<a target="_blank" href="https://www.buzzsprout.com/1774460/fan_mail/new">Send us Fan Mail</a>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&apos;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:<ul><li>Why real estate investing is one of the most complex niches a bookkeeper can serve</li><li>How overcomplicated entity structures are hurting real estate investors</li><li>The behind-the-scenes of Time Capital University and GoPro Bookkeeping community</li><li>How Max runs a lean, profitable firm with strong boundaries around his time</li></ul>Resources mentioned in this episode:<ul><li>Bookkeeper Launch: <a href='https://bookkeepers.com/bookkeeper-launch/'>https://bookkeepers.com/bookkeeper-launch/</a></li><li>Skool Community: <a href='https://www.skool.com/bookkeeping-for-rei/about'>https://www.skool.com/bookkeeping-for-rei/about</a></li><li>Nuts and Bolts Course - Max&apos;s REI bookkeeping training course inside his Skool community</li><li>Multi Six Figure Bookkeeper Playbook - also inside the Skool community</li><li>Spark Email App</li><li>Loom</li><li>Xero</li><li>Rich Dad Poor Dad by Robert Kiyosaki</li><li>10x Is Easier Than 2x by Dan Sullivan and Dr. Benjamin Hardy</li></ul>Meet Max EmoryMax Emory is the founder of Time Capital Bookkeeping and Time Capital University, a bookkeeper-turned-real-estate-expert who went from Marine Corps officer and mechanical engineer to building a thriving virtual bookkeeping firm that specializes in real estate investors and he has two boys under two at home!Connect with Max Emory<ul><li>Linkedin: <a href='https://www.linkedin.com/in/millionairebookkeeper/'>https://www.linkedin.com/in/millionairebookkeeper/</a></li><li>Time Capital Bookkeeping : <a href='https://www.timecapitalbcs.com/'>https://www.timecapitalbcs.com/</a></li><li>Time Capital University: <a href='https://www.timecapitaluniversity.com/'>https://www.timecapitaluniversity.com/</a></li></ul>Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:<ul><li>Visit our website: <a href='https://www.ambitiousbookkeeper.com'>https://www.ambitiousbookkeeper.com</a></li><li>Follow the Blog: <a href='https://www.ambitiousbookkeeper.com/blog'>https://www.ambitiousbookkeeper.com/blog</a></li><li>Connect on Instagram: <a href='https://www.instagram.com/ambitiousbookkeeper'>https://www.instagram.com/ambitiousbookkeeper</a></li><li>Connect on Threads: <a href='https://www.threads.net/@ambitiousbookkeeper'>https://www.threads.net/@ambitiousbookkeeper</a></li><li>Connect on Facebook: <a href='https://www.facebook.com/serenashoupcpa'>https://www.facebook.com/serenashoupcpa</a></li></ul>Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to <a href='http://ambitiousbookkeeper.com/podcast'>ambitiousbookkeeper.com/podcast</a> and leave your review.Podcast Publishing Tools we use:<ul><li>Editing → Sabr Media LLC: <a href='https://www.iangilliam.com/sabr-media-llc'>https://www.iangilliam.com/sabr-media-llc</a></li><li>Descript: <a href='https://get.descript.com/u7lubkx09073'>https:</a></li></ul><a href='https://www.ambitiousbookkeeper.com/training?utm_source=podcast&amp;utm_medium=ads&amp;utm_campaign=free_training_evergreen_bba'>Join the next free training &gt;</a> Get access to the <a href='https://www.ambitiousbookkeeper.com/ddpodcast'>Dubsado Decoded Private Podcast Series here&gt;&gt;</a>

