The Ambitious Bookkeeper Podcast

[MINI] Ep 3 | 5 Key Reports


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In this MINIsode, I explain 5 key financial reports that you should be delivering your clients!

You’ll hear:

  • how often you should be delivering these reports to clients
  • how to set up these reports in Xero


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: ambitiousbookkeeper.com

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Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

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Podcast Publishing Tools we use:

  • Podcast Editing: Sabr Media LLC
  • Descript (affiliate link)
  • Buzzsprout (affiliate link)
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The Ambitious Bookkeeper PodcastBy Serena Shoup, CPA

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