The Ambitious Bookkeeper Podcast

Serena Shoup

Booking Overview

This business interview and education show focuses on helping bookkeepers and accountants start, operate, and grow their firms, with external guests typically drawn from accounting practitioners, advisors, and adjacent software specialists. Suitable clients include bookkeeping and tax-firm owners, accounting advisors, financial educators, and developers of tools for accounting professionals; booking difficulty is low because the show features accessible working experts rather than highly prominent public figures.

Metrics

Episodes: 258

Frequency: Weekly

Rating: 4.8/5.0

Estimated listeners: 1k-10k

Gender skew: Neutral

Location: USA

YouTube: 3.2k subscribers

Instagram: 7.5k followers

Contact Information

Publicly listed emails

serena.lo.potter@gmail.com

support@ambitiousbookkeeper.com

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Host

Serena Shoup - Serena Shoup is a CPA and bookkeeping business educator who provides support, training, and resources for bookkeepers and accountants building and growing their own firms.

Booking Intelligence

Booking Requirements

low

Typical Credentials:

Working experience operating a bookkeeping, accounting, tax, advisory, or related software business, with practical expertise that can help firm owners. Relevant professional credentials such as CPA or Enrolled Agent status are useful but not required when the guest has strong practitioner or product experience.

Required Achievements:

Built or operated a bookkeeping, accounting, tax, or advisory firm, Developed or led a product serving accounting professionals, Held substantial professional experience in accounting, finance, or business advisory, Created practical systems or expertise for firm growth, collaboration, hiring, or service expansion

Recent Guest Discussions

Mark Corum - Accounting Software Extensions, Xero And Quickbooks, Programming, Bookkeeping Technology, Pricing Models, And The Future Of Accounting.

Emily Bowie - Professional Collaboration, Partnerships, Working With Tax Professionals, Service Boundaries, Quality Standards, And Personal And Business Finances.

Nick Cobos - Adding Tax Services To A Bookkeeping Firm, Client Acquisition, Firm Growth, Delegation, And Operating An Integrated Tax And Bookkeeping Practice.

Recent Topics

Business, Entrepreneurship, Bookkeeping, Accounting, Business Advisory

Episodes

Here's the recent few episodes on

The Ambitious Bookkeeper Podcast

251 ⎸ Bookkeeping is NOT a commodity when done right with Katie Ferro

September 23, 2026

I've been connected with Katie Ferro since the very beginning of my business. I literally found her on a podcast while I was on maternity leave dreaming about starting a bookkeeping business, and I probably reached out to her like a weirdo on Instagram. We reconnected recently, had a conversation that was way too good to keep to ourselves, and decided to hit record. This one is a true coffee shop conversation between two industry friends who care a whole lot about competence, integrity, ...

250 | X2Uno: The Chrome Extension for Xero with Mark Corum

September 16, 2026

What if the tool you've been waiting for, the one that finally makes Xero as efficient as QuickBooks with Right Tool, already exists, and it's being built by a former bookkeeper who accidentally fell into coding? In this episode, Serena sits down with Mark Corum, the developer behind X2Uno and Right Tool, to talk about building Chrome extensions for accounting software, the surprising parallels between bookkeeping and programming, and why the tech world's pricing model might be...

249 ⎸ [Q&A] Starting a Firm While Employed, Hiring Advice, and Employee Benefits

September 08, 2026

This round of Live Q&A we got into some really good stuff: how to navigate starting your firm while you're still employed, why book to tax differences are completely normal and not something to lose sleep over, and how I approach the "can I afford to hire" conversation with clients (spoiler: it's rarely just about the numbers). I also pulled back the curtain on my monthly client newsletter, walked through my PTO and benefits setup for a part-time team, and gave a real ...

Publicly listed emails

serena.lo.potter@gmail.com

support@ambitiousbookkeeper.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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