Send us a text some links are affiliate links In this episode, I'm walking you through one of my absolute favorite tools for keeping your business audit-proof: Hubdoc. I'll show you exactly how we use it at Of Course Financial to help our clients manage their supporting business documents digitally, save hundreds of hours every year, and stay compliant with IRS requirements. Plus, I've got some exciting announcements about upcoming Xero tutorials, the Bookkeeping Biz Workshops re-airing, and ...
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Send us a text some links are affiliate links In this episode, I'm walking you through one of my absolute favorite tools for keeping your business audit-proof: Hubdoc. I'll show you exactly how we use it at Of Course Financial to help our clients manage their supporting business documents digitally, save hundreds of hours every year, and stay compliant with IRS requirements. Plus, I've got some exciting announcements about upcoming Xero tutorials, the Bookkeeping Biz Workshops re-airing, and ...
Send us a text some links are affiliate links In this episode, I'm walking you through one of my absolute favorite tools for keeping your business audit-proof: Hubdoc. I'll show you exactly how we use it at Of Course Financial to help our clients manage their supporting business documents digitally, save hundreds of hours every year, and stay compliant with IRS requirements. Plus, I've got some exciting announcements about upcoming Xero tutorials, the Bookkeeping Biz Workshops re-airing, and ...
Send us a text Hey guys! This month's live Q&A was packed with real talk about the nitty-gritty of running a bookkeeping business. We covered everything from pricing cleanups (spoiler: diagnostics are your best friend) to getting cyber insurance (yes, it's non-negotiable), and I even got vulnerable about my experience juggling babies and business. If you've ever wondered how to market to trades, what reports clients actually need, or how to take maternity leave as a business owner, this e...
Send us a text some links are affiliate links Want to see my weekly timesheets? Follow me on Threads: https://www.threads.net/@ambitiousbookkeeper No one talks enough about the amount of time that goes into an online course business. So I’m talking about it today. In this episode you’ll hear: My profit margins for both my firm & my online course businessthe time I spend during launches & fulfillmenthow much time I spent in August 2025 on both businessesResources mentioned in this epis...
Send us a text Cyber scams targeting bookkeepers are getting more sophisticated, and I'm sitting down with insurance expert Jock Wols to talk about what's happening in our industry right now. I even share my own recent experience being targeted through the Gusto partner directory—twice in one day! If you think it won't happen to you, think again. This conversation is packed with real stories, practical tips, and the insurance knowledge you need to protect your business in 2025. In this episod...
Send us a text In this episode, I sat down with Margie Remmers-Davis, founder and CEO of Akadian Accounting Education, to talk about what it really takes to learn QuickBooks Online. If you've ever felt like the ProAdvisor certification didn't actually prepare you to do bookkeeping work, this conversation is for you. Margie shares her incredible journey from stay-at-home mom to bookkeeping educator, and we dive deep into how she's revolutionizing the way people learn QBO and bookkeeping. In th...
Send us a text Hey there! In this episode, I'm breaking down exactly what you actually need to start your bookkeeping business - no fluff, just the tactical stuff that matters. As someone who accidentally started my bookkeeping business as a side hustle to motherhood and now mentors other bookkeepers, I'm sharing the five non-negotiables that will set you up for success from day one. In this episode you’ll hear: The complete education and experience foundation you needAll the paperwork and co...
Send us a text In this episode, I'm sharing my personal journey through toxic mold exposure and the health challenges that nearly broke me as a mom and business owner. I'm joined by my nutritionist Dariella Gonitzke, who I met at BBD Live when I was at my lowest point. We dive deep into how stress, environmental factors, and hormonal changes can completely derail your health - and what you can actually do about it. In this episode you’ll hear: How I went from a healthy mom to barely functioni...
Send us a text Is it time to move your clients to Xero? Let’s talk about some considerations, before you embark on this path In this episode you’ll hear: how to know if it’s time to leave QBOsteps to take to migrate your clientsresources and benefits of being a Xero PartnerResources mentioned in this episode: Sign up for the Xero Partner Program: https://xeroamericas.partnerlinks.io/79afz10exu7d (affiliate link)Why we’re a Xero Firm Episode 19: https://www.buzzsprout.com/1774460/9399655Jetcon...
Send us a text Hey ambitious bookkeepers! In this week's audio-only episode, I'm getting real about a bold statement: entrepreneurship isn't hard. I know, I know - you're probably thinking I've lost it, right? But hear me out. This episode dives into how our mindset and the people we surround ourselves with can completely shift our experience as business owners. In this episode you’ll hear: Why it matters who you hang aroundThe issues with "venting" sessions with other business ownersThe posi...
