The Ambitious Bookkeeper Podcast

Serena Shoup, CPA
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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

  1. قبل يومين · إضافة

    Correcting Bank Balances in Xero

    Send us a text 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 transactionsconversion balances (adjusting the beginning balance)Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Bookkeeper using Xero: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate ...

    ١٠ من الدقائق

  2. قبل ٥ أيام · إضافة

    [Tech] OpenPhone for 2FA & Client Communication

    Send us a textWe 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 multiple users as your team grows:Make sure you have a central email inbox setup (like help@yourdomain.com or support@yourdomain.com) Give your entire team access to this (we save the login info in 1Password)Use this to create your account on OpenPhoneHave everyone download the Desktop and/or...

    ١٠ من الدقائق

  3. ٢٩ رجب

    184 ⎸ Weekly (Micro) Reporting for Clients with Shea & Michelle

    Send us a textIn 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, this one's for you!In this episode you’ll hear:what micro reporting is all abouthow the concept of joy and compassion can revolutionize client relationships and business successtips on picking the right clients and services to match your bus...

    ٤٥ من الدقائق

  4. ٢٢ رجب

    183 ⎸ Keys to Growth & Pricing with Ryan Lazanis

    Send us a textIn 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 the world of accounting business with ease and purpose.In this episode you’ll hear:Ryan’s journey from starting Zen Accounting to selling it and then launching FutureFirmcool ways to get clientshow to communicate pricing increases without an...

    ٣٩ من الدقائق

  5. ١٥ رجب

    182 ⎸ The #1 Event to Attend this Year with Erin Pohan

    Send us a textIn 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 firmall the exciting details about the upcoming WAVE conference in Seattlestrategies for making lasting connections at eventsResources men...

    ٤٤ من الدقائق

  6. ٨ رجب

    181 ⎸ 1099 Training - Updates for 2025

    Send us a text 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 1099sReporting requirements, deadlines & thresholdsInternational vendorsAnd lots of tips and insights along the way! Resources mentioned in this episode: Confident Compliance BundleIRS Pu...

    ٣٢ من الدقائق

  7. ١ رجب

    180 ⎸ How to Make this Year More Profitable

    Send us a textIn 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-changerthe lowdown on updating engagement letters, adding clauses, and managing scope changeshow to handle clients mixing business with...

    ١٨ من الدقائق

  8. ١٧‏/٠٦‏/١٤٤٦ هـ

    179 ⎸ Managing Your Energy in Business with Emily Leahy

    Send us a textIn 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 feminine lenshow women are often perceived as more emotional at workwhy it's import...

    ٤١ من الدقائق
مشاهدة الكل (١٩٦)

مقطع ترويجي

حول

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

المعلومات

  • صناع العمل
    Serena Shoup, CPA
  • سنوات النشاط
    ١٤٤٢ هـ - ١٤٤٦ هـ
  • الحلقات
    ١٩٦
  • التقييم
    فاضح
  • حقوق النشر
    © 2025 The Ambitious Bookkeeper Podcast
  • موقع البرنامج على الويب
    The Ambitious Bookkeeper Podcast

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