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Have you ever left a meeting with your accountant feeling… kind of dumb? Like you should know more, do more, or just be better with your money? Yeah, me too. It’s this weird, quiet shame that so many of us carry, and we rarely talk about it.
My guest today, Serena Shoup, a CPA and bookkeeping CEO, gets on her soapbox about this within the first five minutes—and I was HERE for it. She calls out the condescending, shaming B.S. that can happen in the financial industry and gives us all permission to expect better. (And yes, that includes firing people who make you feel like crap about your business. Mic drop.)
This conversation is about so much more than just numbers. We get into Serena’s incredible story of building her firm as a “side hustle to motherhood,” how she accidentally created a second business teaching other bookkeepers, and the market shifts she’s seeing firsthand in her clients’ financials. If you started your business around the 2020 online gold rush, you NEED to hear her insights on what’s actually working now.
This episode is a masterclass in stripping away the fear around your finances and learning to see your numbers not as a report card on your worth, but as a powerful tool to help you build a business—and a life—that you actually love.
What You'll Learn in This Episode:
>>CONNECT WITH SERENA<<
FREE DIY Bookkeeping Guide!
Website: https://www.ambitiousbookkeeper.com/
Instagram: https://www.instagram.com/ofcoursefinancial
Podcast: The Ambitious Bookkeeper Podcast
>>YOUR NEXT STEPS<<
🤖Train AI to sound like you (in under 2 hours) with BrandCalibrator™
🔹Let’s talk Bots for your business! Book a coffee chat
🔹 Connect on Instagram
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Entrepreneur School is proud to be featured on the Feedspot list of 30 Best Canada CEO Podcasts!
By Kelly Sinclair5
1616 ratings
Have you ever left a meeting with your accountant feeling… kind of dumb? Like you should know more, do more, or just be better with your money? Yeah, me too. It’s this weird, quiet shame that so many of us carry, and we rarely talk about it.
My guest today, Serena Shoup, a CPA and bookkeeping CEO, gets on her soapbox about this within the first five minutes—and I was HERE for it. She calls out the condescending, shaming B.S. that can happen in the financial industry and gives us all permission to expect better. (And yes, that includes firing people who make you feel like crap about your business. Mic drop.)
This conversation is about so much more than just numbers. We get into Serena’s incredible story of building her firm as a “side hustle to motherhood,” how she accidentally created a second business teaching other bookkeepers, and the market shifts she’s seeing firsthand in her clients’ financials. If you started your business around the 2020 online gold rush, you NEED to hear her insights on what’s actually working now.
This episode is a masterclass in stripping away the fear around your finances and learning to see your numbers not as a report card on your worth, but as a powerful tool to help you build a business—and a life—that you actually love.
What You'll Learn in This Episode:
>>CONNECT WITH SERENA<<
FREE DIY Bookkeeping Guide!
Website: https://www.ambitiousbookkeeper.com/
Instagram: https://www.instagram.com/ofcoursefinancial
Podcast: The Ambitious Bookkeeper Podcast
>>YOUR NEXT STEPS<<
🤖Train AI to sound like you (in under 2 hours) with BrandCalibrator™
🔹Let’s talk Bots for your business! Book a coffee chat
🔹 Connect on Instagram
--------------------------
Entrepreneur School is proud to be featured on the Feedspot list of 30 Best Canada CEO Podcasts!

1,440 Listeners

21,375 Listeners