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In this interview episode we've got the incredible Erin Pohan joining us to talk all about her journey in accounting, and to share some exciting news about WAVE, the must-attend event for women in accounting this year!

In this episode you’ll hear:

• Erin’s incredible journey from having just one side client to now running her very own bookkeeping firm
• all the exciting details about the upcoming WAVE conference in Seattle
• strategies for making lasting connections at events

Resources mentioned in this episode:

• My performance at Xerocon
• Women in Accounting & Finance Entrepreneurs & Visionaries (WAVE) event in Seattle on May 22nd

Meet Erin

As Founder of UpKeeping® and a proud student in The Ambitious Bookkeeper community, Erin is changing the old & boring stereotypes of the accounting industry. Erin and her team support new entrepreneurs and already-established small business owners by being their #1 financial cheerleader/concierge/communicator.

When she’s not trying to make accounting more “fun”, Erin loves traveling the world with her family, playing the violin, and convincing accounting students & professionals that owning an accounting firm is the American dream.

Connect with Erin

• LinkedIn
• WAVE: Women in Accounting & Finance Entrepreneurs & Visionaries event on May 22, 2025.

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
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on Threads: threads.net/@ambitiousbookkeeper
• Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Join the next free training at ambitiousbookkeeper.com/training

Send us a text

Welcome to 1099 Season! If this is your first 1099 season, buckle up, I’m here to help! Tune in today to hear an overview of what to know about 1099s so you’re armed with the confidence to take this on, and improve your processes for next year!

In this episode you’ll hear:

• All the types of 1099s
• Reporting requirements, deadlines & thresholds
• International vendors
• And lots of tips and insights along the way!

Resources mentioned in this episode:

• Confident Compliance Bundle
• IRS Publication
• Tax1099
• Track1099
• Efile4Biz
• IRS FIRE System

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
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on Threads: threads.net/@ambitiousbookkeeper
• Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Join the next free training at ambitiousbookkeeper.com/training

Send us a text

In this solo episode, we’re diving into some killer strategies to boost your profits in the new year. We’ll chat about updating your systems, tracking those important numbers, and all the behind-the-scenes moves that can make 2025 your most successful year yet!

In this episode you’ll hear:

• secrets on tracking your profitability and why it's a game-changer
• the lowdown on updating engagement letters, adding clauses, and managing scope changes
• how to handle clients mixing business with personal transactions

Resources mentioned in this episode:

• Client Profitability Tracker
• Episode 129 | Planning for Profit
• Confident Compliance Bundle (1099s)
• Dubsado

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
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on Threads: threads.net/@ambitiousbookkeeper
• Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Send us a text

In this interview episode, we've got Emily Leahy sharing her incredible insights on managing energy in business, especially for us ambitious women out there. Forget the hustle; it's all about syncing with your personal cycles and making life work for you. You won't want to miss these gems!

In this episode you’ll hear:

• optimizing energy cycles, especially for women, and viewing performance through a feminine lens
• how women are often perceived as more emotional at work
• why it's important to work with, not against, our natural rhythms
• managing burnout by figuring out which energy "zone” you’re in

Resources mentioned in this episode:

• Efficiency Archetype Quiz
• Work with Emily 1:1

Meet Emily

Emily Leahy is the founder of The Feminine Template and certified executive performance and leadership coach trained at Brown University. With over a decade of experience building companies and coaching simultaneously, she's connected the dots that truly matter. Living in San Francisco, Emily has supported side-hustling, VC-backed, bootstrapped female entrepreneurs and corporate leaders. This journey has shown her that women perform differently than men and possess dormant superpowers waiting to be activated. She's on a mission to leverage physiology to revolutionize work, wealth, and wellness for ambitious women. By aligning with natural cycles and rhythms, she helps women harness their energy, sustain optimal performance, and lead with innovation and influence.

Connect with Emily

• Linkedin
• Threads
• Website

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
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on Threads: threads.net/@ambitiousbookkeeper
• Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Join the next free training at ambitiousbookkeeper.com/training

Send us a text

In this interview episode, we've got the amazing Liz Wilcox joining us to spill her secrets on turning email followers into friends, and eventually, loyal clients.

In this episode you’ll hear:

• secrets on capturing leads through strategic social media moves and savvy website setups
• Discover the "email staircase" and turn your followers into pals, then clients
• how Liz strategically places lead magnets all over a website
• the power of building a solid referral network and collaborating with other business owners

Resources mentioned in this episode:

• Episode 56 ⎸ Infusing Personality into Your Business
• Episode 13 ⎸ How to Use Email Marketing in Your Bookkeeping Business (Email Staircase)
• Email Marketing Membership (affiliate link)

Meet Liz

The Fresh Princess of Email Marketing, Liz Wilcox is an Email Strategist and Keynote Speaker showing small businesses how to build online relationships + make real money with emails. She’s best known for selling a blog, turning a $9 offer into multiple six-figures (without ads), and helping you untangle the email “knot” with her simple framework, the Email Staircase. She loves the 90s, headbands, and the beach.

Connect with Liz

🎁 Free Email Swipes for Building Your Email List

🌐 lizwilcox.com

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
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on Threads: threads.net/@ambitiousbookkeeper
• Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Join the next free training at ambitiousbookkeeper.com/training

Send us a text

By popular request, we’ve decided to air a summit presentation I did with Josie Parr, at her Profitable Lifestyle Firm Summit. I’m talking about crafting deliverables that matter for your clients. If you’d like to see the presentation slides, head over to my YouTube Channel!

