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The Ambitious Bookkeeper Podcast The Ambitious Bookkeeper Podcast Serena Shoup, CPA Titans of the Trades | Straight-Talk for Scaling Your Construction Business Titans of the Trades | Straight-Talk for Scaling Your Construction Business Ryan Englin Teacher Business School: TPT, Homeschool, & Beyond Teacher Business School: TPT, Homeschool, & Beyond Lindsay Bowden Marketing Without Socials | Strategies Beyond The Algorithm For Christian Women Entrepreneurs Marketing Without Socials | Strategies Beyond The Algorithm For Christian Women Entrepreneurs Jan Touchberry - Brand Development Consultant & Digital Marketing Expert Customer Success Career Coach, Career Tips and Proven Job Interview Strategies For Every Customer Success Manager Customer Success Career Coach, Career Tips and Proven Job Interview Strategies For Every Customer Success Manager Carly Agar | Customer Success Career Coach Crypto Collective Crypto Collective Matthew Fraser Fraud Forward Fraud Forward Hailey Windham The Marketing Factory The Marketing Factory Marissa Candy Studio A Studio A Aderant Finance Girlies: Money Conversations for Gen Z and Millennial Women Finance Girlies: Money Conversations for Gen Z and Millennial Women Emily & Cassidy | Resident Finance Girlies She's Not Selling She's Not Selling Brooke & Tash Better Bad Ideas with Sean O'Brien Better Bad Ideas with Sean O'Brien 7EQUIS WTF is Business Casual WTF is Business Casual Rise Human Resources More Than Money More Than Money Art Rainer Prof G Markets Prof G Markets Vox Media Podcast Network Millionærklubben Millionærklubben Euroinvestor Dr. Julian Hosp - KI, Finanzen, Unternehmertum und Performance Dr. Julian Hosp - KI, Finanzen, Unternehmertum und Performance Dr. Julian Hosp 早点生活 早点生活 虎嗅APP 兆華與股惑仔 兆華與股惑仔 李兆華 CFO Podcast CFO Podcast Peter De Roeck 下班經濟學 下班經濟學 風傳媒 Forging Brains Podcast Forging Brains Podcast Gavine Cooper CASE STUDIES CASE STUDIES Casey Baugh Leaders Worth Knowing Podcast Leaders Worth Knowing Podcast Leaders Women Changing Leadership with Stacy Mayer Women Changing Leadership with Stacy Mayer Stacy Mayer Life Insurance Academy Podcast Life Insurance Academy Podcast Life Insurance Academy EntreLeadership EntreLeadership Ramsey Network Idea to Startup Idea to Startup Brian Scordato | Tacklebox Global Market Insights - Forex, Futures, Stocks Global Market Insights - Forex, Futures, Stocks XM.com Teachers in Transition: Career Change and Real Talk for Burned-Out Teachers Teachers in Transition: Career Change and Real Talk for Burned-Out Teachers Vanessa Jackson Fullerton Unfiltered Fullerton Unfiltered Brian Fullerton Small Business Tax Savings Podcast Small Business Tax Savings Podcast Mike Jesowshek, CPA Bitcoin And | Bitcoin & Economic News Bitcoin And | Bitcoin & Economic News David Bennett | Bitcoin & Economic News The Law Firm Marketing Minute The Law Firm Marketing Minute Spotlight Marketing + Branding The Personal Finance Podcast The Personal Finance Podcast Andrew Giancola South Asian Trailblazers South Asian Trailblazers Simi Shah | Trailblazers Media Agency Intelligence: The Insurance Podcast Network Agency Intelligence: The Insurance Podcast Network Agency Intelligence
The Ambitious Bookkeeper Podcast

Business

The Ambitious Bookkeeper Podcast

Serena Shoup, CPA

242 ⎸ 2026 Survey Results Breakdown w/ Alyssa Lang

July 01, 2026 2:00am 56 min

Alyssa and I are back, and this time we actually hit record (lesson learned from last year, ha). We just closed year two of the State of the Virtual Bookkeeping and Accounting Industry survey, and we sat down to dig into...

241 ⎸ The State of Virtual Bookkeeping Industry with Alyssa

June 01, 2026 2:00pm 58 min

I'm joined in person by my biz bestie Alyssa Lang of Workflow Queen, and we are SO pumped to talk about the return of the Virtual Bookkeeper Industry Survey round two, baby! We're going bigger, better, and more intention...

