The Ambitious Bookkeeper Podcast

Send a text Welcome back to our monthly live Q&A! We took a little break, but we're back and ready to tackle all your burning questions about building your bookkeeping business. Whether you're just getting started or scaling your firm, this episode is packed with real talk and practical advice. In this episode you’ll hear: Resources mentioned in this episode: https://xeroamericas.partnerlinks.io/79afz10exu7dhttps://www.referquickbooks.com/s/Serena4https://www.katieferro.com/a/38894/2PQNgtvvhttps://www.myriskdesk.comhttps://www.dubsado.com/?c=shoupcpahttps://referworkspace.app.goo.gl/Xo4G https://www.ambitiousbookkeeper.com/bbahttps://www.ambitiousbookkeeper.com/elevatehttps://www.ambitiousbookkeeper.com/offers/tgPgMBJ7https://serenashoup.krtra.com/t/IKUxtNZoz7lFhttps://kendracourtney.com/dubsado-decoded/https://fastandeasyqbo.samcart.com/referral/GymChallenge/8Duca0gOuAg8wpjFThanks 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: https://www.ambitiousbookkeeper.comhttps://www.ambitiousbookkeeper.com/bloghttps://www.instagram.com/ambitiousbookkeeperhttps://www.threads.net/@ambitiousbookkeeperhttps://www.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 ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: https://www.iangilliam.com/sabr-media-llchttps://get.descript.com/u7lubkx09073

Send us a text In this episode, Serena interviews Hunter Rademaker and they talk about Hunter’s expertise on sales in accounting, emphasizing client qualification, communication, advisory roles, and strategic hiring for growth. In this episode you’ll hear: Resources mentioned in this episode: https://www.facebook.com/serenashoupcpaMeet Hunter Rademacher My name is Hunter Rademacher, and I work in sales at CSI Accounting & Payroll. I spend my days speaking directly with small business owners — from one-person operations to companies with 100 employees — helping them navigate bookkeeping, payroll, cleanup work, and ongoing accounting support. Because I’m on the front lines of these conversations, I get a clear view into why small businesses choose a bookkeeper, why they leave one, and what they actually want from an accounting partner. I’ve learned where trust breaks down in the sales process and how bookkeeping firms can position their services more confidently and profitably. Connect with Hunter LinkedIn: https://www.linkedin.com/in/hunter-rademacher/ 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: https://www.ambitiousbookkeeper.comhttps://www.ambitiousbookkeeper.com/bloghttps://www.instagram.com/ambitiousbookkeeperhttps://www.threads.net/@ambitiousbookkeeperhttps://www.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 ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: https://www.iangilliam.com/sabr-media-llchttps://get.descript.com/u7lubkx09073https://www.buzzsprout.com/?referrer_id=1753696

Send us a text The 'One Big Beautiful Bill' introduces significant tax changes for 1099s, depreciation, and employer credits, emphasizing meticulous bookkeeping for compliance and savings. Listen in to the conversation with Adrian & Serena as they unpack the need-to-know highlights for bookkeepers and how you can stand out in the industry by making a few small changes to your processes. In this episode you’ll hear: 1099 Reporting ChangesBonus Depreciation and Section 179Tips and Charitable ContributionsEmployer Tax Credits and DeductionsPass-Through Entity Tax and ReconciliationResources mentioned in this episode: Confident Compliance Bundle205 ⎸ Protecting Your Clients from Audits with Ex Irs Auditor Adrian LopezMeet Adrian I’m Adrian Lopez, a Certified Public Accountant (CPA) and former IRS Revenue Agent. During my tenure as a Revenue Agent in the IRS Small Business / Self-Employed Division, I audited self-employed and small business taxpayers like restaurants, construction contractors, real estate agents & brokers, wealth managers, tax preparers, and farmers. Now, I help individuals, families, small businesses, and non-profits thrive by providing quality tax return preparation, tax planning & advisory, bookkeeping & accounting, and tax representation. Connect with Adrian Website: https://anlcpa.com/ Linkedin: https://www.linkedin.com/in/adrianl1996/ 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: https://www.ambitiousbookkeeper.comhttps://www.ambitiousbookkeeper.com/bloghttps://www.instagram.com/ambitiousbookkeeperhttps://www.threads.net/@ambitiousbookkeeperhttps://www.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 ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: https://www.iangilliam.com/sabr-media-llchttps://get.descript.com/u7lubkx09073https://www.buzzsprout.com/?referrer_id=1753696

