Best Serena Shoup Podcasts (2024)

1
162 ⎸ What does it mean to be Ambitious? 13:58

2h ago13:58

13:58

Send us a Text Message. 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 sea…

1
160 ⎸ The Alyssa + Serena Show Part 1 1:05:38

6d ago1:05:38

1:05:38

Send us a Text Message. 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…

1
161 ⎸ The Alyssa + Serena Show Part 2 1:06:24

6d ago1:06:24

1:06:24

Send us a Text Message. 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 g…

1
159 ⎸ [STRATEGY] Managing Process vs. People with Becky Hesson 46:20

13d ago46:20

46:20

Send us a Text Message. 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 consiste…

1
158 ⎸ The Onboarding Workflow 14:17

22d ago14:17

14:17

Send us a Text Message. 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 fo…

1
157 ⎸ How to Onboard Clients 34:00

29d ago34:00

34:00

Send us a Text Message. 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…

1
156 ⎸ [SPOTLIGHT] Onboarding Systems for Solo Firms with Corrie Scott 35:21

1M ago35:21

35:21

Send us a Text Message. 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 & …

1
155 | [RE-AIR] Onboarding With Dubsado with Kendra Courtney 51:30

1M ago51:30

51:30

Send us a Text Message. 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 …

1
154 | [Q&A] QBO Integrations, Cyber Security, and More 22:31

2M ago22:31

22:31

Send us a Text Message. 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,…

1
153 ⎸ Balancing your Sidehustle with Corporate 16:52

2M ago16:52

16:52

Send us a Text Message. 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…

1
152 | Offboarding Clients 8:41

2M ago8:41

8:41

Send us a Text Message. 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 …

1
151 ⎸ The Secret to Staying out of your Inbox 22:54

2M ago22:54

22:54

Send us a Text Message. 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 cen…

1
150 | [Q&A] Thinking Outside of the Box 36:37

3M ago36:37

36:37

Send us a Text Message. 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 …

1
149 ⎸Social Media for Accountants with Alison Lukin 51:51

3M ago51:51

51:51

Send us a Text Message. 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 th…

1
148 ⎸ Motherhood, Burnout, and Entrepreneurship with Jessica Parr 47:23

3M ago47:23

47:23

Send us a Text Message. 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 w…

1
147 ⎸Another Q&A Episode! 42:33

3M ago42:33

42:33

Send us a Text Message. 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. Ques…

1
146 ⎸ Retirement Tax Credits with Matt Ruttenberg 22:08

4M ago22:08

22:08

Send us a Text Message. In this interview episode, I have Matt Ruttenberg on again to continue our discussion on retirement planning for small businesses. This time, we do a deep dive into tax credits! Matt explains the recent changes in tax credits and how they can help businesses save substantial amounts of money for their 401(k) plans. Tune in f…

1
145 ⎸ [Q&A] Pricing, Networking, & Growing 36:03

4M ago36:03

36:03

Send us a Text Message. In this episode, you get a sneak peek behind the curtain of my monthly live Q&As for students and inside of my free Facebook group. In this episode you’ll hear: How to start a cleanup Will AI replace bookkeepers? Following up with clients after price increases Contracting with another bookkeeper as you build your book of bus…

1
144 | Breakaway from the old Franchise model with Shea + Michelle 50:31

4M ago50:31

50:31

Send us a Text Message. In this interview episode, I’m chatting with Shea & Michelle, founders of Breakaway Bookkeeping + Advising. We delve into the innovative franchise model that encourages entrepreneurship and supports a healthy work-life balance, challenging the norms of traditional accounting firms. Join us as we explore Breakaway's unique as…

1
143 ⎸Retirement Planning with Matt Ruttenberg 50:03

4M ago50:03

50:03

Send us a Text Message. In this interview episode I’m chatting with 401k expert, Matt Ruttenberg, and he dives into ALL things retirement planning. Seriously, this is packed with helpful info! Tune in to get strategies for planning your retirement & hear how different biz structures impact those plans and contributions. In this episode you’ll hear:…

