239 ⎸ How to Serve Real Estate Investor Clients & Market Your Bookkeeping Business as an Introvert with Max Emory

About this episode

This episode features a conversation with Max Emory about serving real estate investor clients and marketing a bookkeeping business as an introvert.

Send us Fan Mail This episode is a behind-the-scenes conversation with Max Emory. We get into the nitty gritty of what it actually takes to serve REI clients, how he built his team, the new community he's launching for bookkeepers who want to level up their marketing and sales game, and how he manages it all with two boys under two at home. In this episode you’ll hear: Why real estate investing is one of the most complex niches a bookkeeper can serveHow overcomplicated entity structures are h...

People in this episode

Host: Serena Shoup

Guest: Max Emory

Topics covered

• real estate investing
• bookkeeping
• marketing
• sales
• entrepreneurship
• work-life balance

Keywords

• bookkeeping
• real estate investors
• marketing strategies
• sales techniques
• entrepreneurship
• work-life balance

Mentioned in this episode

Organizations: real estate investing

More episodes of The Ambitious Bookkeeper Podcast

• 241 ⎸ State of Virtual Bookkeeping Industry with Alyssa · June 1, 2026 · 59 min
• 240 | [Q&A] 1st Thing to Automate, Building Rapport with Clients, & Intuit vs Gusto Payroll · May 20, 2026 · 40 min
• Announcement: Closing Elevate · May 5, 2026 · 6 min
• 238 ⎸ Transforming the Accounting Landscape: A Conversation with Joe Woodard · April 29, 2026 · 37 min
• 237 ⎸ [Q&A] Inbox Management, Tech Stack, and Practice Management Tips · April 22, 2026 · 40 min
• 236 | Take back your time with Dubsado 3.0 · April 15, 2026 · 5 min