The Ambitious Bookkeeper Podcast
By Serena Shoup, CPA
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Subscribers: 5
Reviews: 0
Episodes: 204
Description
The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www.ambitiousbookkeeper.com/bba Facebook: https://www.facebook.com/serenashoupcpa LinkedIn: https://linkedin.com/in/serenashoup Instagram: https://instagram.com/ambitiousbookkeeper
| Episode | Date |
|---|---|
|
193 | Marketing without Social Media
|
Apr 02, 2025 |
|
192 | How to Combat Imposter Syndrome
|
Mar 26, 2025 |
|
191 | Setting up TaxJar for eCommerce Businesses
|
Mar 19, 2025 |
|
190 ⎸ Building Business Together with Megan Tobler
|
Mar 12, 2025 |
|
189 | Are There Remote Bookkeeping Opportunities Still?
|
Mar 05, 2025 |
|
188 | How to Become a Better Leader with Alyssa Lang
|
Feb 24, 2025 |
|
187 ⎸ How to Handle Sales Tax with Brian Greer of TaxConnex
|
Feb 19, 2025 |
|
186 ⎸ [Q&A] E-commerce, Digital Products & the CFO Title
|
Feb 12, 2025 |
|
185 ⎸ Correcting Bank Balances in Xero
|
Feb 03, 2025 |
|
[Tech] OpenPhone for 2FA & Client Communication
|
Jan 31, 2025 |
|
184 ⎸ Weekly (Micro) Reporting for Clients with Shea & Michelle
|
Jan 29, 2025 |
|
183 ⎸ Keys to Growth & Pricing with Ryan Lazanis
|
Jan 22, 2025 |
|
182 ⎸ The #1 Event to Attend this Year with Erin Pohan
|
Jan 15, 2025 |
|
181 ⎸ 1099 Training - Updates for 2025
|
Jan 08, 2025 |
|
180 ⎸ How to Make this Year More Profitable
|
Jan 01, 2025 |
|
179 ⎸ Managing Your Energy in Business with Emily Leahy
|
Dec 18, 2024 |
|
178 ⎸ Lead Magnets & Email with Liz Wilcox
|
Dec 04, 2024 |
|
177 | Crafting Deliverables that Matter
|
Nov 27, 2024 |
|
176 ⎸ How to Transform Clients into Your Biggest Cheerleaders with Madelyn Furlong
|
Nov 20, 2024 |
|
175 ⎸ Threads: Is it worth it?
|
Nov 13, 2024 |
|
174 ⎸ Sustainable Money Practices with Kara Perez
|
Nov 06, 2024 |
|
173 ⎸ Money Stories & Shame around Money with Wall Street Girl Next Door (Nicole Ayub)
|
Oct 30, 2024 |
|
172 ⎸ Defining your Values in Life & Business with Corree Roofener
|
Oct 23, 2024 |
|
171 ⎸ [ND] Bookkeeping with Neurodivergence with Aneisha Velazquez
|
Oct 16, 2024 |
|
170 ⎸ [ND] Starting a Neurodivergent Bookkeeping Business with Amy Burgess
|
Oct 09, 2024 |
|
169 ⎸ [ND] Managing Business & Home with ADHD with Megs Crawford
|
Oct 02, 2024 |
|
168 ⎸ Slowing down to create more success with Katy Murray
|
Sep 25, 2024 |
|
167 ⎸ Living a Happy & Balanced Life with Sharon Hefetz
|
Sep 18, 2024 |
|
166 ⎸ SEO for Bookkeepers with Jules White
|
Sep 11, 2024 |
|
165 ⎸ Tax: Should you offer it?
|
Sep 05, 2024 |
|
BONUS ⎸ Scotty + Serena BTS of performing at Xerocon
|
Aug 29, 2024 |
|
164 ⎸ [SPOTLIGHT] Build confidence to leave corporate with Rebekah Poirier
|
Aug 28, 2024 |
|
163 ⎸ [SPOTLIGHT] Customize your Business with Nic Robb
|
Aug 26, 2024 |
|
162 ⎸ What does it mean to be Ambitious?
