The Ambitious Bookkeeper Podcast

In this interview episode I have Jock Wols, the CEO of RiskDesk, which specializes in finding the right insurance coverage for professionals and works extensively with Accountants, Bookkeepers, and Attorneys as well as other business professionals. Jock is helping us understand what type of insurance we need, when we need it, and things to consider when assessing your risk tolerance, plus so much...

In this interview episode, I'm chatting with my friend, Anna Nelson, a Gallup Certified Strengths Coach, on what it looks like to build a business based on your unique strengths. Anna knows first-hand that focusing on your strengths or ‘superpowers’ and delegating the stuff that you might not be so good at is the key to true business growth and success. But to do that, you need to be able to...

In this interview episode I have the one and only Workflow Queen, Alyssa Lang on the podcast to talk about the recent retreat she put on in Nashville, TN. We recapped how the retreat came about, biggest takeaways, and what all went into putting on a retreat. Plus we talked about the foundations everyone should have in place in order to grow. If you're ready to implement those foundations, Fre...

In this interview episode, I have Kate Johnson from the Bookkeeping Sidehustle Facebook Community (which has over 16k members!). We're chatting about how her group started, what her firm looks like, and lots of other random inspiring bits. We hope you enjoy this interview!  Kate owns Heritage Business Services, LLC, a virtual bookkeeping firm serving small business clients all over the United...

In this solo episode, I'm sharing why & how we have become a 100% Xero firm, how we position it to clients, and some of my favorite Xero features. Some resources for getting started with Xero if you're interested are below! Xero Talks Xero advisor certification XERO DEMO REPLAY Xero Marketing Workshop Thanks for listening. For more information about the Ambitious Bookkeeper Podcast o...

In this episode, I'm giving a quick update on where I was last week (Nashville!) and chatting about how I recommend going about starting a bookkeeping business without any experience in bookkeeping. Affiliate Links: Bookkeeper Launch , Become a Bookkeeper , Kickoff With Asana AIPB Certification Breakthrough (waitlist) Thanks for listening. For more information about the Ambitious Bookkeeper P...

Where to start on a cleanup? In this solo episode I go over the details of a cleanup by breaking down the steps you need to take plus I let you know exactly where to start. In addition, I reveal the pitfalls you want to watch out for and key pointers for asking the right questions so you get the answers you need. Are you ready to take notes on this value packed episode? Click play now!. If you’re...

This was an interview I did inside the Ambitious Bookkeeper Facebook community last year, but it was such an inspiring interview I had to share it. Most likely sometime soon I'll have Kelli back on to talk about what she's been up to in the last year. I'm so excited for this one! Kelli Loo, CPA is going to come chat with me about how she built her tax practice after leaving a 10 yea...

In this solo episode, we’re going to chat about whether I think getting your CPA license is worth it, some of the requirements to keep in mind, and tips that helped me pass my exams (way back when!)  I get lots of questions about the CPA and decided to finally make an episode about it. I answered some specific questions from Instagram, too! So if you answered my call for questions, listen to this...

In this solo episode, I take you behind the scenes of the beginning of a discovery call practice session I held for students inside The Bookkeeping Business Accelerator. We go over some basics of discovery calls, I give some pointers on how to talk about your process with potential clients, and we even get into introducing the diagnostic process to clients. Ready to listen in? Hit that play button...

In this interview episode, I talk with Liz Wilcox, an RV Blogger turned Email Marketing Super Star. She’s helping us understand how to use email marketing in our bookkeeping business, breaking down some of the mistakes people make, simplifying the process of getting started, and we also talk about how often we (bookkeepers + accountants) should be emailing.  Sign up for Liz’s Email Marketing Membe...

In this interview episode, I talk with a former IRS Auditor turned Tax Practice Owner, Andrew Campbell. You definitely want to listen if you’ve ever had the question: “how do I ensure my clients have audit-proof books” or if you have questions about what an IRS audit generally entails.   Sign up for The Bookkeeping Business Accelerator  Connect with Andrew on LinkedIn Thanks for listening. For mor...

In this interview episode, I talk with Lauren Caselli, about the different pricing strategies you can use in your bookkeeping business, from hourly to value based, package pricing to retainer pricing. This episode will help you understand the pros and cons of all the different pricing methods and hopefully help you in your pricing journey. Sign up for The Bookkeeping Business Accelerator to get ac...

In this solo episode, I talk about pushing aside the fear of starting your bookkeeping business, by countering some of the common fears I see come up (including my own).  This episode is for you if you’re in the dreaming stage and you’re listening along each week here trying to learn as much as possible but you still haven’t really taken much action on starting your business. Sign up for The Bookk...

In this Solo episode I chat about the 6 differences between working in corporate and running your own accounting business, plus some tips to ease the transition and set you up for success. Sign up for The Bookkeeping Biz Workshops August 22-26 Read the episode blog here Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit...

This episode is an interview I had with Katie Ferro of Orderly Accounting By Katie - a fellow course creator and mentor in the bookkeeping space. We chat about motherhood and growing our bookkeeping businesses (of course!). This episode is definitely for you if you have no experience in bookkeeping OR if you have tons of accounting experience and you're ready to leave your 9-5. Connect with K...

In this short solo episode, I give you 5 things you need in order to start a bookkeeping business. Grab our FREE Start a Bookkeeping Biz Checklist Sign up for The Bookkeeping Biz Workshops   Happening August 22-26 Read this episode on the blog Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit...

In this interview episode I’m joined by The Workflow Queen, Alyssa Lang.  This was an interview she and I did on Facebook Live and we chatted about all things scaling versus just growing, setting a vision for what you want from the beginning. It's never too early to start thinking about scaling, because it’s all about how you want to be spending your time. We also chat about pay structure for...

In this solo episode, I talk about the process I go through when getting a new client. You might feel like you just don’t know where to start, so I’m breaking it down!  Read the Full Blog:  https://www.ambitiousbookkeeper.com/blog/first-client Sign up for The Bookkeeping Business Accelerator to dive deeper in the diagnostic and onboarding processes. Apply for 1-1 Mentoring   Thanks for listening....

Read the Full Blog:  https://www.ambitiousbookkeeper.com/blog/how-to-find-your-new-bookkeeping-client Sign up for The Bookkeeping Client Closer Get on the waitlist for The Bookkeeping Business Accelerator  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 F...

In this solo episode, I break down how I manage my week by planning ahead and making a thing out of it each week. I talk about the tools I use, and programs that have helped me get better at managing my time. Passion Planner - $5 off (affiliate link) Kick Off With Asana for Bookkeepers & Accountants - $100 off (affiliate link) Read the Full Blog: https://www.ambitiousbookkeeper.com/blog/2020-r...

This interview with Laura, the Numbers Nomad was recorded as a Facebook Live inside my Ambitious Bookkeeper Community. We are chatting about creating a healthier mindset around time & money as accountants. We also answered a few questions at the end from community members watching live.  Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our progra...

In this solo episode, I talk about two absolute game changers when it comes to your onboarding process. Read the Full Blog:  https://www.ambitiousbookkeeper.com/blog/up-level-your-on-boarding-game Sign up for Dubsado Decoded Get on the waitlist for The Bookkeeping Business Accelerator  Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or...

Welcome to the Ambitious Bookkeeper Podcast. This is a little intro to the podcast, what to expect, and a background on our founder, Serena Shoup. 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