This is a very special episode, where you get to hear from current and past VIP students inside of the Bookkeeping Business Accelerator! If you’ve wanted to know what has been the biggest help/game changer for my students, tune in to this one to find out!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: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join The Bookkeeping Business Accelerator®️ VIP for the first 8 week cohort of 2024! Enrollment closes February 2 & won't open again until Fall!

In this solo episode, I delve into the complexities of growing a multi six-figure business and share insights on efficiency, workflow management, and hiring strategies crucial for business scalability.In this episode you’ll hear:the importance of narrowing your focus of servicestips for creating processes & systems in your businessthe relationship between your niche & your marketing effortshow to evaluate your profit marginsResources mentioned in this episode:Planning for Profit episode: ambitiousbookkeeper.com/blog/129Asana for creating your workflow: https://asana.com/productLoom for creating SOPs: https://www.loom.com/Tango for creating SOPs: https://www.tango.us/The Bookkeeping Business Accelerator®: https://www.ambitiousbookkeeper.com/bbaThanks 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: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join The Bookkeeping Business Accelerator®️ VIP for the first 8 week cohort of 2024! Enrollment closes February 2 & won't open again until Fall!

This week, I’m re-airing a solo episode where I chat about how I recommend going about starting a bookkeeping business without any experience in bookkeeping.In this episode you’ll hear:topics any bookkeeper should knowwhere to startwhat it takes to be a business ownerRecommended programs:Bookkeeper Launch for learning bookkeeping in QBO (affiliate link)Become a Bookkeeper for learning bookkeeping in Xero (affiliate link)Kickoff with Asana for setting up your bookkeeping workflow (affiliate link)AIPB Certification to become a Certified BookkeeperAlyssa Lang’s Breakthrough coaching program for experienced bookkeepers and accountants who are ready to take their firm to the next levelThanks 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: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join The Bookkeeping Biz Workshops: https://www.bkworkshops.online Workshop Dates: Jan 22 - Jan 26Times: 11 AM PST | 2 PM EST

Have you ever wondered what a bookkeeper should be doing every month for clientsWhat about what a successful daily structure looks like?Well, these are two questions I’ll be diving into today on the podcast.I recently put a call out to the listener audience to submit questions you’d like answered on the podcast. You can still submit questions, either via email: support@ambitiousbookkeeper.com or by recording a question on Speakpipe!In this episode you’ll hear:What AP & AR entailsHow to setup your day for successIf you should offer AP, AR and PayrollThe bare minimum every bookkeeper should be doingResources mentioned in this episode:GustoHubdocQBOXeroAcuityCalendlyPlanning your Bookkeeping Work podcast episodeBookkeeping Biz WorkshopsThanks 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: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join The Bookkeeping Biz Workshops: https://www.bkworkshops.online Workshop Dates: Jan 22 - Jan 26Times: 11 AM PST | 2 PM EST

In this interview episode, I’m chatting with Nick Baldo, Real Estate Investor & Online Educator, about how bookkeeping needs to be setup and the various nuances of real estate investment businesses. As a bonus at the end, we chat about his Youtube strategy.In this episode you’ll hear:Biggest mistake real estate bookkeepers make3 things to make sure you do when bookkeeping for real estatewhy the balance sheet is so important for real estate investorsbonus: content marketing with youtube tipsResources mentioned in this episode:Real Estate Accounting Bootcamp; https://www.incomedigs.com/reab Coupon Code: AB50 for $50 offBuilder Books Academy: https://www.incomedigs.com/bba Coupon Code: AB50 for $50 offAbout our guest:Nick Baldo is a real estate investor, home builder and online educator. Nick left his six-figure consulting job to pursue a life of entrepreneurship. While building his investing portfolio and remodeling businesses, he began to develop processes and systems to help his businesses grow and scale. He eventually started sharing his strategies with likeminded business owners via YouTube and one-on-one coaching. Nick currently runs his online education business, Income Digs, to help Real Estate Investors and their Bookkeepers leverage technology so that they can live of a life of freedom and purpose. Nick lives in Buffalo, NY with his wife, Meghan and his daughter Juliet (soon to be two daughters!)Connect with Nick:Youtube: https://www.youtube.com/incomedigsWebsite: https://www.incomedigs.com/Builder Books Academy: https://www.incomedigs.com/bba Coupon Code: AB50 for $50 offThanks 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: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the next free training at ambitiousbookkeeper.com/training

