221 ⎸ [Q&A] Pricing Cleanups, Marketing, and Cyber Insurance episode artwork

EPISODE · Oct 22, 2025 · 50 MIN

221 ⎸ [Q&A] Pricing Cleanups, Marketing, and Cyber Insurance

from The Ambitious Bookkeeper Podcast · host Serena Shoup, CPA

Hey guys! This month's live Q&A was packed with real talk about the nitty-gritty of running a bookkeeping business. We covered everything from pricing cleanups (spoiler: diagnostics are your best friend) to getting cyber insurance (yes, it's non-negotiable), and I even got vulnerable about my experience juggling babies and business. If you've ever wondered how to market to trades, what reports clients actually need, or how to take maternity leave as a business owner, this episode is for you!In this episode you’ll hear:How to price cleanups without Getting BurnedMarketing Strategies that Actually Work for Your NicheCyber InsuranceMaternity Leave and BusinessResources mentioned in this episode:Jock Wols - featured on Ambitious Bookkeeper Podcast for cyber insurance discussion: https://youtu.be/QmXfN_PaKWEKarrisa Martino - Health Insurance Specialist: ambitiousbookkeeper.com/blog/121Elevate: https://www.ambitiousbookkeeper.com/elevateConfident Compliance Bundle: https://www.ambitiousbookkeeper.com/offers/tgPgMBJ7Mini Course Bundle: https://www.ambitiousbookkeeper.com/offers/vYYfsxH9Akadian: https://fastandeasyqbo.samcart.com/referral/ihiA1kYR/8Duca0gOuAg8wpjFEmail List - Sign up at: https://www.ambitiousbookkeeper.com/subscribeKeeper: https://keeper.app/?via=serenaCanva: https://www.canva.com/join/relish-scale-floristicUpcounsel: https://www.upcounsel.com/rf/8dCYxoOUHousecall Pro: https://link.hscll.com/3i3yrLady Pros Facebook GroupAlignableThanks 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)

Episode metadata supplied by the publisher feed · Published Oct 22, 2025

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Hey guys! This month's live Q&A was packed with real talk about the nitty-gritty of running a bookkeeping business. We covered everything from pricing cleanups (spoiler: diagnostics are your best friend) to getting cyber insurance (yes, it's non-negotiable), and I even got vulnerable about my experience juggling babies and business. If you've ever wondered how to market to trades, what reports clients actually need, or how to take maternity leave as a business owner, this episode is for y...

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221 ⎸ [Q&A] Pricing Cleanups, Marketing, and Cyber Insurance

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This episode was published on October 22, 2025.

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