Shows
The Ambitious Bookkeeper Podcast208 ⎸ Social Media Marketing in 2025 with Grace Costa, The Social AccountantSend us a textIn this episode, Serena sits with Grace Costa, founder of Social Mixed Media and the Social Accountant, to dive deep into what's working in social media marketing right now. Grace shares her journey from accountant to marketing agency owner and gives us the real scoop on how AI is changing the game for bookkeepers and accountants trying to land clients online.In this episode you’ll hear:- 4 core organic marketing strategies for bookkeepers and accountants in 2025- How AI and Google's new search features affect visibility2025-07-2345 minThe Ambitious Bookkeeper Podcast207 ⎸ [Q&A] Accrual Accounting and Client Management InsightsSend us a textHey everyone! This month's live Q&A was packed with so many good questions from the community. We covered everything from client communication systems to accrual accounting transitions, and I even got to address some pricing questions that I know so many of you struggle with.In this episode you’ll hear:Client request systems and processesXero migrations and software recommendationsAccrual accounting deep divePricing strategies and business growthResources mentioned in this episode:Xero: https://xeroamericas.partnerlinks.io/79afz10exu7dJet Convert: https://jetconvert.co...2025-07-1642 minThe Ambitious Bookkeeper Podcast206 | 2025 The State of Virtual Bookkeeping & Accounting Industry Report with Alyssa LangSend us a textJoin Serena and Alyssa Lang, the Workflow Queen, as they dive deep into the results of the first-ever State of Virtual Bookkeeping and Accounting Industry Report! We collected over 200 responses from bookkeepers and accounting firm owners like you, and the data is honestly eye-opening. This isn't your typical corporate survey - this is BY us, FOR us small firm owners.In this episode you’ll hear:The advisory services reality check - Why 41% of you are probably already doing advisory work but not charging for it...2025-07-091h 28
GOALBUSTERS - Productivity TipsHow to Stop Avoiding Your Business Numbers in just 7 minutes with Serena ShoupCorporate CPA turned bookkeeping CEO Serena Shoup shares how entrepreneurs can stop avoiding their numbers, build money confidence, and boost business profits. Learn simple, actionable strategies - from money dates to mindset shifts - all in just 7 minutes. https://getresultsology.com/podcast/serena_shoup/
2025-06-1912 minThe Ambitious Bookkeeper Podcast202 ⎸ Healing Money Trauma with MeenadchiSend us a textIn this eye-opening episode, Serena sits down with Meenadchi, an ancestral healing practitioner, to explore how intergenerational trauma impacts our relationship with money. This isn't your typical business conversation - we're diving deep into the personal stuff that affects how you run your business and serve your clients … and get a little woo!In this episode you’ll hear:How trauma from your ancestors (even great-grandparents) lives in your body and affects your money decisions todayWhy your "difficult" clients might not be responding because of their own money trau...2025-06-1136 minThe Ambitious Bookkeeper Podcast201 ⎸ [Q&A] Nonprofit Niche, Software, and Standing Out as a New BookkeeperSend us a textIn this May Q&A episode, Serena dives deep into the practical side of building a bookkeeping business, covering everything from software partnerships and pricing strategies to finding your niche and standing out from the competition. She shares real-world advice on working with Xero and Gusto, addresses common struggles with client onboarding, and provides actionable tips for bookkeepers at every stage of their journey.In this episode you’ll hear:How to handle software costs and partnerships with Xero and GustoStrategies to differentiate yourself in a crowded bookkeeping ma...2025-06-0443 minThe Ambitious Bookkeeper Podcast200 ⎸ What I Learned in 2024 & Q1 of 2025Send us a textIt’s the 200th episode of The Ambitious Bookkeeper Podcast and Serena pulls back the curtain on her bookkeeping firm's 2024 performance, sharing both the wins and challenges. She gets real about client churn, revenue growth, personal struggles with mold toxicity, and the hard lessons learned about communicating with clients who aren't taking crucial financial advice.In this episode you’ll hear:Client management reality check - How one client's