The Ambitious Bookkeeper Podcast

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. In this episode you’ll hear: examples of mindfulness and meditation practices how to incorporate Mindfulness into your busy schedule how the mind-body co...

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 Resources mentioned in this minisode: Free training! Podcast episode on Insurance Podcast episode on Tech Catch the next LIVE Workshop Series! --- Learn how to start your bookkeeping business (...

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: 3 things we provide ALL of our clients at year end When to start and finish these processes How to get your hands on the resources to learn & implement these processes Resources mentioned in this episode: ambitiousbookkeeper.com/subscrib...

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: survival mode vs creative mode inner dialogue & self talk intention setting what to say to yourself before a discovery call what to say to yourself when it comes to mom guilt About our Guest: Sharon is a Mindset Coach, accomplish...

In this MINIsode, I answer the question, When you have questions or corrections for your bookkeeper, where do you communicate those? You’ll hear: strategies for communicating efficiently tools to get the job done the process we use in my firm Resources mentioned: Asana Loom Slack Notion (affiliate link) Google Workspace (affiliate link) Thanks for listening. If this episode inspired you in some wa...

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: The kinds of Insurance out there The importance of working with a broker How to determine what you really need in your cov...

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: hiring and team training strategies efficient strategies for email marketing tips on managing client relationships and tax filings how to streamline the conversion process and SO much more! Resources mentioned in this episode: The Bookkeeping Business Accelera...

In this MINIsode, I explain 5 key financial reports that you should be delivering your clients! You’ll hear: how often you should be delivering these reports to clients how to set up these reports in Xero 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...

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: the value in having CFOs with a strategic background why it’s important to have standardized procedures how to better understand your Cost of Prod...

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: technical and superficial aspects of SEO, and whether or not you should hire an SEO specialist challenges and misconceptions in using AI for marketing how to develop a...

In this MINIsode, I answer the question, How do you get bank statements from your clients in a timely way? You’ll hear: systems my firm uses for getting bank statements what to ask your client during onboarding Resources mentioned in this episode: Relay Bank (affiliate link) Hubdoc Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and...

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: the inspiration behind Scrutinize & a detailed look at its features best practices for ensuring se...

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: David’s inspiration behind building Jetpack Workflow how often you should review and tweak your processes how to migrate to new softwares/tools...

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. In this episode you’ll hear: the importance of separating processes in onboarding tech and tools we both use to autom...

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: How Ashley & Katie created their business together What a typical TaxDome Setup looks like Why TaxDome is good for bookkeepers, not just Tax pro’s How to beat overwhelm with systems & workfl...

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: 5 places to market yourself 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 Ambit...

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: The number one thing to think about when starting or growing a fi...

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 indust...

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: Haley’s business model Balancing motherhood with a bookke...

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: Tyler’s go-to market strategy to gain initial clients after he lost his corporate job during the pandemic...

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...

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: team structure and growth opportunities for employees billing based on annual recurring re...

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: Sean’s go-to-market strategy Sean’s minimum pricing for monthly engagements and how he ‘upsells’...

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: when Randy got started with bookkeeping how she found her first niche & transitioned to the one she’s in now marketing strategies she’s used s...

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: tips on splitting up and elevating packages advice on balancing work and rest strategies for taking on a team recommende...