Best Serena Shoup Podcasts (2024)

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153 ⎸ Balancing your Sidehustle with Corporate 14:59

1d ago14:59

14:59

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 - make sure to link their sample weekly spread Thanks for listening. If this episode inspired you in some way, t…

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152 | Offboarding Clients 6:48

8d ago6:48

6:48

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 doc…

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151 ⎸ The Secret to Staying out of your Inbox 21:01

15d ago21:01

21:01

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 f…

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150 | [Q&A] Thinking Outside of the Box 32:51

21d ago32:51

32:51

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 c…

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149 ⎸Social Media for Accountants with Alison Lukin 48:05

30d ago48:05

48:05

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: …

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148 ⎸ Motherhood, Burnout, and Entrepreneurship with Jessica Parr 43:37

1M ago43:37

43:37

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 ho…

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147 ⎸Another Q&A Episode! 38:47

1M ago38:47

38:47

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 …

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146 ⎸ Retirement Tax Credits with Matt Ruttenberg 20:15

2M ago20:15

20:15

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 for some practical strate…

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145 ⎸ [Q&A] Pricing, Networking, & Growing 32:18

2M ago32:18

32:18

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 business Changing from sole…

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

2M ago50:31

50:31

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 assisted entrepreneurship …

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143 ⎸Retirement Planning with Matt Ruttenberg 50:03

2M ago50:03

50:03

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: Retirement planning str…

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

3M ago37:34

37:34

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 experiences that have sha…

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

3M ago3:54

3:54

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.com/a/38894/2PQNgtvv (affi…

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

3M ago11:24

11:24

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 podcast pitching & inter…

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

3M ago20:48

20:48

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 after a Diagnostic Mess…

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139 ⎸ CPA Exam Success with Dawn Edelstein 39:16

4M ago39:16

39:16

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 3 Pillars of CPA Exam S…

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138 ⎸ How to hire A-Team players with Lesley Pyle (hiremymom.com) 38:13

4M ago38:13

38:13

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 Firm Tips for a successfu…

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137 ⎸ Finish your website in a week with Tia Taylor 35:13

4M ago35:13

35:13

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 hear: the most important a…

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

5M ago28:25

28:25

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’ll hear: The new Relay Pa…

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

5M ago5:28

5:28

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 mentioned: Relay Learn how to…

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135 ⎸ What’s so great about The Bookkeeping Business Accelerator®️? 19:00

5M ago19:00

19:00

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 curriculum exclusive VIP perks …

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134 ⎸ How to grow a multi six-figure business 31:23

5M ago31:23

31:23

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 your business the relations…

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133 ⎸ Starting a Bookkeeping Business with no Experience [re-air] 7:59

5M ago7:59

7:59

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 bookkeeping in QBO (affi…

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132 ⎸ What a bookkeeper does 22:26

5M ago22:26

22:26

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 still submit questions, e…

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131 | How to setup books for Real Estate Investors with Nick Baldo 37:58

6M ago37:58

37:58

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 make 3 things to make s…

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130 | Growing your business through podcasting with Shannon Weinstein 48:30

6M ago48:30

48:30

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 be prepared for your in…

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129 | Planning for Profit 16:29

6M ago16:29

16:29

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 in this episode: Clocki…

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128 | [STRATEGY] Pricing & Scaling Mindset for Growth with Accala Kessler 36:30

6M ago36:30

36:30

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: https://www.linkedin.com/i…

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[MINI] Ep 7 | Sales Tax Automation for E-Commerce 10:46

6M ago10:46

10:46

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: https://www.katieferro.com…

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127 | [STRATEGY] Effectively Training & Mentoring Your Bookkeeping Team with Joanne Sharma 22:51

7M ago22:51

22:51

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! In this episode you’ll …

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126 | Which program is right for me? 28:20

7M ago28:20

28:20

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 for each program How to r…

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[MINI] Ep 6 ⎸ How to Follow up with a busy lead near Year End 2:56

7M ago2:56

2:56

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.ambitiousbookkeeper.com/bba Becom…

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125 ⎸ Borrowed Confidence with David Richter 58:52

7M ago58:52

58:52

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 in front of your ideal …

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124 ⎸ Mindfulness Hacks for Accountants with Vimal Bava 22:07

7M ago22:07

22:07

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 how to incorporate Mindfu…

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[MINI] Ep 5 ⎸ Starting a Bookkeeping Business with no Tax Experience 5:22

7M ago5:22

5:22

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 Workshop Series! --- Le…

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123 ⎸ Are you Ready for Year End? 18:19

