My Podcast Blog
The Ambitious Bookkeeper®
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...
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...
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...
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...
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 ...
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...
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, ...
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...
 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 ...
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...
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 ...
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...