Send us a textBy popular request, we’ve decided to air a summit presentation I did with Josie Parr, at her Profitable Lifestyle Firm Summit. I’m talking about crafting deliverables that matter for your clients. If you’d like to see the presentation slides, head over to my YouTube Channel!In this episode you’ll hear how to:Maximize your valueShift your positioningAdd valueResources mentioned in this episode:ElevateGet on the waitlist for the next Profitable LifeStyle Firm SummitMeet JosieAfter...

Send us a textIn this interview episode, I’m hanging out with marketing whiz Madelyn Furlong. We’re diving into how to turn your clients into mega-fans that'll rave about your business. From personal touches to killer marketing strategies, we've got you covered.In this episode you’ll hear:how having all your marketing needs handled by one team can save you tons of stress and timestories and tips on how adding a human touch can set your business aparthow to keep things ultra-organized to respe...

Send us a textIn this solo episode, I’m diving into the world of Threads. Is it the next best thing for bookkeepers or just another time-sink? Let's figure it out together.In this episode you’ll hear:the lowdown on what Threads ishow Threads can pull over your Instagram followershow, in just three months, Threads helped me land a bunch of podcast interviews, a guest workshop, and even snag some new clientstips on managing your time on ThreadsResources mentioned in this episode:Follow me on Th...

Send us a textIn this interview episode, I chat with money guru Kara Perez about merging sustainable living with smart financial practices. If you've ever been curious how to save some green while going green, you'll love this one!In this episode you’ll hear:practical, sustainable money practices that fit right into your life without breaking the bankadvice on tackling emotional money barriersreal-life stories on how folks save money while going greenhow Kara landed a book dealadvice on manag...

Send us a textIn this interview episode, we've got Nicole Ayub, the fabulous Wall Street Girl Next Door, sharing her insights on money stories, emotional hang-ups, and shaking off that pesky shame around finances. Get ready to dive deep and rethink your money mindset!In this episode you’ll hear:why we're all feeling funky about our finances and how to fix ita money exercise that'll help you discover what's really going on in that wallet of yoursunderstanding your "money story”some real talk o...

Send us a textIn this interview episode I chat with Corree Roofener about how defining your personal and business values can transform your life. From nature walks & spiritual growth to aligning ethics to enhance your business, we're diving deep into what truly matters!In this episode you’ll hear:The overlap of business and personal valuesFoundational pillars of wealthAudit your values annuallyLeaving a legacy that’s different from what society expectsResources mentioned in this episode:F...

Send us a textIn this interview episode, we dive into the world of bookkeeping with a twist—neurodiversity. Join me as I chat with Aneisha Velazquez from Yellow Sky Bookkeeping. She’s sharing her unique journey with autism and ADHD while offering tips on building better systems and communication. Grab a cup of coffee, and let’s get into it!In this episode you’ll hear:energy-focused schedulingthe art of setting boundaries in client work to keep your peace of mindhow to explain bookkeeping ling...

Send us a textIn this interview episode, we're continuing our neurodivergent series and diving into the inspiring journey of Amy Burgess, a fellow neurodivergent and brilliant bookkeeper. If you're curious about building a business that truly reflects who you are and want some killer insights into making it happen, you don't wanna miss this one.In this episode you’ll hear:newer bookkeeping biz ownerher path into bookkeepinghow bookkeeping works for ND mindtips for operating with AuADHDtips fo...

Send us a textThis is the first of a series we will be having on the podcast, all around neurodivergent businesses & bookkeepers. You can find these episodes by searching [ND] in brackets on our blog.In this episode you’ll hear:How to declutter & create systems in your homeOperating a business with ADHDPlanning your day in your businessHow to support a business owner with ADHD as their bookkeeperResources mentioned in this episode:Decluttering at the Speed of Life (book)Meet MegsAs a ...

Send us a textIn this interview episode, I’m chatting with Katy Murray, the brains behind the Gingerbiz Podcast. She’s a powerhouse who's done it all—from professional photography to managing HR for a big company, and even launching her own business, Katie & Co. We first connected through Threads, and it turns out we have a lot to chat about when it comes to finding success without burning out.In this episode you’ll hear:tips on slowing down to become more successful especially as a high-...

Send us a textIn this interview episode, I’m catching up with Sharon Hefetz, who has an incredible story to share about her journey with multiple myeloma. She opens up about how she turned to self-care, mindfulness, and intentional living to navigate her diagnosis and achieve remission. Plus, we've got a special giveaway for you, so check out the show notes for all the details!In this episode you’ll hear:importance of paying attention to your health & advocating for yourselfSharon's appro...

Send us a textIn this interview episode, I’m hanging out with SEO whiz, Jules White, to break down some super practical tips to get your bookkeeping website noticed. Jules shares some cool hacks for optimizing images and structuring your content, plus some easy-to-use tools for keyword research. If SEO has been a mystery to you, this episode is your new best friend. Tune in and get those rankings up!In this episode you’ll hear:website setup and optimizationSEO consulting and toolsSEO fundamen...

