About this episode

In this episode, Serena Shoup discusses AI tools, pricing strategies, and onboarding processes for bookkeeping businesses.

Send us Fan Mail From AI tools and scope creep to finding your first clients and onboarding systems, whether you're just dreaming about starting a bookkeeping business or you're a few years in, there's something in here for you. In this episode you’ll hear: How I use AI in my firmPricing, scope creep, and tough money conversationsFinding your first five clientsOnboarding processResources mentioned in this episode: Bookkeeping Biz Workshops: https://www.ambitiousbookkeeper.com/workshopsOnboard...

More episodes of The Ambitious Bookkeeper Podcast

• 237 ⎸ [Q&A] Inbox Management, Tech Stack, and Practice Management Tips · April 22, 2026 · 39 min
• 236 | Take back your time with Dubsado 3.0 · April 15, 2026 · 3 min
• 235 ⎸ Why I only use Xero · April 8, 2026 · 29 min
• 234 | April Podcast Update · April 1, 2026 · 4 min
• 233 ⎸ No More Arbitrary Price Increases [vlog] · March 25, 2026 · 17 min
• 232 | Using AI in Bookkeeping · March 18, 2026 · 23 min

Explore listener stats, chart rankings, contacts and more on the The Ambitious Bookkeeper Podcast podcast page.