The Ambitious Bookkeeper Podcast

Send us a textIn this episode, Serena talks about how to balance gaining new clients with delivering on promises for current clients.In this episode you’ll hear:Prioritize communication with current clientsSchedule specific times for client acquisition effortsConsider outsourcing non-essential tasksExperiment with different strategies to find what works best for your businessSet realistic expectations for yourself and your clientsDon't be afraid to ask for help or advice from others in the industryResources mentioned in this episode:The Bookkeeping Business Accelerator - Open for enrollment on sale May 22-May 26Thanks 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 textWe want your questions! We’re putting together a special episode for our 100th episode. We’d love for you to submit a question to be answered on air! Record a voicenote and email it to support@ambitiousbookkeeper.com with the subject line: 100th PodcastIn this interview episode, I interview a local CPA firm owner, Stephen Crandall, who I met at a Young Professionals Networking event! Stephen brings 10 years of experience running his firm into a value-packed conversation with me. you don’t want to miss this one! This episode is a must listen, no matter where you are on your journey, as it will give you insight to what it’s like to grow a sizable firm.In this episode you’ll hear:transitioning from public audit to owning a firmhandling big mistakeswhen you know you’re ready to strike out on your owndeveloping talentacquisitions and more!About Stephen:Stephen is a CPA and CPA firm business owner. He started his firm in 2014 and has grown to a 25 person firm with offices in Prescott and Scottsdale, AZ. They are a traditional full service CPA firm but operate with a nontraditional fun, hard working, and very friendly group of professionals.Connect with Stephen:Website: https://www.scaasolutions.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, @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 textListen in to an on-air strategy session with one of my students!In this episode you’ll hear:How to handle 10k of prior year transactions on a cleanup when the client has already filed those taxesHow to have a conversation with a client about compliance issues and presenting multiple optionsHow to handle when a client doesn’t take your advice or can’t afford to hire you to implementThanks 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 interview episode, I chat with Mallika Malhotra about brand strategy, niching, and positioning. A continuation of last week’s topic around marketing!In this episode you’ll hear:How to begin working on your brandingHow to define a niche whether you’re established or brand newHow to position your team as part of your branding if you are building an agencyResources mentioned in this episode:Be sure to watch for her September MastermindMeet Mallika:Mallika Malhotra is The Brand CEO, an award-winning branding expert, confidence-stirring mentor, dynamic speaker, and author. For years, she worked in corporate advertising on big brands like L’Oreal, Oil of Olay, and Hidden Valley Ranch. Now she helps women entrepreneurs master their message, stand out in their crowded market with a power niche, and develop brands that are magnetic, memorable and money-making. She’s on a mission to empower women to unleash their power so they can achieve leadership and success. When she's not building brands, Mallika is drinking coffee or red wine, reading a stack of books and dreaming about their next global adventure. She lives in beautiful Maine with her husband, 3 sons and mini Bernedoodle, Jax.Connect with Mallika:http://www.mallikamalhotra.cohttp://www.instagram.com/mallikamalhotra.cohttps://www.facebook.com/mallikamalhotra.cohttp://www.linkedin.com/in/mallikamalhotracoFree Ready, Set, Brand tool : https://mallikamalhotra.co/home/#freebieFree Facebook Brand Group : http://bit.ly/brandpowerhourcommunityThanks 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 interview episode I have Michael King from the CFO Accelerator on to chat about marketing, branding, and positioning your firm.In this episode you’ll hear:The importance of brandingan exercise you can do to figure out why you’re attracting the ‘wrong’ clientskeeping your marketing machine (examples, too!) going even when you aren’t accepting new clientsHow to manage the ChatGPT conversation with clientsMichael King is the CEO of KFE Solutions, a fractional CFO firm based in Dallas, Texas, and the founder of The CFO Accelerator, where he works with accountants and fractional CFOs who are looking to start to scale and optimize their advisory services. Connect with Michael on Instagram @thecfoacceleratorSign up for his 5 Minute Fractional CFO Newsletter: https://www.thecfoaccelerator.com/blogAttend the CFO Accelerator LIVE: https://www.thecfoacceleratorlive.comThanks 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: