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The Ambitious Bookkeeper Podcast

The Ambitious Bookkeeper Podcast

De : Serena Shoup CPA
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À propos de ce contenu audio

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

© 2026 The Ambitious Bookkeeper Podcast
Direction Développement personnel Economie Management et direction Réussite personnelle
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    Épisodes
    • 227 | Increasing Your Sales with Hunter Rademacher
      Jan 28 2026

      Send us a text

      In this episode, Serena interviews Hunter Rademaker and they talk about Hunter’s expertise on sales in accounting, emphasizing client qualification, communication, advisory roles, and strategic hiring for growth.

      In this episode you’ll hear:

      • Hunter’s unique sales role
      • The sales process & qualifying new clients
      • Advice for new bookkeepers
      • Client retention & advisory
      • Pricing & hiring a sales person

      Resources mentioned in this episode:

      • House of Revenue/Sales BQ - Consulting company that helped set up the sales and marketing department at Hunter's firm
      • Facebook: https://www.facebook.com/serenashoupcpa
      • ADP

      Meet Hunter Rademacher

      My name is Hunter Rademacher, and I work in sales at CSI Accounting & Payroll. I spend my days speaking directly with small business owners — from one-person operations to companies with 100 employees — helping them navigate bookkeeping, payroll, cleanup work, and ongoing accounting support.

      Because I’m on the front lines of these conversations, I get a clear view into why small businesses choose a bookkeeper, why they leave one, and what they actually want from an accounting partner. I’ve learned where trust breaks down in the sales process and how bookkeeping firms can position their services more confidently and profitably.

      Connect with Hunter

      LinkedIn: https://www.linkedin.com/in/hunter-rademacher/

      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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      51 min
    • 226 | Need to know OBBBA highlights for Bookkeepers Adrian Lopez
      Jan 14 2026

      Send us a text

      The 'One Big Beautiful Bill' introduces significant tax changes for 1099s, depreciation, and employer credits, emphasizing meticulous bookkeeping for compliance and savings. Listen in to the conversation with Adrian & Serena as they unpack the need-to-know highlights for bookkeepers and how you can stand out in the industry by making a few small changes to your processes.

      In this episode you’ll hear:

      • 1099 Reporting Changes
      • Bonus Depreciation and Section 179
      • Tips and Charitable Contributions
      • Employer Tax Credits and Deductions
      • Pass-Through Entity Tax and Reconciliation

      Resources mentioned in this episode:

      • → want to see that ‘tax package’ in action? Grab the Confident Compliance Bundle
      • 205 ⎸ Protecting Your Clients from Audits with Ex Irs Auditor Adrian Lopez

      Meet Adrian

      I’m Adrian Lopez, a Certified Public Accountant (CPA) and former IRS Revenue Agent.

      During my tenure as a Revenue Agent in the IRS Small Business / Self-Employed Division, I audited self-employed and small business taxpayers like restaurants, construction contractors, real estate agents & brokers, wealth managers, tax preparers, and farmers.

      Now, I help individuals, families, small businesses, and non-profits thrive by providing quality tax return preparation, tax planning & advisory, bookkeeping & accounting, and tax representation.

      Connect with Adrian

      Website: https://anlcpa.com/

      Linkedin: https://www.linkedin.com/in/adrianl1996/

      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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      58 min
    • 225 ⎸ Recast: Become a Bookkeeper with Katie Ferro
      Dec 17 2025

      Send us a text

      Before we close things down for the holidays, I decided to bring back one of my favorite interviews from the vault. In 2021 during one of our Bookkeeping Biz Workshop rounds, I brought Katie on to chat about a program she had just created—which is still going strong today—in fact, has been revamped and redesiged since she created it, and I want to make sure you all know about it. But more so than that, I wanted to bring this conversation back to you in case you’re planning for the new year. This will give you some things to consider, especially if you’re balancing motherhood with building your business, or dreaming of starting your business in 2026.

      In this episode you’ll hear:

      • Katie’s background: CPA → corporate → motherhood → bookkeeping business (and how she was “paid to quit” at the perfect time)
      • The emotional reality of leaving corporate—even when it’s the right move
      • Why the early seasons of motherhood are intense, and how that shapes business decisions
      • How Katie’s bookkeeping business grew: referrals, small beginnings, pricing lessons, and early client expansion
      • The mindset shift: bookkeeping as a stable, scalable foundation (especially once you hire a team)
      • Hiring earlier than feels comfortable: babysitters, cleaners, and bookkeepers as “buying back time”
      • Why working at home with kids around can be harder than being fully out of the house
      • Office space + opportunity cost: how one monthly client can fund the setup that changes everything
      • Training a team the right way: slow client-by-client handoff, upfront time investment, long-term payoff
      • Client continuity + freedom: not being the only person clients rely on
      • Katie’s Become a Bookkeeper (BABS) course overview: Learn → Shadow → Apply (practicum)

      Resources mentioned in this episode:

      • Become A Bookkeeper

      Connect with Katie: : instagram.com/orderlyaccountingbykatie

      Listen to Katie’s Podcast: Profits & Prosecco

      Sign up for Become A Bookkeeper

      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:
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      1 h et 10 min
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