184 ⎸ Weekly (Micro) Reporting for Clients with Shea & Michelle

Send us a textIn this video I’m demonstrating how to adjust bank balances when you’re cleaning up a Xero bank reconciliation. We’ll cover:spend money transactionsreceive money transactionsmanually reconciling transactionsconversion balances (adjusting the beginning balance)Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bbaBecome a Bookkeeper using Xero: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklistGrab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboardDon’t want to manage your own books in Xero?Become a Client: ofcoursebookkeeping.com/contactVisit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaPodcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the POWER to Breakthrough Bootcamp > Join the next free training at ambitiousbookkeeper.com/training

Send us a textWe use OpenPhone instead of Google voice for 2FA codes and for client communication. I'll go over that in this video and show you our setup.Here's how to work around needing to pay for multiple users as your team grows:Make sure you have a central email inbox setup (like [email protected] or [email protected]) Give your entire team access to this (we save the login info in 1Password)Use this to create your account on OpenPhoneHave everyone download the Desktop and/or phone app and login with that central inboxTips:⚡️ We have a Zap that enters the client contact info into OpenPhone when they sign with us⏱️ Schedule text messages to clients for business hours✅ Mark things done when actioned to get them out of the inbox💸 Use THIS LINK to receive a $20 Credit when you sign up for OpenPhone!Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bbaBecome a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklistGrab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboardBecome a Client: ofcoursebookkeeping.com/contactVisit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaPodcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the POWER to Breakthrough Bootcamp > Join the next free training at ambitiousbookkeeper.com/training

Send us a textIn this interview episode, we're diving into the world of micro reporting and weekly client updates with Shea Keats and Michelle Röse from Breakaway Advising. If you've ever been curious about adding a personal touch to your client advisory, this one's for you!In this episode you’ll hear:what micro reporting is all abouthow the concept of joy and compassion can revolutionize client relationships and business successtips on picking the right clients and services to match your business model and achieve your dreamy work-life balanceResources mentioned in this episode:Breakaway AdvisingLiveFlow144 | Breakaway from the old Franchise model with Shea + MichelleMeet Shea & MichelleShea Keats (CEO) and Michelle Röse (COO) are founders of Breakaway Bookkeeping + Advising, a company on a mission to bring joy to accounting for both the accountant and the client.Connect with Shea & Michelle💼 LinkedIn🌐 Become an AdvisorThanks 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 Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank 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 LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the POWER to Breakthrough Bootcamp > Join the next free training at ambitiousbookkeeper.com/training

Send us a textIn this interview episode, I chat with Ryan Lazanis from FutureFirm about growth strategies and pricing tips to help streamline your firm. Whether you're just getting started or looking to scale, Ryan shares some golden nuggets on navigating the world of accounting business with ease and purpose.In this episode you’ll hear:Ryan’s journey from starting Zen Accounting to selling it and then launching FutureFirmcool ways to get clientshow to communicate pricing increases without annoying your clientstips on content creationthe importance of having a community to bounce ideas offResources mentioned in this episode:Future Firm NewsletterFuture Firm Accounting PodcastFuture Firm Accelerate (membership)Neil PatelMeet RyanRyan Lazanis, CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, Ryan started Future Firm which provides coaching, community and training to help accountants quickly scale a systematic firm of their own that improves their lifestyle. Ryan currently educates close to 10,000 firm leaders globally via his free weekly newsletter and coaches hundreds of successful accounting firms through his Future Firm Accelerate online coaching program.Connect with Ryan💼 LinkedIn: https://www.linkedin.com/in/ryanlazanis/🗞️ Newsletter: https://futurefirm.co/newsletter/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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank 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 LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the POWER to Breakthrough Bootcamp > Join the next free training at ambitiousbookkeeper.com/training

Send us a textIn this interview episode we've got the incredible Erin Pohan joining us to talk all about her journey in accounting, and to share some exciting news about WAVE, the must-attend event for women in accounting this year!In this episode you’ll hear:Erin’s incredible journey from having just one side client to now running her very own bookkeeping firmall the exciting details about the upcoming WAVE conference in Seattlestrategies for making lasting connections at eventsResources mentioned in this episode:My performance at XeroconWomen in Accounting & Finance Entrepreneurs & Visionaries (WAVE) event in Seattle on May 22ndMeet ErinAs Founder of UpKeeping® and a proud student in The Ambitious Bookkeeper community, Erin is changing the old & boring stereotypes of the accounting industry. Erin and her team support new entrepreneurs and already-established small business owners by being their #1 financial cheerleader/concierge/communicator.When she’s not trying to make accounting more “fun”, Erin loves traveling the world with her family, playing the violin, and convincing accounting students & professionals that owning an accounting firm is the American dream.Connect with ErinLinkedInWAVE: Women in Accounting & Finance Entrepreneurs & Visionaries event on May 22, 2025.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 @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank 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 LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the POWER to Breakthrough Bootcamp > Join the next free training at ambitiousbookkeeper.com/training

