The Ambitious Bookkeeper Podcast

Send us a textIn this SYSTEMS episode, I chat with David Cristello, founder and CEO of Jetpack Workflow - a company that specializes in assisting bookkeeping, payroll, and tax firms in streamlining their client work and automating deadlines.In this episode you’ll hear:David’s inspiration behind building Jetpack Workflowhow often you should review and tweak your processeshow to migrate to new softwares/tools efficiently to avoid overwhelmthe importance of understanding industry needs to tailor services and marketing strategiesResources mentioned in this episode:Jetpack WorkflowAbout David:David Cristello is a game-changer, ushering new ideas into accounting, a profession that’s been around for thousands of years.He’s an innovator, leading the development of Jetpack Workflow, an award-winning workflow software for accounting and bookkeeping firms. As a non-technical founder, David relied on customer-centric ideas and empathy to help pre-sell and then grow the company from a spare-bedroom idea to being ranked on the Inc. 5000 (#676) within the first four years of operation.He produces and hosts a popular podcast series, “Growing Your Firm,” and is a respected writer of blogs and eBooks, and co authored the best-selling, “Double Your Accounting Firm: Lessons Learned on How Top Firms Grow Faster, Build Stronger Teams, and Increase Profit.” In a focused and impactful way, David is helping others embrace the modernization and changes that are redefining the accounting industry.Connect with David:Listen to his podcast: Growing Your FirmConnect on LinkedInThanks 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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaFollow on Twitter: twitter.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this SYSTEMS episode, we have Alyssa Lang (Workflow Queen!) on with us again! We talk about ensuring clarity & efficiency in your client's onboarding journey, and we highlight the significance of creating seamless systems that allow for easier outsourcing or delegation.In this episode you’ll hear:the importance of separating processes in onboardingtech and tools we both use to automate onboarding as much as possiblea walk through of the onboarding process & touch points with clientsResources mentioned in this episode (some of these are affiliate links):PROGRAMS:Dubsado DecodedBreakthroughKickoff With AsanaSOFTWARE:DubsadoContent SnarePlootoAsanaGoogle Drive (Workspace)ZapierKeeperClockifySlackNotionOTHER PODCAST EPISODES WITH ALYSSA:Choosing the Right Marketing Strategy with Alyssa Lang[BONUS] How to Package + Sell Advisory Services with Alyssa + SerenaThe Honest Truth about Running a Business with Alyssa LangHow to Breakthrough to the Next Level with Alyssa LangScaling Your Bookkeeping Business with Alyssa Lang The Workflow QueenAbout our guestAlyssa, aka the Workflow Queen, teaches bookkeepers and accountants how to utilize tech and automation to create better workflows, systems and processes. As a result they can run their practices on autopilot, stress less and save time!Visit her websiteFollow her on IG @workflowqueenListen to her podcast: Conquering Workflows & SystemsThanks 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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring, Visit our website >Thank you for your support of our show. If you'd like to leave a review, click HERE.

