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Description

In this episode, for the first time ever, we have a guest with their own #1 podcast (in Nmibia!). Shannon Weinstein, CPA is the owner of Fitnancial Solutions, a virtual CPA firm providing CFO and tax strategy services to entrepreneurs. There are a ton of takeaways in this episode, among them:

1. Can subscription models work with any industry niche?


2. How to build trust with clients


3. How Shannon sold $20K in services last month with text message marketing (it's not what you think)


4. Should you firm use a copywriter? A copywriter...what!?!?


5. Newsletter marketing (don't call it a newsletter!)


6. Leveraging "quick questions" to create value as opposed to considering them a time suck

You can find Shannon on Instagram at shannonkweinstein. Definitely check her out here - no accountant does Instagram better than Shannon. You can also find Shannon on Twitter @shannonkcpa. You can find Shannon's website here.

Follow Jeremy Wells on Twitter @jwellscfo and Chris on Twitter @chrishervochon.