My Podcast Blog
The Ambitious Bookkeeper®
![102: [Q&A] Simplify Your Clients’ Onboarding Experience](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/file-uploads/blogs/22036/images/7c17d1e-e401-340f-8c3-727252073b6c_Blog_102_Thumbnail.png)
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...
![Episode 101: [Q&A] Keeping it Secure: File sharing for Bookkeepers](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/file-uploads/blogs/22036/images/cfaca-a285-788f-cfb3-e87842e24f7_Blog_101_Thumbnail.png)
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, ...
![Episode 100: [Q&A] Booking Qualified Leads: Intake Process for Bookkeepers](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/file-uploads/blogs/22036/images/2c53f41-dbc-fcde-d130-2f6dad35f22b_Blog_100_Thumbnail.png)
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...
![Episode 98.5: [BONUS] Case Study - Misa Bacon, from my very first BBA cohort](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/file-uploads/blogs/22036/images/fc6660d-2c6c-17be-0833-74db851f2b_Blog_98.5_Thumbnail.png)
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 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 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...
![Episode 96: [Leadership] How Do You Want to Change the World?](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/file-uploads/blogs/22036/images/2217aa-1e44-4aa-aa5c-aad2c3a2f43_Blog_96_Thumbnail_1_.png)
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 discove...
![Episode 95: [STRATEGY] How to Handle Prior Year Cleanup Issues](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/file-uploads/blogs/22036/images/d5a648-dcc7-351c-be75-f607c6decc8e_Blog_95_Thumbnail.png)
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 ...
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 be ...
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 ...
![Episode 92: [Leadership] Successful CEO Strategies](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/file-uploads/blogs/22036/images/cfa0522-7d30-f15a-53d-bbd26e602fa1_Blog_92_Thumbnail.png)
Join us for another mini episode on leadership with our Leadership coach, Meriah Ayer, as she takes you inside of the Leadership Blueprint to explore practical strategies you can implement to help you...
