The Ambitious Bookkeeper® by Serena Shoup, CPA

@UCWN6vI-yaq5mMzVChvRGDLg - 3K subscribers

Welcome to The Ambitious Bookkeeper® by Serena Shoup, CPA YouTube channel--where bookkeepers, accountants & business owners come to level up their small business bookkeeping, accounting, and advisory skills, and learn how to start or grow a bookkeeping business. Learn more about our programs and mentoring opportunities at www.ambitiousbookkeeper.com

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I’ve got a surprise!

I’ve got a surprise! The Ambitious Bookkeeper® by Serena Shoup, CPA

85 views - 4 days ago

231 | I’ve got a surprise!

231 | I’ve got a surprise! The Ambitious Bookkeeper® by Serena Shoup, CPA

34 views - 4 days ago

230 | [Q&A] AI Tools, Pricing, and Onboarding

230 | [Q&A] AI Tools, Pricing, and Onboarding The Ambitious Bookkeeper® by Serena Shoup, CPA

74 views - 1 week ago

228 | [Q&A] Partnerships, Profit First, and Complex Client Situations

228 | [Q&A] Partnerships, Profit First, and Complex Client Situations The Ambitious Bookkeeper® by Serena Shoup, CPA

97 views - 4 weeks ago

Plan with Me 2026

Plan with Me 2026 The Ambitious Bookkeeper® by Serena Shoup, CPA

290 views - 4 weeks ago

227 | Increasing Your Sales with Hunter Rademacher

227 | Increasing Your Sales with Hunter Rademacher The Ambitious Bookkeeper® by Serena Shoup, CPA

82 views - 4 weeks ago

Increasing Your Sales with Hunter Rademacher

Increasing Your Sales with Hunter Rademacher The Ambitious Bookkeeper® by Serena Shoup, CPA

152 views - 4 weeks ago

226 | Need to know OBBBA highlights for Bookkeepers Adrian Lopez

226 | Need to know OBBBA highlights for Bookkeepers Adrian Lopez The Ambitious Bookkeeper® by Serena Shoup, CPA

125 views - 1 month ago

Need to know OBBBA highlights for Bookkeepers Adrian Lopez

Need to know OBBBA highlights for Bookkeepers Adrian Lopez The Ambitious Bookkeeper® by Serena Shoup, CPA

237 views - 1 month ago

225 ⎸ Recast: Become a Bookkeeper with Katie Ferro

225 ⎸ Recast: Become a Bookkeeper with Katie Ferro The Ambitious Bookkeeper® by Serena Shoup, CPA

174 views - 1 month ago

224 | Using Human-First AI for Visibility with Kelly Sinclair

224 | Using Human-First AI for Visibility with Kelly Sinclair The Ambitious Bookkeeper® by Serena Shoup, CPA

53 views - 3 months ago

Using Human First AI for Visibility with Kelly Sinclair

Using Human First AI for Visibility with Kelly Sinclair The Ambitious Bookkeeper® by Serena Shoup, CPA

111 views - 3 months ago

223 | Using AI Securely + to Land Clients with Kelsey Silver

223 | Using AI Securely + to Land Clients with Kelsey Silver The Ambitious Bookkeeper® by Serena Shoup, CPA

49 views - 3 months ago

Using AI Securely + to Land Clients with Kelsey Silver

Using AI Securely + to Land Clients with Kelsey Silver The Ambitious Bookkeeper® by Serena Shoup, CPA

125 views - 3 months ago

Xero: Modifying Chart of Accounts

Xero: Modifying Chart of Accounts The Ambitious Bookkeeper® by Serena Shoup, CPA

144 views - 3 months ago

Xero | Reconcile Bank Accounts Pt2: Reconcile Period

Xero | Reconcile Bank Accounts Pt2: Reconcile Period The Ambitious Bookkeeper® by Serena Shoup, CPA

124 views - 4 months ago

Xero | Reconcile Bank Accounts Pt 1: Match, Create, Transfer

Xero | Reconcile Bank Accounts Pt 1: Match, Create, Transfer The Ambitious Bookkeeper® by Serena Shoup, CPA

240 views - 4 months ago

Xero: Importing bank statements

Xero: Importing bank statements The Ambitious Bookkeeper® by Serena Shoup, CPA

312 views - 4 months ago

222 [1] YT ⎸ Hubdoc: Audit-Proof Your Business

222 [1] YT ⎸ Hubdoc: Audit-Proof Your Business The Ambitious Bookkeeper® by Serena Shoup, CPA

