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

240 | [Q&A] 1st Thing to Automate, Building Rapport with Clients, & Intuit vs Gusto Payroll
MAY 20, 2026
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...
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39 MIN
239 ⎸ How to Serve Real Estate Investor Clients & Market Your Bookkeeping Business as an Introvert with Max Emory
MAY 5, 2026
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...
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60 MIN
Announcement: Closing Elevate
MAY 5, 2026
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
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5 MIN
238 ⎸ Transforming the Accounting Landscape: A Conversation with Joe Woodard
APR 28, 2026
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...
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37 MIN
237 ⎸ [Q&A] Inbox Management, Tech Stack, and Practice Management Tips
APR 22, 2026
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...
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40 MIN