This episode is a replay of my April 2026 live Q&A, and we cover a ton of ground that I know so many of you are dealing with right now.

Whether you're just starting out and trying to figure out where to even begin with automation, or you're in the thick of building a team and wondering why delegating feels harder than just doing it yourself, this one's for you. We also get into some juicy topics like QBO Payroll versus Gusto, how to handle S-Corp clients who are flying under the radar on reasonable salary, and what to do when a competitor is trying to tank your reputation online.

In this episode you’ll hear:

• The very first thing I recommend automating in your bookkeeping practice
• How to confidently ask a prospective client for access to their books
• QBO Payroll versus Gusto
• How to advise S-Corp clients on taking a reasonable salary

Resources mentioned in this episode:

• Elevate: https://www.ambitiousbookkeeper.com/elevate
• The Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba
• Emailing List: ambitiousbookkeeper.com/subscribe
• Dubsado (free audio series): https://www.ambitiousbookkeeper.com/dubsado
• Dubsado (affiliate link): https://www.dubsado.com/?c=shoupcpa
• Dubsado Decoded: https://kendracourtney.com/dubsado-decoded/
• Breakthrough by Workflow Queen: https://serenashoup.krtra.com/t/IKUxtNZoz7lF
• YouTube: "Is It Time to Move My Clients to Xero?"
• Xero Partner Program (affiliate link): https://xeroamericas.partnerlinks.io/79afz10exu7d
• Gusto (affiliate link): https://gusto.com/partners/i/serena591

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
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Podcast Publishing Tools we use:

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