Send us a textIn this interview episode I chat with Corree Roofener about how defining your personal and business values can transform your life. From nature walks & spiritual growth to aligning ethics to enhance your business, we're diving deep into what truly matters!In this episode you’ll hear:The overlap of business and personal valuesFoundational pillars of wealthAudit your values annuallyLeaving a legacy that’s different from what society expectsResources mentioned in this episode:Find your values on Think2Perform.comFinancial Narrative WebinarMeet CorreeAs a Mother, Nana, Female Entrepreneur, Financial Coach and Passionate advocate for the Foster/Adopt community, Corree Roofener has devoted her life to empowering individuals to live authentically, boldly and intentionally.Driven by a passion to help others break free from the shackles of fear and judgment and recognizing the interconnectedness of mind, body and spirit, Corree excels and guiding others to begin to gain clarity about their stories with money one of our five foundational pillars. Her approach encompasses mental, emotional and physical well-being. Through personalized coaching, transformative workshops and inspiring speaking engagements, she equips her clients with tools to align their actions with their aspirations.“If you want something you've never had, You must be willing to do something you've never done.” ― Thomas JeffersonConnect with Corree📱 IG: @correeroofenercoach🎙️ Courage Coalition PodcastThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this interview episode, we dive into the world of bookkeeping with a twist—neurodiversity. Join me as I chat with Aneisha Velazquez from Yellow Sky Bookkeeping. She’s sharing her unique journey with autism and ADHD while offering tips on building better systems and communication. Grab a cup of coffee, and let’s get into it!In this episode you’ll hear:energy-focused schedulingthe art of setting boundaries in client work to keep your peace of mindhow to explain bookkeeping lingo in reports to clientsAneisha’s journey of understanding autism and its impact on her career and clear communicationMeet AneishaAneisha is the owner and founder of Yellow Sky Bookkeeping. They specialize in cleaning up messy books for service providers so they can finally file taxes without losing all their free time. She’s also neurodivergent. As an adult, she was diagnosed as Autistic with a side of ADHD.When she’s not working in spreadsheets, she likes to read, learn about random topics, and take walks with her husband.Connect with Aneisha💼 LinkedIn: @aneisha-v📹 YouTube: @yellowskybookkeeping📱 Threads: @yellowskybookkeepingThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this interview episode, we're continuing our neurodivergent series and diving into the inspiring journey of Amy Burgess, a fellow neurodivergent and brilliant bookkeeper. If you're curious about building a business that truly reflects who you are and want some killer insights into making it happen, you don't wanna miss this one.In this episode you’ll hear:newer bookkeeping biz ownerher path into bookkeepinghow bookkeeping works for ND mindtips for operating with AuADHDtips for new bookkeepersResources mentioned in this episode:The Bookkeeping Business Accelerator® VIPMeet AmyAmy is a neurodivergent bookkeeper and the founder of Jointly Balanced. Her boutique firm offers financial management services to socially conscious small business owners. Her passion is making finances more accessible, inclusive, and tailored to meet diverse needs.Connect with Amy📱IG: @jointlybalancedThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textThis is the first of a series we will be having on the podcast, all around neurodivergent businesses & bookkeepers. You can find these episodes by searching [ND] in brackets on our blog.In this episode you’ll hear:How to declutter & create systems in your homeOperating a business with ADHDPlanning your day in your businessHow to support a business owner with ADHD as their bookkeeperResources mentioned in this episode:Decluttering at the Speed of Life (book)Meet MegsAs a professional organizer with ADHD, Megs understands the unique challenges and untapped brilliance of the ADHD brain. She's passionate about helping others with ADHD cultivate organized spaces that foster peace and ignite creativity. Beyond physical and digital organization, Megs is an ADHD coach and does digital decluttering sessions via zoom for clients with a focus on the power of self-belief – a core principle for thriving with ADHD.Megs is also a speaker, sharing her message of how ADHD can be a superpower when understood and embraced. When not organizing, you can find her with her two daughters, beloved pets, and supportive husband. She finds joy in yoga, singing, and coloring, reflecting her ongoing commitment to personal growth.Connect with Megs📱 @organizing.an.adhd.brain on instagram and tiktokThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this interview episode, I’m chatting with Katy Murray, the brains behind the Gingerbiz Podcast. She’s a powerhouse who's done it all—from professional photography to managing HR for a big company, and even launching her own business, Katie & Co. We first connected through Threads, and it turns out we have a lot to chat about when it comes to finding success without burning out.In this episode you’ll hear:tips on slowing down to become more successful especially as a high-achieverhow to use social media intentionallyexamples of morning and nighttime routines that encourage self-carethe importance of adjusting goals based on personal or family prioritiesResources mentioned in this episode:ThreadsGinger Biz (Katy’s podcast!)Meet KatyKaty Murray is a business owner, entrepreneur, Executive of Human Resources at a Private organization, mother, and wife. Receiving multiple awards and recognition for her Photography Talent, Katy's images have been featured in over 30 publications. Now, Co-Founder of 'Katy and Co, VA', Katy helps other businesses grow and meet their success. Katy has been a guest speaker at multiple Universities, on high-ranking Podcasts, and is the Host of her own Ginger Biz. On her podcast she shares all the tips and tricks to be successful in business, while also working full time, loving on her sweet family, and practicing self-care to maintain sanity. Katy is a fun-loving business guru who wants to share her passions with the world.Connect with Katy📱 Threads & Insta: @gingerbiz🌐 Website: katymurrayphotography.com🎁 Freebie for Time Management: katymurrayphotography.com/timemanagementfreebiesThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textResources mentioned in this episode:122 ⎸ Mastering your Inner Dialogue for Success and Happiness with Sharon HefetzLiving a Happy & Balanced Mom Life JournalDownload Sharon’s FREE RECLAIM YOUR TIME Ebook for a chance to win the Journal: https://sharonhefetz.ck.page/2e23bc4935Meet Sharon Hefetz:As a dedicated mother, entrepreneur, author, and Mindset Coach with over a decade of experience, Sharon empowers women and busy mothers to reconnect with their authentic selves.In August of 2023, she was diagnosed with ultra high-risk Multiple Myeloma. This diagnosis underscored the immense value of the principles she’d been teaching. Every lesson on resilience, inner strength, and positive thinking prepared her for this personal battle. She realized the profound importance of self-love and how absent it was in her life. Genuine self-love transformed her approach to this challenge, emphasizing the need to truly listen to and act upon your intuition.Connect with GUESTlinktr.ee/sharonhefetzcoachThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

