249 ⎸ [Q&A] Starting a Firm While Employed, Hiring Advice, and Employee Benefits

This round of Live Q&A we got into some really good stuff: how to navigate starting your firm while you're still employed, why book to tax differences are completely normal and not something to lose sleep over, and how I approach the "can I afford to hire" conversation with clients (spoiler: it's rarely just about the numbers). I also pulled back the curtain on my monthly client newsletter, walked through my PTO and benefits setup for a part-time team, and gave a real update on the new version of Elevate that's dripping out in early September. Grab a notebook and your favorite drink and let's go. In this episode you’ll hear: • How to approach telling your current employer you're starting a firm • My take on where clients really come from and what to focus on first when you're trying to grow. • A full walkthrough of my client newsletter strategy • And how I do my part-time team's employee benefits Resources mentioned in this episode: • Elevate https://www.ambitiousbookkeeper.com/e... • Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bba • Take Command (medical expense reimbursement program for the team) • Xero: https://xeroamericas.partnerlinks.io/... • QuickBooks Online: https://www.referquickbooks.com/s/Ser... • Squarespace: https://squarespace.syuh.net/AgROVN • GoCardless: https://manage.gocardless.com/refer/u... • Gusto : https://gusto.com/partners/i/serena591 • Liz Wilcox's Email Marketing Membership: https://serenashoup--lizwilcox.thrive... • Alyssa Lang / Workflow Queen's Breakthrough: https://serenashoup.krtra.com/t/IKUxt... • Kajabi: https://app.kajabi.com/r/SLFEMUL4/t/u... • Max Emery / GoPro Bookkeeping: https://www.skool.com/go-pro-bookkeep... 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 me on YouTube:    / @ambitiousbookkeeper   • Connect on Instagram:   / ambitiousbookkeeper   • Connect on Threads: https://www.threads.net/@ambitiousboo... • Connect on Facebook:   / 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 (http://ambitiousbookkeeper.com/podcast) and leave your review. Podcast Publishing Tools we use: • Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media... • Descript: https://get.descript.com/u7lubkx09073 (affiliate link) • Buzzsprout: https://www.buzzsprout.com/?referrer_... (affiliate link)