98 views - 4 months ago

Hubdoc: Audit-Proof Your Business

Hubdoc: Audit-Proof Your Business The Ambitious Bookkeeper® by Serena Shoup, CPA

229 views - 4 months ago

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

221 ⎸ [Q&A] Pricing Cleanups, Marketing, and Cyber Insurance The Ambitious Bookkeeper® by Serena Shoup, CPA

217 views - 4 months ago

220 | I worked 45 hours in August; and it’s not on what you think

220 | I worked 45 hours in August; and it’s not on what you think The Ambitious Bookkeeper® by Serena Shoup, CPA

110 views - 5 months ago

I worked 45 hours in August; and it’s not on what you think

I worked 45 hours in August; and it’s not on what you think The Ambitious Bookkeeper® by Serena Shoup, CPA

164 views - 5 months ago

Top Scams Happening to Bookkeepers in 2025 with Jock Wols

Top Scams Happening to Bookkeepers in 2025 with Jock Wols The Ambitious Bookkeeper® by Serena Shoup, CPA

513 views - 5 months ago

219 | Top Scams Happening to Bookkeepers in 2025 with Jock Wols

219 | Top Scams Happening to Bookkeepers in 2025 with Jock Wols The Ambitious Bookkeeper® by Serena Shoup, CPA

71 views - 5 months ago

218 | Ready to *Actually* Learn QBO? With Margie Remmers-Davis

218 | Ready to *Actually* Learn QBO? With Margie Remmers-Davis The Ambitious Bookkeeper® by Serena Shoup, CPA

189 views - 5 months ago

Ready to *Actually* Learn QBO? With Margie Remmers Davis

Ready to *Actually* Learn QBO? With Margie Remmers Davis The Ambitious Bookkeeper® by Serena Shoup, CPA

959 views - 5 months ago

"What do I ask my bookkeeping clients for during onboarding?"

"What do I ask my bookkeeping clients for during onboarding?" The Ambitious Bookkeeper® by Serena Shoup, CPA

202 views - 5 months ago

217 ⎸ What You *Actually* Need to Start Your Bookkeeping Business

217 ⎸ What You *Actually* Need to Start Your Bookkeeping Business The Ambitious Bookkeeper® by Serena Shoup, CPA

182 views - 5 months ago

What You *Actually* Need to Start Your Bookkeeping Business

What You *Actually* Need to Start Your Bookkeeping Business The Ambitious Bookkeeper® by Serena Shoup, CPA

4.8K views - 5 months ago

216 | Why You Might be Feeling Exhausted with Dariella Gonitzke

216 | Why You Might be Feeling Exhausted with Dariella Gonitzke The Ambitious Bookkeeper® by Serena Shoup, CPA

40 views - 5 months ago

216 | Why You Might be Feeling Exhausted with Dariella Gonitzke

216 | Why You Might be Feeling Exhausted with Dariella Gonitzke The Ambitious Bookkeeper® by Serena Shoup, CPA

133 views - 5 months ago

Is it time to migrate your clients to Xero?

Is it time to migrate your clients to Xero? The Ambitious Bookkeeper® by Serena Shoup, CPA

506 views - 6 months ago

215 | Is it time to migrate your clients to Xero?

215 | Is it time to migrate your clients to Xero? The Ambitious Bookkeeper® by Serena Shoup, CPA

46 views - 6 months ago

214 ⎸ Entrepreneurship Isn’t Hard

214 ⎸ Entrepreneurship Isn’t Hard The Ambitious Bookkeeper® by Serena Shoup, CPA

90 views - 6 months ago

You're making entrepreneurship harder than it needs to be

You're making entrepreneurship harder than it needs to be The Ambitious Bookkeeper® by Serena Shoup, CPA

123 views - 6 months ago

213 | Building a Bookkeeping Business From Scratch

213 | Building a Bookkeeping Business From Scratch The Ambitious Bookkeeper® by Serena Shoup, CPA

136 views - 6 months ago

213 | Building a Bookkeeping Business From Scratch | Where are they now

213 | Building a Bookkeeping Business From Scratch | Where are they now The Ambitious Bookkeeper® by Serena Shoup, CPA

662 views - 6 months ago

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

212 | Q&A How to Get Clients to Respond, Creating Budgets, & Accounting for Startup Expenses The Ambitious Bookkeeper® by Serena Shoup, CPA

119 views - 6 months ago

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

212 | Q&A How to Get Clients to Respond, Creating Budgets, & Accounting for Startup Expenses The Ambitious Bookkeeper® by Serena Shoup, CPA

117 views - 6 months ago

211 ⎸ Now is Always the Best Time to Start

211 ⎸ Now is Always the Best Time to Start The Ambitious Bookkeeper® by Serena Shoup, CPA

