The Ambitious Bookkeeper Podcast

Serena dives deep into marketing strategies for bookkeepers and small business owners who are skeptical or overwhelmed by social media, sharing practical tips for building connections and growing your business. What You’ll Learn: Marketing isn't just about social media: Discover a multi-pronged approach including offline networking, online presence, and website strategy Build your "circl...

In this episode I’m tackling a listener ‘struggle’: Imposter Syndrome. This is also a MINI episode, which means you can view the video on YouTube ! While you’re there, make sure to subscribe! Resources mentioned in this episode: The Bookkeeping Biz Workshops My FREE Training Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post i...

In today's bite-sized episode, we're diving into the nitty-gritty of setting up TaxJar for eCommerce businesses. Whether you're a bookkeeper with some eCommerce clients or an online seller yourself, stick around. Serena's got some super helpful insights coming your way, complete with screen sharing over on YouTube if you're up for it. Resources mentioned: TaxJar Avalara Sh...

In this episode, we're diving into a wonderful conversation between Serena Shoup and Megan Tobler. Megan shares her inspiring journey from corporate sales to building a vibrant business community for moms in entrepreneurship. In this episode you’ll hear: The reality of juggling motherhood and building a business from the ground up. How Megan leveraged her natural talents from sales to start h...

Our MINI episodes are also YouTube videos - and may be better viewed on YouTube. Click here to watch! https://youtu.be/7zH54q8eR6I In this episode you’ll hear me answer a listener submitted question about the opportunities available in accounting & bookkeeping and how to find the right one for you! Resources mentioned in this episode: The Ultimate Guide to a Profitable Bookkeeping Business: ht...

In this episode, Alyssa Lang, my biz bestie & The Workflow Queen dives into what it truly means to be a great leader, focusing on how to move beyond everyday tasks and really lead your firm. She breaks down five key pillars of leadership that will help you build a scalable, profitable, and well-aligned business. Alyssa shares her personal journey, explaining how shifting your mindset, setting...

Hey there, welcome back to The Ambitious Bookkeeper Podcast! Today, I'm chatting with Brian Greer from TaxConnex about all things sales tax. Whether you're a sales tax newbie or just looking for a way to outsource, we've got you covered. So grab your favorite drink, get comfy, and let's dive into making sales tax a bit less daunting. In this episode you’ll hear: Meet Brian Gree...

Hey there! Welcome back to another episode of The Ambitious Bookkeeper Podcast. This week, join me as I dive into a treasure trove of archived Q&A content. We’re talking year-end tips, the ins and outs of e-commerce, using that CFO title wisely, and loads more. So grab your favorite drink, get comfy, and let's dive right in. Enjoy! In this episode you’ll hear: Get the lowdown on stepping...

In this video I’m demonstrating how to adjust bank balances when you’re cleaning up a Xero bank reconciliation. We’ll cover: spend money transactions receive money transactions manually reconciling transactions conversion balances (adjusting the beginning balance) Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba B...

We use OpenPhone instead of Google voice for 2FA codes and for client communication. I'll go over that in this video and show you our setup. Here's how to work around needing to pay for multiple users as your team grows: Make sure you have a central email inbox setup (like help@yourdomain.com or support@yourdomain.com )  Give your entire team access to this (we save the login info in 1Pa...

In this interview episode, we're diving into the world of micro reporting and weekly client updates with Shea Keats and Michelle Röse from Breakaway Advising. If you've ever been curious about adding a personal touch to your client advisory, this one's for you! In this episode you’ll hear: what micro reporting is all about how the concept of joy and compassion can revolutionize clie...

In this interview episode, I chat with Ryan Lazanis from FutureFirm about growth strategies and pricing tips to help streamline your firm. Whether you're just getting started or looking to scale, Ryan shares some golden nuggets on navigating the world of accounting business with ease and purpose. In this episode you’ll hear: Ryan’s journey from starting Zen Accounting to selling it and then l...

