145 ⎸ [Q&A] Pricing, Networking, & Growing
In this episode, you get a sneak peek behind the curtain of my monthly live Q&As for students and inside of my free Facebook group.
In this episode you’ll hear:
- How to start a cleanup
- Will AI replace bookkeepers?
- Following up with...
144 | Breakaway from the old Franchise model with Shea + Michelle
In this interview episode, I’m chatting with Shea & Michelle, founders of Breakaway Bookkeeping + Advising. We delve into the innovative franchise model that encourages entrepreneurship and supports a healthy work-life balance,...
143 ⎸ Retirement Planning with Matt Ruttenberg
In this interview episode I’m chatting with 401k expert, Matt Ruttenberg, and he dives into ALL things retirement planning. Seriously, this is packed with helpful info! Tune in to get strategies for planning your retirement & hear how...
142 ⎸ Am I Ready for CFO Services? With Charles Leikauf
In this interview episode, I’m chatting with Charles Leikauf, founder of Profit Surge Group, to unravel the intricacies of offering fractional CFO services within the accounting industry. Get ready to gain insights into mastering the art of...
141 ⎸ [Q&A] Podcast Interviewing for Bookkeepers
In this Q&A episode, I share insights on how to pitch yourself for podcast interviews and what topics to cover. You'll learn how to set yourself apart, deliver compelling content, and utilize real-life client experiences to engage and educate...
140 | [Q&A] Help! My leads aren't converting!
In this episode I give advice and insights on various topics related to running a bookkeeping business, attracting and converting clients, pricing strategies, marketing tactics, engaging with prospects, handling follow-ups, and more.
In this...
139 ⎸ CPA Exam Success with Dawn Edelstein
In this interview episode I chat with Dawn Edelstein, CPA Exam Success Coach, all about the keys to CPA exam success. From mindset to study methods, this episode is filled with practical advice to help you excel in your CPA exam journey. So grab...
138 ⎸ How to hire A team players with Lesley Pyle (hiremymom.com)
In this interview episode, I chat with CEO & Founder of HireMyMom.com and hear about her story working from home for the past 20+ years. We dive into lots of good stuff around hiring for your bookkeeping business, you don’t want to miss...
137 ⎸ Finish your website in a week with Tia Taylor
In this interview episode, I’m bringing Tia (my first hire!) back on to talk about all things WEBSITE DESIGN! If this has been a pain point for you in your business journey, then you’ll definitely wanna tune in!
In this episode...
136 ⎸ The BEST Bank for Clients: Relay - with Deanna Zubrickas
In this interview episode, I’m chatting with Deanna Zubrickas, a product specialist at Relay. We dive into the challenges with traditional banking methods, the partnership between Relay and Profit First, and the revamped partner program that...
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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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