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I have a big announcement to share and I've been so excited to finally let the cat out of the bag! Erin Pohan, one of our OG community members and founder of UpKeeping®, is joining me as co-coach for this upcoming cohort of the Bookkeeping Business Accelerator.
I wanted to bring Erin on because she's lived this journey. She started from scratch just like you, built her firm to 50 clients and a team of three, and she did it using the BBA framework. This episode is a real, honest conversation about what it actually takes to build a bookkeeping business, how AI is changing our industry (but not in the way you might fear), and what's in store for this cohort.
In this episode you’ll hear:
- The big announcement
- Erin's origin story
- AI in bookkeeping
- And more!
Resources mentioned in this episode:
- Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/vip
- Ambitious Bookkeeper Bookkeeping Biz Workshops: https://www.ambitiousbookkeeper.com/workshops
- Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d
- QuickBooks Online: https://www.referquickbooks.com/s/Serena4
- Workflow Queen / Alyssa Lang: https://www.workflowqueen.com
Meet Erin
As Founder of UpKeeping® and a proud student in The Ambitious Bookkeeper community, Erin is changing the old & boring stereotypes of the accounting industry. Erin and her team support new entrepreneurs and already-established small business owners by being their #1 financial cheerleader/concierge/communicator.
When she’s not trying to make accounting more “fun”, Erin loves traveling the world with her family, playing the violin, and convincing accounting students & professionals that owning an accounting firm is the American dream.
Connect with Erin
👥 Linkedin: https://www.linkedin.com/in/erinpohan/
📱 Instagram: @upkeeping.co
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:
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- 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/vip
ambitiousbookkeeper.comhttps://www.ambitiousbookkeeper.com/workshops
ambitiousbookkeeper.comhttps://xeroamericas.partnerlinks.io/79afz10exu7d
xeroamericas.partnerlinks.iohttps://www.referquickbooks.com/s/Serena4
referquickbooks.comhttps://www.workflowqueen.com
workflowqueen.comhttps://www.linkedin.com/in/erinpohan/
linkedin.comhttps://www.ambitiousbookkeeper.com
ambitiousbookkeeper.comhttps://www.ambitiousbookkeeper.com/blog
ambitiousbookkeeper.comhttps://www.instagram.com/ambitiousbookkeeper
instagram.comhttps://www.threads.net/@ambitiousbookkeeper
threads.nethttps://www.facebook.com/serenashoupcpa
facebook.comambitiousbookkeeper.com/podcast
ambitiousbookkeeper.comhttps://www.iangilliam.com/sabr-media-llc
iangilliam.comhttps://get.descript.com/u7lubkx09073
get.descript.comhttps://www.buzzsprout.com/?referrer_id=1753696
buzzsprout.comhttps://www.ambitiousbookkeeper.com/activate
ambitiousbookkeeper.com
- 0:00231 | I’ve got a surprise!
- 2:34Big Announcement
- 3:54Why Add a Co-Coach
- 5:30Design Your Own Firm
- 6:18Erin Origin Story
- 10:22Going Out Solo
- 14:17First Clients Fast
- 16:05Visibility Plan That Works
- 18:35Subcontracting Mindset
- 21:29AI Reality Check
- 23:21SaaS Partnerships Power
- 24:39Push Back on Software
- 25:44Count AI Client Rollout
- 26:51AI Accuracy and Privacy
- 28:25Bookkeepers Shift to Review
- 31:43Two Coaches Perspectives
- 36:11Wave Seattle Conference