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In this Q&A episode, I talk about the importance of goal-setting and walk you through a special visualization exercise. I also talk about how to increase leads, share strategies for attracting the type of clients you want, and dive into the profit-first method. Come get your biz tips!

In this episode you’ll hear:

• strategies for setting money goals and time goals
• an exercise for visualizing the future
• how to pay yourself more
• tips for increasing revenue

Resources mentioned in this episode:

• The Bookkeeping Client Closer - Find your perfect fit client!
• The Bookkeeping Business Accelerator® - Launch and scale your virtual bookkeeping biz with this step-by-step online course!

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)

Get access to the Dubsado Decoded Private Podcast Series here>>

Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Send us a text

In this Q&A episode, Serena talks about her experience taking a break from social media and how it benefited her mental health. She also shares tips on managing business social media pages and taking a closure period to focus on CEO work. Plus, you’ll hear her answer questions related to pricing and managing Ecommerce. Come get some actionable tips!

In this episode you’ll hear:

• details on Serena’s social media hiatus
• how we handle holiday/closure periods
• how to include software subscriptions in your pricing
• strategies related to DIY Ecommerce

Resources mentioned in this episode:

• Check out my Bookkeeping for E-Commerce Clients Workshop!
• Check out Meta Business Suite for managing business social media pages!

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)

Get access to the Dubsado Decoded Private Podcast Series here>>

Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Send us a text

In this Q&A episode, we’re tackling all things client onboarding. Serena shares tips on automating follow-ups, creating custom proposals, and scheduling follow-up appointments to gauge client interest. Plus, tips for recruiting and creating a checklist for future hires. This one is packed with goodies!

In this episode you’ll hear:

• software recommendations for creating proposals & for HR support
• how to present multiple service options to potential clients
• how to implement flat-rate pricing
• how to establish credibility with new clients

Resources mentioned in this episode:

• See how The Bookkeeping Business Accelerator® VIP offers you the support you’ve been looking for all along!

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)

Get access to the Dubsado Decoded Private Podcast Series here>>

Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Send us a text

On this episode, we’re airing another Q&A! This time, Serena answers questions from our very own Ambitious community. She shares tips and tricks on file-sharing systems, backup software, core values, hiring strategies, and more.

In this episode you’ll hear:

• how to utilize Google Drive and Hubdoc for your business
• strategies for finding quality candidates for hiring
• perks of being in BBA VIP

Resources mentioned in this episode:

• See how The Bookkeeping Business Accelerator® VIP can help you start or grow your bookkeeping 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: Ian Gilliam: iangilliam.com
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Get access to the Dubsado Decoded Private Podcast Series here>>

Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Send us a text

This is a very, very exciting & special episode because it is our 100th episode!🍾  You're in for a treat because we're pulling questions from our audience. And my team member, Tia - our bookkeeper & resident designer - is on to help read the Q’s.

In this episode you’ll hear:

• how to create a productive work culture
• branding advice from Tia
• tips on hiring a part-time bookkeeper
• tips on handling client bank access
• strategies for effective website building
• and MORE!

If you’re interested in using OpenPhone please use my referral link!

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)

Get access to the Dubsado Decoded Private Podcast Series here>>

Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

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

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)

Get access to the Dubsado Decoded Private Podcast Series here>>

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

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)

Get access to the Dubsado Decoded Private Podcast Series here>>

Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

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)

Get access to the Dubsado Decoded Private Podcast Series here>>

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

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)

Get access to the Dubsado Decoded Private Podcast Series here>>

Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

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)

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