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

Send us a textIn this solo episode, I’m chatting about a question I got from one of you awesome listeners: should you add tax services to your bookkeeping biz? We’ll weigh the pros and cons, talk about building your own client base, and figure out if expanding your services is the right move for you.In this episode you’ll hear:building a personal book of businessadvantages of hiring a tax specialistbenefits & drawbacks of offering tax servicesmy experience with tax servicesResources mentioned in this episode:My free training: https://www.ambitiousbookkeeper.com/trainingMy courses: https://www.ambitiousbookkeeper.com/storeThe Bookkeeping Business Accelerator® (BBA): https://www.ambitiousbookkeeper.com/vipEmail your question to [email protected] with the subject line “Podcast Question”My YouTube channel: http://www.youtube.com/@ambitiousbookkeeperThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Enroll in The Bookkeeping Business Accelerator HERE > Cohort Dates:September 17 - November 7, 2024

Send us a textWe’ve just come back from Xerocon 2024 Nashville, and i’m giving you a backstage pass to the inner workings of how Scotty ’OKR’. Scarano secured the mainstage for one of his accounting raps—and included me in the ride!In this episode you’ll hear:the story behind Scotty & I performing at XeroconScotty’s journey rapping about accounting& you’ll get to see the actual performance (if you watch the episode on YOUTUBE HERE)Resources mentioned in this episode:Episode 200 of Accounting HighEpisode 72 with ScottyMeet Scotty ‘OKR’ ScaranoScotty is the host (rapping custodian) of the Accounting High Podcast, and the owner of Padgett NC, a franchised accounting firm.Connect with Scotty📱 Twitter: https://twitter.com/scottscarano💼 LinkedIn: https://www.linkedin.com/in/scottscaranoThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the Power to Breakthrough Bootcamp > Aug 19 - 23rd | 12 PM Eastern Daily

Send us a Text Message.In this spotlight episode, Rebekah Poirier, founder of Serenity CFO Solutions, shares her journey from the corporate world to entrepreneurship. We're getting into how she's using social media to get clients, the perks of running your own business, and how the Bookkeeping Business Accelerator (BBA) program has been a game-changer!In this episode you’ll hear:Rebekah's transition from corporate to starting a businesssocial media marketingbenefits of running your own businessthe intrinsic value of the BBA program in shaping mindsetcommunity support within the BBA program and how it compares to other groups & programsResources mentioned in this episode:The Bookkeeping Business Accelerator®UpworkFiverrQuickBooks (affiliate link)AsanaMeet RebekahRebekah Poirier is owner and founder of Serenity CFO Solutions LLC, providing virtual bookkeeping and accounting services to restaurants, retailers, and wholesale distributors all over the U.S.Connect with Rebekah💼 Linkedin👤 FB: Serenity CFO Solutions📱 IG: @Serenitycfo👩‍💻 Website Blog☎️ FREE discovery calls for those actively seeking bookkeeping support or fractional CFO services.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 Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the Power to Breakthrough Bootcamp > Aug 19 - 23rd | 12 PM Eastern Daily Register for the Bookkeeping Biz Workshops HERE>Workshops Dates: Aug 26 - Sep 3 @ 11am PT daily(Day 1) Aug 26 - Pre-party(Day 2) Aug 27 - What it Really Takes(Day 3) Aug 28 - All About That Tech(Day 4) Aug 29 - Creating a Business, not a J.O.B.(Day 5) Aug 30 - Q&A(Day 6) Sep 3 - Masterclass: Selling Without the Sleaze

