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Welcome to this special workshop series that will only be up for a LIMITED TIME (Till December 1st) where we're diving deep into what it really takes to start and run a virtual bookkeeping business.

This is the final episode of our three-part Bookkeeping Business Workshop series, where we're diving deep into designing the business. We're talking about your ideal business, your perfect-fit clients, and we're demystifying the sales process because I know that part freaks a lot of you out.

In this episode you’ll hear:

• How to design your dream bookkeeping business
• The exact framework for identifying your perfect-fit client
• My four-step discovery call structure that makes selling feel natural
• The complete roadmap for getting your bookkeeping business up and running

Resources mentioned in this episode:

• Get the Templates & Workbook for $27: https://www.ambitiousbookkeeper.com/offers/VhYZ8Efs
• Get the special code and the discount for 20% off the Bookkeeping Business Accelerator, Self-Paced before December 1st at: ttps://www.ambitiousbookkeeper.com/subscribe
• Elevate: https://www.ambitiousbookkeeper.com/elevate

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)

Subscribe to stay in the know about Black Friday:

ambitiousbookkeeper.com/subscribe

Black Friday Sale happens November 28 - Dec 2

Get access to the Dubsado Decoded Private Podcast Series here>>

Send us a text

Welcome to this special workshop series that will only be up for a LIMITED TIME (Till December 1st) where we're diving deep into what it really takes to start and run a virtual bookkeeping business.

In this episode, we pull apart accounting tech stacks so you know what you need and what would be nice to have.

In this episode you’ll hear:

• Complete accounting stack breakdown
• The business stack that'll scale
• What you actually need to start
• Solutions to common tech issues

Resources mentioned in this episode:

• Get the Templates & Workbook for $27: https://www.ambitiousbookkeeper.com/offers/VhYZ8Efs
• Start your free trial of Xero: https://xero5440.partnerlinks.io/xirpf8p1xkoz
• Accountants & Bookkeepers: become a Xero partner: https://xeroamericas.partnerlinks.io/79afz10exu7d
• Alyssa Lang’s Kickoff With Asana: https://serenashoup.krtra.com/t/41Ux6YmOFQYf
• QuickBooks Online: https://www.referquickbooks.com/s/Serena4
• Relay Bank: https://relayfi.com?referralcode=ShoupCPA
• Gusto Payroll: https://gusto.com:/partners/i/serena591
• Dubsado: https://www.dubsado.com/?c=shoupcpa
• Canva: https://www.canva.com/join/relish-scale-floristic
• Clockify: https://clockify.me/?fpr=qyebl2
• Google Workspace: https://referworkspace.app.goo.gl/Xo4G
• Kajabi: https://app.kajabi.com/r/SLFEMUL4/t/uiptq7nu
• Double (Formerly known as Keeper): https://keeper.app/?via=serena
• OpenPhone: https://openph.one/referral/XA0kFFR

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.

Subscribe to stay in the know about Black Friday:

ambitiousbookkeeper.com/subscribe

Black Friday Sale happens November 28 - Dec 2

Get access to the Dubsado Decoded Private Podcast Series here>>

Send us a text

Welcome to this special workshop series that will only be up for a LIMITED TIME (Till December 1st) where we're diving deep into what it really takes to start and run a virtual bookkeeping business.

In this first session, we talked about imposter syndrome, limiting beliefs that hold us back, and the big scary topics everyone's whispering about: AI and market saturation.

In this episode you’ll hear:

• The truth about AI and your bookkeeping career
• Why market saturation is a myth
• The difference between bookkeeping and accounting
• How to flip the script on your limiting beliefs

Resources mentioned in this episode:

• Get the Templates & Workbook for $27: https://www.ambitiousbookkeeper.com/offers/VhYZ8Efs
• Start your free trial of Xero: https://xero5440.partnerlinks.io/xirpf8p1xkoz
• Accountants & Bookkeepers: become a Xero partner: https://xeroamericas.partnerlinks.io/79afz10exu7d

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)

Subscribe to stay in the know about Black Friday:

ambitiousbookkeeper.com/subscribe

Black Friday Sale happens November 28 - Dec 2

Get access to the Dubsado Decoded Private Podcast Series here>>