Send us a text

In this special episode, we’re airing a student spotlight interview with an Alum of The Bookkeeping Business Accelerator. You get an inside look into a real bookkeeping business and hear from one of our amazing students! Come listen and get inspired.

In this episode you’ll hear:

• Who Ashly is and where her business started
• How BBA gave Ashly clear processes to follow and lots of confidence to create a flourishing business
• The struggles and benefits of hiring
• The importance of setting up an automated task management system before you actually need one

If you are specifically interested in finding out more information about BBA VIP visit: https://www.ambitiousbookkeeper.com/vip

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 of 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 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, Geraldine and I discuss communicating your value more effectively & exactly what IS valuable. We also discuss how we, as women, can make more money by working on becoming more confident, plus priorities and ‘success’ defined.

In this episode you’ll hear:

• How to communicate your value more effectively & tying to package pricing
• How to reprice underpriced clients
• Why working on your confidence is key in making more money
• 3 roles in a business that you could be filling for your clients

About our guest:

Business Strategy for CPAs Podcast

https://geraldinecarter.com/subscribe

Geraldine Carter is a business coach for CPAs who need help getting off the tax hamster wheel. Her clients routinely add multiple 5-figure engagements to their books within the first few months of working together, while spending less time at the office. Her podcast, Business Strategy for CPAs has more than 100,000 downloads and is ranked in the top ten podcast for CPAs, by Apple Podcasts.

Geraldine holds a BS in Engineering from Cornell University, is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. In her free time, she can be found mountain biking forested trails or running after her two small children in her hometown of Ketchum, ID.

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 of 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 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, Serena Interviews former Clients: Austen & Gina Meier and they discuss some effective ways to market (especially if you have a niche) and tips for getting on your client’s level with how you talk to them.

In this episode you’ll hear:

• strategies for niching down
• where to find your clients
• what business owners struggle with — where you can help!

Connect with Austen and Gina here: https://www.linkedin.com/in/austenmeier

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 of 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

• 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 give you some actionable tips on meeting with clients as a way to add value to your bookkeeping services.

In this episode you’ll hear:

• How to set a meeting agenda
• Why back to back meetings are no good
• What reports to present to clients
• How to add extra personal touches to your engagements

→ Join our next cohort of Elevate, starting in October: https://www.ambitiousbookkeeper.com/elevate
→ Listen to Episode 5: What to do when you get your first client
→ Read this podcast on the blog >

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 of 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

• 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 solo episode, I’m helping you decide whether offering advisory services is something you should pursue in your business. I’m also giving you a little taste of the first lesson inside of our newest program: Elevate, where I teach the foundational skills of offering advisory!

In this episode you’ll hear:

• 4 questions to ask yourself to decide whether you should offer advisory
• the foundational skills you need in order to be an advisor to clients
• my hot take on raising your prices
• Ready to elevate to advisory? Watch the free masterclass + Join us in our upcoming Fall Sprint HERE>>
• Not ready to elevate but you want to start or grow your bookkeeping business? Join us in our upcoming VIP cohort of The Bookkeeping Business Accelerator 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 of 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

• 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 you’ll hear:

• Why Cash Flow Forecasting is important
• How to get started
• How to go deeper on this

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 of 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

• 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

 This is part 2 of our previous episode where Meriah (my Director of Operations at Team Shoup) and I are breaking down how we collaborate as a team to get everything done and maintain our team culture.

