Send us a text This week I'm interviewing a fellow Ambitious Woman, Priscilla Parra, the founder of Ambitious AF Copywriting. We connected on Instagram on the AmbitiousAF hashtag and worked together in the past, and I wanted to bring her on to share her insights from working with other bookkeepers and accountants on their social media and content creation. She's giving some great advice around attracting the right clients based on your messaging how to start dialing in that messaging the number ...
Feb 02, 2022•39 min•Ep. 34
Send us a text This week I'm chatting with Aimee LaLiberte, the owner of My Virtual CFO. Aimee is a trusted profitability advisor to six and seven-figure business owners who are tired of being behind in their books and are ready to uncover blind spots, course correct, and ultimately get more profitable. Aimee also is a certified life and money coach and works with business owners who seek greater confidence and unwavering drive to attract and build wealth in their businesses and lives. After wor...
Jan 26, 2022•49 min•Ep. 33
Send us a text Today I'm interviewing another educator in our space, Michael King, the CEO of KFE Solutions, a fractional CFO business, and the leader of The Connected Accountant Community. We have a value packed conversation about: The best way to get started offering CFO/Advisory services The most important skill in offering CFO services 3 things clients are willing to pay top dollar for How to set yourself apart from others And we chat about whether strategic thinking skills are learned or in...
Jan 19, 2022•1 hr 6 min•Ep. 32
Send us a text In this solo episode, I'll be answering the question: Should you have your prices on your website? Along with giving you a mini-lesson on what you SHOULD have on your website. Interested in starting your business and having this all setup FOR you in addition to getting the mentoring and support you need as you start or grow your business? Sign up for the Bookkeeping Business Accelerator Waitlist to be the first to know when the doors are open! Thanks for listening. For more inform...
Jan 12, 2022•14 min•Ep. 31
Send us a text In this solo episode, I'm talking about making your first hire — some of the things that have worked for us and the 4 points you need to think about ahead of time! What position to hire for first What to put in the job description Whether you should have an employee or a contractor Where to look for your new team member Plus a few other points to consider! Here are the resources mentioned in the episode: Courses: Join the Breakthrough Waitlist Apply to Join the Breakthrough Retrea...
Jan 05, 2022•20 min•Ep. 30
Send us a text In this solo episode I'm chatting today about how scaling back and simplifying in your business can actually help you scale and grow. This episode will help you stay focused as you roll into 2022 and be intentional about how you grow. Ready to nail down your service offerings and prices? Join The Bookkeeping Business Accelerator and start building a simple and scalable bookkeeping business with me as your mentor: ambitiousbookkeeper.com/vip Thanks for listening. For more informati...
Dec 29, 2021•6 min•Ep. 29
Send us a text In this short & sweet solo episode, I talk about my framework for setting goals in the context of your business. These are the 3 questions I ask my students and clients when we start working together strategically. Happy goal-setting! Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect...
Dec 22, 2021•8 min•Ep. 28
Send us a text In this interview episode, I have Rhonda Delany, The People Gardener, here to talk about simplifying your leadership. She specializes in helping new and emerging leaders become great leaders through embracing a human first approach. We talk about the first thing a new leader should focus on, how much time you should be spending leading your team, and the number one quality of a leader (which you may have to work towards, but it IS possible!). We get into a lot of tactical ways to ...
Dec 15, 2021•51 min•Ep. 27
Send us a text In this interview episode, I'm chatting with Italian Tax Expert, Paolo Rigo of Studio Rigo on the story of his international tax niche as well as talking about building your skills in sales. Paolo runs a team of 25 and has a lot of value to bring! You can connect with Paolo: Youtube Instagram Facebook Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbook...
Dec 08, 2021•33 min•Ep. 26
Send us a text SHOW NOTES: In this interview episode I am joined by The Mompreneur Guide, Megan Moran, to talk about how one can start to simplify her business. She takes us through 3 steps to gain clarity and begin simplifying so we can be more present and focused in our businesses and with our families. You can connect with Megan here: themompreneurguide.com/subscribe Instagram: @mompreneurguide Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in ou...
