The Ambitious Bookkeeper Podcast podcast

200 ⎸ What I Learned in 2024 & Q1 of 2025

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It’s the 200th episode of The Ambitious Bookkeeper Podcast and Serena pulls back the curtain on her bookkeeping firm's 2024 performance, sharing both the wins and challenges. She gets real about client churn, revenue growth, personal struggles with mold toxicity, and the hard lessons learned about communicating with clients who aren't taking crucial financial advice.

In this episode you’ll hear:

  • Client management reality check - How one client's bankruptcy and fraud issues led to major communication style changes
  • Personal health struggles - Living in toxic mold for 2 years and how it affected business decisions and energy levels
  • 2025 strategy shifts - Moving away from high-ticket CFO services toward team-handled base packages for better work-life balance

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