My Podcast Blog

The Ambitious Bookkeeper®

185 ⎸ Correcting Bank Balances in Xero bookkeeping Feb 06, 2025

Hey ambitious bookkeepers!

In this video I’m demonstrating how to adjust bank balances when you’re cleaning up a Xero bank reconciliation.

 

I suggest watching the video...

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184 ⎸ Weekly (Micro) Reporting for Clients with Shea & Michelle bookkeeping cfo services client-related Jan 28, 2025

Hey ambitious bookkeepers!

In this interview episode, we're diving into the world of micro reporting and weekly client updates with Shea Keats and Michelle Löpez from Breakaway Advising. If...

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183 ⎸ Keys to Growth & Pricing with Ryan Lazanis growing your business pricing strategies Jan 21, 2025

Hey ambitious bookkeepers!

In this interview episode, I chat with Ryan Lazanis from FutureFirm about growth strategies and pricing tips to help streamline your firm. Whether you're just getting...

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182 ⎸ The #1 Event to Attend this Year with Erin Pohan networking Jan 14, 2025

Hey ambitious bookkeepers!

In this interview episode we've got the incredible Erin Pohan joining us to talk all about her journey in accounting, and to share some exciting news about WAVE, the...

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181 ⎸ 1099 Training - Updates for 2025 compliance irs tips Jan 07, 2025

Hey ambitious bookkeepers!

Welcome to 1099 Season! If this is your first 1099 season, buckle up, I’m here to help! Tune in today to hear an overview of what to know about 1099s so...

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180 ⎸ How to Make this Year More Profitable growing your business planning/organizing Dec 31, 2024

Hey ambitious bookkeepers!

In this solo episode, we’re diving into some killer strategies to boost your profits in the new year. We’ll chat about updating your systems, tracking those...

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179 ⎸ Managing Your Energy in Business with Emily Leahy home & lifestyle practices time management Dec 17, 2024

Hey ambitious bookkeepers!

In this interview episode, we've got Emily Leahy sharing her incredible insights on managing energy in business, especially for us ambitious women out there. Forget the...

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178 ⎸ Lead Magnets & Email with Liz Wilcox marketing networking Dec 03, 2024

Hey ambitious bookkeepers!

In this interview episode, we've got the amazing Liz Wilcox joining us to spill her secrets on turning email followers into friends, and eventually, loyal clients.

 ...
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177 | Crafting Deliverables that Matter bookkeeping services Nov 26, 2024

Hey ambitious bookkeepers!

By popular request, we’ve decided to air a summit presentation I did with Josie Parr, at her Profitable Lifestyle Firm Summit. I’m talking about crafting...

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176 ⎸ How to Transform Clients into Your Biggest Cheerleaders with Madelyn Furlong marketing Nov 19, 2024

Hey ambitious bookkeepers!

In this interview episode, I’m hanging out with marketing whiz Madelyn Furlong. We’re diving into how to turn your clients into mega-fans that'll rave about...

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175 ⎸ Threads: Is it worth it? marketing networking Nov 12, 2024

Hey ambitious bookkeepers!

In this solo episode, I’m diving into the world of Threads. Is it the next best thing for bookkeepers or just another time-sink? Let's figure it out together.

...
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174 ⎸ Sustainable Money Practices with Kara Perez home & lifestyle practices mindset Nov 05, 2024

Hey ambitious bookkeepers!

In this interview episode, I chat with money guru Kara Perez about merging sustainable living with smart financial practices. If you've ever been curious how to save some...

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