The Ambitious Bookkeeper Podcast

By popular request, we’ve decided to air a summit presentation I did with Josie Parr, at her Profitable Lifestyle Firm Summit. I’m talking about crafting deliverables that matter for your clients. If you’d like to see the presentation slides, head over to my YouTube Channel!

In this episode you’ll hear how to:

• Maximize your value
• Shift your positioning
• Add value

Resources mentioned in this episode:

• Elevate
• Get on the waitlist for the next Profitable LifeStyle Firm Summit

Meet Josie

After putting in years of hard work at top 100 firms, Josie realized there was an opportunity to create a better way. She took a leap of faith and founded Josie Parr CPA LLC, a niche practice that is specifically focused on tax strategy clients.

In her first year, she tripled her revenue goals, reduced her work hours to a part-time schedule, and spends every day doing what she loves: working in tax strategy.

And now, her mission is to empower other tax professionals to transform into tax strategists by elevating their current skills and knowledge using the same proven systems and methods that brought her success.

Connect with Josie

🌐 solotaxcoach.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 Threads: threads.net/@ambitiousbookkeeper
• Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

In this interview episode, I’m hanging out with marketing whiz Madelyn Furlong. We’re diving into how to turn your clients into mega-fans that'll rave about your business. From personal touches to killer marketing strategies, we've got you covered.

In this episode you’ll hear:

• how having all your marketing needs handled by one team can save you tons of stress and time
• stories and tips on how adding a human touch can set your business apart
• how to keep things ultra-organized to respect your clients' time

Resources mentioned in this episode:

• Unreasonable Hospitality
• “3 Simple Strategies to Become More Visible, Get More Clients, and Increase Your Profit"
• ClickUp

Meet Madelyn

Having a standout marketing strategy doesn’t mean you have to share a new post every day that end in -y!

That’s where Madelyn Furlong comes in. She helps small businesses create ShowIt websites and engaging social media content so they can turn their leads into sales.

Madelyn uses her knowledge and experiences to help clients transform their customers into cheerleaders and take their business to the next level. By helping them create a standout website and social media, they can show up online with confidence.

Madelyn works as a small business marketing strategist in small-town Wetumpka, Alabama where she enjoys hiking, reading, and spending time with family.

Connect with Madelyn

📱 IG: @madelynvictoriaco

📄 Download “3 Simple Strategies to Become More Visible, Get More Clients, and Increase Your Profit" to learn what you can do right now to improve your business’ marketing. It's all about helping you save time and reduce stress by following marketing tactics that actually work.

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 Threads: threads.net/@ambitiousbookkeeper
• Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

In this solo episode, I’m diving into the world of Threads. Is it the next best thing for bookkeepers or just another time-sink? Let's figure it out together.

In this episode you’ll hear:

• the lowdown on what Threads is
• how Threads can pull over your Instagram followers
• how, in just three months, Threads helped me land a bunch of podcast interviews, a guest workshop, and even snag some new clients
• tips on managing your time on Threads

Resources mentioned in this episode:

• Follow me on Threads! >>

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 Threads: threads.net/@ambitiousbookkeeper
• Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

In this interview episode, I chat with money guru Kara Perez about merging sustainable living with smart financial practices. If you've ever been curious how to save some green while going green, you'll love this one!

In this episode you’ll hear:

• practical, sustainable money practices that fit right into your life without breaking the bank
• advice on tackling emotional money barriers
• real-life stories on how folks save money while going green
• how Kara landed a book deal
• advice on managing busy seasons

Resources mentioned in this episode:

• Preorder Kara’s book, Green Money
• Gilmore Girls Money

Meet Kara

Kara Perez is the founder of Bravely Go, a sustainability focused financial education company. Bravely focuses on bringing actionable, intersectional and accessible financial education to people who never learned the language of money. She is the author of the book, Green Money. Kara has been featured in the New York Times, Good Morning America Forbes, NPR, Glamour, ABC Nightline News, and US News and World Report as a financial expert. Additionally, for 2 years Kara co hosted the award winning podcast The Fairer Cents, which has been named the top money podcast for women by Forbes and The Balance.

Connect with Kara

🌐 Website: bravelygo.co

📱 IG: @webravelygo

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 Threads: threads.net/@ambitiousbookkeeper
• Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

In this interview episode, we've got Nicole Ayub, the fabulous Wall Street Girl Next Door, sharing her insights on money stories, emotional hang-ups, and shaking off that pesky shame around finances. Get ready to dive deep and rethink your money mindset!

In this episode you’ll hear:

• why we're all feeling funky about our finances and how to fix it
• a money exercise that'll help you discover what's really going on in that wallet of yours
• understanding your "money story”
• some real talk on financial shame

Resources mentioned in this episode:

• Brené Brown

Meet Wall Street Girl Next Door

Nicole’s passion is to help people have a healthy relationship with their money. She currently works on Wall Street and she’s been in the finance industry for over a decade and she has seen how we do not give people the support and resources they need to have a healthy relationship with their money. She created her brand so people can have a safe space to heal their relationship with money and talk about their struggles and overcoming them.

Connect with Wall Street Girl Next Door

📱 IG: @wallstreetgirlnextdoor

🎙️ The Money Diaries Podcast

📞 Schedule a free 30-min consultation

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 Threads: threads.net/@ambitiousbookkeeper
• Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

In this interview episode I chat with Corree Roofener about how defining your personal and business values can transform your life. From nature walks & spiritual growth to aligning ethics to enhance your business, we're diving deep into what truly matters!