https://www.iangilliam.com/sabr-media-llcDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this special interview episode, I have my sister on the podcast! She’s a former social worker and relationship therapist-turned-coach here to talk about building a strong inner circle of friends.In this episode you’ll hear:why strong friendships are important for entrepreneurshow to be intentional about building relationshipshow to manage capacity & boundaries in business (and your personal life!)Resources mentioned in this episode:The Art Of Asking by Amanda PalmerFree Inner Circle Assessment - use code AMBITIOUS at checkout!WorkshopAbout our guest:A former social worker and relationship therapist-turned-coach, Rita is passionate about helping other women and entrepreneurs deepen their connections to others. As a mom and entrepreneur with over a decade in the field of mental health counseling, she's seen how critical it is to have a circle of emotionally intimate friends. She has many hobbies and passion projects centered around building strong communities and enjoying the outdoors.Connect with Rita:www.ritahallaveldcoaching.comrita@ritahallaveldcoaching.comThanks 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 textOur on-air 1-1 strategy sessions are back! Listen in today as I mentor and coach a student of mine through feeling overwhelmed and at capacity while still wanting to grow her business.In this episode you’ll hear:tips for deciding on what to delegatesteps to take to create guardrails around your timeintroducing the waitlist & intake form to filter out prospectsWould you like a strategy session? You can book yours here!Or join our Small Group Mentoring calls here.About AshlyAshly is the founder of Precision Advising and Consulting. She focuses on helping service-based small businesses and family farms understand their finances and how to be current and accurate so they can make sound business and financial decisions.Ashly loves to help others, especially other small business owners. She is passionate about the work and talent of each client and enjoys being her clients’ “go-to” person for all small business accounting, advising, and consulting needs.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)

Send us a textIn this interview episode, I am chatting with one of my clients, Marisa, about how she’s been leveraging LinkedIn and relationship marketing to book clients and grow her audience. Grab your notebook, because we have lots of actionable tips and advice around LinkedIn!In this episode you’ll hear:How to connect with B2B on LinkedInWhat kind of content works wellHow often to post & engage5 tips for growing your authority on LinkedInAbout our guest:Marisa is a Ray Edwards Certified Copywriter and "You Are the Brand" expert. She's the founder of Copy Connection, an online copywriting program that helps business owners promote like a pro and increase sales. In addition, she is the host of the "Resilient Faith Online" podcast.Connect with Marisa: https://www.linkedin.com/in/marisashadrick/Download her free resource:https://marisashadrick.ac-page.com/Turn_Knowledge_Into_Online_RevenueThanks 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: https://www.iangilliam.com/sabr-media-llcDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textHey ambitious bookkeepers! In this episode, I'm getting real about my "accidental" start in accounting and why NOW is always the best time to start your bookkeeping business. I'm sharing my journey from elementary education major to single mom working at a health food co-op, all the way to building my own virtual bookkeeping firm while raising kids. Spoiler alert: success doesn't require a perfect plan!In this episode you’ll hear:How I got into accountingThe exact steps I took to transition from corporate controller to freelance bookkeeperLessons I learned the hard way so you don’t have toand much more!Resources mentioned in this episode:The Bookkeeping Business Accelerator🎙️ Should you get your CPA license?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 LLC: https://www.iangilliam.com/sabr-media-llcDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this solo episode I tackle two of the most common questions I get asked about: pricing & diagnostic reviews!In this episode you’ll hear:why you shouldn’t fall for the trap of pricing like your competitorswhy Bench & Pilot are able to charge as low as they dowhy you should incorporate diagnostic reviews into your proposal processwhat you’ll need from clients to complete a diagnostic reviewResources mentioned in this episode:The Bookkeeping Business Acceleratornail down your pricing strategieslearn the complete diagnostic review process in QBO & XeroConnect with Alyssa, the Workflow Queen, to learn about her free diagnostic review!EP 85: Choosing the Right Marketing Strategy with Alyssa LangThanks 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: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)