The Ambitious Bookkeeper Podcast

This is the first of a series we will be having on the podcast, all around neurodivergent businesses & bookkeepers. You can find these episodes by searching [ND] in brackets on our blog. In this episode you’ll hear: How to declutter & create systems in your home Operating a business with ADHD Planning your day in your business How to support a business owner with ADHD as their bookkeeper R...

In this interview episode, I’m chatting with Katy Murray, the brains behind the Gingerbiz Podcast. She’s a powerhouse who's done it all—from professional photography to managing HR for a big company, and even launching her own business, Katie & Co. We first connected through Threads, and it turns out we have a lot to chat about when it comes to finding success without burning out. In this...

In this interview episode, I’m catching up with Sharon Hefetz, who has an incredible story to share about her journey with multiple myeloma. She opens up about how she turned to self-care, mindfulness, and intentional living to navigate her diagnosis and achieve remission. Plus, we've got a special giveaway for you, so check out the show notes for all the details! In this episode you’ll hear:...

In this interview episode, I’m hanging out with SEO whiz, Jules White, to break down some super practical tips to get your bookkeeping website noticed. Jules shares some cool hacks for optimizing images and structuring your content, plus some easy-to-use tools for keyword research. If SEO has been a mystery to you, this episode is your new best friend. Tune in and get those rankings up! In this ep...

In 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 business advantages of hiring a tax specialist benefits...

We’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 Xerocon Scotty’s journey rapping about accounting & you’ll get to see the actual performance (if you w...

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

In this Spotlight episode I’m shining the spotlight on one of my BBA students, Nicole Robb. She talks about how BBA played a pivotal role in building confidence, finding the right clients, and getting invaluable support from the BBA community. Tune in to hear what BBA can do for you! In this episode you’ll hear: Nic's journey the importance of being patient and making connections to gain clie...

In this solo episode I delve into the concept of ambition, sharing reflections on personal success, fulfillment, and the evolving priorities of life. Tune in if you’re ready to reevaluate what success means to you! In this episode you’ll hear: what ambition means defining success for yourself balancing ambition with life seasons origin of the name ‘Ambitious Bookkeeper’ Resources mentioned in this...

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

This 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 difference between consulting and ad...

In 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 reports use of automation tools for improving processes rec...

In this solo episode I take you step by step through the onboarding process, outlining the various phases from capturing leads to gathering documents and starting the cleanup. Tune in to gain actionable tips and strategies for a seamless onboarding process and make sure to catch the YouTube videos linked in the show notes for an even deeper dive into the subject! In this episode you’ll hear: steps...

In 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 time Specific details of the onboarding process using Dubsado, including...

In this Spotlight episode I’m shining the spotlight on one of my BBA students, Corrie Scott - owner of Taylor Made Bookkeeping Solutions. Get ready to be inspired and empowered as we dive into the world of efficient onboarding systems and work-life balance in the realm of bookkeeping. In this episode you’ll hear: benefits & challenges of using Dubsado for onboarding clients use of lead capture...

The onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra Courtney, who has helped me and countless other bookkeepers and accountants with setting up their Onboarding workflows using Dubsado. In this episode you’ll hear: How to capture lead information Information you should have o...

On Epsisode 154 I’m sharing another Q&A from the archives! You’ll hear me answer questions and jam on topics like: Cybersecurity Setting up a small practice switching clients from month to month from a catch up the importance of locking previous periods (are you doing this for your clients?!) various integration discussions, and the possibility of planning a XeroCon Meetup Thanks for listening...

In this episode you’ll hear: How to stay focused How I stay organized & plan my work Setting your calendar up for your cycle and energy levels Resources mentioned in this episode (some are affiliate links): Pomodoro timer Passion Planner 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 ta...

In this episode I cover the dreaded topic of offboarding clients. Whether you've been fired by a client or had to let them go, there are essential protocols to follow. Tune in for some tips & strategies for handling the end of a client relationship with professionalism and integrity. In this episode you’ll hear: offboarding processes related to documents & software importance of coope...

This solo episode is inspired by a question from our community about wrangling client communication and staying organized. Tune in to hear some practical advice to keep you out of your inbox and your business running smoothly! In this episode you’ll hear: managing client emails streamlining client communication utilizing central client care inbox for team visibility prioritizing discussions with c...

In this Q&A episode, we go over effective onboarding strategies to reduce turnover, and the importance of creating engaging content for your niche. Plus, get advice on how to communicate effectively with clients through structured emails and reports. In this episode you’ll hear: some 1099 tips tips for onboarding & training new employees LinkedIn content & communication how to provide...

In this interview episode I’m chatting with Alison Lukin, CEO of Officially Social. From leveraging personal content to engaging with followers, Alison shares valuable insights on creating an impactful online presence. Join us as we explore the importance of social media, current trends, and practical tips for success. In this episode you’ll hear: importance of personalizing social media content u...

In this interview episode, I’m chatting with online business mentor Jessica Parr about the struggles of motherhood & entrepreneurship. We tackle the tough topics: the real talk on burnout, finding your value as an entrepreneur, and the huge shifts motherhood brings to business. Whether you’re navigating the entrepreneurial waters or figuring out how to blend business with baby, this convo is p...

In this live Q&A session we touch on insights from a recent podcast on CFO services. Additionally, the host shares expertise on developing CFO services, handling quality control manually without specific software, the nuances of various client services like AR/AP, and strategies for finding and integrating team members. Questions from participants lead to discussions on LLC taxation, the benef...

In this interview episode, I have Matt Ruttenberg on again to continue our discussion on retirement planning for small businesses. This time, we do a deep dive into tax credits! Matt explains the recent changes in tax credits and how they can help businesses save substantial amounts of money for their 401(k) plans. Tune in for some practical strategies on taking advantage of these tax credits! In...