Podcasts about keep what you earn

In this episode of the Grow Your Firm Podcast, host David Cristello welcomes Shannon Weinstein, the CFO for small businesses transitioning from seven to eight figures and President of Keep What You Earn.  Shannon shares her unique approach to hiring, emphasizing the importance of crafting compelling job descriptions that sell the company to prospective candidates. With over 120 applicants for her last two job openings, she highlights the need to view recruitment from a sales perspective.  Throughout the conversation, Shannon discusses her firm's philosophy on time tracking, stating they do not track time and explaining how this principle has shaped their operations.  Additionally, she reveals her efficient work schedule, averaging 25 to 35 hours per week, and offers insights into building a successful CFO practice. Tune in for valuable tips on hiring, firm management, and achieving work-life balance.

Have you ever wondered why you can create money but then you struggle to hold onto it? Many people excel at creating wealth but struggle to maintain it.  Rebecca Davison helps spiritual leaders and entrepreneurs achieve bigger abundance by doing the inner work for their money to grow. She founded the Intuitive Life Academy to assist individuals on their spiritual leadership journey She knows that understanding your relationship with money is crucial for unlocking true freedom and abundance.  In this episode of the Intuitive Abundance podcast, we delve into the essential topic of holding money — not just manifesting it, but ensuring it stays in your bank account and grows.  What You'll Learn From this Episode  The connection between self-worth and the ability to hold money. The role of self-boundaries and personal accountability in financial success. Strategies for aligning your values with your financial goals. "If you don't have good boundaries, you won't be able to hold money." - Rebecca Davison Topics Covered:  [00:42] - The relationship between self-worth and holding money [02:41]  - Understanding your value proposition [04:06]  - The importance of knowing your values [09:38]  - The impact of self-boundaries on your financial success [10:54]  - The role of certainty in creating abundance [12:30]  - invitation to connect with Rebecca Key Takeaways:  "If you don't have good boundaries, you won't be able to hold money."- Rebecca Davison  "Your values are a cornerstone of this."- Rebecca Davison  "You have to be the person who's willing to let go of the old standard, of the old identity."- Rebecca Davison  "Once you have that dialed in, once you know yourself, you will blow your own mind in terms of what's possible."- Rebecca Davison   Ways to Connect with Rebecca Davison:  Website: https://www.rebeccadavison.life  Facebook: Elegant Wealth with Rebecca Davison  

Today, we're diving into one of our top guest episodes of 2024, featuring financial planner Sean Mullaney. Sean brings expert insights on the often debated topic of Roth versus Traditional retirement accounts, particularly tailored for small business owners looking to optimize their retirement savings. We'll break down the core differences, and Sean will share why both account types have their merits and strategic advantages. Whether you're a Roth advocate, a Traditional enthusiast, or somewhere in between, this episode will equip you with the knowledge to make informed decisions about your financial future. Let's get started and learn how to effectively blend these strategies to bolster your wealth-building journey.  Sean Mullaney is a financial planner and writes The FI Tax Guy blog focused on the intersection  of tax and financial independence. In 2022 he authored the book Solo 401(k): The  Solopreneur's Retirement Account.    X (formerly Twitter): https://twitter.com/SeanMoneyandTax  LinkedIn: https://www.linkedin.com/in/seanwmullaney/  YouTube: https://www.youtube.com/@SeanMullaneyVideos  Website: https://fitaxguy.com/    The discussion is intended to be for general educational purposes and is not tax, legal, or  investment advice for any individual. Shannon and the Keep What You Earn podcast do not  endorse Sean Mullaney, Mullaney Financial & Tax, Inc., and their services.  What you'll hear in this episode: 04:40 Federal debt may not heavily burden retirees.  06:46 Retirement accounts lightly taxed despite tax increases.  10:24 Optimize retirement strategy with Roth conversions timing.  14:08 Clarity on retirement goals overrides generic advice.  19:52 Diversify income and investment channels equally.  20:20 We're in the best era for investors.  If you like this episode, check out: Boosting Business with Better Client Care  Acquire Cheaper and Better Customers (Financial Priority Formula Part 3)  Simplifying Sales Strategy  Want to learn more so you can earn more? Get $50 off your HR audit with People Principles by using code SHANNON50 here. 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. 

Today's episode features Shannon discussing exciting changes coming to the show in 2025. Shannon will share updates including a shift to three episodes per week, adjustments to the approach for guest interviews, and the introduction of varied content formats aimed at better serving dedicated listeners. She's eager to hear feedback on these changes, so listeners are encouraged to reach out on social media. Additionally, the episode teases future content that will focus on more advanced business strategies and solutions. Tune in to discover what's next for Keep What You Earn!  What you'll hear in this episode: 01:02 Focusing on value, fewer but richer episodes.  05:21 Expanding content: interviews, client calls, business growth.   If you like this episode, check out: My Most Expensive Mistakes  How Living in Costa Rica Changed My Mindset  What Taylor Swift Taught Me About Business  Want to learn more so you can earn more? Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4  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. 

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 setbacks, and the critical importance of separating personal and business finances. Together, they debunk stereotypes about accounting and explore how to cultivate a "pretty rich life" filled with stability and abundance. Tune in for actionable tips and enlightening perspectives from two powerhouse women dedicated to making financial concepts accessible to all.  Sheila Bella is a renowned entrepreneur who built a million-dollar microblading business in just three years. Despite the success of her two Beverly Hills locations and hosting a 400-person live event, Sheila faced a devastating loss in March 2020, losing it all overnight. Determined to rebuild, she borrowed money to hire a business coach and, within six months, launched her second multi-million dollar venture: the online mentorship program Pretty Rich Bosses.    Through Pretty Rich Bosses, Sheila has empowered thousands of beauty entrepreneurs to scale their businesses to multiple six and seven figures. Her mission is to help others achieve financial independence and create wildly successful beauty businesses, enabling them to live life on their own terms.    Website: https://www.sheilabella.com/   CEO Glow Show Podcast: https://podcasts.apple.com/ca/podcast/ceo-glow-show/id1431091834  Social Profiles: @realsheilabella   What you'll hear in this episode: 06:05 Clients ensured confidentiality, professionals maintain discretion.  09:05 Separate personal and business finances for success.  12:38 Tax avoidance is legal, tax evasion isn't.  13:28 Master the tax code, play by rules.  16:49 Wealth enables choices; can be beneficial.  21:59 Shannon excels in accounting; needs to teach.  26:10 Communicate with IRS; don't ignore payment issues.  29:18 IRS workers enforce tax laws, not exploit.  30:16 Successful business owners take calculated financial risks.  33:01 Measure profit by cutting costs, boosting revenue.  36:20 Hire a bookkeeper first, then elevate services.  If you like this episode, check out: My Most Expensive Mistakes  How Living in Costa Rica Changed My Mindset  What Taylor Swift Taught Me About Business  Want to learn more so you can earn more? Transform your small business journey – download the Small Business $tarter Kit here. 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. 

How does a Big Four accountant and part-time Zumba instructor transform into the President and CEO of her own fractional CFO services organization? In this episode, Shannon Weinstein takes us through her unique career journey—from balancing corporate accounting by day and teaching fitness classes by night to launching her own consulting firm. Shannon shares the pivotal moments that led her to realize the financial struggles many small business owners face and how she turned her passion for teaching into a thriving business, helping entrepreneurs master their finances.In this episode, you will learn:The importance of separating personal and business finances early onHow cash flow management can make or break your business—even if you're profitablePractical tips for overcoming financial fears and taking control of your business's futureWhy building a solid financial foundation from the start is key to long-term successWelcome to the Consulting Success podcast. I'm your host Michael Zipursky, and in this podcast, we're going to dive deep into the world of elite consultants where you're going to learn the strategies, tactics and mindset to grow a highly profitable and successful consulting business.Before we dive into today's episode. Are you ready to grow and take your consulting business to the next level? Many of the clients that we work with started as podcast listeners just like you, and a consistent theme they have shared with us is that they wished they had reached out sooner about our Clarity Coaching Program rather than waiting for that perfect time. If you're interested in learning more about how we help consultants just like you, we're offering a free, no pressure growth session call. On this call, we're going to dive deep into your goals, challenges and situation and outline a plan that is tailor made just for you. We will also help you identify where you may be making costly and time consuming mistakes to ensure you're benefiting from the proven methods and strategies to grow your consulting business. So don't wait years to find clarity. If you're committed and serious about reaching a new level of success in your consulting business, go ahead and schedule your free growth session. Get in touch today. Just visit Consulting Success - Grow to book your free call today.Shannon Weinstein, CPA and President/CEO of Keep What You Earn Co., is a fractional CFO dedicated to empowering small business owners by making financial concepts simple and relatable. Starting her career early, she managed a McDonald's at 16 and later spent 15 years in Big 4 and corporate finance. Through her top 1% podcast, Keep What You Earn, Shannon combines real-life examples with financial expertise to help entrepreneurs understand their numbers and use them to scale their businesses. She's also a much sought-after speaker and advocate for financial literacy.Connect with Shannon WeinsteinDiscover more about Keep What You EarnMentioned in this episode:Follow Consulting Success!Make sure you're following us on your podcast app! Already subscribed? Tell a friend about the show that you think could benefit as well!Check Out Our Youtube ChannelDon't miss any of our additional content over on our Youtube channel! https://www.youtube.com/@ConsultingSuccessTV

In today's episode, Shannon continues her conversation with Ashley Stahl, founder of Wise Whisper Agency. In part two of their discussion, Ashley dives into the tactics of delivering a memorable and impactful TEDx talk through the power of storytelling. She shares insights on what sets apart good vs. great TEDx talks, how to maximize the exposure and virality of a TEDx talk, and the immense ROI in terms of credibility and brand-building that comes with the TEDx stage.   Ashley also pulls back the curtain on her process for extracting powerful stories from clients and structuring a compelling speech that moves the audience. She emphasizes the importance of relatability, humanizing yourself as a speaker, and tapping into resonant moments and epiphanies from your life.   Ashley is an entrepreneur, international bestselling author (You Turn), podcast host (You Turn Podcast) and top 100 ranked TEDx speaker on the Internet. She has been on the TEDx stage twice, in 2013 and 2019, and both of her talks have gone viral. Her company, Wise Whisper Agency, helps other inspirational professionals land on the same stage so they could make more impact, generate more leads for their business, and establish themselves even more so in the speaking arena.    Website: www.wisewhisperagency.com  Fill out the intake form here: www.wisewhisperagency.com/intake  Mention that you were referred from this “Keep What You Earn” episode by 11/11/24 and receive $1,000 off   What you'll hear in this episode: 03:14 TEDx talk coaching process outlined in 7 words: Initial brainstorming, story sharing, feedback, content implementation. 08:00 TEDx is approachable, offers new opportunities. 12:40 Relatable stories resonate with audience for relevance. 13:40 People prioritize relatability and resonance in communication.   If you like this episode, check out: How to Prepare to Sell Your Business The Framework for the Perfect Offer This Could Be the Most Expensive Sales Mistake You Make   Want to learn more so you can earn more? Download the Money Pro Matchmaker tool here 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.

On today's episode, we have a fascinating guest - Ashley Stahl, an entrepreneur, bestselling author, podcast host, and top 100 ranked TEDx speaker. In this episode, Ashley unpacks the secrets to booking and delivering a rock solid TEDx talk that makes an impact. She explains the key differences between TED and TEDx, and reveals that it's actually possible for anyone to pitch and land a TEDx talk with the right approach.   Ashley shares her insights on identifying your core message and original ideas worth spreading. But more than just an interesting idea, Ashley emphasizes the importance of moving your audience emotionally through powerful storytelling. It's not enough to just educate - a great TEDx talk makes people feel something.   Stay tuned as Ashley shares more of her expertise from working with top speechwriters and breaks down the steps to crafting a concise yet captivating talk. If you've ever dreamed of giving a TEDx talk yourself, you won't want to miss Ashley's advice!   Ashley is an entrepreneur, international bestselling author (You Turn), podcast host (You Turn Podcast) and top 100 ranked TEDx speaker on the Internet. She has been on the TEDx stage twice, in 2013 and 2019, and both of her talks have gone viral. Her company, Wise Whisper Agency, helps other inspirational professionals land on the same stage so they could make more impact, generate more leads for their business, and establish themselves even more so in the speaking arena.    Website: www.wisewhisperagency.com  Fill out the intake form here: www.wisewhisperagency.com/intake  Mention that you were referred from this “Keep What You Earn” episode by 11/11/24 and receive $1,000 off   What you'll hear in this episode: 05:12 YouTube owns the house, TEDx the bouncer. 06:57 Elevate speaking career with original topic focus. 12:57 Turned business by connecting clients with booker. 16:23 Content explores themes, tones, and storytelling impact. 19:13 Breaking the myth of unapproachable TEDx speakers.   If you like this episode, check out: How to Prepare to Sell Your Business The Framework for the Perfect Offer This Could Be the Most Expensive Sales Mistake You Make   Want to learn more so you can earn more? Download the Money Pro Matchmaker tool here 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.

Shannon is a fractional CFO for business owners looking to scale or sell their business. She hosts the top 1% podcast, Keep What You Earn, where her real talk and relatable examples make financial information a source of inspiration, not intimidation. She is a financial literacy advocate, volunteer, donor, investor and a sought-after speaker for masterminds and business communities. Here's what our conversation covers: How to measure the health of your business What every business should focus on before growing Why commingling your personal and business accounts could lead to problems Projecting your cashflow Keeping score of your business goals The difference between cashflow and revenue How to avoid scarcity panic when your cashflow is out of balance How you're overthinking your finances Connect with Shannon Weinstein: https://www.keepwhatyouearn.com Listen to the Podcast: https://www.keepwhatyouearn.com/podcast Connect on Instagram: https://www.instagram.com/shannonkweinstein WORK WITH CHRISTINE: FREE DOWNLOAD - Authentic Sales Scripts to Sell out your high ticket offers in Dm's and on calls. Book a Discovery Call with Christine here Join the waitlist for the Thrive Retreat here. Join the waitlist for the next round of ELEVATE Mastermind HERE Join the waitlist for the next round of NEXT LEVEL Mastermind HERE

Unlock the secret weapon for entrepreneurs that's NOT revenue!

Unlock the secret weapon for entrepreneurs that's NOT revenue!

