• 176 ⎸ How to Transform Clients into Your Biggest Cheerleaders with Madelyn Furlong
    Nov 20 2024

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    Resources mentioned in this episode:

    • Unreasonable Hospitality

    Meet Madelyn

    Having a standout marketing strategy doesn’t mean you have to share a new post every day that end in -y!

    That’s where Madelyn Furlong comes in. She helps small businesses create ShowIt websites and engaging social media content so they can turn their leads into sales.

    Madelyn uses her knowledge and experiences to help clients transform their customers into cheerleaders and take their business to the next level. By helping them create a standout website and social media, they can show up online with confidence.

    Madelyn works as a small business marketing strategist in small-town Wetumpka, Alabama where she enjoys hiking, reading, and spending time with family.

    Connect with Madelyn

    @madelynvictoriaco on Instagram

    Download “3 Simple Strategies to Become More Visible, Get More Clients, and Increase Your Profit."

    which shares things you can do right now to improve your business’ marketing. It's all about helping you save time and reduce stress by following marketing tactics that actually work.

    madelynvictoriaco.com/visibility

    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: ambitiousbookkeeper.com
    • Follow the Blog: ambitiousbookkeeper.com/blog
    • Connect on Instagram: instagram.com/ambitiousbookkeeper
    • Connect on Threads: threads.net/@ambitiousbookkeeper
    • Connect on Facebook: 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:

    • Podcast Editing: Sabr Media LLC
    • Descript (affiliate link)
    • Buzzsprout (affiliate link)

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    36 mins
  • 175 ⎸ Threads: Is it worth it?
    Nov 13 2024

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    In this solo episode, I’m diving into the world of Threads. Is it the next best thing for bookkeepers or just another time-sink? Let's figure it out together.

    In this episode you’ll hear:

    • the lowdown on what Threads is
    • how Threads can pull over your Instagram followers
    • how, in just three months, Threads helped me land a bunch of podcast interviews, a guest workshop, and even snag some new clients
    • tips on managing your time on Threads


    Resources mentioned in this episode:

    • Follow me on Threads! >>


    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: ambitiousbookkeeper.com
    • Follow the Blog: ambitiousbookkeeper.com/blog
    • Connect on Instagram: instagram.com/ambitiousbookkeeper
    • Connect on Threads: threads.net/@ambitiousbookkeeper
    • Connect on Facebook: 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:

    • Podcast Editing: Sabr Media LLC
    • Descript (affiliate link)
    • Buzzsprout (affiliate link)
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    10 mins
  • 174 ⎸ Sustainable Money Practices with Kara Perez
    Nov 6 2024

    Send us a text

    In this interview episode, I chat with money guru Kara Perez about merging sustainable living with smart financial practices. If you've ever been curious how to save some green while going green, you'll love this one!

    In this episode you’ll hear:

    • practical, sustainable money practices that fit right into your life without breaking the bank
    • advice on tackling emotional money barriers
    • real-life stories on how folks save money while going green
    • how Kara landed a book deal
    • advice on managing busy seasons


    Resources mentioned in this episode:

    • Preorder Kara’s book, Green Money
    • Gilmore Girls Money


    Meet Kara

    Kara Perez is the founder of Bravely Go, a sustainability focused financial education company. Bravely focuses on bringing actionable, intersectional and accessible financial education to people who never learned the language of money. She is the author of the book, Green Money. Kara has been featured in the New York Times, Good Morning America Forbes, NPR, Glamour, ABC Nightline News, and US News and World Report as a financial expert. Additionally, for 2 years Kara co hosted the award winning podcast The Fairer Cents, which has been named the top money podcast for women by Forbes and The Balance.


    Connect with Kara

    🌐 Website: bravelygo.co

    📱 IG: @webravelygo



    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: ambitiousbookkeeper.com
    • Follow the Blog: ambitiousbookkeeper.com/blog
    • Connect on Instagram: instagram.com/ambitiousbookkeeper
    • Connect on Threads: threads.net/@ambitiousbookkeeper
    • Connect on Facebook: 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:

    • Podcast Editing: Sabr Media LLC
    • Descript (affiliate link)
    • Buzzsprout (affiliate link)
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    28 mins
  • 173 ⎸ Money Stories & Shame around Money with Wall Street Girl Next Door (Nicole Ayub)
    Oct 30 2024

    Send us a text

    In this interview episode, we've got Nicole Ayub, the fabulous Wall Street Girl Next Door, sharing her insights on money stories, emotional hang-ups, and shaking off that pesky shame around finances. Get ready to dive deep and rethink your money mindset!