8M ago18:19

18:19

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 Resources mentioned in …

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122 ⎸ Mastering your Inner Dialogue for Success and Happiness with Sharon Hefetz 50:16

8M ago50:16

50:16

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 comes to mom guilt About ou…

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[MINI] Ep 4 ⎸ When you have questions or corrections for your bookkeeper, where do you communicate those? 3:21

8M ago3:21

3:21

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 (affiliate link) Thanks for …

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121 ⎸ Replacing your corporate benefits with Karrisa Martino 39:23

8M ago39:23

39:23

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 of working with a broker…

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120 ⎸ [STRATEGY] Events, Team Training, & Automations with Becky Hesson 41:02

8M ago41:02

41:02

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 more! Resources mentioned …

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[MINI] Ep 3 | 5 Key Reports 1:55

8M ago1:55

1:55

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 post it to your Instagram s…

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119 ⎸ [NICHE] Accounting for Winemakers with Zane Stevens 59:03

9M ago59:03

59:03

In this NICHE series episode, I chat with Zane Stevens, a Director of Protea Financial. We delve into the challenges and opportunities that winemakers face when it comes to financial management and strategic decision-making. In this episode you’ll hear: the value in having CFOs with a strategic background why it’s important to have standardized pro…

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118 ⎸ Mastering SEO with Kristen Corey 42:17

9M ago42:17

42:17

In this interview episode, I chat with Kristen Corey, a marketing savvy accountant who has a wealth of knowledge in the world of SEO and content creation. So grab a pen and get ready to take some notes!! In this episode you’ll hear: technical and superficial aspects of SEO, and whether or not you should hire an SEO specialist challenges and misconc…

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[MINI] Ep 2 ⎸ How to Get Bank Statements in a Timely Way 2:46

9M ago2:46

2:46

In this MINIsode, I answer the question, How do you get bank statements from your clients in a timely way? You’ll hear: systems my firm uses for getting bank statements what to ask your client during onboarding Resources mentioned in this episode: Relay Bank (affiliate link) Hubdoc Thanks for listening. If this episode inspired you in some way, tak…

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117 ⎸ [SYSTEMS] Scrutinize with John Rea 40:01

9M ago40:01

40:01

In this SYSTEMS episode, I chat with John Rea - creator and founder of Scrutinize, an automated bookkeeping file review tool designed to assist bookkeepers in three main areas: evaluating inherited books, conducting monthly reviews, and performing quality assessments. In this episode you’ll hear: the inspiration behind Scrutinize & a detailed look …

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116 ⎸ [SYSTEMS] Jetpack Workflow with David Cristello 52:14

9M ago52:14

52:14

In this SYSTEMS episode, I chat with David Cristello, founder and CEO of Jetpack Workflow - a company that specializes in assisting bookkeeping, payroll, and tax firms in streamlining their client work and automating deadlines. In this episode you’ll hear: David’s inspiration behind building Jetpack Workflow how often you should review and tweak yo…

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115 ⎸ [SYSTEMS] Onboarding with Alyssa Lang 35:02

9M ago35:02

35:02

In this SYSTEMS episode, we have Alyssa Lang (Workflow Queen!) on with us again! We talk about ensuring clarity & efficiency in your client's onboarding journey, and we highlight the significance of creating seamless systems that allow for easier outsourcing or delegation. In this episode you’ll hear: the importance of separating processes in onboa…

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114 ⎸ [SYSTEMS] TaxDome for Bookkeepers with Cabot & Main 42:00

10M ago42:00

42:00

In this interview episode, I chat with Ashley & Katie of Cabot & Main, a company that specializes in helping accountants setup systems, workflows & automations. In this episode you’ll hear: How Ashley & Katie created their business together What a typical TaxDome Setup looks like Why TaxDome is good for bookkeepers, not just Tax pro’s How to beat o…

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[MINI] Ep 1 ⎸ Marketing as an Introvert 5:23

10M ago5:23

5:23

Struggling to market yourself because you’re an Introvert? Listen to this Minisode to hear how I market as an introvert! In this episode you’ll hear: 5 places to market yourself 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, @ambitio…

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113 ⎸ [NICHE] E-commerce with Meryl Johnston 53:27

10M ago53:27

53:27

In this NICHE series episode, I talk with Meryl Johnston, the co-founder of Bean Ninjas. She shares her journey into e-commerce accounting and the valuable lessons she's learned along the way. From managing a team of contractors to choosing profitable clients, she provides valuable tips for success. In this episode you’ll hear: The number one thing…

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Serena Shoup Podcasts

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