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The Ambitious Bookkeeper Podcast

Serena Shoup, CPA
Bookkeeping
Entrepreneurship
Client Communication
Social Media Marketing
Hubdoc
Marketing Strategies
Fractional CFO Services
Breakaway Bookkeeping and Advising
Client Offboarding
Client Relationships
Content Creation
Podcasting
Franchise Model
Tax Credits
Retirement Planning
Email Management
Pricing Strategies
Time Management
CPA
IRS

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

PublishesWeeklyEpisodes232Founded4 years ago
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CareersEntrepreneurshipBusiness

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Want to see my weekly timesheets? Follow me on Threads: www.threads.net/@ambitiousbookkeeper

No one talks enough about the amount of time that goes into an online course business. So I’m talkin... more

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Cyber scams targeting bookkeepers are getting more sophisticated, and I'm sitting down with insurance expert Jock Wols to talk about what's happening in our industry right now. I even share my own recent experience being targeted thro... more

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In this episode, I sat down with Margie Remmers-Davis, founder and CEO of Akadian Accounting Education, to talk about what it really takes to learn QuickBooks Online. If you've ever felt like the ProAdvisor certification didn't actual... more

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Hey there! In this episode, I'm breaking down exactly what you actually need to start your bookkeeping business - no fluff, just the tactical stuff that matters. As someone who accidentally started my bookkeeping business as a side hu... more

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Recent Guests

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
Margie Remmers-Davis
Founder and CEO of Akadian Accounting Education, specializing in helping people pass the QBO certification.
Akadian Accounting Education
Episode: 218 | Ready to *Actually* Learn QBO? With Margie Remmers-Davis
Dariella Gonitzke
Nutritionist with a focus on women's health, functional medicine, and herbal medicine
Sara Vita Nutrition
Episode: 216 | Why You Might be Feeling Exhausted with Dariella Gonitzke
Grace Costa
Founder of Social Mixed Media and the Social Accountant membership.
Social Mixed Media
Episode: 208 ⎸ Social Media Marketing in 2025 with Grace Costa, The Social Accountant
Alyssa Lang
Workflow expert with expertise in project management tools like Asana
Workflow Queen
Episode: BONUS | Ambitious Wave Queen Show - Live at WAVE Seattle with Erin Pohan & Alyssa Lang
Erin Pohan
Community organizer and supporter in the accounting field
Episode: BONUS | Ambitious Wave Queen Show - Live at WAVE Seattle with Erin Pohan & Alyssa Lang
Adrian Lopez
Ex-IRS revenue agent sharing insights on audits and tax compliance.
ANL CPA
Episode: 205 ⎸ Protecting Your Clients from Audits with Ex-Irs Auditor Adrian Lopez
Meenadchi Ayushi
Ancestral Healing Practitioner focused on the impact of intergenerational trauma and healing money trauma.
Episode: 202 ⎸ Healing Money Trauma with Meenadchi
Maggie Lord
Entrepreneur and business advisor who assists female founders in preparing their businesses for sale
Maggie Lord and Company
Episode: 198 ⎸ Building toward an Exit with Maggie Lord

Host

Serena Shoup
Host of the podcast, a CPA who shares insights on bookkeeping, entrepreneurship, and offers actionable business advice. She is committed to supporting the bookkeeping community.

Reviews

4.8 out of 5 stars from 105 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 Statesa year 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 Statesa year 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 Statesa year 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 Statesa year 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 Statesa year ago

Listeners Say

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

Many find the content both inspiring and relatable, especially as it addresses the challenges faced by bookkeeping professionals.
Listeners express appreciation for actionable advice and expert insights, often highlighting the show's educational qualities.
The host is noted for her genuine care and accessibility, fostering a supportive community around the podcast.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

219 | Top Scams Happening to Bookkeepers in 2025 with Jock Wols
Q: What should someone do if they believe they have been scammed?
Speed to respond matters, and they should contact their insurer or an IT professional immediately.
212 | Q&A How to Get Clients to Respond, Creating Budgets, & Accounting for Startup Expenses
Q: How to record startup expenses since revenue hasn't started yet?
You can create a journal entry for the expenses and document them in a spreadsheet.
212 | Q&A How to Get Clients to Respond, Creating Budgets, & Accounting for Startup Expenses
Q: How do you handle it when clients don't respond promptly?
Serena suggests picking up the phone to check in and offering a 30-minute Zoom call to help clients get back on track.
207 ⎸ [Q&A] Accrual Accounting and Client Management Insights
Q: How do you recommend getting info from a client on job costing?
For anything that they pay for with a debit card, they should have some sort of receipt or proof of the transaction and can create a spreadsheet for tracking job numbers.
207 ⎸ [Q&A] Accrual Accounting and Client Management Insights
Q: What process or software do you use for client requests and un-categorized transactions during month-end close?
We currently use a Google Sheet; we create a Google Sheet for each client when we onboard them.

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?

Focused on empowering bookkeepers and accountants, this podcast provides valuable insights and actionable tips for both aspiring and established business owners in the bookkeeping field. Listeners benefit from expert interviews, practical strategies for business growth, and personal reflections from the host, who shares her own experiences as a CPA. Topics such as client management, technology integration, entrepreneurship challenges, and industry trends are frequently explored, making it a vital resource for professionals looking to navigate the complexities of running a successful bookkeeping practice.

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How many listeners does The Ambitious Bookkeeper Podcast get?

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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 Bookkeepers' Podcast
2. The Successful Bookkeeper Podcast
3. The Accounting Podcast
4. Small Business Tax Savings Podcast
5. The Strategic Bookkeeper Podcast

How many episodes of The Ambitious Bookkeeper Podcast are there?

The Ambitious Bookkeeper Podcast launched 4 years ago and published 232 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. Jock Wols
2. Margie Remmers-Davis
3. Dariella Gonitzke
4. Grace Costa
5. Alyssa Lang
6. Erin Pohan
7. Adrian Lopez
8. Meenadchi Ayushi

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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