    In this episode you’ll hear:

    • why we're all feeling funky about our finances and how to fix it
    • a money exercise that'll help you discover what's really going on in that wallet of yours
    • understanding your "money story”
    • some real talk on financial shame


    Resources mentioned in this episode:

    • Brené Brown


    Meet Wall Street Girl Next Door

    Nicole’s passion is to help people have a healthy relationship with their money. She currently works on Wall Street and she’s been in the finance industry for over a decade and she has seen how we do not give people the support and resources they need to have a healthy relationship with their money. She created her brand so people can have a safe space to heal their relationship with money and talk about their struggles and overcoming them.


    Connect with Wall Street Girl Next Door

    📱 IG: @wallstreetgirlnextdoor

    🎙️ The Money Diaries Podcast

    📞 Schedule a free 30-min consultation


    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: ambitiousbookkeeper.com
    • Follow the Blog: ambitiousbookkeeper.com/blog
    • Connect on Instagram: instagram.com/ambitiousbookkeeper
    • Connect on Threads: threads.net/@ambitiousbookkeeper
    • Connect on Facebook: 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:

    • Podcast Editing: Sabr Media LLC
    • Descript (affiliate link)
    • Buzzsprout (affiliate link)
    Show More Show Less
    36 mins
  • 172 ⎸ Defining your Values in Life & Business with Corree Roofener
    Oct 23 2024

    Send us a text

    In this interview episode I chat with Corree Roofener about how defining your personal and business values can transform your life. From nature walks & spiritual growth to aligning ethics to enhance your business, we're diving deep into what truly matters!

    In this episode you’ll hear:

    • The overlap of business and personal values
    • Foundational pillars of wealth
    • Audit your values annually
    • Leaving a legacy that’s different from what society expects


    Resources mentioned in this episode:

    • Find your values on Think2Perform.com
    • Financial Narrative Webinar


    Meet Corree

    As a Mother, Nana, Female Entrepreneur, Financial Coach and Passionate advocate for the Foster/Adopt community, Corree Roofener has devoted her life to empowering individuals to live authentically, boldly and intentionally.

    Driven by a passion to help others break free from the shackles of fear and judgment and recognizing the interconnectedness of mind, body and spirit, Corree excels and guiding others to begin to gain clarity about their stories with money one of our five foundational pillars. Her approach encompasses mental, emotional and physical well-being. Through personalized coaching, transformative workshops and inspiring speaking engagements, she equips her clients with tools to align their actions with their aspirations.

    “If you want something you've never had, You must be willing to do something you've never done.” ― Thomas Jefferson


    Connect with Corree

    📱 IG: @correeroofenercoach

    🎙️ Courage Coalition Podcast


    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: ambitiousbookkeeper.com
    • Follow the Blog: ambitiousbookkeeper.com/blog
    • Connect on Instagram: instagram.com/ambitiousbookkeeper
    • Connect on Threads: threads.net/@ambitiousbookkeeper
    • Connect on Facebook: 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:

    • Podcast Editing: Sabr Media LLC
    • Descript (affiliate link)
    • Buzzsprout (affiliate link)
    Show More Show Less
    48 mins
  • 171 ⎸ [ND] Bookkeeping with Neurodivergence with Aneisha Velazquez
    Oct 16 2024

    Send us a text

    In this interview episode, we dive into the world of bookkeeping with a twist—neurodiversity. Join me as I chat with Aneisha Velazquez from Yellow Sky Bookkeeping. She’s sharing her unique journey with autism and ADHD while offering tips on building better systems and communication. Grab a cup of coffee, and let’s get into it!

    In this episode you’ll hear:

    • energy-focused scheduling
    • the art of setting boundaries in client work to keep your peace of mind
    • how to explain bookkeeping lingo in reports to clients
    • Aneisha’s journey of understanding autism and its impact on her career and clear communication


    Meet Aneisha

    Aneisha is the owner and founder of Yellow Sky Bookkeeping. They specialize in cleaning up messy books for service providers so they can finally file taxes without losing all their free time. She’s also neurodivergent. As an adult, she was diagnosed as Autistic with a side of ADHD.