bankruptcy and fraud issues led to major communication style changesPersonal health struggles - Living in t...2025-05-2855 minThe Ambitious Bookkeeper Podcast199 | [Q&A] Handling Clients, Cash vs Accrual, Inventory, and Solo Bookkeeper Vacation PlanningSend us a textThis episode comes from April’s Live Q&A session, where Serena answered various questions from bookkeepers about pricing strategies, software recommendations, financial statement presentation, and business growth challenges.In this episode you’ll hear:Learn how to confidently set your prices for bookkeeping setups and avoid underchargingDiscover effective ways to present financial statements that truly benefit your clientsFind out how to balance multiple professional identities on LinkedInGet strategies for taking a break from your bookkeeping business without losing clientsResources mentioned in this episode:Po...2025-05-1438 minThe Ambitious Bookkeeper Podcast198 ⎸ Building toward an Exit with Maggie LordSend us a textIn this episode of the Ambitious Bookkeeper Podcast, Serena chats with Maggie Lord, a powerhouse entrepreneur who sold her media company to David's Bridal and now helps female founders do the same. Maggie shares her journey from starting a wedding blog in 2008 to selling her company 12 years later, and reveals insider knowledge about business valuations, exit strategies, and how bookkeepers play a crucial role in preparing businesses for sale.In this episode you’ll hear:Why Maggie is passionate about helping female founders prepare their businesses for acquisitionThe th...2025-05-0738 minThe Ambitious Bookkeeper Podcast196 ⎸ The Comeback Blueprint: What Every Ambitious Man Needs to Hear with Cletus CoffeySend us a textIn this powerful episode of The Ambitious Bookkeeper Podcast, Serena Shoup chats with Cletus Coffey, former pro athlete, single dad, and founder of Torch Training. Cletus shares his remarkable journey from professional sports to entrepreneurial failures to finding his authentic purpose through personal transformation.In this episode you’ll hear:Cletus's journey from pro athlete to struggling entrepreneur to finding true alignmentPractical frameworks for balancing ambition, family, and personal growthHow to break free from achievement addiction and redefine success beyond the "scoreboard"The importance of ma...2025-04-2342 minThe Ambitious Bookkeeper Podcast195 | Bookkeeping in the Fair Tax EraSend us a textIn this mini-episode, Serena shares her research on the Fair Tax Act and what it could mean for bookkeepers. She explains how this potential legislation would eliminate income tax and the IRS, replacing them with a national sales tax. Serena offers practical advice for bookkeepers to prepare for this potential shift and future-proof their businesses.In this episode you’ll hear:A breakdown of what the Fair Tax Act actually means (goodbye income tax, hello 23-30% national sales tax!)How bookkeeping services would evolve rather than disappear in th...2025-04-1615 min
The Courage Coalition3 Essential Tools to Power Your Small Business with guest Serena ShoupEntrepreneurship is a wild, exhilarating ride—one that often starts with passion, purpose, and a dream. But when it comes to money, many business owners find themselves feeling lost, overwhelmed, or downright intimidated. That’s where courage comes in. In my conversation with Serena Shoup, a corporate CPA turned entrepreneur and mentor for bookkeepers, we dug into the power of financial clarity and the simple yet essential tools that can help small business owners feel more in control of their money.One of the biggest mistakes business owners make? Avoiding their numbers. W...2025-04-0749 minThe Ambitious Bookkeeper Podcast193 | Marketing without Social MediaSend us a textSerena dives deep into marketing strategies for bookkeepers and small business owners who are skeptical or overwhelmed by social media, sharing practical tips for building connections and growing your business.What You’ll Learn:Marketing isn't just about social media: Discover a multi-pronged approach including offline networking, online presence, and website strategyBuild your "circle of influence" by connecting with complementary professionals like insurance agents, bankers, and consultantsHow to start small and prioritize your marketing efforts without getting overwhelmedThe power of delivering exceptional service as