Send us a text In this solo episode, I’m diving into the world of Threads. Is it the next best thing for bookkeepers or just another time-sink? Let's figure it out together. In this episode you’ll hear: the lowdown on what Threads is how Threads can pull over your Instagram followers how, in just three months, Threads helped me land a bunch of podcast interviews, a guest workshop, and even snag some new clients tips on managing your time on Threads Resources mentioned in this episode: Follow me ...
Nov 13, 2024•10 min•Ep. 175
Send us a text In this interview episode, I chat with money guru Kara Perez about merging sustainable living with smart financial practices. If you've ever been curious how to save some green while going green, you'll love this one! In this episode you’ll hear: practical, sustainable money practices that fit right into your life without breaking the bank advice on tackling emotional money barriers real-life stories on how folks save money while going green how Kara landed a book deal advice on m...
Nov 06, 2024•28 min•Ep. 174
Send us a text In this interview episode, we've got Nicole Ayub, the fabulous Wall Street Girl Next Door, sharing her insights on money stories, emotional hang-ups, and shaking off that pesky shame around finances. Get ready to dive deep and rethink your money mindset! In this episode you’ll hear: why we're all feeling funky about our finances and how to fix it a money exercise that'll help you discover what's really going on in that wallet of yours understanding your "money story” some real tal...
Oct 30, 2024•36 min•Ep. 173
Send us a text In this interview episode I chat with Corree Roofener about how defining your personal and business values can transform your life. From nature walks & spiritual growth to aligning ethics to enhance your business, we're diving deep into what truly matters! In this episode you’ll hear: The overlap of business and personal values Foundational pillars of wealth Audit your values annually Leaving a legacy that’s different from what society expects Resources mentioned in this episo...
Oct 23, 2024•48 min•Ep. 172
Send us a text In this interview episode, we dive into the world of bookkeeping with a twist—neurodiversity. Join me as I chat with Aneisha Velazquez from Yellow Sky Bookkeeping. She’s sharing her unique journey with autism and ADHD while offering tips on building better systems and communication. Grab a cup of coffee, and let’s get into it! In this episode you’ll hear: energy-focused scheduling the art of setting boundaries in client work to keep your peace of mind how to explain bookkeeping li...
Oct 16, 2024•39 min•Ep. 171
Send us a text In this interview episode, we're continuing our neurodivergent series and diving into the inspiring journey of Amy Burgess, a fellow neurodivergent and brilliant bookkeeper. If you're curious about building a business that truly reflects who you are and want some killer insights into making it happen, you don't wanna miss this one. In this episode you’ll hear: newer bookkeeping biz owner her path into bookkeeping how bookkeeping works for ND mind tips for operating with AuADHD tip...
Oct 09, 2024•26 min•Ep. 170
Send us a text This is the first of a series we will be having on the podcast, all around neurodivergent businesses & bookkeepers. You can find these episodes by searching [ND] in brackets on our blog. In this episode you’ll hear: How to declutter & create systems in your home Operating a business with ADHD Planning your day in your business How to support a business owner with ADHD as their bookkeeper Resources mentioned in this episode: Decluttering at the Speed of Life (book) Meet Meg...
Oct 02, 2024•43 min•Ep. 169
Send us a text In this interview episode, I’m chatting with Katy Murray, the brains behind the Gingerbiz Podcast. She’s a powerhouse who's done it all—from professional photography to managing HR for a big company, and even launching her own business, Katie & Co. We first connected through Threads, and it turns out we have a lot to chat about when it comes to finding success without burning out. In this episode you’ll hear: tips on slowing down to become more successful especially as a high-...
Sep 25, 2024•51 min•Ep. 168
Send us a text In this interview episode, I’m catching up with Sharon Hefetz, who has an incredible story to share about her journey with multiple myeloma. She opens up about how she turned to self-care, mindfulness, and intentional living to navigate her diagnosis and achieve remission. Plus, we've got a special giveaway for you, so check out the show notes for all the details! In this episode you’ll hear: importance of paying attention to your health & advocating for yourself Sharon's appr...
Sep 18, 2024•29 min•Ep. 167
Send us a text In this interview episode, I’m hanging out with SEO whiz, Jules White, to break down some super practical tips to get your bookkeeping website noticed. Jules shares some cool hacks for optimizing images and structuring your content, plus some easy-to-use tools for keyword research. If SEO has been a mystery to you, this episode is your new best friend. Tune in and get those rankings up! In this episode you’ll hear: website setup and optimization SEO consulting and tools SEO fundam...
