The Ambitious Bookkeeper Podcast

50 ⎸ [STRATEGY] How to sell additional services your clients need


Listen Later

Send us a text

Such a special episode for you today! This is our 50th episode AND the kickoff of a new series we’ll be doing offering on air Strategy sessions. What better way to celebrate our 50th episode with a real-life mentoring session?!

Today I’ll be offering some strategy and advice to a current Bookkeeping Business Accelerator student, Penny Rose, CPA.

Penny is a CPA who offers tax advisory and preparation along with bookkeeping. Penny and her husband also offer financial coaching. They moved into their RV full time a couple of years ago. Penny is still working her 9-5 job and plans to support the family’s lifestyle with her business in the next year. Penny’s niche is content creators.

In this episode you’ll hear:

  • how to present additional services that a client would benefit from
  • how Penny is using visibility in her niche to grow her business
  • how Penny is embracing an abundant mindset combined with action to attract the right clients

If you’d like to connect with Penny, you can find her on

Instagram or LinkedIn

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 and Penny @fififofumpersonalcfo

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: 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: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools

  • Podcast Editing: Ian Gilliam: iangilliam.com
  • Descript (affiliate link)
  • Buzzsprout (affiliate link)

To fill out The State of Virtual Bookkeeping Survey, click HERE.

For each response, I'll be donating $1 to charity: water. Learn more here.

Join the next free training at ambitiousbookkeeper.com/training

...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

58 ratings


More shows like The Ambitious Bookkeeper Podcast

View all
The Amy Porterfield Show by Amy Porterfield

The Amy Porterfield Show

4,581 Listeners

Motivation with Brendon Burchard by Brendon Burchard

Motivation with Brendon Burchard

3,634 Listeners

Well-Oiled Operations with Stacy Tuschl by Stacy Tuschl

Well-Oiled Operations with Stacy Tuschl

507 Listeners

The Successful Bookkeeper Podcast by Michael Palmer

The Successful Bookkeeper Podcast

86 Listeners

The Goal Digger Podcast by Jenna Kutcher

The Goal Digger Podcast

12,055 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

339 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

247 Listeners

Hello Seven Podcast by Rachel Rodgers

Hello Seven Podcast

579 Listeners

The Rachel Cruze Show by Ramsey Network

The Rachel Cruze Show

3,719 Listeners

The Bookkeepers' Podcast by The 6 Figure Bookkeeper

The Bookkeepers' Podcast

9 Listeners

Profits + Prosecco: The Podcast by Katie Ferro

Profits + Prosecco: The Podcast

69 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)

95 Listeners

Smart Money Happy Hour with Rachel Cruze and George Kamel by Ramsey Network

Smart Money Happy Hour with Rachel Cruze and George Kamel

3,071 Listeners

The Strategic Bookkeeper Podcast by Jeannie Savage

The Strategic Bookkeeper Podcast

0 Listeners

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

The Bookkeeper Blueprint Podcast™ with Sherry & Megan

0 Listeners