The Ambitious Bookkeeper Podcast

207 ⎸ [Q&A] Accrual Accounting and Client Management Insights


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Hey everyone! This month's live Q&A was packed with so many good questions from the community. We covered everything from client communication systems to accrual accounting transitions, and I even got to address some pricing questions that I know so many of you struggle with.

In this episode you’ll hear:

  • Client request systems and processes
  • Xero migrations and software recommendations
  • Accrual accounting deep dive
  • Pricing strategies and business growth

Resources mentioned in this episode:

  • Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d
  • Jet Convert: https://jetconvert.com/
  • Hubdoc: https://www.hubdoc.com/
  • Kajabi: https://app.kajabi.com/r/SLFEMUL4/t/uiptq7nu
  • Gusto: https://gusto.com:/partners/i/serena591
  • TaxJar: https://www.taxjar.com/
  • Keeper: https://keeper.app/?via=serena
  • Content Snare: https://contentsnare.com/#_r_serena58
  • Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bba
  • Elevate: https://www.ambitiousbookkeeper.com/elevate
  • Pricing for Profit: https://www.ambitiousbookkeeper.com/store
  • Bookkeeping Biz Workshops: bkworkshops.online
  • Ambitious Bookkeeper Facebook Group: https://www.facebook.com/groups/ambitiousbookkeeper
  • Alyssa Lang/Workflow Queen: https://www.workflowqueen.com
  • Katie Ferro's Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv
  • Bookkeeper Launch: https://sk293.isrefer.com/go/BLFS/SS64/
  • Akadian: https://fastandeasyqbo.samcart.com/referral/ihiA1kYR/8Duca0gOuAg8wpjF

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

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Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

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The Ambitious Bookkeeper PodcastBy Serena Shoup, CPA

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