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We want your questions! We’re putting together a special episode for our 100th episode. We’d love for you to submit a question to be answered on air! Record a voicenote and email it to [email protected] with the subject line: 100th Podcast

Loyalty is a good character trait, but it can be detrimental to the health of your business

Balancing loyalty to clients with prioritizing yourself and your business can be a challenging task, but it is an essential part of running a successful business

So in this episode, I’m jamming on ways to manage this and things to think about

Resources mentioned in this episode:

• Join the Bookkeeping Business Accelerator for support with this and other areas of your business >>

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 LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Follow on Twitter: twitter.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 we use:

• Podcast Editing: Sabr Media LLC
• 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.

Send us a text

In this episode you’ll hear:

• Misa’s journey from when she started The Bookkeeping Business Accelerator in 2020 to now
• Tips for standing out in our industry & getting clients
• Misa’s QBO Intensive process
• How to collect and organize ideas for future content
• Misa’s favorite part & most beneficial piece of being a part of The Bookkeeping Business Accelerator

Resources mentioned in this episode:

• Like Know Trust Show
• The Bookkeeping Business Accelerator

Misa is your go-to bookkeeping expert and QuickBooks guru.

As the founder and CEO of Perfectly Kept Books®, she is on a mission to help women get comfortable with their numbers so they can feel empowered to make better business decisions. Misa knows that bookkeeping can be a real barrier to success, and she is passionate about removing that barrier by making bookkeeping easy and stress-free.

Misa believes that everyone deserves to have access to the information and tools they need to thrive in their business no matter where they are in their business journey. If you're looking for a bookkeeper who is passionate about helping women succeed, look no further than Perfectly Kept Books.

She lives in Dallas, TX with her creative daughter. When she's not crunching numbers, she enjoys reading, listening to music, watching movies, and spending time with family and friends.

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 LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.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 we use:

• Podcast Editing: Sabr Media LLC
• 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

Send us a text

In this episode, Serena talks about how to balance gaining new clients with delivering on promises for current clients.

In this episode you’ll hear:

• Prioritize communication with current clients
• Schedule specific times for client acquisition efforts
• Consider outsourcing non-essential tasks
• Experiment with different strategies to find what works best for your business
• Set realistic expectations for yourself and your clients
• Don't be afraid to ask for help or advice from others in the industry

Resources mentioned in this episode:

• The Bookkeeping Business Accelerator - Open for enrollment on sale May 22-May 26

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 LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Follow on Twitter: twitter.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 we use:

• Podcast Editing: Sabr Media LLC
• 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.

Send us a text

We want your questions! We’re putting together a special episode for our 100th episode. We’d love for you to submit a question to be answered on air! Record a voicenote and email it to [email protected] with the subject line: 100th Podcast

In this interview episode, I interview a local CPA firm owner, Stephen Crandall, who I met at a Young Professionals Networking event! Stephen brings 10 years of experience running his firm into a value-packed conversation with me. you don’t want to miss this one! This episode is a must listen, no matter where you are on your journey, as it will give you insight to what it’s like to grow a sizable firm.

In this episode you’ll hear:

• transitioning from public audit to owning a firm
• handling big mistakes
• when you know you’re ready to strike out on your own
• developing talent
• acquisitions and more!

About Stephen:
Stephen is a CPA and CPA firm business owner. He started his firm in 2014 and has grown to a 25 person firm with offices in Prescott and Scottsdale, AZ. They are a traditional full service CPA firm but operate with a nontraditional fun, hard working, and very friendly group of professionals.

Connect with Stephen:

• Website: https://www.scaasolutions.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 LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.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 we use:

• Podcast Editing: Sabr Media LLC
• 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

Send us a text

Join us for another mini episode on leadership with our Leadership coach, Meriah Ayer, as she takes you inside of the Leadership Blueprint to share 7 questions you can ask yourself to help you discover if hiring is a fit for. Plus how to set yourself up for hiring successfully.

In this episode you’ll hear:

• How to know if hiring is a fit for you
• How to find the best candidate for your firm
• How to determine your boss brand

Resources mentioned in this episode:

• Core Values to Run Your Business On - Listen for some mission statement examples!
• [Leadership] Thinker, Doer, or Dreamer - Listen for how you can enhance your dreaming!
• [Leadership] Your Brand is More Than a Logo - Listen for why your mission, vision, and values are so foundational to your firm (even if you don’t plan on building a team!!)

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 LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.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 we use:

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

Sign up here for the Black Friday Updates >>

Send us a text

Listen in to an on-air strategy session with one of my students!

