Podcasts about fitnancial solutions

In this episode, Ryan is joined by Shannon Weinstein, a CPA with 15 years of experience and host of the podcast, Keep What You Earn, which the IRS isn't fond of. Want to be coached by me on real estate investing? Join our Wealthy Investor program today at https://wealthyway.co/yt---Are you living The Wealthy Way? Take the quiz and get FREE access to the “Wealth Builder Academy” where I go over all the fundamentals of building wealth. https://www.wealthyway.com/Would you like my team to help build your personal brand? Apply to join Pineda Media at https://wealthyway.co/rj9Looking to grow in your faith and business? Join Wealthy Kingdom today https://wealthyway.co/dyyCreate your business to grow your revenue, scale your organization, and make an impact with help from Wealthy Business! Apply here https://wealthyway.co/50dWant to partner with me to supercharge your business? Apply at https://www.pinedapartners.com/You can invest in my real estate deals! Go to https://pinedacapital.com ---Connect with Shannon!Website - https://www.keepwhatyouearn.com/power-sessions https://www.fitnancialsolutions.com/Instagram - https://www.instagram.com/keepwhatyouearn/https://www.instagram.com/shannonkweinstein/Shannon has successfully transitioned from her corporate job to running a thriving side hustle while living in Costa Rica.They discuss how being overly detail-oriented can hinder entrepreneurship, particularly for accountants who tend to be risk-averse. Understanding financial statements like the P&L and balance sheets is crucial, yet few are proficient in this area. Shannon left her nine-to-five job to focus on her side hustle, stressing that there are plenty of job opportunities; giving oneself six months to commit to a side business is wise.Shannon and her husband are both entrepreneurs, planning to balance work when they start their family through adoption. Her consulting business assists founders with strategic decisions, analyzing trends, performance, marketing spending, and cost-efficiency. Shannon takes care of the numbers, allowing clients to focus on their core business.Shannon recommends that every business establish some form of recurring revenue, emphasizing that founders often desire more time and constraints rather than just increased revenue.She employs a profit plan, essentially a budget, allocating funds to specific categories tied to goals. Recurring opportunity involves getting a customer to make a second purchase, while recurring revenue comes from subscriptions. Listening to customer demands is crucial for growth.Entrepreneurs tend to gravitate toward platforms like TikTok, Instagram, and YouTube, while corporate individuals prefer LinkedIn and Twitter. Shannon finds LinkedIn recommendations underutilized.They discuss tax payment strategies, emphasizing that you have more control over taxes than you might think. The IRS is flexible, and paying extra hoping for a return is not advised.For fractional CFO services, you can contact Shannon through Fitnancial Solutions at https://www.fitnancialsolutions.com/.

I 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 and procedures that facilitate the ongoing operation of your business not only augments its long-term vitality but also opens the door to the possibility of making it marketable, thus benefiting other businesses.   What you'll hear in this episode: [1:17] Discover the rationale behind developing your business with sellability in mind, regardless of your intent to sell it. [2:45] Explore essential facets of a marketable business. [4:08] Gain insight into my long-term vision for Fitnancial Solutions. [6:23] Learn strategies for divesting portions of your business while retaining control of your core operations.   If you like this episode, check out: Why 100% Employee Retention Should Not Be Your Goal with Jason Weinstein Tips for Negotiating Business Deals Questions to Ask Yourself as a CEO   Want to learn more so you can earn more? Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

I am delighted to introduce a very special guest on today's podcast episode. Joining me is the talented and inspiring Lauren Furtado, who happens to be both a dear friend and colleague at Fitnancial Solutions.   Lauren's professional journey closely aligns with my own, as she worked her way up the ranks in a prominent big 4 firm. Throughout her career, she gained invaluable experiences by working with a diverse range of companies and providing insightful consultations. However, recently, she made a bold decision to transition from the corporate world into the realm of entrepreneurship, establishing her own venture named Unconventional CFO Services.   During our conversation, we delve into Lauren's remarkable journey out of the corporate environment and into the dynamic world of entrepreneurship. We explore the obstacles she encountered along the way and how she's worked to overcome them. By sharing her experiences and insights, our aim is to inspire and motivate you to take the necessary steps toward achieving your own career goals and aspirations.   What you'll hear in this episode: [2:51] How did Lauren decide that she wanted to become an accountant and what is her accounting history? [12:00] How did Lauren and I meet and how did it shift Laurens's opinion on fractional CFO work? [17:41] Lauren and I's first in-person experience and how that helped her leave her corporate career. [21:45] What shifted in Lauren's mind that led her to make the leap to entrepreneurship? [24:20] What is Laurens's business? Who is her ideal client?  [33:15] What is one of the skill sets that unexpectedly transferred well from working at the big 4 into entrepreneurship?   * Related episodes: Coaching Alone Can't Resolve Your Cash Flow Problem A Hospice Care Doctor's Advice on Building a Wealthy Life with Jordan Grumet The Importance of Communicating Expectations in Business   Tactical Resources: 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide CFO Power Session: Text POWER to 860-609-6374 See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator   Additional Resources: Find everything you need at https://www.keepwhatyouearn.com Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa Hire us: https://www.fitnancialsolutions.com/accounting Find me on IG https://www.instagram.com/shannonkweinstein/ Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ     The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

