Episode notes
Meet Serena!
Episode Summary
In this episode of Protea Conversations, Zane sits down with Serena Shoup, CPA, founder of Of Course Financial and The Ambitious Bookkeeper®. Serena shares her journey from a small-town girl in New Mexico to building a thriving accounting firm and launching a mentorship and education platform for bookkeepers worldwide. She opens up about entrepreneurship, balancing two businesses, parenting, creativity, and why embracing imperfection has been her greatest lesson.
What You’ll Learn in This Episode:
- How Serena transitioned from corporate accounting to launching her own virtual firm.
- The story behind The Ambitious Bookkeeper®
— from a simple blog to a thriving community, coaching program, and podcast.
- Why choosing a niche and aligning technology (like Xero) with clie ...
Keywords
LeadershipEntrepreneurAccountingBookkeepingAccounting TechnologyAccounting IndustryBusiness CoachbusinessCFOCoachingCoach