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The Ambitious Bookkeeper Podcast

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

PublishesWeeklyEpisodes256Founded5 years ago
Number of ListenersCategories
CareersBusinessEntrepreneurship

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Artwork for The Ambitious Bookkeeper Podcast

Latest Episodes

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

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

If you have ever had that passing thought of "should I add tax to my bookkeeping firm?" this is the episode you need to hear before you make a move.

In this one, I'm sitting down with Nick Cobos of Saga Accounting Solutions. Nick has built a five-pe... more

YouTube

We're back from summer break with a live Q&A with SO much good stuff in this one. This was one of those episodes where the questions kept getting better and better, and I got to go deep on the things that trip us all up: running an advisory firm, get... more

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
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
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

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 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.

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.

Apple Podcasts
#97
United States/Business/Careers
Apple Podcasts
#224
Canada/Business/Careers
Apple Podcasts
#137
South Africa/Business/Careers
Apple Podcasts
#155
Japan/Business/Careers
Apple Podcasts
#232
Philippines/Business/Careers

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.

Listeners per Episode
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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. Jason On Firms Podcast
2. The Successful Bookkeeper Podcast
3. The Bookkeepers' Podcast
4. Bookkeeping Expert - Zach Pasquariello
5. The Accounting Podcast

How many episodes of The Ambitious Bookkeeper Podcast are there?

The Ambitious Bookkeeper Podcast launched 5 years ago and published 256 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. Max Emory
2. Joe Woodard
3. Hunter Rademacher
4. Adrian Lopez
5. Katie Ferro
6. Kelly Sinclair
7. Kelsey Silver
8. Jock Wols

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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