<description>&lt;p&gt;&lt;a target="_blank" href="https://www.buzzsprout.com/1774460/fan_mail/new"&gt;Send us Fan Mail&lt;/a&gt;&lt;/p&gt;&lt;p&gt;This episode is a behind-the-scenes conversation with Max Emory.&lt;/p&gt;&lt;p&gt;We get into the nitty gritty of what it actually takes to serve REI clients, how he built his team, the new community he&amp;apos;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.&lt;/p&gt;&lt;p&gt;&lt;b&gt;In this episode you’ll hear:&lt;/b&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Why real estate investing is one of the most complex niches a bookkeeper can serve&lt;/li&gt;&lt;li&gt;How overcomplicated entity structures are hurting real estate investors&lt;/li&gt;&lt;li&gt;The behind-the-scenes of Time Capital University and GoPro Bookkeeping community&lt;/li&gt;&lt;li&gt;How Max runs a lean, profitable firm with strong boundaries around his time&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;b&gt;Resources mentioned in this episode:&lt;/b&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Bookkeeper Launch: &lt;a href='https://bookkeepers.com/bookkeeper-launch/'&gt;https://bookkeepers.com/bookkeeper-launch/&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Skool Community: &lt;a href='https://www.skool.com/bookkeeping-for-rei/about'&gt;https://www.skool.com/bookkeeping-for-rei/about&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Nuts and Bolts Course - Max&amp;apos;s REI bookkeeping training course inside his Skool community&lt;/li&gt;&lt;li&gt;Multi Six Figure Bookkeeper Playbook - also inside the Skool community&lt;/li&gt;&lt;li&gt;Spark Email App&lt;/li&gt;&lt;li&gt;Loom&lt;/li&gt;&lt;li&gt;Xero&lt;/li&gt;&lt;li&gt;Rich Dad Poor Dad by Robert Kiyosaki&lt;/li&gt;&lt;li&gt;10x Is Easier Than 2x by Dan Sullivan and Dr. Benjamin Hardy&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;b&gt;Meet Max Emory&lt;/b&gt;&lt;/p&gt;&lt;p&gt;Max Emory is the founder of Time Capital Bookkeeping and Time Capital University, a bookkeeper-turned-real-estate-expert who went from Marine Corps officer and mechanical engineer to building a thriving virtual bookkeeping firm that specializes in real estate investors and he has two boys under two at home!&lt;/p&gt;&lt;p&gt;&lt;b&gt;Connect with Max Emory&lt;/b&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Linkedin: &lt;a href='https://www.linkedin.com/in/millionairebookkeeper/'&gt;https://www.linkedin.com/in/millionairebookkeeper/&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Time Capital Bookkeeping : &lt;a href='https://www.timecapitalbcs.com/'&gt;https://www.timecapitalbcs.com/&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Time Capital University: &lt;a href='https://www.timecapitaluniversity.com/'&gt;https://www.timecapitaluniversity.com/&lt;/a&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper&lt;/p&gt;&lt;p&gt;For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Visit our website: &lt;a href='https://www.ambitiousbookkeeper.com'&gt;https://www.ambitiousbookkeeper.com&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Follow the Blog: &lt;a href='https://www.ambitiousbookkeeper.com/blog'&gt;https://www.ambitiousbookkeeper.com/blog&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Connect on Instagram: &lt;a href='https://www.instagram.com/ambitiousbookkeeper'&gt;https://www.instagram.com/ambitiousbookkeeper&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Connect on Threads: &lt;a href='https://www.threads.net/@ambitiousbookkeeper'&gt;https://www.threads.net/@ambitiousbookkeeper&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Connect on Facebook: &lt;a href='https://www.facebook.com/serenashoupcpa'&gt;https://www.facebook.com/serenashoupcpa&lt;/a&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to &lt;a href='http://ambitiousbookkeeper.com/podcast'&gt;ambitiousbookkeeper.com/podcast&lt;/a&gt; and leave your review.&lt;/p&gt;&lt;p&gt;&lt;b&gt;Podcast Publishing Tools we use:&lt;/b&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Editing → Sabr Media LLC: &lt;a href='https://www.iangilliam.com/sabr-media-llc'&gt;https://www.iangilliam.com/sabr-media-llc&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Descript: &lt;a href='https://get.descript.com/u7lubkx09073'&gt;https:&lt;/a&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;a href='https://www.ambitiousbookkeeper.com/training?utm_source=podcast&amp;amp;utm_medium=ads&amp;amp;utm_campaign=free_training_evergreen_bba'&gt;Join the next free training &amp;gt;&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Get access to the &lt;a href='https://www.ambitiousbookkeeper.com/ddpodcast'&gt;Dubsado Decoded Private Podcast Series here&amp;gt;&amp;gt;&lt;/a&gt;&lt;/p&gt;</description>

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...

