Serena Shoup, CPA

Pioneer
DISC Type : dis

Founder at The Ambitious Bookkeeper®

Prescott, Arizona, United States

Overview

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.

Personality Overview

Driven But Considerate

Friendly But Fast

Dynamic But Sincere

If they are convinced, they can become very strong champions for your product  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed They have the unique ability to win both love and respect from their team (or outsiders)

Topics They Care 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®.
AI in Business
She actively discusses practical AI applications for business support and educates her audience on the nuances of AI data privacy.

Media Appearances

The Ambitious Bookkeeper® by Serena Shoup, CPA - YouTube Channel. Featured in YouTube

See Now

Work History

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

Education

2005 - 2010
B.B.A. from Western New Mexico University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Prescott, Arizona, United States Job Level : Leadership Designation : Founder at The Ambitious Bookkeeper®
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Insights For Selling To Serena

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but nurture the relationship too
  • During followups, use calls or text if needed, they should be fine
  • Ask them for a lunch or coffee once some rapport has been established

DONT's

  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t be very informal during the early interactions even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Serena is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Serena

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Serena move?

  • They are generally fast movers and can take quick decisions
  • Can Serena take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Serena

Personality Compatibility


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