My Podcast Blog

The Ambitious Bookkeeper®

205 ⎸ Protecting Your Clients from Audits with Ex-Irs Auditor Adrian Lopez irs tips Jul 01, 2025

Hey ambitious bookkeepers!

I just had one of the most eye-opening conversations of my career, and I'm still buzzing with excitement about sharing it with you.

Last week, I sat down with Adrian Lopez...

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204 ⎸ Q: How long should we retain client documents? planning/organizing systems & software Jun 24, 2025

Hey ambitious bookkeepers!

A few weeks ago, I received an audio question from one of my Bookkeeping Business Accelerator students that really got me thinking. She asked something that seems straightf...

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203 ⎸ Q: Is the NonProfit Sector a Viable Niche? niche Jun 17, 2025

Hey ambitious bookkeepers!

I recently received an amazing question from Steve, a CMA with 20+ years of financial management experience who's considering specializing in nonprofit bookkeeping as he la...

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202 ⎸ Healing Money Trauma with Meenadchi mindset Jun 10, 2025

Hey ambitious bookkeepers!

Have you ever wondered why certain money situations make your stomach drop, even when logically you know you're fine? Or why you have such a hard time pricing your services...

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201 ⎸ [Q&A] Nonprofit Niche, Software, and Standing Out as a New Bookkeeper niche services systems & software Jun 03, 2025

Hey ambitious bookkeepers!

After recording over 200 podcast episodes and building a successful bookkeeping firm, I've learned that success isn't just about knowing debits and credits. It's about posi...

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200 ⎸ What I Learned in 2024 & Q1 of 2025 entrepreneurship growing your business mindset May 27, 2025

Hey ambitious bookkeepers!

Well, here we are. Episode 200 of the Ambitious Bookkeeper Podcast, and honestly? I've been putting off recording this one.

I wanted to record it at the beginning of 2025,...

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199 ⎸ [Q&A] Handling Clients, Cash vs Accrual, Inventory, and Solo Bookkeeper Vacation Planning client-related planning/organizing pricing strategies May 13, 2025

Hey ambitious bookkeepers!

Are you struggling with how to price your bookkeeping services? You're not alone! In our April Live Q&A session, one of our community members shared that she received prici...

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198 | Building toward an Exit with Maggie Lord entrepreneurship services May 06, 2025

Hey ambitious bookkeepers!

Let's be real - as bookkeepers, we're often the first to know when a client is considering selling their business. Those "hypothetical" questions about cleaning up financia...

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197 ⎸ [Q&A] Tech, Pricing, Client Acquisition, & Services growing your business pricing strategies services starting your business systems & software Apr 29, 2025

Hey ambitious bookkeepers!

Are you dreaming of starting your own bookkeeping business but feeling overwhelmed by all the decisions you need to make? You're not alone. As someone who's built a success...

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196 ⎸ The Comeback Blueprint: What Every Ambitious Man Needs to Hear with Cletus Coffey entrepreneurship leadership mindset Apr 22, 2025

Hey ambitious bookkeepers!

Have you ever felt like you were chasing all the wrong things in your business and life? Maybe you've been measuring success by your bank account, achievements, or material...

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195 | Bookkeeping in the Fair Tax Era compliance planning/organizing Apr 15, 2025

Hey ambitious bookkeepers!

Okay, I have a confession to make. I've been avoiding the news lately. Sometimes I'm even surprised by the weather (like the snow that appeared after 70-degree days last we...

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194 | Organizing and Managing Work Production in Your Small Firm planning/organizing systems & software Apr 08, 2025

Hey ambitious bookkeepers!

Running a bookkeeping or accounting firm means juggling multiple clients, deadlines, and deliverables - often leading to that feeling of "I'm drowning in work!" As someone ...

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