The Ambitious Bookkeeper Podcast

This week I’m interviewing Jody Grunden co-founder and CEO of Summit CPA Group, a leading Virtual CFO firm in the creative agency space. We are talking about scaling, removing yourself from your firm, offering CFO services, building an amazing virtual team culture, and lots of things in between. After we stopped recording, I told Jody I wished I’d found his firm when I was still working in corpora...

You’re most likely already offering some level of advisory and either not aware or not confident enough to charge for it. And if not... In this week’s episode, I’m going to answer the question “When will I be ready for advisory” and give you some ideas of things you could offer. We cover: what is advisory? why would you want to offer it? how will you know you’re ready? what do you need in place fi...

In this special episode, I’m bringing in 3 very special and powerful women in the accounting space: Katie Ferro, Keila Hill-Trawick, and Noemi Aguilar-Horta These three women are some of the other accounting/bookkeeping specific course creators that I asked to provide their top advice to you as course creators in our specific niche. This is a continuation of a series I’m putting together around cr...

In this solo episode I’m taking you back to 2019 & when I started the Ambitious Bookkeeper Brand. This is a behind the scenes of how it all started in case you’re new around here, and even if you’re not, you may hear some things you didn’t know. This episode is really to give you a look at what creating a course has done for me and so many other people, so whether you’re interested in creating...

Wondering how you can serve DIY clients? In this solo episode I go into some ideas, experiences, and lessons learned around offering a DIY service to clients, questions to ask yourself before going down this path, and as always, some actionable tips for getting started. To enter the Workshop Bundle Giveaway, make sure you subscribe, screenshot this episode, type out what action you’re taking, and...

Creating a course is no easy feat. Launching it can be even more challenging. In this solo episode I’m diving into the stats from our most recent launch of The Bookkeeping Business Accelerator™️, as well as talking about what it’s like to launch a course who I learned from and other tips and insights many people have been asking for. You can still join The Bookkeeping Business Accelerator Self-Pac...

On today’s interview episode, I have a special guest on to talk about creating content, podcasting, and standing out as who you are. Even if you aren’t interested in starting a podcast, I know you’ll have a few takeaways from this episodes and get ideas on how YOU can start to stand out online. Here are some of the things we talked about: getting comfortable hearing your voice on a podcast what ho...

We've got another bonus episode to help inspire you to build your business! This is a Bookkeeper Spotlight interview with one of our Accelerator Students, Jen Fischer. You can connect with her on Instagram: @numbersbyjen Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambit...

In this interview episode this week, I am interviewing one of my very first students of the bookkeeping business accelerator, but we do kind of talk about the beginning of us meeting. However, what I did bring this special guest on today to talk about is burnout boundaries using your intuition how to incorporate your human design into how you exist in your business and in life. Our guest, Laura To...

There’s no doubt about it, you have your pick when it comes to working with a coach or mentor. In this solo episode, I’m breaking down how I suggest looking for one, or making sure you have the right mentor for you . Because they (we) are not all the same. And if you know you’re ready to work with me as your mentor, we are OPENING enrollment inside of The Bookkeeping Business Accelerator March 4-...

In this solo episode, I’m addressing some fears that many of us have about starting or growing our own bookkeeping or accounting businesses. I’m even sharing a funny story of my own ridiculous fears. Many of the fears we have hold a common theme: Fear of failure or not knowing enough. Hit that play button to hear my take on these fears and how to reframe them. Resources + Links Mentioned: The Book...

Hey Ambitious Bookkeepers! Today we're dropping a special Bonus episode to help inspire you if you're new to the thought of starting your own business, or you've recently made the decision to. A couple times a year, we open The Bookkeeping Biz Workshops — a workshop series just for those who are wanting to start or who have recently started their businesses. After the workshops are...