Sep 11, 2024•36 min•Ep. 166
Send us a text In this solo episode, I’m chatting about a question I got from one of you awesome listeners: should you add tax services to your bookkeeping biz? We’ll weigh the pros and cons, talk about building your own client base, and figure out if expanding your services is the right move for you. In this episode you’ll hear: building a personal book of business advantages of hiring a tax specialist benefits & drawbacks of offering tax services my experience with tax services Resources m...
Sep 05, 2024•9 min•Ep. 165
Send us a text We’ve just come back from Xerocon 2024 Nashville, and i’m giving you a backstage pass to the inner workings of how Scotty ’OKR’. Scarano secured the mainstage for one of his accounting raps—and included me in the ride! In this episode you’ll hear: the story behind Scotty & I performing at Xerocon Scotty’s journey rapping about accounting & you’ll get to see the actual performance (if you watch the episode on YOUTUBE HERE) Resources mentioned in this episode: Episode 200 of...
Aug 29, 2024•58 min
Send us a text In this spotlight episode, Rebekah Poirier, founder of Serenity CFO Solutions, shares her journey from the corporate world to entrepreneurship. We're getting into how she's using social media to get clients, the perks of running your own business, and how the Bookkeeping Business Accelerator (BBA) program has been a game-changer! In this episode you’ll hear: Rebekah's transition from corporate to starting a business social media marketing benefits of running your own business the ...
Aug 28, 2024•34 min•Ep. 164
Send us a text In this Spotlight episode I’m shining the spotlight on one of my BBA students, Nicole Robb. She talks about how BBA played a pivotal role in building confidence, finding the right clients, and getting invaluable support from the BBA community. Tune in to hear what BBA can do for you! In this episode you’ll hear: Nic's journey the importance of being patient and making connections to gain clients the value of having community support in managing difficult situations specific aspect...
Aug 26, 2024•30 min•Ep. 163
Send us a text In this solo episode I delve into the concept of ambition, sharing reflections on personal success, fulfillment, and the evolving priorities of life. Tune in if you’re ready to reevaluate what success means to you! In this episode you’ll hear: what ambition means defining success for yourself balancing ambition with life seasons origin of the name ‘Ambitious Bookkeeper’ Resources mentioned in this episode: Follow me on YouTube to watch the podcast in video format! Thanks for liste...
Aug 21, 2024•13 min•Ep. 162
Send us a text This interview episode is Part 2 of The Alyssa + Serena Show with my biz bestie, Alyssa Lang (Workflow Queen)! We talk about managing clients, offering advisory services, and the importance of SOPs in a bookkeeping firm. From practical business advice to lighthearted banter, you’ll wanna tune in to elevate your bookkeeping game! In this episode you’ll hear: the difference between consulting and advisory services strategies for hiring and delegating tasks how to efficiently communi...
Aug 07, 2024•1 hr 3 min•Ep. 161
Send us a text In this interview episode, I’m chatting with my biz bestie, Alyssa Lang (Workflow Queen)! Introducing…The Alyssa + Serena Show: Part 1. We reflect on personal & professional experiences, offering valuable insights and strategies for navigating the world of bookkeeping and entrepreneurship. In this episode you’ll hear: Serena's and Alyssa's business strategies & approaches Feeling overwhelmed and unmotivated after a break Empowering team members Serena and Alyssa's evolving...
Aug 07, 2024•1 hr 3 min•Ep. 160
Send us a text In this strategy episode, I coach Becky Hesson through some business roadblocks. We delve into challenges with marketing, managing people, and seeking better and more efficient ways of doing things. If you have a team, you’ll definitely wanna tune into this one! In this episode you’ll hear: the challenge of ensuring consistency in monthly reports use of automation tools for improving processes recommendations for handling client responses & setting deadlines open-door policy, ...
Jul 31, 2024•43 min•Ep. 159
Send us a text In this solo episode I take you step by step through the onboarding process, outlining the various phases from capturing leads to gathering documents and starting the cleanup. Tune in to gain actionable tips and strategies for a seamless onboarding process and make sure to catch the YouTube videos linked in the show notes for an even deeper dive into the subject! In this episode you’ll hear: steps in the onboarding workflow setting up question forms on your website modifying onboa...