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

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

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

Send us a Text Message.In this interview episode, I’m chatting with my biz bestie, Alyssa Lang (Workflow Queen)! Introducing…The Alyssa + Serena Show: Part 1. We reflect on personal & professional experiences, offering valuable insights and strategies for navigating the world of bookkeeping and entrepreneurship.In this episode you’ll hear:Serena's and Alyssa's business strategies & approachesFeeling overwhelmed and unmotivated after a breakEmpowering team membersSerena and Alyssa's evolving friendship & business relationshipReevaluating life experiences and priorities in work and lifeAdvice for setting up and delegating tasks in a firmResources mentioned in this episode:Breakthrough for bookkeepers and accountants (affiliate link)Free training → ambitiousbookkeeper.com/trainingMeet AlyssaAlyssa, aka the Workflow Queen, teaches bookkeepers and accountants how to utilize tech and automation to create better workflows, systems and processes. As a result they can run their practices on autopilot, stress less and save time!Connect with Alyssa🌐 Website: http://workflowqueen.com/📱 IG: @workflowqueen🎙️ Podcast: Conquering Workflows & Systems with the Workflow QueenThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitiousAugust 21 - 25Daily Sessions: 12 PM EasternDaily Q&As: 5 PM EasternFOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO  SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!

Send us a Text Message.Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitiousAugust 21 - 25Daily Sessions: 12 PM EasternDaily Q&As: 5 PM EasternFOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO  SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP! Dubsado Decoded Summer Sale (20% off)  CLICK HERE Wanna win a ticket to XeroCon August 14-15? *travel & accommodations not includedTo enter:Review the podcast on Apple >Screenshot your review & email it to [email protected] by 11:59 PM Pacific August 1, 2024Tune in to YouTube LIVE 9am Pacific Aug 2 to see who won! 

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

In this episode I’m exploring the world of client onboarding, while focusing on the use of Dubsado to automate the process. If you're interested in learning about automated onboarding processes and low-cost options, this episode is for you!In this episode you’ll hear:Challenges of managing multiple clients at the same timeSpecific details of the onboarding process using Dubsado, including lead capture, proposal creation, reminders, contract creation, and invoicingIntake forms tailored to client needsIntroduction of the Dubsado Decoded course and its featuresUse of email templates throughout the onboarding processResources mentioned in this episode:Some of these are affiliate links.Dubsado CRMDubsado Decoded CourseFree Onboarding TemplatesThe Bookkeeping Client CloserThe Bookkeeping Biz WorkshopsThe Bookkeeping Business Accelerator®ElevateKickoff with Asana for Bookkeepers & AccountantsHello Sign/Dropbox SignAdobe AcrobatPDF ExpertHoneyBookGoogle WorkspaceCanvaAcuityZapierAsanaSlackThreads - follow me @ambitiousbookkeeperThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaPodcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Dubsado Decoded Summer Sale (20% off)  CLICK HERE Join the next free training at ambitiousbookkeeper.com/training

In this Spotlight episode I’m shining the spotlight on one of my BBA students, Corrie Scott - owner of Taylor Made Bookkeeping Solutions. Get ready to be inspired and empowered as we dive into the world of efficient onboarding systems and work-life balance in the realm of bookkeeping.In this episode you’ll hear:benefits & challenges of using Dubsado for onboarding clientsuse of lead capture form for client assessmentchallenges of running a solo firm without burning outproposal process, including steps for reviewing, approving, sending, adding contracts, generating invoices, and sending confirmation and intake emailscollaboration with Linden Square Co for personalized client giftsResources mentioned in this episode:Dubsado DecodedDubsado (affiliate link)Meet CorrieCorrie started fresh out of college as a teacher. She taught for one year but they did not renew her contract so she subbed the next year. Subs don't make a lot of money, and no money during the summer, so this job became available doing accounting work at a local factory and 6 years later she was still doing accounting. She fell in love with the profession. 4 years into that career, she talked with one of her friends who stayed home with her kids but had her own bookkeeping business. She guided Corrie in the steps and certifications and after having her 1st daughter (2nd child), she opened Taylor Made Bookkeeping Solutions (Dec 2021). In September of 2023, she quit that full time job after having her 2nd daughter (3rd child) and now she runs a solo firm with 22 clients and stays home with 3 kids :)Connect with Corrie📱 IG: @taylormadebksThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Dubsado Decoded Summer Sale (20% off)  CLICK HERE Join the next free training at ambitiousbookkeeper.com/training

The onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra Courtney, who has helped me and countless other bookkeepers and accountants with setting up their Onboarding workflows using Dubsado.In this episode you’ll hear:How to capture lead informationInformation you should have on your proposalsWhen the best time is to implement a system like Dubsado for onboardingResources mentioned in this episode:Dubsado (affiliate link)Dubsado Decoded - 20% off right now!!Meet KendraDubsado Pro, and the girl who’s always asking “can we make a system for this?”Because I know that life and business have a bunch of ‘need to-dos,’ but also ‘don’t-want-to-dos,’ I make a system for almost everything so I have peace of mind that what needs to be done, will be done (the most efficiently too!) Like going for a run at 5pm every evening (never missing the South African sunset-y golden hour!)As your Dubsado Pro, I’ll make a system for your business too, so all of your to-dos are streamlined.Connect with Kendra🌐 Website: https://kendracourtney.com/📱 IG: @kendracourtneycoThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Dubsado Decoded Summer Sale (20% off)  CLICK HERE Join the next free training at ambitiousbookkeeper.com/training