your best marketing tool...2025-04-0218 minThe Ambitious Bookkeeper Podcast191 | Setting up TaxJar for eCommerce BusinessesSend us a textIn today's bite-sized episode, we're diving into the nitty-gritty of setting up TaxJar for eCommerce businesses. Whether you're a bookkeeper with some eCommerce clients or an online seller yourself, stick around. Serena's got some super helpful insights coming your way, complete with screen sharing over on YouTube if you're up for it.Resources mentioned:TaxJarAvalaraShopifySquareLearn more about sales tax in the sales tax workshop: http://ambitiousbookkeeper.com/salestaxFor experienced bookkeepers & accountants:Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator®: h...2025-03-1912 minThe Ambitious Bookkeeper Podcast190 ⎸ Building Business Together with Megan ToblerSend us a textIn this episode, we're diving into a wonderful conversation between Serena Shoup and Megan Tobler. Megan shares her inspiring journey from corporate sales to building a vibrant business community for moms in entrepreneurship.In this episode you’ll hear:The reality of juggling motherhood and building a business from the ground up.How Megan leveraged her natural talents from sales to start her own podcast, create a community, and ultimately leave the corporate world behind.Megan's new community initiative, Together, which focuses on supporting women like us in th...2025-03-1235 min
BrandWhys®: The Healthpreneur’s Guide to Clients & CredibilityThe Strategy and Challenges Behind Serena Shoup's RebrandOur guest today is Serena Shoup, a corporate CPA turned CEO of her own bookkeeping business, a mentor for other bookkeepers and accountants, and a mom of three. Serena's rebranding journey is one of the most comprehensive we've featured, involving a total name change, a shift in services, and much more.In this episode, Serena takes us through her transformation from freelancing under her own name to creating a brand that attracts her ideal clients while setting up her business for a potential future sell. We'll dive into the reasons behind her rebranding decisions, the challenges o...2024-10-2223 minThe Ambitious Bookkeeper PodcastBONUS ⎸ Scotty + Serena BTS of performing at XeroconSend us a textWe’ve just come back from Xerocon 2024 Nashville, and i’m giving you a backstage pass to the inner workings of how Scotty ’OKR’. Scarano secured the mainstage for one of his accounting raps—and included me in the ride!In this episode you’ll hear:the story behind Scotty & I performing at XeroconScotty’s journey rapping about accounting& you’ll get to see the actual performance (if you watch the episode on YOUTUBE HERE)Resources mentioned in this episode:Episode 200 of Accounting HighEpisode 72 with Scotty2024-08-2959 min
The Money DiariesEpisode 17: Bookkeeping for small businesses with Serena ShoupI loved this conversation with Serena Shoup about her money story and the importance of bookkeeping for entrepreneurs and small business owners.
You can connect with Serena below.
instagram.com/ofcoursebookkeeping
Website: http://ofcoursebookkeeping.com
Free DIY Bookkeeping Guide: http://www.ofcoursebookkeeping.com/guide2024-08-2654 minThe Ambitious Bookkeeper Podcast160 ⎸ The Alyssa + Serena Show Part 1Send us a textIn this interview episode, I’m chatting with my biz bestie, Alyssa Lang (Workflow Queen)! Introducing…The Alyssa + Serena Show: Part 1. We reflect on personal & professional experiences, offering valuable insights and strategies for navigating the world of bookkeeping and entrepreneurship.In this episode you’ll hear:Serena's and Alyssa's business strategies & approachesFeeling overwhelmed and unmotivated after a breakEmpowering team membersSerena and Alyssa's evolving friendship & business relationshipReevaluating life experiences and priorities in work and lifeAdvice for setting up and delegating tasks in a firmResources mentioned in thi...2024-08-071h 03The Ambitious Bookkeeper Podcast161 ⎸ The Alyssa + Serena Show Part 2Send us a textThis interview episode is Part 2 of The Alyssa + Serena Show with my biz bestie, Alyssa Lang (Workflow Queen)! We talk about managing clients, offering advisory services, and the importance of SOPs in a bookkeeping firm. From practical business advice to lighthearted banter, you’ll wanna tune in to elevate your bookkeeping game!In this episode you’ll hear:the difference between consulting and advisory servicesstrategies for hiring and delegating taskshow to efficiently communicate advisory servicesthe importance of acknowledging & embracing personal life seasonsdifferent methods of documenting processesRe...2024-08-071h 04
