The Ambitious Bookkeeper Podcast

Updated: 07 Jul 2025 • 221 episodes
theambitiousbookkeeperpodcast.buzzsprout.com

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

Show episodes

Send us a text This bonus episode features the live recording from Wave Seattle, where I joined forces with Alyssa Lang (the Workflow Queen) and event host Erin Pohan for an authentic conversation about business, friendship, and finding your people in the accounting industry. We shared our "biz bestie" origin story, ta

46 min
00:00
46:07
No file found

Send us a text In this episode, I had the incredible opportunity to sit down with Adrian Lopez, a former IRS revenue agent turned CPA, who just left the IRS last month to start his own practice. Adrian pulls back the curtain on what really happens during IRS audits and shares insider secrets that every bookkeeper and b

60 min
00:00
01:00:21
No file found

Send us a text In this episode, I"m tackling a listener question about document retention in our digital age. You know how we used to worry about keeping physical files for 3, 5, or 7 years? Well, now that everything"s digital and stored in the cloud, does that change our retention strategy? Spoiler alert: it"s way mor

16 min
00:00
16:58
No file found

Send us a text In this episode, I"m answering an audience question about whether the nonprofit sector is a viable niche for a new bookkeeping firm. I dive deep into the pros and cons of specializing in nonprofits and share actionable strategies for making this niche work. What You Can Expect to HearHow to overcome the

14 min
00:00
14:55
No file found

Send us a text In this eye-opening episode, Serena sits down with Meenadchi, an ancestral healing practitioner, to explore how intergenerational trauma impacts our relationship with money. This isn"t your typical business conversation - we"re diving deep into the personal stuff that affects how you run your business an

35 min
00:00
35:04
No file found

Send us a text In this May Q&A episode, Serena dives deep into the practical side of building a bookkeeping business, covering everything from software partnerships and pricing strategies to finding your niche and standing out from the competition. She shares real-world advice on working with Xero and Gusto, addresses

41 min
00:00
41:53
No file found

Show participants