The Ambitious Bookkeeper with Serena Shoup, CPA

The Ambitious Bookkeeper with Serena Shoup, CPA We help bookkeepers grow their businesses.
🎙️The Ambitious Bookkeeper Podcast

I help experienced and aspiring accountants start and grow their own virtual bookkeeping businesses so they can create their ideal life. Over the past few years of running my own virtual accounting firm, I've noticed there is an abundance of small businesses that need help from qualified bookkeepers and accountants so I started mentoring others who had the desire to help these businesses.

07/17/2026

Raise your hand if you’ve thought this. 🙋‍♀️

How do you know clients won’t see you as a trust advisor?

That belief is just keeping you from trying.

It is keeping you safe, behind the QuickBooks screen, behind emails that say “your bookkeeping is done”

So if you really want to grow into a trusted advisor, start showing up as one. It’s all about your energy.

Instead of emailing a client “your books are done” try a subject line like “May 2026 - $50k profit! 🥂”

And then inside the email, record a quick 5 minute look video going over the QuickBooks or Xero dashboard showing them high level revenue, expenses, and profit.

Then highlight their cash & another insight you noticed.

You’re right.

If you act just like a run of the mill bookkeeper, you will be seen as “just a bookkeeper” but if you act like someone who cares about their business, your clients will start paying attention.

If you’re ready to start stepping into the advisor role and stop being seen as “just a bookkeeper” comment KPI for the 4 key insights to start providing clients with this month.

And make sure you follow for more content helping you step into the advisor role!

Friendly reminder, the summer sale 20% discount for Dubsado Decoded is going away on Sunday!When you jump in, you not on...
07/13/2026

Friendly reminder, the summer sale 20% discount for Dubsado Decoded is going away on Sunday!

When you jump in, you not only get an amazing course by , but you get a bunch of awesome bonuses from me!

🙋‍♀️My Discovery Call Questionnaire
📦 Scope of services for common packages, allowing you to price the client and keep the scope the same for all packages
📂 Client File setup cheat sheet

*AND FOR THIS SALE ONLY…*

🌐 20% off Coupon for SquareSpace for Bookkeepers (normally $297)
🎟️ $250 Coupon for BBA Self Paced or Elevate 2.0
🎟️ Access to Pricing For Profit ($77 value)

*To get these bonuses, make sure you buy by July 12th & send the receipt to [email protected]*

Head to dubsadodecoded.com to learn more or commend DECODED for the link!

Last few days! ⏰The **Dubsado Decoded** sale ends July 12th — and after that, the 20% discount and the Pricing for Profi...
07/10/2026

Last few days! ⏰

The **Dubsado Decoded** sale ends July 12th — and after that, the 20% discount and the Pricing for Profit bonus are gone.

If your client onboarding still feels like organized chaos, this is the fix.

Bookkeepers who go through this course come out the other side with:
→ A fully automated onboarding workflow
→ A client experience that actually looks professional
→ Packages and proposals that are ready to send

Summer won't stay slow forever. Get the system in place *now.*

👉 Grab 20% off before midnight July 12th → dubsadodecoded.com

When you jump in, you not only get an amazing course by , but you get a bunch of awesome bonuses from me!

🙋‍♀️My Discovery Call Questionnaire
📦 Scope of services for common packages, allowing you to price the client and keep the scope the same for all packages
📂 Client File setup cheat sheet

*AND FOR THIS SALE ONLY…*

🌐 20% off Coupon for SquareSpace for Bookkeepers (normally $297)
🎟️ $250 Coupon for BBA Self Paced or Elevate 2.0
🎟️ Access to Pricing For Profit ($77 value)

Head to dubsadodecoded.com to learn more or comment DECODED for the link!

One of the best things you can do for your bookkeeping business is have a stellar CLIENT EXPERIENCE!Inquiry ➡️ make it e...
07/09/2026

One of the best things you can do for your bookkeeping business is have a stellar CLIENT EXPERIENCE!

