Keep What You Earn

As technology advances and hackers, along with AI, become more sophisticated in their approaches, the significance of cybersecurity continues to grow. Irrespective of the specific technology in play, it's ultimately your responsibility to take measures to safeguard yourself and your business. I hope that today's discussion with Dr. Seth Nielson serves as the motivation you require to truly prioritize your cybersecurity efforts. Dr. Seth James Nielson is a cybersecurity expert with specialties in forensics, cryptography, network security, and the security of data (including privacy). Dr. Nielson has worked for companies of all sizes, has testified as an expert in court cases, and teaches as an adjunct at the University of Texas at Austin. What you'll hear in this episode: [4:45] How did Dr. Nielson get into cybersecurity and why is he so passionate about it? [7:30] What are some of the fundamental things that you should do online to protect yourself from hacking? [10:56] Why is a password manager so effective even when we are told not to put all of our information in one place? [13:00] Why do business owners need to be especially vigilant with their cybersecurity? [20:34] What are some habits that we can instill while on the internet to make sure we are being as safe as possible? [25:56] The importance of verbal validation when completing financial transactions with individuals over the Internet. [34:21] What are some other basic things that are highly important to cybersecurity? Connect with Seth: https://www.linkedin.com/in/sethjamesnielson/ http://crimsonvista.com/ Discovering Cybersecurity - A technical introduction for the absolute beginner * Related episodes: Want to Leave Your Corporate Job? It's Easier Than You Think Protecting Your Legacy Through Estate Planning with Clara Delgado Rossell How to Manage Remote Teams Tactical Resources: 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator Additional Resources: Find everything you need at https://www.keepwhatyouearn.com Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa Hire us: https://www.fitnancialsolutions.com/accounting Find me on IG https://www.instagram.com/shannonkweinstein/ Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ 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.

Transparency online can be especially important as you are building your business. Not only does it show your followers that you are a human, have emotion, and care about your product or service, but it also helps establish your credibility with your followers as someone who isn't solely there to make a dollar. That said, improper sharing online can actually have the opposite impact on your business if what you are sharing doesn't have value to your potential customers. Tune in to hear my opinion on what should, and should not, be shared online in regards to your business. What you'll hear in this episode: [0:55] What is one of the best ways to build trust online? [1:57] In my opinion, what is too much transparency online? [4:20] Consider if what you are sharing online helps enhance your credibility in your field. [7:51] Vulnerability without value is just vanity. [10:44] Authenticity vs Transparency * Related episodes: Want to Leave Your Corporate Job? It's Easier Than You Think How to Maximize the Return on an Unpaid Opportunity The Two Best Ways to Gain Clarity on Your Next Steps Tactical Resources: 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator Additional Resources: Find everything you need at https://www.keepwhatyouearn.com Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa Hire us: https://www.fitnancialsolutions.com/accounting Find me on IG https://www.instagram.com/shannonkweinstein/ Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ 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.

Planning for the future of our business is something that we all have probably considered, but often push off as unnecessary or unimportant. This may be because you are young and healthy, or because you don't expect your business to become your primary asset as you age. Either way, life is unpredictable and we never know what can happen. For this reason, it is essential to have a plan in place for your business in case something happens to you as the owner, to protect not only your business but also your family and personal assets. Jim Erben joins me today to discuss the importance of having a plan, and how to get started. As an international speaker, Jim shares his 30+ years of experience with thousands of business leaders annually. He is well-known for his straightforward approach to succession or exit planning, business continuity, and executive retention. Jim's proprietary process helps business owners navigate the complexities of succession and exit planning to help create an everlasting legacy. What you'll hear in this episode: [3:15] What are some of the major reasons that people seek out succession planning? [5:28] What is entailed in exit planning, continuity planning, and succession planning? [11:22] Is there such a thing as "too soon" to begin planning? [12:56] What can possibly happen if there is no plan in place and something happens to the owner? [17:07] What are the core elements that must be part of a good succession plan? [20:45] How do you initiate proper future planning in your business? Connect with Jim: Jimerben.com * Related episodes: Will Artificial Intelligence Become Your Accountant? How to Manage Rapid or Unexpected Growth How to Manage Remote Teams Tactical Resources: 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator Additional Resources: Find everything you need at https://www.keepwhatyouearn.com Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa Hire us: https://www.fitnancialsolutions.com/accounting Find me on IG https://www.instagram.com/shannonkweinstein/ Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ 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.

