Send us a text I recently connected with someone online who wants to start her bookkeeping business in the future, but still needs to build some skills. I also had a request a while back from someone in my DMs about covering the topic of contracting with other firms, CPAs, or bookkeepers. So in today’s episode, I’m going to cover just that: the upsides and the downsides, but also…. what you need to know about starting a Bookkeeping Business in 2022. So if you find yourself wondering should I con...
Aug 17, 2022•20 min•Ep. 62
Send us a text If you've been in our space for even just a little bit, you've probably heard of my guest from today. His name is Blake Oliver. He is the cohost of the cloud accounting podcast. He is the founder of earmark CPE. He is the Accounting Community Advocate for Relay Bank. And I finally have him on my podcast today to talk about his entire journey. So if this is something that you've been wondering about for a while and like, why is he everywhere? What is he doing? How did he get here? ...
Aug 10, 2022•52 min•Ep. 61
Send us a text In this episode you’ll hear: the mindset shifts you make as an entrepreneur becoming an educator in the accounting space launching programs through challenges Find out more about Mariette: https://courses.masteryourbooks.com/ Get in touch with or follow Mariette: [email protected] https://www.instagram.com/mariettemartinezmyb/ 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 Ins...
Aug 03, 2022•58 min•Ep. 60
Send us a text Having a virtual bookkeeping business means you need a secure way to store and share documents with your clients and your team. In this Solo podcast I’m going to go over how to use G Suite in your bookkeeping business and best practices for file structures and naming conventions. Listen to Episode 23 with on what kind of Insurance Bookkeepers Need >> In this episode you’ll hear: How we use Google Drive in our business Best practices when it comes to file naming Choosing a fi...
Jul 27, 2022•27 min•Ep. 59
Send us a text In this interview episode, I have my biz bestie (and actual friend) Alyssa Lang, the Workflow Queen back on. In this episode you’ll hear: How your business is a reflection of who you are how to get re-inspired Creating the intention to be a removable CEO Life updates from both of us 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 & Alyssa, @ ambitiousbookkeeper @w...
Jul 20, 2022•56 min•Ep. 58
Send us a text In this interview episode, I have special guest, Charlotte Isaac on the show to talk about your client experience, being a part of a community as a way of growing your business, and lots of actionable tips to implement right now in your bookkeeping business. In this episode you’ll hear: 4 Ways to make your client experience better How to use a tool like Dubsado to implement those Real suggestions and tips on communicating your expectations to clients How joining communities can he...
Jul 13, 2022•33 min•Ep. 57
Send us a text In this interview episode, we have a repeat guest: Liz Wilcox sharing her secrets on how to infuse your personality into your business and email marketing. Don’t worry, it’s a good step-by-step which I know you’ll love! In this episode you’ll hear: 3 tips for infusing your personality into your email marketing how to communicate your vision to clients how to express your values to current & future clients Join the waitlist for Liz’s Email Marketing Membership here>> Than...
Jul 06, 2022•44 min•Ep. 56
Send us a text Listen in on a recent Masterclass I cohosted with Alyssa Lang, the Workflow Queen. To watch the masterclass and/or join the Elevate Summer Sprint before July 5th go here: https://www.ambitiousbookkeeper.com/replay tag me and Alyssa on Instagram as you listen with your big takeaways! @ambitiousbookkeeper @workflowqueen Get access to the Dubsado Decoded Private Podcast Series here>> And watch for the Summer Sale (20% off) Dubsado Decoded, the course happening July 7-13. Dubsad...
Jun 30, 2022•1 hr 19 min
Send us a text In this interview episode, I’m chatting with the hosts of the I Love Bookkeeping Podcast, Melissa Honan & Hannah Robinson. In this episode you’ll hear: How to stay motivated How to be intentional with your time How to aggressively guard your personal time 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 Ambitiou...
Jun 29, 2022•43 min•Ep. 55
Send us a text In this interview with Ben Day, the CEO of Lionshare Bookkeeping and founder of Built By Bookkeepers, we have an incredible conversation about how he grew his firm in the last 5 years and what he has going on now. In this episode you’ll hear: How Ben grew his team to 20 people How your vision can change 3 things you need to grow as a person and CEO The one question to ask yourself that will illuminate the best way forward for you Find out more about Ben & his programs: www.bui...