In this episode you’ll hear:

• The overlap of business and personal values
• Foundational pillars of wealth
• Audit your values annually
• Leaving a legacy that’s different from what society expects

Resources mentioned in this episode:

• Find your values on Think2Perform.com
• Financial Narrative Webinar

Meet Corree

As a Mother, Nana, Female Entrepreneur, Financial Coach and Passionate advocate for the Foster/Adopt community, Corree Roofener has devoted her life to empowering individuals to live authentically, boldly and intentionally.

Driven by a passion to help others break free from the shackles of fear and judgment and recognizing the interconnectedness of mind, body and spirit, Corree excels and guiding others to begin to gain clarity about their stories with money one of our five foundational pillars. Her approach encompasses mental, emotional and physical well-being. Through personalized coaching, transformative workshops and inspiring speaking engagements, she equips her clients with tools to align their actions with their aspirations.

“If you want something you've never had, You must be willing to do something you've never done.” ― Thomas Jefferson

Connect with Corree

📱 IG: @correeroofenercoach

🎙️ Courage Coalition Podcast

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 Threads: threads.net/@ambitiousbookkeeper
• Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

In this interview episode, we dive into the world of bookkeeping with a twist—neurodiversity. Join me as I chat with Aneisha Velazquez from Yellow Sky Bookkeeping. She’s sharing her unique journey with autism and ADHD while offering tips on building better systems and communication. Grab a cup of coffee, and let’s get into it!

In this episode you’ll hear:

• energy-focused scheduling
• the art of setting boundaries in client work to keep your peace of mind
• how to explain bookkeeping lingo in reports to clients
• Aneisha’s journey of understanding autism and its impact on her career and clear communication

Meet Aneisha

Aneisha is the owner and founder of Yellow Sky Bookkeeping. They specialize in cleaning up messy books for service providers so they can finally file taxes without losing all their free time. She’s also neurodivergent. As an adult, she was diagnosed as Autistic with a side of ADHD.

When she’s not working in spreadsheets, she likes to read, learn about random topics, and take walks with her husband.

Connect with Aneisha

💼 LinkedIn: @aneisha-v

📹 YouTube: @yellowskybookkeeping

📱 Threads: @yellowskybookkeeping

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 Threads: threads.net/@ambitiousbookkeeper
• Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

In this interview episode, we're continuing our neurodivergent series and diving into the inspiring journey of Amy Burgess, a fellow neurodivergent and brilliant bookkeeper. If you're curious about building a business that truly reflects who you are and want some killer insights into making it happen, you don't wanna miss this one.

In this episode you’ll hear:

• newer bookkeeping biz owner
• her path into bookkeeping
• how bookkeeping works for ND mind
• tips for operating with AuADHD
• tips for new bookkeepers

Resources mentioned in this episode:

• The Bookkeeping Business Accelerator® VIP

Meet Amy

Amy is a neurodivergent bookkeeper and the founder of Jointly Balanced. Her boutique firm offers financial management services to socially conscious small business owners. Her passion is making finances more accessible, inclusive, and tailored to meet diverse needs.

Connect with Amy

📱IG: @jointlybalanced

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 Threads: threads.net/@ambitiousbookkeeper
• Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

This is the first of a series we will be having on the podcast, all around neurodivergent businesses & bookkeepers. You can find these episodes by searching [ND] in brackets on our blog.

In this episode you’ll hear:

• How to declutter & create systems in your home
• Operating a business with ADHD
• Planning your day in your business
• How to support a business owner with ADHD as their bookkeeper

Resources mentioned in this episode:

• Decluttering at the Speed of Life (book)

Meet Megs

As a professional organizer with ADHD, Megs understands the unique challenges and untapped brilliance of the ADHD brain. She's passionate about helping others with ADHD cultivate organized spaces that foster peace and ignite creativity. Beyond physical and digital organization, Megs is an ADHD coach and does digital decluttering sessions via zoom for clients with a focus on the power of self-belief – a core principle for thriving with ADHD.

Megs is also a speaker, sharing her message of how ADHD can be a superpower when understood and embraced. When not organizing, you can find her with her two daughters, beloved pets, and supportive husband. She finds joy in yoga, singing, and coloring, reflecting her ongoing commitment to personal growth.

Connect with Megs

📱 @organizing.an.adhd.brain on instagram and tiktok

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 Threads: threads.net/@ambitiousbookkeeper
• Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

In this interview episode, I’m chatting with Katy Murray, the brains behind the Gingerbiz Podcast. She’s a powerhouse who's done it all—from professional photography to managing HR for a big company, and even launching her own business, Katie & Co. We first connected through Threads, and it turns out we have a lot to chat about when it comes to finding success without burning out.

In this episode you’ll hear:

• tips on slowing down to become more successful especially as a high-achiever
• how to use social media intentionally
• examples of morning and nighttime routines that encourage self-care
• the importance of adjusting goals based on personal or family priorities

Resources mentioned in this episode:

• Threads
• Ginger Biz (Katy’s podcast!)

Meet Katy

Katy Murray is a business owner, entrepreneur, Executive of Human Resources at a Private organization, mother, and wife. Receiving multiple awards and recognition for her Photography Talent, Katy's images have been featured in over 30 publications. Now, Co-Founder of 'Katy and Co, VA', Katy helps other businesses grow and meet their success. Katy has been a guest speaker at multiple Universities, on high-ranking Podcasts, and is the Host of her own Ginger Biz. On her podcast she shares all the tips and tricks to be successful in business, while also working full time, loving on her sweet family, and practicing self-care to maintain sanity. Katy is a fun-loving business guru who wants to share her passions with the world.

Connect with Katy

• 📱 Threads & Insta: @gingerbiz
• 🌐 Website: katymurrayphotography.com
• 🎁 Freebie for Time Management: katymurrayphotography.com/timemanagementfreebies

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 Threads: threads.net/@ambitiousbookkeeper
• Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)