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

<a target="_blank" href="https://www.buzzsprout.com/1774460/fan_mail/new">Send us Fan Mail</a>Get all the info and join before Midnight Pacific Time on May 9, 2026:https://www.ambitiousbookkeeper.com/elevate/?coupon_code=REVAMP

<description>&lt;p&gt;&lt;a target="_blank" href="https://www.buzzsprout.com/1774460/fan_mail/new"&gt;Send us Fan Mail&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Get all the info and join before Midnight Pacific Time on May 9, 2026:&lt;/p&gt;&lt;p&gt;https://www.ambitiousbookkeeper.com/elevate/?coupon_code=REVAMP&lt;/p&gt;&lt;p&gt;&lt;br/&gt;&lt;/p&gt;</description>

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   

Announcement: Closing Elevate

<a target="_blank" href="https://www.buzzsprout.com/1774460/fan_mail/new">Send us Fan Mail</a>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:<ul><li>Why the ‘AI hype vs denial’ debate is missing the point</li><li>What tasks you should actually be handing off to AI</li><li>Why moving off hourly pricing isn’t enough anymore</li><li>And how to position yourself so clients see you as indispensable</li><li>how to make sure your pricing model matches your vision and goals</li></ul>Resources mentioned in this episode:<ul><li>Scaling New Heights 2026: <a href='https://www.woodard.com/scaling-new-heights-2026'>https://www.woodard.com/scaling-new-heights-2026</a></li><li>Woodard coaching program (for firms approaching $1M+)</li><li>Xero / JAX feature (beta)</li><li>Anthropic / Claude</li><li>ChatGPT / OpenAI</li><li>Microsoft Copilot</li></ul>Meet Joe WoodardJoe Woodard is the CEO of Woodard®, a company that empowers accountants and business advisors through education, coaching, resources, and consulting services, with a particular focus on Client Advisory Services (CAS). Woodard equips professionals to modernize their practices, optimize accounting software, and expand their reach.Joe has trained over 150,000 professionals, is a published author, and hosts the Scaling New Heights® conference. He has been recognized by Accounting Today as one of the Top 100 Most Influential People in accounting since 2014. Joe also publishes The Woodard Report™, which reaches over 100,000 readers annually.Connect with Joe Woodard🌐 Website: <a href='https://www.woodard.com'>https://www.woodard.com</a>👥 Linkedin: <a href='https://www.linkedin.com/in/realjoewoodard/'>https://www.linkedin.com/in/realjoewoodard/</a>Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:<ul><li>Visit our website: <a href='https://www.ambitiousbookkeeper.com'>https://www.ambitiousbookkeeper.com</a></li><li>Follow the Blog: <a href='https://www.ambitiousbookkeeper.com/blog'>https://www.ambitiousbookkeeper.com/blog</a></li><li>Connect on Instagram: <a href='https://www.instagram.com/ambitiousbookkeeper'>https://www.instagram.com/ambitiousbookkeeper</a></li><li>Connect on Threads: <a href='https://www.threads.net/@ambitiousbookkeeper'>https://www.threads.net/@ambitiousbookkeeper</a></li><li>Connect on Facebook: <a href='https://www.facebook.com/serenashoupcpa'>https://www.facebook.com/serenashoupcpa</a></li></ul>Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to <a href='http://ambitiousbookkeeper.com/podcast'>ambitiousbookkeeper.com/podcast</a> and leave your review.Podcast Publishing Tools we use:<ul><li>Editing → Sabr Media LLC: <a href='https://www.iangilliam.com/sabr-media-llc'>https://www.iangilliam.com/sabr-media-llc</a></li><li>Descript: <a href='https://get.descript.com/u7lubkx09073'>https://get.descript.com/u7lubkx09073</a> (affiliate link)</li><li>Buzzsprout: <a href='https://www.buzzsprout.com/?referrer_id=1753696'>https://www.buzzsprout.com/?referrer_id=1753696</a> (affiliate link)</li></ul><a href='https://www.ambitiousbookkeeper.com/training?utm_source=podcast&amp;utm_medium=ads&amp;utm_campaign=free_training_evergreen_bba'>Join the next free training &gt;</a> Get access to the <a href='https://www.ambitiousbookkeeper.com/ddpodcast'>Dubsado Decoded Private Podcast Series here&gt;&gt;</a>

