Keep What You Earn

In this episode, Shannon tackles the often overwhelming task of managing business travel expenses. Shannon, known for her mission to simplify money matters and empower listeners through knowledge, dives deep into practical strategies for keeping travel expenses under control. From tracking countless receipts to disputing charges and ensuring compliance with tax regulations, business travel can be a cumbersome process. No worries, though; Shannon explores effective methods like utilizing GSA per diem rates to streamline expense tracking, whether you're a solo entrepreneur or managing a team of traveling employees. Tune in for valuable insights to help keep travel expenses in check and budgeting hassle-free.  What you'll hear in this episode: 05:46 Reimburse later; upfront payments are riskier.  07:28 Maintain strict oversight on employee credit spending.  If you like this episode, check out: End-of-Year Financial Prep: Three Essential Steps for Business Owners  The Truth About Tax Savings and Strategies  Simple S Corp Salary Guide for Beginners  Want to learn more so you can earn more? Transform your small business journey – download the Small Business $tarter Kit here. Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn. 

Today, Shannon explores the transformative power of relationships in business. Fresh from her inspiring trip to Laguna Beach, Shannon shares insights gained from interactions with notable entrepreneurs like Jeff Fenster and David Norrie. Listeners will learn about the concept of relationship capital and its significance, along with practical advice on authentically connecting with others and the importance of making deposits and withdrawals in one’s professional network. The episode also delves into effective strategies for leveraging social media and business networks to cultivate meaningful connections. Whether a novice or a seasoned entrepreneur, this discussion will provide valuable strategies to enhance the quality of business relationships. Tune in to understand why top entrepreneurs prioritize relationships as the cornerstone of their success.  What you'll hear in this episode: 05:56 Reciprocity eases discomfort in asking for help.  09:44 Focus on relationships, not marketing hacks.  If you like this episode, check out: Essential Phases in Selling Your Business  Become the Director, Not the Lead Actor  The Best Way to Get Out of a Business Funk  Want to learn more so you can earn more? Get $50 off your HR audit with People Principles by using code SHANNON50 here. Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn. 

In this episode, we chat with TJ Slattery, founder of Crowsnest Consulting. Together, we dive into the essentials of scaling your business wisely, highlighting thoughtful analysis, organizational changes, and delegation.  Using the "underpants gnomes" analogy, we explain the risks of missing crucial planning steps. TJ also breaks down the importance of pro forma financial forecasts and their operational impacts. Tune in for actionable insights and real-world advice to help align your business operations with your financial goals.  TJ is a lifetime entrepreneur, small business owner, and strategic advisor with a burning desire to help other small business owners scale their enterprise and gain freedom in their professional and personal lives.   The importance of creating n holistic pro-forma to plan out your next 12 and 18months as a small business owner. Blending a financial, sales, & marketing strategy with capacity, recruitment planning, and leadership development.   Visit TJ’s website at www.crowsnestmindset.com for more information on his practice and how to contact him for an introductory call and discuss what creating a holistic pro-forma would mean for your business.  What you'll hear in this episode: 06:19 Thoughtful analysis necessary for business growth planning.  07:26 Understanding multidimensional impacts in financial decision-making.  11:28 Plan for scaling and delegating responsibilities effectively.  14:20 Pro forma scenarios for future business strategies.  19:36 Involve relevant team members in pro forma creation.  21:28 Regularly check in with team for updates.  24:33 Setting goals, teamwork boosted marketing firm's growth.  29:38 Embrace growth, trust others, let go.  32:40 Forecast triggered job quitting for life change.  36:22 Align business growth with long-term financial goals.  If you like this episode, check out: Increase Your Earnings Without the Sales Struggle  Crafting a Profit Plan That Drives Your Business Forward  Bored and Profitable Beats Busy and Broke Every Day  Want to learn more so you can earn more? 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh  Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn. 

In this episode, Shannon explores the pivotal role of risk-taking in building a sustainable and valuable business. She discusses the delicate balance between withdrawing cash flow for immediate needs and investing for long-term growth. With her personal reflections and actionable advice, this episode is essential for entrepreneurs at every stage. Tune in to discover how embracing risk can lead to greater success.  What you'll hear in this episode: 03:59 Harvesting reduces value, like extracting business cash.  06:50 Consider downsizing lifestyle for business success.  If you like this episode, check out: Increase Your Earnings Without the Sales Struggle   Crafting a Profit Plan That Drives Your Business Forward   Bored and Profitable Beats Busy and Broke Every Day  Want to learn more so you can earn more? Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4  Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn. 

Today, we're thrilled to share an insightful episode featuring Shannon’s appearance on the “She Believed She Could” podcast with host Allison Walsh. Shannon dives deep into her journey, from her initial inspiration to become an accountant to the valuable services she offers through her company. She shares practical tips on avoiding financial pitfalls, the importance of proactive tax planning, and how entrepreneurs can retain more of their hard-earned money. Allison and Shannon discuss the value of ongoing collaboration with financial advisors and why taking early steps, even simple ones like opening a business bank account, can make a significant difference. Whether you're just starting your business or looking to optimize your financial strategy, this episode is packed with actionable advice to help you succeed.  Listen to “She Believed She Could” Podcast here: https://podcasts.apple.com/us/podcast/she-believed-she-could-podcast/id1505347834    What you'll hear in this episode: 07:16 Starting simple alleviates overwhelming financial tasks. 10:56 Hire a proactive accountant for strategic tax planning. 13:14 Help maximize earnings: IRS compliance, strategy, advising. 18:34 Values clarity drives client alignment and confidence.  If you like this episode, check out: Managing Business Dynamics with a Partner  Start with This Financial Metric (Financial Priority Formula Part 1)  What Are the 3 Things You Need to Know Before Buying a Business?  Want to learn more so you can earn more? Download the Money Pro Matchmaker tool here Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn. 