Send us a textIn this solo episode, I’m chatting about a question I got from one of you awesome listeners: should you add tax services to your bookkeeping biz? We’ll weigh the pros and cons, talk about building your own client base, and figure out if expanding your services is the right move for you.In this episode you’ll hear:building a personal book of businessadvantages of hiring a tax specialistbenefits & drawbacks of offering tax servicesmy experience with tax servicesResources menti...

Send us a textWe’ve just come back from Xerocon 2024 Nashville, and i’m giving you a backstage pass to the inner workings of how Scotty ’OKR’. Scarano secured the mainstage for one of his accounting raps—and included me in the ride!In this episode you’ll hear:the story behind Scotty & I performing at XeroconScotty’s journey rapping about accounting& you’ll get to see the actual performance (if you watch the episode on YOUTUBE HERE)Resources mentioned in this episode:Episode 200 of Acc...

Send us a textIn this spotlight episode, Rebekah Poirier, founder of Serenity CFO Solutions, shares her journey from the corporate world to entrepreneurship. We're getting into how she's using social media to get clients, the perks of running your own business, and how the Bookkeeping Business Accelerator (BBA) program has been a game-changer!In this episode you’ll hear:Rebekah's transition from corporate to starting a businesssocial media marketingbenefits of running your own businessthe int...

Send us a textIn this Spotlight episode I’m shining the spotlight on one of my BBA students, Nicole Robb. She talks about how BBA played a pivotal role in building confidence, finding the right clients, and getting invaluable support from the BBA community. Tune in to hear what BBA can do for you!In this episode you’ll hear:Nic's journeythe importance of being patient and making connections to gain clientsthe value of having community support in managing difficult situationsspecific aspects o...

Send us a textIn this solo episode I delve into the concept of ambition, sharing reflections on personal success, fulfillment, and the evolving priorities of life. Tune in if you’re ready to reevaluate what success means to you!In this episode you’ll hear:what ambition meansdefining success for yourselfbalancing ambition with life seasonsorigin of the name ‘Ambitious Bookkeeper’Resources mentioned in this episode:Follow me on YouTube to watch the podcast in video format!Thanks for listening. ...

Send us a textIn this interview episode, I’m chatting with my biz bestie, Alyssa Lang (Workflow Queen)! Introducing…The Alyssa + Serena Show: Part 1. We reflect on personal & professional experiences, offering valuable insights and strategies for navigating the world of bookkeeping and entrepreneurship.In this episode you’ll hear:Serena's and Alyssa's business strategies & approachesFeeling overwhelmed and unmotivated after a breakEmpowering team membersSerena and Alyssa's evolving fr...

Send us a textThis 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 in a bookkeeping firm. From practical business advice to lighthearted banter, you’ll wanna tune in to elevate your bookkeeping game!In this episode you’ll hear:the difference between consulting and advisory servicesstrategies for hiring and delegating taskshow to efficiently communica...

Send us a textIn this strategy episode, I coach Becky Hesson through some business roadblocks. We delve into challenges with marketing, managing people, and seeking better and more efficient ways of doing things. If you have a team, you’ll definitely wanna tune into this one!In this episode you’ll hear:the challenge of ensuring consistency in monthly reportsuse of automation tools for improving processesrecommendations for handling client responses & setting deadlinesopen-door policy, reg...

Send us a Text Message.In this solo episode I take you step by step through the onboarding process, outlining the various phases from capturing leads to gathering documents and starting the cleanup. Tune in to gain actionable tips and strategies for a seamless onboarding process and make sure to catch the YouTube videos linked in the show notes for an even deeper dive into the subject!In this episode you’ll hear:steps in the onboarding workflowsetting up question forms on your websitemodifyin...

Send us a Text Message.In this episode I’m exploring the world of client onboarding, while focusing on the use of Dubsado to automate the process. If you're interested in learning about automated onboarding processes and low-cost options, this episode is for you!In this episode you’ll hear:Challenges of managing multiple clients at the same timeSpecific details of the onboarding process using Dubsado, including lead capture, proposal creation, reminders, contract creation, and invoicingIntake...

Send us a Text Message.In this Spotlight episode I’m shining the spotlight on one of my BBA students, Corrie Scott - owner of Taylor Made Bookkeeping Solutions. Get ready to be inspired and empowered as we dive into the world of efficient onboarding systems and work-life balance in the realm of bookkeeping.In this episode you’ll hear:benefits & challenges of using Dubsado for onboarding clientsuse of lead capture form for client assessmentchallenges of running a solo firm without burning ...

Send us a Text Message.The onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra Courtney, who has helped me and countless other bookkeepers and accountants with setting up their Onboarding workflows using Dubsado.In this episode you’ll hear:How to capture lead informationInformation you should have on your proposalsWhen the best time is to implement a system like Dubsado for ...