<description>&lt;p&gt;&lt;a target="_blank" href="https://www.buzzsprout.com/1774460/fan_mail/new"&gt;Send us Fan Mail&lt;/a&gt;&lt;/p&gt;&lt;p&gt;In today’s episode, I’m sitting down with Joe Woodard—founder of Scaling New Heights—and we’re diving into what’s &lt;em&gt;really&lt;/em&gt; happening in the accounting industry right now.&lt;/p&gt;&lt;p&gt;&lt;b&gt;We talk about:&lt;/b&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Why the ‘AI hype vs denial’ debate is missing the point&lt;/li&gt;&lt;li&gt;What tasks you should &lt;em&gt;actually&lt;/em&gt; be handing off to AI&lt;/li&gt;&lt;li&gt;Why moving off hourly pricing isn’t enough anymore&lt;/li&gt;&lt;li&gt;And how to position yourself so clients see you as indispensable&lt;/li&gt;&lt;li&gt;how to make sure your pricing model matches your vision and goals&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;b&gt;Resources mentioned in this episode:&lt;/b&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Scaling New Heights 2026: &lt;a href='https://www.woodard.com/scaling-new-heights-2026'&gt;https://www.woodard.com/scaling-new-heights-2026&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Woodard coaching program (for firms approaching $1M+)&lt;/li&gt;&lt;li&gt;Xero / JAX feature (beta)&lt;/li&gt;&lt;li&gt;Anthropic / Claude&lt;/li&gt;&lt;li&gt;ChatGPT / OpenAI&lt;/li&gt;&lt;li&gt;Microsoft Copilot&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;b&gt;Meet Joe Woodard&lt;/b&gt;&lt;/p&gt;&lt;p&gt;Joe Woodard is the CEO of Woodard®, a company that empowers accountants and business advisors through education, coaching, resources, and consulting services, with a particular focus on Client Advisory Services (CAS). Woodard equips professionals to modernize their practices, optimize accounting software, and expand their reach.&lt;/p&gt;&lt;p&gt;Joe has trained over 150,000 professionals, is a published author, and hosts the Scaling New Heights® conference. He has been recognized by Accounting Today as one of the Top 100 Most Influential People in accounting since 2014. Joe also publishes The Woodard Report™, which reaches over 100,000 readers annually.&lt;/p&gt;&lt;p&gt;&lt;b&gt;Connect with Joe Woodard&lt;/b&gt;&lt;/p&gt;&lt;p&gt;🌐 Website: &lt;a href='https://www.woodard.com'&gt;https://www.woodard.com&lt;/a&gt;&lt;/p&gt;&lt;p&gt;👥 Linkedin: &lt;a href='https://www.linkedin.com/in/realjoewoodard/'&gt;https://www.linkedin.com/in/realjoewoodard/&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper&lt;/p&gt;&lt;p&gt;For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Visit our website: &lt;a href='https://www.ambitiousbookkeeper.com'&gt;https://www.ambitiousbookkeeper.com&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Follow the Blog: &lt;a href='https://www.ambitiousbookkeeper.com/blog'&gt;https://www.ambitiousbookkeeper.com/blog&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Connect on Instagram: &lt;a href='https://www.instagram.com/ambitiousbookkeeper'&gt;https://www.instagram.com/ambitiousbookkeeper&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Connect on Threads: &lt;a href='https://www.threads.net/@ambitiousbookkeeper'&gt;https://www.threads.net/@ambitiousbookkeeper&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Connect on Facebook: &lt;a href='https://www.facebook.com/serenashoupcpa'&gt;https://www.facebook.com/serenashoupcpa&lt;/a&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to &lt;a href='http://ambitiousbookkeeper.com/podcast'&gt;ambitiousbookkeeper.com/podcast&lt;/a&gt; and leave your review.&lt;/p&gt;&lt;p&gt;&lt;b&gt;Podcast Publishing Tools we use:&lt;/b&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Editing → Sabr Media LLC: &lt;a href='https://www.iangilliam.com/sabr-media-llc'&gt;https://www.iangilliam.com/sabr-media-llc&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Descript: &lt;a href='https://get.descript.com/u7lubkx09073'&gt;https://get.descript.com/u7lubkx09073&lt;/a&gt; (affiliate link)&lt;/li&gt;&lt;li&gt;Buzzsprout: &lt;a href='https://www.buzzsprout.com/?referrer_id=1753696'&gt;https://www.buzzsprout.com/?referrer_id=1753696&lt;/a&gt; (affiliate link)&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;a href='https://www.ambitiousbookkeeper.com/training?utm_source=podcast&amp;amp;utm_medium=ads&amp;amp;utm_campaign=free_training_evergreen_bba'&gt;Join the next free training &amp;gt;&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Get access to the &lt;a href='https://www.ambitiousbookkeeper.com/ddpodcast'&gt;Dubsado Decoded Private Podcast Series here&amp;gt;&amp;gt;&lt;/a&gt;&lt;/p&gt;</description>

