The Ambitious Bookkeeper Podcast

Send us a textThis was an interview I did inside the Ambitious Bookkeeper Facebook community last year, but it was such an inspiring interview I had to share it. Most likely sometime soon I'll have Kelli back on to talk about what she's been up to in the last year. I'm so excited for this one! Kelli Loo, CPA is going to come chat with me about how she built her tax practice after leaving a 10 year career in a big regional firm and then a smaller tax firm. Hopefully you all will get some really good ideas, whether you are building a tax or bookkeeping business.If you're interested in learning more about what Kelli has going on, check out her websites: https://www.accountantsofcolor.co/kelliloocpa.comFollow her on IG: instagram.com/kelliloocpaThanks 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, we’re going to chat about whether I think getting your CPA license is worth it, some of the requirements to keep in mind, and tips that helped me pass my exams (way back when!)  I get lots of questions about the CPA and decided to finally make an episode about it. I answered some specific questions from Instagram, too! So if you answered my call for questions, listen to this episode.AICPA.orgThisWayToCPA.comSign up for the Bookkeeping Business Accelerator (self-paced)Sign up for the Waitlist for the next VIP cohort of 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/serenashoupcpa

Send us a textIn this solo episode, I take you behind the scenes of the beginning of a discovery call practice session I held for students inside The Bookkeeping Business Accelerator. We go over some basics of discovery calls, I give some pointers on how to talk about your process with potential clients, and we even get into introducing the diagnostic process to clients. Ready to listen in? Hit that play button! Sign up for the Bookkeeping Business Accelerator (self-paced)Sign up for the Waitlist for the next VIP cohort of 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/serenashoupcpa

Send us a textIn this interview episode, I talk with Liz Wilcox, an RV Blogger turned Email Marketing Super Star. She’s helping us understand how to use email marketing in our bookkeeping business, breaking down some of the mistakes people make, simplifying the process of getting started, and we also talk about how often we (bookkeepers + accountants) should be emailing. Sign up for Liz’s Email Marketing MembershipConnect with Liz:Instagram: instagram.com/thelizwilcoxHer website: lizwilcox.com *Disclaimer* Some links are affiliate links, which means I may receive a small commission if you purchase.  I only recommend products & services I wholeheartedly recommend.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 talk with a former IRS Auditor turned Tax Practice Owner, Andrew Campbell. You definitely want to listen if you’ve ever had the question: “how do I ensure my clients have audit-proof books” or if you have questions about what an IRS audit generally entails.  Sign up for The Bookkeeping Business Accelerator Connect with Andrew on LinkedInThanks 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 talk with Lauren Caselli, about the different pricing strategies you can use in your bookkeeping business, from hourly to value based, package pricing to retainer pricing. This episode will help you understand the pros and cons of all the different pricing methods and hopefully help you in your pricing journey.Sign up for The Bookkeeping Business Accelerator to get access to an in-depth workshop with Lauren on Raising Your Rates Connect with Lauren: instagram.com/laurencaselli_Grab email scripts for raising your rates here>>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 solo episode, I talk about pushing aside the fear of starting your bookkeeping business, by countering some of the common fears I see come up (including my own). This episode is for you if you’re in the dreaming stage and you’re listening along each week here trying to learn as much as possible but you still haven’t really taken much action on starting your business.Sign up for The Bookkeeping Biz Workshops August 22-26Thanks 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 chat about the 6 differences between working in corporate and running your own accounting business, plus some tips to ease the transition and set you up for success.Sign up for The Bookkeeping Biz Workshops August 22-26Read the episode blog 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 textThis episode is an interview I had with Katie Ferro of Orderly Accounting By Katie - a fellow course creator and mentor in the bookkeeping space. We chat about motherhood and growing our bookkeeping businesses (of course!). This episode is definitely for you if you have no experience in bookkeeping OR if you have tons of accounting experience and you're ready to leave your 9-5. Connect with Katie: : instagram.com/orderlyaccountingbykatieListen to Katie’s Podcast: Profits & ProseccoApply for Become A BookkeeperSign up for The Bookkeeping Biz Workshops August 22-26Thanks 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 short solo episode, I give you 5 things you need in order to start a bookkeeping business. Grab our FREE Start a Bookkeeping Biz ChecklistSign up for The Bookkeeping Biz Workshops  Happening August 22-26Read this episode on the blogThanks 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