56 views - 7 months ago

211 ⎸ Now is Always the Best Time to Start

211 ⎸ Now is Always the Best Time to Start The Ambitious Bookkeeper® by Serena Shoup, CPA

150 views - 7 months ago

210 ⎸ My Secret to Managing Time & Prioritizing What Matters

210 ⎸ My Secret to Managing Time & Prioritizing What Matters The Ambitious Bookkeeper® by Serena Shoup, CPA

101 views - 7 months ago

210 ⎸ My Secret to Managing Time & Prioritizing What Matters

210 ⎸ My Secret to Managing Time & Prioritizing What Matters The Ambitious Bookkeeper® by Serena Shoup, CPA

122 views - 7 months ago

July 2025 Live Q&A ⎸ Ambitious Bookkeeper

July 2025 Live Q&A ⎸ Ambitious Bookkeeper The Ambitious Bookkeeper® by Serena Shoup, CPA

183 views - 7 months ago

209 ⎸ How to stop procrastinating with Robin Emdon

209 ⎸ How to stop procrastinating with Robin Emdon The Ambitious Bookkeeper® by Serena Shoup, CPA

78 views - 7 months ago

209 ⎸ How to Stop Procrastinating with Robin Emdon

209 ⎸ How to Stop Procrastinating with Robin Emdon The Ambitious Bookkeeper® by Serena Shoup, CPA

90 views - 7 months ago

208 ⎸ Social Media Marketing in 2025 with Grace Costa, The Social Accountant

208 ⎸ Social Media Marketing in 2025 with Grace Costa, The Social Accountant The Ambitious Bookkeeper® by Serena Shoup, CPA

63 views - 7 months ago

How bookkeepers can attract clients on Instagram in 2025

How bookkeepers can attract clients on Instagram in 2025 The Ambitious Bookkeeper® by Serena Shoup, CPA

164 views - 7 months ago

207 ⎸ [Q&A] Accrual Accounting and Client Management Insights

207 ⎸ [Q&A] Accrual Accounting and Client Management Insights The Ambitious Bookkeeper® by Serena Shoup, CPA

59 views - 7 months ago

207 ⎸ [Q&A] Accrual Accounting and Client Management Insights

207 ⎸ [Q&A] Accrual Accounting and Client Management Insights The Ambitious Bookkeeper® by Serena Shoup, CPA

91 views - 7 months ago

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

206 | 2025 The State of Virtual Bookkeeping & Accounting Industry Report with Alyssa Lang The Ambitious Bookkeeper® by Serena Shoup, CPA

92 views - 8 months ago

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

206 | 2025 The State of Virtual Bookkeeping & Accounting Industry Report with Alyssa Lang The Ambitious Bookkeeper® by Serena Shoup, CPA

333 views - 8 months ago

BONUS | Ambitious Wave Queen Show - Live at WAVE Seattle with Erin Pohan & Alyssa Lang

BONUS | Ambitious Wave Queen Show - Live at WAVE Seattle with Erin Pohan & Alyssa Lang The Ambitious Bookkeeper® by Serena Shoup, CPA

32 views - 8 months ago

Live at WAVE Seattle with Erin Pohan & Alyssa Lang

Live at WAVE Seattle with Erin Pohan & Alyssa Lang The Ambitious Bookkeeper® by Serena Shoup, CPA

137 views - 8 months ago

205 ⎸ Protecting Your Clients from Audits with Ex-Irs Auditor Adrian Lopez

205 ⎸ Protecting Your Clients from Audits with Ex-Irs Auditor Adrian Lopez The Ambitious Bookkeeper® by Serena Shoup, CPA

66 views - 8 months ago

205 ⎸ Protecting Your Clients from Audits with Ex Irs Auditor Adrian Lopez

205 ⎸ Protecting Your Clients from Audits with Ex Irs Auditor Adrian Lopez The Ambitious Bookkeeper® by Serena Shoup, CPA

133 views - 8 months ago

June 2025 Live Q&A | Ambitious Bookkeeper

June 2025 Live Q&A | Ambitious Bookkeeper The Ambitious Bookkeeper® by Serena Shoup, CPA

160 views - 8 months ago

204 ⎸ Q: How long should we retain client documents?

204 ⎸ Q: How long should we retain client documents? The Ambitious Bookkeeper® by Serena Shoup, CPA

61 views - 8 months ago

How long I keep client documents

How long I keep client documents The Ambitious Bookkeeper® by Serena Shoup, CPA

133 views - 8 months ago