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...

238 ⎸ Transforming the Accounting Landscape: A Conversation with Joe Woodard

<a target="_blank" href="https://www.buzzsprout.com/1774460/fan_mail/new">Send us Fan Mail</a>some links are affiliate linksIn this episode, I&apos;m sharing our March live Q&amp;A where I answered rapid-fire questions about running a bookkeeping firm. If you&apos;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&apos;s for you.In this episode you’ll hear:<ul><li>How to manage a shared team inbox</li><li>What to do with merchant clearing account balances at year end</li><li>Why building a 100% virtual client base can actually be easier than going local</li></ul>Resources mentioned in this episode:<ul><li>Xero**:<a href='https://xeroamericas.partnerlinks.io/79afz10exu7d'>https://xeroamericas.partnerlinks.io/79afz10exu7d</a></li></ul>For experienced bookkeepers &amp; accountants:Learn how to start your bookkeeping business in <a href='https://www.ambitiousbookkeeper.com/bba'>The Bookkeeping Business Accelerator® &gt;&gt;</a>Grab my FREE <a href='https://www.ambitiousbookkeeper.com/checklist'>Start your Bookkeeping Biz Checklist &gt;&gt;</a>Grab my FREE <a href='https://www.ambitiousbookkeeper.com/onboard'>New Client Onboarding Templates &gt;&gt;</a>For new bookkeepers:Learn the fundamental accounting skills in <a href='https://www.katieferro.com/a/38894/2PQNgtvv'>Katie Ferro&apos;s Become a Bookkeeper** &gt;&gt;</a>For creators:Become a client at my firm, Of Course Financial &gt;&gt; <a href='https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73f'>https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73f</a>For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:<ul><li>Visit my website: <a href='https://www.ambitiousbookkeeper.com/'>ambitiousbookkeeper.com</a></li><li>Subscribe to my Newsletter <a href='https://www.ambitiousbookkeeper.com/blog/'>ambitiousbookkeeper.com/blog</a></li><li>Connect on Instagram: <a href='https://www.instagram.com/ambitiousbookkeeper/'>instagram.com/ambitiousbookkeeper</a></li><li>Connect on Threads: <a href='https://www.threads.net/@ambitiousbookkeeper'>threads.net/@ambitiousbookkeeper</a></li></ul>Podcast Publishing Tools we use:<ul><li>Podcast Editing: <a href='https://www.iangilliam.com/sabr-media-llc'>Sabr Media LLC</a></li><li><a href='https://get.descript.com/u7lubkx09073'>Descript</a>**</li><li><a href='https://www.buzzsprout.com/?referrer_id=1753696'>Buzzsprou</a>t**</li></ul>AFFILIATE DISCLAIMERWe participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.<a href='https://www.ambitiousbookkeeper.com/training?utm_source=podcast&amp;utm_medium=ads&amp;utm_campaign=free_training_evergreen_bba'>Join the next free training &gt;</a> Get access to the <a href='https://www.ambitiousbookkeeper.com/ddpodcast'>Dubsado Decoded Private Podcast Series here&gt;&gt;</a>

