Keep What You Earn

In this episode, we tackle a common trend among entrepreneurs: the allure of starting fresh with a new venture. While evolving businesses to align with current trends and customer interests is wise, impulsively jumping into an entirely new entity can have unforeseen consequences. I'll discuss the risks of resetting your business's "birthday" and the harsh truth about how this affects your credibility with lenders, the maturity of your business, and your long-term financial strength. Hear a cautionary tale about a client who learned this the hard way and how you can leverage existing structures like dbas ("doing business as") to avoid similar pitfalls. What you'll hear in this episode: 04:40 Consider business continuity when starting new ventures. 07:17 Add value, understand long term impacts, pivot. If you like this episode, check out: The Power of Diverse Mastermind Groups for Comprehensive Growth How to Break Free from the Corporate 9 to 5 Best Ways to Negotiate Business Deals Want to learn more so you can earn more? Join Gusto today and get a $100 Visa Gift Card 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, we're peeling back the layers of business growth to reveal the personal transformation at its core. Fresh off her viral TikTok success, Kat Norton, joins us again to dive into the nitty-gritty of the spiritual and mental shifts that propelled her seven-figure empire forward—far beyond her remarkable Excel tutorials. From tackling imposter syndrome to embracing practices like Kundalini yoga, Kat opens up about her remarkable inner journey. And guess what? There's nothing woo-woo about it; it's backed by science and serious results. So, grab your earbuds, find your focus, and let's explore how changing yourself can change the game for your business Since launching Miss Excel in June of 2020, Kat Norton has grown a 7-figure course sales business and a community of over 2 million people across her social media platforms through viral Excel trick videos infused with creativity, music and dance. Her trainings are known to make Excel fun and have been featured in Forbes, Business Insider, Entrepreneur Magazine, CNBC and 50+ global news outlets. Website: www.miss-excel.comInstagram: https://www.instagram.com/miss.excel/ TikTok: https://www.tiktok.com/@miss.excel What you'll hear in this episode: 06:23 Book offers scientific explanation for law of attraction. 07:59 Finding resonance in kundalini yoga's practice. 11:15 Integrating spiritual practices into business for protection. 15:16 Clear limiting beliefs to reach your potential. 19:01 Act when you know, introspect when unsure. 21:56 Consistently provide free content to showcase expertise. If you like this episode, check out: Investing in Businesses - What You Need to Know Blue Oceans are All Around Us Pricing Blunders That Could Cost You Thousands Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry 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 chatting with Kat Norton, a.k.a. Miss Excel, on how she grew her Excel training empire to seven figures without the initial use of sales funnels. Kat shares her transition from a corporate job to making waves on TikTok, her strategy for scaling without scarcity, and the shift to a visionary CEO role. Hear about her intuitive beginnings, her spiritual approach to business, and the impact of embracing authenticity in her content. Get ready for some powerful insights on building a business that lasts! Since launching Miss Excel in June of 2020, Kat Norton has grown a 7-figure course sales business and a community of over 2 million people across her social media platforms through viral Excel trick videos infused with creativity, music and dance. Her trainings are known to make Excel fun and have been featured in Forbes, Business Insider, Entrepreneur Magazine, CNBC and 50+ global news outlets. Website: www.miss-excel.comInstagram: https://www.instagram.com/miss.excel/ TikTok: https://www.tiktok.com/@miss.excel What you'll hear in this episode: 04:55 Self-improvement, manifesting desires, and embracing TikTok. 07:24 Unexpected tech opportunity led to profitable side gig. 10:42 Embrace the idea and put it out. 14:28 Content precedes business idea, find true purpose. 17:48 Excel teaching on TikTok, unique and fun. 19:01 Engaging, fun, and immersive approach to teaching. 22:51 Self-improvement led to rapid business growth. 