The Marketing Freelancer: Unicorns Unite#196 Bookkeeping for Virtual Assistant Businesses with Serena ShoupAll of us are freelancers for a reason: we want freedom. We also envisioned financial freedom. We're diving deeper into the bookkeeping, the accounting, and the expenses we can write off so that we are not paying the IRS as much at the end of the year (and keeping more for ourselves). We're getting credit for running our business because we're already paying a self-employment tax. We might as well take off these additional write-offs so we're not penalized for making more money. But we're doing this so we face our numbers, learn our numbers, a...2024-02-2755 min
Courses and Funnels PodcastHow She Built a $500K Online Course Business | #8 with Serena ShoupJoin Lucas as he is joined by our guest Serena Shoup as they dive into how she built a thriving online course business teaching people how to start their own bookkeeping firms. They discuss how she started with a simple $27 PDF and has grown it into multiple courses and over $500k in sales. Key topics covered:· The importance of market research to identify what people really want and will buy· How she built her first product based on frequent questions in Facebook groups· Tips for transitioning customers from a low-priced intro of...2023-11-3036 min
Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)Uplevel Your Year End Client Experience with Serena ShoupAlyssa Lang interviews Serena Shoup, a full time educator and CPA who’s the owner and founder of both Ambitious Bookkeeper and Of Course Bookkeeping. Serena Shoup shares how she uplevels her year end client experience, she shares her year end process and tips and tricks to getting year end done smoothly.About our guest:Serena Shoup is a corporate CPA turned bookkeeping business CEO, mentor for other bookkeepers + accountants, mom of 3, and a closet musician! She built her business as a Sidehustle to motherhood when she left corporate to have her second da...2023-11-1450 min
Course Creation Boutique's podcast#168: Profit-Conscious Business Decisions with Serena ShoupWhy Knowing Your Key Business Numbers Can Feel Empowering Are you paying attention to the numbers that make a difference in building your online, profitable business? CPA and bookkeeping expert Serena Shoup is on the podcast to highlight what it means to be a Profit Conscious CEO and the four numbers that matter when it comes to making the wisest business decisions. Talking numbers may not be as exciting as receiving the ping of every sale alert, but the bottom line matters as you’re growing a sustain...2023-11-0827 min
The New Generation Entrepreneur PodcastStreamlining Your Book Keeping, Write-Offs, and More with Serena ShoupWhen most people start a business, their focus is on revenue, sales, and bringing in money. Which is great (and necessary for running a business), but they also tend to overlook bookkeeping and taxes. This almost cost me tens of thousands of dollars, and it could cost you BIG money in savings, taxes, and more if you’re not careful. So on this episode of the podcast, I brought in a CPA and bookkeeping expert to talk about write-offs and healthy money management practices. Join me and Serena Shoup, the founder of Of Course Bookkeeping, who...2023-10-3156 minThe Ambitious Bookkeeper Podcast115 ⎸ [SYSTEMS] Onboarding with Alyssa LangSend us a textIn this SYSTEMS episode, we have Alyssa Lang (Workflow Queen!) on with us again! We talk about ensuring clarity & efficiency in your client's onboarding journey, and we highlight the significance of creating seamless systems that allow for easier outsourcing or delegation.In this episode you’ll hear:the importance of separating processes in onboardingtech and tools we both use to automate onboarding as much as possiblea walk through of the onboarding process & touch points with clientsResources mentioned in this episode (some of these are affiliate li...2023-09-1336 min
