Episode 106: [NICHE] Bookkeeping for Female Real Estate Investors with Randy Ballen
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, pricing, and so much more!
In this episode...
Episode 105: [STRATEGY] Turning off the busy-ness
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 meetings, hiring methods, and time management...
Episode 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...
Episode 103: [Q&A] Why DIY E-Commerce is no-go
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 a closure period to focus on CEO work....
Episode 102: [Q&A] Simplify Your Clients’ Onboarding Experience
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. Plus, tips for recruiting and creating a...
Episode 101: [Q&A] Keeping it Secure: File sharing for Bookkeepers
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, hiring strategies, and more....
Episode 100: [Q&A] Booking Qualified Leads: Intake Process for Bookkeepers
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 & resident designer - is on to help...
Episode 98.5: [BONUS] Case Study - Misa Bacon, from my very first BBA cohort
In this BONUS case study episode, you'll hear all about an amazing BBA Alum, Misa Bacon, and her bookkeeping biz journey. If you've been unsure about joining BBA, I highly recommend tuning in!
In this episode you’ll hear:
- Misa’s...
Episode 99: Balancing Loyalty to Clients & Loyalty to Self
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 be time to let go.
In this episode...
Episode 98: Balancing Client Acquisition with Delivering on Promises
In this episode, Serena talks about how to balance gaining new clients with delivering on promises for current clients.
In this episode you’ll hear:
- Prioritize communication with current clients
- Schedule specific times for client...
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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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