I believe that all business owners should build their business from the perspective that it will one day be sold. I do not hold this opinion because I think that it is everyone's goal to sell their business, but I do believe that approaching your business with this mindset will make you create processes and systems that will stand the test of time, with or without you.    At the end of the day, none of us can predict the future, and if something were to happen to you or someone critical in your business, would your business survive? Building systems and processes that would allow your business to continue operating will be better for the long-term health of your business, and ultimately may be sellable to help other businesses.   What you'll hear in this episode: [1:17] Here's why you should be building your business to be sellable, whether you plan to sell it or not. [2:45] These are some key aspects of a sellable business. [4:08] My vision for Fitnancial Solutions long term. [6:23] Methods to sell portions of your business, without actually letting go of your core business.   * Related episodes: Tips for Negotiating Business Deals Which Financial Professionals Do You Need in Your Business? How to Build a Solid Financial Foundation in Your Business   * Find everything you need at https://www.keepwhatyouearn.com! https://www.keepwhatyouearn.com/ * Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa * Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so/ * Hire us: https://www.fitnancialsolutions.com/accounting * See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator * Find me on IG https://www.instagram.com/shannonkweinstein/ * Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html     The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

This 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 down what a fractional CFO is and how they can help business owners turn data into decisions. Shannon shares her advice for anyone who feels overwhelmed and disempowered with their finances, particularly for newer entrepreneurs. She also covers what's included in her Business Financial Quickstarter course and an amazing offer she has for all the Earn Your Happy listeners!   What you'll hear in this episode: [0:20] Welcome back to Earn Your Happy. Today, Lori is joined by Shannon Weinstein.  [3:30] Lori asks Shannon, “Why don't we start by telling everybody exactly what it is that you do?” [3:59] Lori asks Shannon, “Can you explain what a fractional CFO is?” [6:07] Lori asks Shannon, “When should we hire a fractional CFO and why is hiring someone so powerful at the beginning?” [10:16] Lori asks Shannon, “What does that even look like for a business to work with someone like you?”  [12:31] Lori asks Shannon, “Can you tell me what it all looks like when you're first getting set up?” [17:44] Lori asks Shannon, “Let's break another myth: all you need is a tax person once a year.” [19:22] Lori asks Shannon, “What is the difference between CPAs and accountants?” [20:34] Lori asks Shannon, “Do you feel like within the first year accountants can save you money or help you make more money?” [21:53] Lori asks Shannon, “Let's talk about one more myth: you can afford to wait until you're making money to lay the financial pieces in place.” [24:51] Lori asks Shannon, “Let's talk about maybe someone's past beliefs and how we can bust those around having a financial expert in your life.” [28:42] Lori asks Shannon, “What do we need to do in order to truly have our arms around our business if we are freaked out by it?” [33:27] Lori asks Shannon, “What's some advice that you could give someone newer in business that might help them save money or look at something that they wouldn't think of looking at that could really help them?” [36:03] Lori asks Shannon, “Do you have any exercises that help people feel balanced and not obsess over numbers?” [40:53] Lori asks Shannon, “Let's talk a little bit about the course.” [43:10] Lori asks Shannon, “Why did you create the course?” [47:17] Shannon announces that she's offering $50 off her course when listeners go to keepwhatyouearn.com/lori and use code LORI.  [49:50] Lori asks Shannon, “Can you just give us a minute rundown of how you got to where you are right now with the podcast?” [51:30] Lori asks Shannon, “Where do we go if we want to listen?” [52:11] Lori asks Shannon, “Where can we get your Business Financial Quickstarter?” [53:15] Lori asks Shannon, “What's your Instagram?”   * Related episodes: Deductions for Retreats and Events Worry Less About Efficiency in Your Business Unlocking The Next Level of Revenue   *Link to Lori's Show: https://podcasts.apple.com/ca/podcast/earn-your-happy/id1087926635   * Find everything you need at https://www.keepwhatyouearn.com * Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa * Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so/ * Hire us: https://www.fitnancialsolutions.com/accounting * See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator * Find me on IG https://www.instagram.com/shannonkweinstein/ * Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html     The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Check out my resources!Click Here To Join The Financially Bulletproof Investing Course! Click Here To Download my Free Financially Bulletproof Checklist—-In this episode of the BetterWallet Podcast, Marc chats with Shannon, who shares her journey from working at a Big Four accounting firm to building her own business, Fitnancial Solutions. She discusses the importance of starting your business before you're miserable in your current job, the power of networking, and the mindset necessary for success as an entrepreneur. Marc highlights the importance of serving the right people and making money a byproduct of doing the right things.Timestamps:[04:13] Choosing your superpower[05:55] What did you want to be growing up[08:26] From Spanish teacher to an accountant[14:07] Travelling and gaining experience[20:46] Nothing is ever for the rest of life[26:33] Building a business to allow her to quit her 9-5[32:02] Moving to Costa Rica[36:59] Living your life while you're buildingConnect with Shannon:Services: https://www.fitnancialsolutions.com/accountingInstagram: https://www.instagram.com/shannonkweinstein/Keep What You Earn Podcast: https://www.keepwhatyouearn.com/--- Connect with Me! Instagram: @BetterWallet TikTok: @BetterWallet Twitter: @TheBetterWallet YouTube: @BetterWallet