1
142 | Am I Ready for CFO Services? With Charles Leikauf 37:34

5M ago37:34

37:34

Send us a Text Message. In this interview episode, I’m chatting with Charles Leikauf, founder of Profit Surge Group, to unravel the intricacies of offering fractional CFO services within the accounting industry. Get ready to gain insights into mastering the art of offering CFO services, the importance of passion and confidence, and the real-world e…

1
[MINI] 9 | Hubdoc Process for Clients 3:54

5M ago3:54

3:54

Send us a Text Message. In this minisode I talk about our Hubdoc process & procedures for our clients, plus I give an example of how to encourage your clients to use Hubdoc! Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Bookkeeper: https://www.katieferro.co…

1
141 | [Q&A] Podcast Interviewing for Bookkeepers 11:24

5M ago11:24

11:24

Send us a Text Message. In this Q&A episode, I share insights on how to pitch yourself for podcast interviews and what topics to cover. You'll learn how to set yourself apart, deliver compelling content, and utilize real-life client experiences to engage and educate your audience. Tune in and take notes as I walk you through the do's and don'ts of …

1
140 | [Q&A] Help! My leads aren't converting! 20:48

5M ago20:48

20:48

Send us a Text Message. In this episode I give advice and insights on various topics related to running a bookkeeping business, attracting and converting clients, pricing strategies, marketing tactics, engaging with prospects, handling follow-ups, and more. In this episode you’ll hear: When to follow up with leads What to do when someone ghosts you…

1
139 ⎸ CPA Exam Success with Dawn Edelstein 43:02

6M ago43:02

43:02

Send us a Text Message. In this interview episode I chat with Dawn Edelstein, CPA Exam Success Coach, all about the keys to CPA exam success. From mindset to study methods, this episode is filled with practical advice to help you excel in your CPA exam journey. So grab your notebook and get ready to take some notes! In this episode you’ll hear: The…

1
138 ⎸ How to hire A-Team players with Lesley Pyle (hiremymom.com) 41:59

6M ago41:59

41:59

Send us a Text Message. In this interview episode, I chat with CEO & Founder of HireMyMom.com and hear about her story working from home for the past 20+ years. We dive into lots of good stuff around hiring for your bookkeeping business, you don’t want to miss this episode! In this episode you’ll hear: How & when to hire help for your Bookkeeping F…

1
137 ⎸ Finish your website in a week with Tia Taylor 38:59

6M ago38:59

38:59

Send us a Text Message. In this interview episode, I’m bringing Tia (my first hire!) back on to talk about all things WEBSITE DESIGN! Plus, Tia gives us a sneak peek at her new course - Squarespace for Bookkeepers. If your website has been a pain point for you in your business journey, then you’ll definitely wanna tune in! In this episode you’ll he…

1
136 ⎸ The BEST Bank for Clients: Relay - with Deanna Zubrickas 28:25

7M ago28:25

28:25

Send us a Text Message. In this interview episode, I’m chatting with Deanna Zubrickas, a product specialist at Relay. We dive into the challenges with traditional banking methods, the partnership between Relay and Profit First, and the revamped partner program that offers exciting opportunities for bookkeepers and accountants! In this episode you’l…

1
MINI Ep 8 | How to handle client banks that don’t integrate 5:28

7M ago5:28

5:28

Send us a Text Message. Record a question for me to answer on the podcast here: speakpipe.com/ambitiousbookkeeper In this minisode, I get into how to handle client banks that don’t integrate with Xero or Quickbooks. Learn when it makes sense to turn away a client, what to say to clients when this issue arises, and why we love Relay. Resources menti…

1
135 ⎸ What’s so great about The Bookkeeping Business Accelerator®️? 20:53

7M ago20:53

20:53

Send us a Text Message. This is a very special episode, where you get to hear from current and past VIP students inside of the Bookkeeping Business Accelerator! If you’ve wanted to know what has been the biggest help/game changer for my students, tune in to this one to find out! In this episode you’ll hear: an in-depth look at the program’s curricu…

