The Ambitious Bookkeeper Podcast

What if the tool you've been waiting for, the one that finally makes Xero as efficient as QuickBooks with Right Tool, already exists, and it's being built by a former bookkeeper who accidentally fell into coding? In this episode, Serena sits down with Mark Corum, the developer behind X2Uno and Right Tool, to talk about building Chrome extensions for accounting software, the surprising parallels between bookkeeping and programming, and why the tech world's pricing model might be completely backwards. Whether you're a Xero loyalist, a QuickBooks refugee, or just curious about what happens when an accountant teaches themselves to code, then this conversation has something for you. In this episode you’ll hear about: X2Uno - What it is, how it differs from Right Tool, and why Mark felt a moral obligation to build something for Xero users Right Tool & Monkbee How Chrome extensions actually work Xero vs. QuickBooks The cost of switching platforms AI and the future of accounting Programming, bookkeeping, and music Cleanup work as a niche X2Uno availability — How to get it now (free beta on the Chrome Web Store), the MailChimp discount path, and the Facebook community for feature requests Resources mentioned in this episode: X2Uno → sign up for beta her: https://mailchi.mp/x2uno/ambitious Meet Mark Corum I am Mark Corum. I went to college for accounting and decided to make my own bookkeeping company in my Junior year. Realized I like accounting, but I am not an accountant and transitioned out of it and stumbled into programming in late 2019 - vowing never to touch QuickBooks again. 2021 comes around and I am working on a chrome extension for QuickBooks called "MonkBe" that is discovered by Hector Garcia and remade into RightTool. Now that is used by about 50,000 people and I want the additional fun of working on Xero! Connect with Mark LinkedIn: https://www.linkedin.com/in/markcorum/ 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)

This round of Live Q&A we got into some really good stuff: how to navigate starting your firm while you're still employed, why book to tax differences are completely normal and not something to lose sleep over, and how I approach the "can I afford to hire" conversation with clients (spoiler: it's rarely just about the numbers). I also pulled back the curtain on my monthly client newsletter, walked through my PTO and benefits setup for a part-time team, and gave a real update on the new version of Elevate that's dripping out in early September. Grab a notebook and your favorite drink and let's go. In this episode you’ll hear: How to approach telling your current employer you're starting a firm My take on where clients really come from and what to focus on first when you're trying to grow. A full walkthrough of my client newsletter strategy And how I do my part-time team's employee benefits Resources mentioned in this episode: Elevate https://www.ambitiousbookkeeper.com/elevate Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bba Take Command (medical expense reimbursement program for the team) Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d QuickBooks Online: https://www.referquickbooks.com/s/Serena4 Squarespace: https://squarespace.syuh.net/AgROVN GoCardless: https://manage.gocardless.com/refer/us/serena/ygvg9o-amz Gusto : https://gusto.com/partners/i/serena591 Liz Wilcox's Email Marketing Membership: https://serenashoup--lizwilcox.thrivecart.com/list-building-live/ Alyssa Lang / Workflow Queen's Breakthrough: https://serenashoup.krtra.com/t/IKUxtNZoz7lF Kajabi: https://app.kajabi.com/r/SLFEMUL4/t/uiptq7nu Max Emery / GoPro Bookkeeping: https://www.skool.com/go-pro-bookkeeping/about?ref=216fd17bf3b64591bbd1f284f72ae8b7 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)

I got to reconnect with Emily Bowie, a partner at Thorne Advisors, and someone I actually met years ago in a tiny mastermind back when she was doing something completely different in her business. We talked about what actually makes a partnership work (and what makes it collapse), why staying in your lane protects your reputation, how bookkeepers can collaborate with tax pros instead of competing with them, and why quality standards matter so much in an industry where anybody can hang a shingle. We also went deep on personal finance, debt, and the soft skills that separate a good advisor from a great one. In this episode you’ll hear: What keeps a partnership from turning into a horror story How to collaborate with tax preparers and other CFO professionals the right way Why "just because you can, doesn't mean you should" applies to adding services to your firm Why checking in on a client's personal finances pays dividends for the work you do on the business side Resources mentioned in this episode: Thorne Advisors: https://www.thorneadvisors.com/ Elevate 2.0 → learn the skills to become an advisor https://www.ambitiousbookkeeper.com/elevate 5 Cash Leaks & 5 Missed Tax Deductions - https://www.thorneadvisors.com/cashleaks Meet Emily Emily Bowie is a Cash Flow Strategist with 15+ years of experience, including her time as an audit manager in Big Four accounting. She’s known for bringing calm, clarity, and structure to financial conversations that often feel stressful or avoided. Outside of Thorne Advisors, Emily leads her church’s financial ministry, is a mom to three young kids, and enjoys a good DIY project almost as much as a well-organized set of financials. Co-led by founder Andrea Mason and CFO Emily Bowie, both CPAs, Thorne Advisors helps women protect what they earn while building sustainable wealth that actually supports their lives. They deliver a true 360-degree view of finances, spotlighting cash leaks, tightening income strategy, and creating tax plans that align with real goals, not just compliance checklists. Connect with Emily 📱 Instagram: https://www.instagram.com/thorneadvisors/ 🌐 Website: https://www.emilyvbowie.com/ 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) #businesspartnership #advisoryfirm #personalfinance #debt #bookkeepingbusiness #ambitious #bookkeeper #accountant #accounting

