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In this episode we are playing a panel interview I held with a couple of Accelerator students from a previous cohort. I thought it would be fun to take a little trip down memory lane as we kick off 2023 to inspire you whether you’re in the dreaming stage of starting your business or you have a full roster and you’re thinking of ways to grow and shift your business to serve you better.

I’ll be interviewing Bahiya Thompson and Penny Rose.

In this episode you’ll hear:

• A bit of their journeys
• Biggest takeaways from BBA
• Their favorite part of The Bookkeeping Business Accelerator
• Their advice to anyone thinking of joining BBA

We’d like to invite you to join BBA VIP today - we have Live Q&A Calls on the first Wednesday of each month, hot seat calls on the second Wednesday, and coworking sessions on 3rd Wednesday's. Join HERE>

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: 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.

Send us a text

In this episode, I interview Simone, founder & host of the Cannabis Business Minds Podcast, a former auditor and current consultant in the financial industry. She shares her story about getting into cannabis accounting and how she helps accountants and cannabis customers navigate the industry. Many tips will translate into any type of accounting practice.

In this episode you’ll hear:

• Freelance vs consulting
• The importance of pre-education in acquiring clients
• Interviewing business owners to learn their pain points
• Changing the accounting industry
• And more!

About our guest:

Simone Cimiluca-Radzins is a CPA with a vision to see a world where financial freedom is attainable for every individual that can dream, train, hustle, and repeat.

Simone has more than a decade of experience helping Fortune 500 companies and startups improve operations, raise capital, and build better strategies to drive profit and empower employees.

From corporate to cannabis, Simone made the jump into entrepreneurship in 2015 working with governments, community organizations, and startups to help build the nascent cannabis industry.

Today, Simone trains entrepreneurs on how to confidently find their place as a CEO and have the tools to build a profitable business.

Connect with Simone:

• LinkedIn
• Her podcast: CannabisBusinessMinds.com
• Instagram: @businesswithsimone and @cannabisbusinessminds
• Accountants Guide to Working in Cannabis download available here: https://www.cbmnetwork.com/courses/cfb

Resources mentioned in this episode:

• Earmark CPE (You can get CPE for listening to our interview episodes like this one… new episodes being added frequently!)

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: Ian Gilliam: iangilliam.com

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

This week on the podcast I have my right hand & resident leadership coach, Meriah on the podcast and we’re talking all about core values, mission, and vision for your business as a way to build the culture (and business) you want to have.

Even if you don’t plan on having a large team (or a team at all), this work is still imperative.

It took me years to nail down my Vision, Mission, and Values, and truth be told, they’ll likely continue to morph. But Woweeeeee has this helped us build an A-team! ✨

And I’m so freakin grateful for the culture we’ve built.

In this episode you’ll hear:

• how we’re doing it
• a sneak peak of our actual vision & mission of the firm
• and as I’m writing this list I’m not sure we actually shared our core values but you can find them HERE.

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: 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

Send us a text

In this interview episode, I chat with Julee Yokoyama, a small business operational consultant who specializes in helping small businesses create contingency plans and succession planning. She helps people answer the question: “if something happens to me, what happens to my business?”

In this episode you’ll hear:

• the difference between contingency planning & succession planning
• why both are still crucial for solo-business owners
• what types of events you can plan for

About our guest:

Julee Yokoyama is a small business operations consultant. She’s a strategist with certifications as a Director of Ops, Project Manager, and End-of-Life Doula. Needless to say, she’s a planner who does her homework, and she helps service-based entrepreneurs do the same by organizing and protecting their business operations. The results? Peace of mind, operational efficiency, business growth, and overall life fulfillment. With 15 years of consulting experience in both corporate and small business settings, she guides and supports her clients through the tough conversations around risk assessment and contingency planning so the mission-critical aspects of their businesses are covered in case of emergency or extended leave.

Julee lives in Seattle, WA with her husband and two fur babies, Lucy and Desi.

Connect with Julee:

LinkedIn

YouTube

Instagram

Get The Project CYA Essentials and start creating a plan for your business if something happens to you.
Legal Website Warrior - Contact Heather Pearce if you’re looking for a lawyer who works in the online business space!

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: Ian Gilliam: iangilliam.com
• Descript (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

I interview Katie Fleming, an intuitive business coach & podcast host of The Ambitious Mom Podcast, and we talk about how your presence is the most profitable thing you can do, bridging your life with your business, and the number one thing you can do to level up in your business.

In this episode you’ll hear:

• why radical responsibility is important to your success
• looking at things objectively to find the meaning
• what the both and life is all about

Katie Fleming is the founder of the Ambitious Mom® Brand. She is known for Profitable Presence™ and what she calls the “BOTH AND LIFE”. This is her unique ability to build a wildly successful and profitable business empire & a family legacy at the SAME TIME and her deep belief that we don’t have to choose “either or” but we can choose the “both and life” and have it all, NOW. No delay required. From the beginning of her journey she had a Divine Intuition leading her to be BOTH the CEO of a global brand AND the leader and partner on the Homefront leading the legacy within her family and own four walls. BOTH AND. Early on the phrase “pursue your calling both in and out of your home” led her brand and led her evolution BOTH personally AND professionally. Today, her community of ambitious heart centered entrepreneurs are creating impactful and revolutionary businesses that are changing the world while also changing the world within the stewarding of our homes.

