166 episodes
The Ambitious Bookkeeper Podcast Serena Shoup, CPA
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- Business
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
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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 affiliate links):Pomodoro timerPassion Planner - make sure to link their sample weekly spreadThanks 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, @ambitiousbookkeeperFor more information about the ...
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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 relationship with professionalism and integrity.In this episode you’ll hear:offboarding processes related to documents & softwareimportance of cooperation during client handoffrecognizing when you can’t serve a client's needsseeking feedback & testi...
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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 episode you’ll hear:managing client emailsstreamlining client communicationutilizing central client care inbox for team visibilityprioritizing discussions with clientsusing tools like Hubdoc or DextResources mentioned in this episode:HubdocDextOpenPhone (affiliat...
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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 and reports.In this episode you’ll hear:some 1099 tipstips for onboarding & training new employeesLinkedIn content & communicationhow to provide & explain monthly reports to clientsoffering calls/meetings to clientsworking with insurance broke...
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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 importance of social media, current trends, and practical tips for success.In this episode you’ll hear:importance of personalizing social media contentutilizing content calendars for social mediastrategies for visibility & engagementsocial media tr...
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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 shifts motherhood brings to business. Whether you’re navigating the entrepreneurial waters or figuring out how to blend business with baby, this convo is packed with relatable stories and insights.In this episode you’ll hear:the ramifications of burnou...
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