“Commit yourself to the discipline and the habit of tracking what is going on. If you're doing that, you are already 10,000 steps ahead of any other business owner who does nothing. If you take this all or nothing approach of, ‘I can't afford a CPA, can't afford a bookkeeper, I can't afford to outsource this yet.' Guess whose job it is? It's yours to figure out how to do a version of it that you can actually incorporate into your habits.” After a career spent working in Big Four accounting and corporate America, Shannon Weinstein was tired of her deliverables ending up in someone's dumpster. She realized that what she really wanted to do was serve small business owners to make a real impact in people's lives. Today, Shannon is the president and fractional CFO of Keep What You Earn, a company for growth-minded business owners looking to scale or sell their business. Shannon also hosts the Keep What You Earn podcast, where she transforms financial information into a source of inspiration and a whole lot of fun. With 13 years of experience in Big Four and corporate finance, she excels in making financial topics approachable and relatable. Her mission is to empower small business owners by simplifying financial concepts and proving that understanding your numbers can be both fun and transformative. Shannon is also a financial literacy advocate, junior achievement donor, and volunteer, and a sought-after speaker for entrepreneur communities. Tune in and hear our conversation with Shannon about making the leap from the corporate world to entrepreneurship, CPAs vs CFOs, and what the ideal schedule looks like for a new entrepreneur What we talk about:   You don't work for your clients, you work with your clients (04:02) Why it's so important to track business income and expenses (06:23) Taking a creative approach with clients (12:34) Notes from the corporate world on what NOT to do in business (15:14) The legacy that Shannon's dad left with her (18:01) Connect with Shannon: Keep What You Earn Keep What You Earn Podcast Instagram Members of our Entreprenista League get access to live Office Hours with top founders that have been on our show! Join the Entreprenista League today at entreprenista.com/join. We can't wait to welcome you, support you, and be part of your business journey!    Get Featured on Startups in Stilettos Want a chance to be featured on Startups in Stilettos? We're currently accepting applications from our Entreprenista League members to be featured on the show! Think of the Entreprenista League as your team members in what can be a lonely startup founder's journey. You'll have access to a private community of like-minded female startup founders who are making an impact in business every day, special discounts on business products and solutions, exclusive content, private events, the opportunity to have your story featured on our website, social channels – and, of course, the Startups in Stilettos podcast – and so much MORE! Grow Your Startup with Startups in Stilettos Thanks for tuning into this week's episode of Startups in Stilettos, powered by the Entreprenista PodcastNetwork. If you enjoyed this episode, please subscribe and leave a review wherever you get your podcasts. Apple Podcasts|TuneIn|GooglePlay|Stitcher|Spotify|iHeart Radio Be sure to share your favorite episodes on social media to help us reach more startup founders, like you, and have a chance to win a one-on-one mentor and strategy session with Stephanie Cartin. Join us on Facebook, Twitter, Instagram, and LinkedIn. And for even more exclusive content and information – and to get access to the 8 Secrets to Success in Your Business video course and worksheet – visit our website. 

Episode 207 FACULTY: Shannon Weinstein, CPA CLASS: #SocialStudies In this episode, Scott interviews Shannon Weinstein, CPA, the Host of the Keep What You Earn podcast. Shannon shares her journey of starting her own practice, leveraging Instagram as a brand-building tool, early growth experiences, transitioning from an order taker to a menu creator, marketing strategies, developing values from challenging clients, attracting ideal clients, core truths, leveraging the podcast for business growth, and tips for social media and potential podcasters. Shout Outs: Paul Seaton, Jess Glazer, Michael King, Mel Abraham, Keep What You Earn, Conserva Lo Que Ganas Chapters: 00:00 Teaser 07:14 Starting Her Practice 10:42 Instagram as a Brand Builder 12:51 Early Growth 15:33 From Order Taker to Menu Creator 19:28 Marketing to Your Ideal Client 20:59 Developing Your Values from The Worst Clients 24:29 How to Attract the Ideal Clients 26:46 Core Truths 31:16 The Firm Stats 32:44 The Podcast 39:22 Leveraging the Podcast 44:31 Client Intake Process 45:39 Saying No to Leads 47:26 Tips for Social Media and Potential Podcasters 50:04 Conclusion Connect With Us On Linkedin! Shannon Weinstein https://www.linkedin.com/in/shannonkeane/ Keep What You Earn Co. https://www.fitnancialsolutions.com/ Keep What You Earn Podcast https://podcasts.apple.com/us/podcast/keep-what-you-earn/id1580071347 Scotty OKR Scarano https://www.linkedin.com/in/scottscarano/ Accounting High https://www.linkedin.com/company/accounting-high/ https://www.accountinghigh.com/ Tags: accountant origin, Costa Rica, intentional business, core values, core truths, values alignment, attract clients, repel marketing, accounting firm, revenue goals, ideal client, client intake, referral fees, podcast host, podcast guesting, business podcast, fractional CFO, long-form content, content, Spanish, accounting, origin, Costa Rica, business, values, alignment, clients, marketing, firm, revenue, ideal, intake, referral, podcast, guesting, content, CFO, long-form --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

In this episode of Keep What You Earn, Shannon addresses a common question from a member of CFO on Demand: Should extra cash be used to pay off a small loan with 1% interest or placed in a high-yield savings account generating 3.5% interest? Shannon's insightful response delves into the logical and financial considerations behind this decision, challenging the traditional notion of debt as inherently negative. Her practical advice encourages entrepreneurs to carefully evaluate where their money can work most effectively for them, emphasizing the importance of making informed financial decisions. If you've ever grappled with similar dilemmas about optimizing your cash flow, this episode is not to be missed. Tune in to discover how to leverage your financial resources for maximum benefit and join in on the conversation with Shannon in the CFO on Demand community.   What you'll hear in this episode: 04:40 Be thoughtful about financial decisions for success.   If you like this episode, check out: Best Practices to Collect Cash from Customers Faster How to Generate Cash Without Increasing Price   Want to learn more so you can earn more? CFO On Demand click here 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.  

In this episode of Keep What You Earn, Shannon delves into the topic of how to read your tax return. She emphasizes the importance of understanding and taking responsibility for your tax return before signing off on it. Shannon breaks down the key components of the tax return, simplifying the process and empowering listeners with the knowledge they need to comprehend their financial story. By guiding listeners through the two-page tax return and encouraging them to ask questions if something doesn't make sense, Shannon aims to demystify the often daunting world of taxes. Whether you're about to file, have already filed, or are simply curious, this episode is designed to help you make sense of the core pieces that really matter. Tune in to gain a deeper understanding of how to read and interpret your tax return, and take the first step towards financial empowerment.   What you'll hear in this episode: 05:47 Calculate income, deductions, and taxable income. 06:42 Taxable income determines tax bracket and rate. 10:52 Clear, patient finance guidance for non-experts.   If you like this episode, check out: How to Play in the Gray When it Comes to Your Taxes Minimizing Tax Season Anxiety with Three Simple Steps Determining the Appropriate Salary for an S Corp Owner   Want to learn more so you can earn more? Transform your small business journey – download the Small Business $tarter Kit here. 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.  

In this episode of Keep What You Earn, Shannon continues her conversation with Tori Kruse, a personal stylist and founder of a mindset and confidence coaching company. Tori shares her journey from competing in Miss USA to founding her company, emphasizing the importance of internal discovery and personal development. Together, they discuss the power of energy and how a wardrobe can serve as a conversation starter and a reflection of one's brand. Tori also shares insights on relationship building and the unexpected opportunities that come from getting attention. Stay tuned to learn more about Tori's book and how to connect with her. This episode is packed with valuable insights for entrepreneurs looking to build an aesthetic-driven brand. Tori is an entrepreneur, author, podcast host, and a highly sought-after speaker. As the Founder and CEO of Tori Kruse Enterprises, she is dedicated to partnering with female speakers and leaders, to align their internal power with their external image. Tori firmly believes that an individual's presence mirrors their true essence – personality, aspirations, and inner beliefs. With an abundant mindset to her core, Tori empowers women to embrace their unique confidence. From speakers and authors to executives and podcast hosts, Tori guides a diverse range of individuals and businesses toward elevated personal and professional images. Tori's been featured on ABC, CBS, FOX, NBC, E!, INSIDER, and Cosmopolitan Magazine. Website: www.torikruse.com Instagram: @officialtorikruse YouTube: www.youtube.com/torikruse What you'll hear in this episode: 09:00 Being a brand ambassador brings unexpected clients. 11:25 Love for relationships and conversation starters. 14:59 Create wardrobe that reflects and starts conversations. 17:54 Clothes won't define you; energy and connection will.   If you like this episode, check out: Blue Oceans are All Around Us Never Let Your Scarcity Show Stop Shrinking Yourself in the Name of Saving   Want to learn more so you can earn more? Transform your small business journey – download the Small Business $tarter Kit here. 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 sharing an episode of the Keep What You Earn podcast where I was featured as a guest.Host Shannon Weinstein is a CPA who is on a mission to simplify money and empower others through knowledge.In our conversation, we unlock the secrets of sales as a wealth-building tool and why mastering it is non-negotiable for your business's growth.In this episode:Insights into how overcoming the fear of selling and choosing mentorship are key to professional development and successHow knowing your ideal client and choosing the right social media platform can make all the differencePractical strategies and mindset shifts you can make to elevate your entrepreneurial ventureResources and Links-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance-Do you want sales strategies sent straight to your inbox? Sign up HERE.Connect with ShannonInstagram: @shannonkweinsteinPodcast: www.keepwhatyouearn.comConnect with RoInstagram: @theroshahSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

In this episode of Keep What You Earn, Shannon discusses the common dilemma faced by business owners of not knowing who to ask for important business and financial advice. She addresses the challenges of finding the right professionals to answer questions about setting up a business bank account, forming an LLC, and handling personal finances. Shannon provides insights on when to consult a lawyer, accountant, or financial advisor, emphasizing the importance of understanding the scope of services provided by each professional. She also hints at future guest appearances by experts to provide additional guidance. If you're navigating the complexities of entrepreneurship and finance, this episode is packed with valuable advice to help you make informed decisions.   What you'll hear in this episode: 06:35 Consult lawyer and tax advisor on restructuring. 08:49 Identify your accountant's role and seek specialists. 10:49 Consult money coach for personal budgeting advice.   If you like this episode, check out: Is Hiring Your Family the Right Thing to Do? Mastering Recruitment: Marketing Strategies with Shannon How My Dad's Advice Shaped My Career and Business Success   Want to learn more so you can earn more? 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh 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.

In this episode of Keep What You Earn, Shannon breaks down the complex topic of S Corp salary in a way that's easy for anyone to understand. She explains the important requirement for S Corp owners to pay themselves a reasonable salary and delves into the internal and external factors that come into play when determining this salary. Shannon shares expert tips and real-life examples, emphasizing the importance of thorough documentation to support your salary decisions. Plus, she offers listeners a valuable free resource to help them navigate the world of S Corporations with confidence. Tune in to gain a deeper understanding of this crucial aspect of business finance and learn how to optimize your S Corp salary to keep more of what you earn.   What you'll hear in this episode: 03:14 Salary corresponds to business work, profit distributions. 08:24 Use screenshots, consider internal time allocation. Determine reasonable salary based on profession and time allocation. 10:52 Support claims with evidence for successful audits.   If you like this episode, check out: Determining the Appropriate Salary for an S Corp Owner Maximizing Finances: Tax & Accounting Synergy How to Play in the Gray When it Comes to Your Taxes   Want to learn more so you can earn more? Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide 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.  

In this episode of "Keep What You Earn," Shannon continues her insightful conversation with franchise expert Liz Leonard on the intricacies of being a successful franchisee. They delve into the challenges and experiences of franchise owners, including the importance of working capital and building a strong team. They also discuss the support provided by franchise companies, ongoing requirements, and the significance of having an exit strategy. Liz shares valuable insights from her book "Franchise Fastpass," designed to guide aspiring entrepreneurs through the process of evaluating and selecting the right franchise. Additionally, they explore the potential for leveraging the franchise model as a strategic step towards entrepreneurship and building a legacy for future generations. With valuable advice and expertise on offer, this episode promises to illuminate the path for those considering franchise ownership. Liz rose through the ranks of the corporate world over a 22-year journey, only to be laid off as a casualty of a merger. As a corporate employee, she had the illusion of security which vanished based on a decision taken by others. That decision afforded her the space to reflect upon what she wanted. She was able to take back control of her future and never put herself in that position again. Liz now splits her time between running her own business and advising others who are at the same crossroads she was years ago. Twitter: https://twitter.com/franchisefastInstagram: https://www.instagram.com/franchisefastpass/Facebook: https://www.facebook.com/yourfranchisefastpass Website: http://www.franchisefastpassbook.com  What you'll hear in this episode: 04:07 Franchise systems offer benefits and conveniences. 07:04 Exploring royalty and franchise structures for success. 12:12 Franchise model offers easier entry to brand. 13:17 Understanding McDonald's operations, leverage for franchise owners. 18:56 Educational book promotes franchising and entrepreneurial success.   If you like this episode, check out: The Power of Diverse Mastermind Groups for Comprehensive Growth How to Break Free from the Corporate 9 to 5 Best Ways to Negotiate Business Deals   Want to learn more so you can earn more? Download the Money Pro Matchmaker tool here 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.  

In this episode, Shannon dives into the world of franchise businesses with expert Liz Leonard. They explore the lesser-known side of franchising, beyond the typical fast food and restaurant models, and discover the wide range of opportunities available in home services, healthcare, education, and more. Liz shares her expertise as a franchise advisor and owner, shedding light on the different types of franchises, the investment required, the skills needed for success, and the key factors to consider when evaluating franchise opportunities. Join us as we uncover the secrets and opportunities of the franchise world with Liz Leonard on Keep What You Earn. Liz rose through the ranks of the corporate world over a 22-year journey, only to be laid off as a casualty of a merger. As a corporate employee, she had the illusion of security which vanished based on a decision taken by others. That decision afforded her the space to reflect upon what she wanted. She was able to take back control of her future and never put herself in that position again. Liz now splits her time between running her own business and advising others who are at the same crossroads she was years ago. Twitter: https://twitter.com/franchisefastInstagram: https://www.instagram.com/franchisefastpass/Facebook: https://www.facebook.com/yourfranchisefastpass Website: http://www.franchisefastpassbook.com    What you'll hear in this episode: 05:00 Franchising extends beyond food to home services. 08:37 Franchise companies focus on the owner's routine. 11:08 Starting a business requires a specific mindset. 13:25 Investment costs vary depending on business type. 16:50 Considering investing in a franchise? Here's advice. 20:03 Overcome fear of starting a business legally.   If you like this episode, check out: The Power of Diverse Mastermind Groups for Comprehensive Growth How to Break Free from the Corporate 9 to 5 Best Ways to Negotiate Business Deals   Want to learn more so you can earn more? Transform your small business journey – download the Small Business $tarter Kit here. 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.  

