70 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 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

The Ambitious Bookkeeper Podcast Serena Shoup, CPA

    • Education
    • 4.9 • 28 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 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

    How to meet with clients

    How to meet with clients

    In this solo episode, I give you some actionable tips on meeting with clients as a way to add value to your bookkeeping services.

    In this episode you’ll hear:
    How to set a meeting agendaWhy back to back meetings are no goodWhat reports to present to clientsHow to add extra personal touches to your engagements→ Join our next cohort of Elevate, starting in October: https://www.ambitiousbookkeeper.com/elevate
    → Listen to Episode 5: What to do when you get your first client
    → Read this podcast on the blog >

    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.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/serenashoupcpa
    Thank 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
    Podcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)Join the upcoming Elevate: Fall Sprint: ambitiousbookkeeper.com/elevate
    Join our VIP Cohort of The Bookkeeping Business Accelerator: ambitiousbookkeeper.com/bba

    • 28 min
    Should you offer Advisory?

    Should you offer Advisory?

     In this solo episode, I’m helping you decide whether offering advisory services is something you should pursue in your business. I’m also giving you a little taste of the first lesson inside of our newest program: Elevate, where I teach the foundational skills of offering advisory! 

    In this episode you’ll hear:
    4 questions to ask yourself to decide whether you should offer advisorythe foundational skills you need in order to be an advisor to clientsmy hot take on raising your pricesReady to elevate to advisory? Watch the free masterclass + Join us in our upcoming Fall Sprint HERE>>Not ready to elevate but you want to start or grow your bookkeeping business? Join us in our upcoming VIP cohort of The Bookkeeping Business Accelerator HERE.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.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/serenashoupcpa
    Thank 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
    Podcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)Join the upcoming Elevate: Fall Sprint: ambitiousbookkeeper.com/elevate
    Join our VIP Cohort of The Bookkeeping Business Accelerator: ambitiousbookkeeper.com/bba

    • 36 min
    Cashflow Forecasting Basics

    Cashflow Forecasting Basics

    In this episode you’ll hear:
    Why Cash Flow Forecasting is importantHow to get startedHow to go deeper on thisThanks 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.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/serenashoupcpa
    Thank 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
    Podcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)Join the upcoming Elevate: Fall Sprint: ambitiousbookkeeper.com/elevate
    Join our VIP Cohort of The Bookkeeping Business Accelerator: ambitiousbookkeeper.com/bba

    • 21 min
    How we collaborate with clients Part 2

    How we collaborate with clients Part 2

     This is part 2 of our previous episode where Meriah (my Director of Operations at Team Shoup) and I are breaking down how we collaborate as a team to get everything done and maintain our team culture.

    In this episode you’ll hear:
    the tech and tools we use to collaborate externally(client-facing) and a few that we use to collaborate both internally and externallyhow we get the most out of these toolsour favoritestips to handle learning new toolsProducts Mentioned (some are affiliate links)
    XeroHubdocAcuityDubsadoKajabiRelaySpark emailGoogle DriveVoxerResources Mentioned In This Episode:
    Podcast Episode: Why We Are A Xero FirmPodcast Episode: How to keep your client data secureOnboarding On Autopilot: Dubsado DIY TutorialThe Bookkeeping Business AcceleratorThe Bookkeeping Biz WorkshopsElevateKatie Fleming Podcast Episode on VoxerThanks 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.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/serenashoupcpa
    Thank 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
    Podcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)This episode is sponsored by: LiveFlow
    Receive 20% off your first 3 months by using code AMBITION at checkout:
    http://www.liveflow.io/partnerships/ambition
    Join the upcoming Elevate: Fall Sprint: ambitiousbookkeeper.com/elevate
    Join our VIP Cohort of The Bookkeeping Business Accelerator: ambitiousbookkeeper.com/bba

    • 56 min
    How we work virtually as a team Part 1

    How we work virtually as a team Part 1

     I get so many questions about what tools we use and how we use them, so this week Meriah (my Director of Operations at Team Shoup) and I are breaking down how we collaborate as a team to get everything done and maintain our team culture.

    In this episode you’ll hear:
    the tech and tools we use to collaborate internally (next week will be about tools we use client-facing)how we get the most out of these toolshow to handle the overwhelm when it comes to all of these toolsEpisode 19: Why We’re a Xero FirmProducts Mentioned (some are affiliate links)
    ZoomLoomAsana - Learn to implement with Kickoff With Asana for Bookkeepers & AccountantsNotion - Learn to implement it with Breakthrough for BookkeepersSlack[Gusto](https://gusto.com:/partners/i/serena591)CanvaLoomly1PasswordClockifyThanks 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.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/serenashoupcpa
    Thank 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
    Podcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)
    This episode is sponsored by: LiveFlow
    Receive 20% off your first 3 months by using code AMBITION at checkout:
    http://www.liveflow.io/partnerships/ambition
    Join the upcoming Elevate: Fall Sprint: ambitiousbookkeeper.com/elevate
    Join our VIP Cohort of The Bookkeeping Business Accelerator: ambitiousbookkeeper.com/bba

    • 34 min
    Starting a Bookkeeping Biz in 2022: Should you contract with another firm?

    Starting a Bookkeeping Biz in 2022: Should you contract with another firm?

    I recently connected with someone online who wants to start her bookkeeping business in the future, but still needs to build some skills. I also had a request a while back from someone in my DMs about covering the topic of contracting with other firms, CPAs, or bookkeepers. So in today’s episode, I’m going to cover just that: the upsides and the downsides, but also…. what you need to know about starting a Bookkeeping Business in 2022.
    So if you find yourself wondering should I contract with a more established firm to gain experience or even just to supplement revenue, keep on listening. This one is for you.

    In this episode you’ll hear:
    3 Main things I would do differently if I started all overUpsides to being a contractor for another bookkeeperDownsides to being a contractorReferral partnershipsLinks Mentioned:
    BBA is on sale for $497 off the regular price through the end of august. just use code: BACKTOSCHOOL at checkout when you go to ambitiousbookkeeper.com/bbaBookkeeper Launch - QBO FocusedBecome a Bookkeeper - Xero FocusedThanks 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.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/serenashoupcpa
    Thank 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
    Podcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)This episode is sponsored by: LiveFlow
    Receive 20% off your first 3 months by using code AMBITION at checkout:
    http://www.liveflow.io/partnerships/ambition
    Join the upcoming Elevate: Fall Sprint: ambitiousbookkeeper.com/elevate
    Join our VIP Cohort of The Bookkeeping Business Accelerator: ambitiousbookkeeper.com/bba

    • 26 min

Customer Reviews

4.9 out of 5
28 Ratings

28 Ratings

Mrsstephfrancis05 ,

You had me at 10 Key

I too am a 10 key wizard ha! Love this podcast an Dan currently in the dreaming phase and hope to make the jump soon. Keep up the great work!

evemb625 ,

Bookkeeper

Very helpful. I enjoy listening -Thank you!

Renee@OpsMaseEasyLLC ,

AMAZING!

I feel blessed to have found this podcast and actually Serena in general! Love following your SM and podcasts and have learned so much from you! Thank you for giving your time and expert knowledge towards our field! ~ Renee

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