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The Ambitious Bookkeeper Podcast
Serena Shoup, CPA
257 [Q&A] How I really feel about AI
NOV 4, 202655 MIN
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Description
some links are affiliate links
This live Q&A started with tactical bookkeeping questions and ended with me on my soapbox about AI. We covered capital loans, payroll, pricing, statement of cash flows, and how I balance running two businesses with my family.
Then someone asked how I’m using AI in my practice, and I gave the honest answer: Real talk, I hope I don’t get canceled for this one.
In this episode you’ll hear:
My raw opinion on AI usage
How to protect client data if you do use AI
What’s in my monthly reporting pack and the email recap clients love
How I plan my week around my family
How to price a premium package without confusing your clients
Resources mentioned in this episode:
Xero**: https://xeroamericas.partnerlinks.io/79afz10exu7d
Elevate: https://www.ambitiousbookkeeper.com/elevate
Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba
Effortless Client Requests: https://serenashoup.krtra.com/t/j7gf1iOhVBYf
AI Firm By Design: https://workflowqueen.thrivecart.com/ai-firm-by-design/
The AI Advisory Advantage: https://workflowqueen.thrivecart.com/ai-advisory/
For experienced bookkeepers & accountants:
Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator®
https://www.ambitiousbookkeeper.com/bba
Grab my FREE Start your Bookkeeping Biz Checklist
https://www.ambitiousbookkeeper.com/checklist
Grab my FREE New Client Onboarding Templates
https://www.ambitiousbookkeeper.com/onboard
For new bookkeepers:
Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper**
https://www.katieferro.com/a/38894/2PQNgtvv
For creators:
Become a client at my firm, Of Course Financial
https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73f
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit my website: https://www.ambitiousbookkeeper.com/
Subscribe to my Newsletter: https://www.ambitiousbookkeeper.com/blog/
Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper/
Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
Podcast Publishing Tools we use:
Podcast Editing: Sabr Media LLC https://www.iangilliam.com/sabr-media-llc
Descript**: https://get.descript.com/u7lubkx09073
Buzzsprout**: https://www.buzzsprout.com/?referrer_id=1753696
AFFILIATE DISCLAIMER
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.

