The Ambitious Bookkeeper Podcast

Send us a textThis week we welcome back a good friend of mine and repeat guest - Alyssa Lang, the Workflow Queen, to talk about choosing a marketing strategy that’s right for you.In this episode you’ll hear:Alyssa’s current marketing campaign for her bookkeeping firmMy current marketing strategyComparing and contrasting why we both chose these differing strategiesAbout 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!After being in the accounting world for five years, Alyssa struggled with streamlining her practice. She felt frustrated and nervous and couldn't sleep at night not knowing where her client work would come from. She was overwhelmed by all the daily tasks, lost track of work and just couldn't keep up.Alyssa hit a wall and decided to make a change, so she started to automate her practice by creating workflows, systems and processes. She was then able to run her practice and take on more clients, scale and provide excellent service in the process!These days Alyssa’s a full-time educator. She’s also an Asana Certified Pro and her courses and resources have helped hundreds of bookkeepers and accountants worldwide!Listen to The Conquering Workflows & Systems PodcastConnect with Alyssa: workflowqueen.comInstagramJoin the waitlist for the upcoming Workflows Made Simple Challenge >>https://learn.workflowqueen.com/5-day-free-challengeThank 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.

Send us a textEveryone is talking about 1099s right now but there’s another tax form you should be aware of as a bookkeeper. I’m going to give you my year end pointers in this episode so you catch many of the things your clients need to handle at year end. Or that you can handle for them, and be the expert they rely on to know these things!In this episode you’ll hear:Business Property Tax1099sAnnual Corporation filingsHead to ambitiousbookkeeper.com/store and grab the workshops bundle to get my sales tax and 1099 workshopsThanks 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)

Send us a textFor this episode, I decided to play another panel interview I held with some students from our Elevate Summer Sprint last year. They share what this course truly has to offer!In this episode you’ll hear:some of the roadblocks students struggled with before Elevatewhat Elevate entails & how it workshow Elevate can help you finally get compensated for the services you’re providingResources mentioned:The Ultimate Guide to Creating a Profitable Bookkeeping BusinessElevateThanks 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)

