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The Ambitious Bookkeeper Podcast: Daily Summaries Delivered
by Serena Shoup, CPA
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 4 days ago58 min
241 ⎸ The State of Virtual Bookkeeping Industry with Alyssa
I'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! We're going bigger, better, and more intentional this time around, with a goal of 2,500 responses, a charity donation tied to Make-A-Wish Foundation, and a brand new interactive data bot that lets you dig into the results yourself. Oh, and we may have gone down a rabbit hole or two about AI, pricing, and what it actually ...
- 2 weeks ago39 min
240 | [Q&A] 1st Thing to Automate, Building Rapport with Clients, & Intuit vs Gusto Payroll
Send us Fan Mail This 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 trying to figure out where to even begin with automation, or you're in the thick of building a team and wondering why delegating feels harder than just doing it yourself, this one's for you. We also get into some juicy topics like QBO Payroll versus Gusto, how to handle S-Corp clients who are flying un...
- May 6, 20261h 0m
239 ⎸ How to Serve Real Estate Investor Clients & Market Your Bookkeeping Business as an Introvert with Max Emory
Send us Fan Mail This 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 community he's launching for bookkeepers who want to level up their marketing and sales game, and how he manages it all with two boys under two at home. In this episode you’ll hear: Why real estate investing is one of the most complex niches a bookkeeper can serveHow overcomplicated entity structures are h...
- May 5, 20265 min
Announcement: Closing Elevate
Send us Fan Mail Get all the info and join before Midnight Pacific Time on May 9, 2026: https://www.ambitiousbookkeeper.com/elevate/?coupon_code=REVAMP
- Apr 29, 202636 min
238 ⎸ Transforming the Accounting Landscape: A Conversation with Joe Woodard
Send us Fan Mail In 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 about: Why the ‘AI hype vs denial’ debate is missing the pointWhat tasks you should actually be handing off to AIWhy moving off hourly pricing isn’t enough anymoreAnd how to position yourself so clients see you as indispensablehow to make sure your pricing model matches your vision and goalsResources m...
- Apr 22, 202639 min
237 ⎸ [Q&A] Inbox Management, Tech Stack, and Practice Management Tips
Send us Fan Mail some links are affiliate links In this episode, I'm sharing our March live Q&A where I answered rapid-fire questions about running a bookkeeping firm. If you've ever wondered how to manage a shared team inbox without micromanaging, what to do with merchant clearing account balances at year end, or how to navigate a CPA non-compete, this one's for you. In this episode you’ll hear: How to manage a shared team inboxWhat to do with merchant clearing account balances at year e...
- Apr 15, 20264 min
236 | Take back your time with Dubsado 3.0
Send us Fan Mail Stop letting your calendar run your life! In this episode, Serena dives into the brand-new Dubsado 3.0 (Beta) to show you how to protect your time and professionalize your client onboarding. Whether you’re a bookkeeper, accountant, or small business owner, learning how to automate the "back-and-forth" of scheduling is the fastest way to reclaim your sanity. In this episode, you’ll learn: The Power of the Scheduler: How to use the new 3.0 interface to set up custom meeting typ...
- Apr 8, 202629 min
235 ⎸ Why I only use Xero
Send us Fan Mail I've been getting this question for years, and since I'm now on YouTube and Xero keeps rolling out new features, it was time to give this topic a serious refresh. In this episode, I'm breaking down all the reasons why I am a hundred percent Xero firm and why I genuinely love this software. This is not sponsored (but yes, please use my affiliate link!). I'm just a bookkeeper who has seen what a mess the alternative can create, and I want you to understand what you could have i...
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About The Ambitious Bookkeeper 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.
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