The Ambitious Bookkeeper Podcast Serena Shoup, CPA

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 help businesses save substantial amounts of money for their 401(k) plans. Tune in for some practical strategies on taking advantage of these tax credits!
In this episode you’ll hear:
detailed breakdown of tax creditstax credits under Secure 2.0 and Secure 1.0case study examplediscussing retirement planning, tax credits, and 401(k) implementation with clientsResources mentioned in this episode:
Episode 143 ⎸ Retirement Planning with Matt RuttenbergReach out to Matt for retirement planning help for you or your clients!Meet Matt
I am a 401k (retirement plan) expert and education business owners, accountants, bookkeepers, etc. on the vast retirement plan space. I am the CMO/Co-Owner of Life, Inc. Retirement Services, an independent 401k administration company building custom retirement plans for small and mid-sized business. I am also the Founder of SureLI Insurance, and online insurance agency focused on serving the Financial Independent Community.
Connect with Matt
💼 LinkedIn: https://www.linkedin.com/in/mattruttenberg/
🌐 Website: 401k.expert
📧 Email: matt.ruttenberg@lifeincrs.com

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Click here to get the free First 100 Leads Training with James Wedmore >>

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 bookkeepers?Following up with clients after price increasesContracting with another bookkeeper as you build your book of businessChanging from sole proprietor to LLC & name changesPackaging & PricingOffering payroll services & resources for learningMarketing to higher value clientsMy take on BNI and networking groupsResources mentioned in this episode:
Ep 17 | Help! It’s my first cleanup
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper


For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:


Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.


Podcast Publishing Tools we use:


Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training

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 the norms of traditional accounting firms. Join us as we explore Breakaway's unique assisted entrepreneurship approach, including mentorship programs and a supportive community for advisors.
In this episode you’ll hear:
Breakaway's opt-in concierge programBreakaway's assisted entrepreneurship modelBreakaway’s programs for advisor development & other growth opportunitiesRethinking your expectations of work-life balance and entrepreneurshipLeadership and organizational structure at BreakawayResources mentioned in this episode:
Check out Breakaway's advisor resources here!Meet Shea + Michelle
Shea Keats (CEO) and Michelle Löpez (COO) are founders of Breakaway Bookkeeping + Advising, a company on a mission to bring joy to accounting for both the accountant and the client.
Connect with Shea + Michelle
💼 LinkedIn
🌐 Become an Advisor

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

In this interview episode I’m chatting with 401k expert, Matt Ruttenberg, and he dives into ALL things retirement planning. Seriously, this is packed with helpful info! Tune in to get strategies for planning your retirement & hear how different biz structures impact those plans and contributions.
In this episode you’ll hear:
Retirement planning strategies for high-income individuals401(k) Plan options & all the roles involved in a PlanDeadlines and contributions for 401(k) PlansFlexibilities and limitations of 401(k) PlansRetirement Plans for employeesSolo 401(k) vs Group PlanResources mentioned in this episode:
Reach out to Matt for retirement planning help for you or your clients!Meet Matt
I am a 401k (retirement plan) expert and education business owners, accountants, bookkeepers, etc. on the vast retirement plan space. I am the CMO/Co-Owner of Life, Inc. Retirement Services, an independent 401k administration company building custom retirement plans for small and mid-sized business. I am also the Founder of SureLI Insurance, and online insurance agency focused on serving the Financial Independent Community.

Connect with Matt
💼 LinkedIn: https://www.linkedin.com/in/mattruttenberg/
🌐 Website: 401k.expert
📧 Email: matt.ruttenberg@lifeincrs.com

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

In this interview episode, I’m chatting with Charles Leikauf, founder of Profit Surge Group, to unravel the intricacies of offering fractional CFO services within the accounting industry. Get ready to gain insights into mastering the art of offering CFO services, the importance of passion and confidence, and the real-world experiences that have shaped Charles' journey.
In this episode you’ll hear:
the ethical considerations of selling financial services to struggling businessesthe power of leveraging your skills and expertisethe strategic use of Facebook ads for client acquisitionResources mentioned in this episode:
Profit Surge websiteMeet Charles
Hi, I'm Charles Leikauf, a Corporate finance guy turned accidental fractional CFO.
I found a way to escape my CFO corporate job. How I did that, was I turned the finance skills I had into a business that has allowed me to have time, location and financial freedom.
When I'm not serving fractional CFO clients I'm helping accountants and bookkeepers just like you do the same to your existing firm.
Outside of that I'm always traveling and spending time with my family & dog, be it at the beach or in the mountains, nature is my happy place.

Connect with Charles
📱 IG: @profitsurgegroup
💻 Profit Surge’s 4-Pillar System for getting more high-paying clients

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

In this minisode I talk about our Hubdoc process & procedures for our clients, plus I give an example of how to encourage your clients to use Hubdoc!

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: https://www.ambitiousbookkeeper.com/checklist
Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard
Become a Client: ofcoursebookkeeping.com/contact
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa


Podcast Publishing Tools we use:
Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)