In this episode you’ll hear:3 areas you need to focus on to get on podcastsusing AI to research podcasts to pitchhow NOT to pitchhow to be prepared for your interviewsResources mentioned in this episode:ListenNotesChartable[if guest info paste here]Instagram: @shannonkweinsteinLinkedInThanks 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: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the next free training at ambitiousbookkeeper.com/training

In this 1-1 Strategy Session with Joanne Sharma, a former Coaching Client of mine,  we dive into some logistics of effectively reviewing, mentoring, and training a team. So if you’re thinking of hiring a bookkeeper for your team or already have a team but are struggling with expectations and training, tune in to this episode!In this episode you’ll hear:How we help our bookkeepers take responsibility for checking their workSome of the things I review (or my account manager)mindset behind building a teamResources mentioned in this episode:Breakthrough for BookkeepersThanks 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: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Struggling to market yourself because you’re an Introvert? Listen to this Minisode to hear how I market as an introvert!In this episode you’ll hear:5 places to market yourselfThanks 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/serenashoupcpaFollow on Twitter: twitter.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

In this episode you’ll hear:Misa’s journey from when she started The Bookkeeping Business Accelerator in 2020 to nowTips for standing out in our industry &amp; getting clientsMisa’s QBO Intensive processHow to collect and organize ideas for future contentMisa’s favorite part &amp; most beneficial piece of being a part of The Bookkeeping Business AcceleratorResources mentioned in this episode:Like Know Trust ShowThe Bookkeeping Business AcceleratorMisa is your go-to bookkeeping expert and QuickBooks guru.As the founder and CEO of Perfectly Kept Books®, she is on a mission to help women get comfortable with their numbers so they can feel empowered to make better business decisions. Misa knows that bookkeeping can be a real barrier to success, and she is passionate about removing that barrier by making bookkeeping easy and stress-free.Misa believes that everyone deserves to have access to the information and tools they need to thrive in their business no matter where they are in their business journey. If you&apos;re looking for a bookkeeper who is passionate about helping women succeed, look no further than Perfectly Kept Books.She lives in Dallas, TX with her creative daughter. When she&apos;s not crunching numbers, she enjoys reading, listening to music, watching movies, and spending time with family and friends.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/serenashoupcpaFollow on Twitter: twitter.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the Bookkeeping Biz Workshops HERE&gt;Workshops Schedule:Noon PDT EACH DAYMon 9/11 - Pre-party: What to expectTue 9/12 - WORKSHOP 1: What It Really Takes&nbsp;Wed 9/13 - WORKSHOP 2: All About that Tech&nbsp;Thu 9/14 - WORKSHOP 3: Creating a Business, not a J.O.B.&nbsp;Fri 9/15 -&nbsp;Masterclass: Selling without the Sleaze<p

Join us for another mini episode on leadership with our Leadership coach, Meriah Ayer, as she takes you inside of the Leadership Blueprint to share 7 questions you can ask yourself to help you discover if hiring is a fit for. Plus how to set yourself up for hiring successfully.In this episode you’ll hear:How to know if hiring is a fit for youHow to find the best candidate for your firmHow to determine your boss brandResources mentioned in this episode:Core Values to Run Your Business On - Listen for some mission statement examples![Leadership] Thinker, Doer, or Dreamer - Listen for how you can enhance your dreaming![Leadership] Your Brand is More Than a Logo - Listen for why your mission, vision, and values are so foundational to your firm (even if you don’t plan on building a team!!)Meriah is the Leadership Coach and Director of Operations at The Ambitious Bookkeeper. If you’re ready to take your leadership to the next level as you grow your business, you can find out how to work with Meriah at ambitiousbookkeeper.com/leadershipcoachingThanks 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/serenashoupcpaFollow on Twitter: twitter.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the Bookkeeping Biz Workshops HERE&gt;Workshops Schedule:Noon PDT EACH DAYMon 9/11 - Pre-party: What to expectTue 9/12 - WORKSHOP 1: What It Really Takes&nbsp;Wed 9/13 - WORKSHOP 2: All About that Tech&nbsp;Thu 9/14 - WORKSHOP 3: Creating a Business, not a J.O.B.&nbsp;Fri 9/15 -&nbsp;Masterclass: Selling without the Sleaze<p