240 | [Q&A] 1st Thing to Automate, Building Rapport with Clients, & Intuit vs Gusto Payroll

May 20, 2026 2:00am 39 min

This episode is a replay of my April 2026 live Q&A, and we cover a ton of ground that I know so many of you are dealing with right now.Whether you're just starting out and trying to figure out where to even begin with au...

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

May 06, 2026 1:00am 1:01

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 wan...

Announcement: Closing Elevate

May 05, 2026 2:00pm 5 min

Get all the info and join before Midnight Pacific Time on May 9, 2026:https://www.ambitiousbookkeeper.com/elevate/?coupon_code=REVAMP

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

April 29, 2026 12:00am 37 min

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 ...

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

April 22, 2026 2:00am 40 min

some links are affiliate linksIn this episode, I'm sharing our March live Q&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 micr...

236 | Take back your time with Dubsado 3.0

April 15, 2026 2:00am 4 min

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, ...

235 ⎸ Why I only use Xero

April 08, 2026 2:00am 30 min

I've been getting this question for years, and since I'm now on YouTube and Xero keeps rolling out new features, it was time to give this topic a serious refresh. In this episode, I'm breaking down all the reasons why I ...

234 | April Podcast Update

April 01, 2026 2:00am 5 min

This is a podcast update & what to expect here on the podcast for the month of April!Check out this week’s YouTube Video >>The New Xero Partner HubThanks for listening. If this episode inspired you in some way, take a sc...

233 ⎸ No More Arbitrary Price Increases [vlog]

March 25, 2026 2:00am 16 min

This one is a little different. One day in February I decided to vlog my day.. a sort of behind the scenes of my day. I wasn’t sure what I was going to use this footage for. And then… I was inspired a couple weeks ago (b...

232 | Using AI in Bookkeeping

March 18, 2026 2:00am 22 min

AI is changing the bookkeeping game, but it's not replacing us anytime soon.In this episode, I'm pulling back the curtain on Xero's built-in AI feature, JAX (Just Ask Xero), and walking you through exactly how we're test...

231 | I’ve got a surprise!

March 11, 2026 4:00pm 41 min

I have a big announcement to share and I've been so excited to finally let the cat out of the bag! Erin Pohan, one of our OG community members and founder of UpKeeping®, is joining me as co-coach for this upcoming cohort...

230 | [Q&A] AI Tools, Pricing, and Onboarding

March 04, 2026 4:00pm 36 min

From AI tools and scope creep to finding your first clients and onboarding systems, whether you're just dreaming about starting a bookkeeping business or you're a few years in, there's something in here for you.In this e...

228 | [Q&A] Partnerships, Profit First, and Complex Client Situations

February 11, 2026 1:00am 35 min

Welcome back to our monthly live Q&A! We took a little break, but we're back and ready to tackle all your burning questions about building your bookkeeping business. Whether you're just getting started or scaling your fi...

227 | Increasing Your Sales with Hunter Rademacher

January 28, 2026 1:00am 50 min

In this episode, Serena interviews Hunter Rademaker and they talk about Hunter’s expertise on sales in accounting, emphasizing client qualification, communication, advisory roles, and strategic hiring for growth.In this ...

226 | Need to know OBBBA highlights for Bookkeepers Adrian Lopez

January 14, 2026 1:00am 57 min

The 'One Big Beautiful Bill' introduces significant tax changes for 1099s, depreciation, and employer credits, emphasizing meticulous bookkeeping for compliance and savings. Listen in to the conversation with Adrian & Se...

225 ⎸ Recast: Become a Bookkeeper with Katie Ferro

December 17, 2025 1:00am 1:12

Before we close things down for the holidays, I decided to bring back one of my favorite interviews from the vault. In 2021 during one of our Bookkeeping Biz Workshop rounds, I brought Katie on to chat about a program sh...

224 | Using Human-First AI for Visibility with Kelly Sinclair

December 10, 2025 1:00am 45 min

I had the best conversation with Kelly Sinclair about something that's been on my mind (and probably yours too): how to actually use AI without losing the human connection that makes your business YOU. We dive deep into ...

223 | Using AI Securely + to Land Clients with Kelsey Silver

December 03, 2025 1:00am 40 min

In this episode, I'm chatting with my friend Kelsey Silver about something so many of you have been asking about - how the heck are we supposed to use AI without compromising our clients' security? Kelsey has a super uni...

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