Shows
Keep What You EarnShannon's Appearance on "The Million Dollar Machine" with Ernesto MandowskyLet's dive into my journey to becoming a finance professional, insights on cash flow forecasting, the nuances of financial metrics like P&L statements, and strategic investments to grow your business. We also discuss the emotional aspects of financial management and how to navigate the metrics that truly matter for your business's health. If you've ever felt overwhelmed by the financial side of your business, this episode will equip you with practical tools and a clearer understanding to help you succeed. What You'll hear in this episode: [2:15] Shannon's Journey to...2025-02-1731 minKeep What You EarnShannon's Appearance on "The Million Dollar Machine" with Ernesto MandowskyLet's dive into my journey to becoming a finance professional, insights on cash flow forecasting, the nuances of financial metrics like P&L statements, and strategic investments to grow your business. We also discuss the emotional aspects of financial management and how to navigate the metrics that truly matter for your business's health. If you've ever felt overwhelmed by the financial side of your business, this episode will equip you with practical tools and a clearer understanding to help you succeed. What You'll hear in this episode: [2:15] Shannon's Journey to...2025-02-1731 minKeep What You EarnShannon's Appearance on "Digital Business Evolution" with Jess DeRoseWe dive into my journey from a childhood influenced by my father, who was a CPA to becoming a successful business owner and financial educator. I share invaluable insights on how entrepreneurs can better manage their finances, the importance of tax planning, and the common mistakes to avoid. We also touch on the importance of mindset in financial success and the necessity of diversifying both revenue streams and investments. This episode is packed with practical advice for entrepreneurs at any stage of their financial journey. Tune in to learn how to scale your business, save money in...2025-02-1253 minKeep What You EarnShannon's Appearance on "Digital Business Evolution" with Jess DeRoseWe dive into my journey from a childhood influenced by my father, who was a CPA to becoming a successful business owner and financial educator. I share invaluable insights on how entrepreneurs can better manage their finances, the importance of tax planning, and the common mistakes to avoid. We also touch on the importance of mindset in financial success and the necessity of diversifying both revenue streams and investments. This episode is packed with practical advice for entrepreneurs at any stage of their financial journey. Tune in to learn how to scale your business, save money in...2025-02-1253 minKeep What You EarnShannon's Appearance on "She Believed She Could" Podcast with Allison WalshToday, I am re-sharing an episode from when I was the guest on the 'She Believed She Could' podcast. I had the pleasure of being interviewed by the host, Allison Walsh. I share my journey into accounting, which began on a dare from my father. Little did I know that demystifying financial management for small business owners would become my passion. We discuss the importance of proactive financial planning, the benefits of having a fractional CFO, and my podcast. I emphasize the need for ongoing financial oversight and I offer practical advice for entrepreneurs at any...2025-01-2918 minKeep What You EarnShannon's Appearance on "She Believed She Could" Podcast with Allison WalshToday, I am re-sharing an episode from when I was the guest on the 'She Believed She Could' podcast. I had the pleasure of being interviewed by the host, Allison Walsh. I share my journey into accounting, which began on a dare from my father. Little did I know that demystifying financial management for small business owners would become my passion. We discuss the importance of proactive financial planning, the benefits of having a fractional CFO, and my podcast. I emphasize the need for ongoing financial oversight and I offer practical advice for entrepreneurs at any...2025-01-2918 minKeep What You EarnShannon's Appearance on "The Abundant Accountant Podcast" with Michelle WeinsteinDive into this conversation I had on “The Abundant Accountant" podcast with Michelle Weinstein. As a fractional CFO and business owner, I have been thriving by using podcast appearances as a lead generation. I share my journey running my own fractional CFO practice, and how leveraging podcasts has helped me achieve a fivefold increase in annual recurring revenue. We dive into the nuts and bolts of how to select the right podcasts, craft compelling pitches, and create captivating content that resonates with your target audience. Tune in to learn actionable steps to multiply your client base...2025-01-2442 minKeep What You EarnShannon's Appearance on "The Abundant Accountant Podcast" with Michelle WeinsteinDive into this conversation I had on “The Abundant Accountant" podcast with Michelle Weinstein. As a fractional CFO and business owner, I have been thriving by using podcast appearances as a lead generation. I share my journey running my own fractional CFO practice, and how leveraging podcasts has helped me achieve a fivefold increase in annual recurring revenue. We dive into the nuts and bolts of how to select the right podcasts, craft compelling pitches, and create captivating content that resonates with your target audience. Tune in to learn actionable steps to multiply your client base...2025-01-2442 minKeep What You Earn2024 Top Guest Replay - How Kat Norton (Miss Excel) Started a 7-Figure Business Before Creating Funnels In today's episode, we're excited to bring you a top guest replay from 2024 that shines a spotlight on the incredible journey of Kat Norton, also known as Miss Excel. Joined by your host, Shannon Weinstein, Kat takes us through her inspiring transition from corporate life to building a seven-figure business without even starting with funnels. Together, they explore how Kat's unique blend of creativity, authenticity, and intuition led her to identify untapped opportunities in the world of Excel training on TikTok. We delve into her remarkable viral success, her innovative content creation techniques, and how sh...2025-01-0329 minKeep What You Earn2024 Top Guest Replay - How Kat Norton (Miss Excel) Started a 7-Figure Business Before Creating Funnels In today's episode, we're excited to bring you a top guest replay from 2024 that shines a spotlight on the incredible journey of Kat Norton, also known as Miss Excel. Joined by your host, Shannon Weinstein, Kat takes us through her inspiring transition from corporate life to building a seven-figure business without even starting with funnels. Together, they explore how Kat's unique blend of creativity, authenticity, and intuition led her to identify untapped opportunities in the world of Excel training on TikTok. We delve into her remarkable viral success, her innovative content creation techniques, and how sh...2025-01-0329 minKeep What You EarnShannon's Appearance on "The Unapologetic Entrepreneur" with Amanda McKinney Today, Shannon shares her appearance on The Unapologetic Entrepreneur with Amanda McKinney. This episode dives into effective and efficient content creation strategies that help capture and expand creative ideas without the overwhelm. Listeners will hear Shannon discuss her unique approaches, such as "lazy content efficiency," capturing spontaneous thoughts for social media, and differentiating between content creation and production. The episode also covers the significance of authenticity, maintaining a balanced yet structured schedule, wisely outsourcing tasks, and leveraging slower periods for advanced planning. For entrepreneurs looking to enhance their content strategy while jugg...2024-12-2752 minKeep What You EarnShannon's Appearance on "The Unapologetic Entrepreneur" with Amanda McKinney Today, Shannon shares her appearance on The Unapologetic Entrepreneur with Amanda McKinney. This episode dives into effective and efficient content creation strategies that help capture and expand creative ideas without the overwhelm. Listeners will hear Shannon discuss her unique approaches, such as "lazy content efficiency," capturing spontaneous thoughts for social media, and differentiating between content creation and production. The episode also covers the significance of authenticity, maintaining a balanced yet structured schedule, wisely outsourcing tasks, and leveraging slower periods for advanced planning. For entrepreneurs looking to enhance their content strategy while jugg...2024-12-2752 minKeep What You EarnShannon's Appearance on "Profit First for Real Estate Investors" with David Richter Today’s episode delves into Shannon's recent appearance on David Richter's "Profit First for Real Estate Investors" podcast. Listeners will explore key takeaways