In this episode of Keep What You Earn, Shannon delves into the internal voices that entrepreneurs must silence in order to succeed. She identifies three key voices: comparison, overwhelm, and the fear of making someone feel bad. Through personal anecdotes and reflections, Shannon provides insights on the impact of these voices and strategies to silence them. From embracing beginner status to managing overwhelm and learning to say no, the episode delivers valuable advice for navigating the entrepreneurial journey. Tune in as Shannon empowers listeners to take control of their mindset and strive towards success in their businesses.   What you'll hear in this episode: 06:14 Avoid overworking, embrace free space for balance. 08:27 Slow down, schedule free, buffer, focus days. 12:44 Let go of fear to move forward. 14:23 Setting clear boundaries for social and business interactions. 18:55 Prioritize relationships and opportunities for success.   If you like this episode, check out: Blue Oceans are All Around Us Never Let Your Scarcity Show Stop Shrinking Yourself in the Name of Saving   Want to learn more so you can earn more? 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh 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.  

In several discussions lately, I have heard people talking about people paying their "Fair Share" of taxes or making their "Fair Share" of income. Who determines who gets to keep their wealth and who has to give it up? Number 9 of the "Ten Values We Can Agree on For America" is "Wealth Belongs to Those That Generate It"You may notice that I have changed, slightly, the title of this series. It came to me this week while listening to Glenn Beck that what I was talking about was "Values" not just "things"A couple of links for this podcast:National Taxpayers UnionThe Fair Tax PlanGod has a plan for you and our nation, and we're here to help you find itwww.quizthediz.comFacebookLinkedIn

In 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 for your business.   What you'll hear in this episode: 06:53 Prioritize client relationships over superficial metrics for scaling. 10:41 Simplify business, focus on personalized, valuable service. 12:24 Prioritize simplicity, focus on what matters.   If you like this episode, check out: The Steps to Selling a Business How to Set a Pattern of Success for 2024 How to Create More Accurate Forecasts   Want to learn more so you can earn more? 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh 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.  

In this episode of Keep What You Earn, Shannon tackles an important question for business owners: how to put more money into your business. She breaks down two key ways to inject capital into your business, highlighting the importance of understanding the accounting implications to avoid unnecessary taxes. Shannon provides valuable insights on the strategies to pour money into your business while keeping the process stress-free. Tune in to gain practical advice and empower your business with financial knowledge.   What you'll hear in this episode: 04:25 Transfer money between business and personal tax-free.   If you like this episode, check out: 3 Things You Need to Know Before Buying a Business How to Introduce Your Kids to Money   Want to learn more so you can earn more? CFO On Demand click here 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.  

In this episode of Keep What You Earn, Shannon discusses the importance of building a business with an exit strategy in mind, even if selling the business is not in your immediate plans. She emphasizes the need to create a business that is sellable and appeals to potential buyers, and shares her own insights on how she is working to make her own business more attractive. Shannon delves into the concept of creating processes and systems that can be sold or licensed, without compromising the relationships with existing clients. She also offers valuable resources for new business owners to set up and manage their businesses successfully. Tune in to gain practical tips on building a sellable business and setting it up for future success.   What you'll hear in this episode: 06:27 Licensing or selling recipes and processes for profit. 08:16 Consistent small actions lead to future success.   If you like this episode, check out: The Best Places to Look to Find Cost Savings Supercharge Your Income Goals for Real Results Don't Confuse Productivity with Profitability   Want to learn more so you can earn more? Transform your small business journey – download the Small Business $tarter Kit here. 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.  

On this episode of Keep What You Earn, Shannon gets into the topic of quarterly estimated taxes. Advocating for a nontraditional approach, she emphasizes the importance of good bookkeeping and understanding how to save money for taxes. Through real-life examples and practical advice, Shannon challenges the conventional wisdom around paying quarterly estimates and urges entrepreneurs to take control of their financial planning. With a focus on tax strategy and meticulous planning, she encourages listeners to consider alternative approaches to managing their tax obligations. Tune in for a unique perspective on quarterly taxes and insightful tips for maximizing your financial resources.   What you'll hear in this episode: 03:28 Save 25-30% of profit for taxes. 08:14 Prepare for quarterly tax estimates, manage cash flow. 11:05 Realign, invest profit back, seize new opportunities.   If you like this episode, check out: Tax Implications of Digital Product Sales Determining the Appropriate Salary for an S Corp Owner Everything You Need to Know About Sending and Receiving 1099s   Want to learn more so you can earn more? 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh 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.  

In this episode of Keep What You Earn, Shannon gets into a topic that many entrepreneurs grapple with: the decision of whether to hire family members in their business. She discusses the potential benefits and drawbacks of this choice, offering insights into the unique dynamics and considerations involved. From the inherent sense of loyalty and tax advantages to the challenges of maintaining boundaries and communication, Shannon provides valuable perspectives to help entrepreneurs navigate this complex decision. Tune in to gain valuable insights that can inform your approach to hiring family members in your business.   What you'll hear in this episode: 06:04 Transfer income to family member for tax advantage. 09:05 Maintain boundaries for a healthy relationship. 11:43 Be mindful of family's impact on workplace. 13:17 Transparent partnership, understand and communicate proactively.   If you like this episode, check out: How My Dad's Advice Shaped My Career and Business Success The Best Hiring Skill You Need How to Make Sure Your Pay Aligns with Your Business Structure   Want to learn more so you can earn more? Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide 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.  

In 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 firsthand experiences.   What you'll hear in this episode: 03:36 Successfully attracting high-quality candidates through unique job descriptions. 07:46 Finding ideal accounting industry employees through marketing. 10:34 Hiring skill: Values, clarity, and authenticity essential. 13:50 Showcase values in job descriptions, implicit demonstration.   If you like this episode, check out: How My Dad's Advice Shaped My Career and Business Success How to Make Sure Your Pay Aligns with Your Business Structure Should You Hire Your Family?   Want to learn more so you can earn more? CFO On Demand click here 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.  

In this episode of Keep What You Earn, Shannon continues her conversation with guest Amanda Adams about their experiences in corporate careers and how they have shaped their approach to building their own practices as self-employed accountants. They discuss the importance of setting boundaries, work-life balance, and prioritizing the type of work and clients they choose to engage with. They also share how they've adapted traditional workplace practices, including hierarchy, job titles, and the value of diversity in professional environments. Join Shannon and Amanda as they reflect on their journeys and share valuable insights that every entrepreneur can benefit from.   Amanda fell in love with accounting before she knew of all the exciting possibilities it possesses. Since then, she has learned a great deal about the accounting industry and even picked up a couple of degrees and a CPA license along the way! Amanda has experience in the day-to-day data entry accounting up to Controller and fractional CFO responsibilities as well as tax return preparation for individuals and small businesses.   LinkedIn: www.linkedin.com/in/amanda-adams-cpa-a381761a6   Watch the episode here: https://youtu.be/Vz7hra1dkx4   What you'll hear in this episode: 05:30 Regained control over time, felt immense freedom. 09:02 Work attire doesn't define success, personal choice. 14:20 Experience doesn't always equal value or knowledge. 18:19 Supporting, noticing similarities, and building strong teams. 20:18 Essential resources for starting or cleaning business.   If you like this episode, check out: How to Break Free from the Corporate 9 to 5 Best Ways to Negotiate Business Deals 3 Reasons to Separate Your Business Money from Personal   Want to learn more so you can earn more? Transform your small business journey – download the Small Business $tarter Kit here. 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.  

In 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 on leveraging diverse mastermind groups for comprehensive growth.   What you'll hear in this episode: 04:44 Lunch tables sparked connections and support. 07:53 Connect with influential peers and join mastermind. 10:53 Seek ideal client groups for maximum success. 14:11 Enter with clear objective, avoid aimless browsing.   If you like this episode, check out: How to Break Free from the Corporate 9 to 5 Best Ways to Negotiate Business Deals 3 Reasons to Separate Your Business Money from Personal   Want to learn more so you can earn more? See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator 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.  

On this episode of Keep What You Earn, Shannon addresses the common struggle of business owners facing cash flow crunches. Rather than immediately turning to capital fundraising, she offers creative alternatives to inject cash into a business. Shannon's insight sheds light on the potential risks and commitments involved in taking on investors, encouraging entrepreneurs to consider temporary solutions for temporary problems. Listeners are prompted to think outside the box and explore diverse options to meet their objectives without committing to more than they bargained for. Stay tuned to gain valuable perspectives and strategies for navigating challenging economic climates as an entrepreneur.   What you'll hear in this episode: 06:10 Raising money for new product launch options. 08:11 Navigate economy wisely and consider different paths.   If you like this episode, check out: Why Is It Hard to Find a Good Tax Pro? Asset vs. Expense: What's The Difference? Don't Leave These Terms Out of Your Contracts   Want to learn more so you can earn more? Download the Money Pro Matchmaker tool here 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.  

In 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 comments on posts, and the importance of steering the conversation towards qualifying potential clients. They explore how chat funnels can streamline customer support through FAQs and gather valuable client information for future interactions. Natasha Willis is the co-founder of School of Bots, where she and her team have generated over $50M in revenue for clients like Russell Brunson, Jenna Kutcher, Amy Porterfield, Dean Graziosi, Mindvalley, and more. School of Bots helps online businesses use "Chat Funnels" to generate qualified leads and sales every time they post on Instagram and Facebook. Instagram: instagram.com/natashatwillis LinkedIn: https://www.linkedin.com/in/natashatakahashi/ YouTube: youtube.com/schoolofbotsSchool of Bots Instagram: instagram.com/schoolofbots What you'll hear in this episode: 03:50 Send initial message, ask for email, deliver. 08:57 Automate data collection, simplify decision-making with choices. 12:18 Clarify and respond to messages with care. 14:41 Consistent posting, ROI, clear ownership for success. 18:51 Emotional benefits and relief from posting consistent content. If you like this episode, check out: Stop Shrinking Yourself in the Name of Saving Maximize Your Income with the Help of a CFO Staying Motivated in Times of Stress   Want to learn more so you can earn more? 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh 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.  

In this episode of "Keep What You Earn," we delve into the fascinating world of chat funnels with Natasha Willis, the co-founder and COO of School of Bots. Shannon and Natasha explore the evolution and practical applications of chat funnels, a powerful tool in social media strategy. They discuss how automation can enhance engagement while maintaining authenticity and trust. Natasha shares insights on the benefits of using chat funnels for lead generation, customer support, and sales within various business models. The episode invites listeners to explore innovative ways of leveraging chat funnels to make a meaningful impact on their online businesses. Join us for an engaging discussion that reveals the potential of chat funnels in transforming your social media presence. Natasha Willis is the co-founder of School of Bots, where she and her team have generated over $50M in revenue for clients like Russell Brunson, Jenna Kutcher, Amy Porterfield, Dean Graziosi, Mindvalley, and more. School of Bots helps online businesses use "Chat Funnels" to generate qualified leads and sales every time they post on Instagram and Facebook. Instagram: instagram.com/natashatwillis LinkedIn: https://www.linkedin.com/in/natashatakahashi/ YouTube: youtube.com/schoolofbotsSchool of Bots Instagram: instagram.com/schoolofbots What you'll hear in this episode: 05:15 Core focus on sales, lead gen growth. 07:55 Current options for promoting product through Instagram. 11:46 Instagram automation is different from spamming bots. 15:48 Enhance engagement with app's native features. 19:44 Follow up with conversation to qualify leads. 23:23 Casual vibe, engaging content, creative call-to-actions suggested.   If you like this episode, check out: Stop Shrinking Yourself in the Name of Saving Maximize Your Income with the Help of a CFO Staying Motivated in Times of Stress   Want to learn more so you can earn more? CFO On Demand click here 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.  

In this episode of "Keep What You Earn," Shannon discusses the often overlooked aspect of business - collecting cash from customers. She shares the importance of distinguishing between sales contracted and cash collected, offering valuable insights into accelerating cash collection and setting clear policies for overdue payments. Shannon emphasizes the role of accountability in managing cash flow and provides practical tips for handling outstanding invoices. Tune in to learn how to effectively navigate the financial side of your business and ensure a smoother cash collection process.   What you'll hear in this episode: 04:14 Monitor cash flow and celebrate sales cautiously. 08:54 Initial follow-up, escalate to termination if necessary. 11:47 Offer flexible payment options to improve collections.   If you like this episode, check out: How to Generate Cash Without Increasing Price The Best Places to Look to Find Cost Savings Supercharge Your Income Goals for Real Results   Want to learn more so you can earn more? Download the Money Pro Matchmaker tool here 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.  

In this special episode of Keep What You Earn, we continue our conversation with Veena Jetti, a powerhouse in multifamily real estate transactions, and a dedicated mom. Veena shares her journey as a successful professional and a devoted mother of twins, providing valuable insights on managing multiple roles and the importance of seeking help without feeling guilty. She also reveals the pride she takes in influencing and impacting others, highlighting the significance of community and uplifting others. Veena sheds light on the power of surrounding oneself with like-minded individuals and the value of sharing solutions in building strong relationships. Additionally, she discusses attracting investors and provides a wealth of information on alternative investments and tax-efficient opportunities in real estate. This episode is packed with valuable lessons and practical advice, offering a unique perspective on professional success and personal fulfillment. Don't miss this enlightening conversation with Veena Jetti!   Veena Jetti is the founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. Veena brings a dynamic perspective to targeting, acquiring, managing, and operating assets using best practices combined with cutting edge technologies. Veena also leads a Facebook Community Called Mastering Multifamily with Veena Jetti.   After graduating from the University of Illinois at Chicago with a degree in Finance at 20 years old, she pursued her passion for real estate. Veena has over a decade of real estate experience and a $1Billion in multifamily transactions in her own portfolio.   Veena is also a passionate philanthropist. In 2017, she was one of only three women to receive the Politico Woman of the Year award for the significant amount of time and focus she spent on aiding in a grassroots Hurricane Harvey disaster response. Facebook Community: https://www.facebook.com/groups/482404780511836 Youtube:https://www.youtube.com/@veenajetti1 Instagram:www.instagram.com/veenajetti Masterclass:https://mastering-multifamily-with-veena-jetti.teachable.com/courses/ LinkedIn: https://www.linkedin.com/in/veena-jetti/   What you'll hear in this episode: 03:20 Celebrating together, but impact on others matters most. 06:58 Share workload, outsource tasks, improve relationship dynamics. 10:49 Envious of your best life, interested in details. 14:24 Exposure changes perceptions, surrounding yourself with people. 18:57 Work with supportive people, help succeeding together. 20:49 Vive Funds attracts high-income professional investors.   If you like this episode, check out: How to Build Trust with Your Customers How to Have a Successful Podcast Navigating Networking When You're Not a Fan of Events   Want to learn more so you can earn more? CFO On Demand click here 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.  