Jun 15, 2022•46 min•Ep. 53
Send us a text In this special interview episode I have my Integrator, Meriah on to take you behind the scenes of our culture, how we met, and how we continue to grow the team and maintain our culture. If you’re ready to elevate your leadership skills and start growing your own rockstar team and culture, we’re ready to help you! Tap into Meriah’s genius to help you learn how to be an amazing leader. In this episode you’ll hear: How I found Meriah How you can start attracting the team you want Ho...
Jun 08, 2022•53 min•Ep. 52
Send us a text This is a very special episode — a takeover! from my business mentor, James Wedmore. We interviewed him a few episodes back but today he’s recorded a solo episode just for you about How to Work Less but Make More. Which is something we can all agree that would be nice, right? So tune in today to hear: the time & money connection the way of being you have to disconnect from how to leverage offers and scale If you’re ready to learn more from James and implement some of the strat...
Jun 01, 2022•29 min•Ep. 51
Send us a text Such a special episode for you today! This is our 50th episode AND the kickoff of a new series we’ll be doing offering on air Strategy sessions. What better way to celebrate our 50th episode with a real-life mentoring session?! Today I’ll be offering some strategy and advice to a current Bookkeeping Business Accelerator student, Penny Rose, CPA. Penny is a CPA who offers tax advisory and preparation along with bookkeeping. Penny and her husband also offer financial coaching. They ...
May 25, 2022•27 min•Ep. 50
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 onboar...
May 18, 2022•48 min•Ep. 49
Send us a text For 10 years, James Wedmore taught entrepreneurs and online business owners how to leverage the power of online video and YouTube marketing to reach more people, share their message and convert more customers. In 2016, James made a massive shift to focus on a big gap missing in the marketplace: the mindset needed for entrepreneurship. He launched a totally woo-woo podcast, the Mind Your Business Podcast and his signature program, Business By Design. Today he helps coaches, experts...
May 11, 2022•1 hr 4 min•Ep. 48
Send us a text In this solo episode, you’re going to be listening to a Facebook Live I did, covering: What is Advisory? 6 Services you could offer as advisory How to handle charging for it How to handle doing these for free Where to learn how to perform some of these services Make sure you follow me on Facebook so you catch the next livestream in this series and you can ask the questions YOU have! Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in ou...
May 04, 2022•21 min•Ep. 47
Send us a text This week I’m interviewing Jody Grunden co-founder and CEO of Summit CPA Group, a leading Virtual CFO firm in the creative agency space. We are talking about scaling, removing yourself from your firm, offering CFO services, building an amazing virtual team culture, and lots of things in between. After we stopped recording, I told Jody I wished I’d found his firm when I was still working in corporate because I totally would’ve worked for him. If you’re not ready to start your own f...
Apr 28, 2022•45 min•Ep. 46
Send us a text You’re most likely already offering some level of advisory and either not aware or not confident enough to charge for it. And if not... In this week’s episode, I’m going to answer the question “When will I be ready for advisory” and give you some ideas of things you could offer. We cover: what is advisory? why would you want to offer it? how will you know you’re ready? what do you need in place first? where to go to learn? Join the Elevate: Summer Sprint to start elevating your sk...
Apr 20, 2022•24 min•Ep. 45
Send us a text In this special episode, I’m bringing in 3 very special and powerful women in the accounting space: Katie Ferro, Keila Hill-Trawick, and Noemi Aguilar-Horta These three women are some of the other accounting/bookkeeping specific course creators that I asked to provide their top advice to you as course creators in our specific niche. This is a continuation of a series I’m putting together around creating courses, as so many people in our community have asked about creating courses....
Apr 15, 2022•14 min•Ep. 44
Send us a text In this solo episode I’m taking you back to 2019 & when I started the Ambitious Bookkeeper Brand. This is a behind the scenes of how it all started in case you’re new around here, and even if you’re not, you may hear some things you didn’t know. This episode is really to give you a look at what creating a course has done for me and so many other people, so whether you’re interested in creating a course or just curious about the Ambitious Bookkeeper Brand story, you’ll have som...