<description>&lt;p&gt;&lt;a target="_blank" href="https://www.buzzsprout.com/1774460/fan_mail/new"&gt;Send us Fan Mail&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;b&gt;&lt;em&gt;some links are affiliate links&lt;/em&gt;&lt;/b&gt;&lt;/p&gt;&lt;p&gt;In this episode, I&amp;apos;m sharing our March live Q&amp;amp;A where I answered rapid-fire questions about running a bookkeeping firm. If you&amp;apos;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&amp;apos;s for you.&lt;/p&gt;&lt;p&gt;&lt;b&gt;In this episode you’ll hear:&lt;/b&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;How to manage a shared team inbox&lt;/li&gt;&lt;li&gt;What to do with merchant clearing account balances at year end&lt;/li&gt;&lt;li&gt;Why building a 100% virtual client base can actually be easier than going local&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;b&gt;Resources mentioned in this episode:&lt;/b&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Xero**:&lt;a href='https://xeroamericas.partnerlinks.io/79afz10exu7d'&gt;https://xeroamericas.partnerlinks.io/79afz10exu7d&lt;/a&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;b&gt;For experienced bookkeepers &amp;amp; accountants:&lt;/b&gt;&lt;/p&gt;&lt;p&gt;Learn how to start your bookkeeping business in &lt;a href='https://www.ambitiousbookkeeper.com/bba'&gt;The Bookkeeping Business Accelerator® &amp;gt;&amp;gt;&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Grab my FREE &lt;a href='https://www.ambitiousbookkeeper.com/checklist'&gt;Start your Bookkeeping Biz Checklist &amp;gt;&amp;gt;&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Grab my FREE &lt;a href='https://www.ambitiousbookkeeper.com/onboard'&gt;New Client Onboarding Templates &amp;gt;&amp;gt;&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;b&gt;For new bookkeepers:&lt;/b&gt;&lt;/p&gt;&lt;p&gt;Learn the fundamental accounting skills in &lt;a href='https://www.katieferro.com/a/38894/2PQNgtvv'&gt;Katie Ferro&amp;apos;s Become a Bookkeeper** &amp;gt;&amp;gt;&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;b&gt;For creators:&lt;/b&gt;&lt;/p&gt;&lt;p&gt;Become a client at my firm, Of Course Financial &amp;gt;&amp;gt; &lt;a href='https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73f'&gt;https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73f&lt;/a&gt;&lt;/p&gt;&lt;p&gt;For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Visit my website: &lt;a href='https://www.ambitiousbookkeeper.com/'&gt;ambitiousbookkeeper.com&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Subscribe to my Newsletter &lt;a href='https://www.ambitiousbookkeeper.com/blog/'&gt;ambitiousbookkeeper.com/blog&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Connect on Instagram: &lt;a href='https://www.instagram.com/ambitiousbookkeeper/'&gt;instagram.com/ambitiousbookkeeper&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Connect on Threads: &lt;a href='https://www.threads.net/@ambitiousbookkeeper'&gt;threads.net/@ambitiousbookkeeper&lt;/a&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;b&gt;Podcast Publishing Tools we use:&lt;/b&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Podcast Editing: &lt;a href='https://www.iangilliam.com/sabr-media-llc'&gt;Sabr Media LLC&lt;/a&gt;&lt;/li&gt;&lt;li&gt;&lt;a href='https://get.descript.com/u7lubkx09073'&gt;Descript&lt;/a&gt;**&lt;/li&gt;&lt;li&gt;&lt;a href='https://www.buzzsprout.com/?referrer_id=1753696'&gt;Buzzsprou&lt;/a&gt;t**&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;AFFILIATE DISCLAIMER&lt;/p&gt;&lt;p&gt;&lt;em&gt;We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.&lt;/em&gt;&lt;/p&gt;&lt;p&gt;&lt;a href='https://www.ambitiousbookkeeper.com/training?utm_source=podcast&amp;amp;utm_medium=ads&amp;amp;utm_campaign=free_training_evergreen_bba'&gt;Join the next free training &amp;gt;&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Get access to the &lt;a href='https://www.ambitiousbookkeeper.com/ddpodcast'&gt;Dubsado Decoded Private Podcast Series here&amp;gt;&amp;gt;&lt;/a&gt;&lt;/p&gt;</description>