from the conversation, including the importance of understanding business financials, the concept of paying oneself first, and breaking down complex financial topics into simple, actionable advice. David, the host of "Profit First for REI," discusses with Shannon why many entrepreneurs struggle with appropriate self-compensation and how Shannon's journey—shifting from a would-be Spanish teacher to running her own successful accounting firm—informs her mission to educate growth-minded business owners. The epi...2024-12-2336 minKeep What You EarnShannon's Appearance on "Profit First for Real Estate Investors" with David Richter Today’s episode delves into Shannon's recent appearance on David Richter's "Profit First for Real Estate Investors" podcast. Listeners will explore key takeaways from the conversation, including the importance of understanding business financials, the concept of paying oneself first, and breaking down complex financial topics into simple, actionable advice. David, the host of "Profit First for REI," discusses with Shannon why many entrepreneurs struggle with appropriate self-compensation and how Shannon's journey—shifting from a would-be Spanish teacher to running her own successful accounting firm—informs her mission to educate growth-minded business owners. The epi...2024-12-2336 minKeep What You EarnShannon on "CEO Glow Show" with Sheila Bella Welcome to a special replay episode of Keep What You Earn! Today, we’re thrilled to share an engaging conversation from the CEO Glow Show, where our very own Shannon Weinstein joins host Sheila Bella for an eye-opening discussion. Titled "Shannon on CEO Glow Show with Sheila Bella Final," this episode features Shannon’s personal journey and her expert insights on financial empowerment for entrepreneurs. Sheila dives into Shannon’s strategies for overcoming financial intimidation, unpacking the true nature of money, and transforming traditional views of the accounting profession. Shannon shares valuable advice on navigating the IRS, managing business setbac...2024-12-1142 minKeep What You EarnShannon on "CEO Glow Show" with Sheila Bella Welcome to a special replay episode of Keep What You Earn! Today, we’re thrilled to share an engaging conversation from the CEO Glow Show, where our very own Shannon Weinstein joins host Sheila Bella for an eye-opening discussion. Titled "Shannon on CEO Glow Show with Sheila Bella Final," this episode features Shannon’s personal journey and her expert insights on financial empowerment for entrepreneurs. Sheila dives into Shannon’s strategies for overcoming financial intimidation, unpacking the true nature of money, and transforming traditional views of the accounting profession. Shannon shares valuable advice on navigating the IRS, managing business setbac...2024-12-1142 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsThe Power of Podcasting to Generate Leads with Shannon WeinsteinMichelle Weinstein dives into the power of podcasting for lead generation. Joined by guest Shannon Weinstein, a fractional CFO and podcast host, they explore how podcasting has transformed Shannon's business and boosted her recurring revenue by five times. Shannon shares her insights on why podcasting is a game-changer for professionals looking to grow their client base and highlights practical steps for getting started. If you want to learn how to use podcasting to attract premium clients, this episode is packed with actionable advice!2024-12-0147 minKeep What You EarnShannon's Appearance on "She Believed She Could" Podcast with Allison Walsh Today, we're thrilled to share an insightful episode featuring Shannon’s appearance on the “She Believed She Could” podcast with host Allison Walsh. Shannon dives deep into her journey, from her initial inspiration to become an accountant to the valuable services she offers through her company. She shares practical tips on avoiding financial pitfalls, the importance of proactive tax planning, and how entrepreneurs can retain more of their hard-earned money. Allison and Shannon discuss the value of ongoing collaboration with financial advisors and why taking early steps, even simple ones like opening a business bank account, can make a signif...2024-11-2920 minKeep What You EarnShannon's Appearance on "She Believed She Could" Podcast with Allison Walsh Today, we're thrilled to share an insightful episode featuring Shannon’s appearance on the “She Believed She Could” podcast with host Allison Walsh. Shannon dives deep into her journey, from her initial inspiration to become an accountant to the valuable services she offers through her company. She shares practical tips on avoiding financial pitfalls, the importance of proactive tax planning, and how entrepreneurs can retain more of their hard-earned money. Allison and Shannon discuss the value of ongoing collaboration with financial advisors and why taking early steps, even simple ones like opening a business bank account, can make a signif...2024-11-2920 minKeep What You EarnShannon's Appearance on "Earn & Invest" with Jordan Grumet In today's episode, host Shannon Weinstein shares a special replay of her recent appearance on the "Earn & Invest" podcast hosted by Jordan Grumet, also known as Doc G. During their conversation, Shannon discusses her entrepreneurial journey, offering advice for new business owners on building confidence and adjusting pricing gradually. She also addresses the emotional challenges of entrepreneurship, such as loneliness and the need for self-discipline. Listeners will hear about Shannon's transition from a corporate accounting career to launching her own business. She talks about the pivotal life events that inspired her and...2024-11-2544 minKeep What You EarnShannon's Appearance on "Earn & Invest" with Jordan Grumet In today's episode, host Shannon Weinstein shares a special replay of her recent appearance on the "Earn & Invest" podcast hosted by Jordan Grumet, also known as Doc G. During their conversation, Shannon discusses her entrepreneurial journey, offering advice for new business owners on building confidence and adjusting pricing gradually. She also addresses the emotional challenges of entrepreneurship, such as loneliness and the need for self-discipline. Listeners will hear about Shannon's transition from a corporate accounting career to launching her own business. She talks about the pivotal life events that inspired her and...2024-11-2544 minKeep What You EarnBuilding Value in Your Business While Growing with Jill SimondsIn this episode, host Shannon Weinstein chats with Jill Simonds from Savvy Strategic Partners about building value while growing a business. They cover the importance of human and social capital, efficient processes, and maintaining company values to ensure customer loyalty and retention. Jill offers strategies on mitigating risks, strategic partnerships, and the significance of a strong business culture. By the end, listeners will gain insights into institutionalizing intellectual property, fostering a positive internal culture, and achieving sustainable growth. Jill is founder/CEO of Savvy Strategic Partners, a full-service fractional C-Suite executing vis...2024-11-1333 minKeep What You EarnBuilding Value in Your Business While Growing with Jill SimondsIn this episode, host Shannon Weinstein chats with Jill Simonds from Savvy Strategic Partners about building value while growing a business. They cover the importance of human and social capital, efficient processes, and maintaining company values to ensure customer loyalty and retention. Jill offers strategies on mitigating risks, strategic partnerships, and the significance of a strong business culture. By the end, listeners will gain insights into institutionalizing intellectual property, fostering a positive internal culture, and achieving sustainable growth. Jill is founder/CEO of Savvy Strategic Partners, a full-service fractional C-Suite executing vis...2024-11-1333 minKeep What You EarnThe Tax and Financial Impact of Moving Abroad with Savannah ChaffinToday, Shannon Weinstein chats with Savannah Chaffin, an enrolled agent and expat tax expert in Vienna, Austria. Savannah shares her experiences navigating the complex world of international taxation, from lifestyle changes and cost of living to the intricate tax obligations US citizens face abroad. Key topics include the importance of thorough research, consulting financial planners, understanding foreign tax systems, and reporting foreign income. This episode is packed with practical advice for anyone considering or already living an expat life. Tune in for valuable insights and real-life stories to help you manage your international move. 2024-10-3039 minKeep What You EarnThe Tax and Financial Impact of Moving Abroad with Savannah ChaffinToday, Shannon Weinstein chats with Savannah Chaffin, an enrolled agent and expat tax expert in Vienna, Austria. Savannah shares