In this MINIsode, I answer the question, How do you get bank statements from your clients in a timely way?You’ll hear:systems my firm uses for getting bank statementswhat to ask your client during onboardingResources mentioned in this episode:Relay Bank (affiliate link)HubdocThanks 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, @ambitiousbookkeeperFor more information about the Ambiti...

[MINI] Ep 2 ⎸ How to Get Bank Statements in a Timely Way

The Ambitious Bookkeeper podcast is for bookkeepers &amp; accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners.&nbsp;

We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us:&nbsp;

Website: https://www.ambitiousbookkeeper.com&nbsp;

BBA: https://www.ambitiousbookkeeper.com/bba&nbsp;
Facebook: https://www.facebook.com/serenashoupcpa&nbsp;
LinkedIn: https://linkedin.com/in/serenashoup&nbsp;
Instagram: https://instagram.com/ambitiousbookkeeper

Education

Training

Language Courses

Higher Education

K-12

Educational Technology

Business

Investing

Careers

Management & Marketing

Business News

Shopping

Entrepreneurship

Self-Improvement

In this Q&A episode, we go over effective onboarding strategies to reduce turnover, and the importance of creating engaging content for your niche. Plus, get advice on how to communicate effectively with clients through structured emails and reports.In this episode you’ll hear:some 1099 tipstips for onboarding & training new employeesLinkedIn content & communicationhow to provide & explain monthly reports to clientsoffering calls/meetings to clientsworking with insurance broke...

150 | [Q&A] Thinking Outside of the Box

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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaS...

In this interview episode I’m chatting with Alison Lukin, CEO of Officially Social. From leveraging personal content to engaging with followers, Alison shares valuable insights on creating an impactful online presence. Join us as we explore the importance of social media, current trends, and practical tips for success.In this episode you’ll hear:importance of personalizing social media contentutilizing content calendars for social mediastrategies for visibility & engagementsocial media tr...

149 ⎸Social Media for Accountants with Alison Lukin

In this interview episode, I’m chatting with online business mentor Jessica Parr about the struggles of motherhood & entrepreneurship. We tackle the tough topics: the real talk on burnout, finding your value as an entrepreneur, and the huge shifts motherhood brings to business. Whether you’re navigating the entrepreneurial waters or figuring out how to blend business with baby, this convo is packed with relatable stories and insights.In this episode you’ll hear:the ramifications of burnou...

148 ⎸ Motherhood, Burnout, and Entrepreneurship with Jessica Parr

In this live Q&A session we touch on insights from a recent podcast on CFO services. Additionally, the host shares expertise on developing CFO services, handling quality control manually without specific software, the nuances of various client services like AR/AP, and strategies for finding and integrating team members. Questions from participants lead to discussions on LLC taxation, the benefits and complexities of S Corp status, and maintaining clear financial boundaries between busines...

[MINI] Ep 2 ⎸ How to Get Bank Statements in a Timely Way

Download our free app to listen on your phone