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

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

In this episode I cover the dreaded topic of offboarding clients. Whether you've been fired by a client or had to let them go, there are essential protocols to follow. Tune in for some tips & strategies for handling the end of a client relationship with professionalism and integrity.In this episode you’ll hear:offboarding processes related to documents & softwareimportance of cooperation during client handoffrecognizing when you can’t serve a client's needsseeking feedback & testimonials in a neutral or positive partingResources mentioned in this episode:Bookkeeping Business Accelerator®Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join James Wedmore's FREE training: The Rise of the Digital CEO HERE>

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

In this Q&A episode, we dive into effective onboarding strategies to reduce turnover, and discuss the importance of creating engaging content for your niche. Plus, get advice on how to communicate effectively with clients through structured emails and reports.Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join James Wedmore's FREE training: The Rise of the Digital CEO HERE> Join the next free training at ambitiousbookkeeper.com/training

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join James Wedmore's FREE training: The Rise of the Digital CEO HERE> Join the next free training at ambitiousbookkeeper.com/training

Meet AlisonAlison Lukin has been working as a freelance writer for over 18 years with clients ranging from marketing firms to yoga teachers. She loves the personality and fast pace of social networking. It’s the perfect marriage of business marketing and creative writing that is essential for the modern freelance writer. Working with musicians, charities, educators, and other various businesses, she’s learned to maximize this mode of communication for her clients. Managing social media since 2014, she made her business “official” in September 2019 with the formation of Officially Social.Connect with Alison📱 IG: @therealofficiallysocialThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Click here to get the free First 100 Leads Training with James Wedmore >> Join the next free training at ambitiousbookkeeper.com/training

In this interview episode, I’m chatting with online business mentor Jessica Parr about the struggles of motherhood & entrepreneurship. We tackle the tough topics: the real talk on burnout, finding your value as an entrepreneur, and the huge shifts motherhood brings to business. Whether you’re navigating the entrepreneurial waters or figuring out how to blend business with baby, this convo is packed with relatable stories and insights.In this episode you’ll hear:the ramifications of burnouttips for women entrepreneurspricing & selling mindsetbeing a leadermotherhood in entrepreneurshipMeet JessicaJessica Parr helps visionary female entrepreneurs rewrite the rules in their businesses to sell, scale and lead rich LIVES beyond just their bank accounts. She mentors women who’ve always felt like they’re meant for more and dream of impacting lives with their work, without sacrificing or abandoning themselves to make it a reality. Her programs offer a cohesion between business strategy, self-rediscovery, personal power, authenticity & confidence to take ownership of their unique value in the online space. Jessica is a mom, podcast host, speaker & has been in the professional coaching space for 10+ years.Connect with Jessica📱 IG: @jessicamparr🎙️ Podcast: I’ll Admit with Jessica Parr💻 FREE Masterclass: Inside Out SalesThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Click here to get the free First 100 Leads Training with James Wedmore >> Join the next free training at ambitiousbookkeeper.com/training

In this live Q&A session we touch on insights from a recent podcast on CFO services. Additionally, the host shares expertise on developing CFO services, handling quality control manually without specific software, the nuances of various client services like AR/AP, and strategies for finding and integrating team members. Questions from participants lead to discussions on LLC taxation, the benefits and complexities of S Corp status, and maintaining clear financial boundaries between business and personal finances.Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Click here to get the free First 100 Leads Training with James Wedmore >> Join the next free training at ambitiousbookkeeper.com/training

In this interview episode, I have Matt Ruttenberg on again to continue our discussion on retirement planning for small businesses. This time, we do a deep dive into tax credits! Matt explains the recent changes in tax credits and how they can help businesses save substantial amounts of money for their 401(k) plans. Tune in for some practical strategies on taking advantage of these tax credits!In this episode you’ll hear:detailed breakdown of tax creditstax credits under Secure 2.0 and Secure 1.0case study examplediscussing retirement planning, tax credits, and 401(k) implementation with clientsResources mentioned in this episode:Reach out to Matt for retirement planning help for you or your clients!Meet MattI am a 401k (retirement plan) expert and education business owners, accountants, bookkeepers, etc. on the vast retirement plan space. I am the CMO/Co-Owner of Life, Inc. Retirement Services, an independent 401k administration company building custom retirement plans for small and mid-sized business. I am also the Founder of SureLI Insurance, and online insurance agency focused on serving the Financial Independent Community.Connect with Matt💼 LinkedIn: https://www.linkedin.com/in/mattruttenberg/🌐 Website: 401k.expert📧 Email: [email protected] for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Click here to get the free First 100 Leads Training with James Wedmore >>

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Click here to get the free First 100 Leads Training with James Wedmore >> Join the next free training at ambitiousbookkeeper.com/training

