249 ⎸ [Q&A] Starting a Firm While Employed, Hiring Advice, and Employee Benefits

This round of Live Q&A we got into some really good stuff: how to navigate starting your firm while you're still employed, why book to tax differences are completely normal and not something to lose sleep over, and how I approach the "can I afford to hire" conversation with clients (spoiler: it's rarely just about the numbers). I also pulled back the curtain on my monthly client newsletter, walked through my PTO and benefits setup for a part-time team, and gave a real update on the new version of Elevate that's dripping out in early September. Grab a notebook and your favorite drink and let's go. In this episode you’ll hear: How to approach telling your current employer you're starting a firm My take on where clients really come from and what to focus on first when you're trying to grow. A full walkthrough of my client newsletter strategy And how I do my part-time team's employee benefits Resources mentioned in this episode: Elevate https://www.ambitiousbookkeeper.com/elevate Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bba Take Command (medical expense reimbursement program for the team) Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d QuickBooks Online: https://www.referquickbooks.com/s/Serena4 Squarespace: https://squarespace.syuh.net/AgROVN GoCardless: https://manage.gocardless.com/refer/us/serena/ygvg9o-amz Gusto : https://gusto.com/partners/i/serena591 Liz Wilcox's Email Marketing Membership: https://serenashoup--lizwilcox.thrivecart.com/list-building-live/ Alyssa Lang / Workflow Queen's Breakthrough: https://serenashoup.krtra.com/t/IKUxtNZoz7lF Kajabi: https://app.kajabi.com/r/SLFEMUL4/t/uiptq7nu Max Emery / GoPro Bookkeeping: https://www.skool.com/go-pro-bookkeeping/about?ref=216fd17bf3b64591bbd1f284f72ae8b7 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 For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: https://www.ambitiousbookkeeper.com Follow me on YouTube: https://www.youtube.com/@ambitiousbookkeeper Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper Connect on Threads: https://www.threads.net/@ambitiousbookkeeper Connect on Facebook: https://www.facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc Descript: https://get.descript.com/u7lubkx09073 (affiliate link) Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)