The Ambitious Bookkeeper Podcast

Send us a text I had the best conversation with Kelly Sinclair about something that's been on my mind (and probably yours too): how to actually use AI without losing the human connection that makes your business YOU. We...

Send us a text In this episode, I'm chatting with my friend Kelsey Silver about something so many of you have been asking about - how the heck are we supposed to use AI without compromising our clients' security? Kelsey...

Send us a text This episode is best watched on YouTube > In this episode, I'm walking you through one of my absolute favorite tools for keeping your business audit-proof: Hubdoc. I'll show you exactly how we use it at...

Send us a text Hey guys! This month's live Q&A was packed with real talk about the nitty-gritty of running a bookkeeping business. We covered everything from pricing cleanups (spoiler: diagnostics are your best friend)...

Send us a text some links are affiliate links Want to see my weekly timesheets? Follow me on Threads: No one talks enough about the amount of time that goes into an online course business. So I’m talking about it today...

Send us a text Cyber scams targeting bookkeepers are getting more sophisticated, and I'm sitting down with insurance expert Jock Wols to talk about what's happening in our industry right now. I even share my own recent...

Send us a text In this episode, I sat down with Margie Remmers-Davis, founder and CEO of Akadian Accounting Education, to talk about what it really takes to learn QuickBooks Online. If you've ever felt like the...

Send us a text Hey there! In this episode, I'm breaking down exactly what you actually need to start your bookkeeping business - no fluff, just the tactical stuff that matters. As someone who accidentally started my...

Send us a text In this episode, I'm sharing my personal journey through toxic mold exposure and the health challenges that nearly broke me as a mom and business owner. I'm joined by my nutritionist Dariella Gonitzke...

Send us a text Is it time to move your clients to Xero? Let’s talk about some considerations, before you embark on this path In this episode you’ll hear: how to know if it’s time to leave QBO steps to take to migrate...

Send us a text Hey ambitious bookkeepers! In this week's audio-only episode, I'm getting real about a bold statement: entrepreneurship isn't hard. I know, I know - you're probably thinking I've lost it, right? But hear...

Send us a text Today I'm re-airing one of my favorite spotlight episodes featuring two incredible BBA students - Erin and Misa. These ladies built thriving bookkeeping businesses from absolutely nothing, and I'm sharing...

Send us a text Hey everyone! This month's live Q&A was packed with so many golden nuggets for your bookkeeping business. We covered everything from client management to getting started with confidence - basically all...

Send us a text Hey ambitious bookkeepers! In this episode, I'm getting real about my "accidental" start in accounting and why NOW is always the best time to start your bookkeeping business. I'm sharing my journey from...

Send us a text In this episode, I'm sharing one of my most game-changing strategies - my Sunday evening planning ritual. If you're feeling overwhelmed juggling kids, home life, and building your business, this 15-20...

Send us a text In this episode, I had an incredibly insightful conversation with Robin J. Emdon, author of "GetResultsology - The Science of Getting Stuff Done" and a productivity coach who specializes in helping people...

Send us a text In this episode, Serena sits with Grace Costa, founder of Social Mixed Media and the Social Accountant, to dive deep into what's working in social media marketing right now. Grace shares her journey from...

Send us a text Hey everyone! This month's live Q&A was packed with so many good questions from the community. We covered everything from client communication systems to accrual accounting transitions, and I even got to...

Send us a text Join Serena and Alyssa Lang, the Workflow Queen, as they dive deep into the results of the first-ever State of Virtual Bookkeeping and Accounting Industry Report! We collected over 200 responses from...

Send us a text This bonus episode features the live recording from Wave Seattle, where I joined forces with Alyssa Lang (the Workflow Queen) and event host Erin Pohan for an authentic conversation about business...

Send us a text In this episode, I had the incredible opportunity to sit down with Adrian Lopez, a former IRS revenue agent turned CPA, who just left the IRS last month to start his own practice. Adrian pulls back the...

Send us a text 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 that everything's...

Send us a text 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 in nonprofits and...

Send us a text 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 your typical...

Send us a text 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 your niche and...