The Ambitious Bookkeeper Podcast

In this Q&A episode, I talk about the importance of goal-setting and walk you through a special visualization exercise. I also talk about how to increase leads, share strategies for attracting the type of clients you want, and dive into the profit-first method. Come get your biz tips! In this episode you’ll hear: strategies for setting money goals and time goals an exercise for visualizing the...

In this Q&A episode, Serena talks about her experience taking a break from social media and how it benefited her mental health. She also shares tips on managing business social media pages and taking a closure period to focus on CEO work. Plus, you’ll hear her answer questions related to pricing and managing Ecommerce. Come get some actionable tips! In this episode you’ll hear: details on Sere...

In this Q&A episode, we’re tackling all things client onboarding. Serena shares tips on automating follow-ups, creating custom proposals, and scheduling follow-up appointments to gauge client interest. Plus, tips for recruiting and creating a checklist for future hires. This one is packed with goodies! In this episode you’ll hear: software recommendations for creating proposals & for HR su...

On this episode, we’re airing another Q&A! This time, Serena answers questions from our very own Ambitious community. She shares tips and tricks on file-sharing systems, backup software, core values, hiring strategies, and more. In this episode you’ll hear: how to utilize Google Drive and Hubdoc for your business strategies for finding quality candidates for hiring perks of being in BBA VIP Re...

This is a very, very exciting & special episode because it is our 100th episode!🍾  You're in for a treat because we're pulling questions from our audience. And my team member, Tia - our bookkeeper & resident designer - is on to help read the Q’s. In this episode you’ll hear: how to create a productive work culture branding advice from Tia tips on hiring a part-time bookkeeper ti...

We want your questions! We’re putting together a special episode for our 100th episode. We’d love for you to submit a question to be answered on air! Record a voicenote and email it to support@ambitiousbookkeeper.com with the subject line: 100th Podcast Loyalty is a good character trait, but it can be detrimental to the health of your business Balancing loyalty to clients with prioritizing yoursel...

In this episode you’ll hear: Misa’s journey from when she started The Bookkeeping Business Accelerator in 2020 to now Tips for standing out in our industry & getting clients Misa’s QBO Intensive process How to collect and organize ideas for future content Misa’s favorite part & most beneficial piece of being a part of The Bookkeeping Business Accelerator Resources mentioned in this episode...

In this episode, Serena talks about how to balance gaining new clients with delivering on promises for current clients. In this episode you’ll hear: Prioritize communication with current clients Schedule specific times for client acquisition efforts Consider outsourcing non-essential tasks Experiment with different strategies to find what works best for your business Set realistic expectations for...

We want your questions! We’re putting together a special episode for our 100th episode. We’d love for you to submit a question to be answered on air! Record a voicenote and email it to support@ambitiousbookkeeper.com with the subject line: 100th Podcast In this interview episode, I interview a local CPA firm owner, Stephen Crandall, who I met at a Young Professionals Networking event! Stephen brin...

Listen in to an on-air strategy session with one of my students! In this episode you’ll hear: How to handle 10k of prior year transactions on a cleanup when the client has already filed those taxes How to have a conversation with a client about compliance issues and presenting multiple options How to handle when a client doesn’t take your advice or can’t afford to hire you to implement Thanks for...

In this interview episode, I chat with Mallika Malhotra about brand strategy, niching, and positioning. A continuation of last week’s topic around marketing! In this episode you’ll hear: How to begin working on your branding How to define a niche whether you’re established or brand new How to position your team as part of your branding if you are building an agency Resources mentioned in this epis...

In this interview episode I have Michael King from the CFO Accelerator on to chat about marketing, branding, and positioning your firm. In this episode you’ll hear: The importance of branding an exercise you can do to figure out why you’re attracting the ‘wrong’ clients keeping your marketing machine (examples, too!) going even when you aren’t accepting new clients How to manage the ChatGPT conver...