In this episode you’ll hear:

• How to handle 10k of prior year transactions on a cleanup when the client has already filed those taxes
• How to have a conversation with a client about compliance issues and presenting multiple options
• How to handle when a client doesn’t take your advice or can’t afford to hire you to implement

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 LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Follow on Twitter: twitter.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 we use:

• Podcast Editing: Sabr Media LLC
• 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

Send us a text

In this interview episode, I chat with Mallika Malhotra about brand strategy, niching, and positioning. A continuation of last week’s topic around marketing!

In this episode you’ll hear:

• How to begin working on your branding
• How to define a niche whether you’re established or brand new
• How to position your team as part of your branding if you are building an agency

Resources mentioned in this episode:

• Be sure to watch for her September Mastermind

Meet Mallika:
Mallika Malhotra is The Brand CEO, an award-winning branding expert, confidence-stirring mentor, dynamic speaker, and author. For years, she worked in corporate advertising on big brands like L’Oreal, Oil of Olay, and Hidden Valley Ranch. Now she helps women entrepreneurs master their message, stand out in their crowded market with a power niche, and develop brands that are magnetic, memorable and money-making. She’s on a mission to empower women to unleash their power so they can achieve leadership and success. When she's not building brands, Mallika is drinking coffee or red wine, reading a stack of books and dreaming about their next global adventure. She lives in beautiful Maine with her husband, 3 sons and mini Bernedoodle, Jax.

Connect with Mallika:

• http://www.mallikamalhotra.co
• http://www.instagram.com/mallikamalhotra.co
• https://www.facebook.com/mallikamalhotra.co
• http://www.linkedin.com/in/mallikamalhotraco
• Free Ready, Set, Brand tool : https://mallikamalhotra.co/home/#freebie
• Free Facebook Brand Group : http://bit.ly/brandpowerhourcommunity

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 LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.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 we use:

• Podcast Editing: Sabr Media LLC

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

Send us a text

In this interview episode I have Michael King from the CFO Accelerator on to chat about marketing, branding, and positioning your firm.

In this episode you’ll hear:

• The importance of branding
• an exercise you can do to figure out why you’re attracting the ‘wrong’ clients
• keeping your marketing machine (examples, too!) going even when you aren’t accepting new clients
• How to manage the ChatGPT conversation with clients

Michael King is the CEO of KFE Solutions, a fractional CFO firm based in Dallas, Texas, and the founder of The CFO Accelerator, where he works with accountants and fractional CFOs who are looking to start to scale and optimize their advisory services.
 
Connect with Michael on Instagram @thecfoaccelerator

Sign up for his 5 Minute Fractional CFO Newsletter: https://www.thecfoaccelerator.com/blog

Attend the CFO Accelerator LIVE: https://www.thecfoacceleratorlive.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 LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Follow on Twitter: twitter.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 we use:

• Podcast Editing: https://www.iangilliam.com/sabr-media-llc
• 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

Send us a text

Join us for another mini episode on leadership with our Leadership coach, Meriah Ayer, as she takes you inside of the Leadership Blueprint to explore practical strategies you can implement to help you be a successful CEO.

In this episode you’ll hear:

• Tips for shifting your mindset
• How to embrace growth
• The importance of taking action
• The power of consistent positive habits
• Your keys to success as a CEO

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 LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Follow on Twitter: twitter.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 we use:

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

Sign up here for the Black Friday Updates >>

Send us a text

In this special interview episode, I have my sister on the podcast! She’s a former social worker and relationship therapist-turned-coach here to talk about building a strong inner circle of friends.

In this episode you’ll hear:

• why strong friendships are important for entrepreneurs
• how to be intentional about building relationships
• how to manage capacity & boundaries in business (and your personal life!)

Resources mentioned in this episode:

• The Art Of Asking by Amanda Palmer
• Free Inner Circle Assessment - use code AMBITIOUS at checkout!
• Workshop

About our guest:

A former social worker and relationship therapist-turned-coach, Rita is passionate about helping other women and entrepreneurs deepen their connections to others. As a mom and entrepreneur with over a decade in the field of mental health counseling, she's seen how critical it is to have a circle of emotionally intimate friends. She has many hobbies and passion projects centered around building strong communities and enjoying the outdoors.

Connect with Rita:

www.ritahallaveldcoaching.com

[email protected]

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 LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Follow on Twitter: twitter.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 we use:

• Podcast Editing: Sabr Media LLC
• 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