The Ambitious Bookkeeper Podcast (Serena Shoup, CPA)
Explore every episode of The Ambitious Bookkeeper Podcast
| Pub. Date | Title | Duration | |
|---|---|---|---|
| 09 Feb 2022 | 35 ⎸ How To Run Your Business in 10 Hours Per Week with Neill Williams | 00:46:25 | |
In this interview episode, I am talking with Neill Williams, a Master Certified Life Coach through The Life Coach School, specializing in Time, $$, and Business. She is the host of The Unbusy Your Life podcast and creator of the $10K in 10 Hours Mastermind. Only after ditching her own belief that success was measured by the number of hours worked was Neill able to achieve true lifestyle freedom while juggling her roles as a mom, wife, Master Certified Coach, entrepreneur and employee. Now she helps coaches build their side hustle coaching businesses in 10 hours a week. We talk about:
Connect with Neill: Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa
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| 16 Feb 2022 | 36 ⎸ How to Start A Bookkeeping Business | 00:14:57 | |
In this solo episode I’m giving you 4 steps (and several sub-steps) on how to get started with your bookkeeping business as a freelancer or side-hustle before you decide to take the leap from corporate. Proadvisor Marketing Podcast Episode Download Checklist ambitiousbookkeeper.com/checklist Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa
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Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ | |||
| 20 Feb 2022 | [BONUS] Bookkeeper Spotlights | 00:38:04 | |
Hey Ambitious Bookkeepers! Today we're dropping a special Bonus episode to help inspire you if you're new to the thought of starting your own business, or you've recently made the decision to. A couple times a year, we open The Bookkeeping Biz Workshops — a workshop series just for those who are wanting to start or who have recently started their businesses. After the workshops are over, I usually bring in a few bookkeepers who I've worked with either in the Workshops or In The Accelerator program I have and I interview them about their journey of starting their businesses. I've never shared these outside of the workshops, so as a podcast listener, you're getting a sneak peak into what you might experience inside of the workshops or my other programs. I hope these interviews inspire you to take action—in whatever way that is, big or small: deciding to quit your job, or even just declaring that you will start your business and joining us in the upcoming workshops. Like I said, these are interviews from the last round of workshops in 2021, so if you want to hear the new stories that will be showcased in this new round, make sure you sign up. First I'll be interviewing Erin Pohan, an accountant, mom, and the owner of Upkeeping. Next you're going to hear from Misa, who was in my very first cohort of BBA, when it was a brand new program. I'll always hold a special place in my heart for my first cohort, as they've been along for the ride since the beginning. And as you'll hear from both ladies, the community we've built is one of the best parts. I hope these interviews inspire you as much as they do me, and their words of wisdom help you in some way. Register for the Bookkeeping Biz Workshops: bkworkshops.online Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 23 Feb 2022 | 37 ⎸ Overcoming the Fear Of... | 00:15:25 | |
In this solo episode, I’m addressing some fears that many of us have about starting or growing our own bookkeeping or accounting businesses. I’m even sharing a funny story of my own ridiculous fears. Many of the fears we have hold a common theme: Fear of failure or not knowing enough. Hit that play button to hear my take on these fears and how to reframe them. Resources + Links Mentioned: The Bookkeeping Client Closer Episode 29 - Scaling Back to Scale up Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ | |||
| 02 Mar 2022 | 38 ⎸ How to Find the Right Mentor | 00:12:32 | |
There’s no doubt about it, you have your pick when it comes to working with a coach or mentor. In this solo episode, I’m breaking down how I suggest looking for one, or making sure you have the right mentor for you. Because they (we) are not all the same. And if you know you’re ready to work with me as your mentor, we are OPENING enrollment inside of The Bookkeeping Business Accelerator March 4- March 9. https://www.ambitiousbookkeeper.com/bba Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools
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Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ | |||
| 09 Mar 2022 | 39 ⎸ Accounting + Human Design with Laura Torma | 00:44:24 | |
In this interview episode this week, I am interviewing one of my very first students of the bookkeeping business accelerator, but we do kind of talk about the beginning of us meeting. However, what I did bring this special guest on today to talk about is
Our guest, Laura Torma, previously known as Laura Watson, the number's nomad, is an intuitive life and business strategist. She used to be a CPA who worked with countless clients and accountants, and she has taken her experience and melded it with spiritual systems, such as human design to help all people come into the gift of who they are. I am so excited to have you listening to this conversation with Laura, and I hope that you take away something, if not, lots of things from this episode. Connect with Laura: Lauratorma_ Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools
Affiliate Links:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 10 Mar 2022 | [BONUS] Bookkeeper Spotlight: Jen Fischer | 00:25:44 | |
We've got another bonus episode to help inspire you to build your business! This is a Bookkeeper Spotlight interview with one of our Accelerator Students, Jen Fischer. You can connect with her on Instagram: @numbersbyjen Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools
Affiliate Links:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 16 Mar 2022 | 40 ⎸ Podcasting + Standing Out with Krystal Proffitt | 00:43:11 | |
On today’s interview episode, I have a special guest on to talk about creating content, podcasting, and standing out as who you are. Even if you aren’t interested in starting a podcast, I know you’ll have a few takeaways from this episodes and get ideas on how YOU can start to stand out online. Here are some of the things we talked about:
And since she’s a business owner, I asked her what she thought is important in a bookkeeper, and this part of the conversation will be gold for you. Connect with Krystal: Digital Course - Proffitt Podcasting The Proffitt Podcast: https://krystalproffitt.com/podcast The Poddy Report: http://thepoddyreport.com YouTube Channel: https://www.youtube.com/c/krystalproffitt Instagram: https://www.instagram.com/krystalproffitttx/ Facebook: https://www.facebook.com/KrystalProffittTX/ LinkedIn: https://www.linkedin.com/in/krystalproffitt/ Proffitt Podcast Online Community (FREE FB Group): https://www.facebook.com/groups/TheProffittPodcast/ For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools
Affiliate Links:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 23 Mar 2022 | 41 ⎸ What it's Like Launching Courses | 00:47:11 | |
Creating a course is no easy feat. Launching it can be even more challenging. In this solo episode I’m diving into the stats from our most recent launch of The Bookkeeping Business Accelerator™️, as well as talking about
You can still join The Bookkeeping Business Accelerator Self-Paced Course here>> Course Mentors Mentioned In the Episode:
Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 30 Mar 2022 | 42 ⎸ How to help clients that want to DIY | 00:20:30 | |
Wondering how you can serve DIY clients? In this solo episode I go into some ideas, experiences, and lessons learned around offering a DIY service to clients, questions to ask yourself before going down this path, and as always, some actionable tips for getting started. To enter the Workshop Bundle Giveaway, make sure you subscribe, screenshot this episode, type out what action you’re taking, and tag me on instagram @ambitiousbookkeeper or Facebook @serenashoupcpa. 📧 Get the free Niche Guide: www.ambitiousbookkeeper.com/niche Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Kickoff with Asana for BookkeepersDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you. | |||
| 06 Apr 2022 | 43 ⎸ What Creating a Course Has Actually Given Me | 00:31:02 | |
In this solo episode I’m taking you back to 2019 & when I started the Ambitious Bookkeeper Brand. This is a behind the scenes of how it all started in case you’re new around here, and even if you’re not, you may hear some things you didn’t know. This episode is really to give you a look at what creating a course has done for me and so many other people, so whether you’re interested in creating a course or just curious about the Ambitious Bookkeeper Brand story, you’ll have some takeaways from this. Get the New & Improved Onboarding Templates>> Get the Start a Bookkeeping Business Checklist>> Want 1:1 Mentoring? I’m opening up limited spaces for Voxer 1:1 monthly coaching. This is perfect for anyone with a busy schedule that still needs support. You can be a new firm owner, or a seasoned one, use it for mindset, elevating your pricing, services, marketing, etc. When you need support, I’ll be there, a voice-note or text away! Connect with me on instagram or email support@ambitiousbookkeeper.com to make sure it’s a good fit. Spots are filling for April & May! Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training Kickoff with Asana for BookkeepersDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you. | |||
