15 episodes

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 firm owners. We share actionable tips on running a 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 Facebook: https://www.facebook.com/serenashoupcpa LinkedIn: https://linkedin.com/in/serenashoup Instagram: https://instagram.com/ambitiousbookkeeper

The Ambitious Bookkeeper Podcast Serena Shoup, CPA

    • Business
    • 5.0 • 9 Ratings

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 firm owners. We share actionable tips on running a 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 Facebook: https://www.facebook.com/serenashoupcpa LinkedIn: https://linkedin.com/in/serenashoup Instagram: https://instagram.com/ambitiousbookkeeper

    14 - How to Practice Discovery Calls

    14 - How to Practice Discovery Calls

    In this solo episode, I take you behind the scenes of the beginning of a discovery call practice session I held for students inside The Bookkeeping Business Accelerator. We go over some basics of discovery calls, I give some pointers on how to talk about your process with potential clients, and we even get into introducing the diagnostic process to clients. Ready to listen in? Hit that play button! 
    Sign up for the Bookkeeping Business Accelerator (self-paced)
    Sign up for the Waitlist for the next VIP cohort of BBA
    Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
    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 of Facebook: Facebook.com/ambitiousbookkeeper

    • 18 min
    13 - How to Use Email Marketing in Your Bookkeeping Business

    13 - How to Use Email Marketing in Your Bookkeeping Business

    In this interview episode, I talk with Liz Wilcox, an RV Blogger turned Email Marketing Super Star. She’s helping us understand how to use email marketing in our bookkeeping business, breaking down some of the mistakes people make, simplifying the process of getting started, and we also talk about how often we (bookkeepers + accountants) should be emailing. 
    Sign up for Liz’s Email Marketing Membership
    Connect with Liz:
    Instagram: instagram.com/thelizwilcox
    Her website: lizwilcox.com
     
    *Disclaimer* Some links are affiliate links, which means I may receive a small commission if you purchase.  I only recommend products & services I wholeheartedly recommend.
    Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
    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 of Facebook: Facebook.com/ambitiousbookkeeper

    • 40 min
    12 - Conversations with an ex-IRS Auditor, Andrew Campbell

    12 - Conversations with an ex-IRS Auditor, Andrew Campbell

    In this interview episode, I talk with a former IRS Auditor turned Tax Practice Owner, Andrew Campbell. You definitely want to listen if you’ve ever had the question: “how do I ensure my clients have audit-proof books” or if you have questions about what an IRS audit generally entails.  
    Sign up for The Bookkeeping Business Accelerator 
    Connect with Andrew on LinkedIn
    Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
    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 of Facebook: Facebook.com/ambitiousbookkeeper

    • 1 hr 14 min
    11 - Pricing Your Bookkeeping Services w/ Lauren Caselli

    11 - Pricing Your Bookkeeping Services w/ Lauren Caselli

    In this interview episode, I talk with Lauren Caselli, about the different pricing strategies you can use in your bookkeeping business, from hourly to value based, package pricing to retainer pricing. This episode will help you understand the pros and cons of all the different pricing methods and hopefully help you in your pricing journey.
    Sign up for The Bookkeeping Business Accelerator to get access to an in-depth workshop with Lauren on Raising Your Rates 
    Connect with Lauren: instagram.com/laurencaselli_
    Grab email scripts for raising your rates here>>
    Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
    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 of Facebook: Facebook.com/ambitiousbookkeeper

    • 52 min
    10 - Pushing Past the Fear to Start Your Bookkeeping Business

    10 - Pushing Past the Fear to Start Your Bookkeeping Business

    In this solo episode, I talk about pushing aside the fear of starting your bookkeeping business, by countering some of the common fears I see come up (including my own). 
    This episode is for you if you’re in the dreaming stage and you’re listening along each week here trying to learn as much as possible but you still haven’t really taken much action on starting your business.
    Sign up for The Bookkeeping Biz Workshops August 22-26
    Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
    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 of Facebook: Facebook.com/ambitiousbookkeeper

    • 15 min
    09 - Transitioning from Corporate to Entrepreneurship

    09 - Transitioning from Corporate to Entrepreneurship

    In this Solo episode I chat about the 6 differences between working in corporate and running your own accounting business, plus some tips to ease the transition and set you up for success.
    Sign up for The Bookkeeping Biz Workshops August 22-26
    Read the episode blog here
    Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
    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 of Facebook: Facebook.com/ambitiousbookkeeper

    • 20 min

Customer Reviews

5.0 out of 5
9 Ratings

9 Ratings

Conlopez ,

I Am Loving This Podcast

Serena is a great communicator and interviewer. She mixes in her guests opinions with her real world experience. As a newer bookkeeper I am finding it especially informative. Her interview with the former IRS auditor is a must listen for everyone. Real world, usable advice. It was my favorite episode of the year on ANY podcast.

Mind Your Assets ,

THE PODCAST for Bookkeepers !!

I am so happy I found Serena’s podcast ! This podcast is a MUST listen if you are a bookkeeper. She gives soo many tips and advice that help your business and life so much better. I can’t wait to hear more episodes.

jordalani ,

Best podcast for beginners!

I’m not new to accounting but new to bookkeeping. I ran across Serena in a Facebook group and have been a fan since! This podcast is so fulfilling and informative on all levels. If you are a beginner in starting your own bookkeeping business i strongly recommend listening AND following Serena because she is THAT chick. Can’t wait for more episodes!

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