The Ambitious Bookkeeper Podcast artwork

Careers · Serena Shoup, CPA

The Ambitious Bookkeeper Podcast

by Serena Shoup, CPA

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

Latest episodes

Showing 20 · updated from the feed

250 | X2Uno: The Chrome Extension for Xero with Mark Corum

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

Sep 16
49 min

249 ⎸ [Q&A] Starting a Firm While Employed, Hiring Advice, and Employee Benefits

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

Sep 8
51 min

248 | How to Be a Collaborative Professional with Emily Bowie

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

Sep 2
35 min

247 | Tax + Bookkeeping; Should You Do Both? With Nick Cobos

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'

Aug 26
47 min

246 | Q&A - Transitioning to Advisory, Xero Integrations Disengaging with Clients, and More

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,

Aug 19
36 min

245 | Starting Your Firm from Scratch with Jaime Rodriguez

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

Aug 12
34 min

244 ⎸ The Summer Slump + Podcast Update

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 thro

Aug 5
11 min

243 | The Advisor Activation Series

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:

Jul 29
8 min

242 ⎸ 2026 Survey Results Breakdown w/ Alyssa Lang

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 Accou

Jul 1
54 min

241 ⎸ The State of Virtual Bookkeeping Industry with Alyssa

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 tw

Jun 1
56 min

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

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

May 20
37 min

239 ⎸ How to Serve Real Estate Investor Clients & Market Your Bookkeeping Business as an Introvert with Max Emory

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

May 6
58 min

Announcement: Closing Elevate

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

May 5
5 min

238 ⎸ Transforming the Accounting Landscape: A Conversation with Joe Woodard

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.

Apr 29
35 min

237 ⎸ [Q&A] Inbox Management, Tech Stack, and Practice Management Tips

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'v

Apr 22
38 min

236 | Take back your time with Dubsado 3.0

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 you

Apr 15
3 min

235 ⎸ Why I only use Xero

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 refres

Apr 8
28 min

234 | April Podcast Update

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 HubThanks for listenin

Apr 1
4 min

233 ⎸ No More Arbitrary Price Increases [vlog]

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 f

Mar 25
15 min

232 | Using AI in Bookkeeping

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,

Mar 18
21 min

Chart trend

Position in the Careers chart (US), last 90 days.

#59
all-time peak
120
days in the top 100 since Nov 2024

Chart positions

Where The Ambitious Bookkeeper Podcast ranks today in each Apple Podcasts chart (US, Sep 18, 2026).

#105 ▲ 54 Careers US

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