Why You Can’t Trust AI with Your Money (Yet)
Have you ever left a meeting with your accountant feeling… kind of dumb? Like you should know more, do more, or just be better with your money? Yeah, me too. It’s this weird, quiet shame that so many of us carry, and we rarely talk about it.
My guest today, Serena Shoup, a CPA and bookkeeping CEO, gets on her soapbox about this within the first five minutes—and I was HERE for it. She calls out the condescending, shaming B.S. that can happen in the financial industry and gives us all permission to expect better. (And yes, that includes firing people who make you feel like crap about your business. Mic drop.)
This conversation is about so much more than just numbers. We get into Serena’s incredible story of building her firm as a “side hustle to motherhood,” how she accidentally created a second business teaching other bookkeepers, and the market shifts she’s seeing firsthand in her clients’ financials. If you started your business around the 2020 online gold rush, you NEED to hear her insights on what’s actually working now.
This episode is a masterclass in stripping away the fear around your finances and learning to see your numbers not as a report card on your worth, but as a powerful tool to help you build a business—and a life—that you actually love.
What You'll Learn in This Episode:
- The #1 reason you feel shame around your numbers (and why it might not be your fault).
- Why mixing business and personal funds is killing your clarity.
- How a $27 PDF pre-sold to 50 people launched a whole new business.
- What's really working in the post-2020 course market (from a CPA who sees the data).
- Using your P&L as a tool, not a report card, to build a business you actually love.
>>CONNECT WITH SERENA<<
Website: https://www.ambitiousbookkeeper.com/
Instagram: https://www.instagram.com/ofcoursefinancial
Podcast: The Ambitious Bookkeeper Podcast
>>YOUR NEXT STEPS<<
🤖Train AI to sound like you (in under 2 hours) with BrandCalibrator™
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🔹 Connect on Instagram
>>Thanks for Listening!
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