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
Meet Ryan
Ryan Lazanis, CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, Ryan started Future Firm which provides coaching, community and training to help accountants quickly scale a systematic firm of their own that improves their lifestyle. Ryan currently educates close to 10,000 firm leaders globally via his free weekly newsletter and coaches hundreds of succ...
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 you’ll hear:
- Erin’s incredible journey from having just one side client to now running her very own bookkeeping firm
- all the exciting details about the upcoming WAVE conference in ...
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!
In this episode you’ll hear:
- All the types of 1099s
- Reporting requirements, deadlines & thresholds
- International vendors
- And lots of tips and insights along the way!
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 successful year yet!
In this episode you’ll hear:
- secrets on tracking your profitability and why it's a game-changer
- the lowdown on updating engagement letters, adding clause...
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 work for you. You won't want to miss these gems!
In this episode you’ll hear:
- optimizing energy cycles, especially for women, and viewing performance through a fe...
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 through strategic social media moves and savvy website setups
- Discover the "email staircase" and turn your followers into pals, then clients
- how Liz strategically places lead magnets all...
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, head over to my YouTube Channel!
In this episode you’ll hear how to:
- Maximize your value
- Shift your positioning
- Add value
Resources mentioned in this episode:
- Elevate
- ...
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 covered.
In this episode you’ll hear:
- how having all your marketing needs handled by one team can save you tons of stress and time
- stories and tips on how adding a human ...
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
- how Threads can pull over your Instagram followers
- how, in just three months, Threads helped me land a bunch of podcast interviews, a guest workshop, and even snag some new clients
- tips on managing ...
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 you’ll hear:
- practical, sustainable money practices that fit right into your life without breaking the bank
- advice on tackling emotional money barriers
- real-life stories on how ...
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 money mindset!
In this episode you’ll hear:
- why we're all feeling funky about our finances and how to fix it
- a money exercise that'll help you discover what's r...
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 what truly matters!
In this episode you’ll hear:
- The overlap of business and personal values
- Foundational pillars of wealth
- Audit your values annually
- Leaving a legacy that’s d...
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 building better systems and communication. Grab a cup of coffee, and let’s get into it!
In this episode you’ll hear:
- energy-focused scheduling
- the art of setting boundaries in cli...
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 you are and want some killer insights into making it happen, you don't wanna miss this one.
In this episode you’ll hear:
- newer bookkeeping biz owner
- her path into ...
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:
- How to declutter & create systems in your home
- Operating a business with ADHD
- Planning your day in your business
- How to support a business owner with ADHD as their bookkeeper
Resources ment...
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 & Co. We first connected through Threads, and it turns out we have a lot to chat about when it comes to finding success without burning out.
In this episode you’ll hear:
<...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 diagnosis and achieve remission. Plus, we've got a special giveaway for you, so check out the show notes for all the details!
In this episode you’ll hear:
- importance of payi...
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 easy-to-use tools for keyword research. If SEO has been a mystery to you, this episode is your new best friend. Tune in and get those rankings up!
In this episode you’ll hear:
- ...
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 expanding your services is the right move for you.
In this episode you’ll hear:
- building a personal book of business
- advantages of hiring a tax specialist
- benefits & drawbacks of o...
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 you’ll hear:
- the story behind Scotty & I performing at Xerocon
- Scotty’s journey rapping about accounting
- & you’ll get to see the actual performance (if you watch the episode on Y...
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