125 ⎸ Borrowed Confidence with David Richter
In this interview episode, I chat with David Richter - owner of Simple CFO, a fractional CFO firm, and author of Profit First for Real Estate Investing. We talk about profit-first, offering CFO services, and creating a business you love.
In this...
124 ⎸ Mindfulness Hacks for Accountants with Vimal Bava
In this interview episode, I chat with Vimal Bava, a CPA and stress management coach. He shares his personal journey of experiencing burnout and stress in the accounting profession and how he found comfort in mindfulness and meditation practices.
...123 ⎸ Are you Ready for Year End?
Feelin’ a little worried/nervous about year end? Well, in this episode I’m sharing what we do for all of our clients at year end!
In this episode you’ll hear:
- 3 things we provide ALL of our clients at year end
- When to start and...
122 ⎸ Mastering your Inner Dialogue for Success and Happiness with Sharon Hefetz
In this interview episode, I have special guest Sharon Hefetz on to talk about the power of our words, inner dialogue, and intentions behind success.
In this episode you’ll hear:
- survival mode vs creative mode
- inner dialogue & self talk...
121 ⎸ Replacing your corporate benefits with Karrisa Martino
How do you handle replacing those cushy corporate benefits you’ll lose when you leave your corporate job and strike out on your own?
In today's episode, I’m chatting with a benefits expert who specializes in setting up...
120 ⎸ [STRATEGY] Events, Team Training, & Automations with Becky Hesson
This week we’re airing another 1-1 strategy session with one of my students, Becky Hesson, founder of ANJUDI3!
In this episode you’ll hear:
- hiring and team training strategies
- efficient strategies for email marketing
- tips on managing...
119 ⎸ [NICHE] Accounting for Winemakers with Zane Stevens
In this NICHE series episode, I chat with Zane Stevens, a Director of Protea Financial. We delve into the challenges and opportunities that winemakers face when it comes to financial management and strategic decision-making.
In this episode...
118 ⎸ Mastering SEO with Kristen Corey
In this interview episode, I chat with Kristen Corey, a marketing savvy accountant who has a wealth of knowledge in the world of SEO and content creation. So grab a pen and get ready to take some notes!!
In this episode you’ll hear:
- ...
117 ⎸ [SYSTEMS] Scrutinize with John Rea
In this SYSTEMS episode, I chat with John Rea - creator and founder of Scrutinize, an automated bookkeeping file review tool designed to assist bookkeepers in three main areas: evaluating inherited books, conducting monthly reviews, and performing...
116 ⎸ [SYSTEMS] Jetpack Workflow with David Cristello
In this SYSTEMS episode, I chat with David Cristello, founder and CEO of Jetpack Workflow - a company that specializes in assisting bookkeeping, payroll, and tax firms in streamlining their client work and automating deadlines.
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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