Episode 77: What Happens To Your Business if Something Happens To You? With Julee Yokoyama
In this interview episode, I chat with Julee Yokoyama, a small business operational consultant who specializes in helping small businesses create contingency plans and succession planning. She helps people answer the question: “If something...
Episode 76: Being Present is the Most Profitable Thing You Can Do with Katie Fleming
I interview Katie Fleming, an intuitive business coach, and we talk about how your presence is the most profitable thing you can do, how to bridge your life with your business, and the number one thing you can do to level up in your business....
Episode 75: How to Leverage Your Expertise with Sabrina Parsons, CEO of LivePlan
I interview the CEO of LivePlan and we chat about work-life balance as a mom, discussions to have with clients, and how LivePlan can help support those discussions.
In this episode you’ll hear:
- the mindset shift Sabrina had to make as CEO...
Episode 74: Building an Enduring Business with Natalie Eckdahl
In this episode, I get to interview one of my favorite podcast hosts, Natalie Eckdahl, from Biz Chix Inc. She shares a wealth of knowledge with us on outsourcing, building an enduring business, and building an agency model.
In this episode...
Episode 73: Taking Over Your Parents’ Accounting Firm with Erin Andrews
In this Interview episode, I chat with Co-host Erin Andrews of the Owners & Operations podcast for Accountants. We talk about the “traditional firm model” and creating a different work environment for our future accountants.
In...
Episode 72: The Other Side of the Burnout Bridge with S² (Scott Scarano)
Scott Scarano - fellow Xero enthusiast, podcaster, and firm owner joins me today to riff more on getting through burnout, purpose, and building things YOUR way. If you don’t like hearing how human other accountants actually are, don’t...
Episode 71: What To Do When Everything Seems Too Much
In this solo episode, I’m giving you 7 simple steps to use when you feel like throwing in the towel or burning it all down. Entrepreneurship is hard. You’re not alone.
In this episode you’ll hear:
- How to silence the noise
- How to...
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...
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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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