If you have ever had that passing thought of "should I add tax to my bookkeeping firm?" this is the episode you need to hear before you make a move. In this one, I'm sitting down with Nick Cobos of Saga Accounting Solutions. Nick has built a five-person firm that does both tax and bookkeeping. We get into the real pros and cons of running both under one roof, and I share why I went down this exact rabbit hole myself and decided against it. This is a practitioner-to-practitioner conversation from start to finish, and I loved every minute of it. In this episode you’ll hear: The breakdown of adding tax to a bookkeeping firm How Nick got his first clients Why I decided against adding tax to my firm Growing a firm and delegating Resources mentioned in this episode: Saga Accounting Solutions: https://sagaaccounting.com/ Between 2 Firms: https://open.spotify.com/show/71gGjmatd829DB8IrJdI9T?si=bbb9deb996d74f56 Meet Nick Nick graduated from the United States Military Academy at West Point in 2019 and spent 5 years as an Army Officer. After graduating the US Army Ranger School Nick held assignments as an Infantry Platoon Leader and Company Executive Officer with the 11th Airborne Division and later served as an Army ROTC instructor at the University of Texas at San Antonio (UTSA). After transitioning out of the Army, Nick earned his Enrolled Agent credential and jumped into the world of accounting. He now enjoys advising clients and helping them grow their businesses while saving on taxes. When he's not working, Nick enjoys hunting, fishing, playing (admittedly terrible) golf, and spending quality time with his wife, Lisa, their three children, Lucy, Nathan, and Matthew, and their dog, Molly. Connect with Nick Linkedin: https://www.linkedin.com/in/nickcobos/ 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)

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: running an advisory firm, getting your pricing right, Xero integrations, closing out clients the right way, and knowing when to make your first hire. If you've ever felt awkward quoting a higher fee or weren't sure how to structure your revenue side when a client's processor data lives inside their CRM, this one's for you. And if advisory is even a tiny blip on your radar, I've got a free audio series you're going to want to grab before it disappears. In this episode you’ll hear: Connecting Stripe and PayPal inside Xero Is $350 too much for basic bookkeeping? The right way to disengage with clients When to make your first hire How to support a team that's feeling overwhelmed Resources mentioned in this episode: Elevate: https://www.ambitiousbookkeeper.com/elevate BBA: https://www.ambitiousbookkeeper.com/bba Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d Kajabi: https://app.kajabi.com/r/SLFEMUL4/t/uiptq7nu Content Snare: https://contentsnare.com/#_r_serena58 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)

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 Bookkeeper Launch), and his story is wild. He went to school for accounting chasing that "safe job" American dream, hated the corporate grind so much he Googled how to start a bookkeeping business, bought the very course he now owns, and burned the boats to go all in. Fast forward through a few years of coaching, re-recording lessons, and becoming the face of the brand, and in 2025 he actually bought the company. In this episode you’ll hear: How Jaime went from burned-out corporate accountant to owning the very course that got him started Why SOPs are what let you run a firm on 30 minutes a month The real talk on running two businesses at once The costly mistake of taking on every client in every industry before you have processes Why you have to learn your debits and credits before you touch automation The one question that protects your time every time a new prospect comes knocking Resources mentioned in this episode: Join the Digital Bookkeeper Association for $9/mo: https://dba.bookkeepers.app/ Bookkeepers.com : https://bookkeepers.com/ $1000 Off any version of Bookkeeper Launch when you use promo code AUGUSTBUS26: https://sk293.isrefer.com/go/BLFS/SS64/ Meet Jaime Jaime Rodriguez is the owner and CEO of Bookkeepers.com, but his journey started as a student looking for a better path. After building his own successful bookkeeping business, he went on to acquire the company that first taught him the skill. Today, he helps entrepreneurs realize they’re capable of more than they think; not just financially, but in how they live and work. He’s the author of Beyond the Numbers and You’re Not for Everyone (That’s the Point), both focused on building a business that actually fulfills you. Connect with Jaime 📺 YouTube: https://www.youtube.com/@bookkeepersdotcom 👥 Facebook: https://www.facebook.com/jaimethebookkeeper 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)