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 down what a fractional CFO is and how they can help business owners turn data into decisions. Shannon shares her advice for anyone who feels overwhelmed and disempowered with their finances, particularly for newer entrepreneurs. She also covers what's included in her Business Financial Quickstarter course and an amazing offer she has for all the Earn Your Happy listeners!  IN THIS EPISODE, WE TALK ABOUT: How to know when you're ready to start working with an accountant or fractional CFO  Tips to find the right financial expert for your business The income goal that Shannon recommends achieving before hiring an accountant  Mindset tools to detach your metrics from your identity and self-worth  Tangible ways to set up a solid bookkeeping strategy and grow more sustainably this year  RESOURCES Get $50 off the Business Financial Quickstarter course at keepwhatyouearn.com/lori and use code LORI at checkout!   Come join us on the GrowthDay app!: growthday.com   Sign up for The Spritz newsletter at litepink.com! Text DAILY to 310-496-8363 for daily manifesting affirmations and journal prompts.  CONNECT WITH SHANNON Learn more about Shannon's offerings: fitnancialsolutions.com Follow Shannon: @shannonkweinstein  Listen to Keep What You Earn      CONNECT WITH LORI Follow me: @loriharder Follow Lite Pink: @drinklitepink Follow Earn Your Happy: @earnyourhappy Follow Girlfriends & Business: @girlfriendsandbusiness Listen to Girlfriends & Business

The journey of entrepreneurship is different for everyone. I started Fitnancial Solutions back in 2015 with just an idea and a logo but in 2019 things started to pick up and I started to take it more seriously. I've realized that these four things are what it took for me to double my revenue every year. I'm always reaching up, taking action, learning more, doing what needs to be done, and then trying again if I need to. It's about taking action. I also never sold information. Many entrepreneurs think value is in the information, but it's not. I give information away for free 24/7 because I'm charging for transformation. I also had to learn to trust people after learning mistrust in my corporate job. Finally, I changed my business model to better reflect our core values and we saw huge growth in this. * Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.com/ * Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa * Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so * Hire us: https://www.fitnancialsolutions.com/accounting * Find me on IG @shannonweinstein * Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Shannon is a CPA, CFO and strategist for small business owners who want more perspective and less paperwork when it comes to their finances. Her company, Fitnancial Solutions, offers accounting, tax strategy and coaching delivered from the heart of a teacher. Her real-life relatable examples make the financial side of business less daunting so you can focus on serving your customers. She is the host of the Top Entrepreneurship podcast Keep What You Earn and a frequent speaker in masterminds and business communities. MEMORABLE MOMENTS:“I think that we build this up in our heads because it's something unfamiliar. But when you really look at it, it's not that complicated. If you just have the right guidance and someone telling you what to do. Even if it's just listening and telling you to go open a bank account. It's a lot of simple things that you can do.”“Ideally, it's proactive versus reactive. So you want to be as proactive as possible, looking forward and planning for the business that you want to have.”“When a launch happens or income starts coming in unpredictably, you want to be ready to accept that you know what to do and know how much is going to taxes, know what you're saving, and have a plan.”“I believe information is free and should be abundant and should be shared with everyone. But the implementation and the action is where the real value comes in.”“And that was like one of my favorite catch phrases or taglines was –  Commit, you'll figure it out. I've lived by that for so long. I'm just going to say yes and then my brain and body will get me to a point where that yes was the right answer.”“Doing it scared, like being scared and doing it anyway, like action first.” Connect with Shannon:⭐ Connect on Instagram @shannonkweinstein⭐ https://www.fitnancialsolutions.com/⭐ https://www.keepwhatyouearn.com/ Connect with Allison:⭐ Connect on Instagram @allisonwalsh⭐ JOIN THE SOCIETY: www.shebelievedsociety.com (use code 2022 to access the Society for $22/month)⭐ JOIN OUR FREE COMMUNITY: https://www.facebook.com/groups/shebelievedshecouldcommunity⭐ Check out book recommendations from the show here⭐ LEARN MORE about THINKIFIC COMMUNITIES here