This is Part 2 of our Q&A mini-series with Tobias, where we delve into the art of discovering and hiring the perfect accountant for your needs. In this episode, we will be exploring the essential steps to ensure a seamless onboarding experience with your chosen accountant. Onboarding can be a nerve-wracking phase for both you and your accountant. However, by establishing clear expectations and a thorough understanding of the process, we can transform it into a smooth and productive journey for everyone involved. If you have not listened to part 1 of this series, go back and give that a listen prior to this episode. What you'll hear in this episode: [1:45] What should you expect in terms of onboarding for various levels of tax support, from both the client's and accountant's perspective? [5:30] How to handle a new relationship with an accounting professional when it comes to divulging information and sharing documents. [15:30] How to ensure that terms and expectations are clearly set at the beginning of the relationship. [19:10] What is some pre-work that you should do prior to going out and looking for an accountant? * Related episodes: Want to Leave Your Corporate Job? It's Easier Than You Think Protecting Your Legacy Through Estate Planning with Clara Delgado Rossell How to Manage Remote Teams Tactical Resources: 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator Additional Resources: Find everything you need at https://www.keepwhatyouearn.com Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa Hire us: https://www.fitnancialsolutions.com/accounting Find me on IG https://www.instagram.com/shannonkweinstein/ Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ 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.

As someone who regularly receives numerous online inquiries and advice-seeking messages, I'm excited to share this unique conversation with you. Today, I have the pleasure of addressing one of the most common questions I receive by engaging in a discussion with one of our dedicated followers. Meet Tobias, who has recently taken the brave step of leaving his corporate job to pursue his entrepreneurial dreams. One of his primary concerns is finding the right accountant for his small business. Having had a previous experience with an accountant that didn't align with his communication and expectation preferences, Tobias is now determined to discover the key to securing a stellar accountant who will truly understand and cater to his needs. In Part 1 of this series, we will explore the secrets of locating and hiring a remarkable accountant who surpasses expectations. Through our insightful conversation, we hope to equip Tobias and all our listeners with valuable tips and strategies for finding the perfect accounting partner tailored to their specific requirements. What you'll hear in this episode: [4:52] What is some background into Tobias' business and why is he looking for an accountant? [11:19] How to begin setting expectations for what you expect out of a tax professional, and then using these to evaluate your options? [20:15] Why tax professionals often extend your filing deadline and the importance of communication. [24:00] Should you hire an in-person or remote accountant? [28:30] Does it matter if you hire an in-state account or out-of-state accountant to deal with all of your taxes? [32:00] What are some pointers to try and vet an accountant prior to having a discovery call with them? * Related episodes: Want to Leave Your Corporate Job? It's Easier Than You Think Protecting Your Legacy Through Estate Planning with Clara Delgado Rossell How to Manage Remote Teams Tactical Resources: 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator Additional Resources: Find everything you need at https://www.keepwhatyouearn.com Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa Hire us: https://www.fitnancialsolutions.com/accounting Find me on IG https://www.instagram.com/shannonkweinstein/ Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ 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.

Public relations (PR) plays a critical role in the success of any business, regardless of its size. The perception that the public holds about your business can significantly impact your outcomes, either leading to success or failure. Unfortunately, many businesses overlook the importance of establishing a positive public image and fail to align their actions with their PR message. Today, we have the privilege of having Melissa Vela Williamson on the show. Melissa is an accredited and internationally recognized public relations expert, national industry columnist, podcast host, and author with two decades of experience in multicultural and integrated communications. She is the founder of MVW Communications, a boutique firm that provides consultancy, training, and account direction services. During our discussion, Melissa will shed light on the significance of aligning your PR message and the actions of your business. She will share valuable insights on how to initiate this process within your organization, helping you build a strong and consistent public image. What you'll hear in this episode: [2:26] Who is Melissa Vela Williamson and what is her area of expertise? [4:35] What is public relations, how is it defined, and how does it differ from marketing? [12:10] What are strategies that can help people build a strong PR presence? [17:30] How do you advise clients to approach PR that have the "I don't care what others think" mindset? [20:12] Is it ever too early to have a PR strategy for your business? [29:56] What are the recommendations to get started with a PR strategy if this is not something that you have considered before? Connect with Melissa: mvw360.com Book: Smart Talk: Public Relations Essentials All Pros Should Know IG: @mvw.communications * Related episodes: How to Develop a Brand Style with Tanya Smith Leveraging Collaborations for Business Growth Building Authentic Relationships in Business with Barb Betts Tactical Resources: 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator Additional Resources: Find everything you need at https://www.keepwhatyouearn.com Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa Hire us: https://www.fitnancialsolutions.com/accounting Find me on IG https://www.instagram.com/shannonkweinstein/ Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ 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.

