212 | Q&A How to Get Clients to Respond, Creating Budgets, & Accounting for Startup Expenses episode artwork

EPISODE · Aug 20, 2025 · 34 MIN

212 | Q&A How to Get Clients to Respond, Creating Budgets, & Accounting for Startup Expenses

from The Ambitious Bookkeeper Podcast · host Serena Shoup, CPA

Hey everyone! This month's live Q&A was packed with so many golden nuggets for your bookkeeping business. We covered everything from client management to getting started with confidence - basically all the real stuff you're dealing with day-to-day.In this episode you’ll hear:Getting Clients in Niche MarketsHandling Unresponsive ClientsRecording Startup ExpensesBookkeeping Practice TestsUsing Airtable, Asana, and DubsadoClient Management and Team StructureMigrating New Clients to Xero from QBOConnecting Credit Unions to XeroAnd More!Resources mentioned in this episode:Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/vipBookkeeping Biz Workshops: http://bkworkshops.online/One-on-one mentoring sessions: https://www.ambitiousbookkeeper.com/contactXero: https://xeroamericas.partnerlinks.io/79afz10exu7dDubsado: https://www.dubsado.com/?c=shoupcpaOpen Phone: https://openph.one/referral/XA0kFFRExcel, Asana, Airtable, QBO, Jet ConvertThanks 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)

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Hey everyone! This month's live Q&A was packed with so many golden nuggets for your bookkeeping business. We covered everything from client management to getting started with confidence - basically all the real stuff you're dealing with day-to-day. In this episode you’ll hear: Getting Clients in Niche MarketsHandling Unresponsive ClientsRecording Startup ExpensesBookkeeping Practice TestsUsing Airtable, Asana, and DubsadoClient Management and Team StructureMigrating New Clients to Xero fr...

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212 | Q&A How to Get Clients to Respond, Creating Budgets, & Accounting for Startup Expenses

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