| 15 Apr 2022 | 44 ⎸ Best Advice from Accounting Course Creators | 00:14:11 | |
In this special episode, I’m bringing in 3 very special and powerful women in the accounting space: Katie Ferro, Keila Hill-Trawick, and Noemi Aguilar-Horta These three women are some of the other accounting/bookkeeping specific course creators that I asked to provide their top advice to you as course creators in our specific niche. This is a continuation of a series I’m putting together around creating courses, as so many people in our community have asked about creating courses. These women bring real solid not-sugar coated advice about creating courses. I’m honored to have these women on the podcast and being able to provide more perspective. I’m linking all of their info in the shownotes for this episode so you can connect with them and their programs. Katie Ferro - Owner of Orderly Accounting by Katie & Creator of Become a Bookkeeper & Life By the Books IG www.instagram.com/orderlyaccountingbykatie Podcast www.katieferro.com/podcast Keila Hill-Trawick - Owner of Little Fish Accounting & Co-Creator of The Accountants Of Color Community Website https://www.accountantsofcolor.co Noemi Aguilar-Horta - Owner of Tikal Tax & Accounting and Mama Counts Bookkeeping Course TikTok www.tiktok.com/@noemiaguilarhorta Facebook Group https://www.facebook.com/groups/mamacounts/?ref=share Grab your Course Niche Guide here: ambitiousbookkeeper.com/niche Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ | |||
| 20 Apr 2022 | 45 ⎸ When Will I Be Ready for Advisory? | 00:24:06 | |
You’re most likely already offering some level of advisory and either not aware or not confident enough to charge for it. And if not... In this week’s episode, I’m going to answer the question “When will I be ready for advisory” and give you some ideas of things you could offer. We cover:
Join the Elevate: Summer Sprint to start elevating your skills and client experience > Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ | |||
| 28 Apr 2022 | 46 ⎸ Building a remote Virtual CFO Firm with Jody Grunden | 00:46:18 | |
This week I’m interviewing Jody Grunden co-founder and CEO of Summit CPA Group, a leading Virtual CFO firm in the creative agency space. We are talking about scaling, removing yourself from your firm, offering CFO services, building an amazing virtual team culture, and lots of things in between. After we stopped recording, I told Jody I wished I’d found his firm when I was still working in corporate because I totally would’ve worked for him. If you’re not ready to start your own firm or know it isn’t for you but you want to work for an awesome virtual firm, they’re always growing and hiring, so go check them out! Connect with Jody on LinkedIn: https://www.linkedin.com/in/jodygrunden/ Listen to Jody’s Podcast: https://www.summitcpa.net/podcasts Get the Virtual CFO Playbook: https://vcfoplaybook.summitcpa.net/ Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 04 May 2022 | 47 ⎸ What is the deal with Advisory? | 00:21:32 | |
In this solo episode, you’re going to be listening to a Facebook Live I did, covering:
Make sure you follow me on Facebook so you catch the next livestream in this series and you can ask the questions YOU have! Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ | |||
| 11 May 2022 | 48 ⎸ Be a Digital CEO with James Wedmore | 01:04:57 | |
For 10 years, James Wedmore taught entrepreneurs and online business owners how to leverage the power of online video and YouTube marketing to reach more people, share their message and convert more customers. In 2016, James made a massive shift to focus on a big gap missing in the marketplace: the mindset needed for entrepreneurship. He launched a totally woo-woo podcast, the Mind Your Business Podcast and his signature program, Business By Design. Today he helps coaches, experts, content creators, and authors not only to craft better marketing messages but also how to ditch the “hustle” mentality and create success from the inside out. James and his program, Business By Design were instrumental in me launching and growing The Ambitious Bookkeeper programs to what they are today. If you like my teaching style, I think you’ll love his, too! Listen to this episode to learn:
Listen to The Mind Your Business Podcast with James>> Listen to MYB Podcast Episode 541 (the one with Candus & Jonathan Kampfer)>> For more info about James, check out his website: https://www.jameswedmoretraining.com/ Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 18 May 2022 | 49 ⎸ Creating a Seamless Onboarding Experience with Kendra Courtney | 00:49:06 | |
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:
You can connect with Kendra on Instagram or her website
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Thank 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
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 25 May 2022 | 50 ⎸ [STRATEGY] How to sell additional services your clients need | 00:28:15 | |
Such a special episode for you today! This is our 50th episode AND the kickoff of a new series we’ll be doing offering on air Strategy sessions. What better way to celebrate our 50th episode with a real-life mentoring session?! Today I’ll be offering some strategy and advice to a current Bookkeeping Business Accelerator student, Penny Rose, CPA. Penny is a CPA who offers tax advisory and preparation along with bookkeeping. Penny and her husband also offer financial coaching. They moved into their RV full time a couple of years ago. Penny is still working her 9-5 job and plans to support the family’s lifestyle with her business in the next year. Penny’s niche is content creators. In this episode you’ll hear:
If you’d like to connect with Penny, you can find her on 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 Penny @fififofumpersonalcfo For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Thank 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
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 01 Jun 2022 | 51 ⎸ How to make more and work less with James Wedmore | 00:30:00 | |
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:
If 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>> Connect with James on Instagram>> For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Thank 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.
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 08 Jun 2022 | 52 ⎸ Hiring for your firm with Meriah, my Integrator | 00:53:27 | |
In this special interview episode I have my Integrator, Meriah on to take you behind the scenes of our culture, how we met, and how we continue to grow the team and maintain our culture. If you’re ready to elevate your leadership skills and start growing your own rockstar team and culture, we’re ready to help you! Tap into Meriah’s genius to help you learn how to be an amazing leader.
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank 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.
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 15 Jun 2022 | 53 ⎸ What if it Were Easy? with Ben Day | 00:46:46 | |
In this interview with Ben Day, the CEO of Lionshare Bookkeeping and founder of Built By Bookkeepers, we have an incredible conversation about how he grew his firm in the last 5 years and what he has going on now.
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 & Ben, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Thank 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.
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 29 Jun 2022 | 55 ⎸ How to stay motivated with Hannah Robinson & Melissa Honan | 00:44:09 | |
In this interview episode, I’m chatting with the hosts of the I Love Bookkeeping Podcast, Melissa Honan & Hannah Robinson.
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Thank 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.
Connect with our guests on Instagram: @bookkeepersdotcom & @honanconsulting Sign up for Bookkeeper Launch and use Promo code: ILB10AMBITIOUS Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 30 Jun 2022 | [BONUS] How to Package + Sell Advisory Services with Alyssa + Serena | 01:19:24 | |
Listen in on a recent Masterclass I cohosted with Alyssa Lang, the Workflow Queen. Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 06 Jul 2022 | 56 ⎸ Infusing Personality into Your Business with Liz Wilcox | 00:44:40 | |
In this interview episode, we have a repeat guest: Liz Wilcox sharing her secrets on how to infuse your personality into your business and email marketing. Don’t worry, it’s a good step-by-step which I know you’ll love!
Join the waitlist for Liz’s Email Marketing Membership here>> For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Thank 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.
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 13 Jul 2022 | 57 ⎸ Uplevel Your Client Experience with Charlotte Isaac | 00:34:18 | |
In this interview episode, I have special guest, Charlotte Isaac on the show to talk about your client experience, being a part of a community as a way of growing your business, and lots of actionable tips to implement right now in your bookkeeping business.
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram Stories and tag me, @ambitiousbookkeeper and Charlotte, @charlotteisaachq For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Thank 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.
