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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

66:24

161 ⎸ The Alyssa + Serena Show Part 2

The Ambitious Bookkeeper Podcast ·

2024/08/07

Send us a Text Message.This 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 ...

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43:34

159 ⎸ [STRATEGY] Managing Process vs. People with...

The Ambitious Bookkeeper Podcast ·

2024/07/31

Send us a Text Message.In this strategy episode, I coach Becky Hesson through some business roadblocks. We delve into challenges with marketing, managing people, and seeking better and more efficient ways of doing things. If you have a team, you’ll definitely wanna tune into this one!In this episode you’ll hear:the challenge of ensuring consistency in monthly reportsuse of automation tools for improving processesrecommendations for handling client responses & setting deadlinesopen-door po...

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15:01

158 ⎸ The Onboarding Workflow

The Ambitious Bookkeeper Podcast ·

2024/07/24

In this solo episode I take you step by step through the onboarding process, outlining the various phases from capturing leads to gathering documents and starting the cleanup. Tune in to gain actionable tips and strategies for a seamless onboarding process and make sure to catch the YouTube videos linked in the show notes for an even deeper dive into the subject!In this episode you’ll hear:steps in the onboarding workflowsetting up question forms on your websitemodifying onboarding process fo...

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32:52

157 ⎸ How to Onboard Clients

The Ambitious Bookkeeper Podcast ·

2024/07/17

In this episode I’m exploring the world of client onboarding, while focusing on the use of Dubsado to automate the process. If you're interested in learning about automated onboarding processes and low-cost options, this episode is for you!In this episode you’ll hear:Challenges of managing multiple clients at the same timeSpecific details of the onboarding process using Dubsado, including lead capture, proposal creation, reminders, contract creation, and invoicingIntake forms tailored to clie...

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34:13

156 ⎸ [SPOTLIGHT] Onboarding Systems for Solo Firms...

The Ambitious Bookkeeper Podcast ·

2024/07/10

In this Spotlight episode I’m shining the spotlight on one of my BBA students, Corrie Scott - owner of Taylor Made Bookkeeping Solutions. Get ready to be inspired and empowered as we dive into the world of efficient onboarding systems and work-life balance in the realm of bookkeeping.In this episode you’ll hear:benefits & challenges of using Dubsado for onboarding clientsuse of lead capture form for client assessmentchallenges of running a solo firm without burning outproposal process, in...

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50:21

155 | [RE-AIR] Onboarding With Dubsado with Kendra...

The Ambitious Bookkeeper Podcast ·

2024/07/03

The 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 onboardingResources men...

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20:38

154 | [Q&A] QBO Integrations, Cyber Security, and More

The Ambitious Bookkeeper Podcast ·

2024/06/27

On Epsisode 154 I’m sharing another Q&A from the archives!You’ll hear me answer questions and jam on topics like:CybersecuritySetting up a small practiceswitching clients from month to month from a catch upthe importance of locking previous periods (are you doing this for your clients?!)various integration discussions, andthe possibility of planning a XeroCon MeetupThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it...

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14:59

153 ⎸ Balancing your Sidehustle with Corporate

The Ambitious Bookkeeper Podcast ·

2024/06/19

In this episode you’ll hear:How to stay focusedHow I stay organized & plan my workSetting your calendar up for your cycle and energy levelsResources mentioned in this episode (some are affiliate links):Pomodoro timerPassion Planner - make sure to link their sample weekly spreadThanks 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, @ambitiousbookkeeperFor more information about the ...

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9:02

152 | Offboarding Clients

The Ambitious Bookkeeper Podcast ·

2024/06/12

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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaS...

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23:16

151 ⎸ The Secret to Staying out of your Inbox

The Ambitious Bookkeeper Podcast ·

2024/06/05

This solo episode is inspired by a question from our community about wrangling client communication and staying organized. Tune in to hear some practical advice to keep you out of your inbox and your business running smoothly!In this episode you’ll hear:managing client emailsstreamlining client communicationutilizing central client care inbox for team visibilityprioritizing discussions with clientsusing tools like Hubdoc or DextResources mentioned in this episode:HubdocDextOpenPhone (affiliat...

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35:05

150 | [Q&A] Thinking Outside of the Box

The Ambitious Bookkeeper Podcast ·

2024/05/30

In this Q&A episode, we go over effective onboarding strategies to reduce turnover, and the importance of creating engaging content for your niche. Plus, get advice on how to communicate effectively with clients through structured emails and reports.In this episode you’ll hear:some 1099 tipstips for onboarding & training new employeesLinkedIn content & communicationhow to provide & explain monthly reports to clientsoffering calls/meetings to clientsworking with insurance broke...

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49:47

149 ⎸Social Media for Accountants with Alison Lukin

The Ambitious Bookkeeper Podcast ·

2024/05/22

In this interview episode I’m chatting with Alison Lukin, CEO of Officially Social. From leveraging personal content to engaging with followers, Alison shares valuable insights on creating an impactful online presence. Join us as we explore the importance of social media, current trends, and practical tips for success.In this episode you’ll hear:importance of personalizing social media contentutilizing content calendars for social mediastrategies for visibility & engagementsocial media tr...

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45:20

148 ⎸ Motherhood, Burnout, and Entrepreneurship with...

The Ambitious Bookkeeper Podcast ·

2024/05/15

In this interview episode, I’m chatting with online business mentor Jessica Parr about the struggles of motherhood & entrepreneurship. We tackle the tough topics: the real talk on burnout, finding your value as an entrepreneur, and the huge shifts motherhood brings to business. Whether you’re navigating the entrepreneurial waters or figuring out how to blend business with baby, this convo is packed with relatable stories and insights.In this episode you’ll hear:the ramifications of burnou...

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40:29

147 ⎸Another Q&A Episode!

The Ambitious Bookkeeper Podcast ·

2024/05/08

In this live Q&A session we touch on insights from a recent podcast on CFO services. Additionally, the host shares expertise on developing CFO services, handling quality control manually without specific software, the nuances of various client services like AR/AP, and strategies for finding and integrating team members. Questions from participants lead to discussions on LLC taxation, the benefits and complexities of S Corp status, and maintaining clear financial boundaries between busines...

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21:58

146 ⎸ Retirement Tax Credits with Matt Ruttenberg

The Ambitious Bookkeeper Podcast ·

2024/05/01

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34:00

145 ⎸ [Q&A] Pricing, Networking, & Growing

The Ambitious Bookkeeper Podcast ·

2024/04/24

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50:31

144 | Breakaway from the old Franchise model with...

The Ambitious Bookkeeper Podcast ·

2024/04/17

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50:03

143 ⎸Retirement Planning with Matt Ruttenberg

The Ambitious Bookkeeper Podcast ·

2024/04/10

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37:34

142 | Am I Ready for CFO Services? With Charles Leikauf

The Ambitious Bookkeeper Podcast ·

2024/04/03

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3:54

[MINI] 9 | Hubdoc Process for Clients

The Ambitious Bookkeeper Podcast ·

2024/04/01

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233 results

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