Davidson, Founder of BPD Strategy, shares her community retention playbook that she used to decrease Bossbabe's course refund rate by 6%. Download this episode's powerups cheatsheet.

Dr. Fio Dossetto, Sr. Content Strategist at Float.com and Founder of the contentfolks newsletter, shares her E.A.S.Y. content framework. Download the free powerups cheatsheet: https://marketingpowerups.com/042

Shannon Howard, Director of Customer and Content Marketing at Intellum, shares her customer education blueprint that elevates your customers to the next level. Download the free powerups cheatsheet: https://marketingpowerups.com/041

Dan Sanchez (a.k.a., Danchez) shares his 3 pillars for building and growing your audience. Download the free powerups cheatsheet: https://marketingpowerups.com/040

Matt Ragland, Managing Director at Good People Digital, shares his 7-figure newsletter monetization strategy for content creators and marketers. Download the free powerups cheatsheet: https://marketingpowerups.com/039

Kevan Lee and Shannon Deep, co-founders of Bonfire, share their brand storytelling framework. Download the free powerups cheatsheet: https://marketingpowerups.com/038

Tiffany Da Silva, Founder of Flowjo.co, shares her 3 tactics for beating imposter syndrome. Download the free powerups cheatsheet https://marketingpowerups.com/037

Devin Bramhall, Growth Advisor and former CEO of Animalz, breaks down her media-led content strategy. Download the free powerups cheatsheet. https://marketingpowerups.com/036

Tune into #TGV373 to get clarity on the above topic. Here are the timestamp-based pointers from Tasso Nikitaki's conversation with Naveen Samala on The Guiding VoiceIntroduction and context settingTasso's PROFESSIONAL JOURNEY AND THE TOP 3 THINGS THAT HELPED IN His SUCCESSToughest lessons learned in his entrepreneurship journeyAbout his venture Pigeonking - the rationale behind that nameTasso has helped brand and raise capital for over 300 startups in the last two decades, How does he approach brand building for companies?How he helped Hubdoc which was acquired by Xero for $70M?The most challenging assignment that he has worked on so far.WITTY ANSWERS TO THE RAPID-FIRE QUESTIONSONE PIECE OF ADVICE TO THOSE ASPIRING TO MAKE BIG IN THEIR CAREERS TRIVIA ABOUT First Billboard ABOUT THE GUEST:Tasso Nikitakis is a senior creative, with 18 years of experience, who specializes in leading the design process for startups who care about having unified brand experiences between their marketing communication and the product(s) they offer.He is an expert in strategizing with CEOs and at leading the design process for customer-centric brands that want to visually communicate their value and convert strangers into customers, by creating amazing logos, evergreen websites, captivating marketing funnels, printed and online collateral, and so much more.Connect with Tasso Nikitakis:https://www.linkedin.com/in/tassoart/CONNECT WITH THE HOST ON LINKEDIN:Naveen Samala: https://www.linkedin.com/in/naveensamalahttp://www.naveensamala.comIf you'd like to contribute to our mission, please donate (any amount of your choice) through Paypalhttps://paypal.me/NaveenSamlaIf you wish to become a productivity monk: enroll for this course: https://www.udemy.com/course/productivitymonk/TGV Inspiring Lives Volume 1 is on Amazon:Kindle:https://amzn.eu/d/cKTKtyCPaperback:https://amzn.eu/d/4Y1HAXj#TGV is available in Hindi & Telugu:https://youtube.com/@tgvhindi https://youtube.com/@tgvtelugu Audio:https://open.spotify.com/show/2wyLNGG0tsHucmhRauh4o3 (#tgvhindi)https://open.spotify.com/show/3fCfHwoFIiehHJSPcgoX4I (#tgvtelugu)FOLLOW ON TWITTER:@guidingvoice@naveensamala Hosted on Acast. See acast.com/privacy for more information.

Brooklin Nash, Founder of Beam Content, shares his expert-driven content strategy. Download the free powerups cheatsheet. https://marketingpowerups.com/035

Sarah Stockdale, Founder of Growclass, shares 3 copywriting exercises to write copy that sells. Download the free powerups cheatsheet: https://marketingpowerups.com/034

Ryan Law, Former CMO at Animalz, shares AI Prompts that can make you into a super content marketer. Download the free powerups cheatsheet: https://marketingpowerups.com/033

Eli Schwartz, Author of Product-Led SEO, shares his SEO strategy for AI search engines. Download the free powerups cheatsheet: https://marketingpowerups.com/032

Aleyda Solis, an SEO consultant and Founder of Orainti, shares the 6 elements of effect AI prompts for SEO. Download the free powerups cheatsheet: https://marketingpowerups.com/031

