The Ambitious Bookkeeper Podcast

253 | Q&A: Xero Fresh Start or QBO Migrate, A2X, Gusto Payroll, and More

In this September live Q&A, we covered a lot of ground. We talked about whether to convert a client from QBO to Xero or start fresh, how to realistically land more client

252 ⎸ Bookkeeping is NOT a commodity when done right with Katie Ferro Part 2

Katie Ferro is back for part two, and we picked up right where we left off with Katie's line that stuck with me all week: if you don't have a stance, it's

251 ⎸ Bookkeeping is NOT a commodity when done right with Katie Ferro

I've been connected with Katie Ferro since the very beginning of my business. I literally found her on a podcast while I was on maternity leave dreaming about starti

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

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

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

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'

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,

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

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

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:

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

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

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

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

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

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.

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

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

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