136 episodes
The Ambitious Bookkeeper Podcast Serena Shoup, CPA
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- Education
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4.8 • 41 Ratings
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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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Which program is right for me?
Have a question you want answered on the podcast? CLICK HERE TO SEND IT IN!
In this episode, I’m giving a summary of all of our current self-paced paid programs, mini courses, and workshops to help you make a decision, or maybe showcase something that you weren’t aware existed.
In this episode you’ll hear:
Who’s a good fit for each programHow to reach out for personalized guidance (email or DM me!)Get 20% off all these programs by using code BF23 through Midnight, November 30th, 2023Resources mentioned in this episode:
My online store: ambitiousbookkeeper.com/storeBecome a Bookkeeper - XeroBookkeeper Launch - QBOElevateThe Bookkeeping Business Accelerator®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 on 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 we use:
Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join Elevate today: www.ambitiousbookkeeper.com/elevate -
[MINI] Ep 6 ⎸ How to Follow up with a busy lead near Year End
In this minisode, I answer the question, How do I follow up with a lead who’s so busy running their business that they’re not signing the agreement? Learn how to reach out, what to say, and why this approach works!
Learn 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)Join Elevate today: www.ambitiousbookkeeper.com/elevate -
Borrowed Confidence with David Richter
In this interview episode, I chat with David Richter - owner of Simple CFO, a fractional CFO firm, and author of Profit First for Real Estate Investing. We talk about profit-first, offering CFO services, and creating a business you love.
In this episode you’ll hear:
3 things to address with clients in a simple wayHow to get in front of your ideal clientsTips for ‘Selling’Resources mentioned in this episode:
Profit First for Real Estate InvestingThe Road Less StupidGood Leaders Ask Great QuestionsYou Can’t Teach a Kid to Ride a Bike at a SeminarAbout our guest:
David is the owner of Simple CFO, a fractional CFO firm, and the author of Profit First for Real Estate Investing. He's been a part of over 850 real estate deals, and through his company he has helped over 200 businesses gain financial peace and freedom.
Connect with David:
Join Simple CFO: simplecfo.com/join
Follow on FB: facebook.com/david.richter.395
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 on 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 we use:
Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join Elevate today: www.ambitiousbookkeeper.com/elevate -
Mindfulness Hacks for Accountants with Vimal Bava
In this interview episode, I chat with Vimal Bava, a CPA and stress management coach. He shares his personal journey of experiencing burnout and stress in the accounting profession and how he found comfort in mindfulness and meditation practices.
In this episode you’ll hear:
examples of mindfulness and meditation practiceshow to incorporate Mindfulness into your busy schedulehow the mind-body connection worksthe importance of taking brain breaksAbout Vimal:
Vimal Bava is a CPA and Mental Fitness Coach with a passion for empowering his fellow accountants to experience joyful and stress-free work environments. Along with running his own firm, and mental fitness coaching, he's also currently pursuing a Doctoral degree at Florida International University.
Connect with Vimal:
💼 Linkedin: linkedin.com/in/vbcpa
🌐 Coaching website - Happy Bean Counters: happybeancounters.com
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 on 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 we use:
Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join Elevate today: www.ambitiousbookkeeper.com/elevate -
[MINI] Ep 5 ⎸ Starting a Bookkeeping Business with no Tax Experience
In this minisode, I’m sharing the top 3 questions people ask when thinking about starting their bookkeeping business especially without tax experience.
Watch on Youtube >> https://youtu.be/qDn6IkMpjYg
Resources mentioned in this minisode:
Free training!Podcast episode on InsurancePodcast episode on TechCatch the next LIVE Workshop Series!---
Learn 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)Join Elevate today: www.ambitiousbookkeeper.com/elevate -
Are you Ready for Year End?
Feelin’ a little worried/nervous about year end? Well, in this episode I’m sharing what we do for all of our clients at year end!
In this episode you’ll hear:
3 things we provide ALL of our clients at year endWhen to start and finish these processesHow to get your hands on the resources to learn & implement these processesResources mentioned in this episode:
ambitiousbookkeeper.com/subscribe - get on the email list so you don’t miss out on the Black Friday Special!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 on 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 we use:
Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join Elevate today: www.ambitiousbookkeeper.com/elevate
Customer Reviews
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.
Great Content
Serena demystifies many topics around starting and running a bookkeeping business. She cites real numbers and real people. She’s honest about what it takes to grow and offer more sophisticated services. Thank you Serena!
A Must Listen for an Introvert!!
This is one of my favorite podcasts! Serena’s voice is so calming. She is so smart and funny. A lot of her content is motivating, inspiring and achievable for an introvert, like myself. I sense she is coming from a wholehearted place, as she provides the information and help this amazing community.
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