

The Ambitious Bookkeeper Podcast
Serena Shoup, CPA
The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www.ambitiousbookkeeper.com/bba Facebook: https://www.facebook.com/serenashoupcpa LinkedIn: https://linkedin.com/in/serenashoup Instagram: https://instagram.com/ambitiousbookkeeper
Episodes
Mentioned books

Apr 15, 2022 • 13min
44 ⎸ Best Advice from Accounting Course Creators
Send us a textIn this special episode, I’m bringing in 3 very special and powerful women in the accounting space: Katie Ferro, Keila Hill-Trawick, and Noemi Aguilar-Horta These three women are some of the other accounting/bookkeeping specific course creators that I asked to provide their top advice to you as course creators in our specific niche.This is a continuation of a series I’m putting together around creating courses, as so many people in our community have asked about creating courses. These women bring real solid not-sugar coated advice about creating courses.I’m honored to have these women on the podcast and being able to provide more perspective. I’m linking all of their info in the shownotes for this episode so you can connect with them and their programs.Katie Ferro - Owner of Orderly Accounting by Katie & Creator of Become a Bookkeeper & Life By the BooksIG www.instagram.com/orderlyaccountingbykatiePodcast www.katieferro.com/podcastKeila Hill-Trawick - Owner of Little Fish Accounting & Co-Creator of The Accountants Of Color CommunityWebsite https://www.accountantsofcolor.coNoemi Aguilar-Horta - Owner of Tikal Tax & Accounting and Mama Counts Bookkeeping CourseTikTok www.tiktok.com/@noemiaguilarhortaFacebook Group https://www.facebook.com/groups/mamacounts/?ref=shareGrab your Course Niche Guide here: ambitiousbookkeeper.com/nicheThanks 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)

Apr 6, 2022 • 28min
43 ⎸ What Creating a Course Has Actually Given Me
Send us a textIn this solo episode I’m taking you back to 2019 & when I started the Ambitious Bookkeeper Brand. This is a behind the scenes of how it all started in case you’re new around here, and even if you’re not, you may hear some things you didn’t know.This episode is really to give you a look at what creating a course has done for me and so many other people, so whether you’re interested in creating a course or just curious about the Ambitious Bookkeeper Brand story, you’ll have some takeaways from this.Get the New & Improved Onboarding Templates>>Get the Start a Bookkeeping Business Checklist>>Want 1:1 Mentoring? I’m opening up limited spaces for Voxer 1:1 monthly coaching. This is perfect for anyone with a busy schedule that still needs support. You can be a new firm owner, or a seasoned one, use it for mindset, elevating your pricing, services, marketing, etc. When you need support, I’ll be there, a voice-note or text away! Connect with me on instagram or email support@ambitiousbookkeeper.com to make sure it’s a good fit. Spots are filling for April & May!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)Kickoff with Asana for BookkeepersDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Mar 30, 2022 • 19min
42 ⎸ How to help clients that want to DIY
Send us a textWondering how you can serve DIY clients?In this solo episode I go into some ideas, experiences, and lessons learned around offering a DIY service to clients, questions to ask yourself before going down this path, and as always, some actionable tips for getting started.To enter the Workshop Bundle Giveaway, make sure you subscribe, screenshot this episode, type out what action you’re taking, and tag me on instagram @ambitiousbookkeeper or Facebook @serenashoupcpa.📧 Get the free Niche Guide: www.ambitiousbookkeeper.com/nicheThanks 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)Kickoff with Asana for BookkeepersDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Mar 23, 2022 • 45min
41 ⎸ What it's Like Launching Courses
Send us a textCreating a course is no easy feat. Launching it can be even more challenging. In this solo episode I’m diving into the stats from our most recent launch of The Bookkeeping Business Accelerator™️, as well as talking aboutwhat it’s like to launch a coursewho I learned fromand other tips and insights many people have been asking for.You can still join The Bookkeeping Business Accelerator Self-Paced Course here>>Course Mentors Mentioned In the Episode:Katie Fleming - Ambitious Mom PodcastHeather Sager - The Heather Sager ShowJill & Josh Stanton - The Wealthy Course CreatorAmy Porterfield - Online Marketing Made EasyLiz Wilcox - Email Marketing Membership (Affiliate link)James Wedmore - Mind your Business PodcastKajabi - Course Hosting, Website, Email Marketing (Affiliate link)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)

