Keep What You Earn

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...

This week we are talking to one of my friends. A father, husband, entrepreneur, artist, and actor, Andrew Hovelson. Andrew currently runs Southwestern Students Edge, a leader in habit based life coaching for teens and young adults, where they continue to strive to be the number one growth and development company for young people in the world. Andrew helps Generation Z develop skills and ways of th...

Today I'm so excited to have Katie White on the podcast. Katie is the owner of Cents and Balance Bookkeeping Services. She is a bookkeeper and an enrolled agent who has a passion for relieving small business owners of the stress and overwhelm often felt when they start looking at their numbers. Katie is also the founder of Balance Your Books, which is a group membership program for business owners...

This week we're welcoming Christine O'Reilly to the podcast. Christine runs a virtual CFO bookkeeping and accounting practice, much like myself. After spending ten-plus years in the private and public accounting world, she decided to bring her skills to entrepreneurs and businesses. What started as having a love of numbers, turned into helping CEOs take control of their business numbers and make d...

This week I am so excited to introduce you to our special guest, Genecia Alluora. Genecia is the founder of Soul Rich Woman, which is the number one female entrepreneur network in South East Asia, connecting more than 200,000 women across the region in the Soul F Membership Program. For the past 17 years, Genecia has been coaching celebrities, CEOs, and politicians to be seen as leaders on stage....

I am so excited to welcome to the podcast my bookkeeper, Christina Fatum. She has over thirty years in the industry as a bookkeeper. She tells a little bit of that story today of how she got started with bookkeeping and why she has a passion for it. Why I love working with her, is that she and I have a very similar sentiment around new business owners, serving business owners, and making an impact...

This episode is for any business owner, freelancer, and anyone who hires a freelancer or service provider. Basically, this is for everybody if you own some type of business. It is really important to understand your responsibilities when it comes to these 1099s because it can add up to massive penalties, and it can also affect other business owners. I'll explain why and everything else in this epi...

This week we're going to be talking with Rachel Richards. Not only does Rachel talk about how she was able to accomplish so much financially at such a young age, but she also talks about some of the struggles and obstacles in her way of making that happen. Which I know all of us can relate to as entrepreneurs.     Here's a little bit about Rachel if you don't already know her... At the age of 27,...

As we're nearing the end of 2021 and we're heading into 2022 not only do I wanna share as many tax tips as I can on how to minimize your tax bill for 2021. I also don't want to lose sight of the fact that 2022 is set up for success if you do a few of these key things to set yourself up for a great 2022 when it comes to tax savings. So let's talk about what seeds we can plant on January 1st that wi...

This week on the podcast we're welcoming Serena Shoup. Serena is a CPA running a virtual bookkeeping business called Of Course Bookkeeping, focusing on accounting and strategy for course creators and online experts. What I love about Serena is that she is super niche in the course creator space. She also mentors other bookkeepers and accountants in her brand The Ambitious Bookkeeper. She has a ver...

So today we're going to talk about how you can deduct your holiday party. Believe it or not, it's easier than you'd think. However, there are some rules to keep in mind to do this the right way.   >>> Text me!: https://my.community.com/shannonweinsteincpa >>> Fitnancial Solutions Accounting Suite: https://www.fitnancialsolutions.com/accounting >>> Find me on IG @shannonweinstein: https://www.insta...

Is sales something you look forward to? Is it something that you struggle with? Is it something that you're trying to master and feel like you're doing your best to execute on but still feel like it's not quite there, or you're just not naturally built for sales? Well, this is a great episode for you! We are going to be talking with sales coach and mentor Jillian Murphy. She is an expert on the ar...

How do you measure the financial health of your business? Most business owners, especially when they're first starting out, tend to look at just the cash balance. You might check your bank account balance and think "Hey, I've got more than I thought I did" or "Oh boy, I didn't know I had that little left in my bank account". Using a bank account balance to measure the financial health of a busines...

This week we are going to be talking with Caitlynn Eldridge. I'm really excited to introduce Caitlynn to you. She is a fellow CPA, CEO, and she's working with many female small business owners online. You'll notice that she and I have a very similar background and we definitely have a similar ethos when it comes to our love for accounting and taxes but also our love for helping small business owne...