Keep What You Earn

In today's episode, we'll delve into a critical milestone for businesses—knowing when it's time to bring a Chief Financial Officer (CFO) on board. You might think a CFO is only needed for large corporations or major financial moves, but that couldn't be further from the truth. We'll explore how a CFO can transform your day-to-day operations, align your business with your personal goals, and act as...

Today's episode is packed with personal stories, from my humble beginnings at Elon University in North Carolina to navigating the high-stakes world of accounting internships and interviews. You'll learn how networking, strategic thinking, and a little bit of hustle helped me secure a coveted position at EY in Boston. If you've ever wondered what it takes to break into a competitive industry or how...

In today's episode, we're diving into a topic that might surprise you: "You Don't Actually NEED an Accountant." We'll explore when it's truly essential to hire an accountant and when you can manage your finances on your own. From bookkeeping basics to the role of tax professionals, we'll walk you through a hierarchy of financial needs as your business grows. Whether you're just starting out or sca...

In today's show, we're diving deep into the art of mastering your messaging with Meghan Clor, co-founder of the digital marketing agency Automate Me. Join your host Shannon Weinstein as we explore how to effectively reach your ideal customer, optimize interactions, and scale your business like never before. Meghan shares her expertise on everything from social media strategies to DM automation, pr...

In today's episode, Shannon Weinstein and Meghan Clor dive into avoiding social media burnout while maximizing your online engagement. Meghan shares key strategies like pinning top content on Instagram, consistent posting, and intentional interactions. They discuss balancing engaging content with your business message and avoiding over-reliance on automation.   Feeling the social media pressure? T...

Today, we're diving into strategies for managing remote teams—a topic close to my heart as my business has been fully virtual since day one. I'll share key success factors, common pitfalls, and practical tips for creating an inclusive and effective remote work environment. Whether you're navigating time zones, fostering team connections, or ensuring everyone feels valued, this episode will arm you...

From the truth that your business is not meant to entertain you, to the critical insight that you can't save your way to scaling, and much more, we'll explore the underlying reasons why many businesses struggle financially. Along the way, I'll share personal anecdotes, real-world examples, and actionable advice you can implement immediately.   Stick around for a brutally honest, jargon-free discus...

In today's episode, we delve into a common dilemma faced by business owners—deciding when to invest in premium products and services. We'll explore a practical three-factor framework to help you make smart spending decisions, evaluate the worth of paying for top-tier solutions, and examine whether these investments truly generate returns or simply add unnecessary costs. Whether it's about software...

In today's episode, Shannon continues the conversion with Kirsten Halik to delve deeper into the power of community and personal branding in business growth. They'll uncover how Kirsten's personal brand has become an integral part of her product-based company, Crowned Athletics, and how she's built an engaged community that drives customer loyalty. Whether you're building a brand or pondering the...

Joining us today is Kirsten Halik, founder and CEO of Crowned Athletics. Kirsten takes us through her incredible journey of launching her business, from overcoming the odds without any industry experience to building a multi-seven-figure company.   We'll dive into the inspiration behind her chic activewear designs, her early challenges with manufacturing and marketing, and how a near-death experie...

Today, we're diving into a hot topic many entrepreneurs and individuals are curious about: the pros and cons of moving to a tax-free state. In this episode, we'll explore the idea of relocating to states without income tax like Florida, Texas, and Nevada, and whether the tax savings truly make it worth uprooting your life. We'll dig into the potential hidden costs, such as higher property taxes an...

In this episode, I recount my own recent experience with a local tanning salon that taught me invaluable lessons about guiding customers through every step of their journey. From pre-appointment jitters to the lack of clear instructions, this story highlights how even small improvements in customer communication can transform a service interaction. Whether you're an entrepreneur looking to enhance...