Send us Fan Mail some links are affiliate links In this episode, I'm sharing our March live Q&amp;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...

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

<a target="_blank" href="https://www.buzzsprout.com/1774460/fan_mail/new">Send us Fan Mail</a>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 &quot;back-and-forth&quot; of scheduling is the fastest way to reclaim your sanity.In this episode, you’ll learn:<ul><li>The Power of the Scheduler: How to use the new 3.0 interface to set up custom meeting types with automatic Zoom or Google Meet links.</li><li>Protecting Your Energy: Using buffer times and booking maximums so you never feel &quot;back-to-back&quot; again.</li><li>Qualifying Leads: How to attach intake questionnaires to your booking link to ensure you have all the info you need before the call starts.</li><li>Paid Discovery Calls: A simple trick to prevent &quot;ghosting&quot; and ensure potential clients are serious about working with you.</li><li>The &quot;New Client Guide&quot; Strategy: Why redirecting clients to a custom thank-you page or Canva guide after they book can set the stage for a premium experience.</li></ul>Resources Mentioned:<ul><li>Dubsado* <a href='http://dubsado.com/?c=shoupcpa'>dubsado.com/?c=shoupcpa</a></li><li>Watch the Full Tutorial: See the new 3.0 interface in action over at <a href='https://www.google.com/search?q=https://youtube.com/%40ambitiousbookkeeper'>youtube.com/@ambitiousbookkeeper</a>.</li><li>Dubsado Decoded: Our signature course co-created with Dubsado Specialist Kendra Courtney. Get your firm&apos;s proposals, contracts, and workflows set up correctly the first time. <a href='https://www.google.com/search?q=https://dubsadodecoded.com'>dubsadodecoded.com</a></li><li>Free Audio Series: Want more tips on streamlining your bookkeeping business? Listen to our free series here: <a href='https://www.ambitiousbookkeeper.com/ddpodcast'>ambitiousbookkeeper.com/ddpodcast</a></li><li>Dubsado Decoded for Bookkeepers &amp; Accountants: <a href='http://dubsadodecoded.com'>dubsadodecoded.com</a></li></ul>*Affiliate link<a href='https://www.ambitiousbookkeeper.com/training?utm_source=podcast&amp;utm_medium=ads&amp;utm_campaign=free_training_evergreen_bba'>Join the next free training &gt;</a> Get access to the <a href='https://www.ambitiousbookkeeper.com/ddpodcast'>Dubsado Decoded Private Podcast Series here&gt;&gt;</a>