In this episode of Keep What You Earn, Shannon chats with Veena Jetti, a successful multifamily real estate investor and founding partner of Vive Funds. Veena shares her journey in the real estate space, discussing the impact of getting in the right rooms and leveraging communities and mentorships. She provides valuable insights into the multifamily market, including the significance of value add components and the lessons she learned from her past mistakes. Veena also delves into the power of collaboration and the importance of women supporting and uplifting each other in the industry. Tune in for an inspiring conversation about mindset, female empowerment, and navigating the multifamily real estate world with Veena Jetti.   Veena Jetti is the founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. Veena brings a dynamic perspective to targeting, acquiring, managing, and operating assets using best practices combined with cutting edge technologies. Veena also leads a Facebook Community Called Mastering Multifamily with Veena Jetti.   After graduating from the University of Illinois at Chicago with a degree in Finance at 20 years old, she pursued her passion for real estate. Veena has over a decade of real estate experience and a $1Billion in multifamily transactions in her own portfolio.   Veena is also a passionate philanthropist. In 2017, she was one of only three women to receive the Politico Woman of the Year award for the significant amount of time and focus she spent on aiding in a grassroots Hurricane Harvey disaster response.   Facebook Community: https://www.facebook.com/groups/482404780511836 Youtube:https://www.youtube.com/@veenajetti1 Instagram:www.instagram.com/veenajetti Masterclass:https://mastering-multifamily-with-veena-jetti.teachable.com/courses/ LinkedIn: https://www.linkedin.com/in/veena-jetti/   What you'll hear in this episode: 06:32 Choose strategy, focus on value add component. 08:38 Mom encouraged quitting job due to taxes. 11:32 Inspiring success for women and minorities. 15:15 Undervalued power of communities and mentorships. 18:04 Contact number, regret of not acting on advice. 20:44 Sharing resources and being open-minded. 23:35 Overcoming business setup and financial fears.   If you like this episode, check out: How to Build Trust with Your Customers How to Have a Successful Podcast Navigating Networking When You're Not a Fan of Events   Want to learn more so you can earn more? Transform your small business journey – download the Small Business $tarter Kit here. 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.  

On today's episode of Keep What You Earn, we dive into the dynamics of group coaching as a viable business model with guest expert Jess Glazer de Rose. Shannon sets the stage by exploring the shift from one-on-one services to group coaching in today's digital economy. Join in as Jess shares her journey from personal trainer to multi-million dollar business owner and her insights on leveraging group coaching to create impactful and scalable coaching businesses. Learn about the benefits of group coaching, how it leads to accelerated learning, and its applications across various niches. Prepare to gain valuable perspectives on embracing market saturation, standing out, and creating a thriving coaching business from our expert guest, Jess Glazer de Rose.   As a former celebrity personal trainer & elementary school teacher, Jess turned her once “cute side hustle” into a multimillion dollar business in 18 months.   As evident through her biz, life, & philanthropic endeavors, Jess's mission is to cause a ripple effect & inspire change for generations to come, making a massive impact along the way and leaving a lasting legacy beyond her singular actions   What you'll hear in this episode: 05:55 Transition from teaching to successful entrepreneurship journey. 09:30 Learn, teach, and sell with confidence and purpose. 10:27 Overcomplicating things, micro steps, overwhelmed, no rules. 15:01 "More clients mean more feedback, better results." 18:22 Leverage foundational elements for building business machine. 22:27 Diverse professionals use social media for marketing. 24:04 Embrace growth mindset, master money, refresh mindset.   If you like this episode, check out: Best Ways to Negotiate Business Deals 3 Reasons to Separate Your Business Money from Personal Why You Need More Than One Type of Mastermind   Want to learn more so you can earn more? 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh 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.  

In 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.   What you'll hear in this episode: 04:07 Discussing hypotheticals with a lawyer is crucial. 10:14 Transition planning for business sale and handover. 11:20 Documentation crucial for solopreneurs; affects business value. 14:36 Prepare early and seek professional guidance for selling.   If you like this episode, check out: Why Building a Sellable Business Should Be Your Goal How to Know if a CFO Power Session is for You You Accomplished Your Goal. What's Next?   Want to learn more so you can earn more? Transform your small business journey – download the Small Business $tarter Kit here. 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.  

Welcome 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 diversification. If you're looking for expert insights on building a secure financial future, this episode is a must-listen! Sean Mullaney is a financial planner and writes The FI Tax Guy blog focused on the intersection of tax and financial independence. In 2022 he authored the book Solo 401(k): The Solopreneur's Retirement Account. X (formerly Twitter): https://twitter.com/SeanMoneyandTax LinkedIn: https://www.linkedin.com/in/seanwmullaney/  YouTube:https://www.youtube.com/@SeanMullaneyVideos Website: https://fitaxguy.com/ The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Shannon and the Keep What You Earn podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc., and their services. What you'll hear in this episode: 04:11 Concern over $34 trillion government debt grows. 06:29 Retirement tax rates favor upfront deductions. 10:11 Traditional vs. Roth, retirement dates and conversions. 14:42 Traditional 401k offers low effective tax rate. 18:12 Predictable fees, controlling for known investment costs. 21:47 "Trust market, diversify investments for personal finance.   If you like this episode, check out: How to Build Trust with Your Customers Why Just Bumping Up Prices Doesn't Cut It How to Maximize the Return on an Unpaid Opportunity   Want to learn more so you can earn more? Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide 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.

Welcome 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 diversification. If you're looking for expert insights on building a secure financial future, this episode is a must-listen! Sean Mullaney is a financial planner and writes The FI Tax Guy blog focused on the intersection of tax and financial independence. In 2022 he authored the book Solo 401(k): The Solopreneur's Retirement Account. X (formerly Twitter): https://twitter.com/SeanMoneyandTax LinkedIn: https://www.linkedin.com/in/seanwmullaney/  YouTube:https://www.youtube.com/@SeanMullaneyVideos Website: https://fitaxguy.com/ The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Shannon and the Keep What You Earn podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc., and their services. What you'll hear in this episode: 04:11 Concern over $34 trillion government debt grows. 06:29 Retirement tax rates favor upfront deductions. 10:11 Traditional vs. Roth, retirement dates and conversions. 14:42 Traditional 401k offers low effective tax rate. 18:12 Predictable fees, controlling for known investment costs. 21:47 "Trust market, diversify investments for personal finance."   If you like this episode, check out: How to Build Trust with Your Customers Why Just Bumping Up Prices Doesn't Cut It How to Maximize the Return on an Unpaid Opportunity   Want to learn more so you can earn more? See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator 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.  

On this episode of Keep What You Earn, we dive into the world of LinkedIn with expert Cassandra Thompson. Host Shannon and Cassandra explore the must-haves for a killer LinkedIn profile and how to strategically use the platform to benefit your business. From the importance of your profile picture and headline to leveraging the featured section and incorporating a company page, Shannon and Cassandra break down the core mistakes to avoid and the opportunities to seize. Join us as we unravel the secrets to making LinkedIn work for you and your business. Cassandra Thompson is a globally recognized speaker whose work casting contestants for Wheel of Fortune, strategizing on the recruitment team at Riot Games, and coaching ambitious professionals made her into a networking paragon. By leveraging the power of LinkedIn, Cassandra helps professionals extend their networking reach far beyond any single event. Backed with the skillset of industry experience and practical application, Cassandra helps her clients establish powerful connections while simultaneously increasing their professional credibility. Recently named the Top Career Channel on YouTube by The Muse, her insights have reached over 11 million people on YouTube and have been featured on high-performing podcasts as well as ABC7, CNBC, and other major media outlets. Whether it's through Cassandra's keynotes, workshops, training, or coaching you always walk away motivated and equipped with actionable steps to implement immediately. Cassandra is on a mission to get people back to building authentic, real relationships. www.linkedin.com/in/cassthompson www.instagram.com/cassthompsonconsulting www.youtube.com/@onehelloconsulting |https://www.linkedin.com/pulse/topics/home   What you'll hear in this episode: 03:52 Learned from experience, passionate about helping others. 07:35 Managing inbox with canned responses, filtering messages. 10:20 LinkedIn connections rely on mutual acquaintances, boundaries. 15:39 Newer feature allows link promotion on LinkedIn. 16:18 Auditing profile while listening for key details.   If you like this episode, check out: How to Build Trust with Your Customers Why Just Bumping Up Prices Doesn't Cut It Navigating Networking When You're Not a Fan of Events   Want to learn more so you can earn more? See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator 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.

In this episode of "Keep What You Earn," Shannon is joined by Jim Emerich, CEO of Backbone CFO, as they delve into the secrets to finding a stellar CFO for your business. They discuss the importance of hiring a CFO at the right time, the qualities to look for in a fractional CFO, and the value of having a strong professional network to support your business growth. Jim shares practical tips for evaluating and connecting with the right financial professionals. This episode offers actionable insights and valuable resources for entrepreneurs looking to make informed decisions about their financial support team. Join us as we learn from Jim Emerich about the essential role of a CFO in business growth and success.   Jim has held positions such as Chief Financial Officer and Vice President of Finance, has been exposed to financing efforts up to $100 million dollars, mergers and acquisitions, multi-year strategic planning, and more. Despite a decade of success in corporate finance, when he fell asleep at work, he knew he didn't want the mundane and decided to embark on his entrepreneurial journey. He's a husband, father of five, and the founder of Backbone CFO which he launched in 2020 with the aim of helping business owners align with the right person and strategy to find financial clarity, time, and fulfillment.    LinkedIn: https://www.linkedin.com/in/jamesemerich/ Website: https://www.backbonecfo.com   What you'll hear in this episode: 05:18 Consider fractional CFO once revenue exceeds seven figures. 07:55 Fractional CFO not just bookkeeper, CPA, tax pro. 09:16 Podcast emphasizes growth, financial management, and advisors. 13:59 Recommend understanding theory of value flow in services. 16:31 Outsourcing builds value and client reliance. 19:49 Entrepreneurs vetting, connecting based on shared values.   If you like this episode, check out: How to Create More Accurate Forecasts Why Building a Sellable Business Should Be Your Goal How to Know if a CFO Power Session is for You   Want to learn more so you can earn more? Download the Money Pro Matchmaker tool here 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.  

In 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 and actionable strategies to enhance the trust-building process in your business.   What you'll hear in this episode: 05:11 Building trust through content for business success. 08:40 Build trust through reliability and commitment.   If you like this episode, check out: Why Just Bumping Up Prices Doesn't Cut It How to Have a Successful Podcast What Latin Music Can Teach You About Business   Want to learn more so you can earn more? CFO On Demand click here 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.

Welcome to episode 470 of Keep What You Earn, the podcast where we break down complex financial concepts for entrepreneurs. In this episode, Shannon shares the ins and outs of 1099s. She covers everything from who needs to file them and who needs to receive them, to what to do if you receive a 1099 from a customer. Whether you're a seasoned business owner or just starting out, this episode has everything you need to know about handling 1099s, just in time for the upcoming deadline. So, get ready to dive into the world of 1099s with Shannon.   What you'll hear in this episode: 06:21 Contractors go through the 1099 filtration system in QuickBooks. 07:26 Consistently name payees, issue 1099, W-9. 13:46 Communicate potential tax reporting errors tactfully. Plan. 15:49 Report 1099 NEC income with Schedule C.   If you like this episode, check out: How to Stop Feeling Unprepared For Tax Time Unlocking Business Success: Mastering the Art of the Accountable Plan The Truth Behind TikTok Tax Strategies   Want to learn more so you can earn more? CFO On Demand click here 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.  

Do you cringe at the thought of tax season, wondering what ugly surprises lie in store for you? As fractional CFO to growth-minded business owners (and top podcaster) Shannon Weinstein says “You can't hot glue and duct tape your numbers forever.”Shannon dives deep into how to set yourself up for a smooth tax season, no matter your business stage:Why collecting good data is an excellent place to start (and what to do if you've been avoiding your numbers).How one small mid-year ask of your CPA can save you a world of hurt at tax time.Deciding which parts of your business financial life to handle yourself vs. outsource (hint: If it's not in your genius zone…)How to start turning your data into smart decisions that align with where you most want to take your business.Plus, a bonus guide to the types of financial pros serving expertise businesses and sample interview questions to ensure they're a fit.LINKSShannon Weinstein Website | Guide | InstagramRochelle Moulton Email List | LinkedIn | Twitter | InstagramBIOShannon is a fractional CFO for growth-minded business owners, a CPA and a teacher at heart. Her real-talk and relatable examples simplify the financial side of business so business owners like you can stop stressing and start scaling. She is the host of the IRS's least favorite podcast, Keep What You Earn, where she releases daily episodes. She is also a frequent speaker in business mentorship communities and masterminds.​BOOK A STRATEGY CALL WITH ROCHELLERESOURCES FOR SOLOISTSThe Soloist Women Mastermind (Apply January 2024) A structured eight-month mastermind with an intentionally small group of hand-picked women soloists grappling with—and solving—the same kinds of challenges. 10 Ways To Grow Revenue As A Soloist (Without Working More Hours): most of us have been conditioned to work more when we want to grow revenue—but what if we just worked differently?The Soloist Women community: a place to connect with like-minded women (and join a channel dedicated to your revenue level).The Authority Code: How to Position, Monetize and Sell Your Expertise: equal parts bible, blueprint and bushido. How to think like, become—and remain—an authority.

Hey there, on today's episode of Keep What You Earn, I'm excited to unpack how to set up for a successful 2024. I'll be diving into four key strategies to help you achieve your goals, from committing to your priorities and holding yourself accountable, to surrounding yourself with the right people and influences. Join me as we explore how to cultivate authentic relationships, seek valuable support, and navigate the confusing world of accounting and tax. Let's set a pattern of success for the year ahead and gain valuable insights on how to grow our business and personal wealth.   What you'll hear in this episode: 06:26 Utilize social media to grow your network. 10:00 Surround yourself with accountable, supportive, and loyal people.   If you like this episode, check out: [3 EPISODES WITH SIMILAR TOPICS] - use KWYE Framework, ditch categories   Want to learn more so you can earn more? Download the Money Pro Matchmaker tool here Click here to take our Podcast Listener Survey - we appreciate your feedback! 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.  