Real talk: if your summer felt slow and you were low-key stressing about it, this episode is for you. This week's a short and sweet solo update where I walk you through what's coming up on the podcast over the next month, plus a little pep talk about the summer slump so many of us hit as bookkeepers. Slow season is normal, my friend, and it doesn't mean anything is wrong with your business. I'm sharing exactly what I do to keep moving the needle when discovery calls dry up, and how to set yourself up so next summer doesn't catch you off guard. In this episode you’ll hear: Why summer is almost always slow for bookkeepers The services and projects I lean into during the slow months to bring in a cash influx How to plant seeds now that come to fruition in the fall A rundown of everything coming up on the show, including big interviews and a limited time audio series you don't want to miss Resources mentioned in this episode: https://www.ambitiousbookkeeper.com/subscribe 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)

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 → https://www.ambitiousbookkeeper.com/activate 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)

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 owners The honest truth about AI in our industry Why so many of you are still pricing way too low What your minimum fee should actually look like The surprising connection between being the household breadwinner and how hard you push your firm What the data says about working hours and profit margins at every revenue level Resources 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/survey Elevate: https://www.ambitiousbookkeeper.com/elevate Advisory Edge: https://www.ambitiousbookkeeper.com/offers/j9hM5s4e/checkout Breakthrough: https://serenashoup.krtra.com/t/IKUxtNZoz7lF Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d Connect 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=1000529139554 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)

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)

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)

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 want to level up their marketing and sales game, and how he manages it all with two boys under two at home. In this episode you’ll hear: Why real estate investing is one of the most complex niches a bookkeeper can serve How overcomplicated entity structures are hurting real estate investors The behind-the-scenes of Time Capital University and GoPro Bookkeeping community How Max runs a lean, profitable firm with strong boundaries around his time Resources mentioned in this episode: Bookkeeper Launch: https://bookkeepers.com/bookkeeper-launch/ * Skool Community: https://www.skool.com/bookkeeping-for-rei/about * Nuts and Bolts Course - Max's REI bookkeeping training course inside his Skool community Multi Six Figure Bookkeeper Playbook - also inside the Skool community Spark Email App Loom Xero Rich Dad Poor Dad by Robert Kiyosaki 10x Is Easier Than 2x by Dan Sullivan and Dr. Benjamin Hardy Meet Max Emory Max Emory is the founder of Time Capital Bookkeeping and Time Capital University, a bookkeeper-turned-real-estate-expert who went from Marine Corps officer and mechanical engineer to building a thriving virtual bookkeeping firm that specializes in real estate investors and he has two boys under two at home! Connect with Max Emory Linkedin: https://www.linkedin.com/in/millionairebookkeeper/ Time Capital Bookkeeping : https://www.timecapitalbcs.com/ Time Capital University: https://www.timecapitaluniversity.com/ 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)

Get all the info and join before Midnight Pacific Time on May 9, 2026: https://www.ambitiousbookkeeper.com/elevate/?coupon_code=REVAMP

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 is missing the point What tasks you should actually be handing off to AI Why moving off hourly pricing isn’t enough anymore And how to position yourself so clients see you as indispensable how to make sure your pricing model matches your vision and goals Resources mentioned in this episode: Scaling New Heights 2026: https://www.woodard.com/scaling-new-heights-2026 Woodard coaching program (for firms approaching $1M+) Xero / JAX feature (beta) Anthropic / Claude ChatGPT / OpenAI Microsoft Copilot Meet Joe Woodard Joe Woodard is the CEO of Woodard®, a company that empowers accountants and business advisors through education, coaching, resources, and consulting services, with a particular focus on Client Advisory Services (CAS). Woodard equips professionals to modernize their practices, optimize accounting software, and expand their reach. Joe has trained over 150,000 professionals, is a published author, and hosts the Scaling New Heights® conference. He has been recognized by Accounting Today as one of the Top 100 Most Influential People in accounting since 2014. Joe also publishes The Woodard Report™, which reaches over 100,000 readers annually. Connect with Joe Woodard 🌐 Website: https://www.woodard.com 👥 Linkedin: https://www.linkedin.com/in/realjoewoodard/ 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)

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 micromanaging, what to do with merchant clearing account balances at year end, or how to navigate a CPA non-compete, this one's for you. In this episode you’ll hear: How to manage a shared team inbox What to do with merchant clearing account balances at year end Why building a 100% virtual client base can actually be easier than going local Resources mentioned in this episode: Xero**: https://xeroamericas.partnerlinks.io/79afz10exu7d For experienced bookkeepers & accountants: Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >> Grab my FREE Start your Bookkeeping Biz Checklist >> Grab my FREE New Client Onboarding Templates >> For new bookkeepers: Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** >> For creators: Become a client at my firm, Of Course Financial >> https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73f For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit my website: ambitiousbookkeeper.com Subscribe to my Newsletter ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript ** Buzzsprou t** AFFILIATE DISCLAIMER We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.

