LIMITED ⎸ The Bookkeeping Biz Workshops Day 2 - Tech Stacks

Nov 17, 2025

01:19:39

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Welcome to this special workshop series that will only be up for a LIMITED TIME (Till December 1st) where we're diving deep into what it really takes to start and run a virtual bookkeeping business.

In this episode, we pull apart accounting tech stacks so you know what you need and what would be nice to have.

In this episode you’ll hear:

Complete accounting stack breakdown
The business stack that'll scale
What you actually need to start
Solutions to common tech issues

Resources mentioned in this episode:

Get the Templates & Workbook for $27: https://www.ambitiousbookkeeper.com/offers/VhYZ8Efs
Start your free trial of Xero: https://xero5440.partnerlinks.io/xirpf8p1xkoz
Accountants & Bookkeepers: become a Xero partner: https://xeroamericas.partnerlinks.io/79afz10exu7d
Alyssa Lang’s Kickoff With Asana: https://serenashoup.krtra.com/t/41Ux6YmOFQYf
QuickBooks Online: https://www.referquickbooks.com/s/Serena4
Relay Bank: https://relayfi.com?referralcode=ShoupCPA
Gusto Payroll: https://gusto.com:/partners/i/serena591
Dubsado: https://www.dubsado.com/?c=shoupcpa
Canva: https://www.canva.com/join/relish-scale-floristic
Clockify: https://clockify.me/?fpr=qyebl2
Google Workspace: https://referworkspace.app.goo.gl/Xo4G
Kajabi: https://app.kajabi.com/r/SLFEMUL4/t/uiptq7nu
Double (Formerly known as Keeper): https://keeper.app/?via=serena
OpenPhone: https://openph.one/referral/XA0kFFR

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: https://www.ambitiousbookkeeper.com
Follow the Blog: https://www.ambitiousbookkeeper.com/blog
Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
Connect on Facebook: https://www.facebook.com/serenashoupcpa

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