My Podcast Blog

The Ambitious Bookkeeper®

184 ⎸ Weekly (Micro) Reporting for Clients with Shea & Michelle bookkeeping cfo services client-related Jan 28, 2025

Hey ambitious bookkeepers!

In this interview episode, we're diving into the world of micro reporting and weekly client updates with Shea Keats and Michelle Löpez from Breakaway Advising. If...

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161 ⎸ The Alyssa + Serena Show Part 2 cfo services hiring mindset systems & software Aug 06, 2024

This interview episode is Part 2 of The Alyssa + Serena Show with my biz bestie, Alyssa Lang (Workflow Queen)! We talk about managing clients, offering advisory services, and the importance of SOPs...

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147 ⎸ Another Q&A Episode! building teams cfo services client-related irs tips May 07, 2024

In this episode you’re getting another peek inside my monthly live Q&As with my students! This time I touch on a range of topics including CFO services, hiring, AP/AR, taxes, S Corps, and...

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142 ⎸ Am I Ready for CFO Services? With Charles Leikauf cfo services growing your business Apr 02, 2024

In this interview episode, I’m chatting with Charles Leikauf, founder of Profit Surge Group, to unravel the intricacies of offering fractional CFO services within the accounting industry. Get...

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125 ⎸ Borrowed Confidence with David Richter cfo services tips Nov 21, 2023

In this interview episode, I chat with David Richter - owner of Simple CFO, a fractional CFO firm, and author of Profit First for Real Estate Investing. We talk about profit-first, offering CFO...

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93 ⎸ The Accounting Marketing Machine with Michael King advice cfo services marketing mentor/coach 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...
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82 ⎸ Elevate Alumni Panel cfo services Jan 24, 2023

For this episode, I decided to play another panel interview I held with some students from our Elevate Summer Sprint last year. They share what this course truly has to offer!

In this episode...
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81 ⎸ My Biggest Mistakes in Business cfo services growing your business mindset Jan 10, 2023

In this solo episode, I’m sharing a couple of my biggest mistakes in business and how I’ve handled them. And if you’re curious about offering higher level services (CFO/advisory)...

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