Keep What You Earn

I am so excited to share this episode with you all. We have Corey Phelps on the show today!  Corey is a coach who supports entrepreneurs by guiding them to rewire their subconscious mind, specifically around finances. She is able to speak on the subject as someone who has walked through the trial of financial debt and overcame it.  The key is to not have any shame! It is so possible to overcome yo...

In this episode I give you the keys to unlocking great strategy and getting to know your numbers better. It's not enough to just categorize transactions and never look at them again, you need to focus on what those numbers are actually telling you.  Business owners in growth mode: you need to start with performance, then get compliance in check, and finally you can get to high level strategy. Get...

Financial information can be fun and upbeat. If you don't believe me, you will after hearing this conversation with Amy Getz. Amy is a financial advisor, a CPA, and a CDFA® (Certified Divorce Financial Analyst). She believes wealth and financial freedom are for everyone. She is on a mission to educate individuals about their finances and empower them to set big goals for their financial future. An...

In this episode, we discuss how to identify the ways you're creating inefficiencies in your business.  Sara and I talk about productivity audits, where to focus your energy if all of your systems need some help, and the importance of client service, intake, and healthy boundaries. Smooth out your client intake process and learn how, when, and what to outsource in your business!   >>> Connect with...

If you listen to this show, you know that I'm an accountant (obviously) but I'm also a small business owner just like you. A lot of folks often forget that we accountants who run our own practices are also entrepreneurs. We go through our own struggles, our own fears, our own experiences just like you do.   I wanted to take this opportunity to break down 3 things that I did right, and 3 things tha...

Your transition to parent hood does not have to be a financial burden! Yes, even as an entrepreneur! We typically think of maternity leave as a "corporate" thing. In fact, many people use the parenthood leave policies as an excuse to not take the leap into their own businesses. But what if I told you that you have access to similar benefits as an entrepreneur? Better yet, what if Arianna Taboada,...

In this episode I discuss the three main problems I see with launch cycles as your only source of income. I touch on cash flow problems, scaling problems, and the pressure this creates for business owners.  Tune in for some tips on how to create recurring revenue without all the pressure to make the sales and how to retain clients to build up the community surrounding your offerings.   >>> Questio...

Let's make numbers less daunting for entrepreneurs! Melissa Houston has gone from over $100k of debt to totally financially free. And now she runs her own business helping entrepreneurs regain power over their finances. On this episode, you'll learn how to harness and own your financial power as a business owner, how your financial professional fits into that professional power, and how you can sh...

If you've been following along as I've grown my business for the last three or so years, you may not know this, but I actually had a full-time position in a Fortune 50 company during that time. I took this job when I moved to Connecticut, but I knew that the next role that I took would be a job and not a career. And that was the key difference that really set my path forward from that point on. No...

Are you late to the wealth-building party? Nadia and Nicole from the Wealth Twins join us today to discuss their journey in leaving their high-paying corporate jobs to create multi-million-dollar assets. This episode is all about demystifying wealth and investing with a goal of helping you realize how easy it can be for everyone to get on the same level when it comes to investing in the stock mark...

It's that time of year! Maybe you're paying your taxes, getting your return back, and you're disappointed that you owe or are getting back less than you expected. This episode is for you! We all have to pay our taxes but in this episode we'll discuss 3 ways you can be proactive in paying them so that at tax time each year, you're all set.    >>> Questions about this episode? Text me!: https://my.c...

Every so often you'll see some financial and tax tips on social media or blogs and think   "There's no way this can be legit". The funny thing is that often those strategies are in fact real. However, we've been conditioned into staying in the "bumper lane" with our finances because it's what we were taught. We don't want to risk it, we don't want to challenge the ways we've been taught, we want t...

I am excited to welcome Mike Derose to the podcast. Mike works alongside his wife Jess Glazer building a seven-figure business while also living life on their terms. While Jess is usually front-facing and coaching her clients, Mike is working the magic behind the scenes as the CFO, managing the financials and operations of the business. Mike and Jess spent the last year traveling the country in an...

Are you passionate about finding financial independence but not sure how to actually implement it with the right level of support and accountability? It feels like no matter how much advice you see on social media or you absorb from the personal finance gurus, it's so difficult to cultivate the discipline on your own to make things happen.   That's why I really wanted to have our guest on for this...

We're talking about how to file taxes for an LLC. Specifically what to do as a Single-Member LLC. If you're a Sole Proprietor or a Single-Member LLC operating within your state, this episode is for you.   https://www.irs.gov/pub/irs-pdf/f1040sc.pdf   >>> Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa >>> Chat About This Episode in the Keep What You Earn Commun...

Eunicia Peret is a Financial Strategy Consultant. She's the CEO and Founder of The Empowered Financial Planner. She's an accomplished financial professional and business owner with over 15 years of experience in financial strategy consulting. Her passion is to work with successful leaders and business owners who are serious about optimizing their wealth and are looking to take control of their mon...

So you may have heard about this cool tax savings trick where you can pay your children in your business and get tax-free money. I am happy to report that is 100% true and it's a legit strategy. A lot of folks question this strategy and wonder if it's shady or scheme. They like to question it because unfortunately we have been conditioned as a society to believe that some things are too good to be...

If you're starting a small business, have you ever considered skipping all of the steps that are associated with coming up with your own marketing from scratch, creating your own personal brand, and creating your own systems, processes, and recipes that you need to create a business? Do you just have that small business itch, but you're dreading the idea of having to do all of this by yourself? Th...

This is a very special episode. We decided to do a reunion of past guests from prior episodes. So if you've been listening to the podcast and you were thinking "Gosh, I love what this person shared and I wish I could ask them more questions." this is your chance.     We are doing a live Q&A with the questions you have been sending me after the episodes. So you actually have a chance to interact wi...

This week we're gonna be talking to Tina Hoang, who is a financial advisor in Dallas Texas. Her team services clients nationally providing comprehensive financial planning services. She takes the time to listen to her clients vision, which is what I love about her approach. She's more educational but also collaborative in her planning technique so that your goals can be achievable. What's so impor...

This week we're going to talk about a topic that I think is often over looked and underappreciated, especially in small business. We're going to talk about how we can keep more of what we earn by avoiding fraud and scams out there on the internet. And we're not just talking about those phishing attacks in your work emails, or those weird creepy links, or those Facebook messages from your friends w...

This week we're chatting with Sarah Dokowicz. She is a speaker, money mindset coach, and a self-proclaimed wellness junkie on a mission to get more money in the hands of women one belief at a time. She creates digital courses, engaging social media content, and her weekly podcast For The Love of Thriving. All of which are designed to empower women to live a full and thriving life based on their te...

Welcome to Part 3 of our S Corp series. In this one, we're going to talk all about the accountable plan. The accountable plan is used by S Corporation owners to save money in taxes, aside from the self-employment taxes that you're going to experience saving on just by having the S Corp.   >>> Text me!: https://my.community.com/shannonweinsteincpa >>> Fitnancial Solutions Accounting Suite: https://...

Welcome back to Part 2 of our three-part S Corporation series. If you have not listened to part 1, please go back and listen to that first because you'll better understand the context of what we talk about in this episode... Reasonable Salary.   >>> Text me!: https://my.community.com/shannonweinsteincpa >>> Fitnancial Solutions Accounting Suite: https://www.fitnancialsolutions.com/accounting >>> F...

Welcome to the first episode in the three-part series all about S Corporations. This is one of my favorite topics and admittedly, this is one of the most commonly used tax strategies that we have in our arsenal to help you save money in taxes. There is no question that you have the potential to save thousands, tens of thousands, or greater, implementing what you learn in this episode. So make sure...