Episode 100: [Q&A] Special Episode🍾
This is a very, very exciting & special episode because it is our 100th episode! You're in for a treat because we're pulling questions from our audience. And my team member, Tia - our bookkeeper & resident designer - is on to help...
Episode 99: Balancing Loyalty to Clients & Loyalty to Self
In this solo episode, Serena explores how to balance loyalty to clients and oneself in business. She shares her experience & insight on how to handle difficult client relationships and when it might be time to let go.
In this episode...
Episode 98.5: [BONUS] Case Study - Misa Bacon, from my very first BBA cohort
In this BONUS case study episode, you'll hear all about an amazing BBA Alum, Misa Bacon, and her bookkeeping biz journey. If you've been unsure about joining BBA, I highly recommend tuning in!
In this episode you’ll hear:
- Misa’s...
Episode 98: Balancing Client Acquisition with Delivering on Promises
In this episode, Serena talks about how to balance gaining new clients with delivering on promises for current clients.
In this episode you’ll hear:
- Prioritize communication with current clients
- Schedule specific times for client...
Episode 97: From Public Accounting to Firm Owner with Stephen Crandall, CPA
We want your questions! We’re putting together a special episode for our 100th episode. We’d love for you to submit a question to be answered on air! Record a voicenote and email it to [email protected] with the subject...
Episode 96: [Leadership] How Do You Want to Change the World?
Join us for another mini episode on leadership with our Leadership coach, Meriah Ayer, as she takes you inside of the Leadership Blueprint to share 7 questions you can ask yourself to help you discover if hiring is a fit for you. Plus, how to set...
Episode 95: [STRATEGY] How to Handle Prior Year Cleanup Issues
Listen to an on-air strategy session with one of my students!
In this episode you’ll hear:
- How to handle 10k of prior year transactions on a cleanup when the client has already filed those taxes
- How to have a conversation with a client...
Episode 94: Niche Your Brand with Mallika Malhotra
In this interview episode, I chat with Mallika Malhotra about brand strategy, niching, and positioning. A continuation of last week’s topic around marketing!
In this episode you’ll hear:
- How to begin working on your branding
- How to...
Episode 93: The Accounting Marketing Machine with Michael King
In this interview episode I have Michael King from the CFO Accelerator on to chat about marketing, branding, and positioning your firm.
In this episode you’ll hear:
- the importance of branding
- an exercise you can do to figure out why...
Episode 92: [Leadership] Successful CEO Strategies
Join us for another mini episode on leadership with our Leadership coach, Meriah Ayer, as she takes you inside of the Leadership Blueprint to explore practical strategies you can implement to help you be a successful CEO.
In this episode...
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Author
Serena Shoup, CPA
Founder + Mentor
Serena is a CPA, mom of 3, and mountain lover. She runs a virtual bookkeeping & accounting business from her home in the Arizona mountains & mentors other accountants and bookkeepers ready to start & grow their own virtual firms!
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