Send us a Text Message.On Epsisode 154 I’m sharing another Q&A from the archives!You’ll hear me answer questions and jam on topics like:CybersecuritySetting up a small practiceswitching clients from month to month from a catch upthe importance of locking previous periods (are you doing this for your clients?!)various integration discussions, andthe possibility of planning a XeroCon MeetupThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on ...

In this episode you’ll hear:How to stay focusedHow I stay organized & plan my workSetting your calendar up for your cycle and energy levelsResources mentioned in this episode (some are affiliate links):Pomodoro timerPassion PlannerThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our...

In this episode I cover the dreaded topic of offboarding clients. Whether you've been fired by a client or had to let them go, there are essential protocols to follow. Tune in for some tips & strategies for handling the end of a client relationship with professionalism and integrity.In this episode you’ll hear:offboarding processes related to documents & softwareimportance of cooperation during client handoffrecognizing when you can’t serve a client's needsseeking feedback & testi...

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 you’ll hear:managing client emailsstreamlining client communicationutilizing central client care inbox for team visibilityprioritizing discussions with clientsusing tools like Hubdoc or DextResources mentioned in this episode:HubdocDextOpenPhone (affiliat...

In this Q&A episode, we go over effective onboarding strategies to reduce turnover, and the importance of creating engaging content for your niche. Plus, get advice on how to communicate effectively with clients through structured emails and reports.In this episode you’ll hear:some 1099 tipstips for onboarding & training new employeesLinkedIn content & communicationhow to provide & explain monthly reports to clientsoffering calls/meetings to clientsworking with insurance broke...

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaS...

In this interview episode I’m chatting with Alison Lukin, CEO of Officially Social. From leveraging personal content to engaging with followers, Alison shares valuable insights on creating an impactful online presence. Join us as we explore the importance of social media, current trends, and practical tips for success.In this episode you’ll hear:importance of personalizing social media contentutilizing content calendars for social mediastrategies for visibility & engagementsocial media tr...

In this interview episode, I’m chatting with online business mentor Jessica Parr about the struggles of motherhood & entrepreneurship. We tackle the tough topics: the real talk on burnout, finding your value as an entrepreneur, and the huge shifts motherhood brings to business. Whether you’re navigating the entrepreneurial waters or figuring out how to blend business with baby, this convo is packed with relatable stories and insights.In this episode you’ll hear:the ramifications of burnou...

In this live Q&A session we touch on insights from a recent podcast on CFO services. Additionally, the host shares expertise on developing CFO services, handling quality control manually without specific software, the nuances of various client services like AR/AP, and strategies for finding and integrating team members. Questions from participants lead to discussions on LLC taxation, the benefits and complexities of S Corp status, and maintaining clear financial boundaries between busines...

In this interview episode, I have Matt Ruttenberg on again to continue our discussion on retirement planning for small businesses. This time, we do a deep dive into tax credits! Matt explains the recent changes in tax credits and how they can help businesses save substantial amounts of money for their 401(k) plans. Tune in for some practical strategies on taking advantage of these tax credits!In this episode you’ll hear:detailed breakdown of tax creditstax credits under Secure 2.0 and Secure ...

In this episode, you get a sneak peek behind the curtain of my monthly live Q&As for students and inside of my free Facebook group.In this episode you’ll hear:How to start a cleanupWill AI replace bookkeepers?Following up with clients after price increasesContracting with another bookkeeper as you build your book of businessChanging from sole proprietor to LLC & name changesPackaging & PricingOffering payroll services & resources for learningMarketing to higher value clientsMy...

In this interview episode, I’m chatting with Shea & Michelle, founders of Breakaway Bookkeeping + Advising. We delve into the innovative franchise model that encourages entrepreneurship and supports a healthy work-life balance, challenging the norms of traditional accounting firms. Join us as we explore Breakaway's unique assisted entrepreneurship approach, including mentorship programs and a supportive community for advisors. In this episode you’ll hear: Breakaway's opt-in concierge...

In this interview episode I’m chatting with 401k expert, Matt Ruttenberg, and he dives into ALL things retirement planning. Seriously, this is packed with helpful info! Tune in to get strategies for planning your retirement & hear how different biz structures impact those plans and contributions. In this episode you’ll hear: Retirement planning strategies for high-income individuals401(k) Plan options & all the roles involved in a PlanDeadlines and contributions for 401(k)...

