Description

Send us a text

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 cleanup
• Will AI replace bookkeepers?
• Following up with clients after price increases
• Contracting with another bookkeeper as you build your book of business
• Changing from sole proprietor to LLC & name changes
• Packaging & Pricing
• Offering payroll services & resources for learning
• Marketing to higher value clients
• My take on BNI and networking groups

Resources mentioned in this episode:

• Ep 17 | Help! It’s my first cleanup

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

• 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 Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Get access to the Dubsado Decoded Private Podcast Series here>>

Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify