Send us a text

In this May Q&A episode, Serena dives deep into the practical side of building a bookkeeping business, covering everything from software partnerships and pricing strategies to finding your niche and standing out from the competition. She shares real-world advice on working with Xero and Gusto, addresses common struggles with client onboarding, and provides actionable tips for bookkeepers at every stage of their journey.

In this episode you’ll hear:

• How to handle software costs and partnerships with Xero and Gusto
• Strategies to differentiate yourself in a crowded bookkeeping market
• The real talk on choosing your niche and why you shouldn't let others talk you out of what you love
• Game-changing client onboarding tactics that eliminate problem clients from day one

Resources mentioned in this episode:

• Xero, Gusto, QBO, Hubdoc, Jet Convert, Dubsado, Relay Bank, Squarespace, Kajabi, Bluehost & Hover
• Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bba
• BBA VIP upgrade option
• Squarespace for Bookkeepers program by Tia: https://www.riledupgoats.com/ssfb
• Bookkeeping Biz Workshops (coming August, evenings, 3 days)

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)

Join the Bookkeeping Biz Workshops for just $37 HERE>

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify