Recent Episodes
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196 ⎸ The Comeback Blueprint: What Every Ambitious Man Needs to Hear with Cletus Coffey
Apr 23, 2025 – 40:32 -
195 | Bookkeeping in the Fair Tax Era
Apr 15, 2025 – 12:26 -
194 | Organizing and Managing Work Production in Your Small Firm
Apr 9, 2025 – 05:48 -
193 | Marketing without Social Media
Apr 2, 2025 – 15:00 -
192 | How to Combat Imposter Syndrome
Mar 26, 2025 – 09:02 -
191 | Setting up TaxJar for eCommerce Businesses
Mar 19, 2025 – 09:33 -
190 ⎸ Building Business Together with Megan Tobler
Mar 12, 2025 – 33:48 -
189 | Are There Remote Bookkeeping Opportunities Still?
Mar 5, 2025 – 08:39 -
188 | How to Become a Better Leader with Alyssa Lang
Feb 23, 2025 – 51:33 -
187 ⎸ How to Handle Sales Tax with Brian Greer of TaxConnex
Feb 19, 2025 – 30:49 -
186 ⎸ [Q&A] E-commerce, Digital Products & the CFO Title
Feb 12, 2025 – 27:46 -
185 ⎸ Correcting Bank Balances in Xero
Feb 3, 2025 – 07:03 -
[Tech] OpenPhone for 2FA & Client Communication
Jan 30, 2025 – 07:09 -
184 ⎸ Weekly (Micro) Reporting for Clients with Shea & Michelle
Jan 29, 2025 – 42:41 -
183 ⎸ Keys to Growth & Pricing with Ryan Lazanis
Jan 22, 2025 – 36:26 -
182 ⎸ The #1 Event to Attend this Year with Erin Pohan
Jan 15, 2025 – 41:00 -
181 ⎸ 1099 Training - Updates for 2025
Jan 8, 2025 – 29:47 -
180 ⎸ How to Make this Year More Profitable
Jan 1, 2025 – 14:23 -
179 ⎸ Managing Your Energy in Business with Emily Leahy
Dec 18, 2024 – 38:31 -
178 ⎸ Lead Magnets & Email with Liz Wilcox
Dec 4, 2024 – 36:58 -
177 | Crafting Deliverables that Matter
Nov 27, 2024 – 27:39 -
176 ⎸ How to Transform Clients into Your Biggest Cheerleaders with Madelyn Furlong
Nov 20, 2024 – 35:31 -
175 ⎸ Threads: Is it worth it?
Nov 13, 2024 – 10:20 -
174 ⎸ Sustainable Money Practices with Kara Perez
Nov 6, 2024 – 28:07 -
173 ⎸ Money Stories & Shame around Money with Wall Street Girl Next Door (Nicole Ayub)
Oct 30, 2024 – 36:19 -
172 ⎸ Defining your Values in Life & Business with Corree Roofener
Oct 23, 2024 – 47:39 -
171 ⎸ [ND] Bookkeeping with Neurodivergence with Aneisha Velazquez
Oct 16, 2024 – 39:17 -
170 ⎸ [ND] Starting a Neurodivergent Bookkeeping Business with Amy Burgess
Oct 9, 2024 – 25:45 -
169 ⎸ [ND] Managing Business & Home with ADHD with Megs Crawford
Oct 2, 2024 – 42:52 -
168 ⎸ Slowing down to create more success with Katy Murray
Sep 25, 2024 – 51:23 -
167 ⎸ Living a Happy & Balanced Life with Sharon Hefetz
Sep 18, 2024 – 28:41 -
166 ⎸ SEO for Bookkeepers with Jules White
Sep 11, 2024 – 35:25 -
165 ⎸ Tax: Should you offer it?
Sep 5, 2024 – 08:23 -
BONUS ⎸ Scotty + Serena BTS of performing at Xerocon
Aug 29, 2024 – 57:25 -
164 ⎸ [SPOTLIGHT] Build confidence to leave corporate with Rebekah Poirier
Aug 28, 2024 – 33:28 -
163 ⎸ [SPOTLIGHT] Customize your Business with Nic Robb
Aug 26, 2024 – 28:57 -
162 ⎸ What does it mean to be Ambitious?
Aug 21, 2024 – 12:05 -
161 ⎸ The Alyssa + Serena Show Part 2
Aug 7, 2024 – 01:02:38 -
160 ⎸ The Alyssa + Serena Show Part 1
Aug 7, 2024 – 01:01:52 -
159 ⎸ [STRATEGY] Managing Process vs. People with Becky Hesson
Jul 31, 2024 – 42:34 -
158 ⎸ The Onboarding Workflow
Jul 24, 2024 – 12:24 -
157 ⎸ How to Onboard Clients
Jul 17, 2024 – 30:14 -
156 ⎸ [SPOTLIGHT] Onboarding Systems for Solo Firms with Corrie Scott
Jul 10, 2024 – 31:35 -
155 | [RE-AIR] Onboarding With Dubsado with Kendra Courtney
Jul 3, 2024 – 47:44 -
154 | [Q&A] QBO Integrations, Cyber Security, and More
Jun 27, 2024 – 20:38 -
153 ⎸ Balancing your Sidehustle with Corporate
Jun 19, 2024 – 14:59 -
152 | Offboarding Clients
Jun 12, 2024 – 06:48 -
151 ⎸ The Secret to Staying out of your Inbox
Jun 5, 2024 – 21:01 -
150 | [Q&A] Thinking Outside of the Box
May 30, 2024 – 32:50 -
149 ⎸Social Media for Accountants with Alison Lukin
May 22, 2024 – 48:05
Recent Reviews
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croofenerTackling the whole personThank you for bringing in the things that we need to address with our whole selves not just as a business owner.
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Mysty BrooksPure Gold 💫As a long time follower Ive been aspiring to be a virtual bookkeeper but I still need to get in the right head space to break off from my corporate AP/AR do-it-all job. I’m thankful for Serena’s episodes! They are so educational and inspiring with all the beneficial bookkeeping golden nuggets. Never boring, always great info with the perks of links in the show notes so you can go back and research which is amazing!
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Baby BruceSo helpful!This podcast has SO MANY tactical and helpful episodes about running a successful bookkeeping business. Serena is truly a wealth of knowledge and is so eager to share and help those who want to learn this awesome skill.
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Alina LedgerSmartSuch great infoI absolutely love her podcasts, she provides such good, valuable information and I can tell she just genuinely cares! I had asked her questions on instagram and not only did she respond to me, she answered those questions on her podcast in detail! Thanks Serena!
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GloMommy!Excellent podcastAs a bookkeeping business owner, Serena’s weekly podcast episodes have been so helpful to me. She truly breaks down topics in a concise manner on so many topics relevant to the accountant community. I try to not miss any of her episodes - it’s a weekly must for me!!
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MegBellCPAInteresting, informative and innovative!Serena is very knowledgeable and genuinely eager to help other accountants succeed. I can’t wait to listen to every episode. Thank you for providing so many resources and encouraging others to make their dreams a reality 😁
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LaurkitaFive start podcastI absolutely love this podcast! Very informative and easy to digest
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m_graceLoads of infoReally love Serena’s podcast. Soooo much good information presented in an easily digestible way. This podcast has changed my way of thinking for running a bookkeeping business, highly recommend!
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<3CM<3Literally don’t know what I would do without this lady.Serena is absolutely a genuine soul. I have been listening to her podcast for about a year now. (Officially started my bookkeeping business in March) Her wealth of knowledge is absolutely invaluable. And her latest podcast, explaining her year end process,… I just so appreciate. This is my first year end in business and I am looking forward to her Black Friday email so I can make a purchase and receive her confident compliance bundle. I agree, I’m not sure WHY you’re adding this as a free bonus!! But I am ever so grateful! I can’t wait until I am more lined out with my processes and in a good spot to purchase elevate and learn even more from you. Thanks for being a great teacher.
