The Ambitious Bookkeeper Podcast

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

February 21, 2024 40 mins

In this interview episode, I chat with CEO & Founder of HireMyMom.com and hear about her story working from home for the past 20+ years. We dive into lots of good stuff around hiring for your bookkeeping business, you don’t want to miss this episode!

In this episode you’ll hear:

  • How & when to hire help for your Bookkeeping Firm
  • Tips for a successful job post
  • Onboarding Tips
  • Hiring resources that HireMyMom.com offers
  • Lesley’s ...
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In this interview episode, I’m bringing Tia (my first hire!) back on to talk about all things WEBSITE DESIGN! Plus, Tia gives us a sneak peek at her new course - Squarespace for Bookkeepers. If your website has been a pain point for you in your business journey, then you’ll definitely wanna tune in!

In this episode you’ll hear:

  • the most important aspect of your website
  • the 3 things google NEEDS about your website
  • what google likes ...
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In this interview episode, I’m chatting with Deanna Zubrickas, a product specialist at Relay. We dive into the challenges with traditional banking methods, the partnership between Relay and Profit First, and the revamped partner program that offers exciting opportunities for bookkeepers and accountants!

In this episode you’ll hear:

  • The new Relay Partner Program
  • How to position and convert clients to Relay
  • All the things I love abou...
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Record a question for me to answer on the podcast here: speakpipe.com/ambitiousbookkeeper

In this minisode, I get into how to handle client banks that don’t integrate with Xero or Quickbooks. Learn when it makes sense to turn away a client, what to say to clients when this issue arises, and why we love Relay.

Resources mentioned:

Learn how to start your bookkeeping business (for experienced bookkeepers & ac...

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This is a very special episode, where you get to hear from current and past VIP students inside of the Bookkeeping Business Accelerator! If you’ve wanted to know what has been the biggest help/game changer for my students, tune in to this one to find out!

In this episode you’ll hear:

  • an in-depth look at the program’s curriculum
  • exclusive VIP perks
  • all the personalized support that comes with BBA VIP
  • why this program is a g...
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In this solo episode, I delve into the complexities of growing a multi six-figure business and share insights on efficiency, workflow management, and hiring strategies crucial for business scalability.

In this episode you’ll hear:

  • the importance of narrowing your focus of services
  • tips for creating processes & systems in your business
  • the relationship between your niche & your marketing efforts
  • how to evaluate your profit ma...
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This week, I’m re-airing a solo episode where I chat about how I recommend going about starting a bookkeeping business without any experience in bookkeeping.

In this episode you’ll hear:

  • topics any bookkeeper should know
  • where to start
  • what it takes to be a business owner

Recommended programs:

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January 10, 2024 23 mins

Have you ever wondered what a bookkeeper should be doing every month for clients
What about what a successful daily structure looks like?

Well, these are two questions I’ll be diving into today on the podcast.

I recently put a call out to the listener audience to submit questions you’d like answered on the podcast. You can still submit questions, either via email: support@ambitiousbookkeeper.com or by recording a questi...

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In this interview episode, I’m chatting with Nick Baldo, Real Estate Investor & Online Educator, about how bookkeeping needs to be setup and the various nuances of real estate investment businesses. As a bonus at the end, we chat about his Youtube strategy.

In this episode you’ll hear:

  • Biggest mistake real estate bookkeepers make
  • 3 things to make sure you do when bookkeeping for real estate
  • why the balance sheet is so important...
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In this episode, I chat with Shannon Weinstein, CPA and host of Keep What You Earn podcast. Join us as we explore the power of intentional podcasting and its role in growing in your biz!

In this episode you’ll hear:

  • 3 areas you need to focus on to get on podcasts
  • using AI to research podcasts to pitch
  • how NOT to pitch
  • how to be prepared for your interviews

Resources mentioned in this episode:

Meet Sh...

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December 20, 2023 17 mins

In this solo episode, I’m sharing a part of my planning process for ensuring profitability. Grab your notebook (or a google sheet) and follow along in setting up your client profitability analysis!

In this episode you’ll hear:

  • How we track time
  • How I analyze client profitability
  • Questions & considerations

Resources mentioned in this episode:

  • Clockify
  • G-Accon
  • Hubdoc
  • Xero
  • QBO
  • A2X
  • TaxJar

To start the conversation about 1-1 Me...

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Listen in like a fly on the wall for a strategy session with one of my Accelerator students. We dive into:

  • Calculating client profitability
  • How to think about pricing to achieve your goals
  • Ideas for increasing value

Resources mentioned in this episode:

Connect with Accala:

💼 LinkedIn: https://www.linkedin.com/in/accala-kessler-43bb746/

Thanks for listening. If this episode ...

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Record a question for me to answer on the podcast here: speakpipe.com/ambitiousbookkeeper

Resources Mentioned:

TaxJar

Bookkeeping for E-Commerce Workshop

Sales Tax Workshop

Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba

Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)

Grab the FREE Start your Bookkeeping Biz Checklist: h...

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In this 1-1 Strategy Session with Joanne Sharma, a former Coaching Client of mine,  we dive into some logistics of effectively reviewing, mentoring, and training a team. So if you’re thinking of hiring a bookkeeper for your team or already have a team but are struggling with expectations and training, tune in to this episode!

In this episode you’ll hear:

  • How we help our bookkeepers take responsibility for checking their work
  • Some ...
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November 29, 2023 30 mins

Have a question you want answered on the podcast? CLICK HERE TO SEND IT IN!

In this episode, I’m giving a summary of all of our current self-paced paid programs, mini courses, and workshops to help you make a decision, or maybe showcase something that you weren’t aware existed.

In this episode you’ll hear:

  • Who’s a good fit for each program
  • How to reach out for personalized guidance (email or DM me!)
  • Get 20% off all these programs by...
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In this minisode, I answer the question, How do I follow up with a lead who’s so busy running their business that they’re not signing the agreement?  Learn how to reach out, what to say, and why this approach works!


Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba

Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgt...

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In this interview episode, I chat with David Richter - owner of Simple CFO, a fractional CFO firm, and author of Profit First for Real Estate Investing. We talk about profit-first, offering CFO services, and creating a business you love.

In this episode you’ll hear:

  • 3 things to address with clients in a simple way
  • How to get in front of your ideal clients
  • Tips for ‘Selling’

Resources mentioned in this episode:

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In this interview episode, I chat with Vimal Bava, a CPA and stress management coach. He shares his personal journey of experiencing burnout and stress in the accounting profession and how he found comfort in mindfulness and meditation practices.

In this episode you’ll hear:

  • examples of mindfulness and meditation practices
  • how to incorporate Mindfulness into your busy schedule
  • how the mind-body connection works
  • the importa...
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In this minisode, I’m sharing the top 3 questions people ask when thinking about starting their bookkeeping business especially without tax experience.

Watch on Youtube >> https://youtu.be/qDn6IkMpjYg

Resources mentioned in this minisode:

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Learn how to start your bookkeeping business (for experienced bookkeep...

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November 8, 2023 19 mins

Feelin’ a little worried/nervous about year end? Well, in this episode I’m sharing what we do for all of our clients at year end!

In this episode you’ll hear:

  • 3 things we provide ALL of our clients at year end
  • When to start and finish these processes
  • How to get your hands on the resources to learn & implement these processes

Resources mentioned in this episode:

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