Send us a text

Today I'm interviewing another educator in our space, Michael King, the CEO of KFE Solutions, a fractional CFO business, and the leader of The Connected Accountant Community. We have a value packed conversation about:

1. The best way to get started offering CFO/Advisory services
2. The most important skill in offering CFO services
3. 3 things clients are willing to pay top dollar for
4. How to set yourself apart from others

And we chat about whether strategic thinking skills are learned or inherent and incorporating your values in making business decisions.

We gave you some homework in the episode, so when you've done it, make sure to tag us both

@connectedaccountant @ambitiousbookkeeper on Instagram

So grab your notebook and favorite pen cause there's so much you're going to want to write down and save for later in this episode.

Join The Connected Accountant Community for $1

Follow Mike on Instagram

Thanks for listening. 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

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'll be answering the question: Should you have your prices on your website? Along with giving you a mini-lesson on what you SHOULD have on your website.

Interested in starting your business and having this all setup FOR you in addition to getting the mentoring and support you need as you start or grow your business? Sign up for the Bookkeeping Business Accelerator Waitlist to be the first to know when the doors are open!

Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

If you would like to use our affiliate link for Square Space: https://squarespace.syuh.net/mgraq1

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

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 talking about making your first hire — some of the

things that have worked for us and the 4 points you need to think about ahead of time!

1. What position to hire for first
2. What to put in the job description
3. Whether you should have an employee or a contractor
4. Where to look for your new team member

Plus a few other points to consider!

Here are the resources mentioned in the episode:

Courses:

Join the Breakthrough Waitlist

Apply to Join the Breakthrough Retreat

Books:

Team Work by Natalie Dawson 

Make Em Beg to Work For You by Dr. Angela E. Lauria

Thanks for listening. 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

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 chatting today about how scaling back and simplifying in your business can actually help you scale and grow. This episode will help you stay focused as you roll into 2022 and be intentional about how you grow.

Ready to nail down your service offerings and prices? Join The Bookkeeping Business Accelerator and start building a simple and scalable bookkeeping business with me as your mentor: ambitiousbookkeeper.com/vip

Thanks for listening. 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

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 short & sweet solo episode, I talk about my framework for setting goals in the context of your business. These are the 3 questions I ask my students and clients when we start working together strategically.

Happy goal-setting! 

Thanks for listening. 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

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 interview episode, I have Rhonda Delany, The People Gardener, here to talk about simplifying your leadership. She specializes in helping new and emerging leaders become great leaders through embracing a human first approach. 

We talk about the first thing a new leader should focus on, how much time you should be spending leading your team, and the number one quality of a leader (which you may have to work towards, but it IS possible!). 

We get into a lot of tactical ways to practice being a good leader, so grab a notebook and your favorite pen, because you're going to want to take some notes!

Connect with Rhonda:

IG @thepeoplegardener

Linkedin @rhondadelaney 

website

FREE 3 Simple Leadership Steps

Resources Mentioned in the Show:

The Speaking Program we met in: 

Speak Up To Level Up with Heather Sager

The ONE Thing by Gary Keller

Afford Anything Podcast about The ONE Thing

Thanks for listening. 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

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'm chatting with Italian Tax Expert, Paolo Rigo of Studio Rigo on the story of his international tax niche as well as talking about building your skills in sales. Paolo runs a team of 25 and has a lot of value to bring!

You can connect with Paolo:

Youtube

Instagram

Facebook

Thanks for listening. 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

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

SHOW NOTES:

In this interview episode I am joined by The Mompreneur Guide, Megan Moran, to talk about how one can start to simplify her business. She takes us through 3 steps to gain clarity and begin simplifying so we can be more present and focused in our businesses and with our families.

You can connect with Megan here:

themompreneurguide.com/subscribe

Instagram: @mompreneurguide

Thanks for listening. 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

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'm chatting with one of my very first students/mentees, Yaussy Casmartino who runs a bookkeeping & HR business just herself and one contractor at this time, servicing 20 clients! We're diving into finding the right contractor, training, and how she found the 20 clients she now has. Tune in to be inspired by a real bookkeeper story!

Instagram: @source.lyn | Facebook: @sourcelyn | Website: https://www.sourcelyn.com/

Thanks for listening. 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

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 interview episode I have Jock Wols, the CEO of RiskDesk, which specializes in finding the right insurance coverage for professionals and works extensively with Accountants, Bookkeepers, and Attorneys as well as other business professionals. Jock is helping us understand what type of insurance we need, when we need it, and things to consider when assessing your risk tolerance, plus so much more. This episode is value-packed and surely will answer your questions that pertain to Insurance.

Reach out directly to Jock at [email protected] or find out more at www.myriskdesk.com.

In the show I mention a checklist that talks about buying insurance. You can grab that here: 

Start a Bookkeeping Business FREE Checklist

Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

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