In this interview episode, I’m chatting with Shea & Michelle, founders of Breakaway Bookkeeping + Advising. We delve into the innovative franchise model that encourages entrepreneurship and supports a healthy work-life balance, challenging the norms of traditional accounting firms. Join us as we explore Breakaway's unique assisted entrepreneurship approach, including mentorship programs and a supportive community for advisors.In this episode you’ll hear:Breakaway's opt-in concierge programBreakaway's assisted entrepreneurship modelBreakaway’s programs for advisor development & other growth opportunitiesRethinking your expectations of work-life balance and entrepreneurshipLeadership and organizational structure at BreakawayResources mentioned in this episode:Check out Breakaway's advisor resources here!Meet Shea + MichelleShea Keats (CEO) and Michelle Löpez (COO) are founders of Breakaway Bookkeeping + Advising, a company on a mission to bring joy to accounting for both the accountant and the client.Connect with Shea + Michelle💼 LinkedIn🌐 Become an AdvisorThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

In this interview episode I’m chatting with 401k expert, Matt Ruttenburg, and he dives into ALL things retirement planning. Seriously, this is packed with helpful info! Tune in to get strategies for planning your retirement & hear how different biz structures impact those plans and contributions.In this episode you’ll hear:Retirement planning strategies for high-income individuals401(k) Plan options & all the roles involved in a PlanDeadlines and contributions for 401(k) PlansFlexibilities and limitations of 401(k) PlansRetirement Plans for employeesSolo 401(k) vs Group PlanResources mentioned in this episode:Reach out to Matt for retirement planning help for you or your clients!Meet MattI am a 401k (retirement plan) expert and education business owners, accountants, bookkeepers, etc. on the vast retirement plan space. I am the CMO/Co-Owner of Life, Inc. Retirement Services, an independent 401k administration company building custom retirement plans for small and mid-sized business. I am also the Founder of SureLI Insurance, and online insurance agency focused on serving the Financial Independent Community.Connect with Matt💼 LinkedIn: https://www.linkedin.com/in/mattruttenberg/🌐 Website: 401k.expert📧 Email: [email protected] for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

In this interview episode, I’m chatting with Charles Leikauf, founder of Profit Surge Group, to unravel the intricacies of offering fractional CFO services within the accounting industry. Get ready to gain insights into mastering the art of offering CFO services, the importance of passion and confidence, and the real-world experiences that have shaped Charles' journey.In this episode you’ll hear:the ethical considerations of selling financial services to struggling businessesthe power of leveraging your skills and expertisethe strategic use of Facebook ads for client acquisitionResources mentioned in this episode:Profit Surge websiteMeet CharlesHi, I'm Charles Leikauf, a Corporate finance guy turned accidental fractional CFO.I found a way to escape my CFO corporate job. How I did that, was I turned the finance skills I had into a business that has allowed me to have time, location and financial freedom.When I'm not serving fractional CFO clients I'm helping accountants and bookkeepers just like you do the same to your existing firm.Outside of that I'm always traveling and spending time with my family & dog, be it at the beach or in the mountains, nature is my happy place.Connect with Charles📱 IG: @profitsurgegroup💻 Profit Surge’s 4-Pillar System for getting more high-paying clientsThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

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)

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

In this episode I give advice and insights on various topics related to running a bookkeeping business, attracting and converting clients, pricing strategies, marketing tactics, engaging with prospects, handling follow-ups, and more.In this episode you’ll hear:When to follow up with leadsWhat to do when someone ghosts you after a DiagnosticMessaging for the clients you want to attractMarketing ideasResources mentioned in this episode:Diagnostic Review MiniCourseThe Bookkeeping Business Accelerator®ManyChat - for driving traffic from your socials to your website/productsDubsado (affiliate link)Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

In this interview episode I chat with Dawn Edelstein, CPA Exam Success Coach, all about the keys to CPA exam success. From mindset to study methods, this episode is filled with practical advice to help you excel in your CPA exam journey. So grab your notebook and get ready to take some notes!In this episode you’ll hear:The 3 Pillars of CPA Exam SuccessThe S.T.A.R. Framework for studyingFree resources & support for CPA Exam CandidatesPlanning & time managementResources mentioned in this episode:CPA Exam Success Checklist: cpaexamsuccess.ck.page/checklistGet all of Dawn’s FREE resources here: linktr.ee/miamicoachconnectionMeet DawnFrench teacher turned CPA Exam Success Coach. After teaching high school French for seven years I took my first accounting course. I wanted to be a bookkeeper. I thought that would be better than the classroom. It was suggested to me to become a CPA. I said OK without thinking through the work involved. I then completed a 15-month dual degree graduate program for career-changers in order to get all of the credits needed to sit for the CPA exam. After 15 months, I was eligible to sit for the CPA exam, but I was terrified, confused, and thought I was the only one who felt this way. It wasn’t until years later that I found my Unique Study System and finally made it to the CPA Exam finish line. I did this in a way that allowed me to successfully study for the CPA Exam while simultaneously having a full and fulfilling life. I now help struggling candidates to do the same. I help them to ditch the stress, struggle, and sacrifice and, instead, pass the CPA Exam with confidence and ease.Connect with Dawn📱 IG: @cpaexamsuccess📱 Linktree with FREE resources: https://linktr.ee/miamicoachconnection📋 CPA Exam Success Checklist: cpaexamsuccess.ck.page/checklistThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescriptLearn more about the Relay Partner Program HERE >>ambitiousbookkeeper.com/relay 💥 Join the POWER to Breakthrough Bootcamp: workflowqueen.com/ambitous

