EPISODE · Sep 24, 2025 · 22 MIN
217 ⎸ What You *Actually* Need to Start Your Bookkeeping Business
from The Ambitious Bookkeeper Podcast · host Serena Shoup, CPA
Hey there! In this episode, I'm breaking down exactly what you actually need to start your bookkeeping business - no fluff, just the tactical stuff that matters. As someone who accidentally started my bookkeeping business as a side hustle to motherhood and now mentors other bookkeepers, I'm sharing the five non-negotiables that will set you up for success from day one.In this episode you’ll hear:The complete education and experience foundation you needAll the paperwork and compliance stuff nobody talks aboutHow to actually get paidThe exact documents you need to ask every client for during onboardingMy honest take on pricingResources mentioned in this episode:Become a BookkeeperAkadian Accounting EducationRelay BankXeroPricing for ProfitAll Minicourses → StoreFor experienced bookkeepers & accountants:Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>Grab my FREE Start your Bookkeeping Biz Checklist >>Grab my FREE New Client Onboarding Templates >>For new bookkeepers:Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper >>For online course creators:Become a client at my firm, Of Course Financial >>For 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/serenashoupcpaPodcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)AFFILIATE DISCLAIMERWe participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.Listen to the FREE Private Podcast >>The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
What this episode covers
Hey there! In this episode, I'm breaking down exactly what you actually need to start your bookkeeping business - no fluff, just the tactical stuff that matters. As someone who accidentally started my bookkeeping business as a side hustle to motherhood and now mentors other bookkeepers, I'm sharing the five non-negotiables that will set you up for success from day one. In this episode you’ll hear: The complete education and experience foundation you needAll the paperwork and compliance stuff ...
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217 ⎸ What You *Actually* Need to Start Your Bookkeeping Business
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