How do I pitch The Ambitious Bookkeeper Podcast as a podcast guest?

The Ambitious Bookkeeper Podcast has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.

Who is the host of The Ambitious Bookkeeper Podcast?

The Ambitious Bookkeeper Podcast is hosted by Serena Shoup, CPA. The show is categorised under business (careers) and has published 253 episodes.

How many episodes does The Ambitious Bookkeeper Podcast have?

The Ambitious Bookkeeper Podcast has published 253 episodes.

What topics does The Ambitious Bookkeeper Podcast cover?

The Ambitious Bookkeeper Podcast regularly covers business, careers, entrepreneurship. It sits in the business category, with a careers focus.

Is it hard to get booked on The Ambitious Bookkeeper Podcast?

The Ambitious Bookkeeper Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.

Is The Ambitious Bookkeeper Podcast currently accepting guest pitches?

The Ambitious Bookkeeper Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.

How long are The Ambitious Bookkeeper Podcast episodes?

Episodes of The Ambitious Bookkeeper Podcast average 34 minutes. a focused format where a clear narrative arc and tight preparation matter most.

What guest credentials does The Ambitious Bookkeeper Podcast typically look for?

Our data rates The Ambitious Bookkeeper Podcast's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.

business

The Ambitious Bookkeeper Podcast

Hosted by Serena Shoup, CPA · business · EN-US · 253 episodes

Apple Podcasts Website

About this Podcast:

The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www.ambitiousbookkeeper.com/bba Facebook: https://www.facebook.com/serenashoupcpa LinkedIn: https://linkedin.com/in/serenashoup Instagram: https://instagram.com/ambitiousbookkeeper

Pitch Analysis

Required Pod Score for this show. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.

Contact path

Verified email

Booking probability

37%

Guest openness

Selective

Verified email on file

80/100

Required Score

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What is The Ambitious Bookkeeper Podcast?

The Ambitious Bookkeeper Podcast is a business podcast hosted by Serena Shoup, CPA, with 253 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

About the host

Serena Shoup, CPA hosts The Ambitious Bookkeeper Podcast, a business show with 253 episodes published.