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 20 Jul 2022 | 58 ⎸ The Honest Truth about Running a Business with Alyssa Lang | 00:57:11 | |
In this interview episode, I have my biz bestie (and actual friend) Alyssa Lang, the Workflow Queen back on.
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 & Alyssa, @ambitiousbookkeeper @workflowqueen For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Thank 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. Join the Workflows Made Simple 5 Day Free Challenge with Alyssa and her team: Ambitiousbookkeeper.com/workflows
This episode is sponsored by: LiveFlow Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 27 Jul 2022 | 59 ⎸ How to Keep Your Client Data Secure | 00:28:22 | |
Having a virtual bookkeeping business means you need a secure way to store and share documents with your clients and your team. In this Solo podcast I’m going to go over how to use G Suite in your bookkeeping business and best practices for file structures and naming conventions. Listen to Episode 23 with on what kind of Insurance Bookkeepers Need >>
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Thank 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.
This episode is sponsored by: LiveFlow Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 03 Aug 2022 | 60 ⎸ Mastering Your Mindset with Mariette Martinez | 00:59:20 | |
In this episode you’ll hear:
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Thank 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.
This episode is sponsored by: LiveFlow Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 10 Aug 2022 | 61 ⎸ Building a Bookkeeping Business to Sell with Blake Oliver | 00:52:30 | |
If you've been in our space for even just a little bit, you've probably heard of my guest from today. His name is Blake Oliver. He is the cohost of the cloud accounting podcast. He is the founder of earmark CPE. He is the Accounting Community Advocate for Relay Bank. And I finally have him on my podcast today to talk about his entire journey. So if this is something that you've been wondering about for a while and like, why is he everywhere? What is he doing? How did he get here? You're going to want to tune into today's episode. It's a very casual conversation— I feel like I've known the guy forever because, well, I've been listening to the cloud accounting podcast pretty much since it launched so if that's you too, sit back, relax, and enjoy today's conversation with Blake Oliver.
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Thank 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.
This episode is sponsored by: LiveFlow Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 17 Aug 2022 | 62 ⎸ Starting a Bookkeeping Biz in 2022: Should you contract with another firm? | 00:20:14 | |
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.
Links Mentioned:
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Thank 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.
This episode is sponsored by: LiveFlow Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ | |||
| 24 Aug 2022 | 63 ⎸ How we work virtually as a team Part 1 | 00:29:05 | |
I get so many questions about what tools we use and how we use them, so this week Meriah (my Director of Operations at Team Shoup) and I are breaking down how we collaborate as a team to get everything done and maintain our team culture.
Products Mentioned (some are affiliate links)
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Thank 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.
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 07 Sep 2022 | 64 ⎸ How we collaborate with clients Part 2 | 00:51:03 | |
This is part 2 of our previous episode where Meriah (my Director of Operations at Team Shoup) and I are breaking down how we collaborate as a team to get everything done and maintain our team culture.
Products Mentioned (some are affiliate links)
Resources Mentioned In This Episode:
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Thank 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.
This episode is sponsored by: LiveFlow Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 14 Sep 2022 | 65 ⎸ Cashflow Forecasting Basics | 00:15:10 | |
In this episode you’ll hear:
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Thank 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.
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ | |||
| 21 Sep 2022 | 66 ⎸ Should you offer Advisory? | 00:30:54 | |
In this solo episode, I’m helping you decide whether offering advisory services is something you should pursue in your business. I’m also giving you a little taste of the first lesson inside of our newest program: Elevate, where I teach the foundational skills of offering advisory!
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Thank 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.
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 28 Sep 2022 | 67 ⎸ How to meet with clients | 00:22:02 | |
In this solo episode, I give you some actionable tips on meeting with clients as a way to add value to your bookkeeping services.
→ Join our next cohort of Elevate, starting in October: https://www.ambitiousbookkeeper.com/elevate For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Thank 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.
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ | |||
| 05 Oct 2022 | 68 ⎸ Client turned Bookkeeper with Austen & Gina | 00:43:53 | |
In this episode, Serena Interviews former Clients: Austen & Gina Meier and they discuss some effective ways to market (especially if you have a niche) and tips for getting on your client’s level with how you talk to them.
Connect with Austen and Gina here: https://www.linkedin.com/in/austenmeier 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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Thank 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.
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 12 Oct 2022 | 69 ⎸ Communicating Your Value & Building Confidence with Geraldine Carter | 00:37:17 | |
In this interview episode, Geraldine and I discuss communicating your value more effectively & exactly what IS valuable. We also discuss how we, as women, can make more money by working on becoming more confident, plus priorities and ‘success’ defined.
About our guest: Business Strategy for CPAs Podcast https://geraldinecarter.com/subscribe Geraldine Carter is a business coach for CPAs who need help getting off the tax hamster wheel. Her clients routinely add multiple 5-figure engagements to their books within the first few months of working together, while spending less time at the office. Her podcast, Business Strategy for CPAs has more than 100,000 downloads and is ranked in the top ten podcast for CPAs, by Apple Podcasts. Geraldine holds a BS in Engineering from Cornell University, is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. In her free time, she can be found mountain biking forested trails or running after her two small children in her hometown of Ketchum, ID. 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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Thank 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.
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 19 Oct 2022 | 70 ⎸ Ashly Lindberg Student Spotlight | 00:30:04 | |
In this special episode, we’re airing a student spotlight interview with an Alum of The Bookkeeping Business Accelerator. You get an inside look into a real bookkeeping business and hear from one of our amazing students! Come listen and get inspired. In this episode you’ll hear:
If you are specifically interested in finding out more information about BBA VIP visit: https://www.ambitiousbookkeeper.com/vip 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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect of Facebook: Facebook.com/serenashoupcpa Thank 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.