Send us a textIn this interview episode, I chat with Ashley & Katie of Cabot & Main, a company that specializes in helping accountants setup systems, workflows & automations.In this episode you’ll hear:How Ashley & Katie created their business togetherWhat a typical TaxDome Setup looks likeWhy TaxDome is good for bookkeepers, not just Tax pro’sHow to beat overwhelm with systems & workflowsResources mentioned in this episode:TaxDomeClickUpDubsado (affiliate link)About our GuestsKatie Toscano & Ashley Meripol are former corporate accountants, turned operations & project managers who found a love for helping the accounting business owner community. After doing their own thing as business owners for a few years in bookkeeping and operations, they decided to partner together to bring their 10+ years each of experience to helping their clients thrive. They were tired of seeing their accounting friends work ridiculous hours, sacrificing time with family, stress & overwhelm just because that’s the way it’s always been. Ashley & Katie have a serious love for all things systems, organization, technology and business, and are passionate about the "anti-hustle" life of working smarter not harder, and taking those Saturdays off.They are excited to launch their new monthly membership, the Tax Tech Collective as a space for business owners to gain access to their signature TaxDome Accelerator course designed to deliver rapid results, equipping accounting pros with actionable steps, time-saving templates, access to a thriving community of like-minded professionals, and specialized training for their admin support team.Connect with Cabot & Main:Follow on IG @cabotandmainJoin their new monthly membership ➡️ The Tax Tech CollectiveThanks 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 @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website >Follow the Blog >Connect on IG >Connect on LinkedIn >Connect on FB >Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textStruggling to market yourself because you’re an Introvert? Listen to this Minisode to hear how I market as an introvert!In this episode you’ll hear:5 places to market yourselfThanks 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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaFollow on Twitter: twitter.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this NICHE series episode, I talk with Meryl Johnston, the co-founder of Bean Ninjas. She shares her journey into e-commerce accounting and the valuable lessons she's learned along the way. From managing a team of contractors to choosing profitable clients, she provides valuable tips for success.In this episode you’ll hear:The number one thing to think about when starting or growing a firmHow to analyze your client base for niching down (step by step!)The most important quality to look for in hiring senior employeesResources mentioned in this episode:The Lifestyle Accountant PodcastThe Bookkeeping Business Accelerator®️The Bookkeeping Client Closer (mini-course)About our guest:Meryl is a Chartered Accountant and investor. She founded Bean Ninjas in July 2015 with $1,000 following the 7 Day Startup methodology. Now 8 years later the company operates in Australia, the US and UK and has a distributed team of 30 people. She is now focused on her podcast, the Lifestyle Accountant Show, and investing in businesses in the accounting industry.Connect with MerylLinkedInThanks 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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaFollow on Twitter: twitter.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this NICHE series episode, I talk with Kelly, owner of Summer Dove Bookkeeping, a niche firm specializing in bookkeeping for real estate professionals. She shares how she has noticed a common trend among many RE agents - they often treat their commission as a paycheck - and how she supports them in embracing a more business-oriented approach. She also opens up about her experience in the industry and how she got to where she is today.In this episode you’ll hear:Tips on finding contractors & building a team, as well as creating a positive work cultureChallenges of managing client growth and increased volumeHow Kelly implements scope reviews to ensure fair pricingResources mentioned in this episode:The Bookkeeping Business Accelerator®️The Bookkeeping Client Closer (mini-course)Kickoff With Asana (affiliate link)Dubsado (affiliate link)Episode on LinkedIn Marketing StrategiesAbout our guest:Kelly is the owner of Summer Dove Bookkeeping, wife of a hobby enthusiast, and Mama to three wild little boys. She lives in the mountains of East Tennessee where she and her family go on lots of adventures. She runs on coffee, Jesus, and sarcasm, and she strives to help everyone around her feel at peace. Connect with Kelly:Follow on IG @summerdovebookkeepingCheck out her DIY Profit Tracker - Perfect for RE Agents or other solopreneurs who need to track their finances but aren't ready for a bookkeeper yet!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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring, visit our website: ambitiousbookkeeper.comThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this NICHE series episode, I chat with Haley Bonczyk, who specializes in the Property Management industry. She’s the owner of Thrive Bookkeeping and a mother of three, and has overcome many challenges on her journey to find the perfect balance between being a mom and running a successful bookkeeping business.In this episode you’ll hear:Haley’s business modelBalancing motherhood with a bookkeeping businessDeciding when clients are worth the time and the off-boarding processResources mentioned in this episode:The Bookkeeping Business Accelerator®️The Bookkeeping Client Closer (mini-course)Bookkeeper LaunchAbout our Guest:Haley started her business back in 2017 with the intention of creating a sustainable job that she could continue to do once she had children. Her oldest daughter was born in 2019 and she maintained a business that had no niche, few systems, and a couple of contractors for about a year before she became fed up with the cycle of stress it was causing her. Fast-forward to today, she has focused in on her niche, has two contractors, and is working hard on the business to create repeatable systems and processes.Connect with Haley:Website >Instagram >Facebook >LinkedIn >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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this NICHE series interview I chat with Tyler Otto, who specializes in the Hospitality industry — from his corporate days in Finance, he’s built a successful firm and is sharing some insights about growing a team and marketing his firm to get it off the ground.In this episode you’ll hear:Tyler’s go-to market strategy to gain initial clients after he lost his corporate job during the pandemicHow he has attracted stellar team members & how his team is structuredHow he’s been able to keep team morale up to retain talentResources mentioned in this episode:The Bookkeeping Business Accelerator®️The Bookkeeping Client Closer (mini-course)Bookkeeper LaunchKeeperTraction - by Gino WickmanRocketfuel - by Gino WickmanE-Myth - By Michael GerberAbout our Guest:Tyler Otto is the owner of Specialty Bookkeeping, LLC, where he has developed a winning formula for an innovative, virtually based accounting and tax firm. His company leverages technology to simplify client’s financial processes, creating greater visibility into their financials and driving profit. He has extensive experience in the finance side of the hotel and tourism industry where he has also served as the Corporate Director of Finance with Imprint Hospitality in 2020.Connect with Tyler:LinkedIn >Youtube >Excel Course >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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaFollow on Twitter: twitter.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Kirstin Reeder, owner of Purple Sapphire Business Solutions, specializing in Tourism & Travel companies, discusses topics including pricing clients with GoProposal, pain points of seasonal businesses, attending industry conferences, and helping DIYers in her niche. Kirstin shares insights on building a niche bookkeeping business in travel and tourism, acquiring clients through referrals and conferences, team structure, benefits of having a niche, and using niche blog posts to attract clients.

Send us a textIn this Niche Series interview episode, I talk with Dan Luthi, Partner at Ignite Spot Accounting. This epi is particularly interesting because Dan’s firm doesn’t have a niche! So we chat about all their unique strategies and the power of collaborating, investing, and advertising.In this episode you’ll hear:team structure and growth opportunities for employeesbilling based on annual recurring revenuestreamlining workflows and managing platform updatesResources mentioned in this episode:The Bookkeeping Business Accelerator®️The Bookkeeping Client Closer (mini-course)About our guest:Dan Luthi is a Partner at Ignite Spot Accounting. For over a decade, he has worked with small businesses throughout the United States to do excellent accounting and make it useful for each business owner’s life and employee. Dan’s current position focuses on our clients’ needs through process development, system management, customer care, and business development. In addition, being a member of Intuit’s Accountant Council, Intuit’s Payroll Council, Gusto’s Partner Accountant Council, a member of Accounting Salon, and Bill.com Accountant Council have allowed him to directly share immediate client needs and feedback with their key providers. Each of these partnerships and several certifications will enable him to fulfill his joy of helping clients bridge the gap between accounting and personal goals.Connect with Dan in LinkedIn >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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaFollow on Twitter: twitter.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)