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The Ambitious Bookkeeper Podcast

The Ambitious Bookkeeper Podcast

Di: Serena Shoup CPA
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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

© 2026 The Ambitious Bookkeeper Podcast Economia Gestione e leadership Leadership Ricerca del lavoro Successo personale Sviluppo personale
Episodi
  • 242 ⎸ 2026 Survey Results Breakdown w/ Alyssa Lang

    242 ⎸ 2026 Survey Results Breakdown w/ Alyssa Lang
    Jul 1 2026
    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 the data together in real time. This isn't a polished, buttoned-up report read. This is the two of us cross-referencing the numbers live, reacting to what surprised us, and pulling out the patterns that actually matter for your firm. We get into the real differences between solo operators and firms with six-plus team members, where the money actually lands, how much owners are really working, and the truth about AI that nobody wants to say out loud. Real talk, some of these numbers gave me pause, and a few of them are going to challenge what you think is possible in your own business. Grab the free PDF report and follow along.In this episode you’ll hear:The revenue ceiling for solo firm ownersThe honest truth about AI in our industryWhy so many of you are still pricing way too lowWhat your minimum fee should actually look likeThe surprising connection between being the household breadwinner and how hard you push your firmWhat the data says about working hours and profit margins at every revenue levelResources mentioned in this episode:State of the Virtual Bookkeeping and Accounting Industry Survey (free PDF report) at: https://www.ambitiousbookkeeper.com/survey or https://www.workflowqueen.com/surveyElevate: https://www.ambitiousbookkeeper.com/elevateAdvisory Edge: https://www.ambitiousbookkeeper.com/offers/j9hM5s4e/checkoutBreakthrough: https://serenashoup.krtra.com/t/IKUxtNZoz7lFXero: https://xeroamericas.partnerlinks.io/79afz10exu7dConnect with Alyssa🌐 Website: https://www.workflowqueen.com📱 IG: https://www.instagram.com/workflowqueen🎙️ Podcast: https://podcasts.apple.com/us/podcast/conquering-workflows-systems-for-bookkeepers-accountants/id1576274369?i=1000529139554Thanks 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: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/surveyOpt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Listen to the FREE Private Podcast >>The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
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    57 min
  • 241 ⎸ The State of Virtual Bookkeeping Industry with Alyssa

    241 ⎸ The State of Virtual Bookkeeping Industry with Alyssa
    Jun 1 2026

    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 intentional this time around, with a goal of 2,500 responses, a charity donation tied to Make-A-Wish Foundation, and a brand new interactive data bot that lets you dig into the results yourself. Oh, and we may have gone down a rabbit hole or two about AI, pricing, and what it actually means for running a boutique firm. You're welcome.

    In this episode you’ll hear:

    • A breakdown of the survey format, what questions changed from last year, how this data compounds over time, and why your honest answers help the whole industry
    • How AI should actually be affecting your pricing
    • How people are (and aren't) implementing AI in their firms, and the offshoring and automation data we're dying to dig into
    • The trust recession around AI, what it means for your client relationships

    Resources mentioned in this episode:

    • TAKE the Survey: https://www.ambitiousbookkeeper.com/survey
    • Or take it Here: https://www.workflowqueen.com/survey
    • Last Year’s Results: https://youtu.be/L0nwFo5A7xM

    Connect with Alyssa

    🌐 Website: workflowqueen.com

    📱 IG: @workflowqueen

    🎙️ Podcast: Conquering Workflows & Systems with the Workflow Queen

    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 @ambitiousbookkeeper

    For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

    • Visit our website: https://www.ambitiousbookkeeper.com
    • Follow the Blog: https://www.ambitiousbookkeeper.com/blog
    • Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
    • Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
    • Connect on Facebook: https://www.facebook.com/serenashoupcpa

    Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

    Podcast Publishing Tools we use:

    • Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
    • Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
    • Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)

    Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey

    Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support.

    Listen to the FREE Private Podcast >>

    The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
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    59 min
  • 240 | [Q&A] 1st Thing to Automate, Building Rapport with Clients, & Intuit vs Gusto Payroll

    240 | [Q&A] 1st Thing to Automate, Building Rapport with Clients, & Intuit vs Gusto Payroll
    May 20 2026

    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 automation, or you're in the thick of building a team and wondering why delegating feels harder than just doing it yourself, this one's for you. We also get into some juicy topics like QBO Payroll versus Gusto, how to handle S-Corp clients who are flying under the radar on reasonable salary, and what to do when a competitor is trying to tank your reputation online.

    In this episode you’ll hear:

    • The very first thing I recommend automating in your bookkeeping practice
    • How to confidently ask a prospective client for access to their books
    • QBO Payroll versus Gusto
    • How to advise S-Corp clients on taking a reasonable salary

    Resources mentioned in this episode:

    • Elevate: https://www.ambitiousbookkeeper.com/elevate
    • The Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba
    • Emailing List: ambitiousbookkeeper.com/subscribe
    • Dubsado (free audio series): https://www.ambitiousbookkeeper.com/dubsado
    • Dubsado (affiliate link): https://www.dubsado.com/?c=shoupcpa
    • Dubsado Decoded: https://kendracourtney.com/dubsado-decoded/
    • Breakthrough by Workflow Queen: https://serenashoup.krtra.com/t/IKUxtNZoz7lF
    • YouTube: "Is It Time to Move My Clients to Xero?"
    • Xero Partner Program (affiliate link): https://xeroamericas.partnerlinks.io/79afz10exu7d
    • Gusto (affiliate link): https://gusto.com/partners/i/serena591

    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 @ambitiousbookkeeper

    For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

    • Visit our website: https://www.ambitiousbookkeeper.com
    • Follow me on YouTube: https://www.youtube.com/@ambitiousbookkeeper
    • Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
    • Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
    • Connect on Facebook: https://www.facebook.com/serenashoupcpa

    Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

    Podcast Publishing Tools we use:

    • Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
    • Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
    • Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)

    Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey

    Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support.

    Listen to the FREE Private Podcast >>

    The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
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    40 min
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