|
Aug 21, 2024 |
|
160 ⎸ The Alyssa + Serena Show Part 1
|
Aug 07, 2024 |
|
161 ⎸ The Alyssa + Serena Show Part 2
|
Aug 07, 2024 |
|
159 ⎸ [STRATEGY] Managing Process vs. People with Becky Hesson
|
Jul 31, 2024 |
|
158 ⎸ The Onboarding Workflow
|
Jul 24, 2024 |
|
157 ⎸ How to Onboard Clients
|
Jul 17, 2024 |
|
156 ⎸ [SPOTLIGHT] Onboarding Systems for Solo Firms with Corrie Scott
|
Jul 10, 2024 |
|
155 | [RE-AIR] Onboarding With Dubsado with Kendra Courtney
|
Jul 03, 2024 |
|
154 | [Q&A] QBO Integrations, Cyber Security, and More
|
Jun 27, 2024 |
|
153 ⎸ Balancing your Sidehustle with Corporate
|
Jun 19, 2024 |
|
152 | Offboarding Clients
|
Jun 12, 2024 |
|
151 ⎸ The Secret to Staying out of your Inbox
|
Jun 05, 2024 |
|
150 | [Q&A] Thinking Outside of the Box
|
May 30, 2024 |
|
149 ⎸Social Media for Accountants with Alison Lukin
|
May 22, 2024 |
|
148 ⎸ Motherhood, Burnout, and Entrepreneurship with Jessica Parr
|
May 15, 2024 |
|
147 ⎸Another Q&A Episode!
|
May 08, 2024 |
|
146 ⎸ Retirement Tax Credits with Matt Ruttenberg
|
May 01, 2024 |
|
145 ⎸ [Q&A] Pricing, Networking, & Growing
|
Apr 24, 2024 |
|
144 | Breakaway from the old Franchise model with Shea + Michelle
|
Apr 17, 2024 |
|
143 ⎸Retirement Planning with Matt Ruttenberg
|
Apr 10, 2024 |
|
142 | Am I Ready for CFO Services? With Charles Leikauf
|
Apr 03, 2024 |
|
[MINI] 9 | Hubdoc Process for Clients
|
Apr 01, 2024 |
|
141 | [Q&A] Podcast Interviewing for Bookkeepers
|
Mar 27, 2024 |
|
140 | [Q&A] Help! My leads aren't converting!
|
Mar 20, 2024 |
|
139 ⎸ CPA Exam Success with Dawn Edelstein
|
Feb 28, 2024 |
|
138 ⎸ How to hire A-Team players with Lesley Pyle (hiremymom.com)
|
Feb 21, 2024 |
|
137 ⎸ Finish your website in a week with Tia Taylor
|
Feb 14, 2024 |
|
136 ⎸ The BEST Bank for Clients: Relay - with Deanna Zubrickas
|
Feb 07, 2024 |
|
MINI Ep 8 | How to handle client banks that don’t integrate
|
Feb 05, 2024 |
|
135 ⎸ What’s so great about The Bookkeeping Business Accelerator®️?
|
Jan 31, 2024 |
|
134 ⎸ How to grow a multi six-figure business
|
Jan 24, 2024 |
|
133 ⎸ Starting a Bookkeeping Business with no Experience [re-air]
|
Jan 17, 2024 |
|
132 ⎸ What a bookkeeper does
|
Jan 10, 2024 |
|
131 | How to setup books for Real Estate Investors with Nick Baldo
|
Jan 03, 2024 |
|
130 | Growing your business through podcasting with Shannon Weinstein
|
Dec 27, 2023 |
|
129 | Planning for Profit
|
Dec 20, 2023 |
|
128 | [STRATEGY] Pricing & Scaling Mindset for Growth with Accala Kessler
|
Dec 13, 2023 |
|
[MINI] Ep 7 | Sales Tax Automation for E-Commerce
|
Dec 11, 2023 |
|
127 | [STRATEGY] Effectively Training & Mentoring Your Bookkeeping Team with Joanne Sharma
|
Dec 06, 2023 |
|
126 | Which program is right for me?
|
Nov 29, 2023 |
|
[MINI] Ep 6 ⎸ How to Follow up with a busy lead near Year End
|
Nov 27, 2023 |
|
125 ⎸ Borrowed Confidence with David Richter
|
Nov 22, 2023 |
|
124 ⎸ Mindfulness Hacks for Accountants with Vimal Bava
|
Nov 15, 2023 |
|
[MINI] Ep 5 ⎸ Starting a Bookkeeping Business with no Tax Experience
|
Nov 13, 2023 |
|
123 ⎸ Are you Ready for Year End?
|
Nov 08, 2023 |
|
122 ⎸ Mastering your Inner Dialogue for Success and Happiness with Sharon Hefetz
|
Nov 01, 2023 |
|
[MINI] Ep 4 ⎸ When you have questions or corrections for your bookkeeper, where do you communicate those?