Course Creator Community Podcast | Online Courses, Course Creation, Membership Sites and Online MarketingOrganising Finances for a New Online Business with Serena ShoupWelcome to the Course Creator Community PodcastIn this episode, Jono interviews Serena ShoupSerena is an accountant specifically for Course Creators. She’s also a Coach and a Mentor Dedicated to elevating the bookkeeping and accounting profession through mentoring & inspiring Bookkeepers. She’s the host of The Ambitious Bookkeeper® Podcast Connect with Serena:https://www.linkedin.com/in/serenashoup/https://www.instagram.com/ambitiousbookkeeper/---Want to connect with the Course Creator Community on Facebook?Join the Course Creator Community Facebook Group. We ha...2023-07-3045 minThe Ambitious Bookkeeper Podcast103 ⎸ [Q&A] Why DIY E-Commerce is no-goSend us a textIn this Q&A episode, Serena talks about her experience taking a break from social media and how it benefited her mental health. She also shares tips on managing business social media pages and taking a closure period to focus on CEO work. Plus, you’ll hear her answer questions related to pricing and managing Ecommerce. Come get some actionable tips!In this episode you’ll hear:details on Serena’s social media hiatushow we handle holiday/closure periodshow to include software subscriptions in your pricingstrategies related to DIY Ec...2023-06-2143 minThe Ambitious Bookkeeper Podcast102 ⎸ [Q&A] Simplify Your Clients Onboarding ExperienceSend us a textIn this Q&A episode, we’re tackling all things client onboarding. Serena shares tips on automating follow-ups, creating custom proposals, and scheduling follow-up appointments to gauge client interest. Plus, tips for recruiting and creating a checklist for future hires. This one is packed with goodies!In this episode you’ll hear:software recommendations for creating proposals & for HR supporthow to present multiple service options to potential clientshow to implement flat-rate pricinghow to establish credibility with new clientsResources mentioned in this episode:See how...2023-06-1428 minThe Ambitious Bookkeeper Podcast101 ⎸ [Q&A] Keeping it Secure: File sharing for BookkeepersSend us a textOn this episode, we’re airing another Q&A! This time, Serena answers questions from our very own Ambitious community. She shares tips and tricks on file-sharing systems, backup software, core values, hiring strategies, and more.In this episode you’ll hear:how to utilize Google Drive and Hubdoc for your businessstrategies for finding quality candidates for hiringperks of being in BBA VIPResources mentioned in this episode:See how The Bookkeeping Business Accelerator® VIP can help you start or grow your bookkeeping business ↗️Th...2023-06-0743 minThe Ambitious Bookkeeper Podcast98 ⎸ Balancing Client Acquisition with Delivering on PromisesSend us a textIn this episode, Serena talks about how to balance gaining new clients with delivering on promises for current clients.In this episode you’ll hear:Prioritize communication with current clientsSchedule specific times for client acquisition effortsConsider outsourcing non-essential tasksExperiment with different strategies to find what works best for your businessSet realistic expectations for yourself and your clientsDon't be afraid to ask for help or advice from others in the industryResources mentioned in this episode:The Bookkeeping Business Accelerator - Open for enrollment on sal...2023-05-1822 min
Mamas Making MoreMama Minisode with Serena ShoupThis is the very first Mama Minisode bonus episode! I wanted you to hear directly from moms who are running successful online businesses. In each Mama Minisode episode I'm asking my guests the same two questions: 1. What advice would you give to moms just starting out or in the newer phase of their online business journey?2. What has your online business meant for you and your family?My first guest is Serena Shoup, CPA. Serena is a CPA turned bookkeeping business CEO, mentor for other bookkeepers and accountants, mom of 3, and...2023-05-0104 min
Accounting High127 Ambitiously Crossing the Burnout Bridge (feat. Serena Shoup, CPA)Episode 127 | Recorded November 18, 2022
In this episode, Scott talks to Serena Shoup, CPA about her journey from college to becoming a CPA and eventually starting her own business. They also discuss motherhood, work-life balance, personal branding, and the importance of being intentional with social media. Tune in to learn more about Serena's story and insights on building a successful career while still prioritizing family and personal growth.
Who is Serena?