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RaChen8485Great ContentSerena demystifies many topics around starting and running a bookkeeping business. She cites real numbers and real people. She’s honest about what it takes to grow and offer more sophisticated services. Thank you Serena!
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Stacy A.V.A Must Listen for an Introvert!!This is one of my favorite podcasts! Serena’s voice is so calming. She is so smart and funny. A lot of her content is motivating, inspiring and achievable for an introvert, like myself. I sense she is coming from a wholehearted place, as she provides the information and help this amazing community.
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MelyssaMundayGood info for business ownersI am not a bookkeeper but I’m finding Serena’s podcast helpful as a small business owner. She was a guest speaker in a program I’m in and she provided very good tips and education.
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E Po.Relatable and Needed!Serena is able to envision all the questions we may have when it comes to starting our own bookkeeping business and dive deep into their answers with relatable swag. Grateful to listen to each and every podcast episode and for the curated guests who can offer even more insight into this industry.
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Mrsstephfrancis05You had me at 10 KeyI too am a 10 key wizard ha! Love this podcast an Dan currently in the dreaming phase and hope to make the jump soon. Keep up the great work!
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evemb625BookkeeperVery helpful. I enjoy listening -Thank you!
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Renee@OpsMaseEasyLLCAMAZING!I feel blessed to have found this podcast and actually Serena in general! Love following your SM and podcasts and have learned so much from you! Thank you for giving your time and expert knowledge towards our field! ~ Renee
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jv94008HelpfulVery helpful information! Thanks for sharing.
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@kimstewinspiredGreat advice for bookkeepers at all levelsWhat a great show to learn about entrepreneurship and finances for those of us who serve as our own bookkeepers. And be sure to check out her interview with Krystal Proffitt, great gems on marketing your bookkeeping biz through a podcast! ❤️ Kim Stewart, The Podwize Group
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Meg MoranThoughtful, kind and smartSerena is such a great interviewer! She’s thoughtful, kind, smart and makes great connections that help you really get value out of each episode! I highly recommend!
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IanAB1So HelpfulThis is an awesome podcast! I recently started my own bookkeeping business and find all of this information so helpful. Serena is a great interviewer and she delivers a great podcast!
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sfulmerVery informative!I work a 9-5 as an accountant and just launched my bookkeeping business. Helpful information in every episode.
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ConlopezI Am Loving This PodcastSerena is a great communicator and interviewer. She mixes in her guests opinions with her real world experience. As a newer bookkeeper I am finding it especially informative. Her interview with the former IRS auditor is a must listen for everyone. Real world, usable advice. It was my favorite episode of the year on ANY podcast.
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Mind Your AssetsTHE PODCAST for Bookkeepers !!I am so happy I found Serena’s podcast ! This podcast is a MUST listen if you are a bookkeeper. She gives soo many tips and advice that help your business and life so much better. I can’t wait to hear more episodes.
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jordalaniBest podcast for beginners!I’m not new to accounting but new to bookkeeping. I ran across Serena in a Facebook group and have been a fan since! This podcast is so fulfilling and informative on all levels. If you are a beginner in starting your own bookkeeping business i strongly recommend listening AND following Serena because she is THAT chick. Can’t wait for more episodes!
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Alyssa 💕🦄Where has Serena been my whole life?Where to start when it comes to how much I LOVE the Ambitious Bookkeeper podcast and how much I’ve been CRAVING a podcast like this! It’s so nice to finally hear someone talk to everyone at all stages of owning their bookkeeping practice and you can hear it in her voice how much she just gets you. Thankful to have stumbled across her Instagram and found her podcast. The amount of actionable tips she’s provided are amazing and I can’t wait to hear all the things! Must listen if you’re a bookkeeper! 💕
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