Dec 01, 2021•29 min•Ep. 25
Send us a text In this interview episode I'm chatting with one of my very first students/mentees, Yaussy Casmartino who runs a bookkeeping & HR business just herself and one contractor at this time, servicing 20 clients! We're diving into finding the right contractor, training, and how she found the 20 clients she now has. Tune in to be inspired by a real bookkeeper story! Instagram: @source.lyn | Facebook: @sourcelyn | Website: https://www.sourcelyn.com/ Thanks for listening. For more infor...
Nov 24, 2021•22 min•Ep. 24
Send us a text In this interview episode I have Jock Wols, the CEO of RiskDesk, which specializes in finding the right insurance coverage for professionals and works extensively with Accountants, Bookkeepers, and Attorneys as well as other business professionals. Jock is helping us understand what type of insurance we need, when we need it, and things to consider when assessing your risk tolerance, plus so much more. This episode is value-packed and surely will answer your questions that pertain...
Nov 17, 2021•57 min•Ep. 23
Send us a text In this interview episode, I'm chatting with my friend, Anna Nelson, a Gallup Certified Strengths Coach, on what it looks like to build a business based on your unique strengths. Anna knows first-hand that focusing on your strengths or ‘superpowers’ and delegating the stuff that you might not be so good at is the key to true business growth and success. But to do that, you need to be able to identify what your superpowers actually are. As a Gallup Certified Strengths Coach, Anna w...
Nov 10, 2021•53 min•Ep. 22
Send us a text In this interview episode I have the one and only Workflow Queen, Alyssa Lang on the podcast to talk about the recent retreat she put on in Nashville, TN. We recapped how the retreat came about, biggest takeaways, and what all went into putting on a retreat. Plus we talked about the foundations everyone should have in place in order to grow. If you're ready to implement those foundations, Free challenge (11/8 - 11/12): https://serenashoup.krtra.com/t/axGBX65PCHCp Instagram: https:...
Nov 03, 2021•42 min•Ep. 21
Send us a text In this interview episode, I have Kate Johnson from the Bookkeeping Sidehustle Facebook Community (which has over 16k members!). We're chatting about how her group started, what her firm looks like, and lots of other random inspiring bits. We hope you enjoy this interview! Kate owns Heritage Business Services, LLC, a virtual bookkeeping firm serving small business clients all over the United States. She can also be found helping other accounting professionals build a virtual accou...
Oct 27, 2021•39 min•Ep. 20
Send us a text In this solo episode, I'm sharing why & how we have become a 100% Xero firm, how we position it to clients, and some of my favorite Xero features. Some resources for getting started with Xero if you're interested are below! Xero Talks Xero advisor certification XERO DEMO REPLAY Xero Marketing Workshop Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitious...
Oct 20, 2021•32 min•Ep. 19
Send us a text In this episode, I'm giving a quick update on where I was last week (Nashville!) and chatting about how I recommend going about starting a bookkeeping business without any experience in bookkeeping. Affiliate Links: Bookkeeper Launch , Become a Bookkeeper , Kickoff With Asana AIPB Certification Breakthrough (waitlist) Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our websi...
Oct 13, 2021•9 min•Ep. 18
Send us a text Where to start on a cleanup? In this solo episode I go over the details of a cleanup by breaking down the steps you need to take plus I let you know exactly where to start. In addition, I reveal the pitfalls you want to watch out for and key pointers for asking the right questions so you get the answers you need. Are you ready to take notes on this value packed episode? Click play now!. If you’re interested in finding out more about The Bookkeeping Business Accelerator: https://ww...
Oct 06, 2021•25 min•Ep. 17
Send us a text This was an interview I did inside the Ambitious Bookkeeper Facebook community last year, but it was such an inspiring interview I had to share it. Most likely sometime soon I'll have Kelli back on to talk about what she's been up to in the last year. I'm so excited for this one! Kelli Loo, CPA is going to come chat with me about how she built her tax practice after leaving a 10 year career in a big regional firm and then a smaller tax firm. Hopefully you all will get some really ...
Sep 29, 2021•1 hr•Ep. 16
Send us a text In this solo episode, we’re going to chat about whether I think getting your CPA license is worth it, some of the requirements to keep in mind, and tips that helped me pass my exams (way back when!) I get lots of questions about the CPA and decided to finally make an episode about it. I answered some specific questions from Instagram, too! So if you answered my call for questions, listen to this episode. AICPA.org ThisWayToCPA.com Sign up for the Bookkeeping Business Accelerator (...