Connect with Katie:

Instagram

Website

💻 Ambitious Mom® Brand

📖 Leadership & Self Deception

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 Katie @katiefleming

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

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: Ian Gilliam: iangilliam.com
• Descript (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

I interview the CEO of Liveplan, Sabrina Parsons, and we chat about worklife balance as a mom; discussions to have with clients and how Liveplan can help support those discussions.

In this episode you’ll hear:

• the mindset shift Sabrina had to make as CEO of a company and mom to little kids
• a piece of advice that would help any bookkeeper add more value to you clients (it’s not even advisory!)
• features on the roadmap for LivePlan

About our guest: Sabrina Parsons is CEO of Palo Alto Software, and developer of the best-selling business management software, LivePlan. Palo Alto Software, with headquarters in Eugene, Oregon, develops software and tools specifically targeted at entrepreneurs and small-business owners. Palo Alto Software employs over 70 employees and gives all employees paid maternity and paternity leave, supports a generous short-term disability policy, and focuses on employee benefits that honor and respect their employees’ whole lives. Sabrina assumed the CEO role in May 2007.

Connect with Sabrina on LinkedIn>

Explore Liveplan

Signup for LivePlan: www.liveplan.com (Students of Elevate get a special discount code for LivePlan!)

Checkout BPlans.com

**************************************************Join Elevate: Self-Paced HERE>

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: 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

Send us a text

In this episode, I get to interview one of my favorite podcast hosts, Natalie Eckdahl, from Biz Chix Inc. She shares a wealth of knowledge with us on outsourcing, building an enduring business, and building an agency model.

In this episode you’ll hear:

• how to talk to your partner about outsourcing things at home
• what an ‘enduring business’ means
• what building an agency could look like

and so much more.

Resources Mentioned:

Built to Sell

The Big Leap

BizChix.com/outsourcing

Connect with Natalie on LinkedIn

Natalie Eckdahl is obsessed with helping women entrepreneurs retain more profit and deliver more impact, and she launched the award-winning BizChix podcast in 2014 to do just that.

Since then, Natalie has helped thousands of women business owners by leveraging her MBA as well as her corporate and small business expertise to provide actionable strategies for profit and growth.

She and her team serve women service business owners through their two group coaching programs - Six Figures Lab and Leadership Lab.

As a wife, mom of three kids ages 8-20 and a caregiver to her Mom, Natalie appreciates how entrepreneurship can give you freedom of time to focus on your VIPs. She loves to drink steaming hot coffee, even in the summer, and last Christmas she asked for an Owl.

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

This episode sponsored by: keeper.app → use code AB 20 for 20% off your first 3 months

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: 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

Send us a text

In this Interview episode I chat with Co-host Erin Andrews of the Owners & Operations podcast for Accountants. We talk about the “traditional firm model” and creating a different work environment for our future accountants.

In this episode you’ll hear:

• What it’s like taking over an accounting firm from your Dad
• What we should (and shouldn’t) be doing to attract talent to our industry as a whole
• What the “traditional accounting firm model is” and what to do about it
• a conversation about building an agency model if you choose

About our guest:

Erin Andrews is the co-host of the Owners & Operations for accounting firm owners. They are on a mission to flip the accounting industry on its head by helping firm owners take control of their business and kiss 70 hour weeks GOODBYE. They offer on-demand courses to help firm owners set the right foundations for their firm, and get out of the traditional accounting firm model. Every Friday they meet in their Private Facebook Group and host discussions aimed at improving processes, operations and the lives of accounting firm owners. They also have a podcast, Owners & Operations - Accountants, where they share their weekly live streams.

Get $300 off of their course by using code ambitious at checkout.

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 & @ownersandoperations

This episode sponsored by: keeper.app → use code AB 20 for 20% off your first 3 months

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: 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

Send us a text

Scott Scarano - fellow Xero enthusiast, podcaster, and firm owner joins me today to riff more on getting through burnout, purpose, and building things YOUR way. If you don’t like hearing how human other accountants actually are, don’t listen.

In this episode you’ll hear us talk about:

• checkered pasts
• creativity vs productivity
• Going against the grain and other real sh**

Listen to the end to hear Scott’s Lil Toddler’s most recent accounting rap!

Scott is the host (rapping custodian) of the Accounting High Podcast, the owner of Padgett NC, a franchised accounting firm.

Connect with him on Twitter: https://twitter.com/scottscarano

Connect on LinkedIn:

https://www.linkedin.com/in/scottscarano

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 or twitter @serenashoupcpa.

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: 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

Send us a text

In this solo episode, I’m giving you 7 simple steps to use when you feel like throwing in the towel or burning it all down. Entrepreneurship is hard. You’re not alone. 

In this episode you’ll hear: 

• How to silence the noise
• How to protect your time
• How to give your brain space to rest
• Important questions to reflect on

By the way, here’s that awesome novel I was talking about: 📘 Merewif - By Amanda Adam

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

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: 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.