The Ambitious Bookkeeper Podcast

165 ⎸ Tax: Should you offer it?


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In this solo episode, I’m chatting about a question I got from one of you awesome listeners: should you add tax services to your bookkeeping biz? We’ll weigh the pros and cons, talk about building your own client base, and figure out if expanding your services is the right move for you.

In this episode you’ll hear:

  • building a personal book of business
  • advantages of hiring a tax specialist
  • benefits & drawbacks of offering tax services
  • my experience with tax services


Resources mentioned in this episode:

  • My free training: https://www.ambitiousbookkeeper.com/training
  • My courses: https://www.ambitiousbookkeeper.com/store
  • The Bookkeeping Business Accelerator® (BBA): https://www.ambitiousbookkeeper.com/vip
  • Email your question to [email protected] with the subject line “Podcast Question”
  • My YouTube channel: http://www.youtube.com/@ambitiousbookkeeper



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, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

  • Visit our website: ambitiousbookkeeper.com
  • Follow the Blog: ambitiousbookkeeper.com/blog
  • Connect on Instagram: instagram.com/ambitiousbookkeeper
  • Connect on Threads: threads.net/@ambitiousbookkeeper
  • Connect on Facebook: Facebook.com/serenashoupcpa


Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

  • Podcast Editing: Sabr Media LLC
  • Descript (affiliate link)
  • Buzzsprout (affiliate link)


Join The Bookkeeping Business Accelerator-VIP before March 17th >> https://www.ambitiousbookkeeper.com/vip

Join the Meet The Coaches + BBA Info Session | March 12 @ 4PM Pacific >> https://evt.to/d1qq02b8xjl4

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The Ambitious Bookkeeper PodcastBy Serena Shoup, CPA

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