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 27 Oct 2022 | 71 ⎸ What to do when everything seems too much | 00:16:25 | |
In this solo episode, I’m giving you 7 simple steps to use when you feel like throwing in the towel or burning it all down. Entrepreneurship is hard. You’re not alone. In this episode you’ll hear:
By the way, here’s that awesome novel I was talking about: 📘 Merewif - By Amanda Adam 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
Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools we use:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ | |||
| 02 Nov 2022 | 72 ⎸ The Other Side of the Burnout Bridge With S² (Scott Scarano) | 01:32:07 | |
Scott Scarano - fellow Xero enthusiast, podcaster, and firm owner joins me today to riff more on getting through burnout, purpose, and building things YOUR way. If you don’t like hearing how human other accountants actually are, don’t listen. In this episode you’ll hear us talk about:
Listen to the end to hear Scott’s Lil Toddler’s most recent accounting rap! Scott is the host (rapping custodian) of the Accounting High Podcast, the owner of Padgett NC, a franchised accounting firm. Connect with him on Twitter: https://twitter.com/scottscarano Connect on LinkedIn: https://www.linkedin.com/in/scottscarano 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 or twitter @serenashoupcpa. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 09 Nov 2022 | 73 ⎸ Taking over your Parents' Accounting Firm with Erin Andrews | 00:41:07 | |
In this Interview episode I chat with Co-host Erin Andrews of the Owners & Operations podcast for Accountants. We talk about the “traditional firm model” and creating a different work environment for our future accountants. In this episode you’ll hear:
About our guest: Erin Andrews is the co-host of the Owners & Operations for accounting firm owners. They are on a mission to flip the accounting industry on its head by helping firm owners take control of their business and kiss 70 hour weeks GOODBYE. They offer on-demand courses to help firm owners set the right foundations for their firm, and get out of the traditional accounting firm model. Every Friday they meet in their Private Facebook Group and host discussions aimed at improving processes, operations and the lives of accounting firm owners. They also have a podcast, Owners & Operations - Accountants, where they share their weekly live streams. Get $300 off of their course by using code ambitious at checkout. 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 & @ownersandoperations For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 16 Nov 2022 | 74 ⎸ Building an Enduring Business with Natalie Eckdahl | 00:55:50 | |
In this episode, I get to interview one of my favorite podcast hosts, Natalie Eckdahl, from Biz Chix Inc. She shares a wealth of knowledge with us on outsourcing, building an enduring business, and building an agency model. In this episode you’ll hear:
and so much more. Resources Mentioned: Connect with Natalie on LinkedIn Natalie Eckdahl is obsessed with helping women entrepreneurs retain more profit and deliver more impact, and she launched the award-winning BizChix podcast in 2014 to do just that. Since then, Natalie has helped thousands of women business owners by leveraging her MBA as well as her corporate and small business expertise to provide actionable strategies for profit and growth. She and her team serve women service business owners through their two group coaching programs - Six Figures Lab and Leadership Lab. As a wife, mom of three kids ages 8-20 and a caregiver to her Mom, Natalie appreciates how entrepreneurship can give you freedom of time to focus on your VIPs. She loves to drink steaming hot coffee, even in the summer, and last Christmas she asked for an Owl. 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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 23 Nov 2022 | 75 ⎸ How to leverage your expertise with Sabrina Parsons, CEO of LivePlan | 00:52:12 | |
I interview the CEO of Liveplan, Sabrina Parsons, and we chat about worklife balance as a mom; discussions to have with clients and how Liveplan can help support those discussions. In this episode you’ll hear:
About our guest: Sabrina Parsons is CEO of Palo Alto Software, and developer of the best-selling business management software, LivePlan. Palo Alto Software, with headquarters in Eugene, Oregon, develops software and tools specifically targeted at entrepreneurs and small-business owners. Palo Alto Software employs over 70 employees and gives all employees paid maternity and paternity leave, supports a generous short-term disability policy, and focuses on employee benefits that honor and respect their employees’ whole lives. Sabrina assumed the CEO role in May 2007. Connect with Sabrina on LinkedIn> Signup for LivePlan: www.liveplan.com (Students of Elevate get a special discount code for LivePlan!) Checkout BPlans.com **************************************************Join Elevate: Self-Paced HERE> 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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 30 Nov 2022 | 76 ⎸ Being Present is The Most Profitable Thing You Can Do with Katie Fleming | 00:39:04 | |
I interview Katie Fleming, an intuitive business coach & podcast host of The Ambitious Mom Podcast, and we talk about how your presence is the most profitable thing you can do, bridging your life with your business, and the number one thing you can do to level up in your business. In this episode you’ll hear:
Katie Fleming is the founder of the Ambitious Mom® Brand. She is known for Profitable Presence™ and what she calls the “BOTH AND LIFE”. This is her unique ability to build a wildly successful and profitable business empire & a family legacy at the SAME TIME and her deep belief that we don’t have to choose “either or” but we can choose the “both and life” and have it all, NOW. No delay required. From the beginning of her journey she had a Divine Intuition leading her to be BOTH the CEO of a global brand AND the leader and partner on the Homefront leading the legacy within her family and own four walls. BOTH AND. Early on the phrase “pursue your calling both in and out of your home” led her brand and led her evolution BOTH personally AND professionally. Today, her community of ambitious heart centered entrepreneurs are creating impactful and revolutionary businesses that are changing the world while also changing the world within the stewarding of our homes. Connect with Katie: 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 Katie @katiefleming For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 07 Dec 2022 | 77 ⎸ What happens to your business if something happens to you? With Julee Yokoyama | 00:51:24 | |
In this interview episode, I chat with Julee Yokoyama, a small business operational consultant who specializes in helping small businesses create contingency plans and succession planning. She helps people answer the question: “if something happens to me, what happens to my business?” In this episode you’ll hear:
About our guest: Julee Yokoyama is a small business operations consultant. She’s a strategist with certifications as a Director of Ops, Project Manager, and End-of-Life Doula. Needless to say, she’s a planner who does her homework, and she helps service-based entrepreneurs do the same by organizing and protecting their business operations. The results? Peace of mind, operational efficiency, business growth, and overall life fulfillment. With 15 years of consulting experience in both corporate and small business settings, she guides and supports her clients through the tough conversations around risk assessment and contingency planning so the mission-critical aspects of their businesses are covered in case of emergency or extended leave. Julee lives in Seattle, WA with her husband and two fur babies, Lucy and Desi. Connect with Julee: Get The Project CYA Essentials and start creating a plan for your business if something happens to you. 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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 14 Dec 2022 | 78 ⎸ Core Values to Run Your Business on | 00:50:38 | |
This week on the podcast I have my right hand & resident leadership coach, Meriah on the podcast and we’re talking all about core values, mission, and vision for your business as a way to build the culture (and business) you want to have. Even if you don’t plan on having a large team (or a team at all), this work is still imperative. It took me years to nail down my Vision, Mission, and Values, and truth be told, they’ll likely continue to morph. But Woweeeeee has this helped us build an A-team! ✨ And I’m so freakin grateful for the culture we’ve built. In this episode you’ll hear:
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 21 Dec 2022 | 79 ⎸ Accounting for Cannabis with Simone Cimiluca-Radzins | 00:47:57 | |
In this episode, I interview Simone, founder & host of the Cannabis Business Minds Podcast, a former auditor and current consultant in the financial industry. She shares her story about getting into cannabis accounting and how she helps accountants and cannabis customers navigate the industry. Many tips will translate into any type of accounting practice. In this episode you’ll hear:
About our guest: Simone Cimiluca-Radzins is a CPA with a vision to see a world where financial freedom is attainable for every individual that can dream, train, hustle, and repeat. Simone has more than a decade of experience helping Fortune 500 companies and startups improve operations, raise capital, and build better strategies to drive profit and empower employees. From corporate to cannabis, Simone made the jump into entrepreneurship in 2015 working with governments, community organizations, and startups to help build the nascent cannabis industry. Today, Simone trains entrepreneurs on how to confidently find their place as a CEO and have the tools to build a profitable business. Connect with Simone:
Resources mentioned in this episode:
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
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| 04 Jan 2023 | 80 ⎸ Alumni Panel: Bahiya & Penny | 00:22:46 | |
