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 advisory work but not charging for it
• The referral marketing machine breakdown - Since 41% of you rely on word-of-mouth referrals, we're sharing specific strategies to systematize and amplify your referral game
• Team structure insights - Why so many are working full-time but haven't built a team yet
• Client capacity breakdown - 26% are serving 20+ clients, and we're breaking down how that's even possible
• Industry positioning trends - What people are calling themselves and their businesses

Resources mentioned in this episode:

• ambitiousbookkeeper.com/results

Connect with Alyssa:

🌐 Website: workflowqueen.com

📱 IG: @workflowqueen

🎙️ Podcast: Conquering Workflows & Systems with the Workflow Queen

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)

Get access to the Dubsado Decoded Private Podcast Series here>>

And watch for the Summer Sale (20% off) Dubsado Decoded, the course happening July 7-13.

DubsadoDecoded.com

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

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:

• How a mistakenly booked hotel room with one king bed instead of two queens led to the friendship that changed both our businesses
• Honest discussion about mental health, taking breaks, and why it's okay to pause when life gets overwhelming
• Concrete tips for networking, building authentic relationships, and creating your own "board of directors" for different areas of life
• Live answers to questions about hiring, social media strategy, competition vs. collaboration, and pushing through burnout

Resources mentioned in this episode:

• Ambitious Bookkeeper Facebook Community: https://www.facebook.com/groups/ambitiousbookkeeper/
• Asana, QBO, Xero, Marco Polo, ChatGPT
• Xero Con, Bridging the Gap
• Human Design

Connect with Erin

🌐 Website: https://www.upkeeping.co/

📱 IG: @upkeeping.co

🌊 WAVE Conference: @wave.seattle

Connect with Alyssa:

🌐 Website: workflowqueen.com

📱 IG: @workflowqueen

🎙️ Podcast: Conquering Workflows & Systems with the Workflow Queen

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:

• Interview Editing → Akiha Marketing: https://www.akihamarketing.com/
• Editing → Sabr Media LLC:

Get access to the Dubsado Decoded Private Podcast Series here>>

And watch for the Summer Sale (20% off) Dubsado Decoded, the course happening July 7-13.

DubsadoDecoded.com

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify