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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

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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23:26

217 ⎸ What You *Actually* Need to Start Your...

The Ambitious Bookkeeper Podcast ·

2025/09/24

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: The complete education and experience foundation you needAll the paperwork and co...

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40:00

216 | Why You Might be Feeling Exhausted with...

The Ambitious Bookkeeper Podcast ·

2025/09/17

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: How I went from a healthy mom to barely functioni...

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26:54

215 | Is it time to migrate your clients to Xero?

The Ambitious Bookkeeper Podcast ·

2025/09/09

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: how to know if it’s time to leave QBOsteps to take to migrate your clientsresources and benefits of being a Xero PartnerResources mentioned in this episode: Sign up for the Xero Partner Program: https://xeroamericas.partnerlinks.io/79afz10exu7d (affiliate link)Why we’re a Xero Firm Episode 19: https://www.buzzsprout.com/1774460/9399655Jetcon...

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14:33

214 ⎸ Entrepreneurship Isn’t Hard

The Ambitious Bookkeeper Podcast ·

2025/09/03

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: Why it matters who you hang aroundThe issues with "venting" sessions with other business ownersThe posi...

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41:04

213 | Building a Bookkeeping Business From Scratch

The Ambitious Bookkeeper Podcast ·

2025/08/27

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...

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38:35

212 | Q&A How to Get Clients to Respond, Creating...

The Ambitious Bookkeeper Podcast ·

2025/08/20

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: Getting Clients in Niche MarketsHandling Unresponsive ClientsRecording Startup ExpensesBookkeeping Practice TestsUsing Airtable, Asana, and DubsadoClient Management and Team StructureMigrating New Cli...

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24:43

211 ⎸ Now is Always the Best Time to Start

The Ambitious Bookkeeper Podcast ·

2025/08/13

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: How I got into accountingThe exact steps I too...

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28:55

210 ⎸ My Secret to Managing Time & Prioritizing What...

The Ambitious Bookkeeper Podcast ·

2025/08/06

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: How to implement a Sunday planning ritualThe exact tools I useHow I organize my entire week in under 20 minutesMy secret methodology for fi...

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60:51

209 ⎸ How to stop procrastinating with Robin Emdon

The Ambitious Bookkeeper Podcast ·

2025/07/30

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: The neuroscience behind procrastinationThe three neurotransmitters you need to g...

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244 results

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