Send us a text Before we close things down for the holidays, I decided to bring back one of my favorite interviews from the vault. In 2021 during one of our Bookkeeping Biz Workshop rounds, I brought Katie on to chat about a program she had just created—which is still going strong today—in fact, has been revamped and redesiged since she created it, and I want to make sure you all know about it. But more so than that, I wanted to bring this conversation back to you in case you’re planning for the new year. This will give you some things to consider, especially if you’re balancing motherhood with building your business, or dreaming of starting your business in 2026. In this episode you’ll hear: stable, scalable foundationBecome a Bookkeeper (BABS)Resources mentioned in this episode: Become A BookkeeperConnect with Katie: : instagram.com/orderlyaccountingbykatie Listen to Katie’s Podcast: Profits & Prosecco Sign up for Become A Bookkeeper 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: https://www.ambitiousbookkeeper.comhttps://www.ambitiousbookkeeper.com/bloghttps://www.instagram.com/ambitiousbookkeeperhttps://www.threads.net/@ambitiousbookkeeperhttps://www.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 ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: https://www.iangilliam.com/sabr-media-llchttps://get.descript.com/u7lubkx09073

Send us a text I had the best conversation with Kelly Sinclair about something that's been on my mind (and probably yours too): how to actually use AI without losing the human connection that makes your business YOU. We dive deep into why social media might not be the lead generator you think it is, how to build visibility strategies that don't rely on the algorithm, and how AI can actually help you show up MORE human, not less. In this episode you’ll hear: Resources mentioned in this episode: https://kellysinclair.thrivecart.com/the-90-day-visibility-sprint-podcast/?coupon=SERENAPODMeet Kelly Kelly Sinclair is a visibility strategist, AI-powered marketing expert, and host of Entrepreneur School. An accidental tech nerd and professional mom taxi, she helps entrepreneurs ditch random acts of marketing, build visibility habits that actually work, and grow through intentional visibility—not by selling their soul to social media. Connect with Kelly Podcast: https://entrepreneurschool.ca/podcast/ Instagram: https://www.instagram.com/ksco_kelly/ 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: https://www.ambitiousbookkeeper.comhttps://www.ambitiousbookkeeper.com/bloghttps://www.instagram.com/ambitiousbookkeeperhttps://www.threads.net/@ambitiousbookkeeperhttps://www.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 ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: https://www.iangilliam.com/sabr-media-llchttps://get.descript.com/u7lubkx09073https://www.buzzsprout.com/?referrer_id=1753696Get access to the Dubsado Decoded Private Podcast Series here>>

Send us a text In this episode, I'm chatting with my friend Kelsey Silver about something so many of you have been asking about - how the heck are we supposed to use AI without compromising our clients' security? Kelsey has a super unique background and she breaks down exactly what we need to look for when evaluating AI tools for our firms. Plus, she shares about her AI app Foresight HQ that helps you identify your hottest leads in your Instagram DMs - no more chasing people who just wanted the freebie! In this episode you’ll hear: Resources mentioned in this episode: Meet Kelsey Kelsey Silver is a data and AI strategist and the founder of ForesightHQ, an AI-powered DM lead tracker designed for business owners who want to follow up in their DMs without feeling like a sales robot. With a background in psychology, 10+ years in corporate analytics, and a deep love for systems that actually fit your life, Kelsey helps entrepreneurs find the hidden gold in their data so they can sell smarter and with more integrity. When she’s not decoding buyer signals or mapping launch strategies, you can find her at a Ren Faire with her daughter or decompression from reading spreadsheets all day with a bag of Oreos and an oat milk chai latte. Connect with Kelsey Instagram: @kelseyesilver Website: https://kelseysilver.com/ App: https://foresighthq.app 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: https://www.ambitiousbookkeeper.comhttps://www.ambitiousbookkeeper.com/bloghttps://www.instagram.com/ambitiousbookkeeperhttps://www.threads.net/@ambitiousbookkeeperhttps://www.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 ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: https://www.iangilliam.com/sabr-media-llchttps://get.descript.com/u7lubkx09073Subscribe to stay in the know about Black Friday: ambitiousbookkeeper.com/subscribe Black Friday Sale happens November 28 - Dec 2 Get access to the Dubsado Decoded Private Podcast Series here>>