Send us a textWelcome to 1099 Season! If this is your first 1099 season, buckle up, I’m here to help! Tune in today to hear an overview of what to know about 1099s so you’re armed with the confidence to take this on, and improve your processes for next year!In this episode you’ll hear:All the types of 1099sReporting requirements, deadlines & thresholdsInternational vendorsAnd lots of tips and insights along the way!Resources mentioned in this episode:Confident Compliance BundleIRS PublicationTax1099Track1099Efile4BizIRS FIRE SystemThanks 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 Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank 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 LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the POWER to Breakthrough Bootcamp > Join the next free training at ambitiousbookkeeper.com/training

Send us a textIn this solo episode, we’re diving into some killer strategies to boost your profits in the new year. We’ll chat about updating your systems, tracking those important numbers, and all the behind-the-scenes moves that can make 2025 your most successful year yet!In this episode you’ll hear:secrets on tracking your profitability and why it's a game-changerthe lowdown on updating engagement letters, adding clauses, and managing scope changeshow to handle clients mixing business with personal transactionsResources mentioned in this episode:Client Profitability TrackerEpisode 129 | Planning for ProfitConfident Compliance Bundle (1099s)DubsadoThanks 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 Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank 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 LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the POWER to Breakthrough Bootcamp > Join the next free training at ambitiousbookkeeper.com/training

Send us a textIn this interview episode, we've got Emily Leahy sharing her incredible insights on managing energy in business, especially for us ambitious women out there. Forget the hustle; it's all about syncing with your personal cycles and making life work for you. You won't want to miss these gems!In this episode you’ll hear:optimizing energy cycles, especially for women, and viewing performance through a feminine lenshow women are often perceived as more emotional at workwhy it's important to work with, not against, our natural rhythmsmanaging burnout by figuring out which energy "zone” you’re inResources mentioned in this episode:Efficiency Archetype QuizWork with Emily 1:1Meet EmilyEmily Leahy is the founder of The Feminine Template and certified executive performance and leadership coach trained at Brown University. With over a decade of experience building companies and coaching simultaneously, she's connected the dots that truly matter. Living in San Francisco, Emily has supported side-hustling, VC-backed, bootstrapped female entrepreneurs and corporate leaders. This journey has shown her that women perform differently than men and possess dormant superpowers waiting to be activated. She's on a mission to leverage physiology to revolutionize work, wealth, and wellness for ambitious women. By aligning with natural cycles and rhythms, she helps women harness their energy, sustain optimal performance, and lead with innovation and influence.Connect with EmilyLinkedinThreadsWebsiteThanks 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 Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank 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 LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the POWER to Breakthrough Bootcamp > Join the next free training at ambitiousbookkeeper.com/training

Send us a textIn this interview episode, we've got the amazing Liz Wilcox joining us to spill her secrets on turning email followers into friends, and eventually, loyal clients.In this episode you’ll hear:secrets on capturing leads through strategic social media moves and savvy website setupsDiscover the "email staircase" and turn your followers into pals, then clientshow Liz strategically places lead magnets all over a websitethe power of building a solid referral network and collaborating with other business ownersResources mentioned in this episode:Episode 56 ⎸ Infusing Personality into Your BusinessEpisode 13 ⎸ How to Use Email Marketing in Your Bookkeeping Business (Email Staircase)Email Marketing Membership (affiliate link)Meet LizThe Fresh Princess of Email Marketing, Liz Wilcox is an Email Strategist and Keynote Speaker showing small businesses how to build online relationships + make real money with emails. She’s best known for selling a blog, turning a $9 offer into multiple six-figures (without ads), and helping you untangle the email “knot” with her simple framework, the Email Staircase. She loves the 90s, headbands, and the beach.Connect with Liz🎁 Free Email Swipes for Building Your Email List🌐 lizwilcox.comThanks 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 Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank 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 LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the POWER to Breakthrough Bootcamp > Join the next free training at ambitiousbookkeeper.com/training

Send us a textBy popular request, we’ve decided to air a summit presentation I did with Josie Parr, at her Profitable Lifestyle Firm Summit. I’m talking about crafting deliverables that matter for your clients. If you’d like to see the presentation slides, head over to my YouTube Channel!In this episode you’ll hear how to:Maximize your valueShift your positioningAdd valueResources mentioned in this episode:ElevateGet on the waitlist for the next Profitable LifeStyle Firm SummitMeet JosieAfter putting in years of hard work at top 100 firms, Josie realized there was an opportunity to create a better way. She took a leap of faith and founded Josie Parr CPA LLC, a niche practice that is specifically focused on tax strategy clients.In her first year, she tripled her revenue goals, reduced her work hours to a part-time schedule, and spends every day doing what she loves: working in tax strategy.And now, her mission is to empower other tax professionals to transform into tax strategists by elevating their current skills and knowledge using the same proven systems and methods that brought her success.Connect with Josie🌐 solotaxcoach.comThanks 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 Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaThank 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 LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the POWER to Breakthrough Bootcamp > Join the next free training at ambitiousbookkeeper.com/training