Browse our courses

Browse our courses

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

Interested in starting or growing a profitable bookkeeping business?

Watch my FREE Traning

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

How I can help

Two ways to work with me:

Find a course that best matches the current phase of your business-building journey.

Browse courses

Ask me questions about your roadblocks so I can answer them on the Ambitious Bookkeeper® Podcast!

Ask a question

Free Templates

New Client Onboarding Templates

Onboarding your clients doesn't have to be complicated, but it should be consistent.

Download these free templates:

  • đź“„ File Structure Setup
  • đź“„ New Client Document Checklist
  • đź“„ Onboarding Email Sequence

And you'll never have to:

  • re-write the same email every time you get a new client
  • remember the list of docs, etc. that you need to ask for from every new client
  • dig through your sent folder to see if you sent the welcome email

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

Download the Templates

Enter your name and email below to download your templates!

We respect your privacy. You can unsubscribe at any time.

Tune in to the Podcast

Most recent episodes from our Podcast Blog

178 ⎸ Lead Magnets & Email with Liz Wilcox

Dec 04, 2024

177 | Crafting Deliverables that Matter

Nov 27, 2024

Free Checklist

Bookkeeping Business Startup Checklist

Ready to establish your business but have no idea where to start?!

This free, thorough checklist has all the steps you'll need to follow to get your bookkeeping business started.

Hundreds of students have followed this checklist and have successful businesses now!

Download the Checklist

Enter your name and email below to download your checklist!

We respect your privacy. You can unsubscribe at any time.

Our signature programs

These signature programs are for only the most ambitious bookkeepers.

Elevate

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

Learn more

The Bookkeeping Business Accelerator®

Start & grow a scalable and fulfilling bookkeeping business in this step-by-step course designed for experienced bookkeepers and accountants.

Learn more

Nice to meet you!

Hi! I’m Serena, a CPA, business owner, and mentor. I help experienced bookkeepers and accountants start & grow their own virtual bookkeeping businesses so they can create their ideal life.

 

More about me & the team

Want all the best bookkeeping biz tips in your inbox?

Join our mailing list to get weekly podcast content, exclusive resources & tips on building your bookkeeping business, and the latest news and updates from our team.

 

We respect your privacy. You can unsubscribe at any time.

Want all the best bookkeeping biz tips in your inbox?

Get weekly podcast content and exclusive resources & tips on building your bookkeeping business.

Â