The Ambitious Bookkeeper Podcast
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
Episodes
189 episodes
179 ⎸ Managing Your Energy in Business with Emily Leahy
In this interview episode, we've got Emily Leahy sharing her incredible insights on managing energy in business, especially for us ambitious women out there. Forget the hustle; it's all about syncing with your personal cycles and making life wo...
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Episode 179
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38:31
178 ⎸ Lead Magnets & Email with Liz Wilcox
In this interview episode, we've got the amazing Liz Wilcox joining us to spill her secrets on turning email followers into friends, and eventually, loyal clients.In this episode you’ll hear:secrets on capturing leads ...
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Episode 178
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36:58
177 | Crafting Deliverables that Matter
By popular request, we’ve decided to air a summit presentation I did with Josie Parr, at her Profitable Lifestyle Firm Summit. I’m talking about crafting deliverables that matter for your clients. If you’d like to see the presentation slides, <...
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Episode 177
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27:39
176 ⎸ How to Transform Clients into Your Biggest Cheerleaders with Madelyn Furlong
In this interview episode, I’m hanging out with marketing whiz Madelyn Furlong. We’re diving into how to turn your clients into mega-fans that'll rave about your business. From personal touches to killer marketing strategies, we've got you cove...
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Episode 176
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35:31
175 ⎸ Threads: Is it worth it?
In this solo episode, I’m diving into the world of Threads. Is it the next best thing for bookkeepers or just another time-sink? Let's figure it out together.In this episode you’ll hear:the lowdown on what Threads is
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Episode 175
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10:20
174 ⎸ Sustainable Money Practices with Kara Perez
In this interview episode, I chat with money guru Kara Perez about merging sustainable living with smart financial practices. If you've ever been curious how to save some green while going green, you'll love this one!In this episode y...
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Episode 174
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28:07
173 ⎸ Money Stories & Shame around Money with Wall Street Girl Next Door (Nicole Ayub)
In this interview episode, we've got Nicole Ayub, the fabulous Wall Street Girl Next Door, sharing her insights on money stories, emotional hang-ups, and shaking off that pesky shame around finances. Get ready to dive deep and rethink your mone...
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Episode 173
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36:19
172 ⎸ Defining your Values in Life & Business with Corree Roofener
In this interview episode I chat with Corree Roofener about how defining your personal and business values can transform your life. From nature walks & spiritual growth to aligning ethics to enhance your business, we're diving deep into wha...
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Episode 172
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47:39
171 ⎸ [ND] Bookkeeping with Neurodivergence with Aneisha Velazquez
In this interview episode, we dive into the world of bookkeeping with a twist—neurodiversity. Join me as I chat with Aneisha Velazquez from Yellow Sky Bookkeeping. She’s sharing her unique journey with autism and ADHD while offering tips on bui...
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Episode 171
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39:17
170 ⎸ [ND] Starting a Neurodivergent Bookkeeping Business with Amy Burgess
In this interview episode, we're continuing our neurodivergent series and diving into the inspiring journey of Amy Burgess, a fellow neurodivergent and brilliant bookkeeper. If you're curious about building a business that truly reflects who yo...
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Episode 170
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25:45
169 ⎸ [ND] Managing Business & Home with ADHD with Megs Crawford
This is the first of a series we will be having on the podcast, all around neurodivergent businesses & bookkeepers. You can find these episodes by searching [ND] in brackets on our blog.In this episode you’ll hear:...
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Episode 169
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42:52
168 ⎸ Slowing down to create more success with Katy Murray
In this interview episode, I’m chatting with Katy Murray, the brains behind the Gingerbiz Podcast. She’s a powerhouse who's done it all—from professional photography to managing HR for a big company, and even launching her own business, Katie &...
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Episode 168
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51:23
167 ⎸ Living a Happy & Balanced Life with Sharon Hefetz
In this interview episode, I’m catching up with Sharon Hefetz, who has an incredible story to share about her journey with multiple myeloma. She opens up about how she turned to self-care, mindfulness, and intentional living to navigate her dia...
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Episode 167
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28:41
166 ⎸ SEO for Bookkeepers with Jules White
In this interview episode, I’m hanging out with SEO whiz, Jules White, to break down some super practical tips to get your bookkeeping website noticed. Jules shares some cool hacks for optimizing images and structuring your content, plus some e...
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Episode 166
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35:26
165 ⎸ Tax: Should you offer it?
In this solo episode, I’m chatting about a question I got from one of you awesome listeners: should you add tax services to your bookkeeping biz? We’ll weigh the pros and cons, talk about building your own client base, and figure out if expandi...
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Episode 165
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8:23
BONUS ⎸ Scotty + Serena BTS of performing at Xerocon
We’ve just come back from Xerocon 2024 Nashville, and i’m giving you a backstage pass to the inner workings of how Scotty ’OKR’. Scarano secured the mainstage for one of his accounting raps—and included me in the ride!In this episode ...
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57:26
164 ⎸ [SPOTLIGHT] Build confidence to leave corporate with Rebekah Poirier
In this spotlight episode, Rebekah Poirier, founder of Serenity CFO Solutions, shares her journey from the corporate world to entrepreneurship. We're getting into how she's using social media to get clients, the perks of running your own busine...
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Episode 164
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33:28
163 ⎸ [SPOTLIGHT] Customize your Business with Nic Robb
In this Spotlight episode I’m shining the spotlight on one of my BBA students, Nicole Robb. She talks about how BBA played a pivotal role in building confidence, finding the right clients, a...
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Episode 163
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28:57
162 ⎸ What does it mean to be Ambitious?
In this solo episode I delve into the concept of ambition, sharing reflections on personal success, fulfillment, and the evolving priorities of life. Tune in if you’re ready to reevaluate what success means to you!In this episode you’...
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Episode 162
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12:05
161 ⎸ The Alyssa + Serena Show Part 2
This interview episode is Part 2 of The Alyssa + Serena Show with my biz bestie, Alyssa Lang (Workflow Queen)! We talk about managing clients, offering advisory services, and the importance of SOPs in a bookkeeping firm. From practical business...
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Episode 161
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1:02:38
160 ⎸ The Alyssa + Serena Show Part 1
In this interview episode, I’m chatting with my biz bestie, Alyssa Lang (Workflow Queen)! Introducing…The Alyssa + Serena Show: Part 1. We reflect on personal & professional experiences, offering valuable insights and strategies for navigat...
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Episode 160
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1:01:52
159 ⎸ [STRATEGY] Managing Process vs. People with Becky Hesson
In this strategy episode, I coach Becky Hesson through some business roadblocks. We delve into challenges with marketing, managing people, and seeking better and more efficient ways of doing things. If you have a team, you’ll definitely wanna t...
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Episode 159
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42:34
158 ⎸ The Onboarding Workflow
In this solo episode I take you step by step through the onboarding process, outlining the various phases from capturing leads to gathering documents and starting the cleanup. Tune in to gain actionable tips and strategies for a seamless onboar...
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Episode 158
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12:24