Sep 22, 2021•29 min•Ep. 15
Send us a text In this solo episode, I take you behind the scenes of the beginning of a discovery call practice session I held for students inside The Bookkeeping Business Accelerator. We go over some basics of discovery calls, I give some pointers on how to talk about your process with potential clients, and we even get into introducing the diagnostic process to clients. Ready to listen in? Hit that play button! Sign up for the Bookkeeping Business Accelerator (self-paced) Sign up for the Waitl...
Sep 15, 2021•20 min•Ep. 14
Send us a text In this interview episode, I talk with Liz Wilcox, an RV Blogger turned Email Marketing Super Star. She’s helping us understand how to use email marketing in our bookkeeping business, breaking down some of the mistakes people make, simplifying the process of getting started, and we also talk about how often we (bookkeepers + accountants) should be emailing. Sign up for Liz’s Email Marketing Membership Connect with Liz: Instagram: instagram.com/thelizwilcox Her website: lizwilcox.c...
Sep 08, 2021•42 min•Ep. 13
Send us a text In this interview episode, I talk with a former IRS Auditor turned Tax Practice Owner, Andrew Campbell. You definitely want to listen if you’ve ever had the question: “how do I ensure my clients have audit-proof books” or if you have questions about what an IRS audit generally entails. Sign up for The Bookkeeping Business Accelerator Connect with Andrew on LinkedIn Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or ment...
Sep 01, 2021•1 hr 16 min•Ep. 12
Send us a text In this interview episode, I talk with Lauren Caselli, about the different pricing strategies you can use in your bookkeeping business, from hourly to value based, package pricing to retainer pricing. This episode will help you understand the pros and cons of all the different pricing methods and hopefully help you in your pricing journey. Sign up for The Bookkeeping Business Accelerator to get access to an in-depth workshop with Lauren on Raising Your Rates Connect with Lauren: i...
Aug 25, 2021•54 min•Ep. 11
Send us a text In this solo episode, I talk about pushing aside the fear of starting your bookkeeping business, by countering some of the common fears I see come up (including my own). This episode is for you if you’re in the dreaming stage and you’re listening along each week here trying to learn as much as possible but you still haven’t really taken much action on starting your business. Sign up for The Bookkeeping Biz Workshops August 22-26 Thanks for listening. For more information about the...
Aug 18, 2021•16 min•Ep. 10
Send us a text In this Solo episode I chat about the 6 differences between working in corporate and running your own accounting business, plus some tips to ease the transition and set you up for success. Sign up for The Bookkeeping Biz Workshops August 22-26 Read the episode blog here Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambi...
Aug 11, 2021•22 min•Ep. 9
Send us a text This episode is an interview I had with Katie Ferro of Orderly Accounting By Katie - a fellow course creator and mentor in the bookkeeping space. We chat about motherhood and growing our bookkeeping businesses (of course!). This episode is definitely for you if you have no experience in bookkeeping OR if you have tons of accounting experience and you're ready to leave your 9-5. Connect with Katie: : instagram.com/orderlyaccountingbykatie Listen to Katie’s Podcast: Profits & Pr...
Aug 04, 2021•1 hr 12 min•Ep. 8
Send us a text In this short solo episode, I give you 5 things you need in order to start a bookkeeping business. Grab our FREE Start a Bookkeeping Biz Checklist Sign up for The Bookkeeping Biz Workshops Happening August 22-26 Read this episode on the blog Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Conn...
Jul 28, 2021•10 min•Ep. 7
Send us a text In this interview episode I’m joined by The Workflow Queen, Alyssa Lang. This was an interview she and I did on Facebook Live and we chatted about all things scaling versus just growing, setting a vision for what you want from the beginning. It's never too early to start thinking about scaling, because it’s all about how you want to be spending your time. We also chat about pay structure for contractors when outsourcing client work, Connect with Alyssa: instagram.com/workflowqueen...
Jul 21, 2021•37 min•Ep. 6
Send us a text In this solo episode, I talk about the process I go through when getting a new client. You might feel like you just don’t know where to start, so I’m breaking it down! Read the Full Blog: https://www.ambitiousbookkeeper.com/blog/first-client Sign up for The Bookkeeping Business Accelerator to dive deeper in the diagnostic and onboarding processes. Apply for 1-1 Mentoring Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs o...
Jul 14, 2021•15 min•Ep. 5
