230 | [Q&A] AI Tools, Pricing, and Onboarding

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 firm
• Pricing, scope creep, and tough money conversations
• Finding your first five clients
• Onboarding process

Resources mentioned in this episode:

• Bookkeeping Biz Workshops: https://www.ambitiousbookkeeper.com/workshops
• Onboarding Templates Freebie: https://www.ambitiousbookkeeper.com/onboarding
• Elevate: https://www.ambitiousbookkeeper.com/elevate
• Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba
• Effortless Client Requests: workflowqueen.com
• Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv
• Dubsado Decoded: https://kendracourtney.com/dubsado-decoded/
• Akadian QBO: https://fastandeasyqbo.samcart.com/referral/qbo-basic/8Duca0gOuAg8wpjF
• Bookkeeper Launch: https://sk293.isrefer.com/go/BLFS/SS64/

Affiliate Links

• Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d
• QuickBooks Online: https://www.referquickbooks.com/s/Serena4
• Dubsado: https://www.dubsado.com/?c=shoupcpa
• Gusto: https://gusto.com/r/1bjHm
• Content Snare: https://contentsnare.com/#_r_serena58
• Clockify: https://clockify.me/?fpr=qyebl2

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: 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