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
199 episodes
188 | How to Become a Better Leader with Alyssa Lang
In this episode, Alyssa Lang, my biz bestie & The Workflow Queen dives into what it truly means to be a great leader, focusing on how to move beyond everyday tasks and really lead your firm.She breaks down five key pillars of leaders...
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Episode 188
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52:16
187 ⎸ How to Handle Sales Tax with Brian Greer of TaxConnex
Hey there, welcome back to The Ambitious Bookkeeper Podcast! Today, I'm chatting with Brian Greer from TaxConnex about all things sales tax. Whether you're a sales tax newbie or just looking for a way to outsource, we've got you covered. So gra...
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Episode 187
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31:32
186 ⎸ [Q&A] E-commerce, Digital Products & the CFO Title
Hey there! Welcome back to another episode of The Ambitious Bookkeeper Podcast. This week, join me as I dive into a treasure trove of archived Q&A content. We’re talking year-end tips, the ins and outs of e-commerce, using that CFO title wi...
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Episode 186
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28:29
185 ⎸ Correcting Bank Balances in Xero
In this video I’m demonstrating how to adjust bank balances when you’re cleaning up a Xero bank reconciliation. We’ll cover:spend money transactionsreceive money transactionsmanually reconciling transactions
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7:45
[Tech] OpenPhone for 2FA & Client Communication
We use OpenPhone instead of Google voice for 2FA codes and for client communication. I'll go over that in this video and show you our setup.Here's how to work around needing to pay for mu...
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7:52
184 ⎸ Weekly (Micro) Reporting for Clients with Shea & Michelle
In this interview episode, we're diving into the world of micro reporting and weekly client updates with Shea Keats and Michelle Röse from Breakaway Advising. If you've ever been curious about adding a personal touch to your client advisory, th...
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Episode 184
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43:24
183 ⎸ Keys to Growth & Pricing with Ryan Lazanis
In this interview episode, I chat with Ryan Lazanis from FutureFirm about growth strategies and pricing tips to help streamline your firm. Whether you're just getting started or looking to scale, Ryan shares some golden nuggets on navigating th...
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Episode 183
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37:09
182 ⎸ The #1 Event to Attend this Year with Erin Pohan
In this interview episode we've got the incredible Erin Pohan joining us to talk all about her journey in accounting, and to share some exciting news about WAVE, the must-attend event for women in accounting this year!In this episode ...
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Episode 182
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41:43
181 ⎸ 1099 Training - Updates for 2025
Welcome to 1099 Season! If this is your first 1099 season, buckle up, I’m here to help! Tune in today to hear an overview of what to know about 1099s so you’re armed with the confidence to take this on, and improve your processes for next year!...
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Episode 181
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30:29
180 ⎸ How to Make this Year More Profitable
In this solo episode, we’re diving into some killer strategies to boost your profits in the new year. We’ll chat about updating your systems, tracking those important numbers, and all the behind-the-scenes moves that can make 2025 your most suc...
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Episode 180
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15:06
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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39:14
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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37:41
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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28:21
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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36:14
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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36:08
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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9:06