In this episode you’ll hear:

• the tech and tools we use to collaborate externally(client-facing) and a few that we use to collaborate both internally and externally
• how we get the most out of these tools
• our favorites
• tips to handle learning new tools

Products Mentioned (some are affiliate links)

• Xero
• Hubdoc
• Acuity
• Dubsado
• Kajabi
• Relay
• Spark email
• Google Drive
• Voxer

Resources Mentioned In This Episode:

• Podcast Episode: Why We Are A Xero Firm
• Podcast Episode: How to keep your client data secure
• Dubsado Decoded: Dubsado DIY Tutorial
• The Bookkeeping Business Accelerator
• The Bookkeeping Biz Workshops
• Elevate
• Katie Fleming Podcast Episode on Voxer

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 of 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

• Podcast Editing: Ian Gilliam: iangilliam.com
• Descript (affiliate link)
• Buzzsprout (affiliate link)

This episode is sponsored by: LiveFlow
Receive 20% off your first 3 months by

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 get so many questions about what tools we use and how we use them, so this week Meriah (my Director of Operations at Team Shoup) and I are breaking down how we collaborate as a team to get everything done and maintain our team culture.

In this episode you’ll hear:

• the tech and tools we use to collaborate internally (next week will be about tools we use client-facing)
• how we get the most out of these tools
• how to handle the overwhelm when it comes to all of these tools
• Episode 19: Why We’re a Xero Firm

Products Mentioned (some are affiliate links)

• Zoom
• Loom
• Asana - Learn to implement with Kickoff With Asana for Bookkeepers & Accountants
• Notion - Learn to implement it with Breakthrough for Bookkeepers
• Slack
• Gusto
• Canva
• Loomly
• 1Password
• Clockify

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 of 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

• Podcast Editing: Ian Gilliam: iangilliam.com
• Descript (affiliate link)
• Buzzsprout (affiliate link)

This episode is sponsored by: LiveFlow
Receive 20% off your first 3 months by using code AMBITION at checkout:
http://www.liveflow.io/partnerships/ambition

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 recently connected with someone online who wants to start her bookkeeping business in the future, but still needs to build some skills. I also had a request a while back from someone in my DMs about covering the topic of contracting with other firms, CPAs, or bookkeepers. So in today’s episode, I’m going to cover just that: the upsides and the downsides, but also…. what you need to know about starting a Bookkeeping Business in 2022.

So if you find yourself wondering should I contract with a more established firm to gain experience or even just to supplement revenue, keep on listening. This one is for you.

In this episode you’ll hear:

• 3 Main things I would do differently if I started all over
• Upsides to being a contractor for another bookkeeper
• Downsides to being a contractor
• Referral partnerships

Links Mentioned:

• BBA is on sale for $497 off the regular price through the end of august. just use code: BACKTOSCHOOL at checkout when you go to ambitiousbookkeeper.com/bba
• Bookkeeper Launch - QBO Focused
• Become a Bookkeeper - Xero Focused

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 of 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

• Podcast Editing: Ian Gilliam: iangilliam.com
• Descript (affiliate link)
• Buzzsprout (affiliate link)

This episode is sponsored by: LiveFlow
Receive 20% off your first 3 months by using code AMBITION at checkout:
http://www.liveflow.io/partnerships/ambition

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

If you've been in our space for even just a little bit, you've probably heard of my guest from today. His name is Blake Oliver. He is the cohost of the cloud accounting podcast. He is the founder of earmark CPE. He is the Accounting Community Advocate for Relay Bank. And I finally have him on my podcast today to talk about his entire journey.

So if this is something that you've been wondering about for a while and like, why is he everywhere? What is he doing? How did he get here?

You're going to want to tune into today's episode. It's a very casual conversation— I feel like I've known the guy forever because, well, I've been listening to the cloud accounting podcast pretty much since it launched so if that's you too, sit back, relax, and enjoy today's conversation with Blake Oliver.

In this episode you’ll hear:

• How Blake built a bookkeeping firm and sold it in 5 years
• What he does with his free time
• His current project
• His role at Relay Bank

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 of 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

• Podcast Editing: Ian Gilliam: iangilliam.com
• Descript (affiliate link)
• Buzzsprout (affiliate link)

This episode is sponsored by: LiveFlow
Receive 20% off your first 3 months by using code AMBITION at checkout:
http://www.liveflow.io/partnerships/ambition

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