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: Can subscription models work with any industry niche? How to build trust with clients How Shannon sold $20K in services last month with text message marketing (it's not what you think) Should you firm use a copywriter? A copywriter...what!?!? Newsletter marketing (don't call it a newsletter!) 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. --- Send in a voice message: https://anchor.fm/cpaadvisoryshow/message

Shannon Weinstein, Founder of Fitnancial Solutions joins the Rainmaker For Contractors Podcast!Shannon is a Certified Public Accountant who provides top-notch tax advice and strategies. In this episode, Shannon talks with Bill about how Waterproofing Contractors can benefit from industry-specific tax strategies and common mistakes to avoid that have the potential to impact their bottom line. Visit Fitnancial Solutions:https://www.fitnancialsolutions.com/accountingVisit the Basement Health Association Website:https://basementhealth.org/YouTube:https://youtu.be/EBQE63Ups0QDownload The Podcast:https://bit.ly/3Qrnlc4Listen On iTunes, Spotify and More:https://bit.ly/3QP9ImuVisit Rainmaker For Contractors:https://rainmakerforcontractors.com/Check Out Our Podcast Page:https://rainmakerforcontractors.com/podcast/

This is a dual episode with Shannon Weinstein and her podcast “Keep What You Earn”.  We discuss how to work smarter not harder.  Shannon is a CPA, CFO and strategist for small business owners who want more perspective and less paperwork when it comes to their finances. Her company, Fitnancial Solutions, offers accounting, tax strategy and coaching delivered from the heart of a teacher. Her real-life relatable examples make the financial side of business less daunting so you can focus on serving your customers. She is the host of the Keep What You Earn podcast and a frequent speaker in masterminds and business communities.In this episode we talk about:How we work hard on the wrong things and in the wrong way and how we can be smarter about this.How we need to get clear first so we can make more cash.How spending time and energy is not the same as actually working productively on our business.How we can plant seeds now for our future success so we can keep more of what we earn.The business mindset that helps us to be successful and keep more of our money.How to invest in your business in a way that your investment pays for itself.Connect with Shannon:www.fitnancialsolutions.comListen to the Keep What You Earn PodcastConnect with Jennifer to get more Clarity & Confidence in your Biz!Website: www.jenniferjakobsenlifecoaching.comInstagram: @jjakobsenlifecoachJoin my free Facebook group: Clarity to Cash for Female Coaches and Entrepreneurs10 Journal prompts to more clarity and more cashJoin my weekly Coffee Chat every Thursday at 12pm PST by signing up for free HERE.Join my weekly Coffee Chat every Thursday at 12pm PST by signing up for free HERE.

Shannon Weinstein is a CPA, coach and mentor for growth-minded small business owners. Her company, Fitnancial Solutions, offers fractional CFO and tax strategy services delivered from the heart of a teacher. Top 3 Value Bombs: 1. Hire a pro who'll teach you how to implement and execute this strategies. Have somebody to coach you through. Find someone to co-author the story of your money with you during the year, and not just publish the manuscript that you write. 2. Make sure that the tax professional is a good match for you. You have to invest in engaging with that person and making sure you're part of the conversation and decision-making. No one will care for your business more than you do as an entrepreneur. 3. Tax strategy is about playing to win the game and build wealth. Listen to Shannon's Podcast - Keep What You Earn on Google Podcast Sponsors: HubSpot: Learn how to grow better by connecting your people, your customers, and your business at HubSpot.com! Thinkific: Create more income, more freedom, more time, and make more of an impact on the world by creating an online course! Get started with Thinkific for free at Thinkific.com/eof!

