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Are you dreaming of starting your own bookkeeping business but feeling overwhelmed by all the decisions you need to make? You're not alone. As someone who's built a successful bookkeeping practice from scratch, I know firsthand that figuring out what services to offer, how to price them, where to find clients, and what technology you need can feel like navigating a maze.

In this episode you’ll hear:

• Advice on determining pricing strategies for bookkeeping services
• Practical methods for finding clients
• Recommendations for essential tech tools for new bookkeepers
• What bookkeeping services are most in-demand and how to decide which ones to offer

Resources mentioned in this episode:

• Ambitious Bookkeeper Free Training: http://www.ambitiousbookkeeper.com/training
• Mini Courses: http://www.ambitiousbookkeeper.com/store
  • Pricing for Profit
  • Bookkeeping Client Closer
• Bookkeeping Business Accelerator: http://www.ambitiousbookkeeper.com/bba
• Software tools mentioned:
  • QuickBooks
  • Xero
  • Shopify
  • TaxJar
  • ATX
  • Hubdoc
  • Calendly
  • Google Suite
  • Zoom
  • Loom
  • Asana
  • Canva
  • Dubsado

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)

Join the next free training at ambitiousbookkeeper.com/training

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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

Send us a text

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)