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, accountant, or small business owner, learning how to automate the "back-and-forth" of scheduling is the fastest way to reclaim your sanity. In this episode, you’ll learn: The Power of the Scheduler: How to use the new 3.0 interface to set up custom meeting types with automatic Zoom or Google Meet links. Protecting Your Energy: Using buffer times and booking maximums so you never feel "back-to-back" again. Qualifying Leads: How to attach intake questionnaires to your booking link to ensure you have all the info you need before the call starts. Paid Discovery Calls: A simple trick to prevent "ghosting" and ensure potential clients are serious about working with you. The "New Client Guide" Strategy: Why redirecting clients to a custom thank-you page or Canva guide after they book can set the stage for a premium experience. Resources Mentioned: Dubsado * dubsado.com/?c=shoupcpa Watch the Full Tutorial: See the new 3.0 interface in action over at https://youtu.be/zQoyrql1k6k Dubsado Decoded: Our signature course co-created with Dubsado Specialist Kendra Courtney . Get your firm's proposals, contracts, and workflows set up correctly the first time. dubsadodecoded.com Free Audio Series: Want more tips on streamlining your bookkeeping business? Listen to our free series here: ambitiousbookkeeper.com/ddpodcast Dubsado Decoded for Bookkeepers & Accountants : dubsadodecoded.com *Affiliate link

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 am a hundred percent Xero firm and why I genuinely love this software. This is not sponsored (but yes, please use my affiliate link!). I'm just a bookkeeper who has seen what a mess the alternative can create, and I want you to understand what you could have instead. In this episode you’ll hear: Why Xero's security and data integrity controls make it the smarter choice over QBO How Xero's reporting structure saves us massive time across our entire client roster The efficiency tools and automations that let us simplify pricing and serve high-volume clients without penalty The invoicing features and included extras that QBO actually charges you for (yes, really) Resources mentioned in this episode: Xero Partner Program (Affiliate Link): https://xeroamericas.partnerlinks.io/79afz10exu7d Relay Banking (Affiliate Link): https://relayfi.com?referralcode=ShoupCPA GoCardless (Affiliate Link): https://manage.gocardless.com/refer/us/serena/ygvg9o-amz Videos linked in this episode: Xero | Modifying Chart of Accounts: https://youtu.be/NHZLjYx2FQw Xero | Reconcile Bank Accounts Pt 1: Match, Create, Transfer: https://youtu.be/D9CYOuAydac Xero | Reconcile Bank Accounts Pt2: Reconcile Period: https://youtu.be/5fnwMC_QUo0 Hubdoc | Audit-Proof Your Business: https://youtu.be/vzSrPZOSJ3o 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)

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 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

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 (by the time this comes out) to write another BTS Newsletter. The two are **completely unrelated in topics—** combining the voice over of my Newsletter (unfiltered thoughts combined with a little education + provoking thoughts) with my random vlogging day. I hope you enjoy… make sure you watch it on YouTube for the full effect. In this episode you’ll hear: The audio version of Vol. 7. No more arbitrary price increases Audio of my check ins through out the day WATCH ON YOUTUBE FOR THE FULL EXPERIENCE → subscribe while you’re there. Subscribe to the Newsletter. I don’t sell in them. They are my own personal thoughts and musings as I build & grow my businesses. There will be typos. Half the time, I write them from my phone. Right when inspiration hits. 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)

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 testing it inside our own firm before rolling it out to clients. From auto bank reconciliation to creating invoices via conversation, there are some genuinely cool time-saving features here, but there's still a lot you need to be doing yourself. In this episode you’ll hear: How JAX works inside Xero What security and data privacy measures are in place How the auto bank reconciliation feature works How JAX can look up vendor information from the web while you're coding transactions How to use JAX to create invoices, pull up open invoices, and even build quotes Resources mentioned in this episode: Xero : https://xeroamericas.partnerlinks.io/79afz10exu7d JAX Article: https://central.xero.com/s/article/About-Just-Ask-Xero-JAX-AU Xero’s data commitment: https://www.xero.com/us/data/ Xero Playlist → https://www.youtube.com/playlist?list=PLvpVbZsrj-tXq1nN53z162JbTwGeH3GPf 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)