Shannon Weinstein is a CPA, coach and mentor for growth-minded small business owners. Her company, Fitnancial Solutions, offers fractional CFO and tax strategy services delivered from the heart of a teacher. Top 3 Value Bombs: 1. Hire a pro who'll teach you how to implement and execute this strategies. Have somebody to coach you through. Find someone to co-author the story of your money with you during the year, and not just publish the manuscript that you write. 2. Make sure that the tax professional is a good match for you. You have to invest in engaging with that person and making sure you're part of the conversation and decision-making. No one will care for your business more than you do as an entrepreneur. 3. Tax strategy is about playing to win the game and build wealth. Listen to Shannon's Podcast - Keep What You Earn on Google Podcast Sponsors: HubSpot: Learn how to grow better by connecting your people, your customers, and your business at HubSpot.com! Thinkific: Create more income, more freedom, more time, and make more of an impact on the world by creating an online course! Get started with Thinkific for free at Thinkific.com/eof!

Eunicia Peret is a Financial Strategy Consultant. She's the CEO and Founder of The Empowered Financial Planner. She's an accomplished financial professional and business owner with over 15 years of experience in financial strategy consulting. Her passion is to work with successful leaders and business owners who are serious about optimizing their wealth and are looking to take control of their money, minimize tax exposure (you know we love that here!), and are motivated to seek the answers that the financial services industry is holding under lock and key. I love Eunicia's message of collaborative approach, teamwork among your financial professionals, and all of the advice that she gives you as a business owner in this interview. Eunicia is so aligned with the messages of Fitnancial Solutions and this podcast. I know you're going to get so much out of this interview!   >>> Connect with Eunicia on IG @euniciaperet >>> https://www.empoweredfinancialplanner.com/ >>> 5 Pitfalls to Avoid and Maximize Financial Portfolio - https://www.empoweredfinancialplanner.com/pitfalls   >>> Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa >>> Chat About This Episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so >>> Hire us!: https://www.fitnancialsolutions.com/accounting >>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein >>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ >>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

How concerned should I be about getting audited? How much should my business make before I file as an S Corporation? Is there a free accounting software option out there? These are just a few of the questions we have for our guest today, Shannon Weinsteen. Shannon is a CPA, coach, and mentor for small business owners who want more perspective and less paperwork when it comes to their finances. Her company, Fitnancial Solutions, offers tax strategy and fractional CFO services delivered from the heart of a teacher who values connection and authenticity. Shannon's real-life relatable examples make the financial side of business less daunting so you can focus on serving your customers and making money. She is the host of the Keep What You Earn podcast and we're excited for you to hear some straightforward advice to lower your tax bill. During this episode we enjoyed a Quantum Desolation by Little Cottage! And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you're not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money! Best friends out! Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

I am so excited to welcome to the podcast my bookkeeper, Christina Fatum. She has over thirty years in the industry as a bookkeeper. She tells a little bit of that story today of how she got started with bookkeeping and why she has a passion for it. Why I love working with her, is that she and I have a very similar sentiment around new business owners, serving business owners, and making an impact. Christina comes from an accounting and computer programing background. She's got so many tools under her belt and she really has the heart of a teacher which is another reason why I love working with her. She's been able to pursue a career that's both fulfilling and challenging.   >>>If you're interested in working with Christina or anyone at Fitnancial Solutions, visit https://www.fitnancialsolutions.com/ and submit your information   >>> Text me!: https://my.community.com/shannonweinsteincpa   >>> Fitnancial Solutions Accounting Suite: https://www.fitnancialsolutions.com/accounting   >>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein   >>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ   >>> Join my Keep What You Earn: Financial Empowerment for Entrepreneurs group: https://www.facebook.com/groups/fitnancial   >>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html   >>> Chat About This Episode in the Keep What You Earn Community: https://www.facebook.com/groups/fitnancial   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Learning 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/

Shannon Weinstein, owner of Fitnancial Solutions, talks about finding her passion for fitness and dancing, how she integrated it into her work as an accountant, and how she found ways for her organization to encourage people to be open about their passions!

