206 | 2025 The State of Virtual Bookkeeping & Accounting Industry Report with Alyssa Lang episode artwork

EPISODE · Jul 9, 2025 · 1H 27M

206 | 2025 The State of Virtual Bookkeeping & Accounting Industry Report with Alyssa Lang

from The Ambitious Bookkeeper Podcast · host Serena Shoup, CPA

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 itThe 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 gameTeam structure insights - Why so many are working full-time but haven't built a team yetClient capacity breakdown - 26% are serving 20+ clients, and we're breaking down how that's even possibleIndustry positioning trends - What people are calling themselves and their businessesResources mentioned in this episode:ambitiousbookkeeper.com/resultsConnect with Alyssa:🌐 Website: workflowqueen.com📱 IG: @workflowqueen🎙️ Podcast: Conquering Workflows & Systems with the Workflow QueenThanks 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!

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...

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206 | 2025 The State of Virtual Bookkeeping & Accounting Industry Report with Alyssa Lang

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This episode was published on July 9, 2025.

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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,...

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