Keep What You Earn

Dive into this conversation I had on "The Abundant Accountant" podcast with Michelle Weinstein. As a fractional CFO and business owner, I have been thriving by using podcast appearances as a lead generation. I share my journey running my own fractional CFO practice, and how leveraging podcasts has helped me achieve a fivefold increase in annual recurring revenue.   We dive into the nuts and bolts...

Don't miss these three must-ask interview questions that can save you from costly hiring mistakes. Learn the importance of understanding a candidate's strengths and weaknesses, gathering insights from their past feedback, and recognizing their core values to ensure a great fit for your team. Whether you're new to interviewing or looking to refine your hiring process, this episode offers actionable...

In this episode, I dive into why as a seasoned CPA and accountant, I have chosen not to handle my own bookkeeping. I share insights on the importance of outsourcing, drawing from my personal experience. Listen in to understand why delegating bookkeeping tasks, even if you're capable of doing them yourself, can lead to better business decisions, more efficient operations, and ultimately, greater su...

In this episode, I dive into one of the most challenging conversations you'll face as a business owner – informing your employees about your business exit. I discuss the importance of timing, transparency, and empathy when breaking this news. Understand the impact this conversation can have on your team and learn strategies to maintain stability and morale. From managing expectations to negotiatin...

I'm diving into an important topic for all business owners: managing employee expenses. Whether your employees are current expense-makers or you're anticipating future growth, it's crucial to establish clear policies now.   I'll share practical tips on defining reimbursable costs, setting spending limits, and creating a seamless expense reimbursement process. Ensuring these guidelines are in place...

Raising capital for your business? Drawing from my experiences with various business owners, I highlight effective strategies and common pitfalls when approaching investors. I emphasize the importance of presenting a clear value proposition, backed by solid market data and realistic financial projections.   Learn how to target investors who resonate with your mission, showcase your business's uniq...

Many business owners are overwhelmed by the current marketing hype around S corporations, and it can be confusing to cut through the noise. I explain why, in certain cases, staying with a C corporation might be more beneficial. I also highlight key tax differences between the two corporate structures. From understanding flat corporate tax rates to the implications of double taxation, I break down...

In this engaging episode, we sit down with Courtney Tarrant, the COO and owner of The Ad Girls, a female-focused Facebook and Instagram advertising agency. Courtney shares her journey of building a thriving business that has generated over $40 million in revenue for clients through a unique messaging-first methodology.   We dive deep into her focus on maintaining consistent profitability with 35-4...

Today we're taking a deep dive into the fascinating world of business valuations. Having studied this intricate subject over the past year, I am excited to demystify the process for you, explaining it through the lens of a CFO.   From selling your business to buying out a partner or navigating estate planning, understanding business valuations is key. I'll share practical scenarios and valuable in...

In today's episode, we're excited to bring you a top guest replay from 2024 that shines a spotlight on the incredible journey of Kat Norton, also known as Miss Excel. Joined by your host, Shannon Weinstein, Kat takes us through her inspiring transition from corporate life to building a seven-figure business without even starting with funnels.     Together, they explore how Kat's unique blend of cr...

Today, we're diving into one of our top guest episodes of 2024, featuring financial planner Sean Mullaney. Sean brings expert insights on the often debated topic of Roth versus Traditional retirement accounts, particularly tailored for small business owners looking to optimize their retirement savings. We'll break down the core differences, and Sean will share why both account types have their mer...

This episode features a powerful replay conversation from 2024 with Ro Shah, a sales coach for women in finance. Ro shares her expertise on why sales is a key wealth-building tool, addressing common challenges like imposter syndrome, undervaluation, and over-reliance on referrals.     Listeners will learn about proactive client engagement, the significance of mentorship, and effective lead generat...

In this episode, Shannon talks with Mike Abramowitz, an expert with over 20 years' experience and author of nine self-help books, about integrating AI into business processes.     They discuss the hurdles of delegation, valuing tasks, and optimizing teams using systems like AI. Drawing parallels to McDonald's streamlined operations, Mike highlights the 10-80-10 strategy, blending human effort and...