Welcome to another exciting episode of Keep What You Earn! Today, I am bringing you all the insider insights into Health Savings Accounts (HSAs) and how they can be a game-changer for saving on taxes. Joining me is none other than Austin Preece, a certified financial planner and enrolled agent, who's here to share his wealth of knowledge on all things HSAs.   In this episode, Austin and I get down to the brass tacks of HSAs, including their benefits, who qualifies for them, the opportunities for investment, and some key pointers for both entrepreneurs and employees looking to get the most out of these nifty tax-saving tools.   So, if you've ever wondered about the potential of HSAs and how they can help you keep more of what you earn, this podcast episode is a must-listen. Get ready to level up your financial game and make informed decisions about your money.   Austin Preece is a dedicated financial advisor who has carved out a niche by focusing on a segment of the population that often goes underserved in the finance industry. While many of his peers concentrate on retirees, Austin finds fulfillment in addressing the unique financial challenges faced by those who are still years away from retirement. He takes a keen interest in the complex questions and issues that arise for this demographic, providing tailored financial planning and proactive management of their assets. His enthusiasm for guiding individuals through the earlier stages of their financial journeys illuminates his practice and fills a crucial gap in the advisory landscape. Austin's approach not only showcases his expertise but also his desire to make a meaningful difference in the lives of his clients during their peak earning years. What you'll hear in this episode: 04:56 HDHP requires specific deductible and out-of-pocket limits.   07:42 HSA options for self-employed individuals explained.   11:20 Can we withdraw money from retirement accounts?   15:46 Expensive health insurance, prefer high deductible plan.   16:49 Health insurance choices: benefits vs. costs explained.   19:40 HSA contributions through payroll and alternative options. If you like this episode, check out: How to Introduce Your Kids to Money How to Pour Money Into Your Business 4 Steps to Start Your Investing Journey with Tess Waresmith   Want to learn more so you can earn more? CFO On Demand click here Click here to take our Podcast Listener Survey - we appreciate your feedback! 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.

Today we're taking a look back at 2023, and setting the stage for 2024. I'm reflecting on the milestones and challenges of the past year, giving a shout-out to the amazing team behind the podcast and their successes, such as securing the Keep What You Earn trademark and expanding into a dedicated team. I am also sharing my personal theme for the year, "ownership," and revealing the new focus for 2024: "simplify."  This episode is packed with insights and a call to action for listeners to share their word for 2024. Plus, stay tuned for exciting changes coming to the podcast.   What you'll hear in this episode: [04:47] Developing lifelong learners through training and knowledge. [08:33] Take ownership and responsibility for your actions. [10:34] Reevaluating priorities, serving the listener, seeking feedback.   If you like this episode, check out: Financial Metrics to Know for Service Based Businesses You Accomplished Your Goal. What's Next? Questions to Ask Yourself as a CEO Want to learn more so you can earn more? 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh Click here to take our Podcast Listener Survey - we appreciate your feedback! 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.  

In this introspective installment, I take you on a profound journey through my path of self-discovery, grappling with imposter syndrome, and unveiling the three pivotal keys essential for podcast triumph. Rooted in personal experiences and the evolution of the "Keep What You Earn" show, these invaluable insights are illuminated as follows:   Content: Unpacking the significance of content, I debunk the myth of 'not having enough to say' and present practical exercises to unearth potential podcast topics.   Consistency & Commitment: Unveiling the dual concept of consistency and commitment, I underscore the importance of showing up, honoring commitments, and recognizing the profound impact of regular content on cultivating a dedicated listener base.   Conversion: Beyond mere broadcasting, I emphasize the podcast's integration into an ecosystem, providing actionable insights on monetization, relationship-building, and the art of crafting compelling calls to action.   Whether you're a seasoned podcaster or embarking on your podcasting journey, this episode lays out a comprehensive roadmap to success, all the while underscoring the paramount importance of authenticity and fostering meaningful listener engagement.   What you'll hear in this episode: [2:43] Unveiling the trifecta for podcast success: The 3 C's. [2:46] Commencing with the inaugural C: Content. [6:22] Transitioning to the subsequent C: Consistency and Commitment. [9:34] Culminating with the conclusive C: Conversion.   If you like this episode, check out: How to Build a Winning Affiliate Program This Pricing Mistake is Costing You Thousands How to Maximize the Return on an Unpaid Opportunity   Want to learn more so you can earn more? Download the Money Pro Matchmaker tool here Click here to take our Podcast Listener Survey - we appreciate your feedback! 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.  

Today, Tess will share her extraordinary journey from an $80,000 investment loss to a seven-figure net worth—all by the age of 35. She's here to dispel the myths that hold you back, like that pesky belief that you're "not a numbers person," and to guide you through the world of investments with clarity and confidence.   Together, we aim to create a space where you can learn about money and investing without fear or judgment. Tess's Savvy Investor Starter Pack offers invaluable resources, and her personal story will prove that understanding the basics and finding the right financial support isn't as time-consuming or daunting as you might think.   Prepare to be empowered as we uncover the four fundamental steps to start your investing journey, unpack the importance of mindset, dive into the simplicity of utilizing index funds, and why grasping the basics is crucial before you take the plunge. Financial freedom is within your reach, and we're here to help you Keep What You Earn. Let's unlock the secrets to making your money work for you with Tess Waresmith.     Instagram: https://www.instagram.com/wealthwithtess/   Tiktok: https://www.tiktok.com/@wealthwithtess    LinkedIn: https://www.linkedin.com/in/tesswaresmith/   Website: https://wealthwithtess.com/     What you'll hear in this episode: [04:51] Challenge mental blocks, learn financial basics, overcome mistakes. [08:12] Teacher ensures understanding of financial terms from start. [13:57] Basic education is crucial for informed decision-making, whether in the stock market or when seeking financial advice. It's important to have a basic understanding to choose the right support. [19:26] Understanding money mindset, addressing blockers, setting goals [22:11] Maximize tax savings with retirement accounts. Choose simple diversified investments like index funds. [26:17] Learning basics of investing requires mindset shift. [27:10] Believe in yourself and money as a tool for designing the life you want. [30:39] Explanation of three-fund portfolio for easy investing.     If you like this episode, check out: How to Pour Money Into Your Business How to Introduce Your Kids to Money The Benefits of Business Continuity Planning with Jim Erben     Want to learn more so you can earn more? CFO On Demand click here 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.

Welcome 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 runner. She'll share her battle stories and strategies for climbing the corporate ladder, her unique approach to team building, and how advocating for fair pay is vital—especially for women in the workplace.   In this episode, we debunk myths surrounding female success and tackle the all-too-common issue of women underselling themselves during negotiation. Laura's advocacy doesn't stop there; she'll also discuss why setting clear goals and a detailed roadmap is essential to intentional planning and career success.   Expect a wealth of actionable advice as we delve into gender-specific communication behaviors, the art of negotiation, and how to maintain focus by anchoring daily tasks to your broader vision. Plus, Laura and I will reveal why it's crucial to "fire yourself" every 90 days to allow your business to flourish, as well as the importance of documenting processes for long-term stability.   Make sure you listen until the end for our special "CFO on demand" offer that's changing the game for financial support, and learn how you can connect with both me and Laura for continued learning and growth.   Strap in as we empower you to do more than just earn – let's ensure you keep what you earn. Let this episode be your starting point for the next leap in your business success story. Website: https://lauracasselman.com/home/ Instagram: https://www.instagram.com/thelauracasselman   What you'll hear in this episode: 08:28 Embrace playing the game, advocate for inclusivity.   10:38 Limiting opportunities, fostering scarcity mentality, urgent need for change.   15:00 Navigating gender dynamics and requesting to speak.   19:08 Establish objectives, document them, and strategize carefully.   21:09 Clearly defining and communicating goals is critical.   25:52 Ensuring documentation of repetitive tasks prioritizes business growth.   28:54 The 90-day cycle allows for refinement and growth.   32:22 Emphasizing transparency, self-care, and teamwork in the workplace.   36:01 Emphasizing the importance of long-term business sustainability. If you like this episode, check out: How to Make Sure Your Pay Aligns with Your Business Structure Tools for Team Accountability How to Hold Your Accountant Accountable   Want to learn more so you can earn more? CFO On Demand click here 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.

Welcome back to another episode of "Keep What You Earn"! Today on episode 442, we are delighted to have on board the amazing Bernadette Harris, a forensic accountant and a Certified Fraud Examiner, who is passionate about helping small business owners prevent fraud. Bernadette, with her 22 years of experience, is here to share some gut-wrenching stories of fraud that led some small businesses to closure, and provide vital lessons on how to spot fraud and prevent it. Some of our key takeaways today include understanding the importance of checks and balances, spotting patterns and disruptions in business operations, and how you, as a business owner, can guard yourself against potential fraud. From understanding different types of fraud such as payroll fraud or embezzlement through fake vendors, to preventing it with the 'trust but verify' principle, this episode is packed with value. So tune in, as we dive deep into the world of numbers and explore the shadowy undercurrents of fraud with our very special guest, Bernadette Harris! Bernadette Harris is an accomplished entrepreneur who is dedicated to supporting small business owners with their accounting needs. She leads her own company that provides bookkeeping, controller services and even CFO services to clients. Bernadette is passionate about ensuring that her clients have a comprehensive accounting system and fully understand their financial data. Recognizing that many people feel intimidated by numbers, she focuses on facilitating illuminating conversations to help business owners forge stronger relationships with their own figures, working towards more informed decision-making.   Connect with Bernadette Harris:    Facebook: https://www.facebook.com/TrustBernadette Linkedin: https://www.linkedin.com/in/trustbernadette/ Twitter: https://twitter.com/TrustBernadette Instagram: https://www.instagram.com/TrustBernadette Youtube: https://www.YouTube.com/TrustBernadette Website links: https://trustbernadette.com https://thebtbadvisoryfirm.com/   What you'll hear in this episode:   [06:42] Bernadette pursued education, certifications to combat fraud.   [12:08] Fraud brings hefty penalties, affecting trust/account. Payroll investigation uncovers employee deception, risk undetected.   [15:06] Pay attention to your business and vendors.   [16:18] Importance of noticing patterns, disruptions, and control.   [23:03] Deceptive assistant financially drains rockstar businessman.   [26:16] Comfort leads to theft; greed takes over.   [30:41] Forensic accountants uncover and resolve employee suspicions. If you like this episode, check out: Take Advantage of an Accountable Plan in Your Business Key Financial Metrics for Success in Product-Based Businesses Tax Deadlines You Need to Know as a Small Business Owner   Want to learn more so you can earn more? Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide 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.

In 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 financial education for women. Get ready to be inspired and empowered on this insightful episode of "Keep What You Earn"!   Hilary Hendershott is the founder of Hendershott Wealth Management, a leading financial advisory and profit consulting firm for women and couples. Hilary's mission is to motivate women and their loved ones to be financially empowered, and to thrive. Her profit consulting programs have enabled business owners to finally take control of their money, learn healthy financial habits, and grow their individual wealth by millions of dollars.   Hilary is the host of Love, your Money (formerly Profit Boss® Radio), a weekly financial podcast where she and her guests offer inspiration and actionable advice.  She's also a TEDx speaker, and has been featured in the Wall Street Journal, NBC, ABC, FOX, DailyWorth, Forbes, and Investopedia.   Hilary was recognized as a Top 40 Under 40 Entrepreneur in Silicon Valley and Investopedia named her one of the Top 100 Most Influential Advisors in the US for the past 6 years including 2023. Hilary has an MBA from Santa Clara University, and is a CERTIFIED FINANCIAL PLANNER™ professional.   Instagram: https://www.instagram.com/hilary.hendershott/ Facebook: https://www.facebook.com/hilaryhendershott/ LinkedIn: https://www.linkedin.com/in/hilarythecfp Website: https://hendershottwealth.com   What you'll hear in this episode: [03:11] Financial advisors should only be paid by clients, ensuring impartiality and prioritizing client interests. [07:20] Debt, foreclosure, and poor financial choices. [12:49] Meeting women where they're at financially. [16:28] Guide, assist, ask questions, achieve goals, retirement [22:14] Business owners sometimes forget to plan properly. Depending on the type of business, the exit strategy can vary. [28:24] Guilt about keeping money, considering other options. [35:50] Balance, risk, wealth: basics supported by intelligence. [38:58] Key to building sustainable wealth: focus, proven strategies, exit plan   If you like this episode, check out: How to Pour Money Into Your Business How to Build a Sellable Business with Arthur Petropoulos Build Systems to Build Wealth with Justin Green Want to learn more so you can earn more? Text me the word DAILY to get tips each weekday to get you into a CEO mindset!  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.  

When I first started tackling the finances of my business, I was pretty lost. The whole financial world can be so overwhelming, but thankfully, we have amazing teachers like my guest today, Shannon Weinstein! Shannon is a Fractional CFO, a CPA, and the host of the Keep What You Earn podcast. She's here to help make your finances a breeze, so say goodbye to stress and hello to scaling your business!In our chat, we dig into the details of your money and tax strategy, including who to hire and when to hire them. Shannon breaks down each of the key players for your finances and taxes, how to find the right match for your needs, and why expenses look different for online businesses. She covers it all so you won't want to miss this one! IN THIS EPISODE, WE TALK ABOUT:- (6:52) The key players to hire for finances and tax strategy- (12:50) Why it's important to separate your business and personal finances - (18:18) Advice for knowing when it's the right time to hire a bookkeeper - (26:15) The difference between a tax preparer and a tax strategist- (36:52) How to start looking for the perfect financial team fit for your needs- (40:15) Expenses that are unique to online businesses RESOURCES- Keep What You Earn Episode: Standing Out as a Coach in 2022 with Emily Cincotta- Join the CFO On Demand community HERE- Get the Money Pro Matchmaker guide HERECONNECT WITH SHANNONOn Instagram @shannonkweinstein Listen to Keep What You Earn HEREWork with Shannon HERE CONNECT WITH EMILYOn Instagram @itsemilycincottaWork with me HEREDive into my courses HERE

My guest this week is Shannon Weinstein. Shannon is a Certified Public Accountant (CPA), who brings a unique perspective to the financial world. Her journey into accounting began with a bet made with her father, igniting a lifelong passion for money. By the age of 17, she was already managing a McDonald's restaurant, gaining practical experience in financial management. Over a 13-year career in Big 4 and corporate finance roles, Shannon worked closely with executives and leaders, refining her expertise in finance. In 2019, she transitioned her focus to serve the lifeblood of our economy: small businesses. Shannon's goal is to simplify financial concepts, challenging the stereotype that accountants are dull. She believes that finances can be enjoyable, making her a financial advocate who helps clients decode their financial data with insight and a touch of fun.In this episode, Shannon shares her journey, discussing her unique perspective on lifestyle arbitrage and the reasons behind her relocation to Costa Rica. The conversation delves into thought-provoking questions on taxes, and strategies for businesses and real estate ventures, emphasizing the importance of focusing on maximizing revenue rather than merely minimizing taxes. The discussion extends to interstate business operations and the government's nuanced approach to business owners and investors. Shannon offers practical advice for those in their early business years, highlighting common mistakes to avoid. Highlights:00:21 - Shannon introduces herself, and talks about her personal and professional background02:56 - Lifestyle arbitrage and other reasons why she and her husband chose to live in Costa Rica05:55 - Why do we still pay taxes when the government can print as much money as they want07:57 - Shannon shares some strategies she advises her clients on the business side and real estate08:39 - Tax minimization should not be the main goal of a business owner11:03 - Shannon shares her insights on how businesses are doing this cycle 10:48 - You can minimize taxes by leveraging strategies as a real estate professional and what is she advising business owners on maximizing revenue14:08 - Advice to business owners who operate interstate15:40 - Discussion on how the government wants W2 employees even though they incentivise business owners and real estate investors23:07 - Common mistakes business owners make in the first few years of operating their business25:15 - What is a fractional CFOConnect with Shannon Weinstein here:  You can connect with Shannon through her website and podcast, Keep What You Earn. You can also connect with her on Facebook , Instagram, LinkedIn.Links:  Sign up to the mailing list to receive special access and content here: https://therichequationpodcast.com/ Check out previous episodes of The Rich Equation Podcast here: https://podcasts.apple.com/us/podcast/the-rich-equation/id1585002788 Let's Connect!  Instagram: https://www.instagram.com/ashishnathu/ Website: https://therichequationpodcast.com/ Sign up to the mailing list to receive special access and content here: https://therichequationpodcast.com/ Check out previous episodes of The Rich Equation Podcast here: https://podcasts.apple.com/us/podcast/the-rich-equation/id1585002788 

