The Ambitious Bookkeeper Podcast

Send us a textIn this interview episode, I'm chatting with Italian Tax Expert, Paolo Rigo of Studio Rigo on the story of his international tax niche as well as talking about building your skills in sales. Paolo runs a team of 25 and has a lot of value to bring!You can connect with Paolo:YoutubeInstagramFacebookThanks 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

Send us a textSHOW NOTES:In this interview episode I am joined by The Mompreneur Guide, Megan Moran, to talk about how one can start to simplify her business. She takes us through 3 steps to gain clarity and begin simplifying so we can be more present and focused in our businesses and with our families.You can connect with Megan here:themompreneurguide.com/subscribeInstagram: @mompreneurguideThanks 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

Send us a textIn this interview episode I'm chatting with one of my very first students/mentees, Yaussy Casmartino who runs a bookkeeping & HR business just herself and one contractor at this time, servicing 20 clients! We're diving into finding the right contractor, training, and how she found the 20 clients she now has. Tune in to be inspired by a real bookkeeper story!Instagram: @source.lyn | Facebook: @sourcelyn | Website: https://www.sourcelyn.com/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/serenashoupcpa

Send us a textIn this interview episode I have Jock Wols, the CEO of RiskDesk, which specializes in finding the right insurance coverage for professionals and works extensively with Accountants, Bookkeepers, and Attorneys as well as other business professionals. Jock is helping us understand what type of insurance we need, when we need it, and things to consider when assessing your risk tolerance, plus so much more. This episode is value-packed and surely will answer your questions that pertain to Insurance.Reach out directly to Jock at jock.wols@myriskdesk.com or find out more at www.myriskdesk.com.In the show I mention a checklist that talks about buying insurance. You can grab that here: Start a Bookkeeping Business FREE ChecklistThanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Connect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect of Facebook: Facebook.com/serenashoupcpa

Send us a textIn this interview episode, I'm chatting with my friend, Anna Nelson, a Gallup Certified Strengths Coach, on what it looks like to build a business based on your unique strengths.Anna knows first-hand that focusing on your strengths or ‘superpowers’ and delegating the stuff that you might not be so good at is the key to true business growth and success.But to do that, you need to be able to identify what your superpowers actually are.As a Gallup Certified Strengths Coach, Anna works with business owners to build profitable, fun businesses. Through 1:1 coaching and team workshops, she helps entrepreneurs discover their superpowers and assemble a team that empowers them to do more of what they naturally do best.And that is literally Anna’s superpower.If you’re smart, driven, and an expert in your field… but there’s something getting in the way, preventing you from moving forward … and you can’t quite put your finger on it…this is for you.Connect with Anna on instagramDownload a guide to building a business based on your strengths hereThanks 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

Send us a textIn this interview episode I have the one and only Workflow Queen, Alyssa Lang on the podcast to talk about the recent retreat she put on in Nashville, TN. We recapped how the retreat came about, biggest takeaways, and what all went into putting on a retreat. Plus we talked about the foundations everyone should have in place in order to grow.If you're ready to implement those foundations,Free challenge (11/8 - 11/12): https://serenashoup.krtra.com/t/axGBX65PCHCpInstagram: https://www.instagram.com/workflowqueen/Website: https://www.workflowqueen.com/Retreat waitlist: https://www.breakthroughwithsystems.com/retreat-waitlistConquering Workflows & Systems for Bookkeepers & Accountants podcast: https://podcasts.apple.com/us/podcast/conquering-workflows-systems-for-bookkeepers-accountants/id1576274369Thanks 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

Send us a textIn this interview episode, I have Kate Johnson from the Bookkeeping Sidehustle Facebook Community (which has over 16k members!). We're chatting about how her group started, what her firm looks like, and lots of other random inspiring bits. We hope you enjoy this interview! Kate owns Heritage Business Services, LLC, a virtual bookkeeping firm serving small business clients all over the United States. She can also be found helping other accounting professionals build a virtual accounting career they love inside her Bookkeeping Side Hustle Community.She is a very proud Texan, Baylor Bear, and Navy wife. Her hair fits her personality. She is a morning person. Big time. She gets more done before 7:00am (when her kids are allowed out of their room) than some people get done all day long!As far as credentials go, she holds an MBA from the Yale School of Management and a BA in Economics from Baylor University. In 2020 she was recognized as a Top 50 Women In Accounting. She worked in corporate finance before opting to become a stay-at-home-mom for several years after her first child was born. Contact Katewww.HeritageBusinessServices.comConnect with Kate on:LinkedInYouTubeTwitterInstagramBookkeeping Side Hustle Facebook GroupGet The Bookkeeping Side Hustle GuidebookGet 30% off with code WORKFROMHOMEThanks 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

Send us a textIn this solo episode, I'm sharing why & how we have become a 100% Xero firm, how we position it to clients, and some of my favorite Xero features. Some resources for getting started with Xero if you're interested are below!Xero TalksXero advisor certificationXERO DEMO REPLAYXero Marketing WorkshopThanks 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

Send us a textIn this episode, I'm giving a quick update on where I was last week (Nashville!) and chatting about how I recommend going about starting a bookkeeping business without any experience in bookkeeping.Affiliate Links: Bookkeeper Launch, Become a Bookkeeper, Kickoff With AsanaAIPB CertificationBreakthrough (waitlist)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/serenashoupcpa

Send us a textWhere to start on a cleanup? In this solo episode I go over the details of a cleanup by breaking down the steps you need to take plus I let you know exactly where to start. In addition, I reveal the pitfalls you want to watch out for and key pointers for asking the right questions so you get the answers you need. Are you ready to take notes on this value packed episode? Click play now!.If you’re interested in finding out more about The Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/baaIf you’re interested in joining the VIP Bookkeeping Business Accelerator waitlist: https://www.ambitiousbookkeeper.com/waitlistThanks 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