In this episode we are playing a panel interview I held with a couple of Accelerator students from a previous cohort. I thought it would be fun to take a little trip down memory lane as we kick off 2023 to inspire you whether you’re in the dreaming stage of starting your business or you have a full roster and you’re thinking of ways to grow and shift your business to serve you better. I’ll be interviewing Bahiya Thompson and Penny Rose. In this episode you’ll hear:
We’d like to invite you to join BBA VIP today - we have Live Q&A Calls on the first Wednesday of each month, hot seat calls on the second Wednesday, and coworking sessions on 3rd Wednesday's. Join HERE> 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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
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| 11 Jan 2023 | 81 ⎸ My Biggest Mistakes in Business | 00:15:54 | |
In this solo episode, I’m sharing a couple of my biggest mistakes in business and how I’ve handled them. And if you’re curious about offering higher level services (CFO/advisory) to clients, you’ll definitely want to listen to this one. In this episode you’ll hear:
Programs + resources mentioned: The Bookkeeping Business Accelerator® James Wedmore (one of my mentors) 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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
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| 25 Jan 2023 | 82 ⎸ Elevate Alumni Panel | 00:26:31 | |
For this episode, I decided to play another panel interview I held with some students from our Elevate Summer Sprint last year. They share what this course truly has to offer! In this episode you’ll hear:
Resources mentioned:
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 08 Feb 2023 | 84 ⎸ Don’t forget about Tangible Property at Year End | 00:16:12 | |
Everyone is talking about 1099s right now but there’s another tax form you should be aware of as a bookkeeper. I’m going to give you my year end pointers in this episode so you catch many of the things your clients need to handle at year end. Or that you can handle for them, and be the expert they rely on to know these things! In this episode you’ll hear:
Head to ambitiousbookkeeper.com/store and grab the workshops bundle to get my sales tax and 1099 workshops 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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
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| 15 Feb 2023 | 85 ⎸ Choosing the Right Marketing Strategy with Alyssa Lang | 00:38:10 | |
This week we welcome back a good friend of mine and repeat guest - Alyssa Lang, the Workflow Queen, to talk about choosing a marketing strategy that’s right for you. In this episode you’ll hear:
About our guest Alyssa, 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! After being in the accounting world for five years, Alyssa struggled with streamlining her practice. She felt frustrated and nervous and couldn't sleep at night not knowing where her client work would come from. She was overwhelmed by all the daily tasks, lost track of work and just couldn't keep up. Alyssa hit a wall and decided to make a change, so she started to automate her practice by creating workflows, systems and processes. She was then able to run her practice and take on more clients, scale and provide excellent service in the process! These days Alyssa’s a full-time educator. She’s also an Asana Certified Pro and her courses and resources have helped hundreds of bookkeepers and accountants worldwide! Listen to The Conquering Workflows & Systems Podcast Connect with Alyssa: workflowqueen.com Join the waitlist for the upcoming Workflows Made Simple Challenge >> https://learn.workflowqueen.com/5-day-free-challenge
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 22 Feb 2023 | 86 ⎸ Pricing traps & diagnostic reviews | 00:20:22 | |
In this solo episode I tackle two of the most common questions I get asked about: pricing & diagnostic reviews! In this episode you’ll hear:
Resources mentioned in this episode:
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Thank 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:
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| 08 Mar 2023 | 88 ⎸ Creating a Plan for Taking the Leap with Meriah & Serena | 00:54:31 | |
In this episode, our leadership coach, Meriah, is interviewing ME, Serena, on my full story & journey on getting to where we are today! In this episode you’ll hear:
Resources mentioned in this episode: 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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 15 Mar 2023 | 89 ⎸ Leverage Your LinkedIn Marketing Strategy for Effective B2B Growth with Marisa Shadrick | 00:45:53 | |
In this interview episode, I am chatting with one of my clients, Marisa, about how she’s been leveraging LinkedIn and relationship marketing to book clients and grow her audience. Grab your notebook, because we have lots of actionable tips and advice around LinkedIn! In this episode you’ll hear:
About our guest: Marisa is a Ray Edwards Certified Copywriter and "You Are the Brand" expert. She's the founder of Copy Connection, an online copywriting program that helps business owners promote like a pro and increase sales. In addition, she is the host of the "Resilient Faith Online" podcast.
Download her free resource: https://marisashadrick.ac-page.com/Turn_Knowledge_Into_Online_Revenue
Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 22 Mar 2023 | 90 ⎸ [STRATEGY] Getting time back when you're at capacity | 00:48:10 | |
Our on-air 1-1 strategy sessions are back! Listen in today as I mentor and coach a student of mine through feeling overwhelmed and at capacity while still wanting to grow her business. In this episode you’ll hear:
Would you like a strategy session? You can book yours here! Or join our Small Group Mentoring calls here. About Ashly Ashly is the founder of Precision Advising and Consulting. She focuses on helping service-based small businesses and family farms understand their finances and how to be current and accurate so they can make sound business and financial decisions. Ashly loves to help others, especially other small business owners. She is passionate about the work and talent of each client and enjoys being her clients’ “go-to” person for all small business accounting, advising, and consulting needs.
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 29 Mar 2023 | 91 ⎸ Building Friendships as an Entrepreneur with Rita Hallaveld | 00:45:22 | |
In this special interview episode, I have my sister on the podcast! She’s a former social worker and relationship therapist-turned-coach here to talk about building a strong inner circle of friends. In this episode you’ll hear:
Resources mentioned in this episode:
About our guest: A former social worker and relationship therapist-turned-coach, Rita is passionate about helping other women and entrepreneurs deepen their connections to others. As a mom and entrepreneur with over a decade in the field of mental health counseling, she's seen how critical it is to have a circle of emotionally intimate friends. She has many hobbies and passion projects centered around building strong communities and enjoying the outdoors. Connect with Rita: rita@ritahallaveldcoaching.com Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 12 Apr 2023 | 93 ⎸ The Accounting Marketing Machine with Michael King | 00:45:34 | |
In this interview episode I have Michael King from the CFO Accelerator on to chat about marketing, branding, and positioning your firm. In this episode you’ll hear:
Michael King is the CEO of KFE Solutions, a fractional CFO firm based in Dallas, Texas, and the founder of The CFO Accelerator, where he works with accountants and fractional CFOs who are looking to start to scale and optimize their advisory services. Sign up for his 5 Minute Fractional CFO Newsletter: https://www.thecfoaccelerator.com/blog Attend the CFO Accelerator LIVE: https://www.thecfoacceleratorlive.com
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 19 Apr 2023 | 94 ⎸ Niche your Brand with Mallika Malhotra | 00:43:11 | |
In this interview episode, I chat with Mallika Malhotra about brand strategy, niching, and positioning. A continuation of last week’s topic around marketing! In this episode you’ll hear:
Resources mentioned in this episode:
Meet Mallika: Connect with Mallika:
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Thank 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.
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 26 Apr 2023 | 95 ⎸ [STRATEGY] How to handle Prior Year Cleanup Issues | 00:30:42 | |
Listen in to an on-air strategy session with one of my students! In this episode you’ll hear:
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 10 May 2023 | 97 ⎸ From Public Accounting to Firm Owner with Stephen Crandall, CPA | 00:54:02 | |
We want your questions! We’re putting together a special episode for our 100th episode. We’d love for you to submit a question to be answered on air! Record a voicenote and email it to support@ambitiousbookkeeper.com with the subject line: 100th Podcast
About Stephen:
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 18 May 2023 | 98 ⎸ Balancing Client Acquisition with Delivering on Promises | 00:21:06 | |
In this episode, Serena talks about how to balance gaining new clients with delivering on promises for current clients. In this episode you’ll hear:
Resources mentioned in this episode: 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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ | |||
| 24 May 2023 | 99 ⎸ Balancing loyalty to clients with loyalty to self | 00:14:47 | |
We want your questions! We’re putting together a special episode for our 100th episode. We’d love for you to submit a question to be answered on air! Record a voicenote and email it to support@ambitiousbookkeeper.com with the subject line: 100th Podcast Loyalty is a good character trait, but it can be detrimental to the health of your business Balancing loyalty to clients with prioritizing yourself and your business can be a challenging task, but it is an essential part of running a successful business So in this episode, I’m jamming on ways to manage this and things to think about Resources mentioned in this episode: 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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ | |||
| 24 May 2023 | [BONUS] Case Study: Misa Bacon - from the very first BBA cohort | 01:17:05 | |
In this episode you’ll hear:
Resources mentioned in this episode:
Misa 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.
