The Ambitious Bookkeeper Podcast
Serena Shoup, CPA
5.0
(7)
The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners.
We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us:
Website: https://www.ambitiousbookkeeper.com
BBA: https://www.ambitiousbookkeeper.com/bba
Facebook: https://www.facebook.com/serenashoupcpa
LinkedIn: https://linkedin.com/in/serenashoup
Instagram: https://instagram.com/ambitiousbookkeeper



3 Listeners
5.0
(7)
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Podcasting + Standing Out with Krystal Proffitt
The Ambitious Bookkeeper Podcast
03/16/22 • 41 min
5.0
On today’s interview episode, I have a special guest on to talk about creating content, podcasting, and standing out as who you are.
Even if you aren’t interested in starting a podcast, I know you’ll have a few takeaways from this episodes and get ideas on how YOU can start to stand out online.
Here are some of the things we talked about:
- getting comfortable hearing your voice on a podcast
- what holds most people back from just starting
- letting go of perfection when creating content
And since she’s a business owner, I asked her what she thought is important in a bookkeeper, and this part of the conversation will be gold for you.
Connect with Krystal:
Digital Course - Proffitt Podcasting
The Proffitt Podcast: https://krystalproffitt.com/podcast
The Poddy Report: http://thepoddyreport.com
YouTube Channel: https://www.youtube.com/c/krystalproffitt
Instagram: https://www.instagram.com/krystalproffitttx/
Facebook: https://www.facebook.com/KrystalProffittTX/
LinkedIn: https://www.linkedin.com/in/krystalproffitt/
Proffitt Podcast Online Community (FREE FB Group): https://www.facebook.com/groups/TheProffittPodcast/
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools
- Podcast Editing: Ian Gilliam: iangilliam.com
Affiliate Links:
- Descript: http://descript.com?lmref=RdGGFA
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696
Join the next free training at ambitiousbookkeeper.com/training
03/16/22 • 41 min



3 Listeners
2 Comments
2
How we collaborate with clients Part 2
The Ambitious Bookkeeper Podcast
09/07/22 • 49 min
5.0
This is part 2 of our previous episode where Meriah (my Director of Operations at Team Shoup) and I are breaking down how we collaborate as a team to get everything done and maintain our team culture.
In this episode you’ll hear:
- the tech and tools we use to collaborate externally(client-facing) and a few that we use to collaborate both internally and externally
- how we get the most out of these tools
- our favorites
- tips to handle learning new tools
Products Mentioned (some are affiliate links)
- Xero
- Hubdoc
- Acuity
- Dubsado
- Kajabi
- Relay
- Spark email
- Google Drive
- Voxer
Resources Mentioned In This Episode:
- Podcast Episode: Why We Are A Xero Firm
- Podcast Episode: How to keep your client data secure
- Dubsado Decoded: Dubsado DIY Tutorial
- The Bookkeeping Business Accelerator
- The Bookkeeping Biz Workshops
- Elevate
- Katie Fleming Podcast Episode on Voxer
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
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Thank 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
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
This episode is sponsored by: LiveFlow
Receive 20% off your first 3 months by using code AMBITION at checkout:
http://www.liveflow.io/partnerships/ambition
Join the next free training at ambitiousbookkeeper.com/training
09/07/22 • 49 min

1 Listener
1 Comment
1
How we work virtually as a team Part 1
The Ambitious Bookkeeper Podcast
08/24/22 • 27 min
5.0
I get so many questions about what tools we use and how we use them, so this week Meriah (my Director of Operations at Team Shoup) and I are breaking down how we collaborate as a team to get everything done and maintain our team culture.
In this episode you’ll hear:
- the tech and tools we use to collaborate internally (next week will be about tools we use client-facing)
- how we get the most out of these tools
- how to handle the overwhelm when it comes to all of these tools
- Episode 19: Why We’re a Xero Firm
Products Mentioned (some are affiliate links)
- Zoom
- Loom
- Asana - Learn to implement with Kickoff With Asana for Bookkeepers & Accountants
- Notion - Learn to implement it with Breakthrough for Bookkeepers
- Slack
- Gusto
- Canva
- Loomly
- 1Password
- Clockify
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
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Thank 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
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
This episode is sponsored by: LiveFlow
Receive 20% off your first 3 months by using code AMBITION at checkout:
http://www.liveflow.io/partnerships/ambition
Join the next free training at ambitiousbookkeeper.com/training
08/24/22 • 27 min

1 Listener
1 Comment
1
[Q&A] Keeping it Secure: File sharing for Bookkeepers
The Ambitious Bookkeeper Podcast
06/07/23 • 42 min
5.0
On this episode, we’re airing another Q&A! This time, Serena answers questions from our very own Ambitious community. She shares tips and tricks on file-sharing systems, backup software, core values, hiring strategies, and more.
In this episode you’ll hear:
- how to utilize Google Drive and Hubdoc for your business
- strategies for finding quality candidates for hiring
- perks of being in BBA VIP
Resources mentioned in this episode:
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
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
Thank 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: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the next free training at ambitiousbookkeeper.com/training
06/07/23 • 42 min

1 Listener
1 Comment
1
[Q&A] Simplify Your Clients Onboarding Experience
The Ambitious Bookkeeper Podcast
06/14/23 • 26 min
5.0
In this Q&A episode, we’re tackling all things client onboarding. Serena shares tips on automating follow-ups, creating custom proposals, and scheduling follow-up appointments to gauge client interest. Plus, tips for recruiting and creating a checklist for future hires. This one is packed with goodies!
In this episode you’ll hear:
- software recommendations for creating proposals & for HR support
- how to present multiple service options to potential clients
- how to implement flat-rate pricing
- how to establish credibility with new clients
Resources mentioned in this episode:
- See how The Bookkeeping Business Accelerator® VIP offers you the support you’ve been looking for all along!
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
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
Thank 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 LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the next free training at ambitiousbookkeeper.com/training
06/14/23 • 26 min

1 Listener
1 Comment
1
Mastering Your Mindset with Mariette Martinez
The Ambitious Bookkeeper Podcast
08/03/22 • 57 min
5.0
In this episode you’ll hear:
- the mindset shifts you make as an entrepreneur
- becoming an educator in the accounting space
- launching programs through challenges
- Find out more about Mariette:
https://courses.masteryourbooks.com/ - Get in touch with or follow Mariette:
[email protected]
https://www.instagram.com/mariettemartinezmyb/
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
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Thank 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
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
This episode is sponsored by: LiveFlow
Receive 20% off your first 3 months by using code AMBITION at checkout:
http://www.liveflow.io/partnerships/ambition
Join the next free training at ambitiousbookkeeper.com/training
08/03/22 • 57 min

