The Ambitious Bookkeeper Podcast

By: Serena Shoup CPA
  • Summary

  • 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

    © 2024 The Ambitious Bookkeeper Podcast
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Episodes
  • 179 ⎸ Managing Your Energy in Business with Emily Leahy
    Dec 18 2024

    Send us a text

    In this interview episode, we've got Emily Leahy sharing her incredible insights on managing energy in business, especially for us ambitious women out there. Forget the hustle; it's all about syncing with your personal cycles and making life work for you. You won't want to miss these gems!

    In this episode you’ll hear:

    • optimizing energy cycles, especially for women, and viewing performance through a feminine lens
    • how women are often perceived as more emotional at work
    • why it's important to work with, not against, our natural rhythms
    • managing burnout by figuring out which energy "zone” you’re in


    Resources mentioned in this episode:

    • Efficiency Archetype Quiz
    • Work with Emily 1:1


    Meet Emily

    Emily Leahy is the founder of The Feminine Template and certified executive performance and leadership coach trained at Brown University. With over a decade of experience building companies and coaching simultaneously, she's connected the dots that truly matter. Living in San Francisco, Emily has supported side-hustling, VC-backed, bootstrapped female entrepreneurs and corporate leaders. This journey has shown her that women perform differently than men and possess dormant superpowers waiting to be activated. She's on a mission to leverage physiology to revolutionize work, wealth, and wellness for ambitious women. By aligning with natural cycles and rhythms, she helps women harness their energy, sustain optimal performance, and lead with innovation and influence.


    Connect with Emily

    • Linkedin
    • Threads
    • Website


    Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper

    For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

    • Visit our website: ambitiousbookkeeper.com
    • Follow the Blog: ambitiousbookkeeper.com/blog
    • Connect on Instagram: instagram.com/ambitiousbookkeeper
    • Connect on Threads: threads.net/@ambitiousbookkeeper
    • Connect on Facebook: Facebook.com/serenashoupcpa


    Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

    Podcast Publishing Tools we use:

    • Podcast Editing: Sabr Media LLC
    • Descript (affiliate link)
    • Buzzsprout (affiliate link)

    Join the next free training at ambitiousbookkeeper.com/training

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    39 mins
  • 178 ⎸ Lead Magnets & Email with Liz Wilcox
    Dec 4 2024

    Send us a text

    In this interview episode, we've got the amazing Liz Wilcox joining us to spill her secrets on turning email followers into friends, and eventually, loyal clients.

    In this episode you’ll hear:

    • secrets on capturing leads through strategic social media moves and savvy website setups
    • Discover the "email staircase" and turn your followers into pals, then clients
    • how Liz strategically places lead magnets all over a website
    • the power of building a solid referral network and collaborating with other business owners


    Resources mentioned in this episode:

    • Episode 56 ⎸ Infusing Personality into Your Business
    • Episode 13 ⎸ How to Use Email Marketing in Your Bookkeeping Business (Email Staircase)
    • Email Marketing Membership (affiliate link)


    Meet Liz

    The Fresh Princess of Email Marketing, Liz Wilcox is an Email Strategist and Keynote Speaker showing small businesses how to build online relationships + make real money with emails. She’s best known for selling a blog, turning a $9 offer into multiple six-figures (without ads), and helping you untangle the email “knot” with her simple framework, the Email Staircase. She loves the 90s, headbands, and the beach.


    Connect with Liz

    🎁 Free Email Swipes for Building Your Email List

    🌐 lizwilcox.com


    Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

    For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

    • Visit our website: ambitiousbookkeeper.com
    • Follow the Blog: ambitiousbookkeeper.com/blog
    • Connect on Instagram: instagram.com/ambitiousbookkeeper
    • Connect on Threads: threads.net/@ambitiousbookkeeper
    • Connect on Facebook: Facebook.com/serenashoupcpa


    Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

    Podcast Publishing Tools we use:

    • Podcast Editing: Sabr Media LLC
    • Descript (affiliate link)
    • Buzzsprout (affiliate link)

    Sign up here for the Black Friday Updates >>

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    37 mins
  • 177 | Crafting Deliverables that Matter
    Nov 27 2024

    Send us a text

    By popular request, we’ve decided to air a summit presentation I did with Josie Parr, at her Profitable Lifestyle Firm Summit. I’m talking about crafting deliverables that matter for your clients. If you’d like to see the presentation slides, head over to my YouTube Channel!

    In this episode you’ll hear how to:

    • Maximize your value
    • Shift your positioning
    • Add value


    Resources mentioned in this episode:

    • Elevate
    • Get on the waitlist for the next Profitable LifeStyle Firm Summit


    Meet Josie

    After putting in years of hard work at top 100 firms, Josie realized there was an opportunity to create a better way. She took a leap of faith and founded Josie Parr CPA LLC, a niche practice that is specifically focused on tax strategy clients.

    In her first year, she tripled her revenue goals, reduced her work hours to a part-time schedule, and spends every day doing what she loves: working in tax strategy.

    And now, her mission is to empower other tax professionals to transform into tax strategists by elevating their current skills and knowledge using the same proven systems and methods that brought her success.


    Connect with Josie

    🌐 solotaxcoach.com


    Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper

    For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

    • Visit our website: ambitiousbookkeeper.com
    • Follow the Blog: ambitiousbookkeeper.com/blog
    • Connect on Instagram: instagram.com/ambitiousbookkeeper
    • Connect on Threads: threads.net/@ambitiousbookkeeper
    • Connect on Facebook: Facebook.com/serenashoupcpa


    Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

    Podcast Publishing Tools we use:

    • Podcast Editing: Sabr Media LLC
    • Descript (affiliate link)
    • Buzzsprout (affiliate link)

    Sign up here for the Black Friday Updates >>

    Show more Show less
    28 mins

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