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 31 May 2023 | 100 ⎸ [Q&A] Booking Qualified Leads: Intake Process for Bookkeepers | 00:44:43 | |
This is a very, very exciting & special episode because it is our 100th episode!🍾 You're in for a treat because we're pulling questions from our audience. And my team member, Tia - our bookkeeper & resident designer - is on to help read the Q’s. In this episode you’ll hear:
If you’re interested in using OpenPhone please use my referral link! For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 07 Jun 2023 | 101 ⎸ [Q&A] Keeping it Secure: File sharing for Bookkeepers | 00:43:30 | |
On this episode, we’re airing another Q&A! This time, Serena answers questions from our very own Ambitious community. She shares tips and tricks on file-sharing systems, backup software, core values, hiring strategies, and more. In this episode you’ll hear:
Resources mentioned in this episode:
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 14 Jun 2023 | 102 ⎸ [Q&A] Simplify Your Clients Onboarding Experience | 00:27:41 | |
In this Q&A episode, we’re tackling all things client onboarding. Serena shares tips on automating follow-ups, creating custom proposals, and scheduling follow-up appointments to gauge client interest. Plus, tips for recruiting and creating a checklist for future hires. This one is packed with goodies! In this episode you’ll hear:
Resources mentioned in this episode:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 21 Jun 2023 | 103 ⎸ [Q&A] Why DIY E-Commerce is no-go | 00:43:14 | |
In this Q&A episode, Serena talks about her experience taking a break from social media and how it benefited her mental health. She also shares tips on managing business social media pages and taking a closure period to focus on CEO work. Plus, you’ll hear her answer questions related to pricing and managing Ecommerce. Come get some actionable tips! In this episode you’ll hear:
Resources mentioned in this episode:
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 28 Jun 2023 | 104 ⎸ [Q&A] Goal-setting & Financial Planning | 00:48:36 | |
In this Q&A episode, I talk about the importance of goal-setting and walk you through a special visualization exercise. I also talk about how to increase leads, share strategies for attracting the type of clients you want, and dive into the profit-first method. Come get your biz tips!
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 05 Jul 2023 | 105 ⎸ [STRATEGY] Turning off the busy-ness | 00:59:48 | |
In this strategy episode, we explore pricing and differentiating value within your service packages, open up about burnout and the importance of work-life balance, and share insights into team meetings, hiring methods, and time management strategies. In this episode you’ll hear:
Resources mentioned in this episode:
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 12 Jul 2023 | 106 ⎸ [NICHE] Bookkeeping for Female Real Estate Investors with Randy Ballen | 00:46:07 | |
In this interview episode I talk with the owner of a niche firm called REI Bookkeeping Babes—a firm that specializes in helping female real estate investors. We talk about her marketing strategies, pricing, and so much more! In this episode you’ll hear:
Resources mentioned in this episode: About Randy Randy Ballen has been a bookkeeping professional for over 15 years. She opened her original firm, Ballen Bookkeeping, over 5 years ago and in January of 2022 partnered with another bookkeeping firm to create a joint venture of REI Bookkeeping Babes. She also has a real estate investing business and recently started a nonprofit to address housing insecurity in vulnerable populations. She’s really passionate about lifting women up and empowering them to go after their biggest and best dreams. She has a 35 year old son and a wonderful daughter-in-law and lives in sunny Florida. She loves all the Arts, music and dancing most of all. Connect with Randy:
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 19 Jul 2023 | 107 ⎸ [NICHE] Unlocking the Secrets to Cannabis Bookkeeping with Sean Coggins | 00:46:15 | |
In this Niche Series podcast, I chat with new firm owner, Sean Coggins, about his recent jump from corporate and how he’s setup his business in his first year. He’s making a new switch to the Cannabis industry, and we are diving into what his go-to-market strategy has been. In this episode you’ll hear:
Resources mentioned in this episode: About Our Guest: Sean has 10+ years professional experience working in both public and private accounting. During his tenures at both a Top 5 international firm in Baltimore, MD and a regional firm in Annapolis, MD, Sean has provided financial statement audit, review, and compilation services, as well as various forms of financial consulting to clients across many different industries. Sean has focused his efforts within the technology, real estate, and manufacturing/distributing industries. He also has extensive experience assisting businesses with critical issues, including revenue recognition principles, design of internal control systems, and complex financial reporting. Sean has been instrumental in adding value to the clients he serves and enjoys partnering with businesses on each of their unique journeys. Sean currently resides in Severna Park, MD with his wife and two young children. When not working, Sean can be found chasing the children around a playground or enjoying time boating with his family.
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Thank 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.
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| 26 Jul 2023 | 108 ⎸ [NICHE] Anti-Niche with Dan Luthi | 00:56:24 | |
In this Niche Series interview episode, I talk with Dan Luthi, Partner at Ignite Spot Accounting. This epi is particularly interesting because Dan’s firm doesn’t have a niche! So we chat about all their unique strategies and the power of collaborating, investing, and advertising. In this episode you’ll hear:
Resources mentioned in this episode: About our guest: Dan Luthi is a Partner at Ignite Spot Accounting. For over a decade, he has worked with small businesses throughout the United States to do excellent accounting and make it useful for each business owner’s life and employee. Dan’s current position focuses on our clients’ needs through process development, system management, customer care, and business development. In addition, being a member of Intuit’s Accountant Council, Intuit’s Payroll Council, Gusto’s Partner Accountant Council, a member of Accounting Salon, and Bill.com Accountant Council have allowed him to directly share immediate client needs and feedback with their key providers. Each of these partnerships and several certifications will enable him to fulfill his joy of helping clients bridge the gap between accounting and personal goals. Connect with Dan in LinkedIn >
Podcast Publishing Tools we use:
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| 02 Aug 2023 | 109 ⎸ [NICHE] Travel & Tourism with Kirstin Reeder | 01:06:00 | |
In this NICHE series episode, I interview Kirstin Reader, owner of Purple Sapphire Business Solutions - which specializes in Tourism & Travel companies. Listen in as we cover a wide range of topics for a smaller bookkeeping firm in this niche! Kirstin serves her clients with the help of a part time bookkeeper and only spends about 20 hours a week in/on her business, as she also homeschools her 4 school aged children (5 have already graduated!)