her experiences navigating the complex world of international taxation, from lifestyle changes and cost of living to the intricate tax obligations US citizens face abroad. Key topics include the importance of thorough research, consulting financial planners, understanding foreign tax systems, and reporting foreign income. This episode is packed with practical advice for anyone considering or already living an expat life. Tune in for valuable insights and real-life stories to help you manage your international move. 2024-10-3039 minKeep What You EarnUnlocking Growth: CFO Strategies for Entrepreneurs - Shannon on "Earn Your Happy" with Lori HarderToday, we are sharing a portion of Shannon’s interview on Lori Harder’s podcast “Earn Your Happy.” In this episode, Shannon and Lori tackle some of the most common myths about financial management for business owners, including the misconception that you only need a tax professional once a year. Shannon sheds light on the significant value a fractional CFO can bring to your business, regardless of its stage. From the importance of good bookkeeping to the strategic oversight that can help you reach your business goals, Shannon's insights are invaluable. Together, Lori and Shannon explore w...2024-10-0716 minKeep What You EarnUnlocking Growth: CFO Strategies for Entrepreneurs - Shannon on "Earn Your Happy" with Lori HarderToday, we are sharing a portion of Shannon’s interview on Lori Harder’s podcast “Earn Your Happy.” In this episode, Shannon and Lori tackle some of the most common myths about financial management for business owners, including the misconception that you only need a tax professional once a year. Shannon sheds light on the significant value a fractional CFO can bring to your business, regardless of its stage. From the importance of good bookkeeping to the strategic oversight that can help you reach your business goals, Shannon's insights are invaluable. Together, Lori and Shannon explore w...2024-10-0716 minKeep What You EarnExploring Alternative Investment Strategies with Fred MoskowitzIn today's episode, we're exploring alternative investment strategies with special guest Fred Moskowitz, an expert in mortgage note investing. Fred and our host Shannon Weinstein discuss moving beyond traditional investments like 401Ks and index funds. Fred breaks down mortgage note investing, emphasizing its potential for generating cash flow and offering more financial control. Whether you're a seasoned investor or just starting, this episode is packed with insights on diversifying your portfolio. Fred also shares the importance of education in investing, comparing active versus passive strategies, and offers practical advice for getting st...2024-09-2421 minKeep What You EarnExploring Alternative Investment Strategies with Fred MoskowitzIn today's episode, we're exploring alternative investment strategies with special guest Fred Moskowitz, an expert in mortgage note investing. Fred and our host Shannon Weinstein discuss moving beyond traditional investments like 401Ks and index funds. Fred breaks down mortgage note investing, emphasizing its potential for generating cash flow and offering more financial control. Whether you're a seasoned investor or just starting, this episode is packed with insights on diversifying your portfolio. Fred also shares the importance of education in investing, comparing active versus passive strategies, and offers practical advice for getting st...2024-09-2421 minKeep What You EarnHow Healthy Is Your Business? (Appearance on Next Level Life Podcast)In today’s episode, Shannon shares her recent guest appearance on Christine Corcoran’s podcast, "Next Level Life." During the episode, Shannon and Christine dive into crucial topics such as transforming money from a source of fear into a powerful tool for growth, and the importance of utilizing business data for informed decision-making. Shannon elaborates on essential aspects of cash flow management and stresses the necessity of keeping personal and business finances separate. She also addresses the common fear of commitment, particularly in terms of hiring and scaling a team. The discus...2024-09-1253 minKeep What You EarnHow Healthy Is Your Business? (Appearance on Next Level Life Podcast)In today’s episode, Shannon shares her recent guest appearance on Christine Corcoran’s podcast, "Next Level Life." During the episode, Shannon and Christine dive into crucial topics such as transforming money from a source of fear into a powerful tool for growth, and the importance of utilizing business data for informed decision-making. Shannon elaborates on essential aspects of cash flow management and stresses the necessity of keeping personal and business finances separate. She also addresses the common fear of commitment, particularly in terms of hiring and scaling a team. The discus...2024-09-1253 minKeep What You EarnMy Key Insight from "10x is Easier Than 2x"In today's episode, Shannon dives into the insights she garnered from the book "10x is Easier Than 2x" by Dan Sullivan and Dr. Ben Hardy. Shannon experienced a game-changing revelation about optimizing her calendar, which she simply had to share. She discovered the transformative power of categorizing her days into focus days, buffer days, and free days. By minimizing context switching and being intentional with her scheduling, Shannon was able to enhance her productivity and reduce stress. Tune in to hear Shannon's key takeaways and practical tips on how you can apply these strategies to your own entrepreneurial journey.2024-08-0810 minKeep What You EarnMy Key Insight from "10x is Easier Than 2x"In today's episode, Shannon dives into the insights she garnered from the book "10x is Easier Than 2x" by Dan Sullivan and Dr. Ben Hardy. Shannon experienced a game-changing revelation about optimizing her calendar, which she simply had to share. She discovered the transformative power of categorizing her days into focus days, buffer days, and free days. By minimizing context switching and being intentional with her scheduling, Shannon was able to enhance her productivity and reduce stress. Tune in to hear Shannon's key takeaways and practical tips on how you can apply these strategies to your own entrepreneurial journey.2024-08-0810 minKeep What You EarnAttract More Clients While Doing Less with Racheal CookToday, Shannon Weinstein sits down with Racheal Cook, an award-winning business strategist and the founder of the CEO Collective, to discuss a revolutionary approach to business growth that minimizes burnout and maximizes client attraction. Racheal shares her insights on sustainable success without sacrificing personal well-being, delving into how entrepreneurs can redefine their definition of success and structure their businesses accordingly. Listen in as they tackle the pitfalls of current marketing strategies, the importance of a solid vision, and the power of effective attract marketing. Whether you're a seasoned entrepreneur or just starting out, this episode is packed with actionable...2024-07-2324 minKeep What You EarnAttract More Clients While Doing Less with Racheal CookToday, Shannon Weinstein sits down with Racheal Cook, an award-winning business strategist and the founder of the CEO Collective, to discuss a revolutionary approach to business growth that minimizes burnout and maximizes client attraction. Racheal shares her insights on sustainable success without sacrificing personal well-being, delving into how entrepreneurs can redefine their definition of success and structure their businesses accordingly. Listen in as they tackle the pitfalls of current marketing strategies, the importance of a solid vision, and the power of effective attract marketing. Whether you're a seasoned entrepreneur or just starting out, this episode is packed with actionable...2024-07-2324 minKeep What You EarnMastering Your Messaging with Meghan ClorIn today's show, we're diving deep into the art of mastering your messaging with Meghan Clor, co-founder of the digital marketing agency Automate Me. Join your host Shannon Weinstein as we explore how to effectively reach your ideal customer, optimize interactions, and scale your business like never before. Meghan shares her expertise on everything from social media strategies to DM automation, providing actionable tips to refine your content and convert high-ticket clients. If you're ready to enhance your marketing game and drive meaningful results, this episode is a must-listen. Tune in and transform your approach to business communication now!2024-07-1719 minKeep What You EarnMastering Your Messaging with Meghan ClorIn today's show, we're diving deep into the art of mastering your messaging with Meghan Clor, co-founder of the digital marketing agency Automate Me. Join your host Shannon Weinstein as we explore how to effectively reach your ideal customer, optimize interactions, and scale your