Jul 24, 2024•13 min•Ep. 158
Send us a text In this episode I’m exploring the world of client onboarding, while focusing on the use of Dubsado to automate the process. If you're interested in learning about automated onboarding processes and low-cost options, this episode is for you! In this episode you’ll hear: Challenges of managing multiple clients at the same time Specific details of the onboarding process using Dubsado, including lead capture, proposal creation, reminders, contract creation, and invoicing Intake forms ...
Jul 17, 2024•31 min•Ep. 157
Send us a text In this Spotlight episode I’m shining the spotlight on one of my BBA students, Corrie Scott - owner of Taylor Made Bookkeeping Solutions. Get ready to be inspired and empowered as we dive into the world of efficient onboarding systems and work-life balance in the realm of bookkeeping. In this episode you’ll hear: benefits & challenges of using Dubsado for onboarding clients use of lead capture form for client assessment challenges of running a solo firm without burning out pro...
Jul 10, 2024•32 min•Ep. 156
Send us a text The onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra Courtney, who has helped me and countless other bookkeepers and accountants with setting up their Onboarding workflows using Dubsado. In this episode you’ll hear: How to capture lead information Information you should have on your proposals When the best time is to implement a system like Dubsado for onboard...
Jul 03, 2024•48 min•Ep. 155
Send us a text On Epsisode 154 I’m sharing another Q&A from the archives! You’ll hear me answer questions and jam on topics like: Cybersecurity Setting up a small practice switching clients from month to month from a catch up the importance of locking previous periods (are you doing this for your clients?!) various integration discussions, and the possibility of planning a XeroCon Meetup Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on you...
Jun 27, 2024•22 min•Ep. 154
Send us a text In this episode you’ll hear: How to stay focused How I stay organized & plan my work Setting your calendar up for your cycle and energy levels Resources mentioned in this episode (some are affiliate links): Pomodoro timer Passion Planner Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podca...
Jun 19, 2024•16 min•Ep. 153
Send us a text In this episode I cover the dreaded topic of offboarding clients. Whether you've been fired by a client or had to let them go, there are essential protocols to follow. Tune in for some tips & strategies for handling the end of a client relationship with professionalism and integrity. In this episode you’ll hear: offboarding processes related to documents & software importance of cooperation during client handoff recognizing when you can’t serve a client's needs seeking fee...
Jun 12, 2024•8 min•Ep. 152
Send us a text This solo episode is inspired by a question from our community about wrangling client communication and staying organized. Tune in to hear some practical advice to keep you out of your inbox and your business running smoothly! In this episode you’ll hear: managing client emails streamlining client communication utilizing central client care inbox for team visibility prioritizing discussions with clients using tools like Hubdoc or Dext Resources mentioned in this episode: Hubdoc De...
Jun 05, 2024•22 min•Ep. 151
Send us a text In this Q&A episode, we go over effective onboarding strategies to reduce turnover, and the importance of creating engaging content for your niche. Plus, get advice on how to communicate effectively with clients through structured emails and reports. In this episode you’ll hear: some 1099 tips tips for onboarding & training new employees LinkedIn content & communication how to provide & explain monthly reports to clients offering calls/meetings to clients working w...
May 30, 2024•33 min•Ep. 150
Send us a text In this interview episode I’m chatting with Alison Lukin, CEO of Officially Social. From leveraging personal content to engaging with followers, Alison shares valuable insights on creating an impactful online presence. Join us as we explore the importance of social media, current trends, and practical tips for success. In this episode you’ll hear: importance of personalizing social media content utilizing content calendars for social media strategies for visibility & engagemen...
May 22, 2024•49 min•Ep. 149
Send us a text In this interview episode, I’m chatting with online business mentor Jessica Parr about the struggles of motherhood & entrepreneurship. We tackle the tough topics: the real talk on burnout, finding your value as an entrepreneur, and the huge shifts motherhood brings to business. Whether you’re navigating the entrepreneurial waters or figuring out how to blend business with baby, this convo is packed with relatable stories and insights. In this episode you’ll hear: the ramificat...
May 15, 2024•44 min•Ep. 148
Send us a text In this live Q&A session we touch on insights from a recent podcast on CFO services. Additionally, the host shares expertise on developing CFO services, handling quality control manually without specific software, the nuances of various client services like AR/AP, and strategies for finding and integrating team members. Questions from participants lead to discussions on LLC taxation, the benefits and complexities of S Corp status, and maintaining clear financial boundaries bet...
May 08, 2024•39 min•Ep. 147
