151 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

    • Business
    • 4.8 • 44 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

    139 ⎸ CPA Exam Success with Dawn Edelstein

    139 ⎸ CPA Exam Success with Dawn Edelstein

    In this interview episode I chat with Dawn Edelstein, CPA Exam Success Coach, all about the keys to CPA exam success. From mindset to study methods, this episode is filled with practical advice to help you excel in your CPA exam journey. So grab your notebook and get ready to take some notes!
    In this episode you’ll hear:
    The 3 Pillars of CPA Exam SuccessThe S.T.A.R. Framework for studyingFree resources & support for CPA Exam CandidatesPlanning & time managementResources mentioned in this episode:
    CPA Exam Success Checklist: cpaexamsuccess.ck.page/checklistGet all of Dawn’s FREE resources here: linktr.ee/miamicoachconnectionMeet Dawn
    French teacher turned CPA Exam Success Coach. After teaching high school French for seven years I took my first accounting course. I wanted to be a bookkeeper. I thought that would be better than the classroom. It was suggested to me to become a CPA. I said OK without thinking through the work involved. I then completed a 15-month dual degree graduate program for career-changers in order to get all of the credits needed to sit for the CPA exam. After 15 months, I was eligible to sit for the CPA exam, but I was terrified, confused, and thought I was the only one who felt this way. It wasn’t until years later that I found my Unique Study System and finally made it to the CPA Exam finish line. I did this in a way that allowed me to successfully study for the CPA Exam while simultaneously having a full and fulfilling life. I now help struggling candidates to do the same. I help them to ditch the stress, struggle, and sacrifice and, instead, pass the CPA Exam with confidence and ease.
    Connect with Dawn
    📱 IG: @cpaexamsuccess
    📱 Linktree with FREE resources: https://linktr.ee/miamicoachconnection
    📋 CPA Exam Success Checklist: cpaexamsuccess.ck.page/checklist

    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)

    • 38 min
    138 ⎸ How to hire A-Team players with Lesley Pyle (hiremymom.com)

    138 ⎸ How to hire A-Team players with Lesley Pyle (hiremymom.com)

    In this interview episode, I chat with CEO & Founder of HireMyMom.com and hear about her story working from home for the past 20+ years. We dive into lots of good stuff around hiring for your bookkeeping business, you don’t want to miss this episode!
    In this episode you’ll hear:
    How & when to hire help for your Bookkeeping FirmTips for a successful job postOnboarding TipsHiring resources that HireMyMom.com offersLesley’s tip for Bookkeepers to add more value to their clientsResources mentioned in this episode:
    HireMyMom.comTop 10 Interview Questions To AskFinding the best candidate for a job requires that you do your homework in advance. Part of that is asking the right questions and making sure you get thorough answers. https://mailchi.mp/hiremymom/top-10-interview-questions-to-ask

    Meet Lesley:
    Lesley Pyle is the Founder and CEO of HireMyMom.com, a service connecting Small Businesses with Virtual Professionals across the country since 2007. Pyle began her work from home journey in 1995 after having her first child and started her first online business in 1996 - HBWM.com. She serves on the Board of Directors for Mighty Oaks Foundation and is a contributing writer to Entrepreneur.com. She and her family reside in Texas.

    Connect with Lesley:
    📱 IG: http://instagram.com/hiremymom
    💼 LinkedIn: https://www.linkedin.com/in/lspencerpyle/

    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)

    • 37 min
    137 ⎸ Finish your website in a week with Tia Taylor

    137 ⎸ Finish your website in a week with Tia Taylor

    In this interview episode, I’m bringing Tia (my first hire!) back on to talk about all things WEBSITE DESIGN! Plus, Tia gives us a sneak peek at her new course - Squarespace for Bookkeepers. If your website has been a pain point for you in your business journey, then you’ll definitely wanna tune in!
    In this episode you’ll hear:
    the most important aspect of your websitethe 3 things google NEEDS about your websitewhat google likes (dynamic content)Resources mentioned in this episode:
    Squarespace: https://squarespace.syuh.net/mgraq1 (affiliate link)Acuity: https://squarespace.syuh.net/c/3218064/1933284/9084 (affiliate link)Squarespace for Bookkeepers Waitlist (Tia’s new course - Get it at the Pre-Sale price of $197 until 2/21/24!): https://www.riledupgoats.com/ssfb1-1 Website or Design with Tia: https://www.riledupgoats.com/The Bookkeeping Business Accelerator®: https://www.ambitiousbookkeeper.com/bbaMeet Tia
    Tia is a multi-talented mom of two, hailing from Idaho. She enjoys puzzles (like any good bookkeeper) and is quite crafty! She plays the role of both Graphic Designer and Bookkeeper for Ambitious Bookkeeper and Of Course Bookkeeping. She brings over a decade of experience working in both the design and accounting realms and loves blending aesthetics and organizational systems.

