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The Ambitious Bookkeeper Podcast

Serena Shoup, CPA
Bookkeeping
Entrepreneurship
Xero
Client Acquisition
Accounting
Sales Tax
Marketing Strategies
Client Communication
Dubsado
Quickbooks Online
Pricing Strategies
Social Media Marketing
Quickbooks
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

PublishesWeeklyEpisodes253Founded5 years ago
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Artwork for The Ambitious Bookkeeper Podcast

Latest Episodes

I'm joined in person by my biz bestie Alyssa Lang of Workflow Queen, and we are SO pumped to talk about the return of the Virtual Bookkeeper Industry Survey round two, baby! We're going bigger, better, and more intentional this time around, with a go... more

YouTube

This episode is a replay of my April 2026 live Q&A, and we cover a ton of ground that I know so many of you are dealing with right now.

Whether you're just starting out and trying to figure out where to even begin with automation, or you're in the t... more

YouTube

This episode is a behind-the-scenes conversation with Max Emory.

We get into the nitty gritty of what it actually takes to serve REI clients, how he built his team, the new community he's launching for bookkeepers who want to level up their marketin... more

YouTube

Get all the info and join before Midnight Pacific Time on May 9, 2026:

www.ambitiousbookkeeper.com/elevate/?coupon_code=REVAMP

YouTube

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Recent Guests

Max Emory
Founder and CEO of Time Capital Bookkeeping Services, REI bookkeeping specialist
Time Capital Bookkeeping
Episode: 239 ⎸ 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 ⎸ 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
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 ⎸ 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
Kelsey Silver
AI developer and consultant
Foresight HQ
Episode: 223 | Using AI Securely + to Land Clients with Kelsey Silver
Jock Wols
An insurance professional specializing in coverage for bookkeepers and accountants.
RiskDesk
Episode: 219 | Top Scams Happening to Bookkeepers in 2025 with Jock Wols

Host

Serena Shoup
Host of The Ambitious Bookkeeper Podcast; focuses on practical strategies for growing bookkeeping and accounting firms; collaborates with guests to provide implementation-ready guidance.

Reviews

4.8 out of 5 stars from 111 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 💫

    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.

Genuine, helpful host who returns detailed answers and resources.
Listeners praise practical, easy-to-digest guidance and guest diversity.
Actionable tips and real-world examples for growing a bookkeeping business.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

239 ⎸ 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.
239 ⎸ How to Serve Real Estate Investor Clients & Market Your Bookkeeping Business as an Introvert with Max Emory
Q: When do you kick off GoPro Bookkeeping and how can people get involved?
They are planning an August launch with a waitlist; interested listeners can sign up on the waitlist to receive early information and updates.
239 ⎸ How to Serve Real Estate Investor Clients & Market Your Bookkeeping Business as an Introvert with Max Emory
Q: Becky asked, Can anyone take that? Or is that an internal training?
Max explains that Time Capital University is a sister company offering internal playbooks and training that can be taken by others interested in REI bookkeeping, not just internal staff; the training is accessible through a structured course.
237 ⎸ [Q&A] Inbox Management, Tech Stack, and Practice Management Tips
Q: What's your approach to a team member who is anxious—how do you coach them without micromanaging?
Address the issue in one-on-one conversations, explore underlying causes, and co-create adjustments to the process to reduce stress while maintaining accountability and support.
237 ⎸ [Q&A] Inbox Management, Tech Stack, and Practice Management Tips
Q: Do I need something on top of Gmail, like Missive or Spark, to manage emails effectively for a team?
It's optional; you can achieve visibility and assignment with Gmail labels and a light tagging system, but using a collaboration tool can add direct intra-email conversations and easier assignment, which some teams find valuable.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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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?

The show targets bookkeepers and accountants aiming to grow or start their own practices, delivering actionable strategies for running a bookkeeping business, adopting new tools, and navigating industry shifts. Episodes feature guest experts and practitioners who share real-world experiences on niches (like real estate investors), automation, onboarding, marketing, pricing, and technology adoption (AI, Dubsado, Xero, QBO). Noteworthy is a consistent emphasis on practical systems, scalable processes, and community-driven coaching, often with actionable templates and step-by-step guidance for firm owners at varying stages of growth.

Where can I find podcast stats for The Ambitious Bookkeeper Podcast?

Rephonic provides a wide range of podcast stats for The Ambitious Bookkeeper Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Ambitious Bookkeeper Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

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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How many subscribers and views does The Ambitious Bookkeeper Podcast have?

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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. Profits + Prosecco: The Podcast
4. Jason On Firms Podcast
5. Bookkeeping Expert - Zach Pasquariello

How many episodes of The Ambitious Bookkeeper Podcast are there?

The Ambitious Bookkeeper Podcast launched 5 years ago and published 253 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Ambitious Bookkeeper Podcast?

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What guests have appeared on The Ambitious Bookkeeper Podcast?

Recent guests on The Ambitious Bookkeeper Podcast include:

1. Max Emory
2. Joe Woodard
3. Kendra Courtney
4. Hunter Rademacher
5. Adrian Lopez
6. Katie Ferro
7. Kelly Sinclair
8. Kelsey Silver

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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