Enjoy a bonus conversation between Melissa and Shannon Weinstein on the Keep What You Earn! podcast where they discuss creating a conscious public relations strategy. Thanks to Shannon for having Melissa on her show to talk about PR and money matters. Resources mentioned: - Keep What You Earn!- Smart Talk: Public Relations Essentials All Pros Should Know- MVW Communications- PR Pro Gear

Schedule Your Free Kickass Couples Relationship Assessment Call today!!https://calendly.com/kickasscouplesnation/free-kickass-couples-assessment-call Say goodbye to bickering over budgets and hello to Winning Financial Strategies for Couples"! Join Kim and me as we lead a panel of financial experts in discussing practical tips and tools for couples to crush their financial goals and strengthen their relationship.Timothy Scannell, a CPA with 34 years of experience, provides wealth management services to business owners. He joined Hightower in 2008 and founded Hightower Great Lakes in 2018. Their team offers customized portfolios, proactive planning, beneficiary preparation, and change anticipation, allowing business owners to focus on running their businesses.Shannon Weinstein is a CPA and fractional CFO for growth-minded business owners, offering relatable examples to simplify the financial side of business. She hosts the IRS's worst dream podcast, Keep What You Earn, and is a frequent speaker in business coaching communities and masterminds.Aaron Thomas, a 2002 Harvard Law School graduate, is a family law expert in Georgia, representing clients in divorce, custody, child support, and prenuptial agreements. He founded Prenups.com, focusing on creating fair prenups to prevent disputes and create happy marriages.Get ready to take control of your finances and build a stronger foundation with your partner!FOLLOW SHANNON WEINSTEIN, AARON THOMAS & TIMOTHY SCANNELL:Shannon WeinsteinWebsites: www.fitnancialsolutions.com https://www.keepwhatyouearn.com/ Keep What You Earn Podcast:https://podcasts.apple.com/us/podcast/keep-what-you-earn/id1580071347 Instagram:https://www.instagram.com/shannonkweinstein/ Aaron ThomasLinktree:https://linktr.ee/prenupguyWebsite:https://prenups.com/ Timothy ScannellWebsite: https://hightowergreatlakes.com Tim LinkedIn: www.linkedin.com/in/timscannell HGL LinkedIn: https://www.linkedin.com/company/hightower-great-lakes Facebook: @HightowerGreatLakesYouTube: @hightowergreatlakesTwitter: @HT_Great_Lakes Instagram: @hightower_great_lakesContact us: info@kickasscouplesnation.com Website: https://matthewphoffman.com/kickass-couples-nation/ Facebook: https://www.facebook.com/Kickasscouplesnation Instagram: @kickasscouplesnationTikTok: @kickasscouplesnationYouTube: @kickasscouples Order the book: "Kickass Husband: Winning at Life, Marriage, and Sex" by Matthew Hoffman Book – Kickass Husband or find it on Amazon. For access to workshops with professional therapists, keynote speakers, hot seat training and more exclusive content join our online learning community at: https://matthewphoffman.com.

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/.

Schedule Your Free Kickass Couples Relationship Assessment Call today!!https://calendly.com/kickasscouplesnation/free-kickass-couples-assessment-call Say goodbye to bickering over budgets and hello to Winning Financial Strategies for Couples"! Join Kim and me as we lead a panel of financial experts in discussing practical tips and tools for couples to crush their financial goals and strengthen their relationship.Timothy Scannell, a CPA with 34 years of experience, provides wealth management services to business owners. He joined Hightower in 2008 and founded Hightower Great Lakes in 2018. Their team offers customized portfolios, proactive planning, beneficiary preparation, and change anticipation, allowing business owners to focus on running their businesses.Shannon Weinstein is a CPA and fractional CFO for growth-minded business owners, offering relatable examples to simplify the financial side of business. She hosts the IRS's worst dream podcast, Keep What You Earn, and is a frequent speaker in business coaching communities and masterminds.Aaron Thomas, a 2002 Harvard Law School graduate, is a family law expert in Georgia, representing clients in divorce, custody, child support, and prenuptial agreements. He founded Prenups.com, focusing on creating fair prenups to prevent disputes and create happy marriages.Get ready to take control of your finances and build a stronger foundation with your partner!FOLLOW SHANNON WEINSTEIN, AARON THOMAS & TIMOTHY SCANNELL:Shannon WeinsteinWebsites: www.fitnancialsolutions.com https://www.keepwhatyouearn.com/ Keep What You Earn Podcast:https://podcasts.apple.com/us/podcast/keep-what-you-earn/id1580071347 Instagram:https://www.instagram.com/shannonkweinstein/Aaron ThomasLinktree:https://linktr.ee/prenupguyWebsite:https://prenups.com/ Timothy ScannellWebsite: https://hightowergreatlakes.com Tim LinkedIn: www.linkedin.com/in/timscannellHGL LinkedIn:https://www.linkedin.com/company/hightower-great-lakes Facebook: @HightowerGreatLakesYouTube: @hightowergreatlakesTwitter: @HT_Great_Lakes Instagram: @hightower_great_lakesContact us: info@kickasscouplesnation.com Website: https://matthewphoffman.com/kickass-couples-nation/ Facebook: https://www.facebook.com/Kickasscouplesnation Instagram: @kickasscouplesnationTikTok: @kickasscouplesnationYouTube: @kickasscouples Order the book: "Kickass Husband: Winning at Life, Marriage, and Sex" by Matthew Hoffman Book – Kickass Husband or find it on Amazon. For access to workshops with professional therapists, keynote speakers, hot seat training and more exclusive content join our online learning community at: https://matthewphoffman.com.

In today's episode, Shannon Weinstein, CPA and I discuss the power behind building a personal brand, how that comes into handy when recruiting and scaling her business.  We discuss the opportunities and challenges when it comes to taking a different path and how to turn your side hustle into your main hustle. Shannon is a fractional CFO for growth-minded business owners, a CPA and a teacher at heart. Her real-talk and relatable examples simplify the financial side of business so business owners like you can stop stressing and start scaling. She is the host of the IRS's least favorite podcast, Keep What You Earn, where she releases daily episodes. She is also a frequent speaker in business mentorship communities and masterminds.​ You can find Shannon HEREKeep What you Earn Podcast HERE More on Fitnancial Solutions HERE Support the show HERE for exclusive access and bonus episodes!This is an episode that you do not want to miss!Also, if you haven't already done so already, follow the podcast on LinkedIn HERE.  I'm adding a bunch of bonus episodes to the feed and, if you're not following, there's a good chance you'll miss out.Join 1K+ women receiving  my weekly newsletter where I help YOU level up your recruiting skills, share market insights also with all the tips on how to recruit your next Rockstar HERE Thanks for listening! Support the show

In this deeply introspective episode, I share my journey of self-discovery, battling imposter syndrome, and unlocking the three pivotal keys to running a successful podcast. Drawing from my personal experiences and the evolution of the "Keep What You Earn" show, these insights have been invaluable: Content: I delve into the importance of content, bust the myth of 'not having enough to say,' and offer practical exercises to identify potential podcast topics. Consistency & Commitment: This dual concept emphasizes the significance of showing up, honoring commitments, and understanding the impact of regular content on loyal listeners. Conversion: Going beyond just broadcasting, I stress the need for a podcast to fit into an ecosystem, offering actionable insights on monetizing, building relationships, and crafting effective calls to action. Whether you're a seasoned podcaster or just starting out, this episode provides a roadmap to podcasting success, all while emphasizing the importance of authenticity and listener engagement.   What you'll hear in this episode: [2:43] What are the 3 C's for a successful podcast? [2:46] The first C is Content. [6:22] The second C is Consistency and Commitment. [9:34] The last C is Conversion.   * Related episodes: Creating a Conscious Public Relations Strategy with Melissa Vela-Williamson How to Develop a Brand Style with Tanya Smith Leveraging Collaborations for Business Growth   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: https://www.keepwhatyouearn.com/power-session-inquiry 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.

Today'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 business owners. A teacher at heart, her real-life relatable examples simplify the financial side of the business so you can stop stressing and start scaling. She hosts the IRS's least favorite podcast, Keep What You Earn, which consistently ranks in the top 200 in Entrepreneurship. She is a frequent speaker in business coaching communities and masterminds.   What you'll hear in this episode: [0:12] Episode and guest introduction. [1:22] Doing the CPA thing differently [2:55] Buying stocks at 12 years old [8:18] Shannon's father's vision for her [12:43] Shannon's view on money growing up [18:20] Ending up in Costa Rica [27:10] Tax advice on Instagram [33:32] The Augusta Rule [51:00] Inheritance money [52:30] Very first money memory   * Related episodes: 3 Steps to Hire Your Kids the RIGHT Way Protecting Your Legacy Through Estate Planning with Clara Delgado Rossell Understanding Criminal Tax Activity and The Repercussions with Robert Nordlander   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: https://www.keepwhatyouearn.com/power-session-inquiry 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.

Welcome to a groundbreaking episode of Unstoppable REI Wealth! In this riveting discussion, I, Billy Alvaro, sit down with the brilliant David Richter from Simple CFO to unravel the secrets of managing and preserving profits in real estate investing. Brace yourself for a mind-blowing conversation that will forever change the way you approach your financial endeavors. David, a seasoned real estate investor himself, flips over 850 properties, shares invaluable insights and strategies on ensuring that the money you generate from your real estate ventures stays securely in your pocket. He unveils the hidden truth behind focusing not just on top-line revenue, but also on the amount that truly fills your coffers. Prepare to have your mind expanded as we challenge the conventional mindset of sales minus expenses equals profit. We delve into the revolutionary Profit First methodology, urging you to prioritize paying yourself first and allocate a portion of every sale towards profit and personal financial security. Buckle up as we explore the profound impact of implementing Profit First in the real estate industry. Discover how this system can transform your business, empowering you to make better decisions, cut unnecessary costs, and ultimately drive your bottom line to new heights. But wait, there's more! We uncover the importance of setting up multiple bank accounts, the "golden trio," to effectively manage your business finances. These accounts safeguard your hard-earned money, ensuring that you prioritize your well-being and build a strong financial foundation. Join us on this incredible journey as we unveil the secrets of financial clarity, success, and freedom. Don't settle for mediocrity; let us guide you towards unstoppable wealth. Tune in to Unstoppable REI Wealth and unlock your true financial potential. Remember, success is not a matter of chance but a result of strategic financial management. Get ready to take charge of your destiny with Unstoppable REI Wealth and our enlightening discussion with David Richter from Simple CFO. Don't miss out on this life-changing episode! - Managing real estate profits- David's transition to finance- Implementing Profit First- Importance of financial clarity- Common financial mistakes- Multiple bank accounts for clarity- Setting up the "golden trio"- Implementing practical strategies- Importance of a CFO- Proactive financial management- Importance of a good financial foundation- David's passion for helping businesses- Promoting the book on profit first KEY POINTS[0:6:13] With the Profit First formula, entrepreneurs can expect to dramatically increase their profits by up to 300%, simply by shifting their mindset and prioritizing profitability first![0:7:5]Discover how the revolutionary Profit First system can help you maximize your real estate investments and achieve financial success with David's "Profit First Real Estate Investors"![0:11:58] By teaching individuals the essential rules and strategies of personal finance, we can empower them to take control of their financial lives and experience the joy and satisfaction that comes with financial freedom.[0:16:33] Staggering statistics show that a shocking 70% of small businesses fail due to poor financial management, illustrating the dire need for more education and discussion around handling business finances.[0:16:33] Discover how Profit First can give you unprecedented clarity into your business finances, allowing you to make smarter decisions and skyrocket your profits![0:19:13] "Don't rely on 'hope and pray' strategies to build your business – instead, set realistic financial goals and devise a plan that works around your lifestyle and aspirations."[0:25:37] Transform your business with a fractional CFO and unlock powerful financial insights to budget and forecast with confidence.[0:28:14] Discover the power of a fractional CFO to help drive your business forward: with a tailored bookkeeping system, profit-first strategies, and a dynamic CFO dashboard, unlock the potential of your business today![0:29:3] David's unparalleled business acumen is evident in his ability to build a team of highly-skilled CFOs to provide essential financial expertise to his enterprise.[0:29:58] Gaining financial freedom is a realistic goal for entrepreneurs who are willing to learn the intricate money game and master the key elements of their business.[0:29:58] The unfortunate reality is that many real estate investors suffer from crippling financial stress due to their inability to prioritize profit and pay themselves first, resulting in a serious lack of net worth. Connect with David at https://simplecfo.com/And David has a special gift just for you at https://simplecfo.com/gift/ And after that head on over to...https://easysell411.comhttps://billyalvaro.comhttps://billyssecrets.comWho knows maybe you will be our next partner?To get some neat (and FREE) Tools | Tips | Tricks to help you in REI!

Today's episode features me as a guest on "Keep What You Earn" with Shannon WeinsteinAre you wanting to: Make More Money (Passively & Actively) ? Find Peers, Mentors, Partners, and Friends (Like YOU) ? Replace your 9-5 Salary through real estate and business acquisition within six to twelve months? If So - Click the Link below and let's chat for 15 minutes. I'll coach you for free:Apply For The Action Academy CommunityFor Frameworks, Freedom Tips, and Millionaire Financial Breakdowns:Join Our Weekly Newsletter Twitter @theactionpodIG @brianluebbenTiktok @brianluebben

I am discussing the importance of negotiation in business and some tips to help you get ahead. Research and preparation are essential before entering any negotiation. Understanding the other party's position and alternatives can help you prepare. It's also crucial to understand who holds more leverage when going into the conversation.   Another critical aspect of negotiating a deal is to not fixate on price but rather on the overall value that a deal can bring. And remember, think long-term. Look beyond short-term gains and consider the potential long-term value of the agreement. Don't be afraid to walk away from a deal that doesn't benefit both parties. Sometimes, focusing on building a strong relationship is more valuable than the immediate deal.   Join me in this episode of "Keep What You Earn" to master negotiation strategies and thrive in the complex world of business negotiations.   What you'll hear in this episode: [0:50] Many aspects of business are negotiations, whether you realize this or not. [2:00] Do your homework and research before entering into any negotiation [4:28] Know who has more leverage when entering into the conversation. [6:00] Be prepared to walk away from a deal if it is not mutually beneficial. [8:00] Sometimes it is more beneficial to focus on the relationship with a person, than the deal at hand. [9:40] Focus on value, not price. [12:22] Try to not focus on the short-term outlook when negotiating, try to focus on the potential long-term value of the deal.   Related Episodes: Why 100% Employee Retention Should Not Be Your Goal with Jason Weinstein Cash Flow Series Part 1: How to Measure Cash Flow Cash Flow Series Part 2: How to Maximize Cash Flow   Resources: * 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.

