Attract & close your ideal bookkeeping clients as an introvert in 90 days 👉 Go Pro Bookkeeping

In this episode of Millionaire Bookkeeper, Kim Kelleher shares how she went from a 10-year career break to raising four kids and co-founding Luma Accounting—a fully remote, women-owned bookkeeping and accounting firm built around flexibility, intentional branding, and delivering the "BEST. EXPERIENCE. EVER."

Kim reveals how a people-first culture, strong partnerships, and a clear mission have helped Luma attract top talent, delight clients, and build a business that stands out in a crowded industry. We discuss creating a memorable brand, hiring for culture, qualifying the right clients, building a remote team, and why "radical candor" has become one of the firm's greatest competitive advantages.

You'll also hear how Kim and her team use creative branding—from Lantern Leaders and Lightkeepers to Glow Sessions—to turn company values into an unforgettable client and employee experience.

Kim also shares the inspiration behind Women+Workplaces, an organization dedicated to connecting women with flexible, part-time career opportunities that fit different seasons of life.

Whether you're launching your bookkeeping business or scaling an established firm, this episode is packed with practical insights on creating a business people love to work for—and clients can't stop referring.

Thank you to our sponsor, Time Capital University!

Connect with Kim:

Website | Luma Accounting

Website | Women+Workplaces

Email | kim.kelleher@lumaaccounting.com

LinkedIn | @KimKelleher

Resources

Get Clients in 90 days as an Introverted Bookkeeper 👉 Go Pro Bookkeeping

Master Bookkeeping for Real Estate Investors (REIs) in 90 days 👉 Bookkeeping for REI

YouTube | @MillionaireBookkeeper

Instagram | @MillionaireBookkeeper

LinkedIn | @MaxEmory

TikTok | @MillionaireBookkeeper0

Facebook | @theMaxEmory

Bookkeeping Firm | Time Capital Bookkeeping

#millionairebookkeeper #maxemory #podcast #bookkeeping #accounting #entrepreneurship #millionairebookkeeperpodcast #bookkeepingpodcast #sharingsecrets #growyourbusiness #businesssuccessstories

Introducing the Millionaire Bookkeeper Podcast, a bi-weekly show on streaming platforms and YouTube, featuring successful bookkeeping and accounting entrepreneurs who share their biggest wins, losses, and lessons learned to inspire and educate industry peers.

Resources

Get Clients in 90 days as an Introverted Bookkeeper 👉 Go Pro Bookkeeping

Master Bookkeeping for Real Estate Investors (REIs) in 90 days 👉 Bookkeeping for REI

YouTube | @MillionaireBookkeeper

Instagram | @MillionaireBookkeeper

LinkedIn | @MaxEmory

TikTok | @MillionaireBookkeeper0

Facebook | @theMaxEmory

Bookkeeping Firm | Time Capital Bookkeeping

#millionairebookkeeper #maxemory #podcast #bookkeeping #accounting #entrepreneurship #millionairebookkeeperpodcast #bookkeepingpodcast #sharingsecrets #growyourbusiness #businesssuccessstories

Attract and Close Bookkeeping Clients you LOVE to work with in 90 days...as an Introvert. 👉 Go Pro Bookkeeping

In this episode of Millionaire Bookkeeper, Serena Shoup shares her journey from corporate CPA and single mom to founder of two thriving businesses: Of Course Financial and The Ambitious Bookkeeper.

Serena reveals how intentional business design, strong relationships, and the right mindset helped her build a successful bookkeeping business without sacrificing family, happiness, or freedom. We discuss attracting your first clients, niching down, scaling smartly, creating a positive company culture, and transitioning from bookkeeper to trusted CFO advisor.

She also shares insights from her Elevate program, designed to help bookkeepers develop CFO-level skills, overcome perfectionism, and grow profitable businesses on their own terms.

Whether you're launching your bookkeeping firm or looking to scale, this episode is packed with practical strategies and mindset shifts to help you build a business that supports the life you want.

Thank you to our sponsor, Time Capital University!

Connect with Serena:

Website | ofcoursebookkeeping.com

Website | ambitiousbookkeeper.com
Offer | Elevate

Email | Serena@ambitiousbookkeeper.com
YouTube, Instagram & Threads: @ambitiousbookkeeper

Resources

Get Clients in 90 days as an Introverted Bookkeeper 👉 Go Pro Bookkeeping

Master Bookkeeping for Real Estate Investors (REIs) in 90 days 👉 Bookkeeping for REI

YouTube | @MillionaireBookkeeper

Instagram | @MillionaireBookkeeper

LinkedIn | @MaxEmory

TikTok | @MillionaireBookkeeper0

Facebook | @theMaxEmory

Bookkeeping Firm | Time Capital Bookkeeping

#millionairebookkeeper #maxemory #podcast #bookkeeping #accounting #entrepreneurship #millionairebookkeeperpodcast #bookkeepingpodcast #sharingsecrets #growyourbusiness #businesssuccessstories