Verified host email: ████████@████.comSign in to unlock →

Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

Episode #246
246 | Q&A - Transitioning to Advisory, Xero Integrations Disengaging with Clients, and More
Aug 19, 202637 min
We're back from summer break with a live Q&A with SO much good stuff in this one. This was one of those episodes where the questions kept getting better and better, and I got to go deep on the things that trip us all up: running an advisory firm, getting your pricing right, Xero integrations, closing out clients the right way, and knowing when to make your first hire. If you've ever felt awkward quoting a higher fee or weren't sure how to structure your revenue side when a client's processor data lives inside their CRM, this one's for you. And if advisory is even a tiny blip on your radar, I've got a free audio series you're going to want to grab before it disappears. In this episode you’ll hear: Connecting Stripe and PayPal inside Xero Is $350 too much for basic bookkeeping? The right way to disengage with clients When to make your first hire How to support a team that's feeling overwhelmed Resources mentioned in this episode: Elevate: https://www.ambitiousbookkeeper.com/elevate BBA: https://www.ambitiousbookkeeper.com/bba Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d Kajabi: https://app.kajabi.com/r/SLFEMUL4/t/uiptq7nu Content Snare: https://contentsnare.com/#_r_serena58 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 me on YouTube: https://www.youtube.com/@ambitiousbookkeeper Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper Connect on Threads: https://www.threads.net/@ambitiousbookkeeper Connect on Facebook: https://www.facebook.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 ambitiousbookkeeper.com/podcast and leave your review. 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: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)
Listen Show Notes
Episode #245
245 | Starting Your Firm from Scratch with Jaime Rodriguez
Aug 12, 202637 min
This episode hit close to home for me because Jaime Rodriguez and I are basically living the same double life, and I loved getting to compare notes. Jaime is the CEO of Bookkeepers.com (you probably know them as Bookkeeper Launch), and his story is wild. He went to school for accounting chasing that "safe job" American dream, hated the corporate grind so much he Googled how to start a bookkeeping business, bought the very course he now owns, and burned the boats to go all in. Fast forward through a few years of coaching, re-recording lessons, and becoming the face of the brand, and in 2025 he actually bought the company. In this episode you’ll hear: How Jaime went from burned-out corporate accountant to owning the very course that got him started Why SOPs are what let you run a firm on 30 minutes a month The real talk on running two businesses at once The costly mistake of taking on every client in every industry before you have processes Why you have to learn your debits and credits before you touch automation The one question that protects your time every time a new prospect comes knocking Resources mentioned in this episode: Join the Digital Bookkeeper Association for $9/mo: https://dba.bookkeepers.app/ Bookkeepers.com : https://bookkeepers.com/ $1000 Off any version of Bookkeeper Launch when you use promo code AUGUSTBUS26: https://sk293.isrefer.com/go/BLFS/SS64/ Meet Jaime Jaime Rodriguez is the owner and CEO of Bookkeepers.com, but his journey started as a student looking for a better path. After building his own successful bookkeeping business, he went on to acquire the company that first taught him the skill. Today, he helps entrepreneurs realize they’re capable of more than they think; not just financially, but in how they live and work. He’s the author of Beyond the Numbers and You’re Not for Everyone (That’s the Point), both focused on building a business that actually fulfills you. Connect with Jaime YouTube: https://www.youtube.com/@bookkeepersdotcom Facebook: https://www.facebook.com/jaimethebookkeeper 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 Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. 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: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link) Get access to the FREE Advisor Activation Audio Series before it goes away! https://www.ambitiousbookkeeper.com/activate
Listen Show Notes
Episode #243
243 | The Advisor Activation Series
Jul 29, 202611 min
In this episode you’ll hear: A very short update about the audio series I just released & why you need to listen before it goes away! Resources mentioned in this episode: Listen to The Advisor Activation Audio Series → https://www.ambitiousbookkeeper.com/activate 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 me on YouTube: https://www.youtube.com/@ambitiousbookkeeper Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper Connect on Threads: https://www.threads.net/@ambitiousbookkeeper Connect on Facebook: https://www.facebook.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 ambitiousbookkeeper.com/podcast and leave your review. 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: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link) Get access to the FREE Advisor Activation Audio Series before it goes away! https://www.ambitiousbookkeeper.com/activate
Listen Show Notes
Episode #242
242 ⎸ 2026 Survey Results Breakdown w/ Alyssa Lang
Jul 1, 202657 min
Alyssa and I are back, and this time we actually hit record (lesson learned from last year, ha). We just closed year two of the State of the Virtual Bookkeeping and Accounting Industry survey, and we sat down to dig into the data together in real time. This isn't a polished, buttoned-up report read. This is the two of us cross-referencing the numbers live, reacting to what surprised us, and pulling out the patterns that actually matter for your firm. We get into the real differences between solo operators and firms with six-plus team members, where the money actually lands, how much owners are really working, and the truth about AI that nobody wants to say out loud. Real talk, some of these numbers gave me pause, and a few of them are going to challenge what you think is possible in your own business. Grab the free PDF report and follow along. In this episode you’ll hear: The revenue ceiling for solo firm owners The honest truth about AI in our industry Why so many of you are still pricing way too low What your minimum fee should actually look like The surprising connection between being the household breadwinner and how hard you push your firm What the data says about working hours and profit margins at every revenue level Resources mentioned in this episode: State of the Virtual Bookkeeping and Accounting Industry Survey (free PDF report) at: https://www.ambitiousbookkeeper.com/survey or https://www.workflowqueen.com/survey Elevate: https://www.ambitiousbookkeeper.com/elevate Advisory Edge: https://www.ambitiousbookkeeper.com/offers/j9hM5s4e/checkout Breakthrough: https://serenashoup.krtra.com/t/IKUxtNZoz7lF Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d Connect with Alyssa 🌐 Website: https://www.workflowqueen.com 📱 IG: https://www.instagram.com/workflowqueen 🎙️ Podcast: https://podcasts.apple.com/us/podcast/conquering-workflows-systems-for-bookkeepers-accountants/id1576274369?i=1000529139554 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 Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. 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: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link) Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Listen to the FREE Private Podcast >> The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
Listen Show Notes
Episode #241
241 ⎸ The State of Virtual Bookkeeping Industry with Alyssa
Jun 1, 202659 minS0
<p>I'm joined in person by my biz bestie Alyssa Lang of Workflow Queen, and we are SO pumped to talk about the return of the Virtual Bookkeeper Industry Survey round two, baby! We're going bigger, better, and more intentional this time around, with a goal of 2,500 responses, a charity donation tied to Make-A-Wish Foundation, and a brand new interactive data bot that lets you dig into the results yourself. Oh, and we may have gone down a rabbit hole or two about AI, pricing, and what it actually means for running a boutique firm. You're welcome.</p><p><b>...
Listen Show Notes

