Episode 70: Ashly Lindberg Student Spotlight
In this special episode we’re airing a student spotlight interview with an Alum of The Bookkeeping Business Accelerator. You get an inside look into a real bookkeeping business and hear from one of our amazing students! Come listen and get...
Your monthly client meetings
After client onboarding, what's next?
You've landed your first client and oboarded them, hopefully using some of the tips from this article. So now what? How do you know what you should be doing and when?
First, based on the items...
Starting a Bookkeeping Business in 2022
This post contains affiliate links. I only affiliate for programs and software I believe in and/or use myself. Using my affiliate links to purchase costs you nothing, but I do get a commission. Thank you for using...
Episode 23: What kind of Insurance do Bookkeepers Need? With Jock Wols
In this interview episode I have Jock Wols, the CEO of RiskDesk, which specializes in finding the right insurance coverage for professionals and works extensively with Accountants, Bookkeepers, and Attorneys as well as other business...
The Ambitious Bookkeeper Podcast is LIVE!
First off, welcome along the ride on a new journey. I hope this makes my content more accessible for everyone and easy to digest. The Ambitious Bookkeeper Podcast is now live, and you can subscribe wherever you listen!
How To Find Your New Bookkeeping Client
One of the most common questions bookkeepers have is “How do I find clients?” Before you decide on where to look, you first have to do a little bit of work to identify which kind of clients you want, so you know where to look for...
2020 Reflections: What worked Part 3
What worked in 2020: Delegating & Letting Go
This is a continuation of my 2020 review and of what worked. For reference, you can refer back to the first post in the series here.
How to hire for your bookkeeping firm
Toward the end...
2020 Reflections: Part 2—Planning My Weeks Ahead of Time
Back for more of “what worked in 2020.” This one I admittedly didn’t have nailed down until later in the year, but it helped SO MUCH. And when I look back, I definitely made baby steps of progress toward getting a system in place...
2020 Reflections: What Worked & What Didn't
Looking back on 2020 with pure gratitude for what worked AND what didn't—in my firm, mostly:
What worked in 2020:
showing up consistently & being me (more on this later in this blog)
planning out my weeks ahead of time—so I was...
Run Like Clockwork: Stage 3
Ok—now that we’d taken 6 months to figure out what the QBR was, I’d actually also been working really hard on all the things in stage 3: protecting & serving the QBR, even though I hadn’t quite nailed it down....
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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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