Keep What You Earn

Jasmine is the epitome of authenticity, sharing her truth through all stages and seasons of growing her businesses and dealing with the challenges they present. Although successful in her own right, Jasmine has endured countless challenges but remained resilient and, in this episode, teaches how she finds the answers she needs to grow forward.   After getting her start in the entrepreneurial world...

Does your business bore you? At times, maybe you feel like you are back to working a job and dreading the Mondays. I hear even the most successful entrepreneurs express boredom and disdain for their incredibly successful businesses all the time because they are simply bored. Today, I share my perspective on business boredom and how to minimize distractions.   What you'll hear in this episode: [1:5...

Have you heard that you're not charging enough?...Who hasn't?!? We are constantly encouraged, sometimes pressured, into raising our prices in order to grow our revenue. While that may seem to be the obvious driver, it's not always the answer. There is more to it than that and in this episode, I cover the ways to recalibrate your revenue in a more sustainable way.   What you'll hear in this episode...

Change drives growth, but at the cost of comfort. Today, we dive into the ways to foster positive change in our business, company culture and life with change management expert Will Hill. Will works a lot with professional service companies like accounting firms, but the principle of change management and change communication are universally applicable and often overlooked in business.   Will is t...

I hold the belief that every business owner should construct their business with the perspective that it may eventually be sold. This perspective isn't rooted in the assumption that everyone necessarily aspires to sell their business. Rather, I firmly contend that adopting this mindset empowers you to establish enduring processes and systems, capable of enduring the test of time, regardless of you...

I always love chatting with fellow fractional CFOs and today is no exception. I am joined by Staci Millard, a CFO from Canada who is a fellow entrepreneur and has already exited her business. We discuss common trends we see with business owners and how to avoid major missteps in your path to scaling.   Staci Millard is a mom of 2 and multi-passionate entrepreneur. She grew and sold her first seven...

It may be hard to believe, but your accountant is human too. They may make mistakes or miscommunicate with you and it can lead to a significant financial impact. Today, I share the ways to make sure your accountant is living up to their promises and how to communicate effectively with them to ensure success for everyone.   What you'll hear in this episode: [0:35] If you are feeling uncomfortable w...

Ahh, the timeless dilemma: the choice between hiring employees or contractors for your business. In this engaging podcast episode, our expert delves deep into the factors that influence this decision. With a wealth of practical insights, you'll gain a clear understanding of the tax implications, levels of control, cultural considerations, and growth strategies associated with both options.     Wha...

Get Ready to unlock the power of real estate investing and save big on taxes. The game-changer known as Cost Segregation is like equipping your commercial property investments with a turbocharged engine, propelling your deductions to new heights.   Don't let your hard-earned dollars gather dust in the IRS vault. Instead, seize the power of Cost Segregation and reduce your tax liability. It's time...

Explore a vital question often overlooked: Assets vs. Expenses. Discover tax-saving strategies by distinguishing between them. Learn how categorizing expenses as assets can ease tax burdens.   What you'll hear in this episode: [1:25] Defining Business Expenses [1:56] Understanding Business Assets [3:00] Tax-Friendly Expense Spreading [4:50] Safe Harbor Threshold Explanation [6:15] Maximizing Tax D...

Have we even begun to grasp the potential of AI technology? I don't think so, but I also don't think we even know where to start. That's why I called Jim! After this conversation, I left feeling so energized by all of the ideas on how to use this technology in our practice and I know you'll feel the same. Grab a notebook and your Asana board and let's go.   Jim Carter III, a seasoned founder, Fort...

The subject of money conjures up a lot of emotions, including shame, insecurity, guilt, and stress. The good news is that it doesn't have to be that way. Join me for this episode with my pal and fellow fractional CFO, Bridgette Boucha to discuss the money habits and rituals that will help you step into a mindset of abundance in your business and eliminate fear.   Bridgette Boucha (boo-shay) is a s...

Drawing from my time at a big four firm, I introduce the "What Could Go Wrong" methodology, a pivotal lesson that's reshaped my business approach. In this episode, I explore how this concept can preemptively tackle challenges, from email campaigns to landing pages. By understanding and anticipating issues, we can craft bulletproof systems, ensuring our customers always feel supported. Dive in to l...

You may have heard me refer to myself as a fractional CFO. But, what does that actually mean and what should a fractional CFO be doing? We tackle this on the show today with guest Michael King. Michael is the CEO and founder of KFE Solutions, which is the top rated fractional CFO fir in Dallas, TX. He is also the founder of the CFO Accelerator, where he coaches and mentors other fractional CFOs to...

Ever pondered if those trips to the supermarket could be a business expense? Being an entrepreneur, I recognize the importance of good nutrition for peak performance.   Shouldn't that make my grocery runs deductible? I'll delve into this query and explore some scenarios where your groceries might just be deductible.   What you'll hear in this episode: [1:28] Exploring the criteria for deductible i...

I hope you're ready for an enlightening conversation about planning and organizing your business, especially when it comes to preparing for your future or unexpected events.     What you'll hear in this episode: [0:50] Introduction to Julee [2:54] What is succession and continuity planning? [6:52] Creating and setting up a delegation playbook and how that works with succession and continuity plann...

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 o...

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...

We are diving into the heart of entrepreneurship — making a real impact. We're diving into the deep connection between business and community with Dr. Rashida Weaver. She's a true pioneer in the world of global social entrepreneurship and her research, which happens to be the very first comprehensive study of social enterprises in the US, gives us a fresh take on how businesses can be a force for...

We are diving into the concept of company culture and its significance. Intentionally crafted actions play a pivotal role in building a company's culture, and even actions taken without conscious intent contribute to this culture-shaping process.    Caroline Pennington, an accomplished executive search recruiter with extensive experience, joins the show today. Caroline's background spans recruitin...

If you're not yet looking for a CFO but want to know what we do and what value we bring, I have an example to share with you that we use with our clients.   One aspect of a CFO's responsibility is to take a deep dive into your business's income to help you maximize it. I am going to walk you through what that process generally looks like and provide some tips you can implement on your own.   If yo...

Wealth creation is something that is attainable for everyone. With proper planning and a good strategy, anyone can set themselves up for a financially free future. My friend and mentor, Mel Abraham, joins me on the show today to share how to set yourself up for a financially free future.   Mel is the founder of Thoughtpreneur Academy and Business Breakthrough Academy where he helps entrepreneurs b...

How did your most recent launch unfold? Did it meet your anticipated success, or did it fall short of your expectations? If the latter is the case, have you taken the time to dissect the factors that might have led to shortcomings? If not, there's a possibility that you're overlooking valuable insights that could pave the way for success in your next launch.   Join in to discover my approach to or...

Most entrepreneurs leave their corporate jobs to pursue some aspect of freedom - be it financial independence, flexible schedules, or reduced obligations. Amy Porterfield joins me today to share her journey from a corporate career building someone else's brand, to building her own business centered around digital courses and time freedom.   Amy is an ex-corporate girl, New York Times bestselling a...

Business owners often use their personal items to conduct business and do not always take advantage of the associated tax benefits. Most people know about the home office deduction and vehicle mileage, but there are many more opportunities that you can take advantage of as a business owner structured as an S corp.   The accountable plan is used by S Corporation owners to save money in taxes, aside...