In this interview episode, I chat with CEO & Founder of HireMyMom.com and hear about her story working from home for the past 20+ years. We dive into lots of good stuff around hiring for your bookkeeping business, you don’t want to miss this episode!In this episode you’ll hear:How & when to hire help for your Bookkeeping FirmTips for a successful job postOnboarding TipsHiring resources that HireMyMom.com offersLesley’s tip for Bookkeepers to add more value to their clientsResources mentioned in this episode:HireMyMom.comTop 10 Interview Questions To AskFinding the best candidate for a job requires that you do your homework in advance. Part of that is asking the right questions and making sure you get thorough answers. https://mailchi.mp/hiremymom/top-10-interview-questions-to-askMeet Lesley:Lesley Pyle is the Founder and CEO of HireMyMom.com, a service connecting Small Businesses with Virtual Professionals across the country since 2007. Pyle began her work from home journey in 1995 after having her first child and started her first online business in 1996 - HBWM.com. She serves on the Board of Directors for Mighty Oaks Foundation and is a contributing writer to Entrepreneur.com. She and her family reside in Texas.Connect with Lesley:📱 IG: http://instagram.com/hiremymom💼 LinkedIn: https://www.linkedin.com/in/lspencerpyle/Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Learn more about the Relay Partner Program HERE >>ambitiousbookkeeper.com/relay 💥 Join the POWER to Breakthrough Bootcamp: workflowqueen.com/ambitous

In this episode you’ll hear:the most important aspect of your websitethe 3 things google NEEDS about your websitewhat google likes (dynamic content)Resources mentioned in this episode:Pre-sale and Waitlist for Squarespace for Bookkeepers https://www.riledupgoats.com/ssfb1-1 Website or Design with Tia > https://www.riledupgoats.com/About our guestTia is both Graphic Designer and Bookkeeper for Ambitious Bookkeeper and Of Course Bookkeeping. She brings over a decade of experience working in both the design and accounting realms and loves blending aesthetics and organizational systems.Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Learn more about the Relay Partner Program HERE >>ambitiousbookkeeper.com/relay 💥 Join the POWER to Breakthrough Bootcamp: workflowqueen.com/ambitous

In this episode you’ll hear:The new Relay Partner ProgramHow to position and convert clients to RelayAll the things I love about RelayProfit First Friendly BankResources mentioned in this episode:Become a Relay PartnerDeanna Zubrickas works directly with Relay’s Partners, accountants and bookkeepers, helping them deliver superior business banking to their clients. Deanna a certified Profit First Professional and is the go-to product expert for business banking solutions and banking integrations with accounting software. Before making the move into financial technology, Deanna supervised retail operations and managed customer relations at a number of enterprise and mid-sized retail brands, including OAK + FORT, Free People, and Urban Outfitters.Connect with Deanna:Email: [email protected]:X: https://twitter.com/bankwithrelay Insta: https://instagram.com/bankwithrelay Linkedin: https://linkedin.com/company/bankwithrelayDislcaimer: Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance provided through Thread Bank; Member FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted.Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

This is a very special episode, where you get to hear from current and past VIP students inside of the Bookkeeping Business Accelerator! If you’ve wanted to know what has been the biggest help/game changer for my students, tune in to this one to find out!Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join The Bookkeeping Business Accelerator®️ VIP for the first 8 week cohort of 2024! Enrollment closes February 2 & won't open again until Fall!

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join The Bookkeeping Biz Workshops: https://www.bkworkshops.online Workshop Dates: Jan 22 - Jan 26Times: 11 AM PST | 2 PM EST

This week, I’m re-airing a solo episode where I chat about how I recommend going about starting a bookkeeping business without any experience in bookkeeping.In this episode you’ll hear:topics any bookkeeper should knowwhere to startwhat it takes to be a business ownerRecommended programs:Bookkeeper Launch for learning bookkeeping in QBO (affiliate link)Become a Bookkeeper for learning bookkeeping in Xero (affiliate link)Kickoff with Asana for setting up your bookkeeping workflow (affiliate link)AIPB Certification to become a Certified BookkeeperAlyssa Lang’s Breakthrough coaching program for experienced bookkeepers and accountants who are ready to take their firm to the next levelThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join The Bookkeeping Biz Workshops: https://www.bkworkshops.online Workshop Dates: Jan 22 - Jan 26Times: 11 AM PST | 2 PM EST

