104 ⎸ [Q&A] Goal-setting & Financial Planning episode artwork

EPISODE · Jun 28, 2023 · 45 MIN

104 ⎸ [Q&A] Goal-setting & Financial Planning

from The Ambitious Bookkeeper Podcast · host Serena Shoup, CPA

In this Q&A episode, I talk about the importance of goal-setting and walk you through a special visualization exercise. I also talk about how to increase leads, share strategies for attracting the type of clients you want, and dive into the profit-first method. Come get your biz tips!In this episode you’ll hear:strategies for setting money goals and time goalsan exercise for visualizing the futurehow to pay yourself moretips for increasing revenueResources mentioned in this episode:The Bookkeeping Client Closer - Find your perfect fit client!The Bookkeeping Business Accelerator® - Launch and scale your virtual bookkeeping biz with this step-by-step online course!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 LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaFollow on Twitter: twitter.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)

Episode metadata supplied by the publisher feed · Published Jun 28, 2023

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In this Q&A episode, I talk about the importance of goal-setting and walk you through a special visualization exercise. I also talk about how to increase leads, share strategies for attracting the type of clients you want, and dive into the profit-first method. Come get your biz tips! In this episode you’ll hear: strategies for setting money goals and time goalsan exercise for visualizing the futurehow to pay yourself moretips for increasing revenue Resources mentioned in this episode: T...

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104 ⎸ [Q&A] Goal-setting & Financial Planning

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