My Podcast Blog

The Ambitious Bookkeeper®

110 ⎸ [NICHE] Hospitality with Tyler Otto niche Aug 08, 2023

In this NICHE series interview I chat with Tyler Otto, who specializes in the Hospitality industry — from his corporate days in Finance, he’s built a successful firm and is sharing some insights about...

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109 ⎸ [NICHE] Travel & Tourism with Kirstin Reeder niche Aug 01, 2023

In this NICHE series episode, I interview Kirstin Reeder, owner of Purple Sapphire Business Solutions - which specializes in Tourism & Travel companies. Listen in as we cover a wide range of topics fo...

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108 ⎸ [NICHE] Anti-Niche with Dan Luthi niche Jul 25, 2023

In this Niche Series interview episode, I talk with Dan Luthi, Partner at Ignite Spot Accounting. This epi is particularly interesting because Dan’s firm doesn’t have a niche! So we chat about all the...

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107 ⎸ [NICHE] Unlocking the Secrets to Cannabis Bookkeeping with Sean Coggins marketing niche pricing strategies Jul 18, 2023

In this Niche Series podcast, I chat with new firm owner, Sean Coggins, about his recent jump from corporate and how he’s setup his business in his first year. He’s making a new switch to the Cannabis...

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106 ⎸ [NICHE] Bookkeeping for Female Real Estate Investors with Randy Ballen marketing Jul 11, 2023

In this interview episode I talk with the owner of a niche firm called REI Bookkeeping Babes—a firm that specializes in helping female real estate investors. We talk about her marketing strategies, pr...

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105 ⎸ [STRATEGY] Turning off the busy-ness mindset planning/organizing Jul 04, 2023

In this strategy episode, we explore pricing and differentiating value within your service packages, open up about burnout and the importance of work-life balance, and share insights into team meeting...

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104 ⎸ [Q&A] Goal-setting & Financial Planning growing your business planning/organizing Jun 27, 2023

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 attractin...

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103 ⎸ [Q&A] Why DIY E-Commerce is no-go pricing strategies tips Jun 20, 2023

In this Q&A episode, Serena talks about her experience taking a break from social media and how it benefited her mental health. She also shares tips on managing business social media pages and taking ...

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102 ⎸ [Q&A] Simplify Your Clients’ Onboarding Experience client-related pricing strategies tips Jun 13, 2023

In this episode, we’re tackling all things client onboarding. Serena shares tips on automating follow-ups, creating custom proposals, and scheduling follow-up appointments to gauge client interest. Pl...

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101 ⎸ [Q&A] Keeping it Secure: File sharing for Bookkeepers advice filesharing hiring Jun 06, 2023

On this episode, we’re airing another Q&A! This time, Serena answers questions from our very own Ambitious community! She shares tips and tricks on file-sharing systems, backup software, core values, ...

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100 ⎸ [Q&A] Booking Qualified Leads: Intake Process for Bookkeepers client-related hiring marketing tips May 30, 2023

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 & r...

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99 ⎸ Balancing Loyalty to Clients & Loyalty to Self advice client-related May 23, 2023

 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 ...

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