In today's episode, Shannon dives into a topic near and dear to her heart—boosting your business with top-notch client care. Drawing from her extensive background in customer service, which spans from McDonald's to Big Four firms to software companies, Shannon has firsthand experience in the power of excellent client interactions. This episode takes listeners through three critical aspects of client care that can make or break a business: having a clear proposal process, ensuring a user-friendly website, and effectively leveraging client information to enhance their experience. Get ready to take notes, as these insights are designed to help create a client-focused business that not only attracts but retains satisfied customers.  What you'll hear in this episode: 05:27 Prioritize customers by responding quickly, avoid delays. 09:34 Read information provided before asking repetitive questions. 10:46 Streamline processes to improve customer service experience.  If you like this episode, check out: Acquire Cheaper and Better Customers (Financial Priority Formula Part 3)  Simplifying Sales Strategy  Lowering Your Price to Sell More?  Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions  Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn. 

Today, Shannon delves into non-traditional cash management strategies for business owners. Inspired by Shannon's experience at the Junior Achievement Steps for Success program, the episode explores various bank accounts and answers the question: "What do I do with my cash if it's just sitting in the bank?" Listeners will learn about checking and savings accounts, high-yield savings accounts, and even corporate brokerage accounts.   What you'll hear in this episode: 05:33 High yield savings, maintain reserves, consider investing.  08:11 Prioritize checking and savings for business growth.  If you like this episode, check out: Why You Should Get Financing Before You Need It  Maximize Profit and Cash Flow (Financial Priority Formula Part 2)  CFO Q&A: Should You Pay Off Loans with Extra Cash?  Want to learn more so you can earn more? Get $50 off your HR audit with People Principles by using code SHANNON50 here. Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn. 

In today's episode, host Shannon Weinstein shares a special replay of her recent appearance on the "Earn & Invest" podcast hosted by Jordan Grumet, also known as Doc G.    During their conversation, Shannon discusses her entrepreneurial journey, offering advice for new business owners on building confidence and adjusting pricing gradually. She also addresses the emotional challenges of entrepreneurship, such as loneliness and the need for self-discipline.    Listeners will hear about Shannon's transition from a corporate accounting career to launching her own business. She talks about the pivotal life events that inspired her and her future plans for keynote speaking and educating young entrepreneurs. Let's dive into Shannon Weinstein's appearance on "Earn & Invest" with Jordan Grumet.  Listen to the “Earn & Invest” Podcast here: https://podcasts.apple.com/us/podcast/earn-invest/id1440355498  What you'll hear in this episode: 05:18 Internships led to job offers by senior year.  11:45 Created company to empower instructors part-time.  13:53 Started business in 2019, learned digital marketing.  18:56 Quitting job was a long-term planned goal.  25:17 Setting meeting limits for energy and freedom.  26:23 Unique skills ease fear of taking risks.  31:57 Balancing work and leisure throughout the day.  37:54 Start small, build confidence, then raise prices.  39:57 Build a life you want through entrepreneurship.  If you like this episode, check out: Become the Director, Not the Lead Actor  The Best Way to Get Out of a Business Funk  What We Learned From "Un-Scaling" This Year  Want to learn more so you can earn more? Transform your small business journey – download the Small Business $tarter Kit here. Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn. 

In today's episode, Shannon uncovers the "Silent Business Killer"—complacency. Drawing insights from her experiences as a fractional CFO, Shannon explores how getting too comfortable can hinder a business's potential, the importance of tracking performance metrics like revenue by employee, and how to stay proactive in optimizing operations. Get ready for actionable strategies that ensure businesses thrive by maintaining a critical eye on performance and making intentional growth decisions. What you'll hear in this episode:05:43 Accountability and performance clarity drive organizational success.07:44 Track revenue per employee; a key agency metric. If you like this episode, check out: Creative Benefits You Can Offer Employees Managing the Employee Expectation Gap Strategies for Managing Remote Teams Want to learn more so you can earn more? Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4 Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

In this episode, Shannon discusses the essential phases of selling a business. She breaks down four critical stages—from making an offer and conducting due diligence, to performing a valuation and transition planning. Drawing from personal experience, Shannon offers valuable insights to help entrepreneurs navigate the complex process of selling their business smoothly and profitably. Tune in for a comprehensive guide on what to expect and how to prepare for a successful business sale. What you'll hear in this episode: 04:07 Plan for risks; consult lawyer; validate terms. 07:36 Due diligence and valuation crucial for selling. 10:23 Business transition planning involves intricate processes. 15:25 Partner with professionals, follow phases, plan transitions. If you like this episode, check out: The Best Way to Get Out of a Business Funk What We Learned From "Un-Scaling" This Year 3 Ways to Become a Better Small Business Customer Want to learn more so you can earn more? 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.