『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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【Amazonプライム会員限定】今ならプレミアムプランが4か月 月額99円。

10月19日まで。※適用条件あり

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

© 2026 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
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  • 253 | Q&A: Xero Fresh Start or QBO Migrate, A2X, Gusto Payroll, and More

    253 | Q&A: Xero Fresh Start or QBO Migrate, A2X, Gusto Payroll, and More
    2026/10/07

    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 course is way less passive than running a bookkeeping firm.

    In this episode you’ll hear:

    • My process for QBO to Xero conversions
    • How to get more clients without burning yourself out
    • How to keep month-end moving
    • Shopify deposits and bills
    • Contractors on Gusto
    • Credit unions with no bank feeds
    • How to know when a client has outgrown your firm.

    Resources mentioned in this episode:

    • Elevate: https://www.ambitiousbookkeeper.com/elevate
    • Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bba
    • Confident Compliance Bundle: https://www.ambitiousbookkeeper.com/offers/tgPgMBJ7
    • Bookkeeping Client Closer mini course: https://www.ambitiousbookkeeper.com/closer
    • 228| Increasing Your Sales with Hunter Rademacher: https://youtu.be/aKQMePlI8UM

    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
    • 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)
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    45 分
  • 252 ⎸ Bookkeeping is NOT a commodity when done right with Katie Ferro Part 2

    252 ⎸ Bookkeeping is NOT a commodity when done right with Katie Ferro Part 2
    2026/09/30
    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 how I built my own advisory process with a practice client.In this episode you’ll hear:How to recognize when a client is asking for advisory helpHow a simple 30-minute conversation can turn an intimidating email into a quick winWhy calling it a "budget" might be killing client buy-inWhy you should bundling advisory into your packagesResources mentioned in this episode:Katie's post "Being cheap won't stop you from being broke":KPI Download: https://www.ambitiousbookkeeper.com/kpiElevate: https://www.ambitiousbookkeeper.com/elevateXero: https://xeroamericas.partnerlinks.io/79afz10exu7dDubsado: https://www.dubsado.com/?c=shoupcpaContent Snare: https://contentsnare.com/#_r_serena58Previous Episodes with KatiePart 1 of this conversation with Katie Ferro(https://youtu.be/to3aHJXefPI)225 ⎸ Recast: Become a Bookkeeper with Katie Ferro(https://www.buzzsprout.com/1774460/episodes/18369393)44 ⎸ Best Advice from Accounting Course Creators(https://www.buzzsprout.com/1774460/episodes/10445058)Meet Katie FerroKatie Ferro is a CPA, reformed rule follower, corporate escapee, and mama to three little ones.She built her bookkeeping business to surpass her corporate tax manager salary, working only the hours she used to spend commuting and without giving up her stay-at-home mom crown.Today, Katie runs her bookkeeping business while educating and empowering accountants and aspiring bookkeepers to build businesses that support their lives instead of keeping them from living them.Connect with Katie🌐 Instagram: https://instagram.com/orderlyaccountingbykatie🎙️ Katie’s Podcast: https://profitsprosecco.libsyn.com/website📈 Become a Bookkeeper Program (BABS): https://www.katieferro.com/a/38894/2PQNgtvv🧾 Life by the Books: https://www.katieferro.com/lifeThanks 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 @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank 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-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)#bookkeepingbusiness #ambitious #bookkeeper #accountant #accounting
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    1 時間 6 分
  • 251 ⎸ Bookkeeping is NOT a commodity when done right with Katie Ferro

    251 ⎸ Bookkeeping is NOT a commodity when done right with Katie Ferro
    2026/09/23
    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 the bookkeepers in this community. We get real about why our industry keeps telling you bookkeeping is a commodity (spoiler: usually to sell you something), why better books are already a form of advisory, what AI fear is actually costing you, and what I'm seeing firsthand inside a community college accounting class right now. Grab your favorite drink and join us.In this episode you’ll hear:Why the most profitable part of my firm is actually my simplest, lowest-priced bookkeepingThe low-hanging fruit that's causing clients to leave great bookkeepersHow to add advisory-level value without blowing up your business model, adding a ton of calls to your calendar, or burning outWhy I've changed my tune on recommending college accounting classes, and what I recommend insteadResources mentioned in this episode:Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bbaElevate: https://www.ambitiousbookkeeper.com/elevateXero: https://xeroamericas.partnerlinks.io/79afz10exu7dKajabi: https://app.kajabi.com/r/SLFEMUL4/t/uiptq7nuPrevious Episodes with Katie:225 ⎸ Recast: Become a Bookkeeper with Katie Ferro(https://www.buzzsprout.com/1774460/episodes/18369393)44 ⎸ Best Advice from Accounting Course Creators(https://www.buzzsprout.com/1774460/episodes/10445058)Meet Katie FerroKatie Ferro is a CPA, reformed rule follower, corporate escapee, and mama to three little ones.She built her bookkeeping business to surpass her corporate tax manager salary, working only the hours she used to spend commuting and without giving up her stay-at-home mom crown.Today, Katie runs her bookkeeping business while educating and empowering accountants and aspiring bookkeepers to build businesses that support their lives instead of keeping them from living them.Connect with Katie🌐 Instagram: https://instagram.com/orderlyaccountingbykatie🎙️ Katie’s Podcast: https://profitsprosecco.libsyn.com/website📈 Become a Bookkeeper Program: https://www.katieferro.com/a/38894/2PQNgtvvThanks 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 @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank 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-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)#becomeabookkeeper #bookkeepingbusiness #firmowner #entrepreneur #ambitious #bookkeeper #accountant #accounting
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    1 時間 22 分
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