Money and the management of money can be scary for new business owners. That is exactly why I have accountant and financial expert, Shannon Weinstein, on the podcast today. Shannon went from corporate account to the owner of her own accounting business where she and her team aren't just doing your taxes but also educating and empowering business owners about their finances. Shannon Weinstein is a CPA, business mentor and coach. Her company, Fitnancial Solutions, provides tax and accounting services for small business owners, specializing in those looking to scale online. She also offers educational workshops and coaching catered to new entrepreneurs. The highlights from this week's episode include: How did Shannon go from a firm to a solo entrepreneur? Why it's important to understand your market to get to reach your goals How Shannon helps businesses avoid expensive mistakes and so much more! To stay connected with Shannon you can her here: Instagram: @shannonkweinstein Shannon's course, Fitnancial Foundations is currently available here: https://www.fitnancialsolutions.com/foundationscourse Regina Lawrence is a former trial attorney and law school professor turned soulful business & life strategist. She has found that so many entrepreneurs have these brilliant ideas and dreams but don't know how to take the dream and create a system or structure to make that dream & idea profitable. That is where Regina comes in. With discipline, consistency, systems & structure, we can't help but create profit & fulfillment from our soul-driven business ideas. Regina's approach to coaching marries her background in legal analysis, spirituality, mindset coaching, holistic nutrition, and neuroscience to create an experience that will assist you to get into alignment, get clear on what you are here to do and what steps and systems to implement to make that dream a profitable reality. You can find Regina on Instagram @reginaalawrence You can book a free 1:1 30 minute virtual coffee chat with Regina at https://calendly.com/reginalawrence/virtualcoffeechat You can learn more about the coaching & courses Regina offers at www.reginalawrence.com

Shannon K. Weinstein is a CPA, business mentor & coach who helps entrepreneurs keep what they earn and scale their business with confidence. Her practice, Fitnancial Solutions, provides accounting, tax and coaching services to growing businesses with a focus on online services. Her goal is to disrupt the accounting profession, because accountants aren't typically thought of as much fun. Shannon aims to create an enjoyable experience for clients and help them see that their money can work for them, not the other way around. Shannon has been featured on NBC, CBS, Yahoo! Finance & Star Tribune Business. Check out her podcast, Keep What You Earn, for lots of free business and accounting tips. Learn more about Shannon's virtual accounting firm, Fitnancial Solutions, on Instagram, Facebook, YouTube & LinkedIn. Get Shannon's financial toolkit for early stage entrepreneurs at fitnancialsolutions.com Episode Highlights: How to be a bad-ass entrepreneur and manage your dinero like a BO$$ The myths around the impact of starting a business + your taxes The truth behind when you need to report your income to the IRS What it means to be a sole proprietor and what are the benefits on forming an LLC Breaking down the differences between LLCs, partnerships, C-corps and S-corps and WTF that even means The principles of good book-keeping & the benefits of hiring a bookkeeper for your business early on And so much more! Loving this episode? Leave us a review if you're listening on Apple podcasts and follow us on Instagram, Facebook, Twitter and YouTube! Want to kickstart your financial journey? Download our free 14-page guide covering all the topics you need to start making your dinero moves, just visit yoquierodineropodcast.com/start. From money mindset, to budget basics, we've got you covered. Partners mentioned in this episode: BetterHelp – Professional Support When You Need It, At The Fraction Of The Cost Of In-Person Therapy. Get 10% off your first month! Squarespace - The all-in-one platform to build a beautiful online presence. Free 14-day Trial. No Plugins Necessary. --- Support this podcast: https://anchor.fm/yoquierodinero/support

Today on the podcast, we are welcoming on, in my opinion, one of the most special guests I could possibly have, the unofficial Godmother of Fitnancial Solutions, Jess Glazer. Jess is my former business coach, business mentor, friend, and colleague and I am so excited to have her on the podcast today! We will dig deep into her background in business coaching and also touch on everything from creating your own coaching program, to Jess' background in personal training and elementary school teaching, to her and her husband founding an elementary school in Ghana through Pencils of Promise. We will also deep dive into Jess' mission of helping 100 entrepreneurs create 7-figure impact-driven businesses. There is something for everyone in this episode whether it is an entrepreneurial tip to help move your business forward or a better understanding of the potential mindset traps that entrepreneurs fall into that can hold their businesses back.   >>>Find Jess on IG @jess.glazer   >>>Message Jess the word "Empower" to get more information on her group coaching program.   >>>Free gift from Jess: How to Price with Confidence: https://www.jessglazer.com/priceyourofferfree   >>> Text me!: https://my.community.com/shannonweinsteincpa   >>> Fitnancial Solutions Accounting Suite: https://www.fitnancialsolutions.com/accounting   >>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein   >>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ   >>> Join my Keep What You Earn: Financial Empowerment for Entrepreneurs group: https://www.facebook.com/groups/fitnancial   >>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html   >>> Chat About This Episode in the Keep What You Earn Community: https://www.facebook.com/groups/fitnancial   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Today we welcome on our first guest on the Keep What You Earn Podcast, a friend of Fitnancial Solutions, and owner of Perfectly Kept Books, a bookkeeping service exclusively for female owned businesses, Misa Ledguies. Today we will deep dive into the importance of having accurate and detailed books as the foundation of your business. Misa will detail each of her top tips to officially bulletproof your bookkeeping and make tracking your finances a simple and easy task. Some topics that we cover are separating your bank accounts, utilizing technology to keep your books, reconciling your books, looking at financial reports, and not waiting too long to ask for help. I think you will all find great value in today's episode and will have some concrete action items to take away to help improve your business!   >>> Find Misa at www.perfectlykeptbooks.com >>> Download Misa's Bookkeeping Checklist here: https://view.flodesk.com/pages/60592d616319196d8608ba91 >>> Text me!: https://my.community.com/shannonweinsteincpa >>> Fitnancial Solutions Accounting Suite: https://www.fitnancialsolutions.com/accounting >>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein >>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ >>> Join my Keep What You Earn: Financial Empowerment for Entrepreneurs group: https://www.facebook.com/groups/fitnancial >>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html >>> Chat About This Episode in the Keep What You Earn Community: https://www.facebook.com/groups/fitnancial The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

