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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

29:13

235 ⎸ Why I only use Xero

The Ambitious Bookkeeper Podcast ·

2026/04/08

Send us Fan Mail I've been getting this question for years, and since I'm now on YouTube and Xero keeps rolling out new features, it was time to give this topic a serious refresh. In this episode, I'm breaking down all the reasons why I am a hundred percent Xero firm and why I genuinely love this software. This is not sponsored (but yes, please use my affiliate link!). I'm just a bookkeeper who has seen what a mess the alternative can create, and I want you to understand what you could have i...

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5:04

234 | April Podcast Update

The Ambitious Bookkeeper Podcast ·

2026/04/01

Send us Fan Mail This is a podcast update & what to expect here on the podcast for the month of April! Check out this week’s YouTube Video >> The New Xero Partner HubThanks 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: Visit our...

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16:31

233 ⎸ No More Arbitrary Price Increases [vlog]

The Ambitious Bookkeeper Podcast ·

2026/03/25

Send us Fan Mail This one is a little different. One day in February I decided to vlog my day.. a sort of behind the scenes of my day. I wasn’t sure what I was going to use this footage for. And then… I was inspired a couple weeks ago (by the time this comes out) to write another BTS Newsletter. The two are **completely unrelated in topics—** combining the voice over of my Newsletter (unfiltered thoughts combined with a little education + provoking thoughts) with my random vlogging day. I hop...

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24:28

232 | Using AI in Bookkeeping

The Ambitious Bookkeeper Podcast ·

2026/03/18

Send a text AI is changing the bookkeeping game, but it's not replacing us anytime soon. In this episode, I'm pulling back the curtain on Xero's built-in AI feature, JAX (Just Ask Xero), and walking you through exactly how we're testing it inside our own firm before rolling it out to clients. From auto bank reconciliation to creating invoices via conversation, there are some genuinely cool time-saving features here, but there's still a lot you need to be doing yourself. In this episode you’ll...

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43:14

231 | I’ve got a surprise!

The Ambitious Bookkeeper Podcast ·

2026/03/11

Send a text I have a big announcement to share and I've been so excited to finally let the cat out of the bag! Erin Pohan, one of our OG community members and founder of UpKeeping®, is joining me as co-coach for this upcoming cohort of the Bookkeeping Business Accelerator. I wanted to bring Erin on because she's lived this journey. She started from scratch just like you, built her firm to 50 clients and a team of three, and she did it using the BBA framework. This episode is a real, honest co...

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36:39

230 | [Q&A] AI Tools, Pricing, and Onboarding

The Ambitious Bookkeeper Podcast ·

2026/03/04

Send a text From AI tools and scope creep to finding your first clients and onboarding systems, whether you're just dreaming about starting a bookkeeping business or you're a few years in, there's something in here for you. In this episode you’ll hear: How I use AI in my firmPricing, scope creep, and tough money conversationsFinding your first five clientsOnboarding processResources mentioned in this episode: Bookkeeping Biz Workshops: https://www.ambitiousbookkeeper.com/workshopsOnboarding T...

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35:43

228 | [Q&A] Partnerships, Profit First, and Complex...

The Ambitious Bookkeeper Podcast ·

2026/02/11

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: Partnership pitfalls and planningTech stack essentialsHiring and leading your first employeePricing strategies for startups and special situationsResources mentioned in...

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50:51

227 | Increasing Your Sales with Hunter Rademacher

The Ambitious Bookkeeper Podcast ·

2026/01/28

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: Hunter’s unique sales roleThe sales process & qualifying new clientsAdvice for new bookkeepersClient retention & advisoryPricing & hiring a sales personResources mentioned in this episode: House of Revenue/Sales BQ - Consulting ...

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57:59

226 | Need to know OBBBA highlights for Bookkeepers...

The Ambitious Bookkeeper Podcast ·

2026/01/14

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 Charitabl...

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69:40

225 ⎸ Recast: Become a Bookkeeper with Katie Ferro

The Ambitious Bookkeeper Podcast ·

2025/12/17

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 ...

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43:46

224 | Using Human-First AI for Visibility with Kelly...

The Ambitious Bookkeeper Podcast ·

2025/12/10

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: Why taking a break from social medi...

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38:58

223 | Using AI Securely + to Land Clients with Kelsey...

The Ambitious Bookkeeper Podcast ·

2025/12/03

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 t...

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84:13

LIMITED ⎸ The Bookkeeping Biz Workshops Day 3

The Ambitious Bookkeeper Podcast ·

2025/11/19

Send us a text Welcome to this special workshop series that will only be up for a LIMITED TIME (Till December 1st) where we're diving deep into what it really takes to start and run a virtual bookkeeping business. This is the final episode of our three-part Bookkeeping Business Workshop series, where we're diving deep into designing the business. We're talking about your ideal business, your perfect-fit clients, and we're demystifying the sales process because I know that part freaks a lot of...

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79:39

LIMITED ⎸ The Bookkeeping Biz Workshops Day 2 - Tech...

The Ambitious Bookkeeper Podcast ·

2025/11/17

Send us a text Welcome to this special workshop series that will only be up for a LIMITED TIME (Till December 1st) where we're diving deep into what it really takes to start and run a virtual bookkeeping business. In this episode, we pull apart accounting tech stacks so you know what you need and what would be nice to have. In this episode you’ll hear: Complete accounting stack breakdownThe business stack that'll scaleWhat you actually need to startSolutions to common tech issuesResources men...

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79:32

LIMITED ⎸ The Bookkeeping Biz Workshops Day 1

The Ambitious Bookkeeper Podcast ·

2025/11/12

Send us a text Welcome to this special workshop series that will only be up for a LIMITED TIME (Till December 1st) where we're diving deep into what it really takes to start and run a virtual bookkeeping business. In this first session, we talked about imposter syndrome, limiting beliefs that hold us back, and the big scary topics everyone's whispering about: AI and market saturation. In this episode you’ll hear: The truth about AI and your bookkeeping careerWhy market saturation is a mythThe...

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13:56

222 [1] YT ⎸ Hubdoc: Audit-Proof Your Business

The Ambitious Bookkeeper Podcast ·

2025/10/29

Send us a text some links are affiliate links 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 ...

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53:02

221 ⎸ [Q&A] Pricing Cleanups, Marketing, and Cyber...

The Ambitious Bookkeeper Podcast ·

2025/10/22

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 e...

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11:00

220 | I worked 45 hours in August; and it’s not on...

The Ambitious Bookkeeper Podcast ·

2025/10/15

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: My profit margins for both my firm & my online course businessthe time I spend during launches & fulfillmenthow much time I spent in August 2025 on both businessesResources mentioned in this epis...

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56:56

219 | Top Scams Happening to Bookkeepers in 2025 with...

The Ambitious Bookkeeper Podcast ·

2025/10/08

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 episod...

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52:34

218 | Ready to *Actually* Learn QBO? With Margie...

The Ambitious Bookkeeper Podcast ·

2025/10/01

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 th...

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253 results

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