business like never before. Meghan shares her expertise on everything from social media strategies to DM automation, providing actionable tips to refine your content and convert high-ticket clients. If you're ready to enhance your marketing game and drive meaningful results, this episode is a must-listen. Tune in and transform your approach to business communication now!2024-07-1719 minKeep What You EarnAvoiding Social Media Burnout with Meghan ClorIn today's episode, Shannon Weinstein and Meghan Clor dive into avoiding social media burnout while maximizing your online engagement. Meghan shares key strategies like pinning top content on Instagram, consistent posting, and intentional interactions. They discuss balancing engaging content with your business message and avoiding over-reliance on automation. Feeling the social media pressure? Tune in for essential tips to transform your social media efforts into growth opportunities. Plus, don't miss out on Shannon's personalized power sessions. Meghan Clor is a business mentor, speaker, and serial entrepreneur who started her first business at...2024-07-1634 minKeep What You EarnAvoiding Social Media Burnout with Meghan ClorIn today's episode, Shannon Weinstein and Meghan Clor dive into avoiding social media burnout while maximizing your online engagement. Meghan shares key strategies like pinning top content on Instagram, consistent posting, and intentional interactions. They discuss balancing engaging content with your business message and avoiding over-reliance on automation. Feeling the social media pressure? Tune in for essential tips to transform your social media efforts into growth opportunities. Plus, don't miss out on Shannon's personalized power sessions. Meghan Clor is a business mentor, speaker, and serial entrepreneur who started her first business at...2024-07-1634 minKeep What You EarnDriving Value for Your Business & Defining Processes with Alane BoydIn today's episode, hosts Shannon Weinstein and Alane Boyd dive deep into the importance of driving value for your business through process improvement and automation. Alane, a co-founder of Workday Ninja and expert in AI and operations strategy, shares her journey from scaling her social media agency to an eight-figure exit and now helping other entrepreneurs streamline their businesses. They discuss the vital first steps in documenting processes, overcoming hero syndrome, and using technology like AI and project management systems to build a more efficient, sellable, and enjoyable business. If you've ever felt overwhelmed by the idea of process...2024-07-0225 minKeep What You EarnDriving Value for Your Business & Defining Processes with Alane BoydIn today's episode, hosts Shannon Weinstein and Alane Boyd dive deep into the importance of driving value for your business through process improvement and automation. Alane, a co-founder of Workday Ninja and expert in AI and operations strategy, shares her journey from scaling her social media agency to an eight-figure exit and now helping other entrepreneurs streamline their businesses. They discuss the vital first steps in documenting processes, overcoming hero syndrome, and using technology like AI and project management systems to build a more efficient, sellable, and enjoyable business. If you've ever felt overwhelmed by the idea of process...2024-07-0225 minKeep What You EarnHow Do You Build a Business with an Exit Strategy in Mind?Today, we're diving into a transformative topic: Building a Business with an Exit Strategy in Mind. Even if selling your business seems like a distant thought, planning for its eventual sale can shape a more robust and self-sustaining enterprise. Join me, Shannon Weinstein, as I discuss the importance of creating sellable processes, establishing recurring revenue streams, and streamlining roles to ensure your business thrives even without you. Whether you're planning your exit strategy or just curious about the future, this episode will provide actionable insights to secure your business's legacy. What you'll hear in this e...2024-06-0610 minKeep What You EarnHow Do You Build a Business with an Exit Strategy in Mind?Today, we're diving into a transformative topic: Building a Business with an Exit Strategy in Mind. Even if selling your business seems like a distant thought, planning for its eventual sale can shape a more robust and self-sustaining enterprise. Join me, Shannon Weinstein, as I discuss the importance of creating sellable processes, establishing recurring revenue streams, and streamlining roles to ensure your business thrives even without you. Whether you're planning your exit strategy or just curious about the future, this episode will provide actionable insights to secure your business's legacy. What you'll hear in this e...2024-06-0610 minKeep What You EarnTakeaways from Steps for Success with Junior AchievementIn today’s episode, Shannon dives deep into a heartwarming collaboration with Junior Achievement. Shannon shares her inspiring journey of sponsoring the "Steps for Success" program, which provides crucial financial education to local students. Join us as Shannon recounts the enthusiastic participation of these young minds eager to learn about saving, investing, credit, debt, and even the nuances of financial trust. Hear firsthand how these lessons are transforming students' understanding of money and their own financial futures. Plus, Shannon emphasizes the power and responsibility of entrepreneurs to make tangible impacts in their communities and beyond. Get...2024-05-2712 minKeep What You EarnTakeaways from Steps for Success with Junior AchievementIn today’s episode, Shannon dives deep into a heartwarming collaboration with Junior Achievement. Shannon shares her inspiring journey of sponsoring the "Steps for Success" program, which provides crucial financial education to local students. Join us as Shannon recounts the enthusiastic participation of these young minds eager to learn about saving, investing, credit, debt, and even the nuances of financial trust. Hear firsthand how these lessons are transforming students' understanding of money and their own financial futures. Plus, Shannon emphasizes the power and responsibility of entrepreneurs to make tangible impacts in their communities and beyond. Get...2024-05-2712 min
Conserva Lo Que GanasMis 3 errores más carosConserva lo que ganas es un podcast para emprendedores de todos los niveles que desean comenzar a utilizar su información financiera como una fuente de inspiración en lugar de intimidación. Tu anfitriona, Shannon Weinstein, es una directora financiera, contadora pública certificada y mentora empresarial con un talento para simplificar los conceptos mundanos y complejos del dinero en ejemplos y analogías cotidianas que realmente puedes entender. Únete a Shannon y a sus invitados mientras descubrimos nuevas estrategias de crecimiento, consejos fiscales y cambios de mentalidad para que puedas escalar tu negocio con confianza.2024-05-2714 minConserva Lo Que GanasRompiendo el ciclo del miedo financieroConserva lo que ganas es un podcast para emprendedores de todos los niveles que desean comenzar a utilizar su información financiera como una fuente de inspiración en lugar de intimidación. Tu anfitriona, Shannon Weinstein, es una directora financiera, contadora pública certificada y mentora empresarial con un talento para simplificar los conceptos mundanos y complejos del dinero en ejemplos y analogías cotidianas que realmente puedes entender. Únete a Shannon y a sus invitados mientras descubrimos nuevas estrategias de crecimiento, consejos fiscales y cambios de mentalidad para que puedas escalar tu negocio con confianza.2024-05-2014 minConserva Lo Que GanasMantenerse motivado en tiempos de estrésConserva lo que ganas es un podcast para emprendedores de todos los niveles que desean comenzar a utilizar su información financiera como una fuente de inspiración en lugar de intimidación. Tu anfitriona, Shannon Weinstein, es una directora financiera, contadora pública certificada y mentora empresarial con un talento para simplificar los conceptos mundanos y complejos del dinero en ejemplos y analogías cotidianas que realmente puedes entender. Únete a Shannon y a sus invitados mientras descubrimos nuevas estrategias de crecimiento, consejos fiscales y cambios de mentalidad para que puedas escalar tu negocio con confianza.2024-05-1313 minConserva Lo Que GanasCómo Tener un Podcast ExitosoConserva lo que ganas es un podcast para emprendedores de todos los niveles que desean comenzar a utilizar su información financiera como una fuente de inspiración en lugar de intimidación. Tu anfitriona, Shannon Weinstein, es una directora financiera, contadora pública certificada y mentora empresarial con un talento para simplificar los conceptos mundanos y complejos del dinero en ejemplos y analogías cotidianas que realmente puedes entender. Únete a