Ambitious side hustles to motherhood
Building the business so that there was more family time
Business development and helping others2023-04-141h 42The Ambitious Bookkeeper Podcast88 ⎸ Creating a Plan for Taking the Leap with Meriah & SerenaSend us a textIn this episode, our leadership coach, Meriah, is interviewing ME, Serena, on my full story & journey on getting to where we are today!In this episode you’ll hear:How I got into accountingTips for managing a sidehustle/studying for the CPA examCreating a plan to leave your 9-5and much more!Resources mentioned in this episode:The Bookkeeping Business Accelerator🎙️ Should you get your CPA license?Thanks for listening. If this episode inspired you in some way, take a screenshot of you listeni...2023-03-0854 minConquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)What to Expect When Your Priorities Change From When You First Started Your Business with Serena ShoupI interview Serena Shoup, a full time educator and CPA who’s the owner and founder of both Ambitious Bookkeeper and Of Course Bookkeeping. She shares what business is like when your priorities shift throughout the years, exercises you can do to align yourself with your priorities and what her word of the year is.In this episode you’ll hear:The difference in priorities at the start of your business vs when you’ve been doing this a whileAn easy exercise to put your priorities into perspectiveHow we shifted the Breakthrough retreats to help s...2023-02-1452 min
The Ramble Refinery with Heather SagerLet's Talk Money: Confidently Handling Your Business Financials with my CFO, Serena ShoupWhether you’re just getting started as a business owner or you’ve been at it for years, it’s essential to have a firm grasp and a complete understanding of your business financials. Part of being confident in your brand is also understanding your finances—and there’s no one I trust more when it comes to this than my CFO, Serena Shoup.I ask Serena, who you might remember from episode 140, has graciously taken the mic while I rest and recover my voice.Serena is a founding member from our program, The Speake...2022-10-1830 minThe Ambitious Bookkeeper Podcast68 ⎸ Client turned Bookkeeper with Austen & GinaSend us a textIn this episode, Serena Interviews former Clients: Austen & Gina Meier and they discuss some effective ways to market (especially if you have a niche) and tips for getting on your client’s level with how you talk to them.In this episode you’ll hear:strategies for niching downwhere to find your clientswhat business owners struggle with — where you can help!Connect with Austen and Gina here: https://www.linkedin.com/in/austenmeierThanks for listening. If this episode inspired you in some way, take a scre...2022-10-0544 minThe Ambitious Bookkeeper Podcast64 ⎸ How we collaborate with clients Part 2Send us a text 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 lin...2022-09-0751 minThe Ambitious Bookkeeper Podcast63 ⎸ How we work virtually as a team Part 1Send us a text 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...2022-08-2429 min
I Love BookkeepingHow to Make the Transition from Growing to Scaling a Business with Serena ShoupWhen should you make the transition from growing to scaling a business? Co-hosts Hannah Robinson and Melissa Honan talk to Serena Shoup from Of Course Bookkeeping - they discuss how bookkeepers can transition from growing to scaling a business, eliminate the growing pains, and maximize their chances of getting it right. Serena Shoup is the Host of the Ambitious Bookkeeper Podcasts and the Owner of Of Course Bookkeeping. She's on a mission to mentor bookkeepers and accountants so they can leave behind the stress of working their 9 to 5. Hannah asks Serena why she decided to start a business...2022-08-1136 min
The Modern CPA Success ShowCulture as a Success and Performance Driver with Serena Shoup"I want to build a certain culture. I wanna make sure that everyone is on board with our values from the very beginning. So even in the interview process, we talk about our values and make sure that the questions we're asking will enable people to answer based on their values. And then, just how they interact with us throughout the interview process can say a lot too" - Serena Shoup The finer details of this episode :Who is Serena Shoup? What does the Ambitious Bookkeeper do? What hiring practices help them hire based on cul...2022-07-1342 minThe Ambitious Bookkeeper Podcast[BONUS] How to Package + Sell Advisory Services with Alyssa + SerenaSend us a textListen in on a recent Masterclass I cohosted with Alyssa Lang, the Workflow Queen. To watch the masterclass and/or join the Elevate Summer Sprint before July 5th go here: https://www.ambitiousbookkeeper.com/replaytag me and Alyssa on Instagram as you listen with your big takeaways!