
104 ⎸ [Q&A] Goal-setting & Financial Planning
About this episode
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:
- The Bookkeeping Client Closer - Find your perfect fit client!
- The Bookkeeping Business Accelerator® - Launch and scale your virtual bookkeeping biz with this step-by-step online course!
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:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
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 episodesFree 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.
More episodes
More from The Ambitious Bookkeeper Podcast

239 ⎸ How to Serve Real Estate Investor Clients & Market Your Bookkeeping Busine...
The Ambitious Bookkeeper Podcast

Announcement: Closing Elevate
The Ambitious Bookkeeper Podcast

238 ⎸ Transforming the Accounting Landscape: A Conversation with Joe Woodard
The Ambitious Bookkeeper Podcast

237 ⎸ [Q&A] Inbox Management, Tech Stack, and Practice Management Tips
The Ambitious Bookkeeper Podcast