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The Ambitious Bookkeeper Podcast: Daily Summaries Delivered
by Serena Shoup, CPA
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 2 weeks ago10 min
255 | Brand New to Advisory? Start Here
some links are affiliate links Advisory doesn’t have to be complicated. In this episode, I’m breaking down the simplest way to start offering advisory services inside your bookkeeping packages. I call it “advisory lite,” and it’s included in every service tier we offer, even the lowest one. If you’ve been wanting to dip your toe into advisory but don’t know where to start, this is your starting point. And if enough of us start doing this, we can change how people see bookkeepers altogether. I...
- 3 weeks ago43 min
254 | Trusting Your Team & Stepping into Advisory with Anne Napolitano
You don’t need to add budgeting and forecasting to your menu to start delivering advisory-level value. In this episode, I sit down with Anne Napolitano, a former Hermès controller turned private chef turned owner of a 10-person restaurant-focused accounting firm. We get into the small shifts in your services and your marketing that change how clients see your value, plus how Anne went from doing everything herself to leading a team that has stuck with her for years. Grab a notebook, my friend...
- Oct 7, 202644 min
253 | Q&A: Xero Fresh Start or QBO Migrate, A2X, Gusto Payroll, and More
In this September live Q&A, we covered a lot of ground. We talked about whether to convert a client from QBO to Xero or start fresh, how to realistically land more clients heading into 2026, and how I handle clients who won't send receipts no matter how many times you ask. We also got into Shopify bookkeeping, paying contractors, what to do when a credit union is making your life miserable, and the moment I know it's time to walk away from a client. Plus, I spill the tea on why creating a...
- Sep 30, 20261h 6m
252 ⎸ Bookkeeping is NOT a commodity when done right with Katie Ferro Part 2
Katie Ferro is back for part two, and we picked up right where we left off with Katie's line that stuck with me all week: if you don't have a stance, it's because you're not in the room enough. The same goes for advisory. You won't feel confident until you put yourself in the room, and you can't get in the room until you build some confidence. So we talked about how to break that cycle. Katie shared three real client emails from the last 10 days that were quietly asking for more, and I shared...
- Sep 23, 20261h 22m
251 ⎸ Bookkeeping is NOT a commodity when done right with Katie Ferro
I've been connected with Katie Ferro since the very beginning of my business. I literally found her on a podcast while I was on maternity leave dreaming about starting a bookkeeping business, and I probably reached out to her like a weirdo on Instagram. We reconnected recently, had a conversation that was way too good to keep to ourselves, and decided to hit record. This one is a true coffee shop conversation between two industry friends who care a whole lot about competence, integrity, and t...
- Sep 16, 202649 min
250 | X2Uno: The Chrome Extension for Xero with Mark Corum
What if the tool you've been waiting for, the one that finally makes Xero as efficient as QuickBooks with Right Tool, already exists, and it's being built by a former bookkeeper who accidentally fell into coding? In this episode, Serena sits down with Mark Corum, the developer behind X2Uno and Right Tool, to talk about building Chrome extensions for accounting software, the surprising parallels between bookkeeping and programming, and why the tech world's pricing model might be completely bac...
- Sep 8, 202651 min
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 ve...
- Sep 2, 202635 min
248 | How to Be a Collaborative Professional with Emily Bowie
I got to reconnect with Emily Bowie, a partner at Thorne Advisors, and someone I actually met years ago in a tiny mastermind back when she was doing something completely different in her business. We talked about what actually makes a partnership work (and what makes it collapse), why staying in your lane protects your reputation, how bookkeepers can collaborate with tax pros instead of competing with them, and why quality standards matter so much in an industry where anybody can hang a shing...
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About The Ambitious Bookkeeper Podcast
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.
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Frequently Asked Questions
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