The Ambitious Bookkeeper Podcast

Serena Shoup, CPA
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Jul 21, 2021 • 35min

06 ⎸ Scaling Your Bookkeeping Business with Alyssa Lang The Workflow Queen

Send us a textIn this interview episode I’m joined by The Workflow Queen, Alyssa Lang.  This was an interview she and I did on Facebook Live and we chatted about all things scaling versus just growing, setting a vision for what you want from the beginning. It's never too early to start thinking about scaling, because it’s all about how you want to be spending your time. We also chat about pay structure for contractors when outsourcing client work, Connect with Alyssa:  instagram.com/workflowqueenListen to Conquering Workflows & Systems with the Workflow QueenSign up for Kickoff With Asana for Bookkeepers + AccountantsSign 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
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Jul 14, 2021 • 14min

05 ⎸ What to do when you get your first client

Send us a textIn this solo episode, I talk about the process I go through when getting a new client. You might feel like you just don’t know where to start, so I’m breaking it down! Read the Full Blog: https://www.ambitiousbookkeeper.com/blog/first-clientSign up for The Bookkeeping Business Accelerator to dive deeper in the diagnostic and onboarding processes.Apply for 1-1 Mentoring 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
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Jul 7, 2021 • 11min

04 ⎸ Finding Your Perfect Clients

Send us a textRead the Full Blog: https://www.ambitiousbookkeeper.com/blog/how-to-find-your-new-bookkeeping-clientSign up for The Bookkeeping Client CloserGet on the waitlist for The Bookkeeping Business Accelerator 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
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Jun 30, 2021 • 19min

01 ⎸ Planning Out Your Bookkeeping Work

Send us a textIn this solo episode, I break down how I manage my week by planning ahead and making a thing out of it each week. I talk about the tools I use, and programs that have helped me get better at managing my time.Passion Planner - $5 off (affiliate link)Kick Off With Asana for Bookkeepers & Accountants - $100 off (affiliate link)Read the Full Blog: https://www.ambitiousbookkeeper.com/blog/2020-reflections-part-2Thanks 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
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Jun 30, 2021 • 12min

03 ⎸ Uplevel Your Client Onboarding

Send us a textIn this solo episode, I talk about two absolute game changers when it comes to your onboarding process.Read the Full Blog: https://www.ambitiousbookkeeper.com/blog/up-level-your-on-boarding-gameSign up for Dubsado DecodedGet on the waitlist for The Bookkeeping Business Accelerator 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
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Jun 30, 2021 • 55min

02 ⎸ Time & Money Mindset with Laura Watson

Send us a textThis interview with Laura, the Numbers Nomad was recorded as a Facebook Live inside my Ambitious Bookkeeper Community. We are chatting about creating a healthier mindset around time & money as accountants. We also answered a few questions at the end from community members watching live. Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Get on the waitlist for our next Bookkeeping Biz Workshops!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/serenashoupcpaConnect with Laura Watson - thenumbersnomad.com instagram.com/thenumbersnomad
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Jun 10, 2021 • 5min

The Ambitious Bookkeeper Podcast Trailer

Send us a textWelcome to the Ambitious Bookkeeper Podcast. This is a little intro to the podcast, what to expect, and a background on our founder, Serena Shoup.Follow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect of Facebook: Facebook.com/serenashoupcpa

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