Have you ever wondered what a bookkeeper should be doing every month for clientsWhat about what a successful daily structure looks like?Well, these are two questions I’ll be diving into today on the podcast.I recently put a call out to the listener audience to submit questions you’d like answered on the podcast. You can still submit questions, either via email: [email protected] or by recording a question on Speakpipe!In this episode you’ll hear:What AP & AR entailsHow to setup your day for successIf you should offer AP, AR and PayrollThe bare minimum every bookkeeper should be doingResources mentioned in this episode:GustoHubdocQBOXeroAcuityCalendlyPlanning your Bookkeeping Work podcast episodeBookkeeping Biz WorkshopsThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join The Bookkeeping Biz Workshops: https://www.bkworkshops.online Workshop Dates: Jan 22 - Jan 26Times: 11 AM PST | 2 PM EST

In this interview episode, I’m chatting with Nick Baldo, Real Estate Investor & Online Educator, about how bookkeeping needs to be setup and the various nuances of real estate investment businesses. As a bonus at the end, we chat about his Youtube strategy.In this episode you’ll hear:Biggest mistake real estate bookkeepers make3 things to make sure you do when bookkeeping for real estatewhy the balance sheet is so important for real estate investorsbonus: content marketing with youtube tipsResources mentioned in this episode:Real Estate Accounting Bootcamp; https://www.incomedigs.com/reab Coupon Code: AB50 for $50 offBuilder Books Academy: https://www.incomedigs.com/bba Coupon Code: AB50 for $50 offAbout our guest:Nick Baldo is a real estate investor, home builder and online educator. Nick left his six-figure consulting job to pursue a life of entrepreneurship. While building his investing portfolio and remodeling businesses, he began to develop processes and systems to help his businesses grow and scale. He eventually started sharing his strategies with likeminded business owners via YouTube and one-on-one coaching. Nick currently runs his online education business, Income Digs, to help Real Estate Investors and their Bookkeepers leverage technology so that they can live of a life of freedom and purpose. Nick lives in Buffalo, NY with his wife, Meghan and his daughter Juliet (soon to be two daughters!)Connect with Nick:Youtube: https://www.youtube.com/incomedigsWebsite: https://www.incomedigs.com/Builder Books Academy: https://www.incomedigs.com/bba Coupon Code: AB50 for $50 offThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the next free training at ambitiousbookkeeper.com/training

In this episode you’ll hear:3 areas you need to focus on to get on podcastsusing AI to research podcasts to pitchhow NOT to pitchhow to be prepared for your interviewsResources mentioned in this episode:ListenNotesChartable[if guest info paste here]Instagram: @shannonkweinsteinLinkedInThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the next free training at ambitiousbookkeeper.com/training

In this 1-1 Strategy Session with a former Coaching Client of mine, we dive into some logistics of effectively reviewing, mentoring, and training team. So if you’re thinking of hiring a bookkeeper for your team or already have a team but struggling with expectations and training, tune in to this episode!In this episode you’ll hear:How we help our bookkeepers take responsibility for checking their workSome of the things I review (or my account manager)mindset behind building teamResources mentioned in this episode:Breakthrough for BookkeepersThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Struggling to market yourself because you’re an Introvert? Listen to this Minisode to hear how I market as an introvert!In this episode you’ll hear:5 places to market yourselfThanks 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: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

In this episode you’ll hear:Misa’s journey from when she started The Bookkeeping Business Accelerator in 2020 to nowTips for standing out in our industry & getting clientsMisa’s QBO Intensive processHow to collect and organize ideas for future contentMisa’s favorite part & most beneficial piece of being a part of The Bookkeeping Business AcceleratorResources mentioned in this episode:Like Know Trust ShowThe Bookkeeping Business AcceleratorMisa is your go-to bookkeeping expert and QuickBooks guru.As the founder and CEO of Perfectly Kept Books®, she is on a mission to help women get comfortable with their numbers so they can feel empowered to make better business decisions. Misa knows that bookkeeping can be a real barrier to success, and she is passionate about removing that barrier by making bookkeeping easy and stress-free.Misa believes that everyone deserves to have access to the information and tools they need to thrive in their business no matter where they are in their business journey. If you're looking for a bookkeeper who is passionate about helping women succeed, look no further than Perfectly Kept Books.She lives in Dallas, TX with her creative daughter. When she's not crunching numbers, she enjoys reading, listening to music, watching movies, and spending time with family and friends.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: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join The Bookkeeping Business Accelerator today and get $500 off the regular price!CLICK HERE TO ENROLL Join the next free training at ambitiousbookkeeper.com/training