In this solo episode I’m giving you 4 steps (and several sub-steps) on how to get started with your bookkeeping business as a freelancer or side-hustle before you decide to take the leap from corporate. Resources Mentioned: The Bookkeeping Biz Workshops: bkworkshops.online Proadvisor Marketing Podcast Episode Relay Affiliate Link Download Checklist ambitiousbookkeeper.com/checklist Thanks for list...

In this interview episode, I am talking with Neill Williams, a Master Certified Life Coach through The Life Coach School, specializing in Time, $$, and Business. She is the host of The Unbusy Your Life podcast and creator of the $10K in 10 Hours Mastermind . Only after ditching her own belief that success was measured by the number of hours worked was Neill able to achieve true lifestyle freedom w...

This week I'm interviewing a fellow Ambitious Woman, Priscilla Parra, the founder of Ambitious AF Copywriting. We connected on Instagram on the AmbitiousAF hashtag and worked together in the past, and I wanted to bring her on to share her insights from working with other bookkeepers and accountants on their social media and content creation. She's giving some great advice around attracti...

This week I'm chatting with Aimee LaLiberte, the owner of My Virtual CFO. Aimee is a trusted profitability advisor to six and seven-figure business owners who are tired of being behind in their books and are ready to uncover blind spots, course correct, and ultimately get more profitable. Aimee also is a certified life and money coach and works with business owners who seek greater confidence...

Today I'm interviewing another educator in our space, Michael King, the CEO of KFE Solutions, a fractional CFO business, and the leader of The Connected Accountant Community. We have a value packed conversation about: The best way to get started offering CFO/Advisory services The most important skill in offering CFO services 3 things clients are willing to pay top dollar for How to set yourse...

In this solo episode, I'll be answering the question: Should you have your prices on your website? Along with giving you a mini-lesson on what you SHOULD have on your website. Interested in starting your business and having this all setup FOR you in addition to getting the mentoring and support you need as you start or grow your business? Sign up for the Bookkeeping Business Accelerator Waitl...

In this solo episode, I'm talking about making your first hire — some of the things that have worked for us and the 4 points you need to think about ahead of time! What position to hire for first What to put in the job description Whether you should have an employee or a contractor Where to look for your new team member Plus a few other points to consider! Here are the resources mentioned in...

In this solo episode I'm chatting today about how scaling back and simplifying in your business can actually help you scale and grow. This episode will help you stay focused as you roll into 2022 and be intentional about how you grow. Ready to nail down your service offerings and prices? Join The Bookkeeping Business Accelerator and start building a simple and scalable bookkeeping business wi...

In this short & sweet solo episode, I talk about my framework for setting goals in the context of your business. These are the 3 questions I ask my students and clients when we start working together strategically. Happy goal-setting!  Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our...

In this interview episode, I have Rhonda Delany, The People Gardener, here to talk about simplifying your leadership. She specializes in helping new and emerging leaders become great leaders through embracing a human first approach.  We talk about the first thing a new leader should focus on, how much time you should be spending leading your team, and the number one quality of a leader (which you...

In this interview episode, I'm chatting with Italian Tax Expert, Paolo Rigo of Studio Rigo on the story of his international tax niche as well as talking about building your skills in sales. Paolo runs a team of 25 and has a lot of value to bring! You can connect with Paolo: Youtube Instagram Facebook Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interes...

SHOW NOTES: In this interview episode I am joined by The Mompreneur Guide, Megan Moran, to talk about how one can start to simplify her business. She takes us through 3 steps to gain clarity and begin simplifying so we can be more present and focused in our businesses and with our families. You can connect with Megan here: themompreneurguide.com/subscribe Instagram: @mompreneurguide Thanks for lis...

In this interview episode I'm chatting with one of my very first students/mentees, Yaussy Casmartino who runs a bookkeeping & HR business just herself and one contractor at this time, servicing 20 clients! We're diving into finding the right contractor, training, and how she found the 20 clients she now has. Tune in to be inspired by a real bookkeeper story! Instagram: @source.lyn |...