Apr 06, 2022•30 min•Ep. 43
Send us a text Wondering how you can serve DIY clients? In this solo episode I go into some ideas, experiences, and lessons learned around offering a DIY service to clients, questions to ask yourself before going down this path, and as always, some actionable tips for getting started. To enter the Workshop Bundle Giveaway, make sure you subscribe, screenshot this episode, type out what action you’re taking, and tag me on instagram @ambitiousbookkeeper or Facebook @serenashoupcpa. 📧 Get the free...
Mar 30, 2022•20 min•Ep. 42
Send us a text Creating a course is no easy feat. Launching it can be even more challenging. In this solo episode I’m diving into the stats from our most recent launch of The Bookkeeping Business Accelerator™️, as well as talking about what it’s like to launch a course who I learned from and other tips and insights many people have been asking for. You can still join The Bookkeeping Business Accelerator Self-Paced Course here>> Course Mentors Mentioned In the Episode: Katie Fleming - Ambit...
Mar 23, 2022•46 min•Ep. 41
Send us a text On today’s interview episode, I have a special guest on to talk about creating content, podcasting, and standing out as who you are. Even if you aren’t interested in starting a podcast, I know you’ll have a few takeaways from this episodes and get ideas on how YOU can start to stand out online. Here are some of the things we talked about: getting comfortable hearing your voice on a podcast what holds most people back from just starting letting go of perfection when creating conten...
Mar 16, 2022•42 min•Ep. 40
Send us a text We've got another bonus episode to help inspire you to build your business! This is a Bookkeeper Spotlight interview with one of our Accelerator Students, Jen Fischer. You can connect with her on Instagram: @numbersbyjen 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 on Instagram: ins...
Mar 10, 2022•25 min
Send us a text In this interview episode this week, I am interviewing one of my very first students of the bookkeeping business accelerator, but we do kind of talk about the beginning of us meeting. However, what I did bring this special guest on today to talk about is burnout boundaries using your intuition how to incorporate your human design into how you exist in your business and in life. Our guest, Laura Torma, previously known as Laura Watson, the number's nomad, is an intuitive life and b...
Mar 09, 2022•44 min•Ep. 39
Send us a text There’s no doubt about it, you have your pick when it comes to working with a coach or mentor. In this solo episode, I’m breaking down how I suggest looking for one, or making sure you have the right mentor for you . Because they (we) are not all the same. And if you know you’re ready to work with me as your mentor, we are OPENING enrollment inside of The Bookkeeping Business Accelerator March 4- March 9. You can learn more at: https://www.ambitiousbookkeeper.com/bba Thanks for li...
Mar 02, 2022•12 min•Ep. 38
Send us a text In this solo episode, I’m addressing some fears that many of us have about starting or growing our own bookkeeping or accounting businesses. I’m even sharing a funny story of my own ridiculous fears. Many of the fears we have hold a common theme: Fear of failure or not knowing enough. Hit that play button to hear my take on these fears and how to reframe them. Resources + Links Mentioned: The Bookkeeping Client Closer Episode 29 - Scaling Back to Scale up Built to Sell Team Work M...
Feb 23, 2022•15 min•Ep. 37
Send us a text Hey Ambitious Bookkeepers! Today we're dropping a special Bonus episode to help inspire you if you're new to the thought of starting your own business, or you've recently made the decision to. A couple times a year, we open The Bookkeeping Biz Workshops — a workshop series just for those who are wanting to start or who have recently started their businesses. After the workshops are over, I usually bring in a few bookkeepers who I've worked with either in the Workshops or In The Ac...
Feb 20, 2022•37 min
Send us a text In this solo episode I’m giving you 4 steps (and several sub-steps) on how to get started with your bookkeeping business as a freelancer or side-hustle before you decide to take the leap from corporate. Resources Mentioned: The Bookkeeping Biz Workshops: bkworkshops.online Proadvisor Marketing Podcast Episode Relay Affiliate Link Download Checklist ambitiousbookkeeper.com/checklist Thanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our...
Feb 16, 2022•15 min•Ep. 36
Send us a text In this interview episode, I am talking with Neill Williams, a Master Certified Life Coach through The Life Coach School, specializing in Time, $$, and Business. She is the host of The Unbusy Your Life podcast and creator of the $10K in 10 Hours Mastermind . Only after ditching her own belief that success was measured by the number of hours worked was Neill able to achieve true lifestyle freedom while juggling her roles as a mom, wife, Master Certified Coach, entrepreneur and empl...
Feb 09, 2022•46 min•Ep. 35
