I interview Serena Shoup, a full time educator and CPA who’s the owner and founder of both Ambitious Bookkeeper and Of Course Bookkeeping. She shares what business is like when your priorities shift throughout the years, exercises you can do to align yourself with your priorities and what her word of the year is.

In this episode you’ll hear:

• The difference in priorities at the start of your business vs when you’ve been doing this a while
• An easy exercise to put your priorities into perspective
• How we shifted the Breakthrough retreats to help so many bookkeepers
• What discipline looks like in business

About our guest:

Serena Shoup is a corporate CPA turned bookkeeping business CEO, mentor for other bookkeepers + accountants, mom of 3, and a closet musician! She built her business as a Sidehustle to motherhood when she left corporate to have her second daughter. She’s passionate about helping business owners become CEOs and take control of their money.

Serena is the owner and founder of Ambitious Bookkeeper and Of Course Bookkeeping and she’s on a mission to change the way the industry operates!

Connect with Serena Shoup:

Visit her website: ambitiousbookkeeper.com

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Resources mentioned in this episode:

🎙 Ambitious Bookkeeper Podcast

💻 Elevate by Serena Shoup

💻 Bookkeeping Business Accelerator by Serena Shoup

💻 Kickoff with Asana for Bookkeepers & Accountants

🏠 Breakthrough Retreat

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For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

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Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com