Ronnie Higgins, Director of Content at OpenPhone, breaks down how the Disney Synergy Growth Map guides how he approaches content marketing. Download a free powerups cheaetsheet: https://marketingpowerups.com/030

Margaret Kelsey, marketing advisor and Founder of Tatco, shares her 4-part strategic brand flywheel. Download the free powerups cheatsheet at https://marketingpowerups.com/029

Joel Kletkke, Founder of Case Study Buddy, shares how he creates snackable customer success stories that sell. Download the free powerups cheatsheet: https://marketingpowerups.com/028

Claire Suellentrop, Author of Forget the Funnel, shares the customer research process for marketing. Download the free powerups cheatsheet at https://marketingpowerups.com/027

Justin Simon (a content strategy consultant) shares his 3C Content Repurposing Strategy for getting off the content creation hamster wheel. Download the free powerups cheatsheet: https://marketingpowerups.com/026In this Marketing Powerups episode, you'll learn:Why content distribution is so important.The benefits of considering content distribution first.Justin's 3C content strategy.How diversification accelerated Justin's content career.

Matt Roberts is a veteran of the Canadian tech and venture scene. In Silicon Valley, his story would be somewhat common, a young talented tech person, the child of a computer pioneer, moves up the ranks through mentorship and gains wealth and stature through savvy choices and a little luck. However, in Canada, these stories are far less common and therefore more exciting to share.This is a fun trip through Canadian Tech history. Matt was around, and often in a pivotal position, to see the rise of tech giants like GaN Systems and Shopify, and he brings a perspective of a tech scene that pre-dates the internet through the experiences of his late father, John Roberts. This is a candid and wide-ranging conversation that was an amazing deep dive.About Matt Roberts:Matt is a cofounder and General Partner at CMD Capital, focusing on Seed opportunities in AI with a generalist lens. Matt Co-Founded CMD Capital after spending seven years with ScaleUP Ventures, where he was Partner and subsequently a GP in its Opportunity Fund. While there, he was the lead investor in Solink, Renorun, Rewind, and #paid. Prior to that Matt was at BDC, where he led the IT Venture Funds investments in Crowdriff, Sonder (Flatbook), Hubdoc, Unsplash and Crew. He also raised the Seed and Series “A” round for Semiconductor startup GaN Systems. Matt started in Venture as an Analyst at Wesley Clover, best known as billionaire entrepreneur Terry Matthews investment group. He was a founder and operator at various tech companies early in his career.In addition to his MBA from Western University, Matt holds a BA from Carleton University.In this episode we discuss:(01:28) Matt's journey into tech following in his dad's footsteps(04:46) Why mentorship and curiosity are so important(05:54) Working with Terry Matthews early in his career(08:20) His experience at GaN Systems helping raise funds(14:07) His time at BDC(16:30) Starting ScaleUp Ventures in 2016(18:18) How being a GP changed his investing philosophy(20:01) Decision making process at ScaleUp(20:44) Why it's prudent to make friends with Junior partners(22:14) The evolution of the Canadian Venture Capital market(24:22) Launching CMD Capital(26:57) How fund size effects investing(27:36) Why smaller funds can deliver more value(29:16) CMD investing thesis(33:04) How the lack of early-stage Canadian VCs has effected the market(36:25) What CMD brings to founders beyond money(38:13) Advice to young investors(42:28) Trends he is seeing in VCFast Favorites*

Kate DeGroot, Director of Demand Gen at Casted, shares the 5 stages of the B2B Podcast Maturity Curve. Download the free powerups cheatsheet at https://marketingpowerups.com/025/.In this Marketing Powerups episode, you'll learn:The benefits of starting a podcast as a B2B brand.The 5 stages of the B2B Podcast Maturity Model.An example of a great B2B podcast show.How to hone your marketing instincts.

Camille Trent, Director of Content and Community at PeerSignal, shares the viral newsjacking technique that doubled their email list from 6K to 12K in 45 days. Download the free powerups cheatsheet: https://marketingpowerups.com/024.

Writing and creating content is one thing. But editing other content marketers' work takes a special kind of skill.One of those content editing experts is Tommy Walker. With a career that spans over 18 years, including being the editor and chief at Shopify and now founder of Content Studio, he's seen common mistakes that writers make time and time again:It's why Tommy developed 3 axioms that guide his editing and content creation process.In this Marketing Powerups episode, you'll learn:Why having a solid premise is important when creating content.How content is a form of social currency.Tips to make your content shareable.One powerup that's accelerated Tommy's career.