Mar 16, 2022 • 41min
40 ⎸ Podcasting + Standing Out with Krystal Proffitt
Send us a textOn today’s interview episode, I have a special guest on to talk about creating content, podcasting, and standing out as who you are.Even if you aren’t interested in starting a podcast, I know you’ll have a few takeaways from this episodes and get ideas on how YOU can start to stand out online.Here are some of the things we talked about:getting comfortable hearing your voice on a podcastwhat holds most people back from just startingletting go of perfection when creating contentAnd since she’s a business owner, I asked her what she thought is important in a bookkeeper, and this part of the conversation will be gold for you.Connect with Krystal:www.krystalproffitt.comDigital Course - Proffitt PodcastingThe Proffitt Podcast: https://krystalproffitt.com/podcastThe Poddy Report: http://thepoddyreport.comYouTube Channel: https://www.youtube.com/c/krystalproffittInstagram: https://www.instagram.com/krystalproffitttx/Facebook: https://www.facebook.com/KrystalProffittTX/LinkedIn: https://www.linkedin.com/in/krystalproffitt/Proffitt Podcast Online Community (FREE FB Group): https://www.facebook.com/groups/TheProffittPodcast/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.comAffiliate Links:Descript: http://descript.com?lmref=RdGGFABuzzsprout: https://www.buzzsprout.com/?referrer_id=1753696

Mar 10, 2022 • 23min
[BONUS] Bookkeeper Spotlight: Jen Fischer
Send us a textWe've got another bonus episode to help inspire you to build your business! This is a Bookkeeper Spotlight interview with one of our Accelerator Students, Jen Fischer.You can connect with her on Instagram: @numbersbyjenThanks 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.comAffiliate Links:Descript: http://descript.com?lmref=RdGGFABuzzsprout: https://www.buzzsprout.com/?referrer_id=1753696

Mar 9, 2022 • 42min
39 ⎸ Accounting + Human Design with Laura Torma
Send us a textIn this interview episode this week, I am interviewing one of my very first students of the bookkeeping business accelerator, but we do kind of talk about the beginning of us meeting. However, what I did bring this special guest on today to talk about isburnoutboundariesusing your intuitionhow to incorporate your human design into how you exist in your business and in life.Our guest, Laura Torma, previously known as Laura Watson, the number's nomad, is an intuitive life and business strategist.She used to be a CPA who worked with countless clients and accountants, and she has taken her experience and melded it with spiritual systems, such as human design to help all people come into the gift of who they are.I am so excited to have you listening to this conversation with Laura, and I hope that you take away something, if not, lots of things from this episode.Connect with Laura:Lauratorma_https://lauratorma.podia.com/hd-reading-via-zoomThanks 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.comAffiliate Links:Descript: http://descript.com?lmref=RdGGFABuzzsprout: https://www.buzzsprout.com/?referrer_id=1753696

Mar 2, 2022 • 11min
38 ⎸ How to Find the Right Mentor
Send us a textThere’s no doubt about it, you have your pick when it comes to working with a coach or mentor. In this solo episode, I’m breaking down how I suggest looking for one, or making sure you have the right mentor for you. Because they (we) are not all the same.And if you know you’re ready to work with me as your mentor, we are OPENING enrollment inside of The Bookkeeping Business Accelerator March 4- March 9. You can learn more at:https://www.ambitiousbookkeeper.com/bbaThanks 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.comAffiliate Links:Descript: http://descript.com?lmref=RdGGFABuzzsprout: https://www.buzzsprout.com/?referrer_id=1753696

Feb 23, 2022 • 14min
37 ⎸ Overcoming the Fear Of...
Send us a textIn this solo episode, I’m addressing some fears that many of us have about starting or growing our own bookkeeping or accounting businesses. I’m even sharing a funny story of my own ridiculous fears.Many of the fears we have hold a common theme:Fear of failure or not knowing enough.Hit that play button to hear my take on these fears and how to reframe them.Resources + Links Mentioned: The Bookkeeping Client CloserEpisode 29 - Scaling Back to Scale upBuilt to SellTeam WorkMake Em Beg to Work for YouThanks 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/serenashoupcpa

Feb 20, 2022 • 35min
[BONUS] Bookkeeper Spotlights
Send us a textHey Ambitious Bookkeepers! Today we're dropping a special Bonus episode to help inspire you if you're new to the thought of starting your own business, or you've recently made the decision to. A couple times a year, we open The Bookkeeping Biz Workshops — a workshop series just for those who are wanting to start or who have recently started their businesses. After the workshops are over, I usually bring in a few bookkeepers who I've worked with either in the Workshops or In The Accelerator program I have and I interview them about their journey of starting their businesses. I've never shared these outside of the workshops, so as a podcast listener, you're getting a sneak peak into what you might experience inside of the workshops or my other programs. I hope these interviews inspire you to take action—in whatever way that is, big or small: deciding to quit your job, or even just declaring that you will start your business and joining us in the upcoming workshops.Like I said, these are interviews from the last round of workshops in 2021, so if you want to hear the new stories that will be showcased in this new round, make sure you sign up. First I'll be interviewing Erin Pohan, an accountant, mom, and the owner of Upkeeping. Next you're going to hear from Misa, who was in my very first cohort of BBA, when it was a brand new program. I'll always hold a special place in my heart for my first cohort, as they've been along for the ride since the beginning. And as you'll hear from both ladies, the community we've built is one of the best parts. I hope these interviews inspire you as much as they do me, and their words of wisdom help you in some way.Register for the Bookkeeping Biz Workshops: bkworkshops.onlineThanks 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/serenashoupcpa