In this interview episode we've got the incredible Erin Pohan joining us to talk all about her journey in accounting, and to share some exciting news about WAVE, the must-attend event for women in accounting this year! In this episode you’ll hear: Erin’s incredible journey from having just one side client to now running her very own bookkeeping firm all the exciting details about the upcoming...

Welcome to 1099 Season! If this is your first 1099 season, buckle up, I’m here to help! Tune in today to hear an overview of what to know about 1099s so you’re armed with the confidence to take this on, and improve your processes for next year! In this episode you’ll hear: All the types of 1099s Reporting requirements, deadlines & thresholds International vendors And lots of tips and insights...

In this solo episode, we’re diving into some killer strategies to boost your profits in the new year. We’ll chat about updating your systems, tracking those important numbers, and all the behind-the-scenes moves that can make 2025 your most successful year yet! In this episode you’ll hear: secrets on tracking your profitability and why it's a game-changer the lowdown on updating engagement le...

In this interview episode, we've got Emily Leahy sharing her incredible insights on managing energy in business, especially for us ambitious women out there. Forget the hustle; it's all about syncing with your personal cycles and making life work for you. You won't want to miss these gems! In this episode you’ll hear: optimizing energy cycles, especially for women, and viewing perfo...

In this interview episode, we've got the amazing Liz Wilcox joining us to spill her secrets on turning email followers into friends, and eventually, loyal clients. In this episode you’ll hear: secrets on capturing leads through strategic social media moves and savvy website setups Discover the "email staircase" and turn your followers into pals, then clients how Liz strategically pl...

By popular request, we’ve decided to air a summit presentation I did with Josie Parr, at her Profitable Lifestyle Firm Summit. I’m talking about crafting deliverables that matter for your clients. If you’d like to see the presentation slides, head over to my YouTube Channel ! In this episode you’ll hear how to: Maximize your value Shift your positioning Add value Resources mentioned in this episod...

In this interview episode, I’m hanging out with marketing whiz Madelyn Furlong. We’re diving into how to turn your clients into mega-fans that'll rave about your business. From personal touches to killer marketing strategies, we've got you covered. In this episode you’ll hear: how having all your marketing needs handled by one team can save you tons of stress and time stories and tips on...

In this solo episode, I’m diving into the world of Threads. Is it the next best thing for bookkeepers or just another time-sink? Let's figure it out together. In this episode you’ll hear: the lowdown on what Threads is how Threads can pull over your Instagram followers how, in just three months, Threads helped me land a bunch of podcast interviews, a guest workshop, and even snag some new cli...

In this interview episode, I chat with money guru Kara Perez about merging sustainable living with smart financial practices. If you've ever been curious how to save some green while going green, you'll love this one! In this episode you’ll hear: practical, sustainable money practices that fit right into your life without breaking the bank advice on tackling emotional money barriers real...

In this interview episode, we've got Nicole Ayub, the fabulous Wall Street Girl Next Door, sharing her insights on money stories, emotional hang-ups, and shaking off that pesky shame around finances. Get ready to dive deep and rethink your money mindset! In this episode you’ll hear: why we're all feeling funky about our finances and how to fix it a money exercise that'll help you di...

In this interview episode I chat with Corree Roofener about how defining your personal and business values can transform your life. From nature walks & spiritual growth to aligning ethics to enhance your business, we're diving deep into what truly matters! In this episode you’ll hear: The overlap of business and personal values Foundational pillars of wealth Audit your values annually Lea...

In this interview episode, we dive into the world of bookkeeping with a twist—neurodiversity. Join me as I chat with Aneisha Velazquez from Yellow Sky Bookkeeping. She’s sharing her unique journey with autism and ADHD while offering tips on building better systems and communication. Grab a cup of coffee, and let’s get into it! In this episode you’ll hear: energy-focused scheduling the art of setti...

In this interview episode, we're continuing our neurodivergent series and diving into the inspiring journey of Amy Burgess, a fellow neurodivergent and brilliant bookkeeper. If you're curious about building a business that truly reflects who you are and want some killer insights into making it happen, you don't wanna miss this one. In this episode you’ll hear: newer bookkeeping biz...