The Ambitious Bookkeeper Podcast
di Serena Shoup, CPA
Ultimo episodio
256 | [AMA] Switching Workflow Softwares (Financial Cents vs. Double)
256 | [AMA] Switching Workflow Softwares (Financial Cents vs. Double)
Informazioni su questo podcast
The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners.
We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us:
Website: https://www.ambitiousbookkeeper.com
BBA: https://www.ambitiousbookkeeper.com/bba
Facebook: https://www.facebook.com/serenashoupcpa
LinkedIn: https://linkedin.com/in/serenashoup
Instagram: https://instagram.com/ambitiousbookkeeper
Episodi
I 20 episodi più recenti su 263
- 256 | [AMA] Switching Workflow Softwares (Financial Cents vs. Double) · 11 min · Episodio 256some links are affiliate links If you have between 10 and 20 clients and you’ve been eyeing a new workflow software, hear me out before you hit “start free trial.” In this…
- 255 | Brand New to Advisory? Start Here · 11 min · Episodio 255some links are affiliate links Advisory doesn’t have to be complicated. In this episode, I’m breaking down the simplest way to start offering advisory services inside your…
- 254 | Trusting Your Team & Stepping into Advisory with Anne Napolitano · 43 min · Episodio 254You don’t need to add budgeting and forecasting to your menu to start delivering advisory-level value. In this episode, I sit down with Anne Napolitano, a former Hermès…
- 253 | Q&A: Xero Fresh Start or QBO Migrate, A2X, Gusto Payroll, and More · 45 min · Episodio 253In this September live Q&A, we covered a lot of ground. We talked about whether to convert a client from QBO to Xero or start fresh, how to realistically land more clients…
- 252 ⎸ Bookkeeping is NOT a commodity when done right with Katie Ferro Part 2 · 1 h 6 min · Episodio 252Katie Ferro is back for part two, and we picked up right where we left off with Katie's line that stuck with me all week: if you don't have a stance, it's because you're not in…
- 251 ⎸ Bookkeeping is NOT a commodity when done right with Katie Ferro · 1 h 22 min · Episodio 251I've been connected with Katie Ferro since the very beginning of my business. I literally found her on a podcast while I was on maternity leave dreaming about starting a…
- 250 | X2Uno: The Chrome Extension for Xero with Mark Corum · 50 min · Episodio 250What if the tool you've been waiting for, the one that finally makes Xero as efficient as QuickBooks with Right Tool, already exists, and it's being built by a former bookkeeper…
- 249 ⎸ [Q&A] Starting a Firm While Employed, Hiring Advice, and Employee Benefits · 52 min · Episodio 249This round of Live Q&A we got into some really good stuff: how to navigate starting your firm while you're still employed, why book to tax differences are completely normal and…
- 248 | How to Be a Collaborative Professional with Emily Bowie · 36 min · Episodio 248I got to reconnect with Emily Bowie, a partner at Thorne Advisors, and someone I actually met years ago in a tiny mastermind back when she was doing something completely…
- 247 | Tax + Bookkeeping; Should You Do Both? With Nick Cobos · 48 min · Episodio 247If you have ever had that passing thought of "should I add tax to my bookkeeping firm?" this is the episode you need to hear before you make a move. In this one, I'm sitting down…
- 246 | Q&A - Transitioning to Advisory, Xero Integrations Disengaging with Clients, and More · 37 min · Episodio 246We're back from summer break with a live Q&A with SO much good stuff in this one. This was one of those episodes where the questions kept getting better and better, and I got to…
- 245 | Starting Your Firm from Scratch with Jaime Rodriguez · 35 min · Episodio 245This episode hit close to home for me because Jaime Rodriguez and I are basically living the same double life, and I loved getting to compare notes. Jaime is the CEO of…
- 244 ⎸ The Summer Slump + Podcast Update · 12 min · Episodio 244Real talk: if your summer felt slow and you were low-key stressing about it, this episode is for you. This week's a short and sweet solo update where I walk you through what's…
- 243 | The Advisor Activation Series · 9 min · Episodio 243In this episode you’ll hear: A very short update about the audio series I just released & why you need to listen before it goes away!Resources mentioned in this episode: Listen…
- 242 ⎸ 2026 Survey Results Breakdown w/ Alyssa Lang · 54 min · Episodio 242Alyssa and I are back, and this time we actually hit record (lesson learned from last year, ha). We just closed year two of the State of the Virtual Bookkeeping and Accounting…
- 241 ⎸ The State of Virtual Bookkeeping Industry with Alyssa · 57 min · Episodio 241I'm joined in person by my biz bestie Alyssa Lang of Workflow Queen, and we are SO pumped to talk about the return of the Virtual Bookkeeper Industry Survey round two, baby!…
- 240 | [Q&A] 1st Thing to Automate, Building Rapport with Clients, & Intuit vs Gusto Payroll · 38 min · Episodio 240This episode is a replay of my April 2026 live Q&A, and we cover a ton of ground that I know so many of you are dealing with right now. Whether you're just starting out and…
- 239 ⎸ How to Serve Real Estate Investor Clients & Market Your Bookkeeping Business as an Introvert with Max Emory · 59 min · Episodio 239This episode is a behind-the-scenes conversation with Max Emory. We get into the nitty gritty of what it actually takes to serve REI clients, how he built his team, the new…
- Announcement: Closing Elevate · 6 minGet all the info and join before Midnight Pacific Time on May 9, 2026: https://www.ambitiousbookkeeper.com/elevate/?coupon_code=REVAMP
- 238 ⎸ Transforming the Accounting Landscape: A Conversation with Joe Woodard · 35 min · Episodio 238In today’s episode, I’m sitting down with Joe Woodard—founder of Scaling New Heights—and we’re diving into what’s really happening in the accounting industry right now. We talk…
