The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www.ambitiousbookkeeper.com/bba Facebook: https://www.facebook.com/serenashoupcpa LinkedIn: https://linkedin.com/in/serenashoup Instagram: https://instagram.com/ambitiousbookkeeper
businesscareersentrepreneurship
About the host
Serena Shoup, CPA hosts The Ambitious Bookkeeper Podcast, a business show with 252 episodes published.
246 | Q&A - Transitioning to Advisory, Xero Integrations Disengaging with Clients, and More
Aug 19, 202636mEp. 246
We're back from summer break with a live Q&A with SO much good stuff in this one. This was one of those episodes where the questions kept getting better and better, and I got to go deep on the things that trip us all up:
245 | Starting Your Firm from Scratch with Jaime Rodriguez
Aug 12, 202637mEp. 245
This episode hit close to home for me because Jaime Rodriguez and I are basically living the same double life, and I loved getting to compare notes. Jaime is the CEO of Bookkeepers.com (you probably know them as Bookkeep
243 | The Advisor Activation Series
Jul 29, 202611mEp. 243
In this episode you’ll hear: A very short update about the audio series I just released & why you need to listen before it goes away! Resources mentioned in this episode: Listen to The Advisor Activation Audio Series → h
242 ⎸ 2026 Survey Results Breakdown w/ Alyssa Lang
Jul 1, 202656mEp. 242
Alyssa and I are back, and this time we actually hit record (lesson learned from last year, ha). We just closed year two of the State of the Virtual Bookkeeping and Accounting Industry survey, and we sat down to dig into
241 ⎸ The State of Virtual Bookkeeping Industry with Alyssa
Jun 1, 202658mEp. 2410
I'm joined in person by my biz bestie Alyssa Lang of Workflow Queen, and we are SO pumped to talk about the return of the Virtual Bookkeeper Industry Survey round two, baby! We're going bigger, better, and more intention
240 | [Q&A] 1st Thing to Automate, Building Rapport with Clients, & Intuit vs Gusto Payroll
May 20, 202639mEp. 2400
This episode is a replay of my April 2026 live Q&A, and we cover a ton of ground that I know so many of you are dealing with right now. Whether you're just starting out and trying to figure out where to even begin with a
239 ⎸ How to Serve Real Estate Investor Clients & Market Your Bookkeeping Business as an Introvert with Max Emory
May 6, 20261h 0mEp. 2390
This episode is a behind-the-scenes conversation with Max Emory. We get into the nitty gritty of what it actually takes to serve REI clients, how he built his team, the new community he's launching for bookkeepers who wa
Announcement: Closing Elevate
May 5, 20265m0
Get all the info and join before Midnight Pacific Time on May 9, 2026: https://www.ambitiousbookkeeper.com/elevate/?coupon_code=REVAMP
238 ⎸ Transforming the Accounting Landscape: A Conversation with Joe Woodard
Apr 29, 202637mEp. 2380
In today’s episode, I’m sitting down with Joe Woodard—founder of Scaling New Heights—and we’re diving into what’s really happening in the accounting industry right now. We talk about: Why the ‘AI hype vs denial’ debate i
237 ⎸ [Q&A] Inbox Management, Tech Stack, and Practice Management Tips
Apr 22, 202640mEp. 2370
some links are affiliate links In this episode, I'm sharing our March live Q&A where I answered rapid-fire questions about running a bookkeeping firm. If you've ever wondered how to manage a shared team inbox without mic
236 | Take back your time with Dubsado 3.0
Apr 15, 20264m0
Stop letting your calendar run your life! In this episode, Serena dives into the brand-new Dubsado 3.0 (Beta) to show you how to protect your time and professionalize your client onboarding. Whether you’re a bookkeeper,
235 ⎸ Why I only use Xero
Apr 8, 202630mEp. 2350
I've been getting this question for years, and since I'm now on YouTube and Xero keeps rolling out new features, it was time to give this topic a serious refresh. In this episode, I'm breaking down all the reasons why I
234 | April Podcast Update
Apr 1, 20265m0
This is a podcast update & what to expect here on the podcast for the month of April! Check out this week’s YouTube Video >> The New Xero Partner Hub Thanks for listening. If this episode inspired you in some way, take a
233 ⎸ No More Arbitrary Price Increases [vlog]
Mar 25, 202616mEp. 2330
This one is a little different. One day in February I decided to vlog my day.. a sort of behind the scenes of my day. I wasn’t sure what I was going to use this footage for. And then… I was inspired a couple weeks ago (b
232 | Using AI in Bookkeeping
Mar 18, 202622mEp. 2320
AI is changing the bookkeeping game, but it's not replacing us anytime soon. In this episode, I'm pulling back the curtain on Xero's built-in AI feature, JAX (Just Ask Xero), and walking you through exactly how we're tes
231 | I’ve got a surprise!
Mar 11, 202641mEp. 2310
I have a big announcement to share and I've been so excited to finally let the cat out of the bag! Erin Pohan, one of our OG community members and founder of UpKeeping®, is joining me as co-coach for this upcoming cohort
230 | [Q&A] AI Tools, Pricing, and Onboarding
Mar 4, 202636mEp. 2300
From AI tools and scope creep to finding your first clients and onboarding systems, whether you're just dreaming about starting a bookkeeping business or you're a few years in, there's something in here for you. In this
228 | [Q&A] Partnerships, Profit First, and Complex Client Situations
Feb 11, 202635mEp. 2280
Welcome back to our monthly live Q&A! We took a little break, but we're back and ready to tackle all your burning questions about building your bookkeeping business. Whether you're just getting started or scaling your fi
227 | Increasing Your Sales with Hunter Rademacher
Jan 28, 202650mEp. 2270
In this episode, Serena interviews Hunter Rademaker and they talk about Hunter’s expertise on sales in accounting, emphasizing client qualification, communication, advisory roles, and strategic hiring for growth. In this
226 | Need to know OBBBA highlights for Bookkeepers Adrian Lopez
Jan 14, 202657mEp. 2260
The 'One Big Beautiful Bill' introduces significant tax changes for 1099s, depreciation, and employer credits, emphasizing meticulous bookkeeping for compliance and savings. Listen in to the conversation with Adrian & Se
How do I pitch The Ambitious Bookkeeper Podcast as a podcast guest?
The Ambitious Bookkeeper Podcast has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
Who is the host of The Ambitious Bookkeeper Podcast?
The Ambitious Bookkeeper Podcast is hosted by Serena Shoup, CPA. The show is categorised under business (careers) and has published 252 episodes.
How many episodes does The Ambitious Bookkeeper Podcast have?
The Ambitious Bookkeeper Podcast has published 252 episodes.
What topics does The Ambitious Bookkeeper Podcast cover?
The Ambitious Bookkeeper Podcast regularly covers business, careers, entrepreneurship. It sits in the business category, with a careers focus.
Is it hard to get booked on The Ambitious Bookkeeper Podcast?
The Ambitious Bookkeeper Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Is The Ambitious Bookkeeper Podcast currently accepting guest pitches?
The Ambitious Bookkeeper Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
How long are The Ambitious Bookkeeper Podcast episodes?
Episodes of The Ambitious Bookkeeper Podcast average 34 minutes. a focused format where a clear narrative arc and tight preparation matter most.
What guest credentials does The Ambitious Bookkeeper Podcast typically look for?
Our data rates The Ambitious Bookkeeper Podcast's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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