The Ambitious Bookkeeper Podcast
Serena Shoup, CPA
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
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Goodpods has curated a list of the 10 best The Ambitious Bookkeeper Podcast episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to The Ambitious Bookkeeper Podcast for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite The Ambitious Bookkeeper Podcast episode by adding your comments to the episode page.
40 ⎸ Podcasting + Standing Out with Krystal Proffitt
The Ambitious Bookkeeper Podcast
03/16/22 • 41 min
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
3 Listeners
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1
64 ⎸ How we collaborate with clients Part 2
The Ambitious Bookkeeper Podcast
09/07/22 • 49 min
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
1 Listener
63 ⎸ How we work virtually as a team Part 1
The Ambitious Bookkeeper Podcast
08/24/22 • 27 min
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
1 Listener
179 ⎸ Managing Your Energy in Business with Emily Leahy
The Ambitious Bookkeeper Podcast
12/18/24 • 38 min
In this interview episode, we've got Emily Leahy sharing her incredible insights on managing energy in business, especially for us ambitious women out there. Forget the hustle; it's all about syncing with your personal cycles and making life work for you. You won't want to miss these gems!
In this episode you’ll hear:
- optimizing energy cycles, especially for women, and viewing performance through a feminine lens
- how women are often perceived as more emotional at work
- why it's important to work with, not against, our natural rhythms
- managing burnout by figuring out which energy "zone” you’re in
Resources mentioned in this episode:
Meet Emily
Emily Leahy is the founder of The Feminine Template and certified executive performance and leadership coach trained at Brown University. With over a decade of experience building companies and coaching simultaneously, she's connected the dots that truly matter. Living in San Francisco, Emily has supported side-hustling, VC-backed, bootstrapped female entrepreneurs and corporate leaders. This journey has shown her that women perform differently than men and possess dormant superpowers waiting to be activated. She's on a mission to leverage physiology to revolutionize work, wealth, and wellness for ambitious women. By aligning with natural cycles and rhythms, she helps women harness their energy, sustain optimal performance, and lead with innovation and influence.
Connect with Emily
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 Threads: threads.net/@ambitiousbookkeeper
- Connect on 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 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
1 Listener
60 ⎸ Mastering Your Mindset with Mariette Martinez
The Ambitious Bookkeeper Podcast
08/03/22 • 57 min
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
1 Listener
101 ⎸ [Q&A] Keeping it Secure: File sharing for Bookkeepers
The Ambitious Bookkeeper Podcast
06/07/23 • 42 min
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
1 Listener
102 ⎸ [Q&A] Simplify Your Clients Onboarding Experience
The Ambitious Bookkeeper Podcast
06/14/23 • 26 min
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
1 Listener
173 ⎸ Money Stories & Shame around Money with Wall Street Girl Next Door (Nicole Ayub)
The Ambitious Bookkeeper Podcast
10/30/24 • 36 min
In this interview episode, we've got Nicole Ayub, the fabulous Wall Street Girl Next Door, sharing her insights on money stories, emotional hang-ups, and shaking off that pesky shame around finances. Get ready to dive deep and rethink your money mindset!
In this episode you’ll hear:
- why we're all feeling funky about our finances and how to fix it
- a money exercise that'll help you discover what's really going on in that wallet of yours
- understanding your "money story”
- some real talk on financial shame
Resources mentioned in this episode:
Meet Wall Street Girl Next Door
Nicole’s passion is to help people have a healthy relationship with their money. She currently works on Wall Street and she’s been in the finance industry for over a decade and she has seen how we do not give people the support and resources they need to have a healthy relationship with their money. She created her brand so people can have a safe space to heal their relationship with money and talk about their struggles and overcoming them.
Connect with Wall Street Girl Next Door
📞 Schedule a free 30-min consultation
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 Threads: threads.net/@ambitiousbookkeeper
- Connect on 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 ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
1 Listener
51 ⎸ How to make more and work less with James Wedmore
The Ambitious Bookkeeper Podcast
06/01/22 • 28 min
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 & money connection
- the way of being you have to disconnect from
- how to leverage offers and scale
If 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>>
Connect with James on Instagram>>
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 @jameswedmore
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 Editing: Ian Gilliam: iangilliam.com
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the next free training at ambitiousbookkeeper.com/training
44 ⎸ Best Advice from Accounting Course Creators
The Ambitious Bookkeeper Podcast
04/15/22 • 12 min
In this special episode, I’m bringing in 3 very special and powerful women in the accounting space: Katie Ferro, Keila Hill-Trawick, and Noemi Aguilar-Horta These three women are some of the other accounting/bookkeeping specific course creators that I asked to provide their top advice to you as course creators in our specific niche.
This is a continuation of a series I’m putting together around creating courses, as so many people in our community have asked about creating courses. These women bring real solid not-sugar coated advice about creating courses.
I’m honored to have these women on the podcast and being able to provide more perspective. I’m linking all of their info in the shownotes for this episode so you can connect with them and their programs.
Katie Ferro - Owner of Orderly Accounting by Katie & Creator of Become a Bookkeeper & Life By the Books
IG www.instagram.com/orderlyaccountingbykatie
Podcast www.katieferro.com/podcast
Keila Hill-Trawick - Owner of Little Fish Accounting & Co-Creator of The Accountants Of Color Community
Website https://www.accountantsofcolor.co
Noemi Aguilar-Horta - Owner of Tikal Tax & Accounting and Mama Counts Bookkeeping Course
TikTok www.tiktok.com/@noemiaguilarhorta
Facebook Group https://www.facebook.com/groups/mamacounts/?ref=share
Grab your Course Niche Guide here: ambitiousbookkeeper.com/niche
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
- Descript (affiliate link)
- Buzzsprout (affiliate link)
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FAQ
How many episodes does The Ambitious Bookkeeper Podcast have?
The Ambitious Bookkeeper Podcast currently has 196 episodes available.
What topics does The Ambitious Bookkeeper Podcast cover?
The podcast is about Entrepreneurship, Online Business, Accounting, Podcasts, Business and Careers.
What is the most popular episode on The Ambitious Bookkeeper Podcast?
The episode title '40 ⎸ 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 34 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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