26:40 Business expansion, sales growth, CEO transition excitement. If you like this episode, check out: Investing in Businesses - What You Need to Know Blue Oceans are All Around Us Pricing Blunders That Could Cost You Thousands Want to learn more so you can earn more? CFO On Demand click 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, we're delving deep into the nuances of gratitude and how appreciating simple conveniences can propel us forward. I'll share personal insights into the daily choices and investments that have significantly impacted my productivity and wellbeing – from hiring a cleaning service to prevent household arguments and stress, to ordering groceries online for the ultimate time-saving convenience. What you'll hear in this episode: 04:53 Groceries delivered saved me valuable time. 08:29 Outsource personal tasks to reduce stress. 09:53 Delegate tasks, shed guilt, protect your energy. If you like this episode, check out: Creating an Outstanding Customer Service Experience Reviving Business Boredom Unlocking the Secrets of My SOPs 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, we're diving into a common frustration for business owners: Those pesky payment processing fees from platforms like Stripe, Square, and PayPal. They might seem small, but they sure add up, and many of you have been asking – can we bypass these fees without sacrificing service? We'll tackle why embracing a slight cut in your revenue for a fee can actually enrich your business's maturity and appeal. I'm sharing my take on how these fees are an investment, not just a deduction. So, stay tuned as we peel back the layers of customer convenience, business growth, and the magic of that 97% revenue you retain. What you'll hear in this episode: 04:27 Business owners prioritize customer payment flexibility and value. 08:03 Accept payment processing fees as an investment. If you like this episode, check out: Is Productivity the Same as Profitability? Building a Business with Exit Strategy in Mind The Best Places to Look to Find Cost Savings 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, we're diving into the realm of tax strategists. I'll be sorting out the hype from the truth and guiding you on whether you genuinely need a tax strategist or if you're simply buying into the marketing noise. We'll talk about the problems that a tax strategist can solve for you, why a close relationship with your CPA might be what you truly need, and how to steer your business towards wealth without letting tax worries slow you down. And for those of you stressed about high tax bills, I've got insights that might just change your perspective. Stick around to finally learn how to make tax planning empowering, not daunting. Let's get into it. What you'll hear in this episode: 07:04 California has high taxes, but estimation process. 09:17 Plan taxes around lifestyle, not vice versa. 12:37 Focus on earning, planning, and professional advice. If you like this episode, check out: How to Read Your Tax Return S Corp Salary Explained Like a 3rd Grader CFO Q&A - Tax Estimates Want to learn more so you can earn more? Join Gusto today and get a $100 Visa Gift Card 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 special episode, we have the pleasure of chatting with Tony Wilson, a CPA and CMA with a passion for simplifying bookkeeping for freelancers and business owners. We'll dive into the critical role that bookkeeping plays beyond tax preparation and discover how it can be a powerful tool for making informed decisions, optimizing financial health, and avoiding common pitfalls that can sink a growing business. From the real costs and value of hiring a professional bookkeeper to strategies for maintaining your books without breaking the bank, Tony offers his expert advice and sheds light on his program "Tax Ready Freelancer." Whether you're just starting or looking to take your business finances to the next level, this episode is a treasure trove of actionable tips. So, buckle up as we learn to navigate the financial storytelling that can transform the way you understand and manage your business's finances. Tony Wilson is a Certified Public Accountant (CPA) and Certified Management Accountant (CMA) with a passion for entrepreneurship. Since starting his first photography business in college, he knew his passion was to provide the framework for entrepreneurs to succeed. After nearly a decade combined in public accounting and Corporate America, Tony launched Accquip, an education-oriented fractional CFO and outsourced accounting services provider serving software development agencies and bootstrapped SaaS companies. By helping these tech-savvy entrepreneurs understand their numbers, Tony empowers founders with the finance and accounting acumen to make key business decisions. Website: www.Accquip.com LinkedIn: https://www.linkedin.com/in/tony-wilson-cpa Tax-ready freelancer course: https://www.accquip.com/a/2147746288/9NJQ4ELV What you'll hear in this episode: 04:17 Monitoring progress leads to proactive adjustments for success. 10:01 Begin S corp conversation at $50,000 profit. 11:08 Financial awareness empowers entrepreneurs to make decisions. 