Skip to content
TrackPodcasts
businessJun 28, 202347:55pending

104 ⎸ [Q&A] Goal-setting & Financial Planning

About this episode

Send us Fan Mail

In this Q&A episode, I talk about the importance of goal-setting and walk you through a special visualization exercise. I also talk about how to increase leads, share strategies for attracting the type of clients you want, and dive into the profit-first method. Come get your biz tips!

In this episode you’ll hear:

  • strategies for setting money goals and time goals
  • an exercise for visualizing the future
  • how to pay yourself more
  • tips for increasing revenue


Resources mentioned in this episode:


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: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.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: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

Get every episode summarized

Each time The Ambitious Bookkeeper Podcast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

104 ⎸ [Q&A] Goal-setting & Financial Planning

The Ambitious Bookkeeper Podcast

0:00
47:55

More episodes

More from The Ambitious Bookkeeper Podcast

View all episodes →