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You’re most likely already offering some level of advisory and either not aware or not confident enough to charge for it. And if not... In this week’s episode, I’m going to answer the question “When will I be ready for advisory” and give you some ideas of things you could offer.

We cover:

• what is advisory?
• why would you want to offer it?
• how will you know you’re ready?
• what do you need in place first?
• where to go to learn?

Join the Elevate: Summer Sprint to start elevating your skills and client experience >

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

Podcast Publishing Tools

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

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

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

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In this special episode, I’m bringing in 3 very special and powerful women in the accounting space: Katie Ferro, Keila Hill-Trawick, and Noemi Aguilar-Horta These three women are some of the other accounting/bookkeeping specific course creators that I asked to provide their top advice to you as course creators in our specific niche.

This is a continuation of a series I’m putting together around creating courses, as so many people in our community have asked about creating courses. These women bring real solid not-sugar coated advice about creating courses.

I’m honored to have these women on the podcast and being able to provide more perspective. I’m linking all of their info in the shownotes for this episode so you can connect with them and their programs.

Katie Ferro - Owner of Orderly Accounting by Katie & Creator of Become a Bookkeeper & Life By the Books

IG www.instagram.com/orderlyaccountingbykatie

Podcast www.katieferro.com/podcast

Keila Hill-Trawick - Owner of Little Fish Accounting & Co-Creator of The Accountants Of Color Community

Website https://www.accountantsofcolor.co

Noemi Aguilar-Horta - Owner of Tikal Tax & Accounting and Mama Counts Bookkeeping Course

TikTok www.tiktok.com/@noemiaguilarhorta

Facebook Group https://www.facebook.com/groups/mamacounts/?ref=share

Grab your Course Niche Guide here: ambitiousbookkeeper.com/niche

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

Podcast Publishing Tools

• Podcast Editing: Ian Gilliam: iangilliam.com
• 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 solo episode I’m taking you back to 2019 & when I started the Ambitious Bookkeeper Brand. This is a behind the scenes of how it all started in case you’re new around here, and even if you’re not, you may hear some things you didn’t know.

This episode is really to give you a look at what creating a course has done for me and so many other people, so whether you’re interested in creating a course or just curious about the Ambitious Bookkeeper Brand story, you’ll have some takeaways from this.

Get the New & Improved Onboarding Templates>>

Get the Start a Bookkeeping Business Checklist>>

Want 1:1 Mentoring? I’m opening up limited spaces for Voxer 1:1 monthly coaching. This is perfect for anyone with a busy schedule that still needs support. You can be a new firm owner, or a seasoned one, use it for mindset, elevating your pricing, services, marketing, etc. When you need support, I’ll be there, a voice-note or text away! Connect with me on instagram or email [email protected] to make sure it’s a good fit. Spots are filling for April & May!

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

Podcast Publishing Tools

• 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

Kickoff with Asana for Bookkeepers


Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

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Wondering how you can serve DIY clients?

In this solo episode I go into some ideas, experiences, and lessons learned around offering a DIY service to clients, questions to ask yourself before going down this path, and as always, some actionable tips for getting started.

To enter the Workshop Bundle Giveaway, make sure you subscribe, screenshot this episode, type out what action you’re taking, and tag me on instagram @ambitiousbookkeeper or Facebook @serenashoupcpa.

📧 Get the free Niche Guide: www.ambitiousbookkeeper.com/niche

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

Podcast Publishing Tools

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

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

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Kickoff with Asana for Bookkeepers


Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Send us a text

Creating a course is no easy feat. Launching it can be even more challenging. In this solo episode I’m diving into the stats from our most recent launch of The Bookkeeping Business Accelerator™️, as well as talking about

• what it’s like to launch a course
• who I learned from
• and other tips and insights many people have been asking for.