I recently connected with someone online who wants to start her bookkeeping business in the future, but still needs to build some skills. I also had a request a while back from someone in my DMs about covering the topic of contracting with other firms, CPAs, or bookkeepers. So in today’s episode, I’m going to cover just that: the upsides and the downsides, but also…. what you need to know about starting a Bookkeeping Business in 2022.So if you find yourself wondering should I contract with a more established firm to gain experience or even just to supplement revenue, keep on listening. This one is for you.In this episode you’ll hear:3 Main things I would do differently if I started all overUpsides to being a contractor for another bookkeeperDownsides to being a contractorReferral partnershipsLinks Mentioned:BBA is on sale for $497 off the regular price through the end of august. just use code: BACKTOSCHOOL at checkout when you go to ambitiousbookkeeper.com/bbaBookkeeper Launch - QBO FocusedBecome a Bookkeeper - Xero FocusedThanks 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 of 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: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)This episode is sponsored by: LiveFlowReceive 20% off your first 3 months by using code AMBITION at checkout:http://www.liveflow.io/partnerships/ambitionJoin the Bookkeeping Biz Workshops HERE&gt;Workshops Schedule:Noon PDT EACH DAYMon 9/11 - Pre-party: What to expectTue 9/12 - WORKSHOP 1: What It Really Takes&nbsp;Wed 9/13 - WORKSHOP 2: All About that Tech&nbsp;Thu 9/14 - WORKSHOP 3: Creating a Business, not a J.O.B.&nbsp;Fri 9/15 -&nbsp;Masterclass: Selling without the Sleaze<p

This is a very special episode — a takeover! from my business mentor, James Wedmore. We interviewed him a few episodes back but today he’s recorded a solo episode just for you about How to Work Less but Make More. Which is something we can all agree that would be nice, right?So tune in today to hear:the time &amp; money connectionthe way of being you have to disconnect fromhow to leverage offers and scaleIf you’re ready to learn more from James and implement some of the strategies that I operate with in my business, so you can make more and work less, click these links below:Rise of the Digital CEO Free Trainings&gt;&gt;Business By Design  &gt;&gt;Connect with James on Instagram&gt;&gt;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, @ambitiousbookkeeper and James @jameswedmoreFor 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/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)Join the Bookkeeping Biz Workshops HERE&gt;Workshops Schedule:Noon PDT EACH DAYMon 9/11 - Pre-party: What to expectTue 9/12 - WORKSHOP 1: What It Really Takes&nbsp;Wed 9/13 - WORKSHOP 2: All About that Tech&nbsp;Thu 9/14 - WORKSHOP 3: Creating a Business, not a J.O.B.&nbsp;Fri 9/15 -&nbsp;Masterclass: Selling without the Sleaze<p

The onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra Courtney, who has helped me and countless other bookkeepers and accountants with setting up their Onboarding workflows using Dubsado.In this episode you’ll hear:How to capture lead informationInformation you should have on your proposalsWhen the best time is to implement a system like Dubsado for onboardingYou can connect with Kendra on Instagram or her websiteWhen you join The Bookkeeping Business Accelerator, you have the option of upgrading to Elite to receive a full Dubsado Setup (with Kendra) and Website (with Tia) plus a strategy call with me and two mindset coaching calls with Meriah!If you want to DIY your Dubsado setup, enroll in Onboarding On Autopilot HERE&gt;&gt;Get 20% off your first month or year of Dubsado HERE (affiliate link) &gt;&gt;Listeners can join Kendra’s free course: https://kendracourtney.thrivecart.com/tackle-your-dubsado-workflowsThanks 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 and Kendra, @ambitiousbookkeeper &amp; @kedracourtneycoFor 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/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)Join the Bookkeeping Biz Workshops HERE&gt;Workshops Schedule:Noon PDT EACH DAYMon 9/11 - Pre-party: What to expectTue 9/12 - WORKSHOP 1: What It Really Takes&nbsp;Wed 9/13 - WORKSHOP 2: All About that Tech&nbsp;Thu 9/14 - WORKSHOP 3: Creating a Business, not a J.O.B.&nbsp;Fri 9/15 -&nbsp;Masterclass: Selling without the Sleaze<p