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 version of Elevate that's dripping out in early September.

Grab a notebook and your favorite drink and let's go.

In this episode you’ll hear:

• How to approach telling your current employer you're starting a firm
• My take on where clients really come from and what to focus on first when you're trying to grow.
• A full walkthrough of my client newsletter strategy
• And how I do my part-time team's employee benefits

Resources mentioned in this episode:

• Elevate https://www.ambitiousbookkeeper.com/elevate
• Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bba
• Take Command (medical expense reimbursement program for the team)
• Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d
• QuickBooks Online: https://www.referquickbooks.com/s/Serena4
• Squarespace: https://squarespace.syuh.net/AgROVN
• GoCardless: https://manage.gocardless.com/refer/us/serena/ygvg9o-amz
• Gusto : https://gusto.com/partners/i/serena591
• Liz Wilcox's Email Marketing Membership: https://serenashoup--lizwilcox.thrivecart.com/list-building-live/
• Alyssa Lang / Workflow Queen's Breakthrough: https://serenashoup.krtra.com/t/IKUxtNZoz7lF
• Kajabi: https://app.kajabi.com/r/SLFEMUL4/t/uiptq7nu
• Max Emery / GoPro Bookkeeping: https://www.skool.com/go-pro-bookkeeping/about?ref=216fd17bf3b64591bbd1f284f72ae8b7

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: https://www.ambitiousbookkeeper.com
• Follow me on YouTube: https://www.youtube.com/@ambitiousbookkeeper
• Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
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• Connect on Facebook: https://www.facebook.com/serenashoupcpa

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