The Ambitious Bookkeeper Podcast
The Ambitious Bookkeeper Podcast

The Ambitious Bookkeeper Podcast

Serena Shoup, CPA

Overview
Episodes

Details

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

Recent Episodes

230 | [Q&A] AI Tools, Pricing, and Onboarding
MAR 4, 2026
230 | [Q&A] AI Tools, Pricing, and Onboarding
Send a text 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 episode you’ll hear: How I use AI in my firmPricing, scope creep, and tough money conversationsFinding your first five clientsOnboarding processResources mentioned in this episode: Bookkeeping Biz Workshops: https://www.ambitiousbookkeeper.com/workshopsOnboarding T...
play-circle icon
36 MIN
228 | [Q&A] Partnerships, Profit First, and Complex Client Situations
FEB 11, 2026
228 | [Q&A] Partnerships, Profit First, and Complex Client Situations
Send a text 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 firm, this episode is packed with real talk and practical advice. In this episode you’ll hear: Partnership pitfalls and planningTech stack essentialsHiring and leading your first employeePricing strategies for startups and special situationsResources mentioned in...
play-circle icon
35 MIN
227 | Increasing Your Sales with Hunter Rademacher
JAN 28, 2026
227 | Increasing Your Sales with Hunter Rademacher
Send a text 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 episode you’ll hear: Hunter’s unique sales roleThe sales process & qualifying new clientsAdvice for new bookkeepersClient retention & advisoryPricing & hiring a sales personResources mentioned in this episode: House of Revenue/Sales BQ - Consulting com...
play-circle icon
50 MIN
226 | Need to know OBBBA highlights for Bookkeepers Adrian Lopez
JAN 14, 2026
226 | Need to know OBBBA highlights for Bookkeepers Adrian Lopez
Send a text 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 & Serena as they unpack the need-to-know highlights for bookkeepers and how you can stand out in the industry by making a few small changes to your processes. In this episode you’ll hear: 1099 Reporting ChangesBonus Depreciation and Section 179Tips and Charitable C...
play-circle icon
57 MIN
225 ⎸ Recast: Become a Bookkeeper with Katie Ferro
DEC 17, 2025
225 ⎸ Recast: Become a Bookkeeper with Katie Ferro
Send a text 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 she had just created—which is still going strong today—in fact, has been revamped and redesiged since she created it, and I want to make sure you all know about it. But more so than that, I wanted to bring this conversation back to you in case you’re planning for the...
play-circle icon
71 MIN