|
Oct 30, 2023 |
|
121 ⎸ Replacing your corporate benefits with Karrisa Martino
|
Oct 25, 2023 |
|
120 ⎸ [STRATEGY] Events, Team Training, & Automations with Becky Hesson
|
Oct 18, 2023 |
|
[MINI] Ep 3 | 5 Key Reports
|
Oct 16, 2023 |
|
119 ⎸ [NICHE] Accounting for Winemakers with Zane Stevens
|
Oct 11, 2023 |
|
118 ⎸ Mastering SEO with Kristen Corey
|
Oct 04, 2023 |
|
[MINI] Ep 2 ⎸ How to Get Bank Statements in a Timely Way
|
Oct 02, 2023 |
|
117 ⎸ [SYSTEMS] Scrutinize with John Rea
|
Sep 27, 2023 |
|
116 ⎸ [SYSTEMS] Jetpack Workflow with David Cristello
|
Sep 20, 2023 |
|
115 ⎸ [SYSTEMS] Onboarding with Alyssa Lang
|
Sep 13, 2023 |
|
114 ⎸ [SYSTEMS] TaxDome for Bookkeepers with Cabot & Main
|
Sep 06, 2023 |
|
[MINI] Ep 1 ⎸ Marketing as an Introvert
|
Sep 04, 2023 |
|
113 ⎸ [NICHE] E-commerce with Meryl Johnston
|
Aug 30, 2023 |
|
112 ⎸ [NICHE] Real Estate Professionals with Kelly Wigington
|
Aug 23, 2023 |
|
111 ⎸ [NICHE] Property Management with Haley Bonczyk
|
Aug 16, 2023 |
|
110 ⎸ [NICHE] Hospitality with Tyler Otto
|
Aug 09, 2023 |
|
109 ⎸ [NICHE] Travel & Tourism with Kirstin Reeder
|
Aug 02, 2023 |
|
108 ⎸ [NICHE] Anti-Niche with Dan Luthi
|
Jul 26, 2023 |
|
107 ⎸ [NICHE] Unlocking the Secrets to Cannabis Bookkeeping with Sean Coggins
|
Jul 19, 2023 |
|
106 ⎸ [NICHE] Bookkeeping for Female Real Estate Investors with Randy Ballen
|
Jul 12, 2023 |
|
105 ⎸ [STRATEGY] Turning off the busy-ness
|
Jul 05, 2023 |
|
104 ⎸ [Q&A] Goal-setting & Financial Planning
|
Jun 28, 2023 |
|
103 ⎸ [Q&A] Why DIY E-Commerce is no-go
|
Jun 21, 2023 |
|
102 ⎸ [Q&A] Simplify Your Clients Onboarding Experience
|
Jun 14, 2023 |
|
101 ⎸ [Q&A] Keeping it Secure: File sharing for Bookkeepers
|
Jun 07, 2023 |
|
100 ⎸ [Q&A] Booking Qualified Leads: Intake Process for Bookkeepers
|
May 31, 2023 |
|
99 ⎸ Balancing loyalty to clients with loyalty to self
|
May 24, 2023 |
|
[BONUS] Case Study: Misa Bacon - from the very first BBA cohort
|
May 24, 2023 |
|
98 ⎸ Balancing Client Acquisition with Delivering on Promises
|
May 18, 2023 |
|
97 ⎸ From Public Accounting to Firm Owner with Stephen Crandall, CPA
|
May 10, 2023 |
|
95 ⎸ [STRATEGY] How to handle Prior Year Cleanup Issues
|
Apr 26, 2023 |
|
94 ⎸ Niche your Brand with Mallika Malhotra
|
Apr 19, 2023 |
|
93 ⎸ The Accounting Marketing Machine with Michael King
|
Apr 12, 2023 |
|
91 ⎸ Building Friendships as an Entrepreneur with Rita Hallaveld
|
Mar 29, 2023 |
|
90 ⎸ [STRATEGY] Getting time back when you're at capacity
|
Mar 22, 2023 |
|
89 ⎸ Leverage Your LinkedIn Marketing Strategy for Effective B2B Growth with Marisa Shadrick
|
Mar 15, 2023 |
|
88 ⎸ Creating a Plan for Taking the Leap with Meriah & Serena
|
Mar 08, 2023 |
|
86 ⎸ Pricing traps & diagnostic reviews
|
Feb 22, 2023 |
|
85 ⎸ Choosing the Right Marketing Strategy with Alyssa Lang
