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From AI tools and scope creep to finding your first clients and onboarding systems, whether you're just dreaming about starting a bookkeeping business or you're a few years in, there's something in here for you.

In this episode you’ll hear:

• How I use AI in my firm
• Pricing, scope creep, and tough money conversations
• Finding your first five clients
• Onboarding process

Resources mentioned in this episode:

• Bookkeeping Biz Workshops: https://www.ambitiousbookkeeper.com/workshops
• Onboarding Templates Freebie: https://www.ambitiousbookkeeper.com/onboarding
• Elevate: https://www.ambitiousbookkeeper.com/elevate
• Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba
• Effortless Client Requests: workflowqueen.com
• Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv
• Dubsado Decoded: https://kendracourtney.com/dubsado-decoded/
• Akadian QBO: https://fastandeasyqbo.samcart.com/referral/qbo-basic/8Duca0gOuAg8wpjF
• Bookkeeper Launch: https://sk293.isrefer.com/go/BLFS/SS64/

Affiliate Links

• Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d
• QuickBooks Online: https://www.referquickbooks.com/s/Serena4
• Dubsado: https://www.dubsado.com/?c=shoupcpa
• Gusto: https://gusto.com/r/1bjHm
• Content Snare: https://contentsnare.com/#_r_serena58
• Clockify: https://clockify.me/?fpr=qyebl2

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:

Join the Bookkeeping Biz Workshops | Mar 9-11 | Daily @ 3 PM Pacific >>

Send a text

Welcome back to our monthly live Q&A! We took a little break, but we're back and ready to tackle all your burning questions about building your bookkeeping business. Whether you're just getting started or scaling your firm, this episode is packed with real talk and practical advice.

In this episode you’ll hear:

• Partnership pitfalls and planning
• Tech stack essentials
• Hiring and leading your first employee
• Pricing strategies for startups and special situations

Resources mentioned in this episode:

• Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d
• QuickBooks Online: https://www.referquickbooks.com/s/Serena4
• Become a Bookkeeper by Katie Farrow: https://www.katieferro.com/a/38894/2PQNgtvv
• Risk Desk by Jock Walls at https://www.myriskdesk.com
• Dubsado: https://www.dubsado.com/?c=shoupcpa
• Google Workspace: https://referworkspace.app.goo.gl/Xo4G
• TaxJar, Anrok, Hubdoc

• "Make 'Em Beg to Work for You" by Dr. Angela E. Lauria
• "Teamwork" by Natalie Dawson

• Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba
• Elevate: https://www.ambitiousbookkeeper.com/elevate
• Confident Compliance Bundle: https://www.ambitiousbookkeeper.com/offers/tgPgMBJ7
• Workflow Queen's Breakthrough Program: https://serenashoup.krtra.com/t/IKUxtNZoz7lF
• Dubsado Decoded: https://kendracourtney.com/dubsado-decoded/
• QBO Gym: https://fastandeasyqbo.samcart.com/referral/GymChallenge/8Duca0gOuAg8wpjF

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:

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)