Best Serena Shoup Cpa Podcasts (2024)

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174 ⎸ Sustainable Money Practices with Kara Perez 28:07

2h ago28:07

28:07

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 th…

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173 ⎸ Money Stories & Shame around Money with Wall Street Girl Next Door (Nicole Ayub) 36:19

2h ago36:19

36:19

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 …

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172 ⎸ Defining your Values in Life & Business with Corree Roofener 47:39

7d ago47:39

47:39

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 Found…

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171 ⎸ [ND] Bookkeeping with Neurodivergence with Aneisha Velazquez 39:17

14d ago39:17

39:17

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 thi…

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170 ⎸ [ND] Starting a Neurodivergent Bookkeeping Business with Amy Burgess 25:45

23d ago25:45

25:45

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. I…

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169 ⎸ [ND] Managing Business & Home with ADHD with Megs Crawford 42:52

1M ago42:52

42:52

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…

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168 ⎸ Slowing down to create more success with Katy Murray 51:23

1M ago51:23

51:23

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 …

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167 ⎸ Living a Happy & Balanced Life with Sharon Hefetz 28:41

1M ago28:41

28:41

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 …

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166 ⎸ SEO for Bookkeepers with Jules White 34:16

2M ago34:16

34:16

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 yo…

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165 ⎸ Tax: Should you offer it? 8:23

2M ago8:23

8:23

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 persona…

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BONUS ⎸ Scotty + Serena BTS of performing at Xerocon 56:16

2M ago56:16

56:16

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 accoun…

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164 ⎸ [SPOTLIGHT] Build confidence to leave corporate with Rebekah Poirier 32:19

2M ago32:19

32:19

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 …

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163 ⎸ [SPOTLIGHT] Customize your Business with Nic Robb 27:48

2M ago27:48

27:48

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 imp…

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162 ⎸ What does it mean to be Ambitious? 12:05

3M ago12:05

12:05

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 orig…

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160 ⎸ The Alyssa + Serena Show Part 1 1:00:42

3M ago1:00:42

1:00:42

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 Al…

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161 ⎸ The Alyssa + Serena Show Part 2 1:01:29

3M ago1:01:29

1:01:29

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 t…

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159 ⎸ [STRATEGY] Managing Process vs. People with Becky Hesson 41:25

3M ago41:25

41:25

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 mo…

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158 ⎸ The Onboarding Workflow 12:24

4M ago12:24

12:24

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…

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157 ⎸ How to Onboard Clients 29:05

4M ago29:05

29:05

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…

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156 ⎸ [SPOTLIGHT] Onboarding Systems for Solo Firms with Corrie Scott 30:26

4M ago30:26

30:26

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 & challenge…

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155 | [RE-AIR] Onboarding With Dubsado with Kendra Courtney 46:35

4M ago46:35

46:35

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 he…

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154 | [Q&A] QBO Integrations, Cyber Security, and More 20:38

4M ago20:38

20:38

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 …

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153 ⎸ Balancing your Sidehustle with Corporate 14:59

5M ago14:59

14:59

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 listenin…

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152 | Offboarding Clients 6:48

5M ago6:48

6:48

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…

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

5M ago21:01

21:01

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 clie…

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150 | [Q&A] Thinking Outside of the Box 31:41

5M ago31:41

31:41

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 emplo…

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149 ⎸Social Media for Accountants with Alison Lukin 46:56

6M ago46:56

46:56

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 episod…

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148 ⎸ Motherhood, Burnout, and Entrepreneurship with Jessica Parr 42:28

6M ago42:28

42:28

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 …

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147 ⎸Another Q&A Episode! 37:37

6M ago37:37

37:37

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 fro…

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146 ⎸ Retirement Tax Credits with Matt Ruttenberg 20:15

6M ago20:15

20:15

Send us a text 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 p…

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145 ⎸ [Q&A] Pricing, Networking, & Growing 31:08

7M ago31:08

31:08

Send us a text 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 Cha…

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

7M ago50:31

50:31

Send us a text 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 en…

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143 ⎸Retirement Planning with Matt Ruttenberg 50:03

7M ago50:03

50:03

Send us a text 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: Retireme…

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

7M ago37:34

37:34

Send us a text 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 experience…

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

7M ago3:54

3:54

Send us a text 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…

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

8M ago11:24

11:24

Send us a text 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 p…

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

8M ago20:48

20:48

Send us a text 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 …

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139 ⎸ CPA Exam Success with Dawn Edelstein 38:07

9M ago38:07

38:07

Send us a text 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 Pillar…

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138 ⎸ How to hire A-Team players with Lesley Pyle (hiremymom.com) 37:04

9M ago37:04

37:04

Send us a text 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 …

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137 ⎸ Finish your website in a week with Tia Taylor 34:04

9M ago34:04

34:04

Send us a text 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 m…

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

9M ago28:25

28:25

Send us a text 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: T…

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

9M ago5:28

5:28

Send us a text 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: Rel…

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

9M ago19:00

19:00

Send us a text 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 exclu…

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134 ⎸ How to grow a multi six-figure business 30:13

10M ago30:13

30:13

Send us a text 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 busines…

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

10M ago7:59

7:59

Send us a text 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 bookkeepi…

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132 ⎸ What a bookkeeper does 22:26

10M ago22:26

22:26

Send us a text 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 subm…

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131 | How to setup books for Real Estate Investors with Nick Baldo 36:49

10M ago36:49

36:49

Send us a text 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 t…

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130 | Growing your business through podcasting with Shannon Weinstein 47:21

11M ago47:21

47:21

Send us a text 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 prepa…

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129 | Planning for Profit 16:29

11M ago16:29

16:29

Send us a text 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 …

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128 | [STRATEGY] Pricing & Scaling Mindset for Growth with Accala Kessler 35:21

11M ago35:21

35:21

Send us a text 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…

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Serena Shoup Cpa Podcasts

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