The Ambitious Bookkeeper with Serena Shoup, CPA

The Ambitious Bookkeeper with Serena Shoup, CPA We help bookkeepers grow their businesses.
🎙️The Ambitious Bookkeeper Podcast

I help experienced and aspiring accountants start and grow their own virtual bookkeeping businesses so they can create their ideal life. Over the past few years of running my own virtual accounting firm, I've noticed there is an abundance of small businesses that need help from qualified bookkeepers and accountants so I started mentoring others who had the desire to help these businesses.

06/19/2026

The best time to ask for the referral is RIGHT AFTER ONBOARDING. When your clients are SUPER stoked on working with you.

They’re feeling relief

They’re feeling seen

They’re feeling taken care of

(If you give them this during onboarding).

But it’s ok if you haven’t quite hit the mark here. It’s not too late.

Comment UPGRADE if your clients onboarding experience needs an upgrade & I’ll send you my free private podcast series where we talk all about this and more.

06/16/2026

Is this you: you’re a bookkeeper who delivers an experience✨ not just a service.

You’re intentional about your onboarding process & the beginning of the relationship.

If not, but you want to be, comment INTENTIONAL and I’ll send you a free audio series I created with my friend Kendra Courtney | Certified Dubsado & Workflow Specialist. We break down several aspects of that can lay a better foundation right of the bat with clients, ultimately resulting in more trust & cooperation.

🩵🩵

Some results we’re seeing so far that we are LOVING:33% of small firms have a small team (1-2 people)30% of firms have b...
06/13/2026

Some results we’re seeing so far that we are LOVING:

33% of small firms have a small team (1-2 people)

30% of firms have been in business 6-10 years 🎉

And my personal favorite:
Less than 10% of firm owners are working more than 40 hours a week

Which means we are all spending MORE time with loved ones and doing LIFE than working.

but we’re going to dive deeper into what makes people successful once we close the survey.

Share your voice & your stats and make a difference in our community!

$1 will be donated to Make A Wish ✨ for each response, in honor of Alyssa Lang | Systems for Bookkeepers brother Joey.

Survey closes June 15.

Comment SIRVEY for the link to take it & opt in for the results (your email will not be tied to the survey answers you provide, pinky promise).

06/13/2026

We’re almost to the end of our survey response collection and we neeeed your help!

We really want to be able to max our donation, which means we need your response, because we’re donating $1 for each one to Make a Wish in honor of Alyssa Lang | Systems for Bookkeepers’s brother Joey.

June 15 is the last day to respond.
It takes under 10 minutes.

We’re going to be digging into the data from multiple angles when we release the results; so you can actually benchmark yourself apples to apples.

Here’s what I mean: if you’re a solo firm, being able to see OF THE SOLO OWNER FIRMS, what is their revenue range? What size clients are they serving? How many? What’s their pricing like?

…see how much more meaningful these surveys can be??

So comment SURVEY for the link and get your data in there meow!

We’re more than halfway through the **State of Virtual Bookkeeping Survey** and the insights are amazing so far: - Most ...
06/12/2026

We’re more than halfway through the **State of Virtual Bookkeeping Survey** and the insights are amazing so far:

- Most respondents are solo or have tiny teams
- Many are juggling multiple service types
- Pricing is *all over the map*
- And use of AI… this one is interesting!

Have you added your voice yet?

It takes less than 15 minutes, AND $1 goes to Make A Wish for every completed survey.✨

đź”— Head to https://www.ambitiousbookkeeper.com/survey

Let’s make some noise for the solo bookkeepers, virtual firms, and boutique service providers. The State of Virtual Book...
06/10/2026

Let’s make some noise for the solo bookkeepers, virtual firms, and boutique service providers.

The State of Virtual Bookkeeping & Accounting Industry Survey is officially live AND for every response, we’re donating $1 to Make A Wish.

This isn’t a survey about big firms. It’s about us. We’re asking things like:

- What are bookkeepers actually charging?

- What tools are working (or not)?

- Are you building a team or keeping it lean?

- How are you using AI?

It takes under 15 minutes. It’s anonymous. And it helps us all.

đź”— Head to https://www.ambitiousbookkeeper.com/survey

Final week! ⏰ The State of Virtual Bookkeeping Survey closes June 15th. Haven’t filled it out yet? It takes less than 15...
06/09/2026

Final week!
⏰ The State of Virtual Bookkeeping Survey closes June 15th. Haven’t filled it out yet? It takes less than 15 minutes, is fully anonymous, and helps shine a light on what’s really happening in our industry.

Plus, we’re donating $1 to Make a Wish for every response. Let’s go out strong!

đź”— Head to https://www.ambitiousbookkeeper.com/survey

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Prescott, AZ

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