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

145 ⎸ [Q&A] Pricing, Networking, & Growing

Apr 23, 2024

In this episode, you get a sneak peek behind the curtain of my monthly live Q&As for students and inside of my free Facebook group.

In this episode you’ll hear:
  • How to start a cleanup
  • Will AI replace bookkeepers?
  • Following up with...
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140 | [Q&A] Help! My leads aren't converting!

Mar 19, 2024

In this episode I give advice and insights on various topics related to running a bookkeeping business, attracting and converting clients, pricing strategies, marketing tactics, engaging with prospects, handling follow-ups, and more.

In this...
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129 | Planning for Profit

Dec 19, 2023

In this solo episode, I’m sharing a part of my planning process for ensuring profitability. Grab your notebook (or a google sheet) and follow along in setting up your client profitability analysis!

In this episode you’ll hear:
  • How we...
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128 | [STRATEGY] Pricing & Scaling Mindset for Growth with Accala Kessler

Dec 12, 2023

Listen in like a fly on the wall for a strategy session with one of my Accelerator students!

In this episode you’ll hear:
  • Calculating client profitability
  • How to think about pricing to achieve your goals
  • Ideas for increasing value
...
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126 ⎸ Which program is right for me?

Nov 28, 2023

Have a question you want answered on the podcast? CLICK HERE TO SEND IT IN!


In this episode, I’m giving a summary of all of our current self-paced paid programs, mini courses, and workshops to help you make a decision, or maybe showcase...

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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....

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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...
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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...
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88 ⎸ Creating a Plan for Taking the Leap

Mar 07, 2023

In this episode, my right hand & leadership coach here at The Ambitious Bookkeeper is interviewing ME, Serena, on my whole background story of how we got to where we are.

In this episode you’ll hear:
  • How I got into accounting
  • Tips for...
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80 ⎸ BBA Alumni Panel: Bahiya & Penny

Jan 03, 2023

In this episode we are playing a panel interview I held with a couple of Accelerator students from a previous cohort. I thought it would be fun to take a little trip down memory lane as we kick off 2023 to inspire you whether you’re in the...

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