You can still join The Bookkeeping Business Accelerator Self-Paced Course here>>

Course Mentors Mentioned In the Episode:

• Katie Fleming - Ambitious Mom Podcast
• Heather Sager - The Heather Sager Show
• Jill & Josh Stanton - The Wealthy Course Creator
• Amy Porterfield - Online Marketing Made Easy
• Liz Wilcox - Email Marketing Membership (Affiliate link)
• James Wedmore - Mind your Business Podcast
• Kajabi - Course Hosting, Website, Email Marketing (Affiliate link)

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

Podcast Publishing Tools

• 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

On today’s interview episode, I have a special guest on to talk about creating content, podcasting, and standing out as who you are.

Even if you aren’t interested in starting a podcast, I know you’ll have a few takeaways from this episodes and get ideas on how YOU can start to stand out online.

Here are some of the things we talked about:

• getting comfortable hearing your voice on a podcast
• what holds most people back from just starting
• letting go of perfection when creating content

And since she’s a business owner, I asked her what she thought is important in a bookkeeper, and this part of the conversation will be gold for you.

Connect with Krystal:

www.krystalproffitt.com

Digital Course - Proffitt Podcasting

The Proffitt Podcast: https://krystalproffitt.com/podcast

The Poddy Report: http://thepoddyreport.com

YouTube Channel: https://www.youtube.com/c/krystalproffitt

Instagram: https://www.instagram.com/krystalproffitttx/

Facebook: https://www.facebook.com/KrystalProffittTX/

LinkedIn: https://www.linkedin.com/in/krystalproffitt/

Proffitt Podcast Online Community (FREE FB Group): https://www.facebook.com/groups/TheProffittPodcast/

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

Podcast Publishing Tools

• Podcast Editing: Ian Gilliam: iangilliam.com

Affiliate Links:

• Descript: http://descript.com?lmref=RdGGFA
• Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696

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

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We've got another bonus episode to help inspire you to build your business! This is a Bookkeeper Spotlight interview with one of our Accelerator Students, Jen Fischer.

You can connect with her on Instagram: @numbersbyjen

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

Podcast Publishing Tools

• Podcast Editing: Ian Gilliam: iangilliam.com

Affiliate Links:

• Descript: http://descript.com?lmref=RdGGFA
• Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696

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 interview episode this week, I am interviewing one of my very first students of the bookkeeping business accelerator, but we do kind of talk about the beginning of us meeting. However, what I did bring this special guest on today to talk about is

1. burnout
2. boundaries
3. using your intuition
4. how to incorporate your human design into how you exist in your business and in life.

Our guest, Laura Torma, previously known as Laura Watson, the number's nomad, is an intuitive life and business strategist.

She used to be a CPA who worked with countless clients and accountants, and she has taken her experience and melded it with spiritual systems, such as human design to help all people come into the gift of who they are.

I am so excited to have you listening to this conversation with Laura, and I hope that you take away something, if not, lots of things from this episode.

Connect with Laura:

Lauratorma_

https://lauratorma.podia.com/hd-reading-via-zoom

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

Podcast Publishing Tools

• Podcast Editing: Ian Gilliam: iangilliam.com

Affiliate Links:

• Descript: http://descript.com?lmref=RdGGFA
• Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696

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

There’s no doubt about it, you have your pick when it comes to working with a coach or mentor. In this solo episode, I’m breaking down how I suggest looking for one, or making sure you have the right mentor for you. Because they (we) are not all the same.

And if you know you’re ready to work with me as your mentor, we are OPENING enrollment inside of The Bookkeeping Business Accelerator March 4- March 9. 

You can learn more at:

https://www.ambitiousbookkeeper.com/bba

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

Podcast Publishing Tools

• Podcast Editing: Ian Gilliam: iangilliam.com

Affiliate Links:

• Descript: http://descript.com?lmref=RdGGFA
• Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696

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

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Send us a text

In this solo episode, I’m addressing some fears that many of us have about starting or growing our own bookkeeping or accounting businesses. I’m even sharing a funny story of my own ridiculous fears.

Many of the fears we have hold a common theme:

Fear of failure or not knowing enough.

Hit that play button to hear my take on these fears and how to reframe them.

Resources + Links Mentioned: The Bookkeeping Client Closer

Episode 29 - Scaling Back to Scale up

Built to Sell

Team Work

Make Em Beg to Work for You

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

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

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify