The Ambitious Bookkeeper Podcast

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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:

www.krystalproffitt.com

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

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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)

Sign up here for the Black Friday Updates >>

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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

Sign up here for the Black Friday Updates >>

Send us a text

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

Sign up here for the Black Friday Updates >>

Send us a text

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

Sign up here for the Black Friday Updates >>