Inquiry ➡️ make it easy for people to find you, contact you, and learn about your business. On your website, make sure you have a contact page and *preferably* also a an inquiry form. We use a Dubsado lead capture form embedded on our website, which collects their information and triggers a sequence!

Proposal ➡️ I get so many compliments on my proposal setup (also in Dubsado). Yes, I send proposals, that's a discussion for another day, but if you want to have a clear, beautiful way you communicate your value, this will help.

Onboarding ➡️ Your onboarding process should also highlight how professional you are and easy to work with. Do the legwork to figure out the nuances your particular clients will have, and build that into your onboarding process. Use forms to collect information, and automate as much as possible. We have several zaps ⚡️ that we're sharing inside of Dubsado Decoded as a bonus!

oh... did I mention, we have a course guiding you through allllll of this and more using Dubsado?

AND RIGHT NOW IT’S 20% OFF!

Head to ➡️ dubsadodecoded.com to jump right in

or comment DECODED for the link!

It's only 20% off until July 12th, so act fast!
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A common question I get: "should I use something like Dubsado?"And my answer depends on if you:➡️ Need help tracking inc...
07/08/2026

A common question I get: "should I use something like Dubsado?"

And my answer depends on if you:
➡️ Need help tracking incoming leads
➡️ Plan to onboard at least 1 client per month
➡️ Want to impress your incoming clients

If you answered yes to any of these questions, YES, you probably want Dubsado.

It doesn't always make sense to pay for a software like Dubsado early on in your business, but if you do plan to grow, it's better to have it in place and all setup for when you're ready to onboard some clients!

And guess what?! Dubsado just launched their APP **Finally!!** and I have to say... it's pretty slick.

Wanna chat about your specific situation? Shoot me a DM. **PS>>> it's me in the DMs ALWAYS 💙✨

Ready to implement Dubsado in your business?

Comment DECODED for the link to Dubsado Decoded, a program designed specifically FOR bookkeepers and accountants with all the plug & play templates to set your system up quickly!

Or head to dubsadodecoded.com.

It's 20% off until July 12, so act fast!
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07/08/2026

It’s NEVER too late to follow-up with a prospect.

So how do you avoid forgetting to follow up?

Use a system that does the follow-up for you, like Dubsado.✨

You can set expiration dates on your proposals, set yourself a reminder, or even email yourself! However you need to set it up so that you’ll remember to follow-up.

And technically you don’t need to use software, BUT if you want to really prevent yourself from forgetting to follow up, set up a system that sends reminders for expiring proposals (like Dubsado!)

If you’re already on Dubsado, but struggling to get it setup properly, here’s your invite to ✨DUBSADO DECODED✨ A bookkeeper’s guide to client management.

➡️ Comment DECODED for the link or

Jump in: [www.dubsadodecoded.com]

It’s 20% off right MEOW!

After 8 years of testing different onboarding approaches, I found the 5 steps that get clients to trust you enough to go...
07/08/2026

After 8 years of testing different onboarding approaches, I found the 5 steps that get clients to trust you enough to go beyond the numbers. I call it the Elevated Welcome System. Scroll through >>>

Talking goals and pain points shows you care about more than data entry and compliance and you’re interested in where they’re going.

Even if they don’t choose advisory now, they know you offer it and the higher option anchors the price, making the base package look like a great deal.

Walking them through the proposal with a video and reminding them why you’re the one solving their pain point goes above and beyond what most bookkeepers do. it builds trust before you ever touch their books.

A clean, automated system lets them hit the ground running while they’re still excited, then you offer a real kickoff call so they know they’re not alone.

Most buyers want confirmation they made the right choice. a curated gift box shows you did your research and proves you care.

That’s the Elevated Welcome System. Five steps. If you’re ready to upgrade your onboarding system with my Elevated Welcome System, you’re ready for Dubsado Decoded: the step by step plug & play program for setting up a system for all of this!

Right now it’s 20% off - comment DUBSADO for the link. It comes with some limited time sweet bonuses during this sale!

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