The Ambitious Bookkeeper Podcast

221 ⎸ [Q&A] Pricing Cleanups, Marketing, and Cyber Insurance


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Hey guys! This month's live Q&A was packed with real talk about the nitty-gritty of running a bookkeeping business. We covered everything from pricing cleanups (spoiler: diagnostics are your best friend) to getting cyber insurance (yes, it's non-negotiable), and I even got vulnerable about my experience juggling babies and business. If you've ever wondered how to market to trades, what reports clients actually need, or how to take maternity leave as a business owner, this episode is for you!

In this episode you’ll hear:

  • How to price cleanups without Getting Burned
  • Marketing Strategies that Actually Work for Your Niche
  • Cyber Insurance
  • Maternity Leave and Business

Resources mentioned in this episode:

  • Jock Wols - featured on Ambitious Bookkeeper Podcast for cyber insurance discussion: https://youtu.be/QmXfN_PaKWE
  • Karrisa Martino - Health Insurance Specialist: ambitiousbookkeeper.com/blog/121
  • Elevate: https://www.ambitiousbookkeeper.com/elevate
  • Confident Compliance Bundle: https://www.ambitiousbookkeeper.com/offers/tgPgMBJ7
  • Mini Course Bundle: https://www.ambitiousbookkeeper.com/offers/vYYfsxH9
  • Akadian: https://fastandeasyqbo.samcart.com/referral/ihiA1kYR/8Duca0gOuAg8wpjF
  • Email List - Sign up at: https://www.ambitiousbookkeeper.com/subscribe
  • Keeper: https://keeper.app/?via=serena
  • Canva: https://www.canva.com/join/relish-scale-floristic
  • Upcounsel: https://www.upcounsel.com/rf/8dCYxoOU
  • Housecall Pro: https://link.hscll.com/3i3yr
  • Lady Pros Facebook Group
  • Alignable

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.

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The Ambitious Bookkeeper PodcastBy Serena Shoup, CPA

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