Shannon y a sus invitados mientras descubrimos nuevas estrategias de crecimiento, consejos fiscales y cambios de mentalidad para que puedas escalar tu negocio con confianza.2024-05-0616 minConserva Lo Que GanasCómo hacer networking si odias los eventos de networkingConserva lo que ganas es un podcast para emprendedores de todos los niveles que desean comenzar a utilizar su información financiera como una fuente de inspiración en lugar de intimidación. Tu anfitriona, Shannon Weinstein, es una directora financiera, contadora pública certificada y mentora empresarial con un talento para simplificar los conceptos mundanos y complejos del dinero en ejemplos y analogías cotidianas que realmente puedes entender. Únete a Shannon y a sus invitados mientras descubrimos nuevas estrategias de crecimiento, consejos fiscales y cambios de mentalidad para que puedas escalar tu negocio con confianza.2024-04-2205 minKeep What You EarnBreaking Down CFO On DemandIn this episode, Shannon breaks down the common challenges that entrepreneurs face when seeking financial help as their businesses grow. She addresses the issues of financial support being seen as a luxury, the high cost of hiring financial professionals, and the lack of engagement in community forums due to the shame around asking money-related questions. Shannon introduces "CFO on Demand," a membership program designed to provide accessible and personalized financial support to business owners. The program offers direct messaging with Shannon for financial guidance, monthly group training, and optional one-on-one sessions for more in-depth assistance. Shannon emphasizes the affordability...2024-04-1813 minKeep What You EarnBreaking Down CFO On DemandIn this episode, Shannon breaks down the common challenges that entrepreneurs face when seeking financial help as their businesses grow. She addresses the issues of financial support being seen as a luxury, the high cost of hiring financial professionals, and the lack of engagement in community forums due to the shame around asking money-related questions. Shannon introduces "CFO on Demand," a membership program designed to provide accessible and personalized financial support to business owners. The program offers direct messaging with Shannon for financial guidance, monthly group training, and optional one-on-one sessions for more in-depth assistance. Shannon emphasizes the affordability...2024-04-1813 minConserva Lo Que Ganas¿Quieres dejar tu trabajo corporativo? Es más fácil de lo que piensas. Conserva lo que ganas es un podcast para emprendedores de todos los niveles que desean comenzar a utilizar su información financiera como una fuente de inspiración en lugar de intimidación. Tu anfitriona, Shannon Weinstein, es una directora financiera, contadora pública certificada y mentora empresarial con un talento para simplificar los conceptos mundanos y complejos del dinero en ejemplos y analogías cotidianas que realmente puedes entender. Únete a Shannon y a sus invitados mientras descubrimos nuevas estrategias de crecimiento, consejos fiscales y cambios de mentalidad para que puedas escalar tu negocio con confianza. 2024-04-1512 minConserva Lo Que GanasMejores Maneras de Negociar Acuerdos ComercialesConserva lo que ganas es un podcast para emprendedores de todos los niveles que desean comenzar a utilizar su información financiera como una fuente de inspiración en lugar de intimidación. Tu anfitriona, Shannon Weinstein, es una directora financiera, contadora pública certificada y mentora empresarial con un talento para simplificar los conceptos mundanos y complejos del dinero en ejemplos y analogías cotidianas que realmente puedes entender. Únete a Shannon y a sus invitados mientras descubrimos nuevas estrategias de crecimiento, consejos fiscales y cambios de mentalidad para que puedas escalar tu negocio con confianza.2024-04-0817 minKeep What You EarnCFO Q&A - Tax EstimatesIn this episode, Shannon dives into the complex world of tax estimates and how they apply to entrepreneurs. Addressing a question from CFO On Demand, Shannon breaks down the intricacies of paying estimated taxes throughout the year as an S corporation, emphasizing the need to understand the practicalities beyond traditional accounting advice. She offers valuable insights on how to handle fluctuating income and expenses, urging listeners to set aside a portion of their quarterly profit for tax purposes. Shannon also highlights the importance of proactive financial planning and recommends engaging in exercises such as a pro forma to anticipate...2024-03-2914 minConserva Lo Que Ganas¿Cuál es la mejor manera de invertir dinero en mi negocio?Conserva lo que ganas es un podcast para emprendedores de todos los niveles que desean comenzar a utilizar su información financiera como una fuente de inspiración en lugar de intimidación. Tu anfitriona, Shannon Weinstein, es una directora financiera, contadora pública certificada y mentora empresarial con un talento para simplificar los conceptos mundanos y complejos del dinero en ejemplos y analogías cotidianas que realmente puedes entender. Únete a Shannon y a sus invitados mientras descubrimos nuevas estrategias de crecimiento, consejos fiscales y cambios de mentalidad para que puedas escalar tu negocio con confianza. [Descar...2024-03-2507 minKeep What You EarnStop Trying to Scale EverythingIn this episode of Keep What You Earn, Shannon explores the misconception of scaling in business. Providing insights into differentiating between growth and operational efficiency, Shannon emphasizes the importance of understanding when not to scale. Drawing from personal experiences, she encourages entrepreneurs to prioritize genuine connections over automated processes, highlighting the value of personal touch in client relationships. By challenging listeners to simplify their approach and stay true to their brand, Shannon offers a refreshing perspective on scaling that resonates with the heart of entrepreneurship. Tune in as she shares practical advice to guide you in making impactful decisions...2024-03-2214 minKeep What You EarnStop Trying to Scale EverythingIn this episode of Keep What You Earn, Shannon explores the misconception of scaling in business. Providing insights into differentiating between growth and operational efficiency, Shannon emphasizes the importance of understanding when not to scale. Drawing from personal experiences, she encourages entrepreneurs to prioritize genuine connections over automated processes, highlighting the value of personal touch in client relationships. By challenging listeners to simplify their approach and stay true to their brand, Shannon offers a refreshing perspective on scaling that resonates with the heart of entrepreneurship. Tune in as she shares practical advice to guide you in making impactful decisions...2024-03-2214 minKeep What You EarnCompensation Plans - Commission or Flat Rate?In this episode, Shannon delves into the complexities of compensation planning, particularly exploring the dilemma of choosing between commission-based or flat-rate compensation plans. Unraveling the intricacies of cash flow forecasts, she provides practical insights and strategic considerations for structuring compensation packages that align with business goals and attract top talent. Drawing from her own experiences and industry knowledge, Shannon presents a compelling case for customizing compensation plans to suit individual roles and organizational needs. Tune in to gain valuable tips for making informed decisions and optimizing your business's financial health. What you'll hear in this e...2024-03-2120 minKeep What You EarnCompensation Plans - Commission or Flat Rate?In this episode, Shannon delves into the complexities of compensation planning, particularly exploring the dilemma of choosing between commission-based or flat-rate compensation plans. Unraveling the intricacies of cash flow forecasts, she provides practical insights and strategic considerations for structuring compensation packages that align with business goals and attract top talent. Drawing from her own experiences and industry knowledge, Shannon presents a compelling case for customizing compensation plans to suit individual roles and organizational needs. Tune in to gain valuable tips for making informed decisions and optimizing your business's financial health. What you'll hear in this e...2024-03-2120 minConserva Lo Que Ganas3 Cosas que Hice Bien y Mal Mientras Construía Mi NegocioConserva lo que ganas es un podcast para emprendedores de todos los niveles que desean comenzar a utilizar su información financiera como una fuente de inspiración en lugar de intimidación. Tu anfitriona, Shannon Weinstein, es una directora financiera, contadora pública certificada y mentora empresarial con un talento para simplificar los conceptos mundanos y complejos del dinero en ejemplos y analogías cotidianas que realmente puedes