Send us a text

It’s the 200th episode of The Ambitious Bookkeeper Podcast and Serena pulls back the curtain on her bookkeeping firm's 2024 performance, sharing both the wins and challenges. She gets real about client churn, revenue growth, personal struggles with mold toxicity, and the hard lessons learned about communicating with clients who aren't taking crucial financial advice.

In this episode you’ll hear:

• Client management reality check - How one client's bankruptcy and fraud issues led to major communication style changes
• Personal health struggles - Living in toxic mold for 2 years and how it affected business decisions and energy levels
• 2025 strategy shifts - Moving away from high-ticket CFO services toward team-handled base packages for better work-life balance

Resources mentioned in this episode:

• Episode 175 | Threads: Is it Worth it? https://youtu.be/Ola7HlpRy2U
• Elevate: https://www.ambitiousbookkeeper.com/elevate
• Elevate Mastermind (only for program graduates)
• Dubsado Decoded (with Kendra Courtney): https://kendracourtney.com/dubsado-decoded/
• AI Unlocked Summit registration: https://ambitiousbookkeeper--gemmabonhamcarter.thrivecart.com/ai-unlocked/619bde31ff59d/
• Bookkeeping Biz Workshops (launching August 2025)
• Xero, QBO, Hubdoc, ChatGPT, Asana, Airtable, TaxJar, A2X, Dubsado
• Business by Design (James Wedmore's program): https://www.jameswedmoretraining.com/
• Xero Con, Podcasting Moms Conference, BBD Live, Wave Seattle
• Prescott Area Young Professionals

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>>