How I can help
Two ways to work with me:
Find a course that best matches the current phase of your business-building journey.
Ask me questions about your roadblocks so I can answer them on the Ambitious Bookkeeper® Podcast!
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
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Tune in to the Podcast
Most recent episodes from our Podcast Blog
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
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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 moreThe 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.
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More about me & the team
