137 ⎸ Finish your website in a week with Tia Taylor
In this interview episode, I’m bringing Tia (my first hire!) back on to talk about all things WEBSITE DESIGN! If this has been a pain point for you in your business journey, then you’ll definitely wanna tune in!
In this episode...
136 ⎸ The BEST Bank for Clients: Relay - with Deanna Zubrickas
In this interview episode, I’m chatting with Deanna Zubrickas, a product specialist at Relay. We dive into the challenges with traditional banking methods, the partnership between Relay and Profit First, and the revamped partner program that...
120 ⎸ [STRATEGY] Events, Team Training, & Automations with Becky Hesson
This week we’re airing another 1-1 strategy session with one of my students, Becky Hesson, founder of ANJUDI3!
In this episode you’ll hear:
- hiring and team training strategies
- efficient strategies for email marketing
- tips on managing...
117 ⎸ [SYSTEMS] Scrutinize with John Rea
In this SYSTEMS episode, I chat with John Rea - creator and founder of Scrutinize, an automated bookkeeping file review tool designed to assist bookkeepers in three main areas: evaluating inherited books, conducting monthly reviews, and performing...
116 ⎸ [SYSTEMS] Jetpack Workflow with David Cristello
In this SYSTEMS episode, I chat with David Cristello, founder and CEO of Jetpack Workflow - a company that specializes in assisting bookkeeping, payroll, and tax firms in streamlining their client work and automating deadlines.
In this episode...
115 ⎸ [SYSTEMS] Onboarding with Alyssa Lang
In this SYSTEMS episode, we have Alyssa Lang (Workflow Queen!) on with us again! We talk about ensuring clarity & efficiency in your client's onboarding journey, and we highlight the significance of creating seamless systems that allow for...
114 ⎸ [SYSTEMS] TaxDome for Bookkeepers with Cabot & Main
In this interview episode, I chat with Ashley & Katie of Cabot & Main, a company that specializes in helping accountants setup systems, workflows & automations.
In this episode you’ll hear:
- How Ashley & Katie created their...
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Author
Serena Shoup, CPA
Founder + Mentor
Serena is a CPA, mom of 3, and mountain lover. She runs a virtual bookkeeping & accounting business from her home in the Arizona mountains & mentors other accountants and bookkeepers ready to start & grow their own virtual firms!
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