Uplevel Your Year End Client Experience with Serena Shoup

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

Alyssa Lang interviews Serena Shoup, a full time educator and CPA who’s the owner and founder of both Ambitious Bookkeeper and Of Course Bookkeeping. Serena Shoup shares how she uplevels her year end client experience, she shares her year end process and tips and tricks to getting year end done smoothly.

About our guest:

Serena Shoup is a corporate CPA turned bookkeeping business CEO, mentor for other bookkeepers + accountants, mom of 3, and a closet musician! She built her business as a Sidehustle to motherhood when she left corporate to have her second daughter. She’s passionate about helping business owners become CEOs and take control of their money.

Serena is the owner and founder of Ambitious Bookkeeper and Of Course Bookkeeping and she’s on a mission to change the way the industry operates!

Connect with Serena Shoup:

Visit her website: ambitiousbookkeeper.com

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Resources mentioned in this episode:

🎙 Ambitious Bookkeeper Podcast

💻 Breakthrough for Bookkeepers & Accountants

⚙️ Asana

⚙️ Loom

⚙️ Notion

🎙 Serena’s Podcast Episode About Balance Sheet Reconciliations

⚙️ Google Drive

⚙️ Canva

✉️ Subscribe to Serena’s Email List

💻 Black Friday Sale (11/20 - 11/30)

*Use code BF23 to receive a discount

**Get the Confident Compliance bundle by purchasing through one of Serena’s affiliate links in the Black Friday newsletter on November 20th!

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, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

章节

1. Introduction (00:00:00)

2. Introducing Serena (00:02:25)

3. About Year End (00:04:12)

4. Absolutely Necessary (00:06:01)

5. Read The IRS Rules (00:07:05)

6. Year End Tax Package (00:07:51)

7. Slideshow (00:09:51)

8. To 1099 or not (00:12:05)

9. Year End Workflow (00:14:26)

10. Benefits of the End of Year Package (00:16:53)

11. Nuts and Bolts (00:18:51)

12. Hoe to do the Year End Presentations (00:28:34)

13. The Confidence Compliance Bundle and other Goodies (00:33:18)

14. What to do when clients don't get you what you need (00:38:52)

15. Bestie Quiz (00:45:22)