200 ⎸ What I Learned in 2024 & Q1 of 2025

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 changesPersonal health struggles - Living in toxic mold for 2 years and how it affected business decisions and energy levels2025 strategy shifts - Moving away from high-ticket CFO services toward team-handled base packages for better work-life balanceResources mentioned in this episode:Episode 175 | Threads: Is it Worth it? https://youtu.be/Ola7HlpRy2UElevate: https://www.ambitiousbookkeeper.com/elevateElevate Mastermind (only for program graduates)Dubsado Decoded (with Kendra Courtney): https://kendracourtney.com/dubsado-decoded/AI Unlocked Summit registration: https://ambitiousbookkeeper--gemmabonhamcarter.thrivecart.com/ai-unlocked/619bde31ff59d/Bookkeeping Biz Workshops (launching August 2025)Xero, QBO, Hubdoc, ChatGPT, Asana, Airtable, TaxJar, A2X, DubsadoBusiness by Design (James Wedmore's program): https://www.jameswedmoretraining.com/Xero Con, Podcasting Moms Conference, BBD Live, Wave SeattlePrescott Area Young ProfessionalsThanks 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: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.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:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/surveyOpt in to get the report or just skip straight to the survey! Either way, we appreciate your support.  Listen to the FREE Private Podcast >>The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!