The Ambitious Bookkeeper Podcast

Send us a text This is part 2 of our previous episode where Meriah (my Director of Operations at Team Shoup) and I are breaking down how we collaborate as a team to get everything done and maintain our team culture. In this episode you’ll hear:the tech and tools we use to collaborate externally(client-facing) and a few that we use to collaborate both internally and externallyhow we get the most out of these toolsour favoritestips to handle learning new toolsProducts Mentioned (some are affiliate links)XeroHubdocAcuityDubsadoKajabiRelaySpark emailGoogle DriveVoxerResources Mentioned In This Episode:Podcast Episode: Why We Are A Xero FirmPodcast Episode: How to keep your client data secureDubsado Decoded: Dubsado DIY TutorialThe Bookkeeping Business AcceleratorThe Bookkeeping Biz WorkshopsElevateKatie Fleming Podcast Episode on VoxerThanks 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 of 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 ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)This episode is sponsored by: LiveFlowReceive 20% off your first 3 months by using code AMBITION at checkout:http://www.liveflow.io/partnerships/ambition

Send us a text I get so many questions about what tools we use and how we use them, so this week Meriah (my Director of Operations at Team Shoup) and I are breaking down how we collaborate as a team to get everything done and maintain our team culture. In this episode you’ll hear:the tech and tools we use to collaborate internally (next week will be about tools we use client-facing)how we get the most out of these toolshow to handle the overwhelm when it comes to all of these toolsEpisode 19: Why We’re a Xero FirmProducts Mentioned (some are affiliate links)ZoomLoomAsana - Learn to implement with Kickoff With Asana for Bookkeepers & AccountantsNotion - Learn to implement it with Breakthrough for BookkeepersSlackGustoCanvaLoomly1PasswordClockifyThanks 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 of 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 ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)This episode is sponsored by: LiveFlowReceive 20% off your first 3 months by using code AMBITION at checkout:http://www.liveflow.io/partnerships/ambition

Send us a textI recently connected with someone online who wants to start her bookkeeping business in the future, but still needs to build some skills. I also had a request a while back from someone in my DMs about covering the topic of contracting with other firms, CPAs, or bookkeepers. So in today’s episode, I’m going to cover just that: the upsides and the downsides, but also…. what you need to know about starting a Bookkeeping Business in 2022.So if you find yourself wondering should I contract with a more established firm to gain experience or even just to supplement revenue, keep on listening. This one is for you.In this episode you’ll hear:3 Main things I would do differently if I started all overUpsides to being a contractor for another bookkeeperDownsides to being a contractorReferral partnershipsLinks Mentioned:BBA is on sale for $497 off the regular price through the end of august. just use code: BACKTOSCHOOL at checkout when you go to ambitiousbookkeeper.com/bbaBookkeeper Launch - QBO FocusedBecome a Bookkeeper - Xero FocusedThanks 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 of 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 ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)This episode is sponsored by: LiveFlowReceive 20% off your first 3 months by using code AMBITION at checkout:http://www.liveflow.io/partnerships/ambition

Send us a textIf you've been in our space for even just a little bit, you've probably heard of my guest from today. His name is Blake Oliver. He is the cohost of the cloud accounting podcast. He is the founder of earmark CPE. He is the Accounting Community Advocate for Relay Bank. And I finally have him on my podcast today to talk about his entire journey.So if this is something that you've been wondering about for a while and like, why is he everywhere? What is he doing? How did he get here?You're going to want to tune into today's episode. It's a very casual conversation— I feel like I've known the guy forever because, well, I've been listening to the cloud accounting podcast pretty much since it launched so if that's you too, sit back, relax, and enjoy today's conversation with Blake Oliver.In this episode you’ll hear:How Blake built a bookkeeping firm and sold it in 5 yearsWhat he does with his free timeHis current projectHis role at Relay BankThanks 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 of 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 ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)This episode is sponsored by: LiveFlowReceive 20% off your first 3 months by using code AMBITION at checkout:http://www.liveflow.io/partnerships/ambition

Send us a textIn this episode you’ll hear:the mindset shifts you make as an entrepreneurbecoming an educator in the accounting spacelaunching programs through challengesFind out more about Mariette: https://courses.masteryourbooks.com/Get in touch with or follow Mariette: masteryourbooks@mariettemartinez.comhttps://www.instagram.com/mariettemartinezmyb/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 of 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 ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)This episode is sponsored by: LiveFlowReceive 20% off your first 3 months by using code AMBITION at checkout:http://www.liveflow.io/partnerships/ambition

Send us a textHaving a virtual bookkeeping business means you need a secure way to store and share documents with your clients and your team. In this Solo podcast I’m going to go over how to use G Suite in your bookkeeping business and best practices for file structures and naming conventions.Listen to Episode 23 with on what kind of Insurance Bookkeepers Need >>In this episode you’ll hear:How we use Google Drive in our businessBest practices when it comes to file namingChoosing a file systemAnd more! I swear, this is a really fun episode!If you need more of a visual on this, head to our blog to read everything we went over! https://www.ambitiousbookkeeper.com/blog/gsuiteGo here to download the checklist of items to ask clients for: https://www.ambitiousbookkeeper.com/onboardUse my affiliate link for Google Workspace>>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 of 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 ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)This episode is sponsored by: LiveFlowReceive 20% off your first 3 months by using code AMBITION at checkout:http://www.liveflow.io/partnerships/ambition

Send us a text In this interview episode, I have my biz bestie (and actual friend) Alyssa Lang, the Workflow Queen back on. In this episode you’ll hear:How your business is a reflection of who you arehow to get re-inspiredCreating the intention to be a removable CEOLife updates from both of usThanks 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 & Alyssa, @ambitiousbookkeeper @workflowqueenFor 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 of 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.Join the Workflows Made Simple 5 Day Free Challenge with Alyssa and her team:Ambitiousbookkeeper.com/workflowsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)This episode is sponsored by: LiveFlowReceive 20% off your first 3 months by using code AMBITION at checkout:http://www.liveflow.io/partnerships/ambition

Send us a text In this interview episode, I have special guest, Charlotte Isaac on the show to talk about your client experience, being a part of a community as a way of growing your business, and lots of actionable tips to implement right now in your bookkeeping business. In this episode you’ll hear:4 Ways to make your client experience betterHow to use a tool like Dubsado to implement thoseReal suggestions and tips on communicating your expectations to clientsHow joining communities can help you grow your businessYou’ll hear Charlotte and I talk a lot about Dubsado in this episode. If you want to try it out, use code SHOUPCPA to sign up or upgrade to a paid plan during the Dubsado Summer Sale, to get 20% off the already discounted price of $35.Or CLICK THIS LINK>>Connect with Charlotte 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, @ambitiousbookkeeper and Charlotte, @charlotteisaachqFor 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 of 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 ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)

Send us a text In this interview episode, we have a repeat guest: Liz Wilcox sharing her secrets on how to infuse your personality into your business and email marketing. Don’t worry, it’s a good step-by-step which I know you’ll love! In this episode you’ll hear:3 tips for infusing your personality into your email marketinghow to communicate your vision to clientshow to express your values to current & future clientsJoin the waitlist for Liz’s Email Marketing Membership 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 & Liz, @ambitiousbookkeeper @thelizwilcoxFor 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 of 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 ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textListen in on a recent Masterclass I cohosted with Alyssa Lang, the Workflow Queen. To watch the masterclass and/or join the Elevate Summer Sprint before July 5th go here: https://www.ambitiousbookkeeper.com/replaytag me and Alyssa on Instagram as you listen with your big takeaways!@ambitiousbookkeeper@workflowqueen