Guest Appearances

Recent guests on The Ambitious Bookkeeper Podcast. Study who booked and why before you pitch.

Joe Woodard

founder & CEO, Scaling New Heights

Kelly Sinclair

Visibility Coach

Jaime Rodriguez

Bookkeepers.com

Alyssa Lang

Workflow Queen

Advertisers on this show

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Best industries to pitch The Ambitious Bookkeeper Podcast for

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

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Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.

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FAQs

Every question we get asked before
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If you have a concern about deliverability, AI quality, data privacy, or whether this will actually work for your specific situation, it's probably answered below.

What is the difference between Founder Solo and Founder Pro?

Founder Solo gives you 50 AI pitches per month using the credit model (Standard pitches cost 1 credit, Enriched pitches cost 2). Founder Pro raises that to 200 credits per month and adds full Booking Probability access, unlimited Magic Match, Apollo enrichment credits, and data export capabilities. Both plans use the same credit system, so you can stretch your monthly budget further by using Standard-mode drafting.

How do agency tiers work?

Agency tiers have no base fee. You pay per managed client and per talent profile. Agency Standard is $199 per client per month; Agency Pro is $399 per client per month. Both add $39 per talent profile per month. Your own team's user seats are always free.

What is a talent profile?

A talent profile represents one person (founder, executive, or spokesperson) you are booking onto podcasts. It includes their bio, topics, headshots, and outreach history. Team plans include 5 profiles; agency plans are pay-as-you-go.

Can I switch plans later?

Yes, at any time. Upgrades take effect immediately; downgrades apply at the end of the current billing period. Contact support if you need help migrating between plan families.

Do you offer a free trial?

Every paid plan includes a 15-day free trial. Your card is saved at signup but you will not be charged until day 16. Cancel any time from your dashboard.

What happens if I cancel?

You keep access until the end of your current billing period. No charges after that. Your data is retained for 30 days in case you reactivate.

Is the 20% annual discount automatic?

Yes. Select Annual on the pricing toggle and the discounted price is applied automatically at checkout. The annual price shown is the full year cost.

What if I have more than 50 profiles or 20 clients?

That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.