1 Listener
1 Comment
1
How to Start A Bookkeeping Business
The Ambitious Bookkeeper Podcast
02/16/22 • 13 min
In this solo episode I’m giving you 4 steps (and several sub-steps) on how to get started with your bookkeeping business as a freelancer or side-hustle before you decide to take the leap from corporate.
Resources Mentioned:
The Bookkeeping Biz Workshops: bkworkshops.online
Proadvisor Marketing Podcast Episode
Download Checklist ambitiousbookkeeper.com/checklist
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.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools
- Podcast Editing: Ian Gilliam: iangilliam.com
Affiliate Links:
- Descript: http://descript.com?lmref=RdGGFA
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696
02/16/22 • 13 min
[BONUS] Bookkeeper Spotlights
The Ambitious Bookkeeper Podcast
02/20/22 • 36 min
Hey Ambitious Bookkeepers! Today we're dropping a special Bonus episode to help inspire you if you're new to the thought of starting your own business, or you've recently made the decision to. A couple times a year, we open The Bookkeeping Biz Workshops — a workshop series just for those who are wanting to start or who have recently started their businesses. After the workshops are over, I usually bring in a few bookkeepers who I've worked with either in the Workshops or In The Accelerator program I have and I interview them about their journey of starting their businesses.
I've never shared these outside of the workshops, so as a podcast listener, you're getting a sneak peak into what you might experience inside of the workshops or my other programs.
I hope these interviews inspire you to take action—in whatever way that is, big or small: deciding to quit your job, or even just declaring that you will start your business and joining us in the upcoming workshops.
Like I said, these are interviews from the last round of workshops in 2021, so if you want to hear the new stories that will be showcased in this new round, make sure you sign up.
First I'll be interviewing Erin Pohan, an accountant, mom, and the owner of Upkeeping.
Next you're going to hear from Misa, who was in my very first cohort of BBA, when it was a brand new program. I'll always hold a special place in my heart for my first cohort, as they've been along for the ride since the beginning. And as you'll hear from both ladies, the community we've built is one of the best parts.
I hope these interviews inspire you as much as they do me, and their words of wisdom help you in some way.
Register for the Bookkeeping Biz Workshops: bkworkshops.online
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.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join the next free training at ambitiousbookkeeper.com/training
02/20/22 • 36 min
Accounting + Human Design with Laura Torma
The Ambitious Bookkeeper Podcast
03/09/22 • 42 min
In this interview episode this week, I am interviewing one of my very first students of the bookkeeping business accelerator, but we do kind of talk about the beginning of us meeting. However, what I did bring this special guest on today to talk about is
- burnout
- boundaries
- using your intuition
- how to incorporate your human design into how you exist in your business and in life.
Our guest, Laura Torma, previously known as Laura Watson, the number's nomad, is an intuitive life and business strategist.
She used to be a CPA who worked with countless clients and accountants, and she has taken her experience and melded it with spiritual systems, such as human design to help all people come into the gift of who they are.
I am so excited to have you listening to this conversation with Laura, and I hope that you take away something, if not, lots of things from this episode.
Connect with Laura:
Lauratorma_
https://lauratorma.podia.com/hd-reading-via-zoom
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.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools
- Podcast Editing: Ian Gilliam: iangilliam.com
Affiliate Links:
- Descript: http://descript.com?lmref=RdGGFA
- Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696
Join the next free training at ambitiousbookkeeper.com/training
03/09/22 • 42 min
Shifting into Becoming a Virtual CFO with Aimee LaLiberte
The Ambitious Bookkeeper Podcast
01/26/22 • 48 min
This week I'm chatting with Aimee LaLiberte, the owner of My Virtual CFO. Aimee is a trusted profitability advisor to six and seven-figure business owners who are tired of
being behind in their books and are ready to uncover blind spots,
course correct, and ultimately get more profitable.
Aimee also is a certified life and money coach and works with
business owners who seek greater confidence and unwavering drive
to attract and build wealth in their businesses and lives.
After working in non-profit and finance for over 16 years and
helping hundreds of business owners since starting her own
business, Aimee knows how important it is to have steadfast trust in
the person looking after your books.
This episode is packed with insights and advice from someone just like you, who was giving away advisory and high level CFO services with her bookkeeping, and she is sharing her knowledge and tips with you on:
- shifting your mindset and limiting beliefs when going out on your own
- creating a plan to leave corporate
- advice for accounting students who want to start a business
- 3 things that provide immense value to clients
- creating results in your own business that you can translate into success for clients
- and so much more
It was such an honor and pleasure to interview Aimee and honestly I'm excited to have made such a great connection through the podcast and know we'll keep in touch going forward.
Connect with Aimee:
Social: https://instagram.com/myvirtualcfo
Website: www.myvirtualcfo.co
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.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Join the next free training at ambitiousbookkeeper.com/training
01/26/22 • 48 min
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FAQ
How many episodes does The Ambitious Bookkeeper Podcast have?
The Ambitious Bookkeeper Podcast currently has 137 episodes available.
What topics does The Ambitious Bookkeeper Podcast cover?
The podcast is about Online Business, Accounting, How To, Podcasts, Education and Business.
What is the most popular episode on The Ambitious Bookkeeper Podcast?
The episode title 'Podcasting + Standing Out with Krystal Proffitt' is the most popular.
What is the average episode length on The Ambitious Bookkeeper Podcast?
The average episode length on The Ambitious Bookkeeper Podcast is 35 minutes.
How often are episodes of The Ambitious Bookkeeper Podcast released?
Episodes of The Ambitious Bookkeeper Podcast are typically released every 7 days.
When was the first episode of The Ambitious Bookkeeper Podcast?
The first episode of The Ambitious Bookkeeper Podcast was released on Jun 10, 2021.
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5.0
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7 Ratings