Send us a text This episode is best watched on YouTube > In this episode, I'm walking you through one of my absolute favorite tools for keeping your business audit-proof: Hubdoc. I'll show you exactly how we use it at Of Course Financial to help our clients manage their supporting business documents digitally, save hundreds of hours every year, and stay compliant with IRS requirements. Plus, I've got some exciting announcements about upcoming Xero tutorials, the Bookkeeping Biz Workshops re-airing, and our Black Friday sale! In this episode you’ll hear: Resources mentioned in this episode: https://www.irs.gov/businesses/small-businesses-self-employed/what-kind-of-records-should-i-keepFor experienced bookkeepers & accountants: Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >> Grab my FREE Start your Bookkeeping Biz Checklist >> Grab my FREE New Client Onboarding Templates >> For new bookkeepers: Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** >> For creators: Become a client at my firm, Of Course Financial >> For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: ambitiousbookkeeper.comambitiousbookkeeper.com/bloginstagram.com/ambitiousbookkeeperthreads.net/@ambitiousbookkeeperPodcast Publishing Tools we use: Sabr Media LLCDescriptBuzzsprouAFFILIATE DISCLAIMER We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority. Get access to the Dubsado Decoded Private Podcast Series here>>

Send us a text Hey guys! This month's live Q&A was packed with real talk about the nitty-gritty of running a bookkeeping business. We covered everything from pricing cleanups (spoiler: diagnostics are your best friend) to getting cyber insurance (yes, it's non-negotiable), and I even got vulnerable about my experience juggling babies and business. If you've ever wondered how to market to trades, what reports clients actually need, or how to take maternity leave as a business owner, this episode is for you! In this episode you’ll hear: How to price cleanups without Getting BurnedMarketing Strategies that Actually Work for Your NicheCyber InsuranceMaternity Leave and BusinessResources mentioned in this episode: https://youtu.be/QmXfN_PaKWEhttps://www.ambitiousbookkeeper.com/elevatehttps://www.ambitiousbookkeeper.com/offers/tgPgMBJ7https://www.ambitiousbookkeeper.com/offers/vYYfsxH9https://fastandeasyqbo.samcart.com/affiliates/loginhttps://www.ambitiousbookkeeper.com/subscribehttps://keeper.app/?via=serenahttps://www.canva.com/join/relish-scale-floristichttps://www.upcounsel.com/rf/8dCYxoOUhttps://link.hscll.com/3i3yrThanks 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: https://www.ambitiousbookkeeper.comhttps://www.ambitiousbookkeeper.com/bloghttps://www.instagram.com/ambitiousbookkeeperhttps://www.threads.net/@ambitiousbookkeeperhttps://www.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 ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: 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

Send us a text some links are affiliate links Want to see my weekly timesheets? Follow me on Threads: https://www.threads.net/@ambitiousbookkeeper No one talks enough about the amount of time that goes into an online course business. So I’m talking about it today. In this episode you’ll hear: Resources mentioned in this episode: For experienced bookkeepers & accountants: Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >> Grab my FREE Start your Bookkeeping Biz Checklist >> Grab my FREE New Client Onboarding Templates >> For new bookkeepers: Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** >> For creators: Become a client at my firm, Of Course Financial >> For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: ambitiousbookkeeper.comambitiousbookkeeper.com/bloginstagram.com/ambitiousbookkeeperthreads.net/@ambitiousbookkeeperPodcast Publishing Tools we use: Sabr Media LLCDescriptBuzzsprouAFFILIATE DISCLAIMER We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority. Get access to the Dubsado Decoded Private Podcast Series here>> Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Send us a text Cyber scams targeting bookkeepers are getting more sophisticated, and I'm sitting down with insurance expert Jock Wols to talk about what's happening in our industry right now. I even share my own recent experience being targeted through the Gusto partner directory—twice in one day! If you think it won't happen to you, think again. This conversation is packed with real stories, practical tips, and the insurance knowledge you need to protect your business in 2025. In this episode you’ll hear: Resources mentioned in this episode: Behind the Scenes Newsletter (Past Volumes) >watch the video version on YouTube >> Meet Jock Wols Jock is the Founder and CEO of RiskDesk, an insurance broker and technology company based out of Lexington, Kentucky. In partnership with Nationwide, he established the PT Pro platform (https://www.ptprocover.com) to serve small business’ insurance needs. He has almost 20 years of experience to help professionals manage their risk by delivering market-leading E&O / Professional Liability and Cyber Liability insurance solutions. Before he established RiskDesk in 2017, Jock managed the professional liability portfolio at XL Catlin and was based in London, New York and Lexington. He graduated from Washington & Lee University with a BSc in 2004 and obtained his MBA from New York University in 2013. Connect with Jock Reach out directly to Jock at jock.wols@myriskdesk.com or (859) 327-5594. 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: https://www.ambitiousbookkeeper.comhttps://www.ambitiousbookkeeper.com/bloghttps://www.instagram.com/ambitiousbookkeeperhttps://www.threads.net/@ambitiousbookkeeperhttps://www.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 ambitiousbookkeep 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

