From Side Hustle to Successful Firm: Building a Bookkeeping Business with Serena Shoup

Building a bookkeeping business takes more than accounting expertise, it requires intentional growth, smart systems, and knowing when to ask for help. In this episode, Brian Greer (  / brian-greer-55b7364  ) sits down with Serena Shoup, CPA (  / serenashoup  ) , founder of Of Course Financial (https://www.ofcoursebookkeeping.com/) and The Ambitious Bookkeeper (https://www.ambitiousbookkeeper.com/) , to discuss her journey from corporate accounting to entrepreneurship. Serena shares how she built a thriving bookkeeping firm, why niching down transformed her business, and the lessons she's learned mentoring hundreds of aspiring bookkeepers. They also discuss pricing strategies, building a team, finding clients as an introvert, and why understanding sales tax is essential for bookkeepers and their clients alike. Whether you're starting your own firm or looking to grow an existing one, this conversation is packed with practical advice for building a sustainable business. Brian - Chief Revenue Officer, Partner at TaxConnex   / brian-greer-55b7364   Jeff - Consulting Practice Leader, Partner at TaxConnex   / jeffrey-meigs-14a76521   https://www.taxconnex.com/