In this solo episode, we’re going to chat about whether I think getting your CPA license is worth it, some of the requirements to keep in mind, and tips that helped me pass my exams (way back when!)  I get lots of questions about the CPA and decided to finally make an episode about it. I answered some specific questions from Instagram, too! So if you answered my call for questions, listen to this episode.

AICPA.org

ThisWayToCPA.com

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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

In this solo episode, I take you behind the scenes of the beginning of a discovery call practice session I held for students inside The Bookkeeping Business Accelerator. We go over some basics of discovery calls, I give some pointers on how to talk about your process with potential clients, and we even get into introducing the diagnostic process to clients. Ready to listen in? Hit that play button! 

Sign up for the Bookkeeping Business Accelerator (self-paced)

Sign up for the Waitlist for the next VIP cohort of 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

In this interview episode, I talk with Liz Wilcox, an RV Blogger turned Email Marketing Super Star. She’s helping us understand how to use email marketing in our bookkeeping business, breaking down some of the mistakes people make, simplifying the process of getting started, and we also talk about how often we (bookkeepers + accountants) should be emailing. 

Sign up for Liz’s Email Marketing Membership

Connect with Liz:

Instagram: instagram.com/thelizwilcox

Her website: lizwilcox.com

*Disclaimer* Some links are affiliate links, which means I may receive a small commission if you purchase.  I only recommend products & services I wholeheartedly recommend.

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

In this interview episode, I talk with a former IRS Auditor turned Tax Practice Owner, Andrew Campbell. You definitely want to listen if you’ve ever had the question: “how do I ensure my clients have audit-proof books” or if you have questions about what an IRS audit generally entails.  

Sign up for The Bookkeeping Business Accelerator 

Connect with Andrew on LinkedIn

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

In this interview episode, I talk with Lauren Caselli, about the different pricing strategies you can use in your bookkeeping business, from hourly to value based, package pricing to retainer pricing. This episode will help you understand the pros and cons of all the different pricing methods and hopefully help you in your pricing journey.

Sign up for The Bookkeeping Business Accelerator to get access to an in-depth workshop with Lauren on Raising Your Rates 

Connect with Lauren: instagram.com/laurencaselli_

Grab email scripts for raising your rates here>>

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

In this solo episode, I talk about pushing aside the fear of starting your bookkeeping business, by countering some of the common fears I see come up (including my own). 

This episode is for you if you’re in the dreaming stage and you’re listening along each week here trying to learn as much as possible but you still haven’t really taken much action on starting your business.

Sign up for The Bookkeeping Biz Workshops August 22-26

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

In this Solo episode I chat about the 6 differences between working in corporate and running your own accounting business, plus some tips to ease the transition and set you up for success.

Sign up for The Bookkeeping Biz Workshops August 22-26

Read the episode blog here

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

This episode is an interview I had with Katie Ferro of Orderly Accounting By Katie - a fellow course creator and mentor in the bookkeeping space. We chat about motherhood and growing our bookkeeping businesses (of course!). This episode is definitely for you if you have no experience in bookkeeping OR if you have tons of accounting experience and you're ready to leave your 9-5.

Connect with Katie: : instagram.com/orderlyaccountingbykatie

Listen to Katie’s Podcast: Profits & Prosecco

Apply for Become A Bookkeeper

Sign up for The Bookkeeping Biz Workshops August 22-26

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

In this short solo episode, I give you 5 things you need in order to start a bookkeeping business.

Grab our FREE Start a Bookkeeping Biz Checklist

Sign up for The Bookkeeping Biz Workshops  Happening August 22-26

Read this episode on the blog

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

In this interview episode I’m joined by The Workflow Queen, Alyssa Lang.  This was an interview she and I did on Facebook Live and we chatted about all things scaling versus just growing, setting a vision for what you want from the beginning. It's never too early to start thinking about scaling, because it’s all about how you want to be spending your time. We also chat about pay structure for contractors when outsourcing client work, 

Connect with Alyssa:  instagram.com/workflowqueen

Listen to Conquering Workflows & Systems with the Workflow Queen

Sign up for Kickoff With Asana for Bookkeepers + Accountants

Sign up for The Bookkeeping Biz Workshops August 22-26

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