|
Feb 15, 2023 |
|
84 ⎸ Don’t forget about Tangible Property at Year End
|
Feb 08, 2023 |
|
82 ⎸ Elevate Alumni Panel
|
Jan 25, 2023 |
|
81 ⎸ My Biggest Mistakes in Business
|
Jan 11, 2023 |
|
80 ⎸ Alumni Panel: Bahiya & Penny
|
Jan 04, 2023 |
|
79 ⎸ Accounting for Cannabis with Simone Cimiluca-Radzins
|
Dec 21, 2022 |
|
78 ⎸ Core Values to Run Your Business on
|
Dec 14, 2022 |
|
77 ⎸ What happens to your business if something happens to you? With Julee Yokoyama
|
Dec 07, 2022 |
|
76 ⎸ Being Present is The Most Profitable Thing You Can Do with Katie Fleming
|
Nov 30, 2022 |
|
75 ⎸ How to leverage your expertise with Sabrina Parsons, CEO of LivePlan
|
Nov 23, 2022 |
|
74 ⎸ Building an Enduring Business with Natalie Eckdahl
|
Nov 16, 2022 |
|
73 ⎸ Taking over your Parents' Accounting Firm with Erin Andrews
|
Nov 09, 2022 |
|
72 ⎸ The Other Side of the Burnout Bridge With S² (Scott Scarano)
|
Nov 02, 2022 |
|
71 ⎸ What to do when everything seems too much
|
Oct 27, 2022 |
|
70 ⎸ Ashly Lindberg Student Spotlight
|
Oct 19, 2022 |
|
69 ⎸ Communicating Your Value & Building Confidence with Geraldine Carter
|
Oct 12, 2022 |
|
68 ⎸ Client turned Bookkeeper with Austen & Gina
|
Oct 05, 2022 |
|
67 ⎸ How to meet with clients
|
Sep 28, 2022 |
|
66 ⎸ Should you offer Advisory?
|
Sep 21, 2022 |
|
65 ⎸ Cashflow Forecasting Basics
|
Sep 14, 2022 |
|
64 ⎸ How we collaborate with clients Part 2
|
Sep 07, 2022 |
|
63 ⎸ How we work virtually as a team Part 1
|
Aug 24, 2022 |
|
62 ⎸ Starting a Bookkeeping Biz in 2022: Should you contract with another firm?
|
Aug 17, 2022 |
|
61 ⎸ Building a Bookkeeping Business to Sell with Blake Oliver
|
Aug 10, 2022 |
|
60 ⎸ Mastering Your Mindset with Mariette Martinez
|
Aug 03, 2022 |
|
59 ⎸ How to Keep Your Client Data Secure
|
Jul 27, 2022 |
|
58 ⎸ The Honest Truth about Running a Business with Alyssa Lang
|
Jul 20, 2022 |
|
57 ⎸ Uplevel Your Client Experience with Charlotte Isaac
|
Jul 13, 2022 |
|
56 ⎸ Infusing Personality into Your Business with Liz Wilcox
|
Jul 06, 2022 |
|
[BONUS] How to Package + Sell Advisory Services with Alyssa + Serena
|
Jun 30, 2022 |
|
55 ⎸ How to stay motivated with Hannah Robinson & Melissa Honan
|
Jun 29, 2022 |
|
53 ⎸ What if it Were Easy? with Ben Day
|
Jun 15, 2022 |
|
52 ⎸ Hiring for your firm with Meriah, my Integrator
|
Jun 08, 2022 |
|
51 ⎸ How to make more and work less with James Wedmore
|
Jun 01, 2022 |
|
50 ⎸ [STRATEGY] How to sell additional services your clients need
|
May 25, 2022 |
|
49 ⎸ Creating a Seamless Onboarding Experience with Kendra Courtney
|
May 18, 2022 |
|
48 ⎸ Be a Digital CEO with James Wedmore
|
May 11, 2022 |
|
47 ⎸ What is the deal with Advisory?
|
May 04, 2022 |
|
46 ⎸ Building a remote Virtual CFO Firm with Jody Grunden
|
Apr 28, 2022 |
|
45 ⎸ When Will I Be Ready for Advisory?
