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The Ambitious Bookkeeper Podcast

Serena Shoup, CPA
Bookkeeping
Xero
Entrepreneurship
Client Acquisition
Accounting
Sales Tax
Marketing Strategies
Client Communication
Dubsado
Quickbooks Online
Pricing Strategies
Quickbooks
Social Media Marketing
Work-Life Balance
Time Management
Client Onboarding
Small Businesses
Podcasting
Networking
Hubdoc

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... more

PublishesWeeklyEpisodes258Founded5 years ago
Number of ListenersCategories
CareersBusinessEntrepreneurship

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Artwork for The Ambitious Bookkeeper Podcast

Latest Episodes

I've been connected with Katie Ferro since the very beginning of my business. I literally found her on a podcast while I was on maternity leave dreaming about starting a bookkeeping business, and I probably reached out to her like a weirdo on Instagr... more

YouTube

What if the tool you've been waiting for, the one that finally makes Xero as efficient as QuickBooks with Right Tool, already exists, and it's being built by a former bookkeeper who accidentally fell into coding? In this episode, Serena sits down wit... more

YouTube

This round of Live Q&A we got into some really good stuff: how to navigate starting your firm while you're still employed, why book to tax differences are completely normal and not something to lose sleep over, and how I approach the "can I afford to... more

YouTube

I got to reconnect with Emily Bowie, a partner at Thorne Advisors, and someone I actually met years ago in a tiny mastermind back when she was doing something completely different in her business.

We talked about what actually makes a partnership wo... more

YouTube

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Recent Guests

Mark Corum
Developer behind X2Uno and Right Tool
X2Uno / Right Tool
Episode: 250 | X2Uno: The Chrome Extension for Xero with Mark Corum
Max Emory
Founder and CEO of Time Capital Bookkeeping Services, REI bookkeeping specialist
Time Capital Bookkeeping
Episode: 239 āŽø How to Serve Real Estate Investor Clients & Market Your Bookkeeping Business as an Introvert with Max Emory
Joe Woodard
Founder of Scaling New Heights
Scaling New Heights
Episode: 238 āŽø Transforming the Accounting Landscape: A Conversation with Joe Woodard
Kendra Courtney
Dubsado specialist
Dubsado Decoded collaboration
Episode: 236 | Take back your time with Dubsado 3.0
Erin Pohan
OG alumni and co-coach in the Bookkeeping Business Accelerator
UpKeeping
Episode: 231 | I’ve got a surprise!
Hunter Rademacher
Salesperson in an accounting firm, helping small business owners with accounting solutions.
Episode: 227 | Increasing Your Sales with Hunter Rademacher
Adrian Lopez
CPA based in Sacramento, California, former IRS revenue agent.
Owns a tax and accounting practice
Episode: 226 | Need to know OBBBA highlights for Bookkeepers Adrian Lopez
Katie Ferro
Founder of Become A Bookkeeper, a program to educate aspiring bookkeepers.
Become A Bookkeeper
Episode: 225 āŽø Recast: Become a Bookkeeper with Katie Ferro
Kelly Sinclair
A marketing expert with 20 years in PR and owning an AI company focused on enhancing business strategies.
Entrepreneur School
Episode: 224 | Using Human-First AI for Visibility with Kelly Sinclair

Hosts

Serena Shoop
Host involved in hosting episodes focused on bookkeeping operations, automation, and client onboarding.
Serena Shoup
Main host with offerings around systems, pricing, and strategic growth for bookkeeping firms.

Reviews

4.8 out of 5 stars from 112 ratings
  • Tackling the whole person

    Thank you for bringing in the things that we need to address with our whole selves not just as a business owner.

    Apple Podcasts
    5
    croofener
    United States2 years ago
  • Pure Gold šŸ’«

    As a long time follower Ive been aspiring to be a virtual bookkeeper but I still need to get in the right head space to break off from my corporate AP/AR do-it-all job. I’m thankful for Serena’s episodes! They are so educational and inspiring with all the beneficial bookkeeping golden nuggets. Never boring, always great info with the perks of links in the show notes so you can go back and research which is amazing!

    Apple Podcasts
    5
    Mysty Brooks
    United States2 years ago
  • So helpful!

    This podcast has SO MANY tactical and helpful episodes about running a successful bookkeeping business. Serena is truly a wealth of knowledge and is so eager to share and help those who want to learn this awesome skill.