Everybody hates marketers.Well, not everybody… but if you look at a Gallup survey from 2020, Americans rate advertising practitioners as only slightly more trustworthy than car salespeople!Ouch, that hurts.It's because people believe marketers are willing to bend the truth and manipulate people to buy things they don't want. Modern buyers are more skeptical of advertisements and marketing messages than ever.Melanie Deziel, VP of Marketing at The Convoy and Author of Prove it: How Modern Marketers Earn Trust, argues the burden of proof is on marketers:"If we don't acknowledge the incredible amount of skepticism and doubt that we're up against, then chances are we're not going to be able to overcome it. It's why modern marketers need to act more like lawyers who bring evidence to prove their brand claims."Today, Melanie shares the 3-part trust-building content strategy. In this Marketing Powerups episode, you'll learn:The 5 types of claims that brands make.The 3 types of evidence provide compelling evidence for those claims.A brand that's doing a good job of using evidence to prove their claims.One career powerup that's helped Melanie accelerate her career.⭐️ Free powerups cheatsheetSubscribe now to instantly unlock a powerup cheatsheet that you can download, fill in, and apply Melanie Deziel's trust-building content strategy using the "Prove It" framework: https://marketingpowerups.com/022

On this episode, we're airing another Q&A! This time, Serena answers questions from our very own Ambitious community. She shares tips and tricks on file-sharing systems, backup software, core values, hiring strategies, and more.In this episode you'll hear:how to utilize Google Drive and Hubdoc for your businessstrategies for finding quality candidates for hiringperks of being in BBA VIPResources mentioned in this episode:See how The Bookkeeping Business Accelerator® VIP can help you start or grow your bookkeeping business ↗️Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaFollow on Twitter: twitter.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)Join the next free training at ambitiousbookkeeper.com/training

Season 4 Episode 61 | In this episode of Accounting High, host Scott interviews Ms Smiles aka Alex Miles, a social media marketer and former employee of T-Sheets. Alex talks about her journey from high school pranks to her passion for social media marketing, and how she used her skills to connect with others and brighten their days. She also shares insights into the power of community, the importance of being authentic on social media, and the value of in-person meetups. Alex's infectious energy and positive attitude make this episode a must-listen for anyone looking to find their own passion and connect with others in the accounting industry. Interview: Alex shares the story behind her "Smiles" moniker She talks about the power of community building and the role social media plays in it Alex discusses her time at T-Sheets, including her involvement in the ABC Tournament and the T-Sheets raffle She also talks about meeting David Barrett and connecting with the Intuit community Alex shares her philosophy on social media, which includes being authentic and not judging others She also discusses her passion for comedy and making people laugh Finally, Alex talks about the importance of in-person meetups and getting help from and giving help to others Closing: Alex performs a rap Alex wraps us up by discussing the power of community and the importance of being yourself on social media. Shoutouts: FreshBooks, Hubdoc, Xero, MailChimp, QuickBooks, TSheets, Expensify, David Barrett, TurboTax, John Garrett, Misty Megia, Twyla Verhelst, CPA, Laura L. Lynn Ed D, MBA, MS, CFE, EA, Sherrell T. Martin, Slack, Ron Baker, Jason Staats, CPA, Terrell A Turner, CPA, Nikole Mackenzie, --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Season 4 Episode 25 | Recorded November 30, 2022 Thank you to our Booster Partner, FreshBooks In this episode, Scott talks to Andrew Wall, CPA, CMA who shares his journey of going off on his own to pursue his vision. They discuss Andrew's background, including his experience studying sociology and technical college and his dad's vision for an accounting app. Andrew also talks about the early days of cloud technology and why accounting has been slow to adopt new tech. They also delve into building small communities and how companies should listen to their customers to improve their services. They wrap up the podcast by talking about the importance of connective tissue and how it plays a vital role in building a community. Caught in Canadian customs The art of chaos and Andrews Andrew in High school Sociology in College Technical College Dad's vision for an Accounting app The app hit a roadblock Going off on his own for the vision Taking over dad's firm Was accounting in the back of your mind? Back to school New technology Early days of cloud Why is accounting late to the tech game? Sports Being who you are Where is Andrew right now? Scott away from his firm ISO Cerftification Andrew's numbers Work ethics Andrew's media presence Vanity numbers and engagement Walking contradiction & Ambiverts & Coonferences Growing community and FreshBooks Companies listening to customers Flooded with apps and building small communities Connective tissue Wrapping up All the Shoutouts: FreshBooks, Accountex, Kellie Parks CPB, Xero, Intuit QuickBooks, Mike McDerment, Hubdoc, Relay, Shopify, Twyla Verhelst, CPA, Sage, Sandy Johns --- Send in a voice message: https://anchor.fm/accountinghigh/message