使用Player FM应用程序离线!
Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
«
»
Uplevel Your Year End Client Experience with Serena Shoup
Manage episode 383741859 series 3359646
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
💸 Check out Plooto for receiving payments from clients that will save you a TON of money on fees (www.workflowqueen.com/plooto)
68集单集
Uplevel Your Year End Client Experience with Serena Shoup
Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
Manage episode 383741859 series 3359646
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
💸 Check out Plooto for receiving payments from clients that will save you a TON of money on fees (www.workflowqueen.com/plooto)
68集单集
所有剧集
×欢迎使用Player FM
Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。