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PODCAST

The Ambitious Bookkeeper Podcast

Serena Shoup, CPA

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.comBBA:

business careers

All Episodes

37:28

198 ⎸ Building toward an Exit with Maggie Lord

The Ambitious Bookkeeper Podcast ·

2025/05/07

Send us a text In 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 M...

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39:20

197 ⎸ [Q&A] Tech, Pricing, Client Acquisition, &...

The Ambitious Bookkeeper Podcast ·

2025/04/30

Send us a text Are you dreaming of starting your own bookkeeping business but feeling overwhelmed by all the decisions you need to make? You're not alone. As someone who's built a successful bookkeeping practice from scratch, I know firsthand that figuring out what services to offer, how to price them, where to find clients, and what technology you need can feel like navigating a maze. In this episode you’ll hear: Advice on determining pricing strategies for bookkeeping servicesPractical meth...

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40:32

196 ⎸ The Comeback Blueprint: What Every Ambitious...

The Ambitious Bookkeeper Podcast ·

2025/04/23

Send us a text In 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, ...

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12:26

195 | Bookkeeping in the Fair Tax Era

The Ambitious Bookkeeper Podcast ·

2025/04/16

Send us a text In 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...

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7:18

194 | Organizing and Managing Work Production in Your...

The Ambitious Bookkeeper Podcast ·

2025/04/09

Send us a text Running a bookkeeping or accounting firm means juggling multiple clients, deadlines, and deliverables - often leading to that feeling of "I'm drowning in work!" As someone who's built a successful practice while working 20 hours or less per week, I've discovered that how you organize and manage your workflow makes all the difference between constant overwhelm and smooth operations. Whether you're flying solo or leading a small team, these three actionable strategies will help y...

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16:30

193 | Marketing without Social Media

The Ambitious Bookkeeper Podcast ·

2025/04/02

Send us a text Serena 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...

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10:33

192 | How to Combat Imposter Syndrome

The Ambitious Bookkeeper Podcast ·

2025/03/26

Send us a text In this episode I’m tackling a listener ‘struggle’: Imposter Syndrome. This is also a MINI episode, which means you can view the video on YouTube! While you’re there, make sure to subscribe! Resources mentioned in this episode: The Bookkeeping Biz WorkshopsMy FREE TrainingThanks 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 abou...

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9:33

191 | Setting up TaxJar for eCommerce Businesses

The Ambitious Bookkeeper Podcast ·

2025/03/19

Send us a text In 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 e...

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33:48

190 ⎸ Building Business Together with Megan Tobler

The Ambitious Bookkeeper Podcast ·

2025/03/12

Send us a text In 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.Mega...

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9:22

189 | Are There Remote Bookkeeping Opportunities Still?

The Ambitious Bookkeeper Podcast ·

2025/03/05

Send us a text Our MINI episodes are also YouTube videos - and may be better viewed on YouTube. Click here to watch! https://youtu.be/7zH54q8eR6I In this episode you’ll hear me answer a listener submitted question about the opportunities available in accounting & bookkeeping and how to find the right one for you! Resources mentioned in this episode: The Ultimate Guide to a Profitable Bookkeeping Business: https://ambitiousbookkeeper.com/trainingLeave your questions for me HERE: https://sp...

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51:33

188 | How to Become a Better Leader with Alyssa Lang

The Ambitious Bookkeeper Podcast ·

2025/02/24

Send us a text In this episode, Alyssa Lang, my biz bestie & The Workflow Queen dives into what it truly means to be a great leader, focusing on how to move beyond everyday tasks and really lead your firm. She breaks down five key pillars of leadership that will help you build a scalable, profitable, and well-aligned business. Alyssa shares her personal journey, explaining how shifting your mindset, setting the right offers, creating smooth systems, building a strong company culture, and ...

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30:49

187 ⎸ How to Handle Sales Tax with Brian Greer of...

The Ambitious Bookkeeper Podcast ·

2025/02/19

Send us a text Hey there, welcome back to The Ambitious Bookkeeper Podcast! Today, I'm chatting with Brian Greer from TaxConnex about all things sales tax. Whether you're a sales tax newbie or just looking for a way to outsource, we've got you covered. So grab your favorite drink, get comfy, and let's dive into making sales tax a bit less daunting. In this episode you’ll hear: Meet Brian GreerDiscover what "nexus" really means in sales taxLearn about the Wayfair decisionLearn about TaxConnexI...