|
Apr 20, 2022 |
|
44 ⎸ Best Advice from Accounting Course Creators
|
Apr 15, 2022 |
|
43 ⎸ What Creating a Course Has Actually Given Me
|
Apr 06, 2022 |
|
42 ⎸ How to help clients that want to DIY
|
Mar 30, 2022 |
|
41 ⎸ What it's Like Launching Courses
|
Mar 23, 2022 |
|
40 ⎸ Podcasting + Standing Out with Krystal Proffitt
|
Mar 16, 2022 |
|
[BONUS] Bookkeeper Spotlight: Jen Fischer
|
Mar 10, 2022 |
|
39 ⎸ Accounting + Human Design with Laura Torma
|
Mar 09, 2022 |
|
38 ⎸ How to Find the Right Mentor
|
Mar 02, 2022 |
|
37 ⎸ Overcoming the Fear Of...
|
Feb 23, 2022 |
|
[BONUS] Bookkeeper Spotlights
|
Feb 20, 2022 |
|
36 ⎸ How to Start A Bookkeeping Business
|
Feb 16, 2022 |
|
35 ⎸ How To Run Your Business in 10 Hours Per Week with Neill Williams
|
Feb 09, 2022 |
|
34 ⎸ The Secret to Your Marketing with Priscilla Parra
|
Feb 02, 2022 |
|
33 ⎸ Shifting into Becoming a Virtual CFO with Aimee LaLiberte
|
Jan 26, 2022 |
|
32 ⎸ Offering CFO Services with Michael King
|
Jan 19, 2022 |
|
31 ⎸ Should You Put Your Prices on Your Website?
|
Jan 12, 2022 |
|
30 ⎸ Your First Hire for Your Firm
|
Jan 05, 2022 |
|
29 ⎸ Scaling Back to Scale Up
|
Dec 29, 2021 |
|
28 ⎸ Goal Setting for 2022
|
Dec 22, 2021 |
|
27 ⎸ Simplify Your Leadership with Rhonda Delaney
|
Dec 15, 2021 |
|
26 ⎸ Improving Your Sales Skills with Poalo Rigo
|
Dec 08, 2021 |
|
25 ⎸ How to Simplify Your Business with Megan, The Mompreneur Guide
|
Dec 01, 2021 |
|
24 ⎸ How she got 20 clients with Yaussy Casmartino
|
Nov 24, 2021 |
|
23 ⎸ What kind of Insurance do Bookkeepers Need? With Jock Wols
|
Nov 17, 2021 |
|
22 ⎸ How to leverage your strengths with Anna Nelson
|
Nov 10, 2021 |
|
21 ⎸ How to Breakthrough to the Next Level with Alyssa Lang
|
Nov 03, 2021 |
|
20 ⎸ Make Bookkeeping Your Sidehustle with Kate Johnson
|
Oct 27, 2021 |
|
19 ⎸ Why We're a Xero Firm
|
Oct 20, 2021 |
|
18 ⎸ Starting a bookkeeping business with no experience
|
Oct 13, 2021 |
|
17 ⎸ It's my first cleanup - help!
|
Oct 06, 2021 |
|
16 ⎸ How she built a 6-figure Tax Practice with Kelli Loo, CPA
|
Sep 29, 2021 |
|
15 ⎸ Should you get your CPA License?
|
Sep 22, 2021 |
|
14 ⎸ How to Practice Discovery Calls
|
Sep 15, 2021 |
|
13 ⎸ How to Use Email Marketing in Your Bookkeeping Business
|
Sep 08, 2021 |
|
12 ⎸ Conversations with an ex-IRS Auditor, Andrew Campbell
|
Sep 01, 2021 |
|
11 ⎸ Pricing Your Bookkeeping Services w/ Lauren Caselli
|
Aug 25, 2021 |
|
10 ⎸ Pushing Past the Fear to Start Your Bookkeeping Business
|
Aug 18, 2021 |
|
09 ⎸ Transitioning from Corporate to Entrepreneurship
|
Aug 11, 2021 |
|
08 ⎸ Become a Bookkeeper with Katie Ferro
|
Aug 04, 2021 |
|
07 ⎸ Five Things You Need to Start a Bookkeeping Business
|
Jul 28, 2021 |
|
06 ⎸ Scaling Your Bookkeeping Business with Alyssa Lang The Workflow Queen
|
Jul 21, 2021 |
|
05 ⎸ What to do when you get your first client
|
Jul 14, 2021 |
|
04 ⎸ Finding Your Perfect Clients
|
Jul 07, 2021 |
|
03 ⎸ Uplevel Your Client Onboarding
|
Jun 30, 2021 |
|
01 ⎸ Planning Out Your Bookkeeping Work
|
Jun 30, 2021 |
|
02 ⎸ Time & Money Mindset with Laura Watson
|
Jun 30, 2021 |
|
The Ambitious Bookkeeper Podcast Trailer
|
Jun 10, 2021 |