Ready to start your bookkeeping business? The Bookkeeping Business Accelerator is enrolling NOW! >>>CLICK HERE!<<<


Thinking about starting your own Bookkeeping Business?

Grab my FREE checklist instead of spinning your wheels wondering where to start!

Download now!

Looking for help starting your business?

Here are some of our resources:

Bookkeeping Business Accelerator

The Bookkeeping Business Accelerator course is a step-by-step to jump-start your bookkeeping business.

Learn More

The Bookkeeping Client Closer

Having trouble getting clients? Start finding and landing your perfect fit client with this 3-part on-demand workshop.

Learn More

Onboarding on Autopilot

A step-by-step mini-course that will show you how to set up Dubsado to onboard your new clients while you sleep.

Learn More

Sales Tax Workshop

A 30-minute workshop on 
Sales Tax Basics & 
the importance of having a base level of understanding for bookkeepers.

Learn More

The Bookkeeper's Bizkit E-book

Download Now

The Ambitious Bookkeeper Podcast

Listen Now

The Ambitious Bookkeeper Blog

Read the Blog

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.

Listen to the Podcast Apply for 1-1 mentoring (waitlist)

Free New Client Onboarding Email 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.

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

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On the Blog

Check out some of our recent blog articles


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