    When she’s not working in spreadsheets, she likes to read, learn about random topics, and take walks with her husband.


    Connect with Aneisha

    💼 LinkedIn: @aneisha-v

    📹 YouTube: @yellowskybookkeeping

    📱 Threads: @yellowskybookkeeping


    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: ambitiousbookkeeper.com
    • Follow the Blog: ambitiousbookkeeper.com/blog
    • Connect on Instagram: instagram.com/ambitiousbookkeeper
    • Connect on Threads: threads.net/@ambitiousbookkeeper
    • Connect on Facebook: 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:

    • Podcast Editing: Sabr Media LLC
    • Descript (affiliate link)
    • Buzzsprout (affiliate link)
    Show More Show Less
    39 mins
  • 170 ⎸ [ND] Starting a Neurodivergent Bookkeeping Business with Amy Burgess
    Oct 9 2024

    Send us a text

    In this interview episode, we're continuing our neurodivergent series and diving into the inspiring journey of Amy Burgess, a fellow neurodivergent and brilliant bookkeeper. If you're curious about building a business that truly reflects who you are and want some killer insights into making it happen, you don't wanna miss this one.

    In this episode you’ll hear:

    • newer bookkeeping biz owner
    • her path into bookkeeping
    • how bookkeeping works for ND mind
    • tips for operating with AuADHD
    • tips for new bookkeepers


    Resources mentioned in this episode:

    • The Bookkeeping Business Accelerator® VIP


    Meet Amy

    Amy is a neurodivergent bookkeeper and the founder of Jointly Balanced. Her boutique firm offers financial management services to socially conscious small business owners. Her passion is making finances more accessible, inclusive, and tailored to meet diverse needs.

    Connect with Amy

    📱IG: @jointlybalanced


    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: ambitiousbookkeeper.com
    • Follow the Blog: ambitiousbookkeeper.com/blog
    • Connect on Instagram: instagram.com/ambitiousbookkeeper
    • Connect on Threads: threads.net/@ambitiousbookkeeper
    • Connect on Facebook: 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:

    • Podcast Editing: Sabr Media LLC
    • Descript (affiliate link)
    • Buzzsprout (affiliate link)
    Show More Show Less
    26 mins
  • 169 ⎸ [ND] Managing Business & Home with ADHD with Megs Crawford
    Oct 2 2024

    Send us a text

    This is the first of a series we will be having on the podcast, all around neurodivergent businesses & bookkeepers. You can find these episodes by searching [ND] in brackets on our blog.

    In this episode you’ll hear:

    • How to declutter & create systems in your home
    • Operating a business with ADHD
    • Planning your day in your business
    • How to support a business owner with ADHD as their bookkeeper


    Resources mentioned in this episode:

    • Decluttering at the Speed of Life (book)


    Meet Megs

    As a professional organizer with ADHD, Megs understands the unique challenges and untapped brilliance of the ADHD brain. She's passionate about helping others with ADHD cultivate organized spaces that foster peace and ignite creativity. Beyond physical and digital organization, Megs is an ADHD coach and does digital decluttering sessions via zoom for clients with a focus on the power of self-belief – a core principle for thriving with ADHD.

    Megs is also a speaker, sharing her message of how ADHD can be a superpower when understood and embraced. When not organizing, you can find her with her two daughters, beloved pets, and supportive husband. She finds joy in yoga, singing, and coloring, reflecting her ongoing commitment to personal growth.


    Connect with Megs

    📱 @organizing.an.adhd.brain on instagram and tiktok


    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: ambitiousbookkeeper.com
    • Follow the Blog: ambitiousbookkeeper.com/blog
    • Connect on Instagram: instagram.com/ambitiousbookkeeper
    • Connect on Threads: threads.net/@ambitiousbookkeeper
    • Connect on Facebook: 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:

    • Podcast Editing: Sabr Media LLC
    • Descript (affiliate link)
    • Buzzsprout (affiliate link)
    Show More Show Less
    43 mins