The Ambitious Bookkeeper Podcast

Serena Shoup

Publicly listed emails

serena.lo.potter@gmail.com

support@ambitiousbookkeeper.com

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Booking Overview

This is a niche business and professional-development podcast for bookkeepers and accountants building firms, combining solo guidance with interviews featuring bookkeeping-business owners, workflow specialists, and industry educators. Agencies could credibly pitch bookkeeping and accounting firm founders, practice-management and automation experts, accounting-technology leaders, and authors with actionable expertise; booking difficulty is medium because guests are established specialists and business owners rather than mainstream celebrities.

Metrics

Episodes: 252

Frequency: Weekly

Rating: 4.7/5.0

Estimated listeners: 1k-10k

Gender skew: Unknown

Location: USA

YouTube: 3.2k subscribers

Instagram: 7.5k followers

Contact Information

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.

Host

Serena Shoup - CPA and educator focused on helping bookkeepers and accountants start, grow, and operate successful businesses.

Booking Intelligence

Booking Requirements

medium

Typical Credentials:

Bookkeeping or accounting firm owners, accounting-business educators, workflow and systems specialists, practice-management experts, and leaders of relevant accounting-service companies or platforms.

Required Achievements:

Built or acquired a bookkeeping or accounting firm, Created education, workflow, or systems resources for accounting professionals, Conducted industry research or surveys, Authored books or developed professional training programs

Recent Guest Discussions

Jaime Rodriguez - Starting And Acquiring A Bookkeeping Business, Standard Operating Procedures, Client Selection, Automation, And Building A Sustainable Firm.

Alyssa Lang - Industry Survey Data, Firm Revenue And Profitability, Pricing, Artificial Intelligence, Workflows, And Systems For Virtual Bookkeeping Firms.

Alyssa Lang - Survey Methodology, Pricing, Artificial Intelligence Adoption, Automation, Offshoring, And Client Trust In Virtual Bookkeeping Firms.

Recent Topics

Bookkeeping, Accounting, Entrepreneurship, Workflow, Automation

Episodes

Here's the recent few episodes on

The Ambitious Bookkeeper Podcast

245 | Starting Your Firm from Scratch with Jaime Rodriguez

August 12, 2026

This episode hit close to home for me because Jaime Rodriguez and I are basically living the same double life, and I loved getting to compare notes.Jaime is the CEO of Bookkeepers.com (you probably know them as Bookkeeper Launch), and his story is wild. He went to school for accounting chasing that "safe job" American dream, hated the corporate grind so much he Googled how to start a bookkeeping business, bought the very course he now owns, and burned the boats to go all in. Fast fo...

244 ⎸ The Summer Slump + Podcast Update

August 05, 2026

Real talk: if your summer felt slow and you were low-key stressing about it, this episode is for you. This week's a short and sweet solo update where I walk you through what's coming up on the podcast over the next month, plus a little pep talk about the summer slump so many of us hit as bookkeepers. Slow season is normal, my friend, and it doesn't mean anything is wrong with your business. I'm sharing exactly what I do to keep moving the needle when discovery calls dry up...

243 | The Advisor Activation Series

July 29, 2026

In this episode you’ll hear:A very short update about the audio series I just released & why you need to listen before it goes away!Resources mentioned in this episode:Listen to The Advisor Activation Audio Series → https://www.ambitiousbookkeeper.com/activateThanks 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 @ambitiousbookkeeperFor more information about the Ambitious Bookkeepe...

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