1
134 ⎸ How to grow a multi six-figure business 35:08

7M ago35:08

35:08

Send us a Text Message. In this solo episode, I delve into the complexities of growing a multi six-figure business and share insights on efficiency, workflow management, and hiring strategies crucial for business scalability. In this episode you’ll hear: the importance of narrowing your focus of services tips for creating processes & systems in you…

1
133 ⎸ Starting a Bookkeeping Business with no Experience [re-air] 9:52

7M ago9:52

9:52

Send us a Text Message. This week, I’m re-airing a solo episode where I chat about how I recommend going about starting a bookkeeping business without any experience in bookkeeping. In this episode you’ll hear: topics any bookkeeper should know where to start what it takes to be a business owner Recommended programs: Bookkeeper Launch for learning …

1
132 ⎸ What a bookkeeper does 24:19

8M ago24:19

24:19

Send us a Text Message. Have you ever wondered what a bookkeeper should be doing every month for clients What about what a successful daily structure looks like? Well, these are two questions I’ll be diving into today on the podcast. I recently put a call out to the listener audience to submit questions you’d like answered on the podcast. You can s…

1
131 | How to setup books for Real Estate Investors with Nick Baldo 41:44

8M ago41:44

41:44

Send us a Text Message. In this interview episode, I’m chatting with Nick Baldo, Real Estate Investor & Online Educator, about how bookkeeping needs to be setup and the various nuances of real estate investment businesses. As a bonus at the end, we chat about his Youtube strategy. In this episode you’ll hear: Biggest mistake real estate bookkeepers…

1
130 | Growing your business through podcasting with Shannon Weinstein 52:16

8M ago52:16

52:16

Send us a Text Message. In this episode, I chat with Shannon Weinstein, CPA and host of Keep What You Earn podcast. Join us as we explore the power of intentional podcasting and its role in growing in your biz! In this episode you’ll hear: 3 areas you need to focus on to get on podcasts using AI to research podcasts to pitch how NOT to pitch how to…

1
129 | Planning for Profit 18:22

8M ago18:22

18:22

Send us a Text Message. In this solo episode, I’m sharing a part of my planning process for ensuring profitability. Grab your notebook (or a google sheet) and follow along in setting up your client profitability analysis! In this episode you’ll hear: How we track time How I analyze client profitability Questions & considerations Resources mentioned…

1
128 | [STRATEGY] Pricing & Scaling Mindset for Growth with Accala Kessler 40:16

8M ago40:16

40:16

Send us a Text Message. Listen in like a fly on the wall for a strategy session with one of my Accelerator students. We dive into: Calculating client profitability How to think about pricing to achieve your goals Ideas for increasing value Resources mentioned in this episode: The Bookkeeping Business Accelerator® Connect with Accala: 💼 LinkedIn: ht…

1
[MINI] Ep 7 | Sales Tax Automation for E-Commerce 12:39

9M ago12:39

12:39

Send us a Text Message. Record a question for me to answer on the podcast here: speakpipe.com/ambitiousbookkeeper Resources Mentioned: TaxJar Bookkeeping for E-Commerce Workshop Sales Tax Workshop Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Bookkeeper: ht…

1
127 | [STRATEGY] Effectively Training & Mentoring Your Bookkeeping Team with Joanne Sharma 24:44

9M ago24:44

24:44

Send us a Text Message. In this 1-1 Strategy Session with Joanne Sharma, a former Coaching Client of mine, we dive into some logistics of effectively reviewing, mentoring, and training a team. So if you’re thinking of hiring a bookkeeper for your team or already have a team but are struggling with expectations and training, tune in to this episode!…

1
126 | Which program is right for me? 32:06

9M ago32:06

32:06

Send us a Text Message. Have a question you want answered on the podcast? CLICK HERE TO SEND IT IN! In this episode, I’m giving a summary of all of our current self-paced paid programs, mini courses, and workshops to help you make a decision, or maybe showcase something that you weren’t aware existed. In this episode you’ll hear: Who’s a good fit f…

