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The Ambitious Bookkeeper Podcast

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

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

PublishesWeeklyEpisodes264Founded5 years ago
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Artwork for The Ambitious Bookkeeper Podcast

Latest Episodes

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This live Q&A started with tactical bookkeeping questions and ended with me on my soapbox about AI. We covered capital loans, payroll, pricing, statement of cash flows, and how I balance running two businesses with my ... more

YouTube

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If you have between 10 and 20 clients and you’ve been eyeing a new workflow software, hear me out before you hit “start free trial.” In this episode, I answer a question from my Ask Me Anything series: Stephanie is a s... more

YouTube

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Advisory doesn’t have to be complicated.

In this episode, I’m breaking down the simplest way to start offering advisory services inside your bookkeeping packages. I call it “advisory lite,” and it’s included in every ... more

YouTube

You don’t need to add budgeting and forecasting to your menu to start delivering advisory-level value.

In this episode, I sit down with Anne Napolitano, a former Hermès controller turned private chef turned owner of a 10-person restaurant-focused ac... more

YouTube

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Recent Guests

Anne Napolitano
Restaurant-focused accounting firm owner, advisor on restaurant finance
Napolitano Accounting
Episode: 254 | Trusting Your Team & Stepping into Advisory with Anne Napolitano
Katie Ferro
Bookkeeping expert, guest on part 2 discussion about advisory services and budgeting
Episode: 252 ⎸ Bookkeeping is NOT a commodity when done right with Katie Ferro Part 2
Mark Corum
Developer behind X2Uno and Right Tool
X2Uno / Right Tool
Episode: 250 | X2Uno: The Chrome Extension for Xero with Mark Corum
Emily Bowie
Partner at Thorne Advisors, CFO/tax strategist
Thorne Advisors
Episode: 248 | How to Be a Collaborative Professional with Emily Bowie
Nick Cobos
Founder of Saga Accounting Solutions
Saga Accounting Solutions
Episode: 247 | Tax + Bookkeeping; Should You Do Both? With Nick Cobos
Jaime Rodriguez
CEO of Bookkeepers.com (Bookkeeper Launch presenter)
Bookkeepers.com
Episode: 245 | Starting Your Firm from Scratch with Jaime Rodriguez
Alyssa Lang
Workflow Queen, invited guest for today's episode
Workflow Queen
Episode: 241 ⎸ The State of Virtual Bookkeeping Industry with Alyssa
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

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 đź’«

    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.

256 | [AMA] Switching Workflow Softwares (Financial Cents vs. Double)
Q: I'm thinking of switching from Financial Cents to Double for my bookkeeping practice management software. I can see pros and cons to both, but I'd love to know if you think one is superior to the other and why.
Serena recommends first identifying concrete shortcomings and deal breakers, then considering whether Double's reporting and client portal justify the time and effort of switching. She also suggests using separate tools for those needs and fully exploring Financial Cents' existing features before making a decision.
247 | Tax + Bookkeeping; Should You Do Both? With Nick Cobos
Q: Were those first clients the people you ended up texting or were there people that they knew?
Initial leads were a mix of direct texts to acquaintances and some referrals from people who knew business owners; over time, more came back as the firm established credibility.
246 | Q&A - Transitioning to Advisory, Xero Integrations Disengaging with Clients, and More
Q: What's your approach to pricing advisory work compared to bookkeeping?
Price higher fees to reflect the added value and time commitment, and be prepared to justify the investment with the client by outlining the outcomes and the energy you'll devote; if a client pushes back, offer to adjust scope rather than slash the price.
249 ⎸ [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 ⎸ [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.

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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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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. Accounting Firm Coach: Office Hours
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 264 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. Anne Napolitano
2. Katie Ferro
3. Mark Corum
4. Emily Bowie
5. Nick Cobos
6. Jaime Rodriguez
7. Alyssa Lang
8. Max Emory

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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