Podcast Episodes
Back to Search204 ⎸ Q: How long should we retain client documents?
Episode 204
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In this episode, I'm tackling a listener question about document retention in our digital age. You know how we used to worry about keeping physical files for 3, 5, or 7 years? Well, now…
Published on 4 months, 2 weeks ago
203 ⎸ Q: Is the NonProfit Sector a Viable Niche?
Episode 203
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In this episode, I'm answering an audience question about whether the nonprofit sector is a viable niche for a new bookkeeping firm. I dive deep into the pros and cons of specializing i…
Published on 4 months, 3 weeks ago
202 ⎸ Healing Money Trauma with Meenadchi
Episode 202
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In this eye-opening episode, Serena sits down with Meenadchi, an ancestral healing practitioner, to explore how intergenerational trauma impacts our relationship with money. This isn't …
Published on 5 months ago
201 ⎸ [Q&A] Nonprofit Niche, Software, and Standing Out as a New Bookkeeper
Episode 201
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In this May Q&A episode, Serena dives deep into the practical side of building a bookkeeping business, covering everything from software partnerships and pricing strategies to finding y…
Published on 5 months, 1 week ago
200 ⎸ What I Learned in 2024 & Q1 of 2025
Episode 200
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It’s the 200th episode of The Ambitious Bookkeeper Podcast and Serena pulls back the curtain on her bookkeeping firm's 2024 performance, sharing both the wins and challenges. She gets r…
Published on 5 months, 2 weeks ago
199 | [Q&A] Handling Clients, Cash vs Accrual, Inventory, and Solo Bookkeeper Vacation Planning
Episode 199
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This episode comes from April’s Live Q&A session, where Serena answered various questions from bookkeepers about pricing strategies, software recommendations, financial statement presen…
Published on 5 months, 4 weeks ago
198 ⎸ Building toward an Exit with Maggie Lord
Episode 198
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In this episode of the Ambitious Bookkeeper Podcast, Serena chats with Maggie Lord, a powerhouse entrepreneur who sold her media company to David's Bridal and now helps female founders …
Published on 6 months ago
197 ⎸ [Q&A] Tech, Pricing, Client Acquisition, & Services
Episode 197
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Are you dreaming of starting your own bookkeeping business but feeling overwhelmed by all the decisions you need to make? You're not alone. As someone who's built a successful bookkeepi…
Published on 6 months, 1 week ago
196 ⎸ The Comeback Blueprint: What Every Ambitious Man Needs to Hear with Cletus Coffey
Episode 196
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In this powerful episode of The Ambitious Bookkeeper Podcast, Serena Shoup chats with Cletus Coffey, former pro athlete, single dad, and founder of Torch Training. Cletus shares his rem…
Published on 6 months, 2 weeks ago
195 | Bookkeeping in the Fair Tax Era
Episode 195
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In this mini-episode, Serena shares her research on the Fair Tax Act and what it could mean for bookkeepers. She explains how this potential legislation would eliminate income tax and t…
Published on 6 months, 3 weeks ago