Send us a textIn this solo episode, I’m sharing a couple of my biggest mistakes in business and how I’ve handled them. And if you’re curious about offering higher level services (CFO/advisory) to clients, you’ll definitely want to listen to this one.In this episode you’ll hear:how to handle “bad” investmentsshifting perspective when making mistakesradical responsibilityhow not to offer advisory servicesPrograms + resources mentioned:Elevate - Self-pacedThe Bookkeeping Business Accelerator®James Wedmore (one of my mentors)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: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this episode we are playing a panel interview I held with a couple of Accelerator students from a previous cohort. I thought it would be fun to take a little trip down memory lane as we kick off 2023 to inspire you whether you’re in the dreaming stage of starting your business or you have a full roster and you’re thinking of ways to grow and shift your business to serve you better.I’ll be interviewing Bahiya Thompson and Penny Rose.In this episode you’ll hear:A bit of their journeysBiggest takeaways from BBATheir favorite part of The Bookkeeping Business AcceleratorTheir advice to anyone thinking of joining BBAWe’d like to invite you to join BBA VIP today - we have Live Q&A Calls on the first Wednesday of each month, hot seat calls on the second Wednesday, and coworking sessions on 3rd Wednesday's. Join HERE>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: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this episode, I interview Simone, founder & host of the Cannabis Business Minds Podcast, a former auditor and current consultant in the financial industry. She shares her story about getting into cannabis accounting and how she helps accountants and cannabis customers navigate the industry. Many tips will translate into any type of accounting practice.In this episode you’ll hear:Freelance vs consultingThe importance of pre-education in acquiring clientsInterviewing business owners to learn their pain pointsChanging the accounting industryAnd more!About our guest:Simone Cimiluca-Radzins is a CPA with a vision to see a world where financial freedom is attainable for every individual that can dream, train, hustle, and repeat.Simone has more than a decade of experience helping Fortune 500 companies and startups improve operations, raise capital, and build better strategies to drive profit and empower employees.From corporate to cannabis, Simone made the jump into entrepreneurship in 2015 working with governments, community organizations, and startups to help build the nascent cannabis industry.Today, Simone trains entrepreneurs on how to confidently find their place as a CEO and have the tools to build a profitable business.Connect with Simone:LinkedInHer podcast: CannabisBusinessMinds.comInstagram: @businesswithsimone and @cannabisbusinessmindsAccountants Guide to Working in Cannabis download available here: https://www.cbmnetwork.com/courses/cfbResources mentioned in this episode:Earmark CPE (You can get CPE for listening to our interview episodes like this one… new episodes being added frequently!)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: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textThis week on the podcast I have my right hand & resident leadership coach, Meriah on the podcast and we’re talking all about core values, mission, and vision for your business as a way to build the culture (and business) you want to have.Even if you don’t plan on having a large team (or a team at all), this work is still imperative.It took me years to nail down my Vision, Mission, and Values, and truth be told, they’ll likely continue to morph. But Woweeeeee has this helped us build an A-team! ✨And I’m so freakin grateful for the culture we’ve built.In this episode you’ll hear:how we’re doing ita sneak peak of our actual vision & mission of the firmand as I’m writing this list I’m not sure we actually shared our core values but you can find them HERE.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: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this interview episode, I chat with Julee Yokoyama, a small business operational consultant who specializes in helping small businesses create contingency plans and succession planning. She helps people answer the question: “if something happens to me, what happens to my business?”In this episode you’ll hear:the difference between contingency planning & succession planningwhy both are still crucial for solo-business ownerswhat types of events you can plan forAbout our guest:Julee Yokoyama is a small business operations consultant. She’s a strategist with certifications as a Director of Ops, Project Manager, and End-of-Life Doula. Needless to say, she’s a planner who does her homework, and she helps service-based entrepreneurs do the same by organizing and protecting their business operations. The results? Peace of mind, operational efficiency, business growth, and overall life fulfillment. With 15 years of consulting experience in both corporate and small business settings, she guides and supports her clients through the tough conversations around risk assessment and contingency planning so the mission-critical aspects of their businesses are covered in case of emergency or extended leave.Julee lives in Seattle, WA with her husband and two fur babies, Lucy and Desi.Connect with Julee:LinkedInYouTubeInstagramGet The Project CYA Essentials and start creating a plan for your business if something happens to you.Legal Website Warrior - Contact Heather Pearce if you’re looking for a lawyer who works in the online business space!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: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textI interview Katie Fleming, an intuitive business coach & podcast host of The Ambitious Mom Podcast, and we talk about how your presence is the most profitable thing you can do, bridging your life with your business, and the number one thing you can do to level up in your business.In this episode you’ll hear:why radical responsibility is important to your successlooking at things objectively to find the meaningwhat the both and life is all aboutKatie Fleming is the founder of the Ambitious Mom® Brand. She is known for Profitable Presence™ and what she calls the “BOTH AND LIFE”. This is her unique ability to build a wildly successful and profitable business empire & a family legacy at the SAME TIME and her deep belief that we don’t have to choose “either or” but we can choose the “both and life” and have it all, NOW. No delay required. From the beginning of her journey she had a Divine Intuition leading her to be BOTH the CEO of a global brand AND the leader and partner on the Homefront leading the legacy within her family and own four walls. BOTH AND. Early on the phrase “pursue your calling both in and out of your home” led her brand and led her evolution BOTH personally AND professionally. Today, her community of ambitious heart centered entrepreneurs are creating impactful and revolutionary businesses that are changing the world while also changing the world within the stewarding of our homes.Connect with Katie:InstagramWebsite💻 Ambitious Mom® Brand📖 Leadership & Self DeceptionThanks 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 and Katie @katieflemingFor 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: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textI interview the CEO of Liveplan, Sabrina Parsons, and we chat about worklife balance as a mom; discussions to have with clients and how Liveplan can help support those discussions.In this episode you’ll hear:the mindset shift Sabrina had to make as CEO of a company and mom to little kidsa piece of advice that would help any bookkeeper add more value to you clients (it’s not even advisory!)features on the roadmap for LivePlanAbout our guest: Sabrina Parsons is CEO of Palo Alto Software, and developer of the best-selling business management software, LivePlan. Palo Alto Software, with headquarters in Eugene, Oregon, develops software and tools specifically targeted at entrepreneurs and small-business owners. Palo Alto Software employs over 70 employees and gives all employees paid maternity and paternity leave, supports a generous short-term disability policy, and focuses on employee benefits that honor and respect their employees’ whole lives. Sabrina assumed the CEO role in May 2007.Connect with Sabrina on LinkedIn>Explore LiveplanSignup for LivePlan: www.liveplan.com (Students of Elevate get a special discount code for LivePlan!)Checkout BPlans.com**************************************************Join Elevate: Self-Paced HERE>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: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)