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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

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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38:31

179 ⎸ Managing Your Energy in Business with Emily Leahy

The Ambitious Bookkeeper Podcast ·

2024/12/18

Send us a textIn this interview episode, we've got Emily Leahy sharing her incredible insights on managing energy in business, especially for us ambitious women out there. Forget the hustle; it's all about syncing with your personal cycles and making life work for you. You won't want to miss these gems!In this episode you’ll hear:optimizing energy cycles, especially for women, and viewing performance through a feminine lenshow women are often perceived as more emotional at workwhy it's import...

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37:14

178 ⎸ Lead Magnets & Email with Liz Wilcox

The Ambitious Bookkeeper Podcast ·

2024/12/04

Send us a textIn this interview episode, we've got the amazing Liz Wilcox joining us to spill her secrets on turning email followers into friends, and eventually, loyal clients.In this episode you’ll hear:secrets on capturing leads through strategic social media moves and savvy website setupsDiscover the "email staircase" and turn your followers into pals, then clientshow Liz strategically places lead magnets all over a websitethe power of building a solid referral network and collaborating w...

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27:55

177 | Crafting Deliverables that Matter

The Ambitious Bookkeeper Podcast ·

2024/11/27

Send us a textBy popular request, we’ve decided to air a summit presentation I did with Josie Parr, at her Profitable Lifestyle Firm Summit. I’m talking about crafting deliverables that matter for your clients. If you’d like to see the presentation slides, head over to my YouTube Channel!In this episode you’ll hear how to:Maximize your valueShift your positioningAdd valueResources mentioned in this episode:ElevateGet on the waitlist for the next Profitable LifeStyle Firm SummitMeet JosieAfter...

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35:48

176 ⎸ How to Transform Clients into Your Biggest...

The Ambitious Bookkeeper Podcast ·

2024/11/20

Send us a textIn this interview episode, I’m hanging out with marketing whiz Madelyn Furlong. We’re diving into how to turn your clients into mega-fans that'll rave about your business. From personal touches to killer marketing strategies, we've got you covered.In this episode you’ll hear:how having all your marketing needs handled by one team can save you tons of stress and timestories and tips on how adding a human touch can set your business aparthow to keep things ultra-organized to respe...

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10:20

175 ⎸ Threads: Is it worth it?

The Ambitious Bookkeeper Podcast ·

2024/11/13

Send us a textIn this solo episode, I’m diving into the world of Threads. Is it the next best thing for bookkeepers or just another time-sink? Let's figure it out together.In this episode you’ll hear:the lowdown on what Threads ishow Threads can pull over your Instagram followershow, in just three months, Threads helped me land a bunch of podcast interviews, a guest workshop, and even snag some new clientstips on managing your time on ThreadsResources mentioned in this episode:Follow me on Th...

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28:07

174 ⎸ Sustainable Money Practices with Kara Perez

The Ambitious Bookkeeper Podcast ·

2024/11/06

Send us a textIn this interview episode, I chat with money guru Kara Perez about merging sustainable living with smart financial practices. If you've ever been curious how to save some green while going green, you'll love this one!In this episode you’ll hear:practical, sustainable money practices that fit right into your life without breaking the bankadvice on tackling emotional money barriersreal-life stories on how folks save money while going greenhow Kara landed a book dealadvice on manag...

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36:19

173 ⎸ Money Stories & Shame around Money with Wall...

The Ambitious Bookkeeper Podcast ·

2024/10/30

Send us a textIn this interview episode, we've got Nicole Ayub, the fabulous Wall Street Girl Next Door, sharing her insights on money stories, emotional hang-ups, and shaking off that pesky shame around finances. Get ready to dive deep and rethink your money mindset!In this episode you’ll hear:why we're all feeling funky about our finances and how to fix ita money exercise that'll help you discover what's really going on in that wallet of yoursunderstanding your "money story”some real talk o...

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47:39

172 ⎸ Defining your Values in Life & Business with...

The Ambitious Bookkeeper Podcast ·

2024/10/23

Send us a textIn this interview episode I chat with Corree Roofener about how defining your personal and business values can transform your life. From nature walks & spiritual growth to aligning ethics to enhance your business, we're diving deep into what truly matters!In this episode you’ll hear:The overlap of business and personal valuesFoundational pillars of wealthAudit your values annuallyLeaving a legacy that’s different from what society expectsResources mentioned in this episode:F...

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39:17

171 ⎸ [ND] Bookkeeping with Neurodivergence with...

The Ambitious Bookkeeper Podcast ·

2024/10/16

Send us a textIn this interview episode, we dive into the world of bookkeeping with a twist—neurodiversity. Join me as I chat with Aneisha Velazquez from Yellow Sky Bookkeeping. She’s sharing her unique journey with autism and ADHD while offering tips on building better systems and communication. Grab a cup of coffee, and let’s get into it!In this episode you’ll hear:energy-focused schedulingthe art of setting boundaries in client work to keep your peace of mindhow to explain bookkeeping ling...

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25:45

170 ⎸ [ND] Starting a Neurodivergent Bookkeeping...

The Ambitious Bookkeeper Podcast ·

2024/10/09

Send us a textIn this interview episode, we're continuing our neurodivergent series and diving into the inspiring journey of Amy Burgess, a fellow neurodivergent and brilliant bookkeeper. If you're curious about building a business that truly reflects who you are and want some killer insights into making it happen, you don't wanna miss this one.In this episode you’ll hear:newer bookkeeping biz ownerher path into bookkeepinghow bookkeeping works for ND mindtips for operating with AuADHDtips fo...

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42:52

169 ⎸ [ND] Managing Business & Home with ADHD with...

The Ambitious Bookkeeper Podcast ·

2024/10/02

Send us a textThis is the first of a series we will be having on the podcast, all around neurodivergent businesses & bookkeepers. You can find these episodes by searching [ND] in brackets on our blog.In this episode you’ll hear:How to declutter & create systems in your homeOperating a business with ADHDPlanning your day in your businessHow to support a business owner with ADHD as their bookkeeperResources mentioned in this episode:Decluttering at the Speed of Life (book)Meet MegsAs a ...

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51:23

168 ⎸ Slowing down to create more success with Katy...

The Ambitious Bookkeeper Podcast ·

2024/09/25

Send us a textIn this interview episode, I’m chatting with Katy Murray, the brains behind the Gingerbiz Podcast. She’s a powerhouse who's done it all—from professional photography to managing HR for a big company, and even launching her own business, Katie & Co. We first connected through Threads, and it turns out we have a lot to chat about when it comes to finding success without burning out.In this episode you’ll hear:tips on slowing down to become more successful especially as a high-...

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241 results

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