Keep What You Earn

A lot of folks have adopted the mindset that when there is a gap in their business, the first thing they need to do is find a person to help them close that gap. This is by no means wrong but here's the thing, we have to get more intentional about closing the correct gaps. We have to get more intentional about where we're spending our money, and our time, and our resources, and how we're prioritiz...

With any paradigm shift or change in the society that we live in, there's going to be resistance. One of our key instincts as humans is to resist change whether we know it or not. One of the key things that is changing is the environment around cryptocurrency, NFTs, other things of that sort. I think it's become more prominent as a topic. We're even talking about it on the show, right? It's not re...

As business owners, we're always chasing growth. It feels like no matter what we do, we're always hungry to get to that next level. And that's not necessarily a bad thing. But, sometimes we feel like we're starting to plateau when it comes to our income and we're not sure how to unlock that next level. This often makes us feel stuck and possibly even stresses you out. To help overcome this situati...

Sometimes as entrepreneurs the number one thing we actually need, whether or not we're asking for it, is a little tough love. We hire coaches but they turn out to be cheerleaders. And it's great if you can find someone to root for you unconditionally, but it's even better when you find that person who will challenge you, question you, and make you unpack everything going on in the back of your min...

The beauty of being an entrepreneur is that we don't have to follow a template when hiring. We don't have to follow a specific rubric. But the people side of the business can get overwhelming without the right plan in place. That's why I am so excited to share with you my interview with Jackie Serviss.   Jackie is a seasoned Human Resources Executive and Certified Executive Coach (CEC) with over a...

Accountants and CFOs are not the same thing and a CFO is not just a fancy word for accountant. But what are the differences between a CFO and an accountant? And who do you need in your business? Those are the questions I am answering on this episode.   >>> Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa >>> Chat About This Episode in the Keep What You Earn Comm...

Have you ever felt like an outsider when it comes to money?   Like it seems you missed a memo somewhere or you somehow skipped something you were supposed to learn about how money works, and how to make it work for you?   If so, then you'll love Natalia Benson's story. Natalia is a women's empowerment coach, money mentor, and astrologer living in Southern California. While you might assume that, t...

We all know that our performance as business owners and our general attitude and demeanor can be highly dependent on our physical and mental health. We have to take care of ourselves before we can take care of our clients. And I think some of us need this reminder on a frequent basis. So let's explore how you can potentially take advantage of health related costs as a business owner for yourself a...

These days you cannot scroll social media, watch the news, or talk to your friends without someone bringing up the subject of NFTs or crypto. While some may think it's a fad, many know it's here to stay. On this episode I have a guest who has recently thrown on her gear and dove into the depths of OpenSea and she's ready to teach us some of what she's learned along the way.   Lisa Seery is a perso...

When you first start a business, it can be intimidating to think, Oh God, I need to have all of this infrastructure. What do I do? How do I set up my money? What do I need in place in order to really show up as a business owner and treat my business like a business?   I want to share with you a structure that could be a game-changer in your business when it comes to managing your money, in terms o...

A question that every business owner asks is "how do I know if I am hiring the right person?" Well today we have an expert, Jackie Koch, on the show. She has a passion with helping founders and "not-so-solo-preneurs" scale and lead their teams.  We learn, for any entrepreneur, hiring is one of the best decisions if you do it the right way. Evaluate what is not in your zone of genius, where can you...

Do you want to show up as a leader in your industry or in your business but dread tough convos? Also do you feel like you get in your own way a little bit with your ego when you are pushed or challenged?   David Wood is a former Consulting Actuary to Fortune 100 companies who left his job to build a massive coaching business. He achieved the #1 ranking on Google for life coaching and was voted int...

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...