Tune 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 professional. We also talk about how she decided to go all-in on her brand, Keep What You Earn, and what inspired her brilliant approach to marketing. Don't save this episode for Aprilーthe key to being tax savvy is proactivity and preparation.    What you'll hear in this episode: [4:18] Chris asks Shannon, “You walked away from your corporate gig, which paid you multiple six figures, and you've made the transition that everybody hopes to make. So start there. Tell me about this transition. Was it scary? Was it hard? How'd you do it?” [5:26] Chris asks Shannon, “What milestone did you have to hit to know that you were secure walking away from that corporate job?” [7:40] Chris asks Shannon, “You're also taking care of your husband and helping him out physically a little bit. Do you mind sharing some of that background?” [9:30] Chris asks Shannon, “Talk to me about how you reconcile this type of risk-averse personality with the risk that it requires to get into entrepreneurship.” [11:07] Chris asks Shannon, “Could you explain the difference between just being an accountant and being a fractional CFO and a tax strategist?”  [15:06] Chris asks Shannon, “When should somebody seek out a tax strategist?” [16:50] Chris asks Shannon, “How can somebody know if their tax strategist or accounting team is throwing up some red flags that they should be a little bit concerned about?” [19:59] Chris asks Shannon, “What are some more questions that somebody can ask their tax professional to know if they're truly working with the right person or not?” [22:12] Chris asks Shannon, “Would you share maybe two or three of the traps that people think they can do but they should be a little bit cautious around?” [24:17] Chris asks Shannon, “Let's say somebody buys a few outfits, and they do an all-day photo shoot. Is that deductible?” [26:00] Chris asks Shannon, “Now share one or two really fun deductions that people don't think about, or that they typically miss, even if they have just a side hustle.” [27:18] Chris asks Shannon, “I'm gonna give you some rapid-fire yes or no questions. Can you write off your cell phone bill if you have a business?” [28:12] Chris asks Shannon, “Do you have to save receipts?” [31:00] Chris asks Shannon, “Do you have a good easy system of taking a picture and storing it somewhere?” [31:50] Chris asks Shannon, “We deduct a lot of DoorDash and Uber Eats. Is that deductible or not deductible?” [34:00] Chris asks Shannon, “What about writing off the majority of your travel and making up a business reason for it?” [35:01] Chris asks Shannon, “If both you and your partner are both officers in the company, can you write off retreats?” [35:50] Chris asks Shannon, “Can you explain that Augusta rule a little bit more?” [37:47] Chris asks Shannon, “How do you determine how much you should rent your house for?”  [39:23] Chris asks Shannon, “Why did you start a podcast and commit so heavily to it?” [45:03] Chris asks Shannon, “Where can individuals turn to at least get the basic knowledge?”   * Related episodes: Deductions for Retreats and Events Worry Less About Efficiency in Your Business Unlocking The Next Level of Revenue   *Link to Chris' Show: https://podcasts.apple.com/us/podcast/the-chris-harder-show/id1215523596   * 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.

Shannon Weinstein left her corporate CPA job, started her own Fractional CFO business, and moved to Costa Rica for 50% of the year. Sounds fun right?Shannon is a CPA and fractional CFO for growth-minded business owners. A teacher at heart, her real-life relatable examples simplify the financial side of business so you can stop stressing and start scaling. She is the host of the IRS's least favorite podcast, Keep What You Earn, which consistently ranks in the top 200 in Entrepreneurship. She is a frequent speaker in business coaching communities and masterminds.https://www.fitnancialsolutions.com/mediaAre you wanting to: Make More Money (Passively & Actively) ? Find Peers, Mentors, Partners, and Friends (Like YOU) ? Replace your 9-5 Salary through real estate and business acquisition within six to twelve months? If So - Click the Link below and let's chat for 15 minutes. I'll coach you for free:Apply For The Action Academy CommunityFor Frameworks, Freedom Tips, and Millionaire Financial Breakdowns:Join Our Weekly Newsletter Twitter @theactionpodIG @brianluebbenTiktok @brianluebben

Today's episode is for everyone, no matter how much or how little you make! How do you keep more of the money you're making? That's a question relevant to everyone who earns an income. It's not for millionaires or billionaires; it's for everyone! You need to have these skills, tools, and mindsets when it comes to money. During today's episode, we welcome CPA, Fractional CFO, and Keep What You Earn podcast host, Shannon Weinstein. She is here to share her insights on financial management that will transform the way you think about cash flow and making your money work for you. Join us as we discuss goal-setting, cash flow forecasting, and why knowing your tax strategy is just as important as having a good one. We explore how to think outside of the box to create tax-free cash flow, and how to get the most out of conducting your business from home. This episode also touches on hiring your kids, the difference between a deduction and a rebait, and much more. Join us to learn more from today's inspiring guest!

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 business owners. A teacher at heart, her real-life relatable examples simplify the financial side of the business so you can stop stressing and start scaling. She hosts the IRS's least favorite podcast, Keep What You Earn, which consistently ranks in the top 200 in Entrepreneurship. She is a frequent speaker in business coaching communities and masterminds.What you'll hear in this episode:[0:12] Episode and guest introduction.[1:22] Doing the CPA thing differently[2:55] Buying stocks at 12 years old[8:18] Shannon's father's vision for her[12:43] Shannon's view on money growing up[18:20] Ending up in Costa Rica[27:10] Tax advice on Instagram[33:32] The Augusta Rule[51:00] Inheritance money[52:30] Very first money memoryConnect with Shannon:Website: https://www.fitnancialsolutions.com/mediaKeep What You Earn Podcast: https://podcasts.apple.com/us/podcast/keep-what-you-earn/id1580071347IG: https://www.instagram.com/shannonkweinstein/Related Episodes:Episode 37: The Patriarchy, Wealth Inequities and Starting a Business with Meg K. WheelerEpisode 29: Is real estate investing worth it from a tax-perspectiveClo Bare Blog: clobare.comFind me on social media at @clobaremoneycoachPlease rate and subscribe to support this channel!Free Money Guide: moneyrightguide.comFree Investing Class: lazyinvestingclass.comProduced by Elevate Media - Want to start your show? Reach out! This podcast is not intended as financial advice. Always do your own research and talk to your financial professional to discuss your situation. To read our full terms and conditions, head here:TERMS AND CONDITIONS

Today, we welcome Lynzee Krohne to Keep What You Earn. Lynzee is the CEO and Founder of LEO + LAINE and also serves as the Lead Creative Director. Lynzee started LEO + LAINE with the promise to build an agency unlike any other. One in which fun and friendships reign supreme while providing best-in-class creative solutions for her clients.    Lynzee dives into the importance of building a strong digital presence and setting goals to achieve a cohesive branding and messaging strategy. Lynzee's expertise in auditing your own digital presence will help you assess whether your marketing efforts are aligned with your goals. Remember, authenticity is key! Lynzee emphasizes the significance of creating a great first impression online that reflects your brand's values and mission.   Lynzee shares valuable tips on how to get creative and have fun with your marketing content. Her unique approach to building a marketing strategy prioritizes fun and friendships while delivering top-notch creative solutions for clients.   What you'll hear in this episode: [3:30] Introduction to Lynzee and Leo + Laine and how they operate differently from traditional marketing firms. [8:30] When starting a new business, how should you go about building a digital presence? [17:00] What are the goals that you should have established when implementing a digital storefront? [21:30] How can you audit your own digital presence and see where you stand on cohesive branding and message? [27:00] Why being authentic in your online presence and making an accurate first impression is so important? [34:00] How do you know if your marketing is aligned and what are some telltale signs that your online presence is a trainwreck? [37:45] Why you shouldn't be afraid to get creative and have fun with your marketing content.    Connect with Lynzee: http://leoandlaine.com/ IG: @leo_and_laine Facebook LinkedIn TikTok   * Related episodes: Feeling Tempted to Change Your Offers? Turning Tweets to Customers with JK Molina Copywriting Secrets to Convert with Jess Jordana Paxson   * 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.

I had the honor of being on Shannon Weinstein's podcast, Keep What You Earn. This episode is packed with tips for planning and hosting events so we wanted to also share it on the EVENTive Entrepreneur's podcast. Keep What You Earn is a podcast where entrepreneurs at all levels learn how to navigate the the financial side of entrepreneurship so they can keep what they earn and grow their business with confidence. Your host, Shannon Weinstein, is a CPA, coach, and business mentor whose purpose is to simplify the money side of business so you can build your wealth and create the life you desire. Each episode on Keep What You Earn will help you take action to unlock growth in your business through financial strategy and mindset work. Connect with Shannon! Find everything you need at https://www.keepwhatyouearn.com/ Questions about this episode? Text Shannon!: https://my.community.com/shannonweinsteincpa Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so Find me on IG @shannonkweinstein Meet Shannon 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.ht Download this free event check list with a timeline to ensure you have everything you need for a successful event! http://www.eventivebrush.com/eventchecklist Sarah Brush xo Connect with me at Sarah Brush (@eventivebrush) • Instagram photos and videos

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

This year has been a great one for Keep What You Earn! I love getting to share wisdom, answer your questions, and give advice on this platform.   We've got a 2022 recap and 2023 mindset reset for you in this episode with some excerpts from our three top downloaded episodes of the year! These excerpts should help you get your mindset dialed in for the new year and get started on the right foot. Listen to the full episodes below!   * Related episodes: 56. Simplifying Your Money with Amy Getz 64. When You Think Money Isn't Meant for You with Natalia Benson 67. What's Holding You Back from Your Dream Business with Jessica Burgio     * 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 @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.

Happy Friday Beauty Insiders! Today's episode is actually a repost from Shannon Weinstein's amazing podcast Keep What You Earn, which I had the pleasure of being a guest on this past summer!  Shannon is a CPA, coach and business mentor, simplifying the money side of things so others can build their wealth and create the money they desire! Her podcast covers business strategy, money mindset and so much more wisdom!  So excited that I get to share this episode with you! Here's a little bit about what you'll hear on the show: My own personal journey and standing out in the industry What's holding you back in your business from really unlocking your potential  Knowing your worth and value in what you offer Remembering your why I love motivating you guys to shoot for the gold in your businesses when you take that step forward! If anything resonated with you I would love to hear about it!  Find more about Shannon's podcast Keep What You Earn here!   Soul CBD: For a limited time get 20% of Soul CBD's festive Sugar Plum Gummies AND anything off their side until December 20th (a listener exclusive!) Discount Code:JESSICABURGIO Discount Link: https://glnk.io/z2pl/jessicaburgio15

This episode of Keep What You Earn helps listeners understand the different options available for retirement savings, so they can take action and plan for their future. "The more you do now for your future self, the more you'll be able to take action early and often." Jessica Searcy Kmetty is the President and CEO of Searcy Financial, a fee only registered investment adviser and financial planning firm. Jessica assists retirement plan sponsors with their leadership, stewardship, and governance responsibilities in managing retirement plans and helping both them and their employees retire with dignity. Jessica also works with blended families, divorced women and families with special needs children trying to build wealth and provide for children in a nontraditional family situation. As a business owner, it can be stressful to think about saving for retirement on top of all the other things that put pressure on you. It's important to understand the different options available to you in order to make the best decision for your situation.  In this episode, you will hear the following: 1. The different options available for retirement savings for entrepreneurs, including traditional and Roth IRAs and solo 401Ks. 2. The benefits and drawbacks of traditional and Roth IRAs. 3. The importance of taking action early and often when saving for retirement. Connect with Jessica: www.searcyfinancial.com Connect with Me: * 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 * Related episodes: 161. Should I Wait Till I Make Money Before Starting a Business? 164. My Advice on Going After Something BIG 168. Riches Aren't Always in Niches * 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.

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 professional. We also talk about how she decided to go all-in on her brand, Keep What You Earn, and what inspired her brilliant approach to marketing. Don't save this episode for Aprilーthe key to being tax savvy is proactivity and preparation.    IN THIS EPISODE, WE TALK ABOUT: The point in your business when you should seek out a tax strategist or fractional CFO  Red flags to look out for when you're talking with an accountant or tax strategist  Common misconceptions about tax write-offs and deductions  What the Augusta Rule is and how to take advantage of it  Shannon's strategy of giving away information, but charging for implementation  What you can expect to learn in the Business Financial Quickstarter    RESOURCES Use Code CHRIS for $50 off Business Financial Quickstarter: keepwhatyouearn.com/chris  Text DAILY to 310-421-0416 to get daily Money Mantras or Business Perspective messages to boost your day.     CONNECT WITH SHANNON Follow Shannon: @shannonkweinstein  Learn more about Keep What You Earn: keepwhatyouearn.com  Listen to Keep What You Earn     CONNECT WITH CHRIS Follow Me: @chriswharder Visit My Website: https://chrisharder.me 

When it comes to business finances, many people broadcast their revenue numbers but don't really talk about their profit. Believe it or not, a lot of the businesses and influencers you follow may not be profitable. They can say they're a multi-seven-figure business owner or an eight-figure CEO, but what you take home is what really matters. That's why we named this podcast "Keep What You Earn." I want to make sure you're keeping more of what you earn. To help with that, in this episode, I explain how you can know if you are profitable and how to figure out what your profit is.   * 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 Weinstein is a CPA and fractional CFO who helps online entrepreneurs build their businesses and grow with confidence while keeping more of what they earn. She delivers tech strategy services to help her clients think strategically about their money, financial strategy, and cash flow forecasting so they can reach the next level in their business without stressing over the numbers. I love Shannon's ability to make everything so approachable and easy to understand. I'm excited to have her here to dive into the things you should consider, from a financial lens, when you're thinking about making a hire for your business. You'll hear us discuss the importance of tracking your time and cash flow, factors to consider between hiring contract or full-time workers, and things to keep in mind when it comes to filing taxes.* Find Shannon on IG @shannonkweinstein* Visit her website: www.fitnancialsolutions.com* Listen to her podcast, Keep What You Earn: podcasts.apple.com/us/podcast/keep-what-you-earn/id1580071347* Connect with me on IG @jackie.koch_* Find more information on my website peopleprinciples.co

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

Keep What You Earn has made it a whole year! We have been able to exceed our expectations in terms of goals for the show. So I want to say, from the bottom of my heart, thank you so much for listening to the show and for encouraging me to continue. I have learned so much over the past year as a podcaster and want to share the lessons I've learned with you on this episode.   * Find podcast statistics here: https://www.thepodcasthost.com/planning/whats-a-good-number-of-downloads-for-a-podcast/ * Microphone link: https://amzn.to/3z8BYJI   * 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.

