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The Ambitious Bookkeeper Podcast The Ambitious Bookkeeper Podcast Serena Shoup, CPA Charlas Hispanas: Aprende Español | Learn Spanish Charlas Hispanas: Aprende Español | Learn Spanish Charlas Hispanas Make Shift Happen with Samantha Daily Make Shift Happen with Samantha Daily Samantha Daily The Ramsey Show Highlights The Ramsey Show Highlights Ramsey Network Curious City Curious City WBEZ Chicago Grief and Rebirth: Finding the Joy in Life Grief and Rebirth: Finding the Joy in Life Irene Weinberg Audio Branding Audio Branding Jodi Krangle The College Investor Audio Show The College Investor Audio Show The College Investor The Poison Lab The Poison Lab Clinical Toxicology LLC St James BC Podcast St James BC Podcast Pastor Aaron Binder Mastering Risk Mastering Risk Dr. Jeff Donaldson, CD The Articulate Fly The Articulate Fly The Articulate Fly Money Guy Show Money Guy Show Brian Preston and Bo Hanson The Ramsey Show The Ramsey Show Ramsey Network The Audacity to Podcast® - tips and how to start and grow profit in podcasting The Audacity to Podcast® - tips and how to start and grow profit in podcasting Daniel J. Lewis Insider Secrets to a Top 100 Podcast with Courtney Elmer | Podcasting Strategies for Growing a Podcast That Converts Insider Secrets to a Top 100 Podcast with Courtney Elmer | Podcasting Strategies for Growing a Podcast That Converts Courtney Elmer | PodLaunchHQ.com She Coaches Coaches She Coaches Coaches Candy Motzek | Life & Business Coach Dr. Derek Suite - The SuiteSpot Dr. Derek Suite - The SuiteSpot Derek H. Suite, M.D. Get Your Guy Coaching Podcast Get Your Guy Coaching Podcast Anwar White eBay the Right Way eBay the Right Way Suzanne A. Wells Hart to Heart Hart to Heart Michelle Hartzman Making Space with Hoda Kotb Making Space with Hoda Kotb Hoda Kotb, TODAY The Neurodivergent Entrepreneur The Neurodivergent Entrepreneur Patrick Casale You Are Not Crazy You Are Not Crazy Jessica Knight Living The Next Chapter: Candid Conversations with Authors and Writers for Readers Searching for a New Read Living The Next Chapter: Candid Conversations with Authors and Writers for Readers Searching for a New Read Dave Campbell, A Moment of Hope A Moment of Hope David and Marilynn Chadwick with Jenn Houston Medication Talk - Expert Insights on Drug Therapy & Patient Care Medication Talk - Expert Insights on Drug Therapy & Patient Care TRC Healthcare | Pharmacist's Letter | Prescriber Insights | Pharmacy Technician's Letter Commodity Culture Commodity Culture Jesse Day The Pursuit with James Griffin The Pursuit with James Griffin crosspointcity METUS HVAC Tech Show METUS HVAC Tech Show Mitsubishi Electric Trane US Global Prosperity Show Global Prosperity Show Balazs W Kardos The Unforget Yourself Show The Unforget Yourself Show Mark and Katie Confessions of a Parent Coach Confessions of a Parent Coach Ann Kaplan, Parent Coach Spark Your Light Spark Your Light Jaclyn Gallo She Can Share She Can Share Melissa Lea Hughes Wednesday Wisdom Wednesday Wisdom Laura Brandao Relationship Reset: Reignite, Reconnect, Rebuild Relationship Reset: Reignite, Reconnect, Rebuild Katie Rössler
The Ambitious Bookkeeper Podcast

Educación

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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