The Ambitious Bookkeeper Podcast

In this episode, I get to interview one of my favorite podcast hosts, Natalie Eckdahl, from Biz Chix Inc. She shares a wealth of knowledge with us on outsourcing, building an enduring business, and building an agency model. In this episode you’ll hear: how to talk to your partner about outsourcing things at home what an ‘enduring business’ means what building an agency could look like and so much...

In this Interview episode I chat with Co-host Erin Andrews of the Owners & Operations podcast for Accountants. We talk about the “traditional firm model” and creating a different work environment for our future accountants. In this episode you’ll hear: What it’s like taking over an accounting firm from your Dad What we should (and shouldn’t) be doing to attract talent to our industry as a whol...

Scott Scarano - fellow Xero enthusiast, podcaster, and firm owner joins me today to riff more on getting through burnout, purpose, and building things YOUR way. If you don’t like hearing how human other accountants actually are, don’t listen. In this episode you’ll hear us talk about: checkered pasts creativity vs productivity Going against the grain and other real sh** Listen to the end to hear S...

In this solo episode, I’m giving you 7 simple steps to use when you feel like throwing in the towel or burning it all down. Entrepreneurship is hard. You’re not alone.  In this episode you’ll hear:   How to silence the noise How to protect your time How to give your brain space to rest Important questions to reflect on By the way, here’s that awesome novel I was talking about: 📘 Merewif - By Aman...

In this special episode, we’re airing a student spotlight interview with an Alum of The Bookkeeping Business Accelerator. You get an inside look into a real bookkeeping business and hear from one of our amazing students! Come listen and get inspired. In this episode you’ll hear: Who Ashly is and where her business started How BBA gave Ashly clear processes to follow and lots of confidence to creat...

In this interview episode, Geraldine and I discuss communicating your value more effectively & exactly what IS valuable. We also discuss how we, as women, can make more money by working on becoming more confident, plus priorities and ‘success’ defined. In this episode you’ll hear: How to communicate your value more effectively & tying to package pricing How to reprice underpriced clients W...

In this episode, Serena Interviews former Clients: Austen & Gina Meier and they discuss some effective ways to market (especially if you have a niche) and tips for getting on your client’s level with how you talk to them. In this episode you’ll hear: strategies for niching down where to find your clients what business owners struggle with — where you can help! Connect with Austen and Gina here...

In this solo episode, I give you some actionable tips on meeting with clients as a way to add value to your bookkeeping services. In this episode you’ll hear: How to set a meeting agenda Why back to back meetings are no good What reports to present to clients How to add extra personal touches to your engagements → Join our next cohort of Elevate, starting in October: https://www.ambitiousbookkeepe...

 In this solo episode, I’m helping you decide whether offering advisory services is something you should pursue in your business. I’m also giving you a little taste of the first lesson inside of our newest program: Elevate, where I teach the foundational skills of offering advisory! In this episode you’ll hear: 4 questions to ask yourself to decide whether you should offer advisory the foundationa...

In this episode you’ll hear: Why Cash Flow Forecasting is important How to get started How to go deeper on this 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 Ambitious Bookkeeper Podcast or interest in our programs or mentoring v...

I recently connected with someone online who wants to start her bookkeeping business in the future, but still needs to build some skills. I also had a request a while back from someone in my DMs about covering the topic of contracting with other firms, CPAs, or bookkeepers. So in today’s episode, I’m going to cover just that: the upsides and the downsides, but also…. what you need to know about st...

If you've been in our space for even just a little bit, you've probably heard of my guest from today. His name is Blake Oliver. He is the cohost of the cloud accounting podcast. He is the founder of earmark CPE. He is the Accounting Community Advocate for Relay Bank. And I finally have him on my podcast today to talk about his entire journey. So if this is something that you've been...

In this episode you’ll hear: the mindset shifts you make as an entrepreneur becoming an educator in the accounting space launching programs through challenges Find out more about Mariette: https://courses.masteryourbooks.com/ Get in touch with or follow Mariette: masteryourbooks@mariettemartinez.com https://www.instagram.com/mariettemartinezmyb/ Thanks for listening. If this episode inspired you i...

Having a virtual bookkeeping business means you need a secure way to store and share documents with your clients and your team. In this Solo podcast I’m going to go over how to use G Suite in your bookkeeping business and best practices for file structures and naming conventions. Listen to Episode 23 with on what kind of Insurance Bookkeepers Need >> In this episode you’ll hear: How we use G...

 In this interview episode, I have my biz bestie (and actual friend) Alyssa Lang, the Workflow Queen back on. In this episode you’ll hear: How your business is a reflection of who you are how to get re-inspired Creating the intention to be a removable CEO Life updates from both of us Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device a...

 In this interview episode, I have special guest, Charlotte Isaac on the show to talk about your client experience, being a part of a community as a way of growing your business, and lots of actionable tips to implement right now in your bookkeeping business. In this episode you’ll hear: 4 Ways to make your client experience better How to use a tool like Dubsado to implement those Real suggestions...

 In this interview episode, we have a repeat guest: Liz Wilcox sharing her secrets on how to infuse your personality into your business and email marketing. Don’t worry, it’s a good step-by-step which I know you’ll love! In this episode you’ll hear: 3 tips for infusing your personality into your email marketing how to communicate your vision to clients how to express your values to current & f...

Listen in on a recent Masterclass I cohosted with Alyssa Lang, the Workflow Queen.  To watch the masterclass and/or join the Elevate Summer Sprint before July 5th go here:  https://www.ambitiousbookkeeper.com/replay tag me and Alyssa on Instagram as you listen with your big takeaways! @ambitiousbookkeeper @workflowqueen Listen to the FREE Private Podcast >> The Summer Sale for Dubsado Decode...

In this interview episode, I’m chatting with the hosts of the I Love Bookkeeping Podcast, Melissa Honan & Hannah Robinson. In this episode you’ll hear: How to stay motivated How to be intentional with your time How to aggressively guard your personal time 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 Instag...

 In this interview with Ben Day, the CEO of Lionshare Bookkeeping and founder of Built By Bookkeepers, we have an incredible conversation about how he grew his firm in the last 5 years and what he has going on now. In this episode you’ll hear: How Ben grew his team to 20 people How your vision can change 3 things you need to grow as a person and CEO The one question to ask yourself that will illum...

This is a very special episode — a takeover! from my business mentor, James Wedmore. We interviewed him a few episodes back but today he’s recorded a solo episode just for you about How to Work Less but Make More. Which is something we can all agree that would be nice, right? So tune in today to hear: the time & money connection the way of being you have to disconnect from how to leverage offe...

Such a special episode for you today! This is our 50th episode AND the kickoff of a new series we’ll be doing offering on air Strategy sessions. What better way to celebrate our 50th episode with a real-life mentoring session?! Today I’ll be offering some strategy and advice to a current Bookkeeping Business Accelerator student, Penny Rose, CPA. Penny is a CPA who offers tax advisory and preparati...

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...

For 10 years, James Wedmore taught entrepreneurs and online business owners how to leverage the power of online video and YouTube marketing to reach more people, share their message and convert more customers. In 2016, James made a massive shift to focus on a big gap missing in the marketplace: the mindset needed for entrepreneurship. He launched a totally woo-woo podcast, the Mind Your Business P...

In this solo episode, you’re going to be listening to a Facebook Live I did, covering: What is Advisory? 6 Services you could offer as advisory How to handle charging for it How to handle doing these for free Where to learn how to perform some of these services Make sure you follow me on Facebook so you catch the next livestream in this series and you can ask the questions YOU have! Thanks for lis...