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The Ambitious Bookkeeper Podcast The Ambitious Bookkeeper Podcast Serena Shoup, CPA Cannabis Tech Talks Cannabis Tech Talks Cannabis & Tech Today Stock Movers Stock Movers iHeartPodcasts Startupeable: Emprendimiento | Tecnología | Venture Capital Startupeable: Emprendimiento | Tecnología | Venture Capital Enzo Cavalie Behind The Music Biz Behind The Music Biz Raised Rowdy Behind The Music Biz Behind The Music Biz Raised Rowdy Besser gründen - Tipps für Unternehmer, Freiberufler und Start-ups Besser gründen - Tipps für Unternehmer, Freiberufler und Start-ups Für-Gründer.de 人性的弱点-解读分享 人性的弱点-解读分享 终身都要成长 Profit Your Knowledge Profit Your Knowledge James Allen The Yegi Project The Yegi Project Yegi Saryan 本田健の人生相談 〜Dear Ken〜 本田健の人生相談 〜Dear Ken〜 アイウエオフィス 科技乱炖 科技乱炖 DAO The Michigan Opportunity The Michigan Opportunity Michigan Economic Development Corporation Voices for Voices® Voices for Voices® Founder of Voices for Voices®, Justin Alan Hayes Traffic Tube Secrets Podcast Traffic Tube Secrets Podcast Paul Murphy Show Me The Money Club Show Me The Money Club Sergio and Chris The Rich Somers Report The Rich Somers Report Rich Somers Engaging Virtual Meetings Podcast with John Chen Engaging Virtual Meetings Podcast with John Chen John Chen Designing with Love Designing with Love Jackie Pelegrin Big Talk About Small Business Big Talk About Small Business Big Talk About Small Business Thoughtful Money with Adam Taggart Thoughtful Money with Adam Taggart Adam Taggart | Thoughtful Money Captivate the Mic: Master Public Speaking & Video, Build Confidence and Boost Visibility Captivate the Mic: Master Public Speaking & Video, Build Confidence and Boost Visibility Elaine Williams She Counts She Counts Questian Telka, EA & Nancy McClelland, CPA Her Boss Brain Her Boss Brain Pallavi Jain Ground Floor Government Ground Floor Government PhoneLive.io Green Shoots & Big Shifts Green Shoots & Big Shifts Reetu Gupta Clay Stafford's Writers' Podcast: Craft, Creativity, Career, and Community Clay Stafford's Writers' Podcast: Craft, Creativity, Career, and Community Clay Stafford Dagen med Di Dagen med Di Dagens industri What Bitcoin Did What Bitcoin Did Danny Knowles News & Views with Joel Heitkamp News & Views with Joel Heitkamp MWC Hamza Selfimprovement Hamza Selfimprovement Adonis Gang BTC-ECHO | Bitcoin & Krypto Podcasts BTC-ECHO | Bitcoin & Krypto Podcasts BTC-ECHO Diario de un CEO con Steven Bartlett Diario de un CEO con Steven Bartlett Steven Bartlett HOGENT: kwaliteit dus! HOGENT: kwaliteit dus! The Podcast Planet BMC Talks BMC Talks BMC Talks The Empowered Leader Podcast The Empowered Leader Podcast Margaret Williams, MS, ACC מתחילים מחדש עם דבי מצקין Restart with Debbie Matzkin מתחילים מחדש עם דבי מצקין Restart with Debbie Matzkin Debbie Matzkin
The Ambitious Bookkeeper Podcast

Business

The Ambitious Bookkeeper Podcast

Serena Shoup, CPA

242 ⎸ 2026 Survey Results Breakdown w/ Alyssa Lang

July 01, 2026 2:00am 56 min

Alyssa 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 Industry survey, and we sat down to dig into...

241 ⎸ The State of Virtual Bookkeeping Industry with Alyssa

June 01, 2026 2:00pm 58 min

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 intention...

240 | [Q&A] 1st Thing to Automate, Building Rapport with Clients, & Intuit vs Gusto Payroll

May 20, 2026 2:00am 39 min

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 au...

