239 ⎸ How to Serve Real Estate Investor Clients & Market Your Bookkeeping Business as an Introvert with Max Emory episode artwork

EPISODE · May 6, 2026 · 58 MIN

239 ⎸ How to Serve Real Estate Investor Clients & Market Your Bookkeeping Business as an Introvert with Max Emory

from The Ambitious Bookkeeper Podcast · host Serena Shoup, CPA

This episode is a behind-the-scenes conversation with Max Emory.We get into the nitty gritty of what it actually takes to serve REI clients, how he built his team, the new community he's launching for bookkeepers who want to level up their marketing and sales game, and how he manages it all with two boys under two at home.In this episode you’ll hear:Why real estate investing is one of the most complex niches a bookkeeper can serveHow overcomplicated entity structures are hurting real estate investorsThe behind-the-scenes of Time Capital University and GoPro Bookkeeping communityHow Max runs a lean, profitable firm with strong boundaries around his timeResources mentioned in this episode:Bookkeeper Launch: https://bookkeepers.com/bookkeeper-launch/*Skool Community: https://www.skool.com/bookkeeping-for-rei/about*Nuts and Bolts Course - Max's REI bookkeeping training course inside his Skool communityMulti Six Figure Bookkeeper Playbook - also inside the Skool communitySpark Email AppLoomXeroRich Dad Poor Dad by Robert Kiyosaki10x Is Easier Than 2x by Dan Sullivan and Dr. Benjamin HardyMeet Max EmoryMax Emory is the founder of Time Capital Bookkeeping and Time Capital University, a bookkeeper-turned-real-estate-expert who went from Marine Corps officer and mechanical engineer to building a thriving virtual bookkeeping firm that specializes in real estate investors and he has two boys under two at home!Connect with Max EmoryLinkedin: https://www.linkedin.com/in/millionairebookkeeper/Time Capital Bookkeeping : https://www.timecapitalbcs.com/Time Capital University: https://www.timecapitaluniversity.com/Thanks 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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This episode is a behind-the-scenes conversation with Max Emory. We get into the nitty gritty of what it actually takes to serve REI clients, how he built his team, the new community he's launching for bookkeepers who want to level up their marketing and sales game, and how he manages it all with two boys under two at home. In this episode you’ll hear: Why real estate investing is one of the most complex niches a bookkeeper can serveHow overcomplicated entity structures are hurting real estat...

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239 ⎸ How to Serve Real Estate Investor Clients & Market Your Bookkeeping Business as an Introvert with Max Emory

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This episode was published on May 6, 2026.

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