The Ambitious Bookkeeper Podcast

197 ⎸ [Q&A] Tech, Pricing, Client Acquisition, & Services


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Are you dreaming of starting your own bookkeeping business but feeling overwhelmed by all the decisions you need to make? You're not alone. As someone who's built a successful bookkeeping practice from scratch, I know firsthand that figuring out what services to offer, how to price them, where to find clients, and what technology you need can feel like navigating a maze.

In this episode you’ll hear:

  • Advice on determining pricing strategies for bookkeeping services
  • Practical methods for finding clients
  • Recommendations for essential tech tools for new bookkeepers
  • What bookkeeping services are most in-demand and how to decide which ones to offer

Resources mentioned in this episode:

  • Ambitious Bookkeeper Free Training: http://www.ambitiousbookkeeper.com/training
  • Mini Courses: http://www.ambitiousbookkeeper.com/store
    • Pricing for Profit
    • Bookkeeping Client Closer
  • Bookkeeping Business Accelerator: http://www.ambitiousbookkeeper.com/bba
  • Software tools mentioned: 
    • QuickBooks
    • Xero
    • Shopify
    • TaxJar
    • A2X
    • Hubdoc
    • Calendly
    • Google Suite/Workspace
    • Zoom
    • Loom
    • Asana
    • Canva
    • Dubsado


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: https://www.ambitiousbookkeeper.com
  • Follow the Blog: https://www.ambitiousbookkeeper.com/blog
  • Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
  • Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
  • Connect on Facebook: https://www.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:

  • Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
  • Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
  • Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)

To fill out The State of Virtual Bookkeeping Survey, click HERE.

For each response, I'll be donating $1 to charity: water. Learn more here.

Join the next free training at ambitiousbookkeeper.com/training

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The Ambitious Bookkeeper PodcastBy Serena Shoup, CPA

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