The Ambitious Bookkeeper Podcast

Send us a textIn this interview episode, I’m chatting with the hosts of the I Love Bookkeeping Podcast, Melissa Honan & Hannah Robinson. In this episode you’ll hear:How to stay motivatedHow to be intentional with your timeHow to aggressively guard your personal timeThanks 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 Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)Connect with our guests on Instagram:@bookkeepersdotcom & @honanconsultingSign up for Bookkeeper Launch and use Promo code: ILB10AMBITIOUS

Send us a text In this interview with Ben Day, the CEO of Lionshare Bookkeeping and founder of Built By Bookkeepers, we have an incredible conversation about how he grew his firm in the last 5 years and what he has going on now. In this episode you’ll hear:How Ben grew his team to 20 peopleHow your vision can change3 things you need to grow as a person and CEOThe one question to ask yourself that will illuminate the best way forward for youFind out more about Ben & his programs: www.builtbybookkeepers.comAbout Ben:Ben started Lionshare Bookkeeping in 2017 shortly after graduating college. With a job as a bartender and a bachelor's degree in music, Ben decided to try and make a little extra money bookkeeping on the side. 5 years later, Lionshare Bookkeeping serves over 100 real estate investment businesses across the country, providing bookkeeping services to landlords, house-flippers, fund managers, and any business where real estate is managed. Ben also works as an interim CFO to select clients, and as a coach to other bookkeeping professionals through his Built By Bookkeepers program.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 & Ben, @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 Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this special interview episode I have my Integrator, Meriah on to take you behind the scenes of our culture, how we met, and how we continue to grow the team and maintain our culture.If you’re ready to elevate your leadership skills and start growing your own rockstar team and culture, we’re ready to help you! Tap into Meriah’s genius to help you learn how to be an amazing leader.In this episode you’ll hear:How I found MeriahHow you can start attracting the team you wantHow to build the culture you’ve always wantedThe steps and timeline to hire as you growThanks 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 ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textThis is a very special episode — a takeover! from my business mentor, James Wedmore. We interviewed him a few episodes back but today he’s recorded a solo episode just for you about How to Work Less but Make More. Which is something we can all agree that would be nice, right?So tune in today to hear:the time & money connectionthe way of being you have to disconnect fromhow to leverage offers and scaleIf you’re ready to learn more from James and implement some of the strategies that I operate with in my business, so you can make more and work less, click these links below:Rise of the Digital CEO Free Trainings>>Business By Design  >>Connect with James on Instagram>>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 James @jameswedmoreFor 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 Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textSuch a special episode for you today! This is our 50th episode AND the kickoff of a new series we’ll be doing offering on air Strategy sessions. What better way to celebrate our 50th episode with a real-life mentoring session?!Today I’ll be offering some strategy and advice to a current Bookkeeping Business Accelerator student, Penny Rose, CPA.Penny is a CPA who offers tax advisory and preparation along with bookkeeping. Penny and her husband also offer financial coaching. They moved into their RV full time a couple of years ago. Penny is still working her 9-5 job and plans to support the family’s lifestyle with her business in the next year. Penny’s niche is content creators.In this episode you’ll hear:how to present additional services that a client would benefit fromhow Penny is using visibility in her niche to grow her businesshow Penny is embracing an abundant mindset combined with action to attract the right clientsIf you’d like to connect with Penny, you can find her onInstagram or 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, @ambitiousbookkeeper and Penny @fififofumpersonalcfoFor 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 textThe onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra Courtney, who has helped me and countless other bookkeepers and accountants with setting up their Onboarding workflows using Dubsado.In this episode you’ll hear:How to capture lead informationInformation you should have on your proposalsWhen the best time is to implement a system like Dubsado for onboardingYou can connect with Kendra on Instagram or her websiteWhen you join The Bookkeeping Business Accelerator, you have the option of upgrading to Elite to receive a full Dubsado Setup (with Kendra) and Website (with Tia) plus a strategy call with me and two mindset coaching calls with Meriah!If you want to DIY your Dubsado setup, enroll in Dubsado Decoded HERE>>Get 20% off your first month or year of Dubsado HERE (affiliate link) >>Listeners can join Kendra’s free course: https://kendracourtney.thrivecart.com/tackle-your-dubsado-workflowsThanks 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 and Kendra, @ambitiousbookkeeper & @kedracourtneycoFor 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 textFor 10 years, James Wedmore taught entrepreneurs and online business owners how to leverage the power of online video and YouTube marketing to reach more people, share their message and convert more customers. In 2016, James made a massive shift to focus on a big gap missing in the marketplace: the mindset needed for entrepreneurship. He launched a totally woo-woo podcast, the Mind Your Business Podcast and his signature program, Business By Design. Today he helps coaches, experts, content creators, and authors not only to craft better marketing messages but also how to ditch the “hustle” mentality and create success from the inside out.James and his program, Business By Design were instrumental in me launching and growing The Ambitious Bookkeeper programs to what they are today. If you like my teaching style, I think you’ll love his, too!Listen to this episode to learn:how to become a digital CEO (and what that is)how to bring more value to your clients (from the mouth of a multi-million dollar CEO himselfhow to get started offering digital products (like courses or group programs)and moreListen to The Mind Your Business Podcast with James>>Tune into Jame’s FREE series: Rise of the Digital CEO Starting June 2, 2022 >> https://www.jameswedmoretraining.com/a/2147513259/zPShVuztBusiness By Design>>>Listen to MYB Podcast Episode 541 (the one with Candus & Jonathan Kampfer)>>For more info about James, check out his website: https://www.jameswedmoretraining.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 us, @ambitiousbookkeeper, @jameswedmoreFor 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 textIn this solo episode, you’re going to be listening to a Facebook Live I did, covering:What is Advisory?6 Services you could offer as advisoryHow to handle charging for itHow to handle doing these for freeWhere to learn how to perform some of these servicesMake sure you follow me on Facebook so you catch the next livestream in this series and you can ask the questions YOU have!Thanks for listening. For 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/serenashoupcpaPodcast Publishing ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textThis week I’m interviewing Jody Grunden co-founder and CEO of Summit CPA Group, a leading Virtual CFO firm in the creative agency space. We are talking about scaling, removing yourself from your firm, offering CFO services, building an amazing virtual team culture, and lots of things in between.After we stopped recording, I told Jody I wished I’d found his firm when I was still working in corporate because I totally would’ve worked for him. If you’re not ready to start your own firm or know it isn’t for you but you want to work for an awesome virtual firm, they’re always growing and hiring, so go check them out!Connect with Jody on LinkedIn: https://www.linkedin.com/in/jodygrunden/Listen to Jody’s Podcast: https://www.summitcpa.net/podcastsGet the Virtual CFO Playbook: https://vcfoplaybook.summitcpa.net/Thanks for listening. For 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/serenashoupcpaPodcast Publishing ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textYou’re most likely already offering some level of advisory and either not aware or not confident enough to charge for it. And if not... In this week’s episode, I’m going to answer the question “When will I be ready for advisory” and give you some ideas of things you could offer.We cover:what is advisory?why would you want to offer it?how will you know you’re ready?what do you need in place first?where to go to learn?Join the Elevate: Summer Sprint to start elevating your skills and client experience >Thanks for listening. For 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/serenashoupcpaPodcast Publishing ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)