The Ambitious Bookkeeper Podcast

De: Serena Shoup CPA
  • Resumen

  • 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

    © 2025 The Ambitious Bookkeeper Podcast
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Episodios
  • 196 ⎸ The Comeback Blueprint: What Every Ambitious Man Needs to Hear with Cletus Coffey
    Apr 23 2025

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    In this powerful episode of The Ambitious Bookkeeper Podcast, Serena Shoup chats with Cletus Coffey, former pro athlete, single dad, and founder of Torch Training. Cletus shares his remarkable journey from professional sports to entrepreneurial failures to finding his authentic purpose through personal transformation.


    In this episode you’ll hear:

    • Cletus's journey from pro athlete to struggling entrepreneur to finding true alignment
    • Practical frameworks for balancing ambition, family, and personal growth
    • How to break free from achievement addiction and redefine success beyond the "scoreboard"
    • The importance of mastering your mornings and creating structure that prioritizes self-care

    Resources mentioned in this episode:

    • Cletus Coffey's website: CletusCoffey.com
    • Be The Torch Podcast
    • Morning Mastery Challenge - includes downloadable cheat sheet and video tutorial
    • BBD Live with James Wedmore (event where Serena and Cletus met)


    Meet Cletus Coffey

    Cletus Coffey is a former professional and world champion athlete turned founder of Be The Torch Academy. After losing his first business and navigating the challenges of divorce and being a single dad, Cletus struggled silently through a long period of pain and darkness. Through an unwavering devotion to self-mastery, he unlocked a path to greater personal power, purpose and passion, which included helping men—specifically single fathers and entrepreneurs—master their lives and businesses. Combining self-mastery with business and personal development, Cletus helps single dads who own a business, master their true authentic self so that they can finally become a man capable of experiencing happiness, fulfillment and freedom in their business and life.


    Connect with Cletus Coffey

    https://www.linkedin.com/in/cletuscoffey/

    https://www.linkedin.com/company/torchtraining/

    @cletuscoffey

    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)

    Join the next free training at ambitiousbookkeeper.com/training

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    41 m
  • 195 | Bookkeeping in the Fair Tax Era
    Apr 16 2025

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    In this mini-episode, Serena shares her research on the Fair Tax Act and what it could mean for bookkeepers. She explains how this potential legislation would eliminate income tax and the IRS, replacing them with a national sales tax. Serena offers practical advice for bookkeepers to prepare for this potential shift and future-proof their businesses.

    In this episode you’ll hear:

    • A breakdown of what the Fair Tax Act actually means (goodbye income tax, hello 23-30% national sales tax!)
    • How bookkeeping services would evolve rather than disappear in this new tax landscape
    • Three actionable steps to prepare your bookkeeping business for this potential change
    • Why this shift could actually be an opportunity for ambitious bookkeepers to expand their services

    Resources mentioned in this episode:

    • Sales Tax Workshop: ambitiousbookkeeper.com/salestax
    • Elevate Program: ambitiousbookkeeper.com/elevate
    • The Accounting Podcast (formerly Cloud Accounting Podcast)
    • Avalara
    • Tax Jar
    • QBO
    • Xero

    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)
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    12 m
  • 194 | Organizing and Managing Work Production in Your Small Firm
    Apr 9 2025

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    Running a bookkeeping or accounting firm means juggling multiple clients, deadlines, and deliverables - often leading to that feeling of "I'm drowning in work!" As someone who's built a successful practice while working 20 hours or less per week, I've discovered that how you organize and manage your workflow makes all the difference between constant overwhelm and smooth operations.

    Whether you're flying solo or leading a small team, these three actionable strategies will help you streamline your processes, reduce stress, and scale your firm without the burnout.

    In this episode you’ll hear:

    • Three actionable strategies to centralize your workflows and processes in one place
    • How to implement a standardized file naming system that saves you hours of searching
    • Tips for designing your week with focus blocks to avoid context switching and burnout
    • Real examples of how I apply these strategies in my own bookkeeping business

    Resources mentioned in this episode:

    • Clickup
    • Asana
    • Google Sheets
    • Google Drive
    • The Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba

    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)
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    6 m
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