The Ambitious Bookkeeper Podcast

Send us a textIn this interview episode, I’m catching up with Sharon Hefetz, who has an incredible story to share about her journey with multiple myeloma. She opens up about how she turned to self-care, mindfulness, and intentional living to navigate her diagnosis and achieve remission. Plus, we've got a special giveaway for you, so check out the show notes for all the details!In this episode you’ll hear:importance of paying attention to your health & advocating for yourselfSharon's approach to her treatment & healing journeySharon's work as the Mindset Mama CoachSharon’s "Living a Happy and Balanced Mama Life" journal & and its significanceResources mentioned in this episode:122 ⎸ Mastering your Inner Dialogue for Success and Happiness with Sharon HefetzLiving a Happy & Balanced Mom Life JournalDownload Sharon’s FREE RECLAIM YOUR TIME Ebook for a chance to win the Journal: https://sharonhefetz.ck.page/2e23bc4935Meet Sharon Hefetz:As a dedicated mother, entrepreneur, author, and Mindset Coach with over a decade of experience, Sharon empowers women and busy mothers to reconnect with their authentic selves.In August of 2023, she was diagnosed with ultra high-risk Multiple Myeloma. This diagnosis underscored the immense value of the principles she’d been teaching. Every lesson on resilience, inner strength, and positive thinking prepared her for this personal battle. She realized the profound importance of self-love and how absent it was in her life. Genuine self-love transformed her approach to this challenge, emphasizing the need to truly listen to and act upon your intuition.Connect with Sharon🔗 Linktree: linktr.ee/sharonhefetzcoachThanks 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 Threads: threads.net/@ambitiousbookkeeperConnect 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 ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this interview episode, I’m hanging out with SEO whiz, Jules White, to break down some super practical tips to get your bookkeeping website noticed. Jules shares some cool hacks for optimizing images and structuring your content, plus some easy-to-use tools for keyword research. If SEO has been a mystery to you, this episode is your new best friend. Tune in and get those rankings up!In this episode you’ll hear:website setup and optimizationSEO consulting and toolsSEO fundamentals and strategiesSearch behavior and algorithmsResources mentioned in this episode:Keywords EverywhereKWFinderMeet JulesJules White is a Website & SEO Consultant and Founder of The Website Success Hub. She’ll help unlock the full potential of your website & podcast, generating more traffic & sales & ensuring customers can't wait to shop, learn, and engage.She aims to help you make the most of the content you are already creating, ensuring your website & podcast show up in searches, genuinely connect and converts, making every click count towards your success.Connect with Jules🎙️ Podcast: https://thewebsitesuccesshub.com/podcast📊 Free SEO report: https://thewebsitesuccesshub.com/seo-report - See how your website is performing with a free SEO report and get started on increasing your visibility and finding more of your ideal clients (or more importantly - them finding you!)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, @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 Threads: threads.net/@ambitiousbookkeeperConnect 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 ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this solo episode, I’m chatting about a question I got from one of you awesome listeners: should you add tax services to your bookkeeping biz? We’ll weigh the pros and cons, talk about building your own client base, and figure out if expanding your services is the right move for you.In this episode you’ll hear:building a personal book of businessadvantages of hiring a tax specialistbenefits & drawbacks of offering tax servicesmy experience with tax servicesResources mentioned in this episode:My free training: https://www.ambitiousbookkeeper.com/trainingMy courses: https://www.ambitiousbookkeeper.com/storeThe Bookkeeping Business Accelerator® (BBA): https://www.ambitiousbookkeeper.com/vipEmail your question to support@ambitiousbookkeeper.com with the subject line “Podcast Question”My YouTube channel: http://www.youtube.com/@ambitiousbookkeeperThanks 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 Threads: threads.net/@ambitiousbookkeeperConnect 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 ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textWe’ve just come back from Xerocon 2024 Nashville, and i’m giving you a backstage pass to the inner workings of how Scotty ’OKR’. Scarano secured the mainstage for one of his accounting raps—and included me in the ride!In this episode you’ll hear:the story behind Scotty & I performing at XeroconScotty’s journey rapping about accounting& you’ll get to see the actual performance (if you watch the episode on YOUTUBE HERE)Resources mentioned in this episode:Episode 200 of Accounting HighEpisode 72 with ScottyMeet Scotty ‘OKR’ ScaranoScotty is the host (rapping custodian) of the Accounting High Podcast, and the owner of Padgett NC, a franchised accounting firm.Connect with Scotty📱 Twitter: https://twitter.com/scottscarano💼 LinkedIn: https://www.linkedin.com/in/scottscaranoThanks 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 Threads: threads.net/@ambitiousbookkeeperConnect 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 ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this spotlight episode, Rebekah Poirier, founder of Serenity CFO Solutions, shares her journey from the corporate world to entrepreneurship. We're getting into how she's using social media to get clients, the perks of running your own business, and how the Bookkeeping Business Accelerator (BBA) program has been a game-changer!In this episode you’ll hear:Rebekah's transition from corporate to starting a businesssocial media marketingbenefits of running your own businessthe intrinsic value of the BBA program in shaping mindsetcommunity support within the BBA program and how it compares to other groups & programsResources mentioned in this episode:The Bookkeeping Business Accelerator®UpworkFiverrQuickBooks (affiliate link)AsanaMeet RebekahRebekah Poirier is owner and founder of Serenity CFO Solutions LLC, providing virtual bookkeeping and accounting services to restaurants, retailers, and wholesale distributors all over the U.S.Connect with Rebekah💼 Linkedin👤 FB: Serenity CFO Solutions📱 IG: @Serenitycfo👩‍💻 Website Blog☎️ FREE discovery calls for those actively seeking bookkeeping support or fractional CFO services.