Serena Shoup, CPA in

Serena Shoup, CPA

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Founder at The Ambitious Bookkeeper®
📍 Prescott, Arizona, United States

Serena Shoup is a Certified Public Accountant and founder of Of Course Financial, specializing in accounting for online course creators. Through her other venture, The Ambitious Bookkeeper®, she hosts a podcast and mentors fellow bookkeepers. People who have worked with her often describe her as professional, driven, dedicated, and personable.

Serena values being present with her family, having recently taken a month-long break from social media to spend more time with her children. This experience reinforced her belief in focusing on what truly matters, both personally and in business, leading to positive outcomes like booking new clients without social media engagement.

Unique fact: Serena implements a numbering system for accounts, derived from her corporate accounting days, to better organize finances for her entrepreneurial clients.

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Experience
14 Years
Current Role
Founder
Job Level
Leadership
Location
Prescott, Arizona, United States
Personality Overview

How Serena shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Serena cares about

Finance for Creators
Her accounting firm, Of Course Financial, is specifically tailored to serve online entrepreneurs and course creators, helping them understand their financials to make better decisions.
Mentoring Bookkeepers
She is dedicated to elevating the bookkeeping profession through her mentorship program and podcast, The Ambitious Bookkeeper®.
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Career

Work history

10-2019
Founder
The Ambitious Bookkeeper®
1-2017
Owner
Of Course Financial
3-2015 - 6-2016
Controller
Progenity, Inc.
6-2013 - 3-2015
Senior Accountant - Accounting Manager
Progenity, Inc.
12-2011 - 5-2013
Staff Accountant
Henry Schein - Dental Specialties & Emergency Compliance Products Groups
In the press

Media appearances

The Ambitious Bookkeeper® by Serena Shoup, CPA - YouTube Channel. Featured in YouTube
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Education
2005 - 2010
B.B.A.
Western New Mexico University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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