The Ambitious Bookkeeper Podcast

Updated: 19 Feb 2025 • 202 episodes
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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

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Send us a text Hey there, welcome back to The Ambitious Bookkeeper Podcast! Today, I"m chatting with Brian Greer from TaxConnex about all things sales tax. Whether you"re a sales tax newbie or just looking for a way to outsource, we"ve got you covered. So grab your favorite drink, get comfy, and let"s dive into making

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Send us a text Hey there! Welcome back to another episode of The Ambitious Bookkeeper Podcast. This week, join me as I dive into a treasure trove of archived Q&A content. We’re talking year-end tips, the ins and outs of e-commerce, using that CFO title wisely, and loads more. So grab your favorite drink, get comfy, and

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Send us a text In this video I’m demonstrating how to adjust bank balances when you’re cleaning up a Xero bank reconciliation. We’ll cover:spend money transactionsreceive money transactionsmanually reconciling transactionsconversion balances (adjusting the beginning balance) Learn how to start your bookkeeping business

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Send us a text We use OpenPhone instead of Google voice for 2FA codes and for client communication. I"ll go over that in this video and show you our setup. Here"s how to work around needing to pay for multiple users as your team grows:Make sure you have a central email inbox setup (like help@yourdomain.com or support@y

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Send us a text In this interview episode, we"re diving into the world of micro reporting and weekly client updates with Shea Keats and Michelle Röse from Breakaway Advising. If you"ve ever been curious about adding a personal touch to your client advisory, this one"s for you! In this episode you’ll hear:what micro repo

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Send us a text In this interview episode, I chat with Ryan Lazanis from FutureFirm about growth strategies and pricing tips to help streamline your firm. Whether you"re just getting started or looking to scale, Ryan shares some golden nuggets on navigating the world of accounting business with ease and purpose. In this

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