More of us have money fears than we realize, and we probably think that if we had more money, we would not be as fearful. This is far from true. It is all about how you frame money and the meaning that it has to you. If money represents stress or lack, then it will always be a pain point for you. On the other hand, if you see money as an abundance and something you can get with ease, you won't have money fears, no matter how much you have. These profound insights are just some of the golden nuggets today's guest, Shannon Weinstein shares with us. Shannon is not your average CPA; she is a teacher at heart, which is why she works as a coach and mentor for entrepreneurs looking to scale their businesses online. She is the owner of Fitnancial Solutions, a completely digital accounting practice offering end-to-end accounting and tax services. In today's episode, we hear talk about the importance of seeing the bigger picture both when it comes to finances and life generally. So often, when we are in the weeds, we don't realize so much we are missing. We talk about money fears and the importance of getting to the root of them. More money is simply a Band-Aid; you need to dig deeper. Our conversation also touches on what successful entrepreneurs do differently from the rest, what Shannon's clients are investing in, and the importance of enjoying your money. Tune in to hear it all!Key Points From This Episode:Get to know today's guest, Shannon Weinstein, and her unique journey as a CPA. The impact that having a parent who was an accountant had on Shannon. How Shannon got onto the entrepreneurial path. The steps you need to take to work out how much you need to leave your job. Why entrepreneurs need to think about more than just a revenue goal. The need to move past placing your value on one metric. How entrepreneurs and business owners can keep their eye on the prize financially. Why Shannon doesn't like using the word budget and what she uses instead. Common fears Shannon sees among all of her clients. How Shannon unearths her clients' fears around money. The way Shannon quells her clients' fears. A question Shannon frequently asks her clients and the range of responses she gets. So often, entrepreneurs don't take time to celebrate how far they have come. Details about Shannon's accomplishment journal. The major difference with how Shannon's wealthy clients view money from the rest. Entrepreneurs who are willing to explore their feelings around money are those who break the cycle. How Shannon's successful clients invest in their growth. Habits Shannon's big clients have that she wishes all of her clients had. How you spend your time gives great insights into your values. Final advice from Shannon for those who want to thrive.Links Mentioned in Today's Episode:Fitnancial SolutionsShannon Weinstein on InstagramSecrets of the Millionaire MindGood to GreatThe E-MythThe Latte FactorWork with ChrisGoodman Coaching

If you just got started in entrepreneurship or you haven't been through a complete year in business yet, this episode may save you thousands of $$$ in avoiding one of the biggest financial faux pas for new businesses....Not paying your quarterly estimated taxes. Sooo many entrepreneurs make this mistake. Don't judge yourself if you've made this mistake before, we've all been there. But it is 100% avoidable. If you want to take control of your taxes and start be proactive instead of reactive take a listen to this episode and feel free to reach out to us at Fitnancial Solutions.   >>> Text me!: https://my.community.com/shannonweinsteincpa >>> Fitnancial Solutions Accounting Suite: https://www.fitnancialsolutions.com/accounting >>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein >>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ >>> Join my Keep What You Earn: Financial Empowerment for Entrepreneurs group: https://www.facebook.com/groups/fitnancial >>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html >>> Chat About This Episode in the Keep What You Earn Community: https://www.facebook.com/groups/fitnancial The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Welcome to the first episode of Keep What You Earn, a podcast for business owners, entrepreneurs, and anyone looking to level up their financial fitness! Instead of introducing myself with a long winded excerpt about my background and past financial experience (boringggg), I thought it would be much more exciting to share 10 fun facts about me! From professional info to my personal life and what led me to create Fitnancial Solutions. I'm so glad you're here and get ready to learn how to Keep What You Earn!   >>> Text me!: https://my.community.com/shannonweinsteincpa >>> Fitnancial Solutions Accounting Suite: https://www.fitnancialsolutions.com/accounting >>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein >>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ >>> Join my Financial Fitness for Entrepreneurs Community: https://www.facebook.com/groups/fitnancial >>> Chat About This Episode in the Keep What You Earn Community: https://www.facebook.com/groups/fitnancial

