228 | [Q&A] Partnerships, Profit First, and Complex Client Situations

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Welcome back to our monthly live Q&A! We took a little break, but we're back and ready to tackle all your burning questions about building your bookkeeping business. Whether you're just getting started or scaling your firm, this episode is packed with real talk and practical advice.

In this episode you’ll hear:

• Partnership pitfalls and planning
• Tech stack essentials
• Hiring and leading your first employee
• Pricing strategies for startups and special situations

Resources mentioned in this episode:

• Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d
• QuickBooks Online: https://www.referquickbooks.com/s/Serena4
• Become a Bookkeeper by Katie Farrow: https://www.katieferro.com/a/38894/2PQNgtvv
• Risk Desk by Jock Walls at https://www.myriskdesk.com
• Dubsado: https://www.dubsado.com/?c=shoupcpa
• Google Workspace: https://referworkspace.app.goo.gl/Xo4G
• TaxJar, Anrok, Hubdoc

• "Make 'Em Beg to Work for You" by Dr. Angela E. Lauria
• "Teamwork" by Natalie Dawson

• Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba
• Elevate: https://www.ambitiousbookkeeper.com/elevate
• Confident Compliance Bundle: https://www.ambitiousbookkeeper.com/offers/tgPgMBJ7
• Workflow Queen's Breakthrough Program: https://serenashoup.krtra.com/t/IKUxtNZoz7lF
• Dubsado Decoded: https://kendracourtney.com/dubsado-decoded/
• QBO Gym: https://fastandeasyqbo.samcart.com/referral/GymChallenge/8Duca0gOuAg8wpjF

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

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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: