The Ambitious Bookkeeper Podcast Serena Shoup, CPA
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- Business
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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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150 | [Q&A] Thinking Outside of the Box
In this Q&A episode, we dive into effective onboarding strategies to reduce turnover, and discuss the importance of creating engaging content for your niche. Plus, get advice on how to communicate effectively with clients through structured emails and reports.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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeep...
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149 ⎸Social Media for Accountants with Alison Lukin
In this interview episode I’m chatting with Alison Lukin, CEO of Officially Social. From leveraging personal content to engaging with followers, Alison shares valuable insights on creating an impactful online presence. Join us as we explore the importance of social media, current trends, and practical tips for success.In this episode you’ll hear:importance of personalizing social media contentutilizing content calendars for social mediastrategies for visibility & engagementsocial media tr...
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148 ⎸ Motherhood, Burnout, and Entrepreneurship with Jessica Parr
In this interview episode, I’m chatting with online business mentor Jessica Parr about the struggles of motherhood & entrepreneurship. We tackle the tough topics: the real talk on burnout, finding your value as an entrepreneur, and the huge shifts motherhood brings to business. Whether you’re navigating the entrepreneurial waters or figuring out how to blend business with baby, this convo is packed with relatable stories and insights.In this episode you’ll hear:the ramifications of burnou...
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147 ⎸Another Q&A Episode!
In this live Q&A session we touch on insights from a recent podcast on CFO services. Additionally, the host shares expertise on developing CFO services, handling quality control manually without specific software, the nuances of various client services like AR/AP, and strategies for finding and integrating team members. Questions from participants lead to discussions on LLC taxation, the benefits and complexities of S Corp status, and maintaining clear financial boundaries between busines...
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146 ⎸ Retirement Tax Credits with Matt Ruttenberg
In this interview episode, I have Matt Ruttenberg on again to continue our discussion on retirement planning for small businesses. This time, we do a deep dive into tax credits! Matt explains the recent changes in tax credits and how they can help businesses save substantial amounts of money for their 401(k) plans. Tune in for some practical strategies on taking advantage of these tax credits!In this episode you’ll hear:detailed breakdown of tax creditstax credits under Secure 2.0 and Secure ...
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145 ⎸ [Q&A] Pricing, Networking, & Growing
In this episode, you get a sneak peek behind the curtain of my monthly live Q&As for students and inside of my free Facebook group.In this episode you’ll hear:How to start a cleanupWill AI replace bookkeepers?Following up with clients after price increasesContracting with another bookkeeper as you build your book of businessChanging from sole proprietor to LLC & name changesPackaging & PricingOffering payroll services & resources for learningMarketing to higher value clientsMy...
Customer Reviews
Five start podcast
I absolutely love this podcast! Very informative and easy to digest
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!
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.