The Ambitious Bookkeeper Podcast

Sep 05 2024 53
The Ambitious Bookkeeper Podcast artwork

The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. 

We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: 

Website: https://www.ambitiousbookkeeper.com 

BBA: https://www.ambitiousbookkeeper.com/bba 
Facebook: https://www.facebook.com/serenashoupcpa 
LinkedIn: https://linkedin.com/in/serenashoup 
Instagram: https://instagram.com/ambitiousbookkeeper

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165 ⎸ Tax: Should you offer it?

Sep 05 2024 12 mins  
Send us a textIn this solo episode, I’m chatting about a question I got from one of you awesome listeners: should you add tax services to your bookkeeping biz? We’ll weigh the pros and cons, talk about building your own client base, and figure out if expanding your services is the right move for you.In this episode you’ll hear:building a personal book of businessadvantages of

BONUS ⎸ Scotty + Serena BTS of performing at Xerocon

Aug 29 2024 60 mins  
Send us a textWe’ve just come back from Xerocon 2024 Nashville, and i’m giving you a backstage pass to the inner workings of how Scotty ’OKR’. Scarano secured the mainstage for one of his accounting raps—and included me in the ride!In this episode you’ll hear:the story behind Scotty & I performing at XeroconScotty’s journey rapping about accounting& you’ll g

164 ⎸ [SPOTLIGHT] Build confidence to leave corporate with Rebekah Poirier

Aug 28 2024 36 mins  
Send us a textIn this spotlight episode, Rebekah Poirier, founder of Serenity CFO Solutions, shares her journey from the corporate world to entrepreneurship. We're getting into how she's using social media to get clients, the perks of running your own business, and how the Bookkeeping Business Accelerator (BBA) program has been a game-changer!In this episode you’ll hear:Rebekah's

163 ⎸ [SPOTLIGHT] Customize your Business with Nic Robb

Aug 26 2024 32 mins  
Send us a textIn this Spotlight episode I’m shining the spotlight on one of my BBA students, Nicole Robb. She talks about how BBA played a pivotal role in building confidence, finding the right clients, and getting invaluable support from the BBA community. Tune in to hear what BBA can do for you!In this episode you’ll hear:Nic's journeythe importance of being patient and makin

162 ⎸ What does it mean to be Ambitious?

Aug 21 2024 16 mins  
Send us a textIn this solo episode I delve into the concept of ambition, sharing reflections on personal success, fulfillment, and the evolving priorities of life. Tune in if you’re ready to reevaluate what success means to you!In this episode you’ll hear:what ambition meansdefining success for yourselfbalancing ambition with life seasonsorigin of the name ‘Ambitious Bookkeep

161 ⎸ The Alyssa + Serena Show Part 2

Aug 07 2024 65 mins  
Send us a textThis interview episode is Part 2 of The Alyssa + Serena Show with my biz bestie, Alyssa Lang (Workflow Queen)! We talk about managing clients, offering advisory services, and the importance of SOPs in a bookkeeping firm. From practical business advice to lighthearted banter, you’ll wanna tune in to elevate your bookkeeping game!In this episode you’ll hear:the diff

160 ⎸ The Alyssa + Serena Show Part 1

Aug 07 2024 65 mins  
Send us a textIn this interview episode, I’m chatting with my biz bestie, Alyssa Lang (Workflow Queen)! Introducing…The Alyssa + Serena Show: Part 1. We reflect on personal & professional experiences, offering valuable insights and strategies for navigating the world of bookkeeping and entrepreneurship.In this episode you’ll hear:Serena's and Alyssa's business strategies

159 ⎸ [STRATEGY] Managing Process vs. People with Becky Hesson

Jul 31 2024 45 mins  
Send us a textIn this strategy episode, I coach Becky Hesson through some business roadblocks. We delve into challenges with marketing, managing people, and seeking better and more efficient ways of doing things. If you have a team, you’ll definitely wanna tune into this one!In this episode you’ll hear:the challenge of ensuring consistency in monthly reportsuse of automation to

158 ⎸ The Onboarding Workflow

Jul 24 2024 16 mins  
Send us a textIn this solo episode I take you step by step through the onboarding process, outlining the various phases from capturing leads to gathering documents and starting the cleanup. Tune in to gain actionable tips and strategies for a seamless onboarding process and make sure to catch the YouTube videos linked in the show notes for an even deeper dive into the subject!In th

157 ⎸ How to Onboard Clients

Jul 17 2024 33 mins  
Send us a textIn this episode I’m exploring the world of client onboarding, while focusing on the use of Dubsado to automate the process. If you're interested in learning about automated onboarding processes and low-cost options, this episode is for you!In this episode you’ll hear:Challenges of managing multiple clients at the same timeSpecific details of the onboarding process