In this episode you’ll hear how to:

• Maximize your value
• Shift your positioning
• Add value

Resources mentioned in this episode:

• Elevate
• Get on the waitlist for the next Profitable LifeStyle Firm Summit

Meet Josie

After putting in years of hard work at top 100 firms, Josie realized there was an opportunity to create a better way. She took a leap of faith and founded Josie Parr CPA LLC, a niche practice that is specifically focused on tax strategy clients.

In her first year, she tripled her revenue goals, reduced her work hours to a part-time schedule, and spends every day doing what she loves: working in tax strategy.

And now, her mission is to empower other tax professionals to transform into tax strategists by elevating their current skills and knowledge using the same proven systems and methods that brought her success.

Connect with Josie

🌐 solotaxcoach.com

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
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on Threads: threads.net/@ambitiousbookkeeper
• Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Join the next free training at ambitiousbookkeeper.com/training

Send us a text

In this interview episode, I’m hanging out with marketing whiz Madelyn Furlong. We’re diving into how to turn your clients into mega-fans that'll rave about your business. From personal touches to killer marketing strategies, we've got you covered.

In this episode you’ll hear:

• how having all your marketing needs handled by one team can save you tons of stress and time
• stories and tips on how adding a human touch can set your business apart
• how to keep things ultra-organized to respect your clients' time

Resources mentioned in this episode:

• Unreasonable Hospitality
• “3 Simple Strategies to Become More Visible, Get More Clients, and Increase Your Profit"
• ClickUp

Meet Madelyn

Having a standout marketing strategy doesn’t mean you have to share a new post every day that end in -y!

That’s where Madelyn Furlong comes in. She helps small businesses create ShowIt websites and engaging social media content so they can turn their leads into sales.

Madelyn uses her knowledge and experiences to help clients transform their customers into cheerleaders and take their business to the next level. By helping them create a standout website and social media, they can show up online with confidence.

Madelyn works as a small business marketing strategist in small-town Wetumpka, Alabama where she enjoys hiking, reading, and spending time with family.

Connect with Madelyn

📱 IG: @madelynvictoriaco

📄 Download “3 Simple Strategies to Become More Visible, Get More Clients, and Increase Your Profit" to learn what you can do right now to improve your business’ marketing. It's all about helping you save time and reduce stress by following marketing tactics that actually work.

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
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on Threads: threads.net/@ambitiousbookkeeper
• Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Join the next free training at ambitiousbookkeeper.com/training

Send us a text

In this solo episode, I’m diving into the world of Threads. Is it the next best thing for bookkeepers or just another time-sink? Let's figure it out together.

In this episode you’ll hear:

• the lowdown on what Threads is
• how Threads can pull over your Instagram followers
• how, in just three months, Threads helped me land a bunch of podcast interviews, a guest workshop, and even snag some new clients
• tips on managing your time on Threads

Resources mentioned in this episode:

• Follow me on Threads! >>

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
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on Threads: threads.net/@ambitiousbookkeeper
• Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Send us a text

In this interview episode, I chat with money guru Kara Perez about merging sustainable living with smart financial practices. If you've ever been curious how to save some green while going green, you'll love this one!

In this episode you’ll hear:

• practical, sustainable money practices that fit right into your life without breaking the bank
• advice on tackling emotional money barriers
• real-life stories on how folks save money while going green
• how Kara landed a book deal
• advice on managing busy seasons

Resources mentioned in this episode:

• Preorder Kara’s book, Green Money
• Gilmore Girls Money

Meet Kara

Kara Perez is the founder of Bravely Go, a sustainability focused financial education company. Bravely focuses on bringing actionable, intersectional and accessible financial education to people who never learned the language of money. She is the author of the book, Green Money. Kara has been featured in the New York Times, Good Morning America Forbes, NPR, Glamour, ABC Nightline News, and US News and World Report as a financial expert. Additionally, for 2 years Kara co hosted the award winning podcast The Fairer Cents, which has been named the top money podcast for women by Forbes and The Balance.

Connect with Kara

🌐 Website: bravelygo.co

📱 IG: @webravelygo

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
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on Threads: threads.net/@ambitiousbookkeeper
• Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Send us a text

In this interview episode, we've got Nicole Ayub, the fabulous Wall Street Girl Next Door, sharing her insights on money stories, emotional hang-ups, and shaking off that pesky shame around finances. Get ready to dive deep and rethink your money mindset!

In this episode you’ll hear:

• why we're all feeling funky about our finances and how to fix it
• a money exercise that'll help you discover what's really going on in that wallet of yours
• understanding your "money story”
• some real talk on financial shame

Resources mentioned in this episode:

• Brené Brown

Meet Wall Street Girl Next Door

Nicole’s passion is to help people have a healthy relationship with their money. She currently works on Wall Street and she’s been in the finance industry for over a decade and she has seen how we do not give people the support and resources they need to have a healthy relationship with their money. She created her brand so people can have a safe space to heal their relationship with money and talk about their struggles and overcoming them.

Connect with Wall Street Girl Next Door

📱 IG: @wallstreetgirlnextdoor

🎙️ The Money Diaries Podcast

📞 Schedule a free 30-min consultation

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
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on Threads: threads.net/@ambitiousbookkeeper
• Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)