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30:18

186 ⎸ [Q&A] E-commerce, Digital Products & the CFO Title

The Ambitious Bookkeeper Podcast ·

2025/02/12

Send us a text Hey there! Welcome back to another episode of The Ambitious Bookkeeper Podcast. This week, join me as I dive into a treasure trove of archived Q&A content. We’re talking year-end tips, the ins and outs of e-commerce, using that CFO title wisely, and loads more. So grab your favorite drink, get comfy, and let's dive right in. Enjoy! In this episode you’ll hear: Get the lowdown on stepping into the wild world of e-commerce bookkeeping and why it might not be the best first cl...

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10:18

Correcting Bank Balances in Xero

The Ambitious Bookkeeper Podcast ·

2025/02/03

Send us a text In this video I’m demonstrating how to adjust bank balances when you’re cleaning up a Xero bank reconciliation. We’ll cover: spend money transactionsreceive money transactionsmanually reconciling transactionsconversion balances (adjusting the beginning balance)Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Bookkeeper using Xero: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate ...

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10:25

[Tech] OpenPhone for 2FA & Client Communication

The Ambitious Bookkeeper Podcast ·

2025/01/31

Send us a textWe use OpenPhone instead of Google voice for 2FA codes and for client communication. I'll go over that in this video and show you our setup.Here's how to work around needing to pay for multiple users as your team grows:Make sure you have a central email inbox setup (like help@yourdomain.com or support@yourdomain.com) Give your entire team access to this (we save the login info in 1Password)Use this to create your account on OpenPhoneHave everyone download the Desktop and/or...

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45:12

184 ⎸ Weekly (Micro) Reporting for Clients with Shea...

The Ambitious Bookkeeper Podcast ·

2025/01/29

Send us a textIn this interview episode, we're diving into the world of micro reporting and weekly client updates with Shea Keats and Michelle Röse from Breakaway Advising. If you've ever been curious about adding a personal touch to your client advisory, this one's for you!In this episode you’ll hear:what micro reporting is all abouthow the concept of joy and compassion can revolutionize client relationships and business successtips on picking the right clients and services to match your bus...

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36:26

183 ⎸ Keys to Growth & Pricing with Ryan Lazanis

The Ambitious Bookkeeper Podcast ·

2025/01/22

Send us a textIn this interview episode, I chat with Ryan Lazanis from FutureFirm about growth strategies and pricing tips to help streamline your firm. Whether you're just getting started or looking to scale, Ryan shares some golden nuggets on navigating the world of accounting business with ease and purpose.In this episode you’ll hear:Ryan’s journey from starting Zen Accounting to selling it and then launching FutureFirmcool ways to get clientshow to communicate pricing increases without an...

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41:00

182 ⎸ The #1 Event to Attend this Year with Erin Pohan

The Ambitious Bookkeeper Podcast ·

2025/01/15

Send us a textIn this interview episode we've got the incredible Erin Pohan joining us to talk all about her journey in accounting, and to share some exciting news about WAVE, the must-attend event for women in accounting this year!In this episode you’ll hear:Erin’s incredible journey from having just one side client to now running her very own bookkeeping firmall the exciting details about the upcoming WAVE conference in Seattlestrategies for making lasting connections at eventsResources men...

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29:47

181 ⎸ 1099 Training - Updates for 2025

The Ambitious Bookkeeper Podcast ·

2025/01/08

Send us a textWelcome to 1099 Season! If this is your first 1099 season, buckle up, I’m here to help! Tune in today to hear an overview of what to know about 1099s so you’re armed with the confidence to take this on, and improve your processes for next year!In this episode you’ll hear:All the types of 1099sReporting requirements, deadlines & thresholdsInternational vendorsAnd lots of tips and insights along the way!Resources mentioned in this episode:Confident Compliance BundleIRS Publica...

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14:23

180 ⎸ How to Make this Year More Profitable

The Ambitious Bookkeeper Podcast ·

2025/01/01

Send us a textIn this solo episode, we’re diving into some killer strategies to boost your profits in the new year. We’ll chat about updating your systems, tracking those important numbers, and all the behind-the-scenes moves that can make 2025 your most successful year yet!In this episode you’ll hear:secrets on tracking your profitability and why it's a game-changerthe lowdown on updating engagement letters, adding clauses, and managing scope changeshow to handle clients mixing business with...

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233 results

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