In This Episode: Do the words ‘bookkeeping' and ‘tax season' make you cringe? Jess is interviewing CPA and host of the Keep What You Earn podcast, Shannon Weinstein, and making the dread-filled topic of business finances an approachable one. Jess dubs Shannon as the “Queen of Grit,” and as the episode starts it is no wonder why as Shannon dives into her journey of how she became an accountant, the influence her father had on her growing up, and then– when her father passed away, the grit it took to choose whatever path she wanted to pursue. Rounding out the episode, Shannon talks in depth about the importance of our finances as entrepreneurs saying, “it's never too early” to make sound financial decisions when it comes to our businesses. In fact, financial knowledge is power, because with it we are able to notice patterns and trends that inform decisions we can make to further the success of our business. As always, cheers to your evolution!  Key Takeaways: Knowing the financial side of business is something that is necessary as the business owner. It is the foundation that supports everything else, including any employees or customers. Finances do not have to be scary or anxiety-inducing. Especially if you take the time to invest in your business and partner with finance professionals. The glamorous side of being an entrepreneur we all see on social media can be very misleading. When it comes to write-offs or how much money someone is bringing in, we have to realize that these are basically commercials that are designed to showcase the best-case scenario– there is context and nuance that must be acknowledged. Episode Resources Want me to coach you over text? Text me on Tuesdays at 973-358-7836 What is your coaching superpower? Take the FREE 60-second quiz here: jessglazer.com/quiz Key Timestamps [35:20] – The top three things to have in place as entrepreneurs, even if you feel like it isn't time yet; [37:30] – How can we deal with the shame, embarrassment, or guilt we feel about our business finances; [39:38] – The context and nuance of tax write-offs; [44:24] – Revenue is vanity; [53:38] –Rapid fire question of diversifying your money. Episode Quotes “You have to collect the data, and the longer history you have of that data, the more valuable it is because you can notice patterns, trends, and consequences of certain decisions. That's powerful– even in the early stage.” –Shannon Weinstein About Jessica DeRose Jessica DeRose is an entrepreneur and business mentor, who helps coaches build profitable online businesses. After quitting her 8-year career as an elementary school teacher and creating a multiple 7-figure business herself, Jessica is here to unlock doors you didn't even know existed. Connect with Jessica Instagram: @iamjessicaderose | @thedigitalbusinessevolution TikTok: @iamjessicaderose YouTube: Jessica DeRose  Connect with Shannon Instagram: @shannonkweinstein Website: Keep What You Earn Community

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.

Do you REALLY know the numbers in your business? My guest today shares why knowing your money will not only help propel your goals, but also create more freedom in your business (and life!) Shannon Weinstein is a fractional CFO and tax strategist serving small business owners all around the country. She has been featured in various news outlets like Yahoo Finance, FOX, and NBC. She is also the host of the top 100 Entrepreneurship podcast, Keep What You Earn. In this episode we talk about: [2:10] How Shannon started her business [5:55] How mapping out your calendar is freedom [10:00] Creating accountability for yourself [11:50] Stay focused on the financial goal and determine what it actually is [16:45] Get creative with other ways to make money while building your business [21:25] Be prepared for unknown costs [26:00] How to connect with and learn from Shannon Connect with Shannon: Instagram @shannonkweinstein Facebook @fitnancial LinkedIn Listen the the Keep What You Earn Podcast Connect with Sara: Instagram @saramayerconsulting Facebook @saracmayerconsulting LinkedIn @saramayerconsulting

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

132: Keep What You Earn(01:08-1:46) Now on this episode, I have completed an interview with Shannon Winston of Keep What You Earn podcast show, and I would like to share with you the interview done because in this show I talked about secrets of manifesting money quickly. Creating abundance in your life is not just the only ingredient to your financial success or to own your effort. You too, need another secret ingredient to own that level of success. Turning Mess into Message(04:29-04:54) I told my mom about all the different bullying situations that happened to me in school, and she told me this, turn your mess into your message now, even though I don't really get it at that point in time. But my tenacity and grit and determination grew because my mother was my source of mental and wellness and emotional support. And I persevered. And that's how I move forward.Entrepreneur Rat Race(05:48-06:38) But you see, it came to a point where I couldn't move anymore because I was stuck. I don't want to be a trainer of my life in terms of, like, I get paid, I work, I get paid, I don't work, I don't get paid. So I kind of have a quarter-life crisis at that point and ask myself this question, what am I going to do with my life? Am I going to be a slave to entrepreneurship? Now? I coined this term. A lot of people say it's the Rat Race. I call this the Entrepreneur Rat Race, which means you thought that you're an entrepreneur. You don't value your own time. You expect to be paid when you're a full-time job. But when you become an entrepreneur, you don't expect to be paid. You don't value your time. How do you spend your time every single day?Key Driver's to Mindset Shift(07:34-07:48) The key thing that shifted my mindset was the desire to change and the awareness of it. So having the awareness and desire to change, I put myself through causes. I think skill set is something that it cannot be removed from us.Gratification that most Woman HaveRewarding Yourself(09:18-09:44) A lot of women said I want financial freedom. I want financial independence. And, yes, we can give you the sense. That's why we give you the help. And it's done. Once they hit their 10K month or 20K month and then scaling upwards, I'm like, hey, what do you do with your money? Oh, I bought a Chanel bag. I bought this brand. I bought the wallet I've been eyeing for a long time. It's a childhood dream. (09:48-10:07) It's wonderful to reward yourself versus when you make the money and then you are not managing the money. You achieve that financial independence you achieve to a certain extent. You are just getting started. But if you're not managing it your financial independence could be entirely lost. Spending For Family(10:42-11:11) Family is important, but that bloodline. Or I call it the cash flow of business. It is that flow that keeps the entire business going. What if a client delays paying you? What if you needed extra emergency funds for whatever purposes, extra marketing dollars to get a few. Just maybe two more clients to get that going. So I think that will be delay gratification.How to protect your Financial Independence?(10:08-10:27) So this is one thing that I always advise women to do. Always pay yourself first. I think that's very important and use whatever that has been. I would say segmented out to pay yourself first and then use that to apportion out whatever you want to buy eventually delay gratification.(11:13-11:37) Something I will feel very practical is if you really want something that badly for yourself or for your family, why not get two more clients? I always suggest to my coaching clients would be like, find two more person who will pay for that. So you keep a base set of clients for the retainer fee or whatever that you've made. Invest back and then maybe get two more so that you can extra buffer for the item that you always wanted.Build a Team(12:28-12:46) Find a peer group like a Mastermind 3,4,5 of you. It doesn't have to be big, like a community. No, just a small group where you stay accountable, where you are supportive of each other. And there's no judgment in that group.Tips on Money Management.Hire a CFO or Chief financial officer.(13:44-13:53) you're not a person who can keep the money, hire CFO, and that was exactly what I did. I hire somebody and control my money to take care and handle for me. Get a Mentor(13:55-14:00) Really get a mentor who really guides you. What to do?Repeat one and two(14:06:14:25) Because we are entrepreneurs, we don't really listen. We have our own opinions. We have our own mindset, how we should spend our money. I would say, if you want to hire somebody, engage somebody, believe in them, fully empower them fully. And really, I would say, don't be the bottleneck of your business.Put your Goals in front of You(15:03-15:26) Put your goals in front of you because out of sight, out of mind. So that's how I work with my clients and myself. I put my goals. Let's say something we want to buy or we want to hire somebody. At this rate, we put our goals down very clearly and on the board so that we will not when we have the budget.What does Being Online Really Mean?(18:17-18:47) What online and really being there and present really means will be how are you showing up for your clients and people you serve every single day? Now there's a difference if you only serve a client by showing up once a week versus someone who is newer than you in the marketing game or online game who's showing up two to three times a day every single day for the next 365 days. (19:05-19:18) If you're going to put in only 4 hours a week versus someone who puts in 16 hours a day hustling to get things off the ground and make sure they are seen and heard, then that will make a lot of difference.How to Create your Personal Brand and Stand Out?(20:52-21:37) Create your own. I would say your own ocean your own area instead of going to a space and be number two, be rather your own category. King of category Queen. I think that would be key. Like for myself as sole rich women's founder, I'm not just a female entrepreneur network that does the usual business stuff. We are very call focused on helping women to go from offline to online to own the F-word. Now how do we do that's later on. But the messaging out there to the world is such so niche that when people think about I want to go online, I will think about Soul Rich Women, (21:47-22:08) So be very distinct on how you're serving your people. And that would be the question you need to ask yourself, which is what is the one problem that I can solve for my customers immediately right now so that in future and moving forward, they will pay me for my advice and for my service.Missing Out is part of Making Progress (22:35-23:40) The formal factor, the fear of missing out is huge. And I acknowledge that I will not say, oh, it's not there. It is. There. So the way in one key way I always get them to overcome is think about like an octopus. I don't know if you know, octopus. Octopus has eight Lakes. So think about you are building your business like an octopus. First, build one Lake until the Lake is successful most of the second Lake and then the third Lake, and then the fourth League. If I put it into a sports metaphor, it will be the golf go to a golf course. You need to hit the first, then a second, and then your third, and then to the last hole right there is a progression in everything. So don't deny the fear of missing out. Accept it. Acknowledge it. Say thank you very much for being there for me. And I just want you to get out of the door right now because I want to establish my key foundation so strong. My first Lake, my first hole, and I'm going to move through it until I'm so good at it.Message to Entrepreneurs Struggling to See their Worth.(24:33-24:50) Find five people who say and think that you are good in whatever area that you have probably helped them before because we lose confidence in ourselves. In the midst of all this online mayhem, we lose ourselves all the shiny star syndrome.(25:05-25:32) So find five friends or five businesses. I would say peer to peer support in the community that you are in and get them to say something and recognize something that is good in you or you're really good with from. Establish a confidence once again in that specific area because they don't get paid by saying what's good about you or what you have shown up for them. Right? So, hey, that's something to get started with.Switching Negative to Positive.(26:25-26:27) We often as female entrepreneurs. We beat ourselves over little things that happen, clients not paying you on time, and then you bling or something. Am I that bad? And then when clients say something, am I really so lousy? There's nothing positive that you turn around? It's always the first instinct of the negative. So I think that reading something positive or have people around you who gave you the positive environment really will help you through. Remember, alone. You are strong together. We are unstoppable. Delegation as the New Success.(27:45-28:52) In fact, it was during my cafe chain business because even though I had the money, I had the business, I had everything that I have, I didn't feel as contented. I felt that something was missing. I was not doing what I was called for. And therefore, when I exited the business with my partners, I was like, oh, we've got to exit the public listed company. Right. So we exited the I say, hey, this is it. We're going to do something about it. So that was something that I wanted to move and to shortcut women's success. I would say that to help them to get the opportunities that they would have never thought of, to have it easier than me because I lend them my giant platform my giant shoulders and let them leap off to the next phase of your life. Because success is never about glorious wins. Like you said, never about the ego, never about the wins. But it's about how you can take a step back and let other people shine as well. Key Takeaways:1. Desire to change and the awareness of it2. Turning Mess into Message 3. Delegation as the New Success4. Find a peer group 5. Get a MentorKey Resources:Subscribe to Genecia's Youtube channel: https://www.youtube.com/c/SoulRichWomanVisit SRW's website: https://www.soulrichwoman.comFollow Genecia on Instagram : (@Geneciaalluora)Follow Genecia on Facebook: https://www.facebook.com/geneciaalluora/Check Genecia's LinkedIn: https://www.linkedin.com/in/genecia/Free Resource: "Soul Why: Soul Rich Woman Blueprint" and "How to Delegate 80% of your to-do list" ---> https://be.soulrichwoman.comSecrets of Manifesting Money Quickly Online Course ---> https://shor.by/moneymindset

Just completed an Interview with Shannon Weinstein of Keep What You Earn. In this interview I shared: Secrets of manifesting success, money to Financial Independence and Freedom is not the ONLY secret ingredient for being an UNSTOPPABLE WOMAN.

Today, we're going to talk all about relationships... and YES, this is still the Keep What You Earn podcast. I'm talking about relationships in your business between you and the folks that work for you. We're going to discuss the differences between employees and contractors and how the IRS classifies them. Remember that there are several Federal and State labor laws that need to be followed based on the type of worker you hire, so apart from the tax considerations, you also want to consult with an attorney or HR professional well versed in these requirements before making any final hiring decisions.   >>> 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.

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

Planning for the future and protecting your assets is important to do even before you have them. So how do you get started. In this interview style podcast, Noelle sits down with Michael Glassford and they talk about how to keep all of what you make. WEBSITE:http://www.noellerandall.comTEL: 888-479-4542Get Noelle's FREE training here:http://www.NoellesFreeTraining.comGet Noelle's FREE book here:https://www.noellesfreebook.com/Support the show (http://www.paypal.me/noellerandall1)

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

You don't always keep what you get but you get to keep what you earn.. Let me know what your favourite part of this podcast was in the comments or on Mood Prep Online! Find the Mood Prep Online group by searching 'Mood Prep Online' on Facebook or clicking here! Subscribe to my YouTube HERE or by searching 'Mood Prep'

Join Angela Thomas & Rodney Smith for an episode of Our Own Voices Live! Today's show, "How to Keep What You Earn to Pass on to future Generations  Taylor Oblad."    Have you wondered how the rich got rich and how they keep their wealth?  It was usually from property owned and passed down from one generation to the next. Do you know how that was/is done?  Usually it was done using a will, possibly a Trust, if they were smart, with a Power of Attorney. This is especially important for African Americans to help establish, keep and pass on wealth.    About Taylor: Taylor Oblad is a native of Las Vegas who has deep roots in the Las Vegas Valley.  He is a graduate of both Cheyenne High School and UNLV, where he graduated with a degree in economics. Taylor traveled to San Diego where he studied law at California Western School of Law.  Taylor buckled down and graduated from the expedited two year law program.  While interning at a well-known estate planning firm in  Taylor created and implement both simple and sophisticated estate plans for the residents of San Diego. Taylor was most recently was a staff attorney for one of the two Chapter 13 Bankruptcy Trustees in Las Vegas, NV.     Join Angela Thomas & Rodney Smith for an episode of Our Own Voices Live! as we discuss; "How to Keep What You Earn to Pass on to future Generations  with Taylor Oblad ."