Episode 125: Borrowed Confidence with David Richter
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 services, and creating a business you love.
In this...
Episode 124: Mindfulness Hacks for Accountants with Vimal Bava
In this interview episode, I chat with Vimal Bava, a CPA and stress management coach. He shares his personal journey of experiencing burnout and stress in the accounting profession and how he found comfort in mindfulness and meditation practices.
...Episode 123: Are you Ready for Year End?
Feelin’ a little worried/nervous about year end? Well, in this episode I’m sharing what we do for all of our clients at year end!
In this episode you’ll hear:
- 3 things we provide ALL of our clients at year end
- When to start and...
Episode 122: Mastering your Inner Dialogue for Success and Happiness with Sharon Hefetz
In this interview episode, I have special guest Sharon Hefetz on to talk about the power of our words, inner dialogue, and intentions behind success.
In this episode you’ll hear:
- survival mode vs creative mode
- inner dialogue & self talk...
Episode 103: [Q&A] Why DIY E-Commerce is no-go
In this Q&A episode, Serena talks about her experience taking a break from social media and how it benefited her mental health. She also shares tips on managing business social media pages and taking a closure period to focus on CEO work....
Episode 102: [Q&A] Simplify Your Clients’ Onboarding Experience
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. Plus, tips for recruiting and creating a...
Episode 100: [Q&A] Booking Qualified Leads: Intake Process for Bookkeepers
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 & resident designer - is on to help...
Episode 98.5: [BONUS] Case Study - Misa Bacon, from my very first BBA cohort
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 this episode you’ll hear:
- Misa’s...
Episode 97: From Public Accounting to Firm Owner with Stephen Crandall, CPA
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 [email protected] with the subject...
Episode 96: [Leadership] How Do You Want to Change the World?
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 discover if hiring is a fit for you. Plus, how to set...
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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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