Resources mentioned in this episode:
Kirstin is a Certified Digital Bookkeeper, Enrolled Agents, and Certified Tax Coach. She owns Purple Sapphire Business Solutions, which provides tax planning and preparation services to business owners and bookkeeping services to businesses in the travel and tourism industry. Facebook: @purpletaxes
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 09 Aug 2023 | 110 ⎸ [NICHE] Hospitality with Tyler Otto | 00:50:36 | |
In this NICHE series interview I chat with Tyler Otto, who specializes in the Hospitality industry — from his corporate days in Finance, he’s built a successful firm and is sharing some insights about growing a team and marketing his firm to get it off the ground. In this episode you’ll hear:
Resources mentioned in this episode:
About our Guest: Connect with Tyler:
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 Podcast Publishing Tools we use:
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| 23 Aug 2023 | 112 ⎸ [NICHE] Real Estate Professionals with Kelly Wigington | 00:49:33 | |
In this NICHE series episode, I talk with Kelly, owner of Summer Dove Bookkeeping, a niche firm specializing in bookkeeping for real estate professionals. She shares how she has noticed a common trend among many RE agents - they often treat their commission as a paycheck - and how she supports them in embracing a more business-oriented approach. She also opens up about her experience in the industry and how she got to where she is today. In this episode you’ll hear:
Resources mentioned in this episode:
About our guest: Kelly is the owner of Summer Dove Bookkeeping, wife of a hobby enthusiast, and Mama to three wild little boys. She lives in the mountains of East Tennessee where she and her family go on lots of adventures. She runs on coffee, Jesus, and sarcasm, and she strives to help everyone around her feel at peace. Connect with Kelly:
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring, visit our website: ambitiousbookkeeper.com Thank 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:
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| 16 Aug 2023 | 111 ⎸ [NICHE] Property Management with Haley Bonczyk | 00:41:17 | |
In this NICHE series episode, I chat with Haley Bonczyk, who specializes in the Property Management industry. She’s the owner of Thrive Bookkeeping and a mother of three, and has overcome many challenges on her journey to find the perfect balance between being a mom and running a successful bookkeeping business. In this episode you’ll hear:
Resources mentioned in this episode: About our Guest: Haley started her business back in 2017 with the intention of creating a sustainable job that she could continue to do once she had children. Her oldest daughter was born in 2019 and she maintained a business that had no niche, few systems, and a couple of contractors for about a year before she became fed up with the cycle of stress it was causing her. Fast-forward to today, she has focused in on her niche, has two contractors, and is working hard on the business to create repeatable systems and processes. Connect with Haley: 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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 30 Aug 2023 | 113 ⎸ [NICHE] E-commerce with Meryl Johnston | 00:54:57 | |
In this NICHE series episode, I talk with Meryl Johnston, the co-founder of Bean Ninjas. She shares her journey into e-commerce accounting and the valuable lessons she's learned along the way. From managing a team of contractors to choosing profitable clients, she provides valuable tips for success. In this episode you’ll hear:
Resources mentioned in this episode:
About our guest: Meryl is a Chartered Accountant and investor. She founded Bean Ninjas in July 2015 with $1,000 following the 7 Day Startup methodology. Now 8 years later the company operates in Australia, the US and UK and has a distributed team of 30 people. She is now focused on her podcast, the Lifestyle Accountant Show, and investing in businesses in the accounting industry. Connect with Meryl 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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 04 Sep 2023 | [MINI] Ep 1 ⎸ Marketing as an Introvert | 00:05:23 | |
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:
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
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| 06 Sep 2023 | 114 ⎸ [SYSTEMS] TaxDome for Bookkeepers with Cabot & Main | 00:43:30 | |
In this interview episode, I chat with Ashley & Katie of Cabot & Main, a company that specializes in helping accountants setup systems, workflows & automations. In this episode you’ll hear:
Resources mentioned in this episode: About our Guests Katie Toscano & Ashley Meripol are former corporate accountants, turned operations & project managers who found a love for helping the accounting business owner community. After doing their own thing as business owners for a few years in bookkeeping and operations, they decided to partner together to bring their 10+ years each of experience to helping their clients thrive. They were tired of seeing their accounting friends work ridiculous hours, sacrificing time with family, stress & overwhelm just because that’s the way it’s always been. Ashley & Katie have a serious love for all things systems, organization, technology and business, and are passionate about the "anti-hustle" life of working smarter not harder, and taking those Saturdays off. They are excited to launch their new monthly membership, the Tax Tech Collective as a space for business owners to gain access to their signature TaxDome Accelerator course designed to deliver rapid results, equipping accounting pros with actionable steps, time-saving templates, access to a thriving community of like-minded professionals, and specialized training for their admin support team. Connect with Cabot & Main:
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Thank 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:
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| 13 Sep 2023 | 115 ⎸ [SYSTEMS] Onboarding with Alyssa Lang | 00:36:33 | |
In this SYSTEMS episode, we have Alyssa Lang (Workflow Queen!) on with us again! We talk about ensuring clarity & efficiency in your client's onboarding journey, and we highlight the significance of creating seamless systems that allow for easier outsourcing or delegation.
Resources mentioned in this episode (some of these are affiliate links): PROGRAMS: SOFTWARE:
OTHER PODCAST EPISODES WITH ALYSSA:
About our guest Alyssa, 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! Follow her on IG @workflowqueen Listen to her podcast: Conquering Workflows & 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, @ambitiousbookkeeper Thank you for your support of our show. If you'd like to leave a review, click HERE. Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 20 Sep 2023 | 116 ⎸ [SYSTEMS] Jetpack Workflow with David Cristello | 00:53:44 | |
In this SYSTEMS episode, I chat with David Cristello, founder and CEO of Jetpack Workflow - a company that specializes in assisting bookkeeping, payroll, and tax firms in streamlining their client work and automating deadlines. In this episode you’ll hear:
Resources mentioned in this episode: About David: David Cristello is a game-changer, ushering new ideas into accounting, a profession that’s been around for thousands of years. He’s an innovator, leading the development of Jetpack Workflow, an award-winning workflow software for accounting and bookkeeping firms. As a non-technical founder, David relied on customer-centric ideas and empathy to help pre-sell and then grow the company from a spare-bedroom idea to being ranked on the Inc. 5000 (#676) within the first four years of operation. He produces and hosts a popular podcast series, “Growing Your Firm,” and is a respected writer of blogs and eBooks, and co authored the best-selling, “Double Your Accounting Firm: Lessons Learned on How Top Firms Grow Faster, Build Stronger Teams, and Increase Profit.” In a focused and impactful way, David is helping others embrace the modernization and changes that are redefining the accounting industry. Connect with David: 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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 27 Sep 2023 | 117 ⎸ [SYSTEMS] Scrutinize with John Rea | 00:41:31 | |
In this SYSTEMS episode, I chat with John Rea - creator and founder of Scrutinize, an automated bookkeeping file review tool designed to assist bookkeepers in three main areas: evaluating inherited books, conducting monthly reviews, and performing quality assessments. In this episode you’ll hear:
Resources mentioned in this episode:
About John: My name is John. I grew in a small town in north Texas and moved to Austin at 17 with plans to be a rockstar guitar player. It turns out you actually have to practice to be a rockstar, so that fell through. After spending a few years idling about, I decided to get serious and finished my BA in Finance at St. Edward's University.
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
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 02 Oct 2023 | [MINI] Ep 2 ⎸ How to Get Bank Statements in a Timely Way | 00:04:17 | |
In this MINIsode, I answer the question, How do you get bank statements from your clients in a timely way? You’ll hear:
Resources mentioned in this episode:
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank 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:
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| 04 Oct 2023 | 118 ⎸ Mastering SEO with Kristen Corey | 00:43:47 | |
In this interview episode, I chat with Kristen Corey, a marketing savvy accountant who has a wealth of knowledge in the world of SEO and content creation. So grab a pen and get ready to take some notes!! In this episode you’ll hear:
Resources mentioned in this episode:
Meet Kristen: After obtaining her Bachelors and Masters in accounting, Kristen went into public accounting where she became an auditor. It wasn’t until she had the opportunity to move abroad that she began marketing for entrepreneurs. She quickly gained experience working with industries including tech, fashion, legal, real estate, and even a high-end chocolate brand. Her experience grew from doing PR, graphic design, inbound marketing, social media management, and website development. Upon returning back from overseas she was hired by an accounting company to work as both an accountant and marketer. She found combining her two favorite industries wasn’t just possible but needed, Kristen decided to start a creative agency dedicated to helping accounting firms.
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 11 Oct 2023 | 119 ⎸ [NICHE] Accounting for Winemakers with Zane Stevens | 01:00:33 | |
In this NICHE series episode, I chat with Zane Stevens, a Director of Protea Financial. We delve into the challenges and opportunities that winemakers face when it comes to financial management and strategic decision-making. In this episode you’ll hear:
Resources mentioned in this episode: Meet Zane: Zane Stevens is a Director of Protea Financial. Prior to joining Protea, he was Financial Manager at Syntell, and subsidiaries, in Cape Town, South Africa. Syntell is a leading blue-chip company with revenue in excess of $38m that provides cutting edge technology-based services for Road Safety, Traffic Management and Revenue Collection. Before joining Syntell, Zane was a supervisor at KPMG in Port Elizabeth and Cape Town, South Africa, where he led audit and financial and information technology advisory engagements. Working with a broad host of clients, from owner-managed entities to large listed multinational companies, Zane obtained extensive experience in various sectors including automotive; public sector; food, drink, and consumer products; retail; healthcare and agriculture. Zane is registered as a Chartered Accountant (South Africa) with the South African Institute of Chartered Accountants. He received an Honors Degree in Accounting from Nelson Mandela Metropolitan University, where he also completed his undergraduate degree in Accounting.