In this special interview episode, I have my sister on the podcast! She’s a former social worker and relationship therapist-turned-coach here to talk about building a strong inner circle of friends. In this episode you’ll hear: why strong friendships are important for entrepreneurs how to be intentional about building relationships how to manage capacity & boundaries in business (and your pers...

Our on-air 1-1 strategy sessions are back! Listen in today as I mentor and coach a student of mine through feeling overwhelmed and at capacity while still wanting to grow her business. In this episode you’ll hear: tips for deciding on what to delegate steps to take to create guardrails around your time introducing the waitlist & intake form to filter out prospects Would you like a strategy ses...

In this interview episode, I am chatting with one of my clients, Marisa, about how she’s been leveraging LinkedIn and relationship marketing to book clients and grow her audience. Grab your notebook, because we have lots of actionable tips and advice around LinkedIn! In this episode you’ll hear: How to connect with B2B on LinkedIn What kind of content works well How often to post & engage 5 ti...

In this solo episode I tackle two of the most common questions I get asked about: pricing & diagnostic reviews! In this episode you’ll hear: why you shouldn’t fall for the trap of pricing like your competitors why Bench & Pilot are able to charge as low as they do why you should incorporate diagnostic reviews into your proposal process what you’ll need from clients to complete a diagnostic...

This week we welcome back a good friend of mine and repeat guest - Alyssa Lang, the Workflow Queen, to talk about choosing a marketing strategy that’s right for you. In this episode you’ll hear: Alyssa’s current marketing campaign for her bookkeeping firm My current marketing strategy Comparing and contrasting why we both chose these differing strategies About our guest Alyssa, aka the Workflow Qu...

Everyone is talking about 1099s right now but there’s another tax form you should be aware of as a bookkeeper. I’m going to give you my year end pointers in this episode so you catch many of the things your clients need to handle at year end. Or that you can handle for them, and be the expert they rely on to know these things! In this episode you’ll hear: Business Property Tax 1099s Annual Corpora...

For this episode, I decided to play another panel interview I held with some students from our Elevate Summer Sprint last year. They share what this course truly has to offer! In this episode you’ll hear: some of the roadblocks students struggled with before Elevate what Elevate entails & how it works how Elevate can help you finally get compensated for the services you’re providing Resources...

In this solo episode, I’m sharing a couple of my biggest mistakes in business and how I’ve handled them. And if you’re curious about offering higher level services (CFO/advisory) to clients, you’ll definitely want to listen to this one. In this episode you’ll hear: how to handle “bad” investments shifting perspective when making mistakes radical responsibility how not to offer advisory services Pr...

In this episode we are playing a panel interview I held with a couple of Accelerator students from a previous cohort. I thought it would be fun to take a little trip down memory lane as we kick off 2023 to inspire you whether you’re in the dreaming stage of starting your business or you have a full roster and you’re thinking of ways to grow and shift your business to serve you better. I’ll be inte...

In this episode, I interview Simone, founder & host of the Cannabis Business Minds Podcast, a former auditor and current consultant in the financial industry. She shares her story about getting into cannabis accounting and how she helps accountants and cannabis customers navigate the industry. Many tips will translate into any type of accounting practice. In this episode you’ll hear: Freelance...

In this interview episode, I chat with Julee Yokoyama, a small business operational consultant who specializes in helping small businesses create contingency plans and succession planning. She helps people answer the question: “if something happens to me, what happens to my business?” In this episode you’ll hear: the difference between contingency planning & succession planning why both are st...

I interview Katie Fleming, an intuitive business coach & podcast host of The Ambitious Mom Podcast, and we talk about how your presence is the most profitable thing you can do, bridging your life with your business, and the number one thing you can do to level up in your business. In this episode you’ll hear: why radical responsibility is important to your success looking at things objectively...

I interview the CEO of Liveplan, Sabrina Parsons, and we chat about worklife balance as a mom; discussions to have with clients and how Liveplan can help support those discussions. In this episode you’ll hear: the mindset shift Sabrina had to make as CEO of a company and mom to little kids a piece of advice that would help any bookkeeper add more value to you clients (it’s not even advisory!) feat...