    Connect with Tia
    🌐 Website: https://www.riledupgoats.com/
    📱 IG: @riledupgoats
    💻 NEW Squarespace for Bookkeepers (Waitlist): https://www.riledupgoats.com/ssfb

    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)

    • 34 min
    136 ⎸ The BEST Bank for Clients: Relay - with Deanna Zubrickas

    136 ⎸ The BEST Bank for Clients: Relay - with Deanna Zubrickas

    In this interview episode, I’m chatting with Deanna Zubrickas, a product specialist at Relay. We dive into the challenges with traditional banking methods, the partnership between Relay and Profit First, and the revamped partner program that offers exciting opportunities for bookkeepers and accountants!
    In this episode you’ll hear:
    The new Relay Partner ProgramHow to position and convert clients to RelayAll the things I love about RelayProfit First Friendly BankResources mentioned in this episode:
    Become a Relay PartnerMeet Deanna
    Deanna Zubrickas works directly with Relay’s Partners, accountants and bookkeepers, helping them deliver superior business banking to their clients. Deanna a certified Profit First Professional and is the go-to product expert for business banking solutions and banking integrations with accounting software. Before making the move into financial technology, Deanna supervised retail operations and managed customer relations at a number of enterprise and mid-sized retail brands, including OAK + FORT, Free People, and Urban Outfitters.

    Connect with Deanna:
    📧 Email: deanna@relayfi.com
    📱 X: https://twitter.com/bankwithrelay
    📱 IG: https://instagram.com/bankwithrelay
    📱 LinkedIn: https://linkedin.com/company/bankwithrelay


    Dislcaimer: Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance provided through Thread Bank; Member FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted.


    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)

    • 28 min
    MINI Ep 8 | How to handle client banks that don’t integrate

    MINI Ep 8 | How to handle client banks that don’t integrate

    Record a question for me to answer on the podcast here: speakpipe.com/ambitiousbookkeeper
    In this minisode, I get into how to handle client banks that don’t integrate with Xero or Quickbooks. Learn when it makes sense to turn away a client, what to say to clients when this issue arises, and why we love Relay.

    Resources mentioned:
    RelayLearn 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)

    • 5 min
    135 ⎸ What’s so great about The Bookkeeping Business Accelerator®️?

    135 ⎸ What’s so great about The Bookkeeping Business Accelerator®️?

    This is a very special episode, where you get to hear from current and past VIP students inside of the Bookkeeping Business Accelerator! If you’ve wanted to know what has been the biggest help/game changer for my students, tune in to this one to find out!

    In this episode you’ll hear:
    an in-depth look at the program’s curriculumexclusive VIP perksall the personalized support that comes with BBA VIPwhy this program is a game-changer for bookkeepers and accountants who want to start or grow their businessResources mentioned in this episode:
    The Bookkeeping Business Accelerator® ⎸ VIP: https://www.ambitiousbookkeeper.com/vipThanks 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)

    • 19 min

Customer Reviews

4.8 out of 5
44 Ratings

44 Ratings

Laurkita ,

Five start podcast

I absolutely love this podcast! Very informative and easy to digest

m_grace ,

Loads of info

Really love Serena’s podcast. Soooo much good information presented in an easily digestible way. This podcast has changed my way of thinking for running a bookkeeping business, highly recommend!

<3CM<3 ,

Literally don’t know what I would do without this lady.

Serena is absolutely a genuine soul. I have been listening to her podcast for about a year now. (Officially started my bookkeeping business in March) Her wealth of knowledge is absolutely invaluable. And her latest podcast, explaining her year end process,… I just so appreciate. This is my first year end in business and I am looking forward to her Black Friday email so I can make a purchase and receive her confident compliance bundle. I agree, I’m not sure WHY you’re adding this as a free bonus!! But I am ever so grateful! I can’t wait until I am more lined out with my processes and in a good spot to purchase elevate and learn even more from you. Thanks for being a great teacher.

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