>> Ready to Elevate your bookkeeping biz? Join me inside ELEVATE. <<

101 ⎸ [Q&A] Keeping it Secure: File sharing for Bookkeepers

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, hiring strategies, and more....

Continue Reading...

100 ⎸ [Q&A] Booking Qualified Leads: Intake Process for Bookkeepers

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 & resident designer - is on to help...

Continue Reading...

[BONUS] Case Study - Misa Bacon, from my very first BBA cohort

May 23, 2023

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...
Continue Reading...

99 ⎸ Balancing Loyalty to Clients & Loyalty to Self

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 be time to let go.

In this episode...
Continue Reading...

98 ⎸ Balancing Client Acquisition with Delivering on Promises

May 16, 2023

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...
Continue Reading...

97 ⎸ From Public Accounting to Firm Owner with Stephen Crandall, CPA

May 09, 2023

We want your questions! We’re putting together a special episode for our 100th episode. We’d love for you to submit a question to be answered on air! Record a voicenote and email it to [email protected] with the subject...

Continue Reading...

96 ⎸ [Leadership] How Do You Want to Change the World?

May 02, 2023

Join us for another mini episode on leadership with our Leadership coach, Meriah Ayer, as she takes you inside of the Leadership Blueprint to share 7 questions you can ask yourself to help you discover if hiring is a fit for you. Plus, how to set...

Continue Reading...

95 ⎸ [STRATEGY] How to Handle Prior Year Cleanup Issues

Apr 25, 2023

Listen to an on-air strategy session with one of my students!

In this episode you’ll hear:
  • How to handle 10k of prior year transactions on a cleanup when the client has already filed those taxes
  • How to have a conversation with a client...
Continue Reading...

94 ⎸ Niche Your Brand with Mallika Malhotra

Apr 18, 2023

In this interview episode, I chat with Mallika Malhotra about brand strategy, niching, and positioning. A continuation of last week’s topic around marketing!

In this episode you’ll hear:
  • How to begin working on your branding
  • How to...
Continue Reading...

93 ⎸ The Accounting Marketing Machine with Michael King

Apr 11, 2023

In this interview episode I have Michael King from the CFO Accelerator on to chat about marketing, branding, and positioning your firm.

In this episode you’ll hear:
  • the importance of branding
  • an exercise you can do to figure out why...
Continue Reading...
1 2 3 4 5 6 7 8 9 10 11
Close

50% Complete


Get notified as soon as it's available!

Fill out the info below to sign up for the waitlist.