104 ⎸ [Q&A] Goal-setting & Financial Planning
In this Q&A episode, Serena discusses the importance of goal-setting and walks you through a special visualization exercise. She also talks about how to increase leads, shares strategies for attracting the type of clients you want, and dives into the profit-first method. Come get your biz tips!
In this episode you’ll hear:
- strategies for setting money goals and time goals
- an exercise for visualizing the future
- how to pay yourself more
- tips for increasing revenue
Resources mentioned in this episode:
- The Bookkeeping Client Closer - Find your perfect fit client!
- The Bookkeeping Business Accelerator® - Launch and scale your virtual bookkeeping biz with this step-by-step online course!
Listen to the full audio here⬇
🎧 Or listen on our website here➡ ambitiousbookkeeper.com/podcast
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Connect with Ambitious Bookkeeper:
📱 On Instagram: instagram.com/ambitiousbookkeeper
📱 On LinkedIn: Linkedin.com/in/SerenaShoup
📱 On Facebook: Facebook.com/serenashoupcpa
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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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