@ambitiousbookkeeper@workflowqueenJoin the Bookkeeping Biz Workshops for just $37 HERE> Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify2022-07-011h 19The Ambitious Bookkeeper Podcast49 ⎸ Creating a Seamless Onboarding Experience with Kendra CourtneySend us a textThe onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra Courtney, who has helped me and countless other bookkeepers and accountants with setting up their Onboarding workflows using Dubsado.In this episode you’ll hear:How to capture lead informationInformation you should have on your proposalsWhen the best time is to implement a system like Dubsado for onboardingYou can connect with Kendra on Instagram or her website2022-05-1849 minThe Ambitious Bookkeeper Podcast48 ⎸ Be a Digital CEO with James WedmoreSend us a textFor 10 years, James Wedmore taught entrepreneurs and online business owners how to leverage the power of online video and YouTube marketing to reach more people, share their message and convert more customers. In 2016, James made a massive shift to focus on a big gap missing in the marketplace: the mindset needed for entrepreneurship. He launched a totally woo-woo podcast, the Mind Your Business Podcast and his signature program, Business By Design. Today he helps coaches, experts, content creators, and authors not only to craft better marketing messages but also how to ditch the “hu...2022-05-111h 05The Ambitious Bookkeeper Podcast47 ⎸ What is the deal with Advisory?Send us a textIn this solo episode, you’re going to be listening to a Facebook Live I did, covering:What is Advisory?6 Services you could offer as advisoryHow to handle charging for itHow to handle doing these for freeWhere to learn how to perform some of these servicesMake sure you follow me on Facebook so you catch the next livestream in this series and you can ask the questions YOU have!Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit ou...2022-05-0423 minThe Ambitious Bookkeeper Podcast46 ⎸ Building a remote Virtual CFO Firm with Jody GrundenSend us a textThis week I’m interviewing Jody Grunden co-founder and CEO of Summit CPA Group, a leading Virtual CFO firm in the creative agency space. We are talking about scaling, removing yourself from your firm, offering CFO services, building an amazing virtual team culture, and lots of things in between.After we stopped recording, I told Jody I wished I’d found his firm when I was still working in corporate because I totally would’ve worked for him. If you’re not ready to start your own firm or know it isn’t fo...2022-04-2846 minThe Ambitious Bookkeeper Podcast45 ⎸ When Will I Be Ready for Advisory?Send us a textYou’re most likely already offering some level of advisory and either not aware or not confident enough to charge for it. And if not... In this week’s episode, I’m going to answer the question “When will I be ready for advisory” and give you some ideas of things you could offer.We cover:what is advisory?why would you want to offer it?how will you know you’re ready?what do you need in place first?where to go to learn?Join the Elevate: Summer Sprint to st...2022-04-2025 minThe Ambitious Bookkeeper Podcast44 ⎸ Best Advice from Accounting Course CreatorsSend us a textIn this special episode, I’m bringing in 3 very special and powerful women in the accounting space: Katie Ferro, Keila Hill-Trawick, and Noemi Aguilar-Horta These three women are some of the other accounting/bookkeeping specific course creators that I asked to provide their top advice to you as course creators in our specific niche.This is a continuation of a series I’m putting together around creating courses, as so many people in our community have asked about creating courses. These women bring real solid not-sugar coated advice about creating courses.2022-04-1515 minThe Ambitious Bookkeeper Podcast43 ⎸ What Creating a Course Has Actually Given MeSend us a textIn this solo episode I’m taking you back to 2019 & when I started the Ambitious Bookkeeper Brand. This is a behind the scenes of how it all started in case you’re new around here, and even if you’re not, you may hear some things you didn’t know.This episode is really to give you a look at what creating a course has done for me and so many other people, so whether you’re interested in creating a course or just curious about the Ambitious Bookkeeper Brand story, you’ll hav...2022-04-0631 minThe Ambitious Bookkeeper Podcast42 ⎸ How to help clients that want to DIYSend us a textWondering how you can serve DIY clients?In this solo episode I go into some ideas, experiences, and lessons learned around offering a DIY service to clients, questions to ask yourself before going down this path, and as always, some actionable tips for getting started.To enter the Workshop Bundle Giveaway, make sure you subscribe, screenshot this episode, type out what action you’re taking, and tag me on instagram @ambitiousbookkeeper or Facebook @serenashoupcpa.📧 Get the free Niche Guide: www.ambitiousbookkeeper.com/nicheThanks for liste...2022-03-3022 min
Cleveland Mompreneur Guide Podcast35. Becoming More Financially Savvy with Serena ShoupReady to debrief your launches and monthly revenue like a pro.... so you can make more impact and money?.That's exactly how Serena Shoup is helping us today!.From Profit First to her Money Mindset knowledge to just being a fellow momprenuer and online business owner who gets it..Serena packed this episode with 3 tweaks you can make today to become the BOSS of your finances and future..SHOW NOTES2022-03-2837 min