Send us a text In this episode, I sat down with Margie Remmers-Davis, founder and CEO of Akadian Accounting Education, to talk about what it really takes to learn QuickBooks Online. If you've ever felt like the ProAdvisor certification didn't actually prepare you to do bookkeeping work, this conversation is for you. Margie shares her incredible journey from stay-at-home mom to bookkeeping educator, and we dive deep into how she's revolutionizing the way people learn QBO and bookkeeping. In this episode you’ll hear: Resources mentioned in this episode: https://www.akadian.comhttps://www.akadian.com/everythinghttps://www.akadian.com/lockerroomhttps://www.booksmatch.usMeet Margie Pressure is the only way to form diamonds. Margie Remmers-Davis, known as the Aha Queen of Accounting Education, is transforming what many consider a dry, boring subject into something practical, hands-on, engaging, and fun! After an unexpected divorce forced her to start over, she uncovered major gaps in accounting education while rebuilding her career through bookkeeping. Drawing on her background in software training, she founded Akadian Accounting Education, which has since empowered over 20,000 bookkeepers with the confidence, clarity, and skills to thrive. In recognition of its rapid growth and impact, Akadian was named to the prestigious Inc. 5000 list of America’s fastest-growing companies. Connect with Margie 👥 Linkedin: https://www.linkedin.com/in/margie-remmers/ 📺 YouTube: https://www.youtube.com/@akadianeducation 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: https://www.ambitiousbookkeeper.comhttps://www.ambitiousbookkeeper.com/bloghttps://www.instagram.com/ambitiousbookkeeperhttps://www.threads.net/@ambitiousbookkeeperhttps://www.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 ambiti 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

