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
181 episodes
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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34:16
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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56:16
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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32:19
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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27:48
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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1:01:29
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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1:00:42
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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41:25
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
157 ⎸ How to Onboard Clients
In this episode I’m exploring the world of client onboarding, while focusing on the use of Dubsado to automate the process. If you're interested in learning about automated onboarding processes and low-cost options, this episode is for you!...
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Episode 157
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29:05
156 ⎸ [SPOTLIGHT] Onboarding Systems for Solo Firms with Corrie Scott
In this Spotlight episode I’m shining the spotlight on one of my BBA students, Corrie Scott - owner of Taylor Made Bookkeeping Solutions. Get ready to be inspired and empowered as we dive in...
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Episode 156
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30:26
155 | [RE-AIR] Onboarding With Dubsado with Kendra Courtney
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 acco...
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Episode 155
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46:35
154 | [Q&A] QBO Integrations, Cyber Security, and More
On Epsisode 154 I’m sharing another Q&A from the archives!You’ll hear me answer questions and jam on topics like:CybersecuritySetting up a small practiceswitching clients from month to month from ...
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Episode 154
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20:38
153 ⎸ Balancing your Sidehustle with Corporate
In this episode you’ll hear:How to stay focusedHow I stay organized & plan my workSetting your calendar up for your cycle and energy levelsResources mentioned in this episode (some are af...
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Episode 153
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14:59
152 | Offboarding Clients
In this episode I cover the dreaded topic of offboarding clients. Whether you've been fired by a client or had to let them go, there are essential protocols to follow. Tune in for some tips & strategies for handling the end of a client rela...
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Episode 152
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6:48
151 ⎸ The Secret to Staying out of your Inbox
This solo episode is inspired by a question from our community about wrangling client communication and staying organized. Tune in to hear some practical advice to keep you out of your inbox and your business running smoothly!In this ...
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Episode 151
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21:01
150 | [Q&A] Thinking Outside of the Box
In this Q&A episode, we go over effective onboarding strategies to reduce turnover, and the importance of creating engaging content for your niche. Plus, get advice on how to communicate effectively with clients through structured emails an...
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Episode 150
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31:41
149 ⎸Social Media for Accountants with Alison Lukin
In this interview episode I’m chatting with Alison Lukin, CEO of Officially Social. From leveraging personal content to engaging with followers, Alison shares valuable insights on creating an impactful online presence. Join us as we explore the...
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Episode 149
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46:56
148 ⎸ Motherhood, Burnout, and Entrepreneurship with Jessica Parr
In this interview episode, I’m chatting with online business mentor Jessica Parr about the struggles of motherhood & entrepreneurship. We tackle the tough topics: the real talk on burnout, finding your value as an entrepreneur, and the huge...
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Episode 148
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42:28
147 ⎸Another Q&A Episode!
In this live Q&A session we touch on insights from a recent podcast on CFO services. Additionally, the host shares expertise on developing CFO services, handling quality control manually without specific software, the nuances of various cli...
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Episode 147
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37:37
146 ⎸ Retirement Tax Credits with Matt Ruttenberg
In this interview episode, I have Matt Ruttenberg on again to continue our discussion on retirement planning for small businesses. This time, we do a deep dive into tax credits! Matt explains the recent changes in tax credits and how they can h...
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Episode 146
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20:15
145 ⎸ [Q&A] Pricing, Networking, & Growing
In this episode, you get a sneak peek behind the curtain of my monthly live Q&As for students and inside of my free Facebook group.In this episode you’ll hear:How to start a cleanupWill AI replace bookkee...
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Episode 145
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31:08
144 | Breakaway from the old Franchise model with Shea + Michelle
In this interview episode, I’m chatting with Shea & Michelle, founders of Breakaway Bookkeeping + Advising. We delve into the innovative franchise model that encourages entrepreneurship and supports a healthy work-life balance, challenging ...
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Episode 144
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50:31