Today, we're diving into one of the most underappreciated yet powerful tools in your financial toolkit—the balance sheet. We'll explore how this financial statement can reveal the true health of your business, uncover potential errors, and provide insights beyond what your profit and loss statement can offer. Whether you're new to business or a seasoned entrepreneur, this episode is packed with pr...

Today, we're diving into part two of our discussion with the brilliant Alane Boyd. In this episode, we're breaking down the nuts and bolts of building efficient customer onboarding and service processes. We'll explore a variety of successful approaches to process documentation and improvement, discuss the balance between standardization and customization, and share actionable insights on communica...

In today's episode, hosts Shannon Weinstein and Alane Boyd dive deep into the importance of driving value for your business through process improvement and automation. Alane, a co-founder of Workday Ninja and expert in AI and operations strategy, shares her journey from scaling her social media agency to an eight-figure exit and now helping other entrepreneurs streamline their businesses. They dis...

In today's episode, we're diving into the ever-popular topic of scaling. But here's the twist—I'll be discussing why you shouldn't try to scale everything in your business. From understanding the difference between scaling and operational efficiency to knowing when to focus on building genuine relationships over automation, this episode is packed with practical advice that will challenge your pers...

In today's episode, we'll dive deep into the three critical internal voices that could be sabotaging your entrepreneurial journey: comparison, overwhelm, and the fear of making others feel bad. I'll share personal anecdotes and strategies that have helped me—and can help you—keep these voices at bay, enabling you to focus on what's truly important for your success. Whether you're just starting out...

Today's episode is all about navigating the complex landscape of tax rules for digital sales. As more and more businesses shift towards offering digital products, understanding the intricacies of sales tax becomes crucial. From the outdated NAICS codes to the pivotal Wayfair decision, we'll delve into how different states treat digital products for tax purposes and what you need to know to stay co...

Today, Shannon and Nikki Rausch are diving deep into the art of upselling, a critical skill for entrepreneurs striving to elevate their businesses. In this episode, Nikki shares her expertise on how to effectively use price anchoring and top-down selling to make your offers irresistible to clients. From creating curiosity to transitioning existing clients into higher-tier services, Nikki offers ac...

Today, Shannon and Nikki Rausch dive deep into the art of sales conversations that convert. In today's episode, Shannon and Nikki explore insightful strategies to make your sales process more efficient and client-friendly, emphasize the importance of not making assumptions about your customer's willingness to invest, and discuss the true value of authentic, genuine interactions in sales.   CEO of...

Today's conversation delves into a pivotal topic that many entrepreneurs face—misalignment between their sales offers and their target audience. I'll explore why your sales pipeline might be drying up, the consequences of offering high-ticket items to a mismatched audience, and the importance of ongoing market research. Plus, I'll share insights on how to align your products or services with your...

In today's episode, we'll dive into a topic that often complicates business finances—business travel deductions. Whether you're a solo entrepreneur or managing a team of traveling employees, keeping track of travel expenses can be daunting. But don't worry, I've got you covered. I'll be sharing a smart strategy using GSA per diem rates to simplify this process, ensuring you stay organized and comp...

In today's episode, we're diving into a crucial topic that often puzzles many business owners—tax estimates. Shannon tackles a common query from a member of CFO on Demand, addressing the challenges of paying estimated taxes throughout the year. She breaks down how to handle fluctuating income and expenses, the nuances of quarterly tax payments, and the importance of tracking your actual business p...

In this episode, Shannon continues her conversation with real estate investor Laura Navaquin. Laura shares creative and approachable financing strategies for real estate investing, emphasizing the importance of utilizing other people's money, building a community for support, and taking consistent action to overcome hesitations and grow in the real estate market. Tune in to discover practical tips...

In this episode, Shannon is joined by Laura Navaquin to dive into the accessible world of real estate investing. Laura shares her journey from corporate America to successful real estate investor and mentor, emphasizing the importance of mindset and building relationships in the industry. Highlighting the strategy of wholesaling, Laura demonstrates how networking and leveraging connections can be...