    Apple Podcasts
    5
    Baby Bruce
    United States2 years ago
  • Such great info

    I absolutely love her podcasts, she provides such good, valuable information and I can tell she just genuinely cares! I had asked her questions on instagram and not only did she respond to me, she answered those questions on her podcast in detail! Thanks Serena!

    Apple Podcasts
    5
    Alina LedgerSmart
    United States2 years ago
  • Excellent podcast

    As a bookkeeping business owner, Serena’s weekly podcast episodes have been so helpful to me. She truly breaks down topics in a concise manner on so many topics relevant to the accountant community. I try to not miss any of her episodes - it’s a weekly must for me!!

    Apple Podcasts
    5
    GloMommy!
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests and topics are considered highly relevant for onboarding, automation, and marketing strategies.
Fans consistently praise the host's clear, calm interviewing style and actionable takeaways.
Listeners appreciate the practical, how-to guidance for starting and growing a bookkeeping firm.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

249 āŽø [Q&A] Starting a Firm While Employed, Hiring Advice, and Employee Benefits
Q: How do you book Take Command payouts on the OCF side, and how is it reflected in payroll and accounting?
Take Command payouts are imported via CSV into the payroll system as reimbursements, mapped to the appropriate account, and reclassified as employee benefits if applicable; it's usually done monthly.
249 āŽø [Q&A] Starting a Firm While Employed, Hiring Advice, and Employee Benefits
Q: How do you determine how much to reimburse employees as part of aTake Command or similar program, and can this be adjusted year to year?
You can choose the reimbursement amount, and you can change it year over year; common amounts like $250 per month were used, but amounts can be lower or higher depending on policy and budget.
249 āŽø [Q&A] Starting a Firm While Employed, Hiring Advice, and Employee Benefits
Q: When should someone tell their current employer about starting their own bookkeeping firm on the side, and could a referral relationship be possible without competing in the same area?
If you have a good relationship with your employer, check your employee agreements and reputation; if there's no moonlighting ban, have an open, honest conversation about intentions, and propose a referral relationship. If there are restrictions, you may need to navigate carefully or adjust plans.
250 | X2Uno: The Chrome Extension for Xero with Mark Corum
Q: What inspired you to move from bookkeeping into coding and build extensions for accounting software?
A combination of practicality and opportunity. After years in bookkeeping, I wanted more control over the tools I used daily, which led to exploring coding and eventually creating extensions like Right Tool and X2Uno to improve workflows for Xero and QuickBooks users.
239 āŽø How to Serve Real Estate Investor Clients & Market Your Bookkeeping Business as an Introvert with Max Emory
Q: Do you send your team to industry events, or is it mainly online marketing?
So far they haven't sent the team to events regularly due to ROI concerns, but they are considering niche-focused industry events in the future, with a plan to allocate budget for team participation if goals are met.

Audience Metrics

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Frequently Asked Questions About The Ambitious Bookkeeper Podcast

What is The Ambitious Bookkeeper Podcast about and what kind of topics does it cover?

This show targets bookkeepers and accountants building or growing their own practices, with a steady stream of actionable guidance on operations, pricing, automation, and client management. Episodes frequently feature practitioners and industry experts discussing niche markets, AI and tech stack adoption, onboarding processes, and scalable marketing and sales strategies. A standout throughline is turning practical systems into measurable business growth, often highlighting real-world case studies, templates, and coaching programs that listeners can implement immediately. The format tends to blend hands-on tactics with strategic mindset shifts, making it valuable for listeners aiming to professionalize their firms and accelerate growth.

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How many listeners does The Ambitious Bookkeeper Podcast get?

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What are the audience demographics for The Ambitious Bookkeeper Podcast?

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Which podcasts are similar to The Ambitious Bookkeeper Podcast?

These podcasts share a similar audience with The Ambitious Bookkeeper Podcast:

1. The Successful Bookkeeper Podcast
2. The Bookkeepers' Podcast
3. Jason On Firms Podcast
4. Bookkeeping Expert - Zach Pasquariello
5. The Strategic Bookkeeper Podcast

How many episodes of The Ambitious Bookkeeper Podcast are there?

The Ambitious Bookkeeper Podcast launched 5 years ago and published 258 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Ambitious Bookkeeper Podcast?

Recent guests on The Ambitious Bookkeeper Podcast include:

1. Mark Corum
2. Max Emory
3. Joe Woodard
4. Kendra Courtney
5. Erin Pohan
6. Hunter Rademacher
7. Adrian Lopez
8. Katie Ferro

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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