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 ready to gain insights into mastering the art of offering CFO services, the importance of passion and confidence, and the real-world experiences that have shaped Charles' journey. In this episode you’ll hear: the ethical considerations of selling financial services to struggling businessesthe power of...

In this minisode I talk about our Hubdoc process & procedures for our clients, plus I give an example of how to encourage your clients to use Hubdoc! Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link) Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist Grab my FREE New Client...

In this Q&A episode, I share insights on how to pitch yourself for podcast interviews and what topics to cover. You'll learn how to set yourself apart, deliver compelling content, and utilize real-life client experiences to engage and educate your audience. Tune in and take notes as I walk you through the do's and don'ts of podcast pitching & interviewing. In this episode you’ll hear: Pitching Yourself for Podcast InterviewsOvercoming Imposter SyndromeDeveloping Engaging Content and...

In this episode I give advice and insights on various topics related to running a bookkeeping business, attracting and converting clients, pricing strategies, marketing tactics, engaging with prospects, handling follow-ups, and more. In this episode you’ll hear: When to follow up with leadsWhat to do when someone ghosts you after a DiagnosticMessaging for the clients you want to attractMarketing ideasResources mentioned in this episode: Diagnostic Review MiniCourseThe Bookkeeping Business...

In this interview episode I chat with Dawn Edelstein, CPA Exam Success Coach, all about the keys to CPA exam success. From mindset to study methods, this episode is filled with practical advice to help you excel in your CPA exam journey. So grab your notebook and get ready to take some notes! In this episode you’ll hear: The 3 Pillars of CPA Exam SuccessThe S.T.A.R. Framework for studyingFree resources & support for CPA Exam CandidatesPlanning & time managementResources mentioned in...

In this interview episode, I chat with CEO & Founder of HireMyMom.com and hear about her story working from home for the past 20+ years. We dive into lots of good stuff around hiring for your bookkeeping business, you don’t want to miss this episode! In this episode you’ll hear: How & when to hire help for your Bookkeeping FirmTips for a successful job postOnboarding TipsHiring resources that HireMyMom.com offersLesley’s tip for Bookkeepers to add more value to their clientsResources...

In this interview episode, I’m bringing Tia (my first hire!) back on to talk about all things WEBSITE DESIGN! Plus, Tia gives us a sneak peek at her new course - Squarespace for Bookkeepers. If your website has been a pain point for you in your business journey, then you’ll definitely wanna tune in! In this episode you’ll hear: the most important aspect of your websitethe 3 things google NEEDS about your websitewhat google likes (dynamic content)Resources mentioned in this...

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 offers exciting opportunities for bookkeepers and accountants! In this episode you’ll hear: The new Relay Partner ProgramHow to position and convert clients to RelayAll the things I love about RelayProfit First Friendly BankResources mentioned in this...

Record a question for me to answer on the podcast here: speakpipe.com/ambitiousbookkeeper In this minisode, I get into how to handle client banks that don’t integrate with Xero or Quickbooks. Learn when it makes sense to turn away a client, what to say to clients when this issue arises, and why we love Relay. Resources mentioned: RelayLearn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Bookkeeper:...

This is a very special episode, where you get to hear from current and past VIP students inside of the Bookkeeping Business Accelerator! If you’ve wanted to know what has been the biggest help/game changer for my students, tune in to this one to find out! In this episode you’ll hear: an in-depth look at the program’s curriculumexclusive VIP perksall the personalized support that comes with BBA VIPwhy this program is a game-changer for bookkeepers and accountants who want to start or grow...

In this solo episode, I delve into the complexities of growing a multi six-figure business and share insights on efficiency, workflow management, and hiring strategies crucial for business scalability. In this episode you’ll hear: the importance of narrowing your focus of servicestips for creating processes & systems in your businessthe relationship between your niche & your marketing effortshow to evaluate your profit marginsResources mentioned in this episode: Planning for Profit...

This week, I’m re-airing a solo episode where I chat about how I recommend going about starting a bookkeeping business without any experience in bookkeeping. In this episode you’ll hear: topics any bookkeeper should knowwhere to startwhat it takes to be a business ownerRecommended programs: Bookkeeper Launch for learning bookkeeping in QBO (affiliate link)Become a Bookkeeper for learning bookkeeping in Xero (affiliate link)Kickoff with Asana for setting up your bookkeeping workflow (affiliate...