Send us a text Hey there! In this episode, I'm breaking down exactly what you actually need to start your bookkeeping business - no fluff, just the tactical stuff that matters. As someone who accidentally started my bookkeeping business as a side hustle to motherhood and now mentors other bookkeepers, I'm sharing the five non-negotiables that will set you up for success from day one. In this episode you’ll hear: Resources mentioned in this episode: For experienced bookkeepers & accountants: Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >> Grab my FREE Start your Bookkeeping Biz Checklist >> Grab my FREE New Client Onboarding Templates >> For new bookkeepers: Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper >> For online course creators: Become a client at my firm, Of Course Financial >> For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: ambitiousbookkeeper.comambitiousbookkeeper.com/bloginstagram.com/ambitiousbookkeeperthreads.net/@ambitiousbookkeeperFacebook.com/serenashoupcpaPodcast Publishing Tools we use: Sabr Media LLCDescriptBuzzsproutAFFILIATE DISCLAIMER We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority. Get access to the Dubsado Decoded Private Podcast Series here>> Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Send us a text In this episode, I'm sharing my personal journey through toxic mold exposure and the health challenges that nearly broke me as a mom and business owner. I'm joined by my nutritionist Dariella Gonitzke, who I met at BBD Live when I was at my lowest point. We dive deep into how stress, environmental factors, and hormonal changes can completely derail your health - and what you can actually do about it. In this episode you’ll hear: Resources mentioned in this episode: https://saravitanutrition.thrivecart.com/the-midlife-wellness-audit/https://www.youtube.com/@SaravitaNutritionhttps://saravitanutrition.com/Meet Dariella Dariella Gonitzke is a registered dietitian and functional medicine practitioner dedicated to helping women overcome persistent health issues—like hormonal imbalances, digestive troubles, and stubborn weight gain—through personalized, holistic care. Drawing on her own healing journey with hormonal imbalances and migraines, she offers science-backed nutrition plans, advanced lab testing, and lifestyle support to uncover the root causes of symptoms and restore vitality. With a compassionate, “test‑not‑guess” approach, Dariella guides clients toward sustainable transformation—so they can feel energized, balanced, and fully themselves again Connect with Dariella 📱 Instagram: https://www.instagram.com/nutrition.for.perimenopause/ 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: https://www.ambitiousbookkeeper.comhttps://www.ambitiousbookkeeper.com/bloghttps://www.instagram.com/ambitiousbookkeeperhttps://www.threads.net/@ambitiousbookkeeperhttps://www.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 ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: https://www.iangilliam.com/sabr-media-llchttps://get.descript.com/u7lubkx09073Get access to the Dubsado Decoded Private Podcast Series here>> Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Send us a text Is it time to move your clients to Xero? Let’s talk about some considerations, before you embark on this path In this episode you’ll hear: Resources mentioned in this episode: https://xeroamericas.partnerlinks.io/79afz10exu7dhttps://www.buzzsprout.com/1774460/9399655https://jetconvert.com/usa-pricing/—For experienced bookkeepers & accountants— Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >> Grab my FREE Start your Bookkeeping Biz Checklist >> Grab my FREE New Client Onboarding Templates >> —For new bookkeepers— Learn the fundamental accounting skills with Xero in Katie Ferro's Become a Bookkeeper >> —For online course creators— Become a client at my firm, Of Course Financial >> For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: ambitiousbookkeeper.comambitiousbookkeeper.com/bloginstagram.com/ambitiousbookkeeperthreads.net/@ambitiousbookkeeperFacebook.com/serenashoupcpaPodcast Publishing Tools we use: Sabr Media LLCDescriptBuzzsproutAFFILIATE DISCLAIMER We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links on our blog. However, our recommendations are based on our own research and expertise, and your trust is our priority. Get access to the Dubsado Decoded Private Podcast Series here>>

Send us a text Hey ambitious bookkeepers! In this week's audio-only episode, I'm getting real about a bold statement: entrepreneurship isn't hard. I know, I know - you're probably thinking I've lost it, right? But hear me out. This episode dives into how our mindset and the people we surround ourselves with can completely shift our experience as business owners. In this episode you’ll hear: Resources mentioned in this episode: Behind The Scenes NewsletterThanks 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: https://www.ambitiousbookkeeper.comhttps://www.ambitiousbookkeeper.com/bloghttps://www.instagram.com/ambitiousbookkeeperhttps://www.threads.net/@ambitiousbookkeeperhttps://www.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 ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: https://www.iangilliam.com/sabr-media-llchttps://get.descript.com/u7lubkx09073https://www.buzzsprout.com/?referrer_id=1753696

Send us a text Today I'm re-airing one of my favorite spotlight episodes featuring two incredible BBA students - Erin and Misa. These ladies built thriving bookkeeping businesses from absolutely nothing, and I'm sharing their real, raw stories plus giving you an update on where they are now (spoiler alert: they're both crushing it!). If you've been wondering whether you can actually make this work while juggling life, work, and family, this episode is going to give you all the inspiration you need. In this episode you’ll hear: Resources mentioned in this episode: https://www.ambitiousbookkeeper.com/vipMeet Erin As Founder of UpKeeping® and a proud student in The Ambitious Bookkeeper community, Erin is changing the old & boring stereotypes of the accounting industry. Erin and her team support new entrepreneurs and already-established small business owners by being their #1 financial cheerleader/concierge/communicator. Connect with Erin 👥 Linkedin: https://www.linkedin.com/in/erinpohan/ Meet Misa As the founder and CEO of Perfectly Kept Books®, she is on a mission to help women get comfortable with their numbers so they can feel empowered to make better business decisions. Misa knows that bookkeeping can be a real barrier to success, and she is passionate about removing that barrier by making bookkeeping easy and stress-free. Connect with Misa 🌐 Website: www.perfectlykeptbooks.com 📱 Instagram: @perfectlykeptbooks 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: https://www.ambitiousbookkeeper.comhttps://www.ambitiousbookkeeper.com/bloghttps://www.instagram.com/ambitiousbookkeeperhttps://www.threads.net/@ambitiousbookkeeperhttps://www.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 ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: https://www.iangilliam.com/sabr-media-llchttps://get.descript.com/u7lubkx09073Join this cohort of The Bookkeeping Business Accelerator®️> Register for the Information Session HERE> August 26th - 5 PM PST

