Keep What You Earn

Ali Grant is the founder and CEO of Be Social, one of the first agencies with a hyper-focus on executing influencer outreach and collaboration. Be Social specializes in influencer media and experiences for brands and digital creators. With Ali at the helm Be Social has been recognized by AdWeek, Business Insider, Fast Company, Forbes, Huffington Post, and more! If you're creating content that peop...

It can be hard to know how to ask a question in various Facebook groups or forums you may be a part of. My biggest tip is to start by asking "who can help me with XYZ?" and find the person who can answer your question before you ask it. When you're asking a question the goal is to be as clear and closed-ended as possible to make it easy for someone to answer you quickly. When answering others' que...

We've all heard the saying "riches are found in niches," and while I don't entirely disagree, I think it can easily be misunderstood. If you think that niching down will automatically allow you to command a higher price point, I disagree simply because not every niche has purchasing power. The power of niching down comes in serving a client base that is ready to pay a higher price point for the se...

Cindy Zuniga-Sanchez is the founder of Zero-Based Budget coaching LLC, which is a personal finance education platform for millennial women that are looking to achieve financial freedom. She got into the personal finance education space after graduating law school with over $200,000 of debt that she had to navigate paying off on her own. Recently, she has written the book Overcoming Debt, Achieving...

I often get asked, "What does a CFO do??". My short answer is typically that they turn data into decisions. The full answer is a much longer conversation. A Chief Financial Officer is the next step after you have solid bookkeeping in place and you have a tax pro helping you stay compliant. The CFO can then take that data and help you reach your business goals. Kind of like a business coach but pow...

Mel is a CPA, author of the #1 Bestseller, The Entrepreneur's Solution: The Modern Millionaire's Path to More Profit, Fans & Freedom, and the founder of Thoughtpreneur TM Academy & Business Breakthrough Academy where he helps entrepreneurs bring their businesses to the world and build the lifestyle that they want. Our conversation is packed with wealth-building wisdom for entrepreneurs. We often s...

One thing that surprises me about being in the world of entrepreneurship is how risk-averse entrepreneurs can be. As entrepreneurs, we've accepted the inherent risk that comes with owning our own business, but many folks are still playing small. Many entrepreneurs are risk-averse in the sense of fear. They fear rejection or struggle with limiting beliefs. I want to offer my advice, if you're strug...

Rob and Kim Murgatroyd are a husband and wife team who provide coaching and masterminds for business owners who are sick of the nine-to-five grind and cycles of burnout. They teach business owners how to live their life without excuses and without deferring enjoyment until after the next milestone. I'm excited to have them on the show. Rob and Kimthey jam-pack a ton of value and entertainment into...

Lia Key is a bright shining light with the most inspiring story. She grew up in poverty and today she is a successful businesswoman and founder of Valencia Key Wearable Joy. Influenced by her mother to realize that her circumstances did not have to define her, Lia was able to follow her dreams wherever they led her. She saw the inspiring women she met along the way using their business to bless ot...

The ultimate chicken and the egg debate... Which should come first, making money as a business or setting up the business entity? I'm in favor of setting up the business entity, EIN, bank account, and everything else you need from the start! When you have a clear idea of what you'll be offering and you see your business going somewhere, there's no reason to wait. However, there are a few reasons I...

Jeremy Wells, CPA, EA, helps agency owners build profitable, sellable businesses. He runs JWellsCFO, an accounting and advisory firm which has operated since 2018. He co-hosts the CPA Advisory Show, a weekly podcast about how accountants can be more helpful advisors for their clients. He's a great resource to understand all things concerning partnerships! We discuss the importance of appropriately...

The journey of entrepreneurship is different for everyone. I started Fitnancial Solutions back in 2015 with just an idea and a logo but in 2019 things started to pick up and I started to take it more seriously. I've realized that these four things are what it took for me to double my revenue every year. I'm always reaching up, taking action, learning more, doing what needs to be done, and then try...

There are few tell-tale signs that it's time to hire (besides burnout). We can't wait to hire until we're so burnt out that we can't continue on. So how can you know when you can afford to hire? The key lies in your cash flow. You need to be aware of your cash flow forecast and how hiring will affect it. Consider the cost, but also how much time and money you can make with your freed-up time. Foll...

In times of economic uncertainty, it's easy to listen to the negative voices and negative self-talk in our heads when it comes to money. This is especially true for business owners and entrepreneurs because we're already subject to more risk than a typical salaried employee when it comes to how and when we'll earn our next dollar. That's why I am excited to have Belinda Rosenblum on the show.   Be...

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...

As I was building my business, I consistently listened to podcasts. One of my staple podcasts was the Small Business Tax Savings Podcast, hosted by Mike Jesowshek. I am looking forward to today's episode because Mike is today's guest. We are actually doing a cross-over episode between our two shows. I took a lot of inspiration from his podcast as I was building my business so this is a really cool...

We often use cash as a financial thermostat that dictates how we feel about our business, but I don't want that to be the case for you as a business owner. I want you to think about cash objectively and as a metric to measure, not as a trigger for emotion. To help with that, I am going to unpack how much cash you should have in the bank at any given time.   * Find everything you need at www.keepwh...

Seeing more in-person events pop up recently has rekindled my energy to get back into speaking and doing live training. This has me thinking about all the entrepreneurs diving back into in-person events, writing their first book, or promoting their work by speaking on stage. I'm dedicating this episode to entrepreneurs who are looking to understand the tax deductions that may be available to them...

As an entrepreneur, it is exciting to meet someone with a similar mindset as me in business. This is especially true in the tax and accounting industry, where it is so easy to fall into old habits and continue doing things the way they've always been done. So it was refreshing to meet Kristen Engeron. Kristen is the President of Legacy Consultants, LLC, which provides outsourced CFO and controller...

As a CFO, one of my goals is to bring out the qualities in my clients that help them shine as CEOs. I've recently spent some time unpacking what it takes to be a CEO and what it takes to step into a CEO mindset. I ended up with a short list of things that I believe drive a CEO's approach to problems and help you show up as a CEO. I'm going to share that list with you, along with relatable examples...

Investing in cash flow assets is always a theme on this show, and one of the best ways to do that is to invest in real estate. There are many different ways to invest in real estate. Regardless of how you invest, taxes can feel complicated. That's why I invited Sheena Braulick to the show to help you sort through this and understand the options.   Sheena is a CPA with 13 years of experience. She i...

It feels like "recurring revenue" is a buzzword these days, right? Many accounts and CFOs will tell you that you need to increase recurring revenue. To me, recurring revenue is a source of stability that offers peace of mind in knowing that money will come in regardless of whether I am at my desk or not. I want that same peace for you, so I am sharing a few concepts that I instill in my clients an...

Because the final tax deadline for 2021 is approaching, I am sending out a refresher episode to review the tax deadlines and what an extension really means. Spoiler alert: an extension is NOT the same as a snooze button.   * Find everything you need at www.keepwhatyouearn.com ! https://www.keepwhatyouearn.com/ * Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa *...

When it comes to entrepreneurship, there's more to it than just finances. There are multiple dimensions to your business and there are multiple reasons to stay open and serve your clients and your team. One of the key ways to do this is to improve your skill set, leadership skills, and how you show up for other people. Using the enneagram personality test is a great way to help you achieve this. I...

Jason and I are on a road trip and want to share another one of our conversations with you. We're talking about how our experiences in business school related to running a business and managing a team, things we did and did not learn, and how we disagree with a lot of what we learned.   * Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa * Chat About This Episode...