Send us a text

In this episode, I'm answering an audience question about whether the nonprofit sector is a viable niche for a new bookkeeping firm. I dive deep into the pros and cons of specializing in nonprofits and share actionable strategies for making this niche work.

What You Can Expect to Hear

• How to overcome the common challenge of nonprofits expecting discounted pricing through value-based pricing strategies
• Specific scalability tactics including productizing services, choosing specialized software, and building efficient processes
• Networking strategies and the sweet spot for targeting mid-size nonprofits that have budget but haven't internalized their accounting function

For experienced bookkeepers & accountants:

• Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator®: https://www.ambitiousbookkeeper.com/bba
• Grab my FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist
• Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard

For new bookkeepers:

• Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv

For online businesses:

• Become a client at my firm, Of Course Financial: https://www.ofcoursebookkeeping.com/contact

Connect with us:

• 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

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)

Send us a text

In this eye-opening episode, Serena sits down with Meenadchi, an ancestral healing practitioner, to explore how intergenerational trauma impacts our relationship with money. This isn't your typical business conversation - we're diving deep into the personal stuff that affects how you run your business and serve your clients … and get a little woo!

In this episode you’ll hear:

• How trauma from your ancestors (even great-grandparents) lives in your body and affects your money decisions today
• Why your "difficult" clients might not be responding because of their own money trauma - and how understanding this changes everything
• The surprising science behind why we existed in our grandmother's bellies and what that means for inherited patterns
• Practical exercises you can do right now to start healing your relationship with money, including writing a letter TO money

Resources mentioned in this episode:

• Free money magic meditation: https://meenadchi.myflodesk.com/moneymagic
• Trauma of Money™: https://www.thetraumaofmoney.com/
• Creme de la Creme Networking Group: https://cremedelacreme.coachesandcompany.com/

Meet Meenadchi

Meenadchi (she/her) is an ancestral healing practitioner, TEDx speaker, and communications expert whose work centers social change and embodied transformation. Using the modality of Family Constellation Therapy, Meenadchi supports socially-conscious changemakers and entrepreneurs heal inherited and ancestral money trauma, so that we can be paid well for our work and so that we can pour funds into our communities from a state of overflow instead of self-sacrifice. Meenadchi holds a clinical license in occupational therapy and has historically served communities impacted by gender-based violence, complex trauma, and serious mental illness. She is the author of Decolonizing Non-Violent Communication (2019) and is a faculty member with the Trauma of Money™.

Connect with Meenadchi

Website: http://meenadchi.com/

Linkedin: https://www.linkedin.com/in/meenadchi/

Instagram: https://www.instagram.com/with.meenadchi/

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.

Podcas

Join the next free training >

Send us a text

In this May Q&A episode, Serena dives deep into the practical side of building a bookkeeping business, covering everything from software partnerships and pricing strategies to finding your niche and standing out from the competition. She shares real-world advice on working with Xero and Gusto, addresses common struggles with client onboarding, and provides actionable tips for bookkeepers at every stage of their journey.

In this episode you’ll hear:

• How to handle software costs and partnerships with Xero and Gusto
• Strategies to differentiate yourself in a crowded bookkeeping market
• The real talk on choosing your niche and why you shouldn't let others talk you out of what you love
• Game-changing client onboarding tactics that eliminate problem clients from day one

Resources mentioned in this episode:

• Xero, Gusto, QBO, Hubdoc, Jet Convert, Dubsado, Relay Bank, Squarespace, Kajabi, Bluehost & Hover
• Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bba
• BBA VIP upgrade option
• Squarespace for Bookkeepers program by Tia: https://www.riledupgoats.com/ssfb
• Bookkeeping Biz Workshops (coming August, evenings, 3 days)

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