『The Ambitious Bookkeeper Podcast』のカバーアート

The Ambitious Bookkeeper Podcast

The Ambitious Bookkeeper Podcast

著者: Serena Shoup CPA
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このコンテンツについて

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

© 2025 The Ambitious Bookkeeper Podcast
マネジメント・リーダーシップ リーダーシップ 個人的成功 出世 就職活動 経済学 自己啓発
エピソード
  • 202 ⎸ Healing Money Trauma with Meenadchi
    2025/06/11

    Send us a text

    In this eye-opening episode, Serena sits down with Meenadchi, an ancestral healing practitioner, to explore how intergenerational trauma impacts our relationship with money. This isn't your typical business conversation - we're diving deep into the personal stuff that affects how you run your business and serve your clients … and get a little woo!

    In this episode you’ll hear:

    • How trauma from your ancestors (even great-grandparents) lives in your body and affects your money decisions today
    • Why your "difficult" clients might not be responding because of their own money trauma - and how understanding this changes everything
    • The surprising science behind why we existed in our grandmother's bellies and what that means for inherited patterns
    • Practical exercises you can do right now to start healing your relationship with money, including writing a letter TO money

    Resources mentioned in this episode:

    • Free money magic meditation: https://meenadchi.myflodesk.com/moneymagic
    • Trauma of Money™: https://www.thetraumaofmoney.com/
    • Creme de la Creme Networking Group: https://cremedelacreme.coachesandcompany.com/

    Meet Meenadchi

    Meenadchi (she/her) is an ancestral healing practitioner, TEDx speaker, and communications expert whose work centers social change and embodied transformation. Using the modality of Family Constellation Therapy, Meenadchi supports socially-conscious changemakers and entrepreneurs heal inherited and ancestral money trauma, so that we can be paid well for our work and so that we can pour funds into our communities from a state of overflow instead of self-sacrifice. Meenadchi holds a clinical license in occupational therapy and has historically served communities impacted by gender-based violence, complex trauma, and serious mental illness. She is the author of Decolonizing Non-Violent Communication (2019) and is a faculty member with the Trauma of Money™.

    Connect with Meenadchi

    Website: http://meenadchi.com/

    Linkedin: https://www.linkedin.com/in/meenadchi/

    Instagram: https://www.instagram.com/with.meenadchi/

    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 the Blog: https://www.ambitiousbookkeeper.com/blog
    • Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
    • Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
    • Connect on Facebook: https://www.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.

    Podcas

    Join the next free training >

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    34 分
  • 201 ⎸ [Q&A] Nonprofit Niche, Software, and Standing Out as a New Bookkeeper
    2025/06/04

    Send us a text

    In this May Q&A episode, Serena dives deep into the practical side of building a bookkeeping business, covering everything from software partnerships and pricing strategies to finding your niche and standing out from the competition. She shares real-world advice on working with Xero and Gusto, addresses common struggles with client onboarding, and provides actionable tips for bookkeepers at every stage of their journey.

    In this episode you’ll hear:

    • How to handle software costs and partnerships with Xero and Gusto
    • Strategies to differentiate yourself in a crowded bookkeeping market
    • The real talk on choosing your niche and why you shouldn't let others talk you out of what you love
    • Game-changing client onboarding tactics that eliminate problem clients from day one

    Resources mentioned in this episode:

    • Xero, Gusto, QBO, Hubdoc, Jet Convert, Dubsado, Relay Bank, Squarespace, Kajabi, Bluehost & Hover
    • Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bba
    • BBA VIP upgrade option
    • Squarespace for Bookkeepers program by Tia: https://www.riledupgoats.com/ssfb
    • Bookkeeping Biz Workshops (coming August, evenings, 3 days)

    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 the Blog: https://www.ambitiousbookkeeper.com/blog
    • Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
    • Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
    • Connect on Facebook: https://www.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:

    • Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
    • Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
    • Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)

    Join the next free training at ambitiousbookkeeper.com/training

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    41 分
  • 200 ⎸ What I Learned in 2024 & Q1 of 2025
    2025/05/28

    Send us a text

    It’s the 200th episode of The Ambitious Bookkeeper Podcast and Serena pulls back the curtain on her bookkeeping firm's 2024 performance, sharing both the wins and challenges. She gets real about client churn, revenue growth, personal struggles with mold toxicity, and the hard lessons learned about communicating with clients who aren't taking crucial financial advice.

    In this episode you’ll hear:

    • Client management reality check - How one client's bankruptcy and fraud issues led to major communication style changes
    • Personal health struggles - Living in toxic mold for 2 years and how it affected business decisions and energy levels
    • 2025 strategy shifts - Moving away from high-ticket CFO services toward team-handled base packages for better work-life balance

    Resources mentioned in this episode:

    • Episode 175 | Threads: Is it Worth it? https://youtu.be/Ola7HlpRy2U
    • Elevate: https://www.ambitiousbookkeeper.com/elevate
    • Elevate Mastermind (only for program graduates)
    • Dubsado Decoded (with Kendra Courtney): https://kendracourtney.com/dubsado-decoded/
    • AI Unlocked Summit registration: https://ambitiousbookkeeper--gemmabonhamcarter.thrivecart.com/ai-unlocked/619bde31ff59d/
    • Bookkeeping Biz Workshops (launching August 2025)
    • Xero, QBO, Hubdoc, ChatGPT, Asana, Airtable, TaxJar, A2X, Dubsado
    • Business by Design (James Wedmore's program): https://www.jameswedmoretraining.com/
    • Xero Con, Podcasting Moms Conference, BBD Live, Wave Seattle
    • Prescott Area Young Professionals

    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 the Blog: https://www.ambitiousbookkeeper.com/blog
    • Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
    • Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
    • Connect on Facebook: https://www.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:

    • Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
    • Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
    • Buzzsprout:

    To fill out The State of Virtual Bookkeeping Survey, click HERE.

    For each response, I'll be donating $1 to charity: water. Learn more here.

    Join the next free training at ambitiousbookkeeper.com/training

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    53 分

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