Join us for another mini episode on leadership with our Leadership coach, Meriah Ayer, as she takes you inside of the Leadership Blueprint to share 7 questions you can ask yourself to help you discover if hiring is a fit for. Plus how to set yourself up for hiring successfully.In this episode you’ll hear:How to know if hiring is a fit for youHow to find the best candidate for your firmHow to determine your boss brandResources mentioned in this episode:Core Values to Run Your Business On - Listen for some mission statement examples![Leadership] Thinker, Doer, or Dreamer - Listen for how you can enhance your dreaming![Leadership] Your Brand is More Than a Logo - Listen for why your mission, vision, and values are so foundational to your firm (even if you don’t plan on building a team!!)Meriah is the Leadership Coach and Director of Operations at The Ambitious Bookkeeper. If you’re ready to take your leadership to the next level as you grow your business, you can find out how to work with Meriah at ambitiousbookkeeper.com/leadershipcoachingThanks 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: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Register for the Bookkeeping Biz Workshops >>The Workshops Schedule (at 2pm PDT):Preparty: Mon May 15 Workshop 1: Tue May 16  Workshop 2: Thu May 18  Workshop 3: Fri May 19  Bonus Q&A Mon May 22 @ 9 AM Register for the Bookkeeping Biz Workshops >> Join us inside of the Bookkeeping Business Accelerator today!Option 1: VIP - includes group mentoring calls & coworking sessionsOption 2: Self-Paced: includes all course content to complete at your own pace!

I recently connected with someone online who wants to start her bookkeeping business in the future, but still needs to build some skills. I also had a request a while back from someone in my DMs about covering the topic of contracting with other firms, CPAs, or bookkeepers. So in today’s episode, I’m going to cover just that: the upsides and the downsides, but also…. what you need to know about starting a Bookkeeping Business in 2022.So if you find yourself wondering should I contract with a more established firm to gain experience or even just to supplement revenue, keep on listening. This one is for you.In this episode you’ll hear:3 Main things I would do differently if I started all overUpsides to being a contractor for another bookkeeperDownsides to being a contractorReferral partnershipsLinks Mentioned:BBA is on sale for $497 off the regular price through the end of august. just use code: BACKTOSCHOOL at checkout when you go to ambitiousbookkeeper.com/bbaBookkeeper Launch - QBO FocusedBecome a Bookkeeper - Xero FocusedThanks 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 of Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)This episode is sponsored by: LiveFlowReceive 20% off your first 3 months by using code AMBITION at checkout:http://www.liveflow.io/partnerships/ambitionRegister for the Bookkeeping Biz Workshops >>The Workshops Schedule (at 2pm PDT):Preparty: Mon May 15 Workshop 1: Tue May 16  Workshop 2: Thu May 18  Workshop 3: Fri May 19  Bonus Q&A Mon May 22 @ 9 AM Register for the Bookkeeping Biz Workshops >> Join us inside of the Bookkeeping Business Accelerator today!Option 1: VIP - includes group mentoring calls & coworking sessionsOption 2: Self-Paced: includes all course content to complete at your own pace!

This is a very special episode — a takeover! from my business mentor, James Wedmore. We interviewed him a few episodes back but today he’s recorded a solo episode just for you about How to Work Less but Make More. Which is something we can all agree that would be nice, right?So tune in today to hear:the time & money connectionthe way of being you have to disconnect fromhow to leverage offers and scaleIf you’re ready to learn more from James and implement some of the strategies that I operate with in my business, so you can make more and work less, click these links below:Rise of the Digital CEO Free Trainings>>Business By Design  >>Connect with James on Instagram>>Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram Stories and tag me, @ambitiousbookkeeper and James @jameswedmoreFor 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 of Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)Register for the Bookkeeping Biz Workshops >>The Workshops Schedule (at 2pm PDT):Preparty: Mon May 15 Workshop 1: Tue May 16  Workshop 2: Thu May 18  Workshop 3: Fri May 19  Bonus Q&A Mon May 22 @ 9 AM Register for the Bookkeeping Biz Workshops >> Join us inside of the Bookkeeping Business Accelerator today!Option 1: VIP - includes group mentoring calls & coworking sessionsOption 2: Self-Paced: includes all course content to complete at your own pace!

The onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra Courtney, who has helped me and countless other bookkeepers and accountants with setting up their Onboarding workflows using Dubsado.In this episode you’ll hear:How to capture lead informationInformation you should have on your proposalsWhen the best time is to implement a system like Dubsado for onboardingYou can connect with Kendra on Instagram or her websiteWhen you join The Bookkeeping Business Accelerator, you have the option of upgrading to Elite to receive a full Dubsado Setup (with Kendra) and Website (with Tia) plus a strategy call with me and two mindset coaching calls with Meriah!If you want to DIY your Dubsado setup, enroll in Onboarding On Autopilot HERE>>Get 20% off your first month or year of Dubsado HERE (affiliate link) >>Listeners can join Kendra’s free course: https://kendracourtney.thrivecart.com/tackle-your-dubsado-workflowsThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram Stories and tag me and Kendra, @ambitiousbookkeeper & @kedracourtneycoFor 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 of Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)Register for the Bookkeeping Biz Workshops >>The Workshops Schedule (at 2pm PDT):Preparty: Mon May 15 Workshop 1: Tue May 16  Workshop 2: Thu May 18  Workshop 3: Fri May 19  Bonus Q&A Mon May 22 @ 9 AM Register for the Bookkeeping Biz Workshops >> Join us inside of the Bookkeeping Business Accelerator today!Option 1: VIP - includes group mentoring calls & coworking sessionsOption 2: Self-Paced: includes all course content to complete at your own pace!