My Podcast Blog

The Ambitious Bookkeeper®

107 ⎸ [NICHE] Unlocking the Secrets to Cannabis Bookkeeping with Sean Coggins marketing niche pricing strategies Jul 18, 2023

In this Niche Series podcast, I chat with new firm owner, Sean Coggins, about his recent jump from corporate and how he’s setup his business in his first year. He’s making a new switch to the Cannabis...

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106 ⎸ [NICHE] Bookkeeping for Female Real Estate Investors with Randy Ballen marketing Jul 11, 2023

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, pr...

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105 ⎸ [STRATEGY] Turning off the busy-ness mindset planning/organizing Jul 04, 2023

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 meeting...

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104 ⎸ [Q&A] Goal-setting & Financial Planning growing your business planning/organizing Jun 27, 2023

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 attractin...

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103 ⎸ [Q&A] Why DIY E-Commerce is no-go pricing strategies tips Jun 20, 2023

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 ...

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102 ⎸ [Q&A] Simplify Your Clients’ Onboarding Experience client-related pricing strategies tips Jun 13, 2023

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. Pl...

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101 ⎸ [Q&A] Keeping it Secure: File sharing for Bookkeepers advice filesharing hiring 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, ...

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100 ⎸ [Q&A] Booking Qualified Leads: Intake Process for Bookkeepers client-related hiring marketing tips 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 & r...

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99 ⎸ Balancing Loyalty to Clients & Loyalty to Self advice client-related 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 ...

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[BONUS] Case Study - Misa Bacon, from my very first BBA cohort bookkeeping growing your business tips 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 thi...
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98 ⎸ Balancing Client Acquisition with Delivering on Promises client-related growing your business 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
  • ...
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97 ⎸ From Public Accounting to Firm Owner with Stephen Crandall, CPA getting started growing your business hiring mindset tips 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 support@ambitio...

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