In this special replay of a top guest episode from 2024, Shannon welcomes Jess Glazer DeRose to discuss organic social media growth. They explore moving from initial failures to seven-figure success by embracing learning, iteration, and authenticity.       Listeners will gain practical tips for selecting the right social media platforms, experimenting with diverse content types, and staying true t...

Today, Shannon shares her appearance on The Unapologetic Entrepreneur with Amanda McKinney. This episode dives into effective and efficient content creation strategies that help capture and expand creative ideas without the overwhelm.     Listeners will hear Shannon discuss her unique approaches, such as "lazy content efficiency," capturing spontaneous thoughts for social media, and differentiatin...

In this episode, Shannon delves into the popular topic of relocating to a tax-free state. She explores the potential benefits, hidden costs, and vital lifestyle considerations one should evaluate before making such a significant move. Whether listeners are considering states like Florida, Texas, or others with no income tax, Shannon provides insights to ensure their decisions are based on more tha...

Today's episode delves into Shannon's recent appearance on David Richter's "Profit First for Real Estate Investors" podcast.     Listeners will explore key takeaways from the conversation, including the importance of understanding business financials, the concept of paying oneself first, and breaking down complex financial topics into simple, actionable advice. David, the host of "Profit First for...

Today's episode features Shannon discussing exciting changes coming to the show in 2025. Shannon will share updates including a shift to three episodes per week, adjustments to the approach for guest interviews, and the introduction of varied content formats aimed at better serving dedicated listeners. She's eager to hear feedback on these changes, so listeners are encouraged to reach out on socia...

In this episode, Shannon explores the complexities and challenges of business partnerships. She explains essential concepts like aligning equity with effort, guaranteed payments, and the importance of complementary skill sets.     Shannon also discusses alternative business models to avoid common pitfalls, aiming to keep business relationships more professional and less conflict-prone. Whether you...

In today's episode, Shannon shares why she's made the unconventional decision to not invest in a mastermind or coaching community for 2025. Instead, Shannon is turning her focus inward, prioritizing the growth and development of her team. She reflects on the valuable lessons learned from past masterminds and how bringing her team along on this journey is more crucial than ever. Shannon also reveal...

Today's episode features Katie Savarese, founder and CEO of Nova, a leading project management company.     Katie discusses transitioning from a background in mechanical engineering and a role at Uber to creating Nova. She emphasizes the importance of a strong team culture, financial preparedness, and innovative cash flow management. Discover how hiring a fractional CFO provided strategic financia...

In this episode, Shannon breaks down the concepts of horizontal and vertical integration, essential strategies for business growth. Horizontal integration involves expanding by merging with competitors, like Facebook acquiring Instagram. Vertical integration focuses on acquiring suppliers or distributors, such as Amazon taking over Whole Foods. Through real-world examples and insights, Shannon exp...

In today's episode Shannon offers invaluable guidance for entrepreneurs contemplating an exit strategy. Shannon breaks down the comprehensive process of selling a business into five essential steps—from clarifying goals and obtaining a valuation, to optimizing operations, understanding risk management, identifying the right buyer, and mastering the art of negotiation. Whether listeners are looking...

In today's episode, Shannon delves into the intricacies of bonus depreciation and the often-overlooked aspect of depreciation recapture. This episode aims to demystify these terms and explain why they might be more about tax deferral than tax elimination. Listeners will gain a clear understanding of how these deductions can impact them, particularly when it comes to selling a business or its asset...

Welcome to a special replay episode of Keep What You Earn ! Today, we're thrilled to share an engaging conversation from the CEO Glow Show, where our very own Shannon Weinstein joins host Sheila Bella for an eye-opening discussion. Titled "Shannon on CEO Glow Show with Sheila Bella Final," this episode features Shannon's personal journey and her expert insights on financial empowerment for entrepr...