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, @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 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 ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this Spotlight episode I’m shining the spotlight on one of my BBA students, Nicole Robb. She talks about how BBA played a pivotal role in building confidence, finding the right clients, and getting invaluable support from the BBA community. Tune in to hear what BBA can do for you!In this episode you’ll hear:Nic's journeythe importance of being patient and making connections to gain clientsthe value of having community support in managing difficult situationsspecific aspects of BBA & their relevance to building and growing a successful bookkeeping businessResources mentioned in this episode:The Bookkeeping Business Accelerator® (BBA)ElevateKickoff with Asana by Alyssa Lang (affiliate link)QuickBooks (affiliate link)Meet NicNic has over 10 years of experience in bookkeeping, along with admin work as well. She worked for QBO during COVID, and started her business 2019. Her niche used to be in Real Estate, but now she serves a variety of clients including a Hair Salon, Consultant, Property Manager, RE Agents, and some RE.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, @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 ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this solo episode I delve into the concept of ambition, sharing reflections on personal success, fulfillment, and the evolving priorities of life. Tune in if you’re ready to reevaluate what success means to you!In this episode you’ll hear:what ambition meansdefining success for yourselfbalancing ambition with life seasonsorigin of the name ‘Ambitious Bookkeeper’Resources mentioned in this episode:Follow me on YouTube to watch the podcast in video format!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, @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 ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textThis interview episode is Part 2 of The Alyssa + Serena Show with my biz bestie, Alyssa Lang (Workflow Queen)! We talk about managing clients, offering advisory services, and the importance of SOPs in a bookkeeping firm. From practical business advice to lighthearted banter, you’ll wanna tune in to elevate your bookkeeping game!In this episode you’ll hear:the difference between consulting and advisory servicesstrategies for hiring and delegating taskshow to efficiently communicate advisory servicesthe importance of acknowledging & embracing personal life seasonsdifferent methods of documenting processesResources mentioned in this episode:Content Snare (affiliate link)LoomTango (affiliate link)ScribeNotion (affiliate link)Breakthrough (affiliate link)Workflows in a Weekend (affiliate link)ElevateMeet AlyssaAlyssa, aka the Workflow Queen, teaches bookkeepers and accountants how to utilize tech and automation to create better workflows, systems and processes. As a result they can run their practices on autopilot, stress less and save time!Connect with Alyssa🌐 Website: http://workflowqueen.com/📱 IG: @workflowqueen🎙️ Podcast: Conquering Workflows & Systems with the Workflow QueenThanks 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 ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: 

Send us a textIn this interview episode, I’m chatting with my biz bestie, Alyssa Lang (Workflow Queen)! Introducing…The Alyssa + Serena Show: Part 1. We reflect on personal & professional experiences, offering valuable insights and strategies for navigating the world of bookkeeping and entrepreneurship.In this episode you’ll hear:Serena's and Alyssa's business strategies & approachesFeeling overwhelmed and unmotivated after a breakEmpowering team membersSerena and Alyssa's evolving friendship & business relationshipReevaluating life experiences and priorities in work and lifeAdvice for setting up and delegating tasks in a firmResources mentioned in this episode:Breakthrough for bookkeepers and accountants (affiliate link)Free training → ambitiousbookkeeper.com/trainingMeet AlyssaAlyssa, aka the Workflow Queen, teaches bookkeepers and accountants how to utilize tech and automation to create better workflows, systems and processes. As a result they can run their practices on autopilot, stress less and save time!Connect with Alyssa🌐 Website: http://workflowqueen.com/📱 IG: @workflowqueen🎙️ Podcast: Conquering Workflows & Systems with the Workflow QueenThanks 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 ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Send us a textIn this strategy episode, I coach Becky Hesson through some business roadblocks. We delve into challenges with marketing, managing people, and seeking better and more efficient ways of doing things. If you have a team, you’ll definitely wanna tune into this one!In this episode you’ll hear:the challenge of ensuring consistency in monthly reportsuse of automation tools for improving processesrecommendations for handling client responses & setting deadlinesopen-door policy, regular one-on-one meetings, and mentorship for team memberssolutions for transitioning responsibilitiesResources mentioned in this episode:Kickoff with Asana (affiliate link)AsanaNotionContent Snare (affiliate link)Xero AskSlackTeamsElevateBreakthrough (affiliate link)Meet BeckyANJUDI3 was founded to provide exceptional bookkeeping services to specialty beverage creators. The name comes from using the first two letters of each of the German exchange students' first names with whom Founder Becky Hesson was lucky enough to spend their junior year in high school. Becky started ANJUDI3 because she wanted to show the girls she hosted that they can do whatever they want to do using their positivity! Anja, Julia and Diana will always have a special place in her heart and will always be her special daughters!Connect with Becky📧 Beckyhesson@anjudi3.com📞 512-737-5760For more info about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Website: ambitiousbookkeeper.comBlog: ambitiousbookkeeper.com/blogIG: instagram.com/ambitiousbookkeeperLinkedIn: Linkedin.com/in/SerenaShoupFB: Facebook.com/serenashoupcpa