Episode #242

242 ⎸ 2026 Survey Results Breakdown w/ Alyssa Lang

Jul 1, 202657 min

Alyssa and I are back, and this time we actually hit record (lesson learned from last year, ha). We just closed year two of the State of the Virtual Bookkeeping and Accounting Industry survey, and we sat down to dig into the data together in real time. This isn't a polished, buttoned-up report read. This is the two of us cross-referencing the numbers live, reacting to what surprised us, and pulling out the patterns that actually matter for your firm. We get into the real differences between solo operators and firms with six-plus team members, where the money actually lands, how much owners are really working, and the truth about AI that nobody wants to say out loud. Real talk, some of these numbers gave me pause, and a few of them are going to challenge what you think is possible in your own business. Grab the free PDF report and follow along. In this episode you’ll hear: The revenue ceiling for solo firm owners The honest truth about AI in our industry Why so many of you are still pricing way too low What your minimum fee should actually look like The surprising connection between being the household breadwinner and how hard you push your firm What the data says about working hours and profit margins at every revenue level Resources mentioned in this episode: State of the Virtual Bookkeeping and Accounting Industry Survey (free PDF report) at: https://www.ambitiousbookkeeper.com/survey or https://www.workflowqueen.com/survey Elevate: https://www.ambitiousbookkeeper.com/elevate Advisory Edge: https://www.ambitiousbookkeeper.com/offers/j9hM5s4e/checkout Breakthrough: https://serenashoup.krtra.com/t/IKUxtNZoz7lF Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d Connect with Alyssa 🌐 Website: https://www.workflowqueen.com 📱 IG: https://www.instagram.com/workflowqueen 🎙️ Podcast: https://podcasts.apple.com/us/podcast/conquering-workflows-systems-for-bookkeepers-accountants/id1576274369?i=1000529139554 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 Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. 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: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link) Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Listen to the FREE Private Podcast >> The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!

Listen Show Notes

Every question we get asked before
someone starts their trial.

If you have a concern about deliverability, AI quality, data privacy, or whether this will actually work for your specific situation, it's probably answered below.

What is the difference between Founder Solo and Founder Pro?

How do agency tiers work?

What is a talent profile?

Can I switch plans later?

Yes, at any time. Upgrades take effect immediately; downgrades apply at the end of the current billing period. Contact support if you need help migrating between plan families.

Do you offer a free trial?

Every paid plan includes a 15-day free trial. Your card is saved at signup but you will not be charged until day 16. Cancel any time from your dashboard.

What happens if I cancel?

You keep access until the end of your current billing period. No charges after that. Your data is retained for 30 days in case you reactivate.

Is the 20% annual discount automatic?

Yes. Select Annual on the pricing toggle and the discounted price is applied automatically at checkout. The annual price shown is the full year cost.

What if I have more than 50 profiles or 20 clients?

That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.

The Ambitious Bookkeeper Podcast

About this Podcast:

Pitch Analysis

What is The Ambitious Bookkeeper Podcast?

About the host

Recent episodes

246 | Q&A - Transitioning to Advisory, Xero Integrations Disengaging with Clients, and More

245 | Starting Your Firm from Scratch with Jaime Rodriguez

243 | The Advisor Activation Series

242 ⎸ 2026 Survey Results Breakdown w/ Alyssa Lang

241 ⎸ The State of Virtual Bookkeeping Industry with Alyssa

Guest Appearances

Joe Woodard

Kelly Sinclair

Jaime Rodriguez

Alyssa Lang

Advertisers on this show

Best industries to pitch The Ambitious Bookkeeper Podcast for

Podcasts like The Ambitious Bookkeeper Podcast

Every question we get asked beforesomeone starts their trial.

The Ambitious Bookkeeper Podcast

About this Podcast:

Pitch Analysis

What is The Ambitious Bookkeeper Podcast?

About the host

Recent episodes

246 | Q&A - Transitioning to Advisory, Xero Integrations Disengaging with Clients, and More

245 | Starting Your Firm from Scratch with Jaime Rodriguez

243 | The Advisor Activation Series

242 ⎸ 2026 Survey Results Breakdown w/ Alyssa Lang

241 ⎸ The State of Virtual Bookkeeping Industry with Alyssa

Guest Appearances

Joe Woodard

Kelly Sinclair

Jaime Rodriguez

Alyssa Lang

Advertisers on this show

Best industries to pitch The Ambitious Bookkeeper Podcast for

Podcasts like The Ambitious Bookkeeper Podcast

Every question we get asked beforesomeone starts their trial.

Every question we get asked before
someone starts their trial.

Every question we get asked before
someone starts their trial.