The Ambitious Bookkeeper Podcast
The Ambitious Bookkeeper Podcast

242 ⎸ 2026 Survey Results Breakdown w/ Alyssa Lang

01 July 2026 56:43 Serena Shoup, CPA

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About this episode

Alyssa and I are back, and this time we actually hit record (lesson learned from last year, ha). We just closed year two of the State of the Virtual Bookkeeping and Accounting Industry survey, and we sat down to dig into the data together in real time. This isn't a polished, buttoned-up report read. This is the two of us cross-referencing the numbers live, reacting to what surprised us, and pulling out the patterns that actually matter for your firm. We get into the real differences between solo operators and firms with six-plus team members, where the money actually lands, how much owners are really working, and the truth about AI that nobody wants to say out loud. Real talk, some of these numbers gave me pause, and a few of them are going to challenge what you think is possible in your own business. Grab the free PDF report and follow along.

In this episode you’ll hear:

  • The revenue ceiling for solo firm owners
  • The honest truth about AI in our industry
  • Why so many of you are still pricing way too low
  • What your minimum fee should actually look like
  • The surprising connection between being the household breadwinner and how hard you push your firm
  • What the data says about working hours and profit margins at every revenue level

Resources mentioned in this episode:

  • State of the Virtual Bookkeeping and Accounting Industry Survey (free PDF report) at: https://www.ambitiousbookkeeper.com/survey or https://www.workflowqueen.com/survey
  • Elevate: https://www.ambitiousbookkeeper.com/elevate
  • Advisory Edge: https://www.ambitiousbookkeeper.com/offers/j9hM5s4e/checkout
  • Breakthrough: https://serenashoup.krtra.com/t/IKUxtNZoz7lF
  • Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d

Connect with Alyssa

🌐 Website: https://www.workflowqueen.com

📱 IG: https://www.instagram.com/workflowqueen

🎙️ Podcast: https://podcasts.apple.com/us/podcast/conquering-workflows-systems-for-bookkeepers-accountants/id1576274369?i=1000529139554

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 the Blog: https://www.ambitiousbookkeeper.com/blog
  • Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
  • Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
  • Connect on Facebook: https://www.facebook.com/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 and leave your review.

Podcast Publishing Tools we use:

  • Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
  • Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
  • Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)

Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/survey

Opt in to get the report or just skip straight to the survey! Either way, we appreciate your support. 

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