entender. Únete a Shannon y a sus invitados mientras descubrimos nuevas estrategias de crecimiento, consejos fiscales y cambios de mentalidad para que puedas escalar tu negocio con confianza. [Descar...2024-03-1829 minConserva Lo Que Ganas¿Qué es CFO On Demand?Conserva lo que ganas es un podcast para emprendedores de todos los niveles que desean comenzar a utilizar su información financiera como una fuente de inspiración en lugar de intimidación. Tu anfitriona, Shannon Weinstein, es una directora financiera, contadora pública certificada y mentora empresarial con un talento para simplificar los conceptos mundanos y complejos del dinero en ejemplos y analogías cotidianas que realmente puedes entender. Únete a Shannon y a sus invitados mientras descubrimos nuevas estrategias de crecimiento, consejos fiscales y cambios de mentalidad para que puedas escalar tu negocio con confianza. [Descar...2024-03-1114 minKeep What You EarnMastering Recruitment: Marketing Strategies with ShannonIn this episode of Keep What You Earn, Shannon shares her insights on mastering recruitment and marketing strategies. She discusses the value of being intentional in job descriptions and how it can enhance the hiring process. Shannon sheds light on the success she has had in attracting quality candidates and emphasizes the importance of understanding and demonstrating company values in job descriptions to attract the right talent. She encourages listeners to explore how they can live their values implicitly to attract ideal candidates. Join us as we delve into the world of recruitment and gain valuable tips from Shannon's...2024-03-0716 minKeep What You EarnMastering Recruitment: Marketing Strategies with ShannonIn this episode of Keep What You Earn, Shannon shares her insights on mastering recruitment and marketing strategies. She discusses the value of being intentional in job descriptions and how it can enhance the hiring process. Shannon sheds light on the success she has had in attracting quality candidates and emphasizes the importance of understanding and demonstrating company values in job descriptions to attract the right talent. She encourages listeners to explore how they can live their values implicitly to attract ideal candidates. Join us as we delve into the world of recruitment and gain valuable tips from Shannon's...2024-03-0716 minKeep What You EarnThe Power of Diverse Mastermind Groups for Comprehensive GrowthIn this episode of "Keep What You Earn," Shannon delves into the concept of mastermind groups and their potential impact on business growth. She breaks down three types of masterminds entrepreneurs should consider and provides valuable insights on how to approach each one for maximum return on investment. Shannon emphasizes the importance of building meaningful connections within these groups and highlights the benefits of engaging with peers, mentors, and potential clients. With her expertise as a CPA and business owner, Shannon offers practical advice for entrepreneurs at different stages of their business journey. Tune in to gain valuable perspective...2024-03-0416 minKeep What You EarnThe Power of Diverse Mastermind Groups for Comprehensive GrowthIn this episode of "Keep What You Earn," Shannon delves into the concept of mastermind groups and their potential impact on business growth. She breaks down three types of masterminds entrepreneurs should consider and provides valuable insights on how to approach each one for maximum return on investment. Shannon emphasizes the importance of building meaningful connections within these groups and highlights the benefits of engaging with peers, mentors, and potential clients. With her expertise as a CPA and business owner, Shannon offers practical advice for entrepreneurs at different stages of their business journey. Tune in to gain valuable perspective...2024-03-0416 minKeep What You EarnHow to Implement Chat Funnels for Instagram with Natasha WillisIn this episode of Keep What You Earn, host Shannon Weinstein continues her fascinating conversation with Natasha Willis, co-founder of School of Bots. Natasha has already provided valuable insights into leveraging chat funnels to grow social media following, qualify leads, and build an email list. In part two, they delve deeper into the implementation of chat funnels, discussing specific use cases and the typical results one can expect from such a strategy. Natasha shares practical tips on using various types of posts on Instagram to trigger automated direct messages, the value of automated responses to c...2024-02-2826 minKeep What You EarnHow to Implement Chat Funnels for Instagram with Natasha WillisIn this episode of Keep What You Earn, host Shannon Weinstein continues her fascinating conversation with Natasha Willis, co-founder of School of Bots. Natasha has already provided valuable insights into leveraging chat funnels to grow social media following, qualify leads, and build an email list. In part two, they delve deeper into the implementation of chat funnels, discussing specific use cases and the typical results one can expect from such a strategy. Natasha shares practical tips on using various types of posts on Instagram to trigger automated direct messages, the value of automated responses to c...2024-02-2826 minKeep What You EarnTax Implications of Digital Product SalesShannon delves into the complex world of tax implications for digital product sales. As online businesses have flourished, offering digital products has become increasingly popular. Shannon breaks down the sales tax considerations for digital products and the various factors that play into whether they are subject to tax in different states. Listeners will learn about the intricacies of state sales tax laws, thresholds for nexus, and the importance of tracking sales in various states. Throughout the episode, Shannon provides valuable insights and practical advice for ensuring compliance and navigating the often confusing terrain of digital product sales tax. Tune...2024-02-2214 minKeep What You EarnTax Implications of Digital Product SalesShannon delves into the complex world of tax implications for digital product sales. As online businesses have flourished, offering digital products has become increasingly popular. Shannon breaks down the sales tax considerations for digital products and the various factors that play into whether they are subject to tax in different states. Listeners will learn about the intricacies of state sales tax laws, thresholds for nexus, and the importance of tracking sales in various states. Throughout the episode, Shannon provides valuable insights and practical advice for ensuring compliance and navigating the often confusing terrain of digital product sales tax. Tune...2024-02-2214 minKeep What You EarnWhy Is It Hard to Find a Good Tax Pro?Today Shannon delves into the challenges of finding the right tax professional for your business. With a focus on the common pitfalls of working with tax pros and the difficulties in communication and expectations, Shannon provides valuable insights and actionable tips for entrepreneurs seeking the right support for their financial needs. Join Shannon as she breaks down the complexities of the accountant-client relationship and offers a guide to finding the perfect professional match through the MoneyPro matchmaker. Don't miss out on this episode if you're looking to build a successful partnership with your tax pro. W...2024-02-1918 minKeep What You EarnThe Steps to Selling a BusinessIn this episode of Keep What You Earn, Shannon dives into the essential steps of selling a business. Offering valuable insights from her own experience, she breaks down the four main phases of selling a business. Shannon provides an in-depth understanding of the offer, due diligence, valuation and tax implications, and transition planning. Listeners will gain practical tips and advice for navigating the intricate process of selling a business, derived from real-life examples. So, if you're considering selling your business, be sure to tune in as Shannon Weinstein sheds light on the crucial steps you need to know. 2024-02-0917 minKeep What You EarnThe Steps to Selling a BusinessIn this episode of Keep What You Earn, Shannon dives into the essential steps of selling a business. Offering valuable insights from her own experience, she breaks down the four main phases of selling a business. Shannon provides an in-depth understanding of the offer, due diligence, valuation and tax implications, and transition planning. Listeners will gain practical tips and advice for navigating the intricate process of selling a business, derived from real-life examples. So, if you're considering selling your business, be sure to tune in as Shannon Weinstein sheds light on the crucial steps you need to know. 2024-02-0917 minKeep What You EarnRoth vs. Traditional - Which is Better? with Sean MullaneyWelcome