Send us a text Hey everyone! This month's live Q&A was packed with so many golden nuggets for your bookkeeping business. We covered everything from client management to getting started with confidence - basically all the real stuff you're dealing with day-to-day. In this episode you’ll hear: Resources mentioned in this episode: https://www.ambitiousbookkeeper.com/viphttp://bkworkshops.online/https://www.ambitiousbookkeeper.com/contacthttps://xeroamericas.partnerlinks.io/79afz10exu7dhttps://www.dubsado.com/?c=shoupcpahttps://openph.one/referral/XA0kFFRThanks 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: https://www.ambitiousbookkeeper.comhttps://www.ambitiousbookkeeper.com/bloghttps://www.instagram.com/ambitiousbookkeeperhttps://www.threads.net/@ambitiousbookkeeperhttps://www.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 ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: https://www.iangilliam.com/sabr-media-llchttps://get.descript.com/u7lubkx09073https://www.buzzsprout.com/?referrer_id=1753696Join the Bookkeeping Biz Workshops for just $37 HERE> Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Send us a text Hey ambitious bookkeepers! In this episode, I'm getting real about my "accidental" start in accounting and why NOW is always the best time to start your bookkeeping business. I'm sharing my journey from elementary education major to single mom working at a health food co-op, all the way to building my own virtual bookkeeping firm while raising kids. Spoiler alert: success doesn't require a perfect plan! In this episode you’ll hear: 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 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: ambitiousbookkeeper.comambitiousbookkeeper.com/bloginstagram.com/ambitiousbookkeeperLinkedin.com/in/SerenaShoupFacebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Sabr Media LLCDescriptBuzzsproutJoin the Bookkeeping Biz Workshops for just $37 HERE> Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Send us a text In this episode, I'm sharing one of my most game-changing strategies - my Sunday evening planning ritual. If you're feeling overwhelmed juggling kids, home life, and building your business, this 15-20 minute weekly practice will help you take back control of your time and align your week with what truly matters. In this episode you’ll hear: Resources mentioned in this episode: Passion Planner Sample PagesPassion PlannerThanks 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: https://www.ambitiousbookkeeper.comhttps://www.ambitiousbookkeeper.com/bloghttps://www.instagram.com/ambitiousbookkeeperhttps://www.threads.net/@ambitiousbookkeeperhttps://www.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 ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: https://www.iangilliam.com/sabr-media-llchttps://get.descript.com/u7lubkx09073https://www.buzzsprout.com/?referrer_id=1753696Join the Bookkeeping Biz Workshops for just $37 HERE> Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Send us a text In this episode, I had an incredibly insightful conversation with Robin J. Emdon, author of "GetResultsology - The Science of Getting Stuff Done" and a productivity coach who specializes in helping people overcome procrastination. In this conversation Robin dives deep into the psychology behind why we procrastinate and provides concrete strategies to break free from it. In this episode you’ll hear: Resources mentioned in this episode: reallyusefultips.comskyrocketyourproductivitychallenge.comMeet Robin Robin J. Emdon is an accountability coach and creator of the GetResultsology® System. His journey started in his family’s retail business, but he soon realised his true passion was empowering others. In 2001, he trained as a life coach in the U.S., which led him to specialise in accountability coaching. During the 2020 pandemic, Robin faced his own challenge with procrastination despite years of coaching experience. Determined to find a solution, he developed the GetResultsology® System to help others and himself. Based in South Devon, England, Robin helps clients all over the world boost their income and profits by achieving extraordinary results through accountability coaching. In his spare time, he enjoys sharing his passion for local history. Connect with Robin 🌐 Main Website: getresultsology.com 💼 Linkedin: https://www.linkedin.com/in/robinjemdon/ 📱 Instagram: @robinjemdon https://www.instagram.com/robinjemdon/ 🎙️ Goalbusters Podcast: https://getresultsology.com/podcast/ 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: https://www.ambitiousbookkeeper.comhttps://www.ambitiousbookkeeper.com/bloghttps://www.instagram.com/ambitiousbookkeeperhttps://www.threads.net/@ambitiousbookkeeperhttps://www.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 ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Join the Bookkeeping Biz Workshops for just $37 HERE> Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify