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

2026-02-11

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Send a textWelcome 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 planningTech stack essentialsHiring and leading your first employeePricing strategies for startups and special situationsResources mentioned in t...

Send a text

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
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