1
[MINI] Ep 6 ⎸ How to Follow up with a busy lead near Year End 4:49

9M ago4:49

4:49

Send us a Text Message. In this minisode, I answer the question, How do I follow up with a lead who’s so busy running their business that they’re not signing the agreement? Learn how to reach out, what to say, and why this approach works! Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitious…

1
125 ⎸ Borrowed Confidence with David Richter 1:02:37

9M ago1:02:37

1:02:37

Send us a Text Message. In this interview episode, I chat with David Richter - owner of Simple CFO, a fractional CFO firm, and author of Profit First for Real Estate Investing. We talk about profit-first, offering CFO services, and creating a business you love. In this episode you’ll hear: 3 things to address with clients in a simple way How to get…

1
124 ⎸ Mindfulness Hacks for Accountants with Vimal Bava 24:00

9M ago24:00

24:00

Send us a Text Message. In this interview episode, I chat with Vimal Bava, a CPA and stress management coach. He shares his personal journey of experiencing burnout and stress in the accounting profession and how he found comfort in mindfulness and meditation practices. In this episode you’ll hear: examples of mindfulness and meditation practices h…

1
[MINI] Ep 5 ⎸ Starting a Bookkeeping Business with no Tax Experience 7:15

9M ago7:15

7:15

Send us a Text Message. In this minisode, I’m sharing the top 3 questions people ask when thinking about starting their bookkeeping business especially without tax experience. Watch on Youtube >> https://youtu.be/qDn6IkMpjYg Resources mentioned in this minisode: Free training! Podcast episode on Insurance Podcast episode on Tech Catch the next LIVE…

1
123 ⎸ Are you Ready for Year End? 20:12

10M ago20:12

20:12

Send us a Text Message. Feelin’ a little worried/nervous about year end? Well, in this episode I’m sharing what we do for all of our clients at year end! In this episode you’ll hear: 3 things we provide ALL of our clients at year end When to start and finish these processes How to get your hands on the resources to learn & implement these processes…

1
122 ⎸ Mastering your Inner Dialogue for Success and Happiness with Sharon Hefetz 54:01

10M ago54:01

54:01

Send us a Text Message. In this interview episode, I have a special guest on to talk about the power of our words, inner dialogue, and intentions behind success. In this episode you’ll hear: survival mode vs creative mode inner dialogue & self talk intention setting what to say to yourself before a discovery call what to say to yourself when it com…

1
[MINI] Ep 4 ⎸ When you have questions or corrections for your bookkeeper, where do you communicate those? 5:14

10M ago5:14

5:14

Send us a Text Message. In this MINIsode, I answer the question, When you have questions or corrections for your bookkeeper, where do you communicate those? You’ll hear: strategies for communicating efficiently tools to get the job done the process we use in my firm Resources mentioned: Asana Loom Slack Notion (affiliate link) Google Workspace (aff…

1
121 ⎸ Replacing your corporate benefits with Karrisa Martino 43:09

10M ago43:09

43:09

Send us a Text Message. How do you handle replacing those cushy corporate benefits you’ll lose when you leave your corporate job and strike out on your own? In todays episode, I’m chatting with a benefits expert who specializes in setting up benefits for small businesses. In this episode you’ll hear: The kinds of Insurance out there The importance …

1
120 ⎸ [STRATEGY] Events, Team Training, & Automations with Becky Hesson 44:48

10M ago44:48

44:48

Send us a Text Message. This week we’re airing another 1-1 strategy session with one of my students, Becky Hesson, founder of ANJUDI3! In this episode you’ll hear: hiring and team training strategies efficient strategies for email marketing tips on managing client relationships and tax filings how to streamline the conversion process and SO much mo…

1
[MINI] Ep 3 | 5 Key Reports 3:48

10M ago3:48

3:48

Send us a Text Message. In this MINIsode, I explain 5 key financial reports that you should be delivering your clients! You’ll hear: how often you should be delivering these reports to clients how to set up these reports in Xero Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and pos…

Podcasts Worth a Listen

Serena Shoup Podcasts

Podcasts Worth a Listen

Quick Reference Guide