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 16 Oct 2023 | [MINI] Ep 3 | 5 Key Reports | 00:03:26 | |
In this MINIsode, I explain 5 key financial reports that you should be delivering your clients! You’ll hear:
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank 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:
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| 18 Oct 2023 | 120 ⎸ [STRATEGY] Events, Team Training, & Automations with Becky Hesson | 00:42:33 | |
This week we’re airing another 1-1 strategy session with one of my students, Becky Hesson, founder of ANJUDI3! In this episode you’ll hear:
Resources mentioned in this episode:
Meet Becky: Becky started ANJUDI3 because she wanted to show the girls she hosted that they can do whatever they want to do using their positivity! Anja, Julia and Diana will always have a special place in her heart and will always be her special daughters! Becky’s professional background is in the tech industry. She also holds partial ownership as a shareholder of Willamette Valley Vineyards in Oregon. She's LEAD certified in the state of California, has been a member Texas Wine & Grape Growers since 2020, and even sponsored one of their virtual events. In 2023 she joined the Texas Craft Brewers Guild with the goal of learning more about the industry and creating connections with her clients and their passion. Recently, she's become the Membership Coordinator for the new Texas Hill Country Chapter of Women for Winesense. Connect with Becky: 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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Connect on Instagram: instagram.com/ambitiousbookkeeper Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 30 Oct 2023 | [MINI] Ep 4 ⎸ When you have questions or corrections for your bookkeeper, where do you communicate those? | 00:04:52 | |
In this MINIsode, I answer the question, When you have questions or corrections for your bookkeeper, where do you communicate those? You’ll hear:
Resources mentioned:
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
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| 25 Oct 2023 | 121 ⎸ Replacing your corporate benefits with Karrisa Martino | 00:40:53 | |
How do you handle replacing those cushy corporate benefits you’ll lose when you leave your corporate job and strike out on your own? In todays episode, I’m chatting with a benefits expert who specializes in setting up benefits for small businesses. In this episode you’ll hear:
About our Guest: Karrisa Martino is a health and life insurance broker specializing in customized plans for small businesses and self-employed individuals. She operates in the greater Cincinnati, Ohio area and serves clients nationwide, empowering them to understand the various insurance options available and how to utilize them effectively. Karrisa embarked on this career path in search of a job that would allow her to have a greater impact on people's lives. Unfortunately, she has experienced the loss of four family members before the age of 30 due to being in the wrong insurance product or lacking proper advocacy. Outside of work, Karrisa is a creative individual who has a deep connection with nature and expresses her creativity through various mediums.
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Follow on Twitter: twitter.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 01 Nov 2023 | 122 ⎸ Mastering your Inner Dialogue for Success and Happiness with Sharon Hefetz | 00:51:46 | |
In this interview episode, I have a special guest on to talk about the power of our words, inner dialogue, and intentions behind success. In this episode you’ll hear:
About our Guest: Sharon is a Mindset Coach, accomplished entrepreneur, and published author, dedicating her life to empowering women to reach their full potential. With a focus on creating balance and self-confidence, she encourages her clients to embrace authenticity, living guilt-free, and inviting abundance into their lives. A believer in the law of attraction, intrigued by quantum physics, she asserts that thoughts shape our reality and we always have the power of choice. With her multifaceted experience as a mother of three, her coaching blends personal insight with proven strategies. Sharon's mission is to serve as a catalyst for women, helping them build productive, harmonious lives by reconnecting and rediscovering their true self and desires. ebook on Inner Dialogue: https://go.sharonhefetzconsulting.com/ Connect on Facebook: https://www.facebook.com/SharonHefetzCoaching Happy Balanced Mom FB Group: https://www.facebook.com/groups/3038590393115843/ Connect on Instagram: https://www.instagram.com/banyashefetz/ Website: www.sharonhefetzconsulting.com email Sharon: 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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 08 Nov 2023 | 123 ⎸ Are you Ready for Year End? | 00:19:50 | |
Feelin’ a little worried/nervous about year end? Well, in this episode I’m sharing what we do for all of our clients at year end! In this episode you’ll hear:
Resources mentioned in this episode:
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ | |||
| 15 Nov 2023 | 124 ⎸ Mindfulness Hacks for Accountants with Vimal Bava | 00:23:38 | |
In this interview episode, I chat with Vimal Bava, a CPA and stress management coach. He shares his personal journey of experiencing burnout and stress in the accounting profession and how he found comfort in mindfulness and meditation practices.
About Vimal: For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Thank 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.
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ | |||
| 13 Nov 2023 | [MINI] Ep 5 ⎸ Starting a Bookkeeping Business with no Tax Experience | 00:06:53 | |
In this minisode, I’m sharing the top 3 questions people ask when thinking about starting their bookkeeping business especially without tax experience. Watch on Youtube >> https://youtu.be/qDn6IkMpjYg
--- Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ | |||
| 22 Nov 2023 | 125 ⎸ Borrowed Confidence with David Richter | 01:00:22 | |
In this interview episode, I chat with David Richter - owner of Simple CFO, a fractional CFO firm, and author of Profit First for Real Estate Investing. We talk about profit-first, offering CFO services, and creating a business you love. In this episode you’ll hear:
Resources mentioned in this episode:
About our guest: For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 27 Nov 2023 | [MINI] Ep 6 ⎸ How to Follow up with a busy lead near Year End | 00:04:27 | |
In this minisode, I answer the question, How do I follow up with a lead who’s so busy running their business that they’re not signing the agreement? Learn how to reach out, what to say, and why this approach works!
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ | |||
| 29 Nov 2023 | 126 | Which program is right for me? | 00:29:50 | |
Have a question you want answered on the podcast? CLICK HERE TO SEND IT IN! In this episode, I’m giving a summary of all of our current self-paced paid programs, mini courses, and workshops to help you make a decision, or maybe showcase something that you weren’t aware existed. In this episode you’ll hear:
Resources mentioned in this episode:
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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank 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:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||
| 06 Dec 2023 | 127 | [STRATEGY] Effectively Training & Mentoring Your Bookkeeping Team with Joanne Sharma | 00:24:22 | |
In this 1-1 Strategy Session with Joanne Sharma, a former Coaching Client of mine, we dive into some logistics of effectively reviewing, mentoring, and training a team. So if you’re thinking of hiring a bookkeeper for your team or already have a team but are struggling with expectations and training, tune in to this episode! In this episode you’ll hear:
Resources mentioned in this episode: Meet Joanne: I became a bookkeeping expert and Quickbooks Proadvisor after my first career as an engineer in the construction industry. While I graduated from Brown University with a bachelor’s degree in Mechanical Engineering I’ve always had a love of business and learning what made a business successful. Years ago, once I discovered my love of helping business owners make sense of their numbers, I went all in and took multiple courses and certifications in bookkeeping and small business finances. 🌐 Website: https://www.joannesbookkeeping.com/ 📱 LinkedIn: https://www.linkedin.com/in/joanne-sharma 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
Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ | |||
| 11 Dec 2023 | [MINI] Ep 7 | Sales Tax Automation for E-Commerce | 00:12:17 | |
Record a question for me to answer on the podcast here: speakpipe.com/ambitiousbookkeeper Resources Mentioned: TaxJar Bookkeeping for E-Commerce Workshop Sales Tax Workshop Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link) Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard Become a Client: ofcoursebookkeeping.com/contact Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools we use:
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ | |||
| 13 Dec 2023 | 128 | [STRATEGY] Pricing & Scaling Mindset for Growth with Accala Kessler | 00:38:01 | |
Listen in like a fly on the wall for a strategy session with one of my Accelerator students. We dive into:
Resources mentioned in this episode: Connect with Accala: 💼 LinkedIn: https://www.linkedin.com/in/accala-kessler-43bb746/ Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa
Don't miss Workflow Queen's April Fools Sale - March 29 - April 1 ⬇️ ⬇️ Join the next free training at ambitiousbookkeeper.com/training | |||