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Feeling like your bookkeeping biz hasn't reached its full potential?

Elevate your skills & client experience in just 4 weeks to become the collaborative controller or CFO that your clients need.

I'm ready to Elevate!

Hi! I'm Serena Shoup, CPA

I help experienced and aspiring accountants start and grow their own virtual bookkeeping businesses so they can create their ideal life. 

Over the past few years of running my own virtual accounting firm, I've noticed there is an abundance of small businesses that need help from qualified bookkeepers and accountants so I started mentoring others who had the desire to help these businesses.

Interested in starting or growing a profitable bookkeeping business? 👇

Watch my FREE Training

Free New Client Setup Templates

On-boarding your clients doesn't have to be complicated, but it should be consistent.

These are the exact templates I use to welcome my new clients on-board.

  • File structure setup
  • New client document checklist
  • Onboarding email sequence

This will save you loads of time because:

  • You won't be re-writing the email every time you get a new client.

  • You won't have to remember what you need from your clients each time.

  • You won't have to dig through your sent folder for the last welcome email you sent.

Download the templates

You’re almost there! Just enter your email and submit. Then your template will be delivered! We respect your privacy. You can unsubscribe at any time.

Listen to the Podcast

Check out some of our recent podcast episodes & show notes

Download the Checklist

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Free Bookkeeping Business Startup Checklist

Starting your business doesn't have to be complicated.

These are the exact steps you need to get your Bookkeeping Business started.

Hundreds of students have followed this checklist & have successful businesses now.

Elevate

Elevate your skills & client experience in just 4 weeks to become the collaborative controller or CFO that your clients need.

LEARN MORE

The Bookkeeping Business Accelerator®️

Are you ready to start or scale your bookkeeping business?

The BookkeepingBusiness Accelerator®️ is open for enrollment!

LEARN MORE
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