The Ambitious Bookkeeper Podcast

199 | [Q&A] Handling Clients, Cash vs Accrual, Inventory, and Solo Bookkeeper Vacation Planning


Listen Later

Send us a text

This episode comes from April’s Live Q&A session, where Serena answered various questions from bookkeepers about pricing strategies, software recommendations, financial statement presentation, and business growth challenges.

In this episode you’ll hear:

  • Learn how to confidently set your prices for bookkeeping setups and avoid undercharging
  • Discover effective ways to present financial statements that truly benefit your clients
  • Find out how to balance multiple professional identities on LinkedIn
  • Get strategies for taking a break from your bookkeeping business without losing clients

Resources mentioned in this episode:

  • Podcast episode: "177 | Crafting Deliverables That Matter" https://youtu.be/sb_9SYI82h0
  • The Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba
  • Elevate program: https://www.ambitiousbookkeeper.com/elevate
  • Email subscription: https://www.ambitiousbookkeeper.com/subscribe
  • Payment processors: Stripe, PayPal, GoCardless, Pluto
  • Workflow Queen (Alyssa Lang): https://www.workflowqueen.com
  • Accounting software: Xero, QuickBooks, Wave
  • Payroll: Gusto
  • Client management: Dubsado
  • Spotify playlists for The Ambitious Bookkeeper Podcast


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)


Get access to the Dubsado Decoded Private Podcast Series here>>

Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

...more
View all episodesView all episodes
Download on the App Store

The Ambitious Bookkeeper PodcastBy Serena Shoup, CPA

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

60 ratings


More shows like The Ambitious Bookkeeper Podcast

View all
Accounting Best Practices with Steve Bragg by Steve Bragg

Accounting Best Practices with Steve Bragg

257 Listeners

The Successful Bookkeeper Podcast by Michael Palmer

The Successful Bookkeeper Podcast

86 Listeners

The Goal Digger Podcast | Top Business and Marketing Podcast for Creatives, Entrepreneurs, and Women in Business by Jenna Kutcher

The Goal Digger Podcast | Top Business and Marketing Podcast for Creatives, Entrepreneurs, and Women in Business

12,061 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

336 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

247 Listeners

SYSTEMIZE YOUR LIFE | Overwhelmed, Organized, Routines, Schedules, Time Management, Time Blocking, Business Systems, Online Business, Work-From-Home, SAHM by Chelsi Jo

SYSTEMIZE YOUR LIFE | Overwhelmed, Organized, Routines, Schedules, Time Management, Time Blocking, Business Systems, Online Business, Work-From-Home, SAHM

684 Listeners

The Bookkeepers' Podcast by The 6 Figure Bookkeeper

The Bookkeepers' Podcast

10 Listeners

Profits + Prosecco: The Podcast by Katie Ferro

Profits + Prosecco: The Podcast

68 Listeners

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen) by Alyssa Lang

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

96 Listeners

The Strategic Bookkeeper Podcast by Jeannie Savage

The Strategic Bookkeeper Podcast

0 Listeners

The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast by Paul Rosenblum

The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast

8 Listeners

Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101 by Erika Millard

Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101

57 Listeners

The Bookkeeper Blueprint Podcast™ with Sherry & Megan by Sherry Staggs & Megan Davis

The Bookkeeper Blueprint Podcast™ with Sherry & Megan

4 Listeners

Bookkeepers On Fire with Deb & Donna by Deb Kilsheimer & Donna Reade

Bookkeepers On Fire with Deb & Donna

10 Listeners

Bookkeeping Business Growth Podcast by Ida Azefor

Bookkeeping Business Growth Podcast

0 Listeners