239 ⎸ How to Serve Real Estate Investor Clients & Market Your Bookkeeping Business as an Introvert with Max Emory

May 06, 2026 1:00am 1:01

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 wan...

Announcement: Closing Elevate

May 05, 2026 2:00pm 5 min

Get 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

April 29, 2026 12:00am 37 min

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 ...

237 ⎸ [Q&A] Inbox Management, Tech Stack, and Practice Management Tips

April 22, 2026 2:00am 40 min

some links are affiliate linksIn 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 micr...

236 | Take back your time with Dubsado 3.0

April 15, 2026 2:00am 4 min

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, ...

235 ⎸ Why I only use Xero

April 08, 2026 2:00am 30 min

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 ...

234 | April Podcast Update

April 01, 2026 2:00am 5 min

This is a podcast update & what to expect here on the podcast for the month of April!Check out this week’s YouTube Video >>The New Xero Partner HubThanks for listening. If this episode inspired you in some way, take a sc...

233 ⎸ No More Arbitrary Price Increases [vlog]

March 25, 2026 2:00am 16 min

This one is a little different. One day in February I decided to vlog my day.. a sort of behind the scenes of my day. I wasn’t sure what I was going to use this footage for. And then… I was inspired a couple weeks ago (b...

232 | Using AI in Bookkeeping

March 18, 2026 2:00am 22 min

AI is changing the bookkeeping game, but it's not replacing us anytime soon.In this episode, I'm pulling back the curtain on Xero's built-in AI feature, JAX (Just Ask Xero), and walking you through exactly how we're test...

231 | I’ve got a surprise!

March 11, 2026 4:00pm 41 min

I have a big announcement to share and I've been so excited to finally let the cat out of the bag! Erin Pohan, one of our OG community members and founder of UpKeeping®, is joining me as co-coach for this upcoming cohort...

230 | [Q&A] AI Tools, Pricing, and Onboarding

March 04, 2026 4:00pm 36 min

From AI tools and scope creep to finding your first clients and onboarding systems, whether you're just dreaming about starting a bookkeeping business or you're a few years in, there's something in here for you.In this e...

228 | [Q&A] Partnerships, Profit First, and Complex Client Situations

February 11, 2026 1:00am 35 min

Welcome back to our monthly live Q&A! We took a little break, but we're back and ready to tackle all your burning questions about building your bookkeeping business. Whether you're just getting started or scaling your fi...

227 | Increasing Your Sales with Hunter Rademacher

January 28, 2026 1:00am 50 min

In this episode, Serena interviews Hunter Rademaker and they talk about Hunter’s expertise on sales in accounting, emphasizing client qualification, communication, advisory roles, and strategic hiring for growth.In this ...

226 | Need to know OBBBA highlights for Bookkeepers Adrian Lopez

January 14, 2026 1:00am 57 min

The 'One Big Beautiful Bill' introduces significant tax changes for 1099s, depreciation, and employer credits, emphasizing meticulous bookkeeping for compliance and savings. Listen in to the conversation with Adrian & Se...

225 ⎸ Recast: Become a Bookkeeper with Katie Ferro

December 17, 2025 1:00am 1:12

Before we close things down for the holidays, I decided to bring back one of my favorite interviews from the vault. In 2021 during one of our Bookkeeping Biz Workshop rounds, I brought Katie on to chat about a program sh...

224 | Using Human-First AI for Visibility with Kelly Sinclair

December 10, 2025 1:00am 45 min

I had the best conversation with Kelly Sinclair about something that's been on my mind (and probably yours too): how to actually use AI without losing the human connection that makes your business YOU. We dive deep into ...

223 | Using AI Securely + to Land Clients with Kelsey Silver

December 03, 2025 1:00am 40 min

In this episode, I'm chatting with my friend Kelsey Silver about something so many of you have been asking about - how the heck are we supposed to use AI without compromising our clients' security? Kelsey has a super uni...

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