151 ⎸ The Secret to Staying out of your Inbox
This solo episode is inspired by a question from our community about wrangling client communication and staying organized. Tune in to hear some practical advice to keep you out of your inbox and your business running smoothly!
In this episode...
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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