<description>&lt;p&gt;&lt;a target="_blank" href="https://www.buzzsprout.com/1774460/fan_mail/new"&gt;Send us Fan Mail&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Stop letting your calendar run your life! In this episode, Serena dives into the brand-new &lt;b&gt;Dubsado 3.0&lt;/b&gt; (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 &amp;quot;back-and-forth&amp;quot; of scheduling is the fastest way to reclaim your sanity.&lt;/p&gt;&lt;p&gt;&lt;b&gt;In this episode, you’ll learn:&lt;/b&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;&lt;b&gt;The Power of the Scheduler:&lt;/b&gt; How to use the new 3.0 interface to set up custom meeting types with automatic Zoom or Google Meet links.&lt;/li&gt;&lt;li&gt;&lt;b&gt;Protecting Your Energy:&lt;/b&gt; Using buffer times and booking maximums so you never feel &amp;quot;back-to-back&amp;quot; again.&lt;/li&gt;&lt;li&gt;&lt;b&gt;Qualifying Leads:&lt;/b&gt; How to attach intake questionnaires to your booking link to ensure you have all the info you need before the call starts.&lt;/li&gt;&lt;li&gt;&lt;b&gt;Paid Discovery Calls:&lt;/b&gt; A simple trick to prevent &amp;quot;ghosting&amp;quot; and ensure potential clients are serious about working with you.&lt;/li&gt;&lt;li&gt;&lt;b&gt;The &amp;quot;New Client Guide&amp;quot; Strategy:&lt;/b&gt; Why redirecting clients to a custom thank-you page or Canva guide after they book can set the stage for a premium experience.&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;b&gt;Resources Mentioned:&lt;/b&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;&lt;b&gt;Dubsado&lt;/b&gt;* &lt;a href='http://dubsado.com/?c=shoupcpa'&gt;dubsado.com/?c=shoupcpa&lt;/a&gt;&lt;/li&gt;&lt;li&gt;&lt;b&gt;Watch the Full Tutorial:&lt;/b&gt; See the new 3.0 interface in action over at &lt;a href='https://www.google.com/search?q=https://youtube.com/%40ambitiousbookkeeper'&gt;&lt;b&gt;youtube.com/@ambitiousbookkeeper&lt;/b&gt;&lt;/a&gt;.&lt;/li&gt;&lt;li&gt;&lt;b&gt;Dubsado Decoded:&lt;/b&gt; Our signature course co-created with Dubsado Specialist &lt;b&gt;Kendra Courtney&lt;/b&gt;. Get your firm&amp;apos;s proposals, contracts, and workflows set up correctly the first time. &lt;a href='https://www.google.com/search?q=https://dubsadodecoded.com'&gt;&lt;b&gt;dubsadodecoded.com&lt;/b&gt;&lt;/a&gt;&lt;/li&gt;&lt;li&gt;&lt;b&gt;Free Audio Series:&lt;/b&gt; Want more tips on streamlining your bookkeeping business? Listen to our free series here: &lt;a href='https://www.ambitiousbookkeeper.com/ddpodcast'&gt;&lt;b&gt;ambitiousbookkeeper.com/ddpodcast&lt;/b&gt;&lt;/a&gt;&lt;/li&gt;&lt;li&gt;&lt;b&gt;Dubsado Decoded for Bookkeepers &amp;amp; Accountants&lt;/b&gt;: &lt;a href='http://dubsadodecoded.com'&gt;dubsadodecoded.com&lt;/a&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;em&gt;*Affiliate link&lt;/em&gt;&lt;/p&gt;&lt;p&gt;&lt;a href='https://www.ambitiousbookkeeper.com/training?utm_source=podcast&amp;amp;utm_medium=ads&amp;amp;utm_campaign=free_training_evergreen_bba'&gt;Join the next free training &amp;gt;&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Get access to the &lt;a href='https://www.ambitiousbookkeeper.com/ddpodcast'&gt;Dubsado Decoded Private Podcast Series here&amp;gt;&amp;gt;&lt;/a&gt;&lt;/p&gt;</description>

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...

236 | Take back your time with Dubsado 3.0

The Ambitious Bookkeeper podcast is for bookkeepers &amp; 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.&nbsp; 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:&nbsp; Website: https://www.ambitiousbookkeeper.com&nbsp; BBA: https://www.ambitiousbookkeeper.com/bba&nbsp; Facebook: https://www.facebook.com/serenashoupcpa&nbsp; LinkedIn: https://linkedin.com/in/serenashoup&nbsp; Instagram: https://instagram.com/ambitiousbookkeeper

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