14:45 Specialist should have experience in your industry. If you like this episode, check out: The Power of Diverse Mastermind Groups for Comprehensive Growth How to Break Free from the Corporate 9 to 5 Best Ways to Negotiate Business Deals Want to learn more so you can earn more? CFO On Demand click 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'll explore why bookkeeping should be approached not as a complex mathematical puzzle but as a narrative of your business's financial journey - with special guest, Tony Wilson. We'll discuss the common mental blocks and misconceptions that hold you back and the importance of tackling your finances monthly, if not quarterly, to craft a financial tale you'll be proud of. Whether you're a seasoned business owner or just starting, Tony's insights will equip you with practical tips and an easier, more approachable way to manage your finances. So gear up to transform your money mindset and keep what you earn—one story at a time. Tony Wilson is a Certified Public Accountant (CPA) and Certified Management Accountant (CMA) with a passion for entrepreneurship. Since starting his first photography business in college, he knew his passion was to provide the framework for entrepreneurs to succeed. After nearly a decade combined in public accounting and Corporate America, Tony launched Accquip, an education-oriented fractional CFO and outsourced accounting services provider serving software development agencies and bootstrapped SaaS companies. By helping these tech-savvy entrepreneurs understand their numbers, Tony empowers founders with the finance and accounting acumen to make key business decisions. Website: www.Accquip.com LinkedIn: https://www.linkedin.com/in/tony-wilson-cpa Tax-ready freelancer course: https://www.accquip.com/a/2147746288/9NJQ4ELV What you'll hear in this episode: 03:32 Freelancers play key role in business growth. 08:21 Entrepreneurs are storytellers, not just numbers. 10:18 Approach bookkeeping like eating an elephant. 16:11 Regularly review and adjust financial storytelling monthly. 17:34 Tax preparation requires planning and financial costs. 21:10 Accessible support for using financial statements effectively. If you like this episode, check out: The Power of Diverse Mastermind Groups for Comprehensive Growth How to Break Free from the Corporate 9 to 5 Best Ways to Negotiate Business Deals Want to learn more so you can earn more? CFO On Demand click 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.

On today's episode, Shannon tackles why your name might not be the best choice for your company's identity. She'll share insights on the potential risks and long-term considerations of business naming—from privacy concerns to future growth and sellability. If you're in the throes of naming your venture or rethinking your existing business name, Shannon has the actionable advice you need. Join us for a mix of practical tips and expert knowledge, all served up in our signature judgment-free style. What you'll hear in this episode: 06:13 Avoid risks by not naming business after yourself. 07:10 Unique business names are like Taylor Swift's Easter eggs, personal and flexible. 12:25 Limited spots available for transformative business sessions. If you like this episode, check out: Do You Really Need a Business Plan? 3 Reasons to Separate Your Business Money from Personal CFO Q&A - Tax Estimates Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry 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, we're diving into a topic that may make you a tad uncomfortable but hold the key to your business's financial health – separating your business and personal finances. Despite warnings you've heard, I know it's tempting to treat your business account as an emergency wallet. Yet today, I'll unpack why blending cash from both worlds can do more harm than good – from muddled tax reporting to the dreaded scenario of an audit search party knocking on every account you own. By the end of this episode, we'll have outlined a simple habit shift that could shield you against massive headaches or legal duels down the line. Plus, we'll explore how a little one-on-one time with a fractional CFO can elevate your business beyond those revenue ceilings you're knocking your head against. What you'll hear in this episode: 06:13 Benefits of separating personal and business funds, LLC protection. 09:38 Be aware of commingling business and personal expenses. If you like this episode, check out: The Power of Diverse Mastermind Groups for Comprehensive Growth How to Break Free from the Corporate 9 to 5 3 Reasons to Separate Your Business Money from Personal Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry 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.