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The Ambitious Bookkeeper Podcast

The Ambitious Bookkeeper Podcast

By: Serena Shoup CPA
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About this listen

The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners.

We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us:

Website: https://www.ambitiousbookkeeper.com

BBA: https://www.ambitiousbookkeeper.com/bba
Facebook: https://www.facebook.com/serenashoupcpa
LinkedIn: https://linkedin.com/in/serenashoup
Instagram: https://instagram.com/ambitiousbookkeeper

© 2026 The Ambitious Bookkeeper Podcast
Career Success Economics Leadership Management & Leadership Personal Development Personal Success
Episodes
  • 234 | April Podcast Update
    Apr 1 2026

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    This is a podcast update & what to expect here on the podcast for the month of April!

    Check out this week’s YouTube Video >>

    • The New Xero Partner Hub

    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 @ambitiousbookkeeper

    For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

    • Visit our website: https://www.ambitiousbookkeeper.com
    • Follow me on YouTube: https://www.youtube.com/@ambitiousbookkeeper
    • Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
    • Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
    • Connect on Facebook: https://www.facebook.com/serenashoupcpa

    Join the next free training >

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    5 mins
  • 233 ⎸ No More Arbitrary Price Increases [vlog]
    Mar 25 2026

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    This one is a little different. One day in February I decided to vlog my day.. a sort of behind the scenes of my day. I wasn’t sure what I was going to use this footage for. And then… I was inspired a couple weeks ago (by the time this comes out) to write another BTS Newsletter. The two are **completely unrelated in topics—** combining the voice over of my Newsletter (unfiltered thoughts combined with a little education + provoking thoughts) with my random vlogging day.

    I hope you enjoy… make sure you watch it on YouTube for the full effect.

    In this episode you’ll hear:

    • The audio version of Vol. 7. No more arbitrary price increases
    • Audio of my check ins through out the day

    WATCH ON YOUTUBE FOR THE FULL EXPERIENCE → subscribe while you’re there.

    Subscribe to the Newsletter. I don’t sell in them. They are my own personal thoughts and musings as I build & grow my businesses. There will be typos. Half the time, I write them from my phone. Right when inspiration hits.

    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 @ambitiousbookkeeper

    For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

    • Visit our website: https://www.ambitiousbookkeeper.com
    • Follow the Blog: https://www.ambitiousbookkeeper.com/blog
    • Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
    • Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
    • Connect on Facebook: https://www.facebook.com/serenashoupcpa

    Thank 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-llc
    • Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
    • Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)

    Join the next free training >

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    17 mins
  • 232 | Using AI in Bookkeeping
    Mar 18 2026

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    AI is changing the bookkeeping game, but it's not replacing us anytime soon.

    In this episode, I'm pulling back the curtain on Xero's built-in AI feature, JAX (Just Ask Xero), and walking you through exactly how we're testing it inside our own firm before rolling it out to clients. From auto bank reconciliation to creating invoices via conversation, there are some genuinely cool time-saving features here, but there's still a lot you need to be doing yourself.

    In this episode you’ll hear:

    • How JAX works inside Xero
    • What security and data privacy measures are in place
    • How the auto bank reconciliation feature works
    • How JAX can look up vendor information from the web while you're coding transactions
    • How to use JAX to create invoices, pull up open invoices, and even build quotes

    Resources mentioned in this episode:

    • Xero :https://xeroamericas.partnerlinks.io/79afz10exu7d
    • JAX Article: https://central.xero.com/s/article/About-Just-Ask-Xero-JAX-AU
    • Xero’s data commitment: https://www.xero.com/us/data/
    • Xero Playlist → https://www.youtube.com/playlist?list=PLvpVbZsrj-tXq1nN53z162JbTwGeH3GPf

    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 @ambitiousbookkeeper

    For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

    • Visit our website: https://www.ambitiousbookkeeper.com
    • Follow the Blog: https://www.ambitiousbookkeeper.com/blog
    • Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
    • Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
    • Connect on Facebook: https://www.facebook.com/serenashoupcpa

    Thank 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-llc
    • Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
    • Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)

    Join the next free training >

    Show More Show Less
    22 mins
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