Properly stating your offers can be a game-changer for your business. It not only informs your current clients about the services you provide and those you don't but also becomes a valuable resource for attracting potential clients. When customers make a purchase, they want to be fully informed about what they're getting, so being crystal clear upfront is crucial. On the other hand, being explicit with your offerings also benefits you as the service provider. Sometimes, we tend to go beyond our contracts because we feel it's the right thing to do or it's a simple task. However, setting clear boundaries can significantly improve your work relationships and open up additional opportunities for add-on services. By holding firm to your offerings, you can create a win-win situation for both your business and your clients. What you'll hear in this episode: [1:15] Why may you be experiencing uncertain boundaries around your offer? [2:00] Are you unintentionally making explicit offers, implicit to your offer, through lack of clarity? [7:32] Make sure to educate your clients on the full menu as to what services exist and are available, and which are included. [9:40] Be careful about itemizing your offerings with specific prices. * Related episodes: How to Develop a Brand Style with Tanya Smith Leveraging Collaborations for Business Growth Building Authentic Relationships in Business with Barb Betts Tactical Resources: 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator Additional Resources: Find everything you need at https://www.keepwhatyouearn.com Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa Hire us: https://www.fitnancialsolutions.com/accounting Find me on IG https://www.instagram.com/shannonkweinstein/ Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ 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.

As entrepreneurs, we often encounter sticking points in our businesses and lives. Regardless of where this sticking point occurs, the underlying factor is almost always something subconscious within your being. This could be a result of misalignment in your business, residual from childhood, or something unknown. Regardless of the root, it can always be overcome. Andrew Anderson is a bestselling author and breakthrough coach that helps entrepreneurs move beyond these sticking points, while also finding their true calling in life. Andrew believes that everyone deserves to break through limiting beliefs, transform their lives and businesses, and find lasting freedom. The information he shares today will make you consider your trajectory in life. His goal is not to make you feel uncertain but to challenge you to really think about your life's calling, and then decide how your work can align with that calling. This is the path to ultimate personal freedom. What you'll hear in this episode: [2:00] Who is Andrew? [2:45] What is neuro-linguistic programming (NLP) and how does Andrew use this in his business? [6:47] What are some of the ways that Andrew helps entrepreneurs identify their mission and apply it in their lives? [14:10] Is what you're earning driving your life or is your life driving what you want to earn? [19:30] Four questions to ask yourself to find out what your true motivation is behind something [24:34] How do you connect your life's mission to your business, especially if you have always viewed them as separate? [30:19] How can you shape your life's mission so that it does not make you feel stuck in a box and allows for evolution? [35:16] How do you figure out who to serve in your business? Connect with Andrew: Buy his Book: Strength of the Oak, strength of the Willow, how to Find Courage and Compassion in a Turbulent World Andrewlanderson.com @andrewlanderson85 * Related episodes: Want to Leave Your Corporate Job? It's Easier Than You Think Building Authentic Relationships in Business with Barb Betts Why I Give Away My SOPs Tactical Resources: 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator Additional Resources: Find everything you need at https://www.keepwhatyouearn.com Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa Hire us: https://www.fitnancialsolutions.com/accounting Find me on IG https://www.instagram.com/shannonkweinstein/ Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ 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.

I recently realized that I had a void in my product offerings after clients wanted CFO services but were not ready for a recurring CFO offering. This led me to create CFO power sessions. I'll be diving into what these sessions are, how they are structured, what you can expect to get out of them, and some of the results that past clients have experienced. I love providing CFO services and helping businesses grow this offering has made it so that I am able to do more of what I love. What you'll hear in this episode: [0:55] How I realized that I had a gap in my product offerings. [2:35] How I came up with the idea for my new offering, CFO power sessions. [4:25] What is a CFO power session? [6:36] How are these sessions structured? * Related episodes: Revenue Goals That Actually Move the Needle Ways to Increase Revenue If You Hate Sales What Traits We Look For in a Client Tactical Resources: 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator Additional Resources: Find everything you need at https://www.keepwhatyouearn.com Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa Hire us: https://www.fitnancialsolutions.com/accounting Find me on IG https://www.instagram.com/shannonkweinstein/ Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ 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.

I have a short, direct episode for you today. As an entrepreneur, being stuck can be infuriating and can lead to negative thoughts and the feeling of being lost. Next time you are feeling stuck in your business, use these two tips to push through that barrier and get the ball rolling again. What you'll hear in this episode: [0:55] Why as an entrepreneur are you feeling stuck? [1:53] Start serving others to test your offers and gain confidence. [4:20] Connect with others who are doing what you want to do and are a few steps ahead of you. Use them as a mentor. * Related episodes: Why I Give Away My SOPs Protecting Your Data Online with Kathy Zant From Time Management to Time Mastery with Laura Vanderkam Tactical Resources: 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator Additional Resources: Find everything you need at https://www.keepwhatyouearn.com Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa Hire us: https://www.fitnancialsolutions.com/accounting Find me on IG https://www.instagram.com/shannonkweinstein/ Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ 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.