back to Keep What You Earn! In this episode, Shannon continues her conversation with financial planner Sean Mullaney, as they delve into the strategies of traditional versus Roth retirement accounts. Sean breaks down the key differences between the two, offering valuable insights and dispelling common misconceptions. He emphasizes the importance of considering individual circumstances and goals when selecting the right approach for retirement savings, and provides practical advice for business owners to optimize their retirement planning. Shannon and Sean also address the evolving landscape of investment advice, encouraging listeners to make informed decisions and embrace the benefits of...2024-02-0724 minKeep What You EarnUnderstanding Retirement Account Options with Sean MullaneyWelcome back to Keep What You Earn! In this episode, Shannon continues her conversation with financial planner Sean Mullaney, as they delve into the strategies of traditional versus Roth retirement accounts. Sean breaks down the key differences between the two, offering valuable insights and dispelling common misconceptions. He emphasizes the importance of considering individual circumstances and goals when selecting the right approach for retirement savings, and provides practical advice for business owners to optimize their retirement planning. Shannon and Sean also address the evolving landscape of investment advice, encouraging listeners to make informed decisions and embrace the benefits of...2024-02-0628 minKeep What You EarnStop Shrinking Yourself in the Name of SavingOn today’s episode, Shannon delves into the mindset of tax savings and wealth building for entrepreneurs. Shannon discusses the importance of prioritizing growth over tax strategies and how focusing solely on tax savings could limit business expansion. She shares personal insights on her decision to move abroad, emphasizing that lifestyle and personal fulfillment should drive choices, with tax benefits as a secondary consideration. Shannon encourages listeners to proactively plan their finances and prioritize strategies that truly move the needle. Join us as we explore the balance between tax savings and business growth in this thought-provoking episode. ...2024-02-0215 minKeep What You EarnHow to Empower Your Sales Team with Jason WeinsteinJoin Shannon and her husband, Jason, from the car on a trip visiting family as they chat about business and Jason shares some wisdom from his years of running his sales teams. Jason recently exited his business of 17 years and considers sales to be his biggest strength and key to success. What you'll hear in this episode: 05:11 Consistent pitch leads to consistent results. 09:29 Starting with questions, using forms to gather pain points. 12:05 Sales should be consultative, not high-pressure. Incentives drive successful commission structures. 16:36 Used Excel to determine r...2024-01-2223 minKeep What You EarnHow to Empower Your Sales Team with Jason WeinsteinJoin Shannon and her husband, Jason, from the car on a trip visiting family as they chat about business and Jason shares some wisdom from his years of running his sales teams. Jason recently exited his business of 17 years and considers sales to be his biggest strength and key to success. What you'll hear in this episode: 05:11 Consistent pitch leads to consistent results. 09:29 Starting with questions, using forms to gather pain points. 12:05 Sales should be consultative, not high-pressure. Incentives drive successful commission structures. 16:36 Used Excel to determine r...2024-01-2223 minKeep What You EarnHow to Build Trust with Your CustomersIn this episode of Keep What You Earn, Shannon dives into the crucial elements of building trust with your customers. She breaks down the commonly known "know, like, trust" concept and introduces her own equation for trust: relationship plus reliability. Shannon emphasizes the importance of not just being likable, but also consistently demonstrating commitment and reliability to earn the trust of your audience. Drawing from her own experiences and interactions with clients, she illustrates how investing time and effort in building trust can lead to long-term, sustainable relationships with your ideal customers. Join Shannon as she shares valuable insights...2024-01-1510 minKeep What You EarnFire Yourself to Find Success with Laura CasselmanWelcome back to "Keep What You Earn," the podcast designed to help entrepreneurs like you scale your business, maximize your profits, and create wealth without the waffle. I'm your host, Shannon Weinstein – CPA, business owner, and your guide through the labyrinth of entrepreneurship. Today, brace yourself for an inspirational voyage as we dive into episode 450, titled "Fire Yourself to Find Success," with the extraordinary Laura Casselman. Laura, the CEO of Jvzoo.com and co-founder of Vita Street LLC, joins us to unfold her journey from a professional dancer to a corporate powerhouse and successful business run...2023-12-1238 minKeep What You EarnFire Yourself to Find Success with Laura CasselmanWelcome back to "Keep What You Earn," the podcast designed to help entrepreneurs like you scale your business, maximize your profits, and create wealth without the waffle. I'm your host, Shannon Weinstein – CPA, business owner, and your guide through the labyrinth of entrepreneurship. Today, brace yourself for an inspirational voyage as we dive into episode 450, titled "Fire Yourself to Find Success," with the extraordinary Laura Casselman. Laura, the CEO of Jvzoo.com and co-founder of Vita Street LLC, joins us to unfold her journey from a professional dancer to a corporate powerhouse and successful business run...2023-12-1238 minKeep What You EarnShannon's Interview on Wealthy Way with Ryan PinedaIn today's episode, we have a special treat for you as we dive into Shannon’s recent interview with Ryan Pineda on the "Wealthy Way" podcast. Get ready to gain valuable insights into wealth creation, financial decision-making, and the mindset required to achieve your goals. Shannon shares her knowledge and experiences as a fractional CFO, providing strategic financial guidance to entrepreneurs. She emphasizes the importance of understanding your numbers, making informed decisions, and viewing financials as a tool for progress rather than a restriction. Join Shannon and Ryan as they discuss vari...2023-11-271h 41Keep What You EarnShannon's Interview on Wealthy Way with Ryan PinedaIn today's episode, we have a special treat for you as we dive into Shannon’s recent interview with Ryan Pineda on the "Wealthy Way" podcast. Get ready to gain valuable insights into wealth creation, financial decision-making, and the mindset required to achieve your goals. Shannon shares her knowledge and experiences as a fractional CFO, providing strategic financial guidance to entrepreneurs. She emphasizes the importance of understanding your numbers, making informed decisions, and viewing financials as a tool for progress rather than a restriction. Join Shannon and Ryan as they discuss vari...2023-11-271h 41Keep What You EarnWhy Raising Capital May Not Be The AnswerToday, Shannon dives into the common issue many business owners face: cash flow crunch. Shannon addresses the urge to immediately seek investors and raise capital, highlighting the rigorous process involved and the long-term commitments that come with it. Instead, she offers alternative solutions to generate cash flow, such as taking on debt or entering into strategic partnerships. Join us as Shannon shares her insights on finding temporary solutions for temporary problems and encourages listeners to explore creative options before committing to raising capital. What you'll hear in this episode: [00:50] Business owners struggle with c...2023-11-2411 minKeep What You EarnSimple Ways to Wealth with Hilary HendershottIn today's episode, Shannon Weinstein sits down with Hilary Hendershott, founder of Hendershott Wealth Management, to discuss simple ways to achieve wealth. Hilary specializes in empowering women to take control of their finances and grow their wealth. As a certified profit first professional and a fiduciary fee-only financial advisor, Hilary is committed to acting in her clients' best interest. With stories of personal financial challenges and experiences with financial abuse, Hilary shares how she overcame adversity and found success. Join Shannon and Hilary as they delve into topics such as investing, financial planning, business strategies, and the importance of...2023-11-1443 minKeep What You EarnSimple Ways to Wealth with Hilary HendershottIn today's episode, Shannon Weinstein sits down with Hilary Hendershott, founder of Hendershott Wealth Management, to discuss simple ways to achieve wealth. Hilary specializes in empowering women to take control of their finances and grow their wealth. As a certified profit first professional and a