This week the ladies are joined by Shannon Weinstein, CPA to discuss the mistakes to avoid when starting up your business. Shannon is a CPA and fitness professional based in Connecticut. Her company, Fitnancial Solutions, provides tax and accounting services for small business owners, specializing in online businesses. She also offers educational workshops and coaching catered to new entrepreneurs.www.fitnancialsolutons.comhttps://www.instagram.com/shannonkweinstein/Shannon is launching her own self-paced course designed to give business owners a comprehensive financial toolkit and support community as they embark on their entrepreneurial journey. If you want to get on the list to find out when it goes live, click here:https://bit.ly/BMMwaitlistDisclaimer:While Shannon is a qualified CPA, the information she provides in today's episode is intended to be educational in nature and does not represent individual tax or accounting advice. Please seek the assistance of a professional who understands your unique situation before implementing anything you learn today.--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app--- Send in a voice message: https://anchor.fm/bossy-brilliant-badass/message

#132: An Uncommon Combination: Financial Fitness with Shannon Weinstein In this episode I am speaking with Shannon Weinstein, of Fitnancial Solutions. Shannon Weinstein is a CPA as well as a group exercise instructor certified through AFAA and ACE. She operates her accounting practice (Fitnancial Solutions) 100% virtually, serving clients around the country, primarily in the fitness and wellness industries. Shannon became an accountant because she lost a bet with her dad and followed the "expected path from there on out.”  After discovering a love for fitness, losing her dad to cancer, and hitting a crossroads in her career, she finally figured out that she could choose her next direction and there was no such thing as a wrong choice. She discovered the common thread linking all of her passions and that was her drive to be a coach and educator. From tutoring in high school and college to teaching group exercise classes, she is in her element when she if lifting others up and helping them succeed. That is why she started her very own business to help health and fitness professionals and other entrepreneurs. In this episode, we discuss: Money is not a taboo topic. We must talk openly about it, respect it, and honour that money represents an energy exchange for service. Working through our money stories is one of the most important things we can do as entrepreneurs to successfully build our businesses. There's no such thing as a wrong choice. Our decisions continually take us on the path we are meant to be on. The best mindset shift is to truly appreciate everything. Gratitude shifts everything.    Connect with Shannon Email: shannonkweinstein@gmail.com Website www.fitnancialsolutions.com Instagram: https://www.instagram.com/shannonkweinstein/   Connect with Marsha: Book your FREE IMPACT call https://calendly.com/mvanwyn761/impact-call Fill out the Radical Responsibility Mastermind Application to book your Discovery call https://forms.gle/KWFSB1a42eSP9yx8A   About me – Marsha Vanwynsberghe — Author, Speaker, and Life Coach Marsha is the 6-time Bestselling Author of “When She Stopped Asking Why”.  She shares her lessons as a parent who dealt with teen substance abuse far past the level of normal experimentation. Through her programs, coaching, and live events for women, Marsha is on a mission to teach you how to “Own Your Choices” in your own life.  She teaches women how to own their stories, lead themselves, and pay it forward to others by creating businesses that serve, support, and impact others.    

What better time to bring on a financial professional than this time? With so many feeling concerned over the future of our economy, I want to best support you with this guest. Shannon has been a practicing CPA for over ten years and has been working in the fitness industry since 2013. She created her company, Fitnancial Solutions, to help entrepreneurs in the fitness and wellness industry get control of their finances so they can build their impact. She serves her clients all over the country with accounting and tax help but also hosts live and web based workshops on the subject of money. She is currently serving as the financial coach in Empower University. Where to find Shannon: www.instagram.com/shannonkweinstein/ https://www.fitnancialsolutions.com/ Where to find Jenn: www.instagram.com/thejennkennedy