Send us a text Today I'm re-airing one of my favorite spotlight episodes featuring two incredible BBA students - Erin and Misa. These ladies built thriving bookkeeping businesses from absolutely nothing, and I'm sharing their real, raw stories plus giving you an update on where they are now (spoiler alert: they're both crushing it!). If you've been wondering whether you can actually make this work while juggling life, work, and family, this episode is going to give you all the inspiration you...
Send us a text Hey everyone! This month's live Q&A was packed with so many golden nuggets for your bookkeeping business. We covered everything from client management to getting started with confidence - basically all the real stuff you're dealing with day-to-day. In this episode you’ll hear: Getting Clients in Niche MarketsHandling Unresponsive ClientsRecording Startup ExpensesBookkeeping Practice TestsUsing Airtable, Asana, and DubsadoClient Management and Team StructureMigrating New Cli...
Send us a text Hey ambitious bookkeepers! In this episode, I'm getting real about my "accidental" start in accounting and why NOW is always the best time to start your bookkeeping business. I'm sharing my journey from elementary education major to single mom working at a health food co-op, all the way to building my own virtual bookkeeping firm while raising kids. Spoiler alert: success doesn't require a perfect plan! In this episode you’ll hear: How I got into accountingThe exact steps I too...
Send us a text In this episode, I'm sharing one of my most game-changing strategies - my Sunday evening planning ritual. If you're feeling overwhelmed juggling kids, home life, and building your business, this 15-20 minute weekly practice will help you take back control of your time and align your week with what truly matters. In this episode you’ll hear: How to implement a Sunday planning ritualThe exact tools I useHow I organize my entire week in under 20 minutesMy secret methodology for fi...
Send us a text In this episode, I had an incredibly insightful conversation with Robin J. Emdon, author of "GetResultsology - The Science of Getting Stuff Done" and a productivity coach who specializes in helping people overcome procrastination. In this conversation Robin dives deep into the psychology behind why we procrastinate and provides concrete strategies to break free from it. In this episode you’ll hear: The neuroscience behind procrastinationThe three neurotransmitters you need to g...
Send us a text In this episode, Serena sits with Grace Costa, founder of Social Mixed Media and the Social Accountant, to dive deep into what's working in social media marketing right now. Grace shares her journey from accountant to marketing agency owner and gives us the real scoop on how AI is changing the game for bookkeepers and accountants trying to land clients online. In this episode you’ll hear: - 4 core organic marketing strategies for bookkeepers and accountants in 2025 - How AI an...
Send us a text Hey everyone! This month's live Q&A was packed with so many good questions from the community. We covered everything from client communication systems to accrual accounting transitions, and I even got to address some pricing questions that I know so many of you struggle with. In this episode you’ll hear: Client request systems and processesXero migrations and software recommendationsAccrual accounting deep divePricing strategies and business growthResources mentioned in thi...
Send us a text Join Serena and Alyssa Lang, the Workflow Queen, as they dive deep into the results of the first-ever State of Virtual Bookkeeping and Accounting Industry Report! We collected over 200 responses from bookkeepers and accounting firm owners like you, and the data is honestly eye-opening. This isn't your typical corporate survey - this is BY us, FOR us small firm owners. In this episode you’ll hear: The advisory services reality check - Why 41% of you are probably already doing ad...
Send us a text This bonus episode features the live recording from Wave Seattle, where I joined forces with Alyssa Lang (the Workflow Queen) and event host Erin Pohan for an authentic conversation about business, friendship, and finding your people in the accounting industry. We shared our "biz bestie" origin story, talked about navigating personal setbacks as business leaders, and answered real questions from the audience about everything from hiring to burnout. In this episode you’ll hear: ...
Send us a text In this episode, I had the incredible opportunity to sit down with Adrian Lopez, a former IRS revenue agent turned CPA, who just left the IRS last month to start his own practice. Adrian pulls back the curtain on what really happens during IRS audits and shares insider secrets that every bookkeeper and business owner needs to know. In this episode you’ll hear: The real audit triggers that most people don't know about (hint: it's not filing extensions!)Why construction contracto...
Send us a text In this episode, I'm tackling a listener question about document retention in our digital age. You know how we used to worry about keeping physical files for 3, 5, or 7 years? Well, now that everything's digital and stored in the cloud, does that change our retention strategy? Spoiler alert: it's way more complex than I initially thought! I'm breaking down both IRS guidelines for small businesses AND AICPA guidelines for accounting firms, plus sharing exactly what we do in our ...
Send us a text some links are affiliate links In this episode, I'm walking you through one of my absolute favorite tools for keeping your business audit-proof: Hubdoc. I'll show you exactly how we use it at Of Course Financial to help our clients manage their supporting business documents digitally, save hundreds of hours every year, and stay compliant with IRS requirements. Plus, I've got some exciting announcements about upcoming Xero tutorials, the Bookkeeping Biz Workshops re-airing, and ...