fiduciary fee-only financial advisor, Hilary is committed to acting in her clients' best interest. With stories of personal financial challenges and experiences with financial abuse, Hilary shares how she overcame adversity and found success. Join Shannon and Hilary as they delve into topics such as investing, financial planning, business strategies, and the importance of...2023-11-1443 minKeep What You EarnTools for Team AccountabilityAccountability can sometimes be associated with micromanaging r discipline, but when done right can be a powerful tool go grow your team and your profits. Today, I unpack some useful tools I use in my business today as well as some tools from the archives of my corporate career we used on large projects. What you'll hear in this episode: [1:32] What exactly is team accountability? [2:29] I discuss what tools we use as a team. [5:20] What are a few things that are crucial to team success and how to use R...2023-09-2916 minKeep What You EarnTools for Team AccountabilityAccountability can sometimes be associated with micromanaging r discipline, but when done right can be a powerful tool go grow your team and your profits. Today, I unpack some useful tools I use in my business today as well as some tools from the archives of my corporate career we used on large projects. What you'll hear in this episode: [1:32] What exactly is team accountability? [2:29] I discuss what tools we use as a team. [5:20] What are a few things that are crucial to team success and how to use R...2023-09-2916 minKeep What You EarnThe Benefits of Creating a Sellable BusinessI hold the belief that every business owner should construct their business with the perspective that it may eventually be sold. This perspective isn't rooted in the assumption that everyone necessarily aspires to sell their business. Rather, I firmly contend that adopting this mindset empowers you to establish enduring processes and systems, capable of enduring the test of time, regardless of your presence. Ultimately, none of us can foresee the future, and in the event of unforeseen circumstances affecting you or a pivotal figure within your business, would your business continue to thrive? Erecting systems a...2023-09-2010 minKeep What You EarnThe Benefits of Creating a Sellable BusinessI hold the belief that every business owner should construct their business with the perspective that it may eventually be sold. This perspective isn't rooted in the assumption that everyone necessarily aspires to sell their business. Rather, I firmly contend that adopting this mindset empowers you to establish enduring processes and systems, capable of enduring the test of time, regardless of your presence. Ultimately, none of us can foresee the future, and in the event of unforeseen circumstances affecting you or a pivotal figure within your business, would your business continue to thrive? Erecting systems a...2023-09-2010 minKeep What You EarnReal Talk on Social Media Tax AdviceToday's episode is a replay of my episode on The Money Bare Podcast. Below is the episode recap from Chloe. We've all seen it-- tax advice on Instagram telling folks they can write off their dog as office security, or folks telling people to buy a g-wagon to write it off... but how does that stuff hold up with the IRS??? And what tax-saving tips should small business owners pay attention to? In this week's episode, Shannon Weinstein, CPA, breaks it down. Shannon is a CPA and fractional CFO for growth-minded bu...2023-09-0158 minKeep What You EarnReal Talk on Social Media Tax AdviceToday's episode is a replay of my episode on The Money Bare Podcast. Below is the episode recap from Chloe. We've all seen it-- tax advice on Instagram telling folks they can write off their dog as office security, or folks telling people to buy a g-wagon to write it off... but how does that stuff hold up with the IRS??? And what tax-saving tips should small business owners pay attention to? In this week's episode, Shannon Weinstein, CPA, breaks it down. Shannon is a CPA and fractional CFO for growth-minded bu...2023-09-0158 minKeep What You EarnGet Back In The Driver’s Seat Of Your Business FinancesThis episode is a replay of an interview that I did for the Earn Your Happy Podcast with Lori Harder. Here is the episode recap from Lori: Business metrics used to freak me out, but thankfully I’ve discovered some approachable ways to gain insight into that valuable information. I’m joined by Shannon Weinstein, founder of Fitnancial Solutions, which is an accounting, tax strategy, and coaching firm for entrepreneurs who want more perspective and less paperwork when it comes to their finances. In our conversation, we break do...2023-06-0955 minKeep What You EarnGet Back In The Driver’s Seat Of Your Business FinancesThis episode is a replay of an interview that I did for the Earn Your Happy Podcast with Lori Harder. Here is the episode recap from Lori: Business metrics used to freak me out, but thankfully I’ve discovered some approachable ways to gain insight into that valuable information. I’m joined by Shannon Weinstein, founder of Fitnancial Solutions, which is an accounting, tax strategy, and coaching firm for entrepreneurs who want more perspective and less paperwork when it comes to their finances. In our conversation, we break do...2023-06-0955 minKeep What You EarnHow to Build a Solid Financial Foundation in Your BusinessTune into this replay of an interview that I did for The Chris Harder Show with Chris Harder. Here is the episode recap from Chris: One of the biggest mistakes I see new entrepreneurs make is that they start building their businesses in financial quicksand. I’m joined by fractional CFO and tax strategist Shannon Weinstein to break down how to set yourself up for success from day one. I ask Shannon about everything from writing off phone bills and meals to how to find the right tax pr...2023-05-1954 minKeep What You EarnHow to Build a Solid Financial Foundation in Your BusinessTune into this replay of an interview that I did for The Chris Harder Show with Chris Harder. Here is the episode recap from Chris: One of the biggest mistakes I see new entrepreneurs make is that they start building their businesses in financial quicksand. I’m joined by fractional CFO and tax strategist Shannon Weinstein to break down how to set yourself up for success from day one. I ask Shannon about everything from writing off phone bills and meals to how to find the right tax pr...2023-05-1954 minKeep What You EarnHow I Turned My Side Hustle Into My Full-Time CareerTune into this replay of an interview that I did for The Side Hustle Show with Nick Loper. Here is the episode recap from Nick: This week’s guest took some of the skills she already had and then went out intentionally and found buyers for those skills. Shannon Weinstein is a CPA (Certified Public Accountant) who turned her fractional CFO (Chief Financial Officer)/tax strategy service at KeepWhatYouEarn.com into a full-time income stream — while still working a full-time job. Tune in to the S...2023-05-1255 minKeep What You EarnHow I Turned My Side Hustle Into My Full-Time CareerTune into this replay of an interview that I did for The Side Hustle Show with Nick Loper. Here is the episode recap from Nick: This week’s guest took some of the skills she already had and then went out intentionally and found buyers for those skills. Shannon Weinstein is a CPA (Certified Public Accountant) who turned her fractional CFO (Chief Financial Officer)/tax strategy service at KeepWhatYouEarn.com into a full-time income stream — while still working a full-time job. Tune in to the S...2023-05-1255 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 90 | Setting Yourself Apart From The Competition: How To Sell Your Value With Shannon WeinsteinDo you often find yourself having to negotiate fees and offering free work instead of getting paid for what you’re actually worth? In this episode of The Abundant Accountant, CPA Shannon Weinstein of Financial Solutions returns to give us more tips on how you can deliver that unique service, establish your value, and get ahead and set yourself apart from the competition. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/2022-06-1532 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 79 | Building Your Ideal Clientele Through Value-Based Pricing With Shannon WeinsteinLearning to value your services and changing to a value-based pricing model can be a difficult process for many. It is absolutely essential, however, if you want to improve profitability. In this episode, we talk about value as Michelle Weinstein interviews Shannon Weinstein, owner of Fitnancial Solutions. We hear about how to build the perfect client list and why you need to price on your value. Tune in and learn more about growing your practice with Michelle and Shannon. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/2022-01-0134 min