Keep What You Earn

When you enter into a relationship with a potential client, collaborator, or peer in your industry, what is the first thing on your mind? If it's leads, money, or a transaction, the relationship is unlikely to last. Being authentic and genuinely caring about people is critical to having sustainable, meaningful, and profitable relationships. Barb Betts joins the show today to discuss how she has developed and nurtured relationships throughout her career for success. Barb is a seasoned real estate expert with over 20 yrs experience, a passionate educator, and the CEO of RECollective. Whether she's teaching on social media, or Real Estate By Relationship®, Barb brings an honest, compassionate, and transparent approach to every single stage. Through her signature course, Real Estate By Relationship®, Barb educates business builders on the exact systems, processes, and knowledge necessary to succeed in any market. Regardless of the industry you work in, the information Barb shares today is integral to success. What you'll hear in this episode: [2:50] Introduction to Barb and how she became so passionate about authenticity in business. [7:45] What is the difference between authenticity and transparency and how do they show up differently in business? [9:40] Is it possible to be too authentic? [12:40] Why is being authentic so important for business owners right now? [15:00] How do you cultivate stronger relationships that lead to pivots or changes in business? [23:00] Why are people not taking the time to do the simple steps to develop deep, meaningful relationships in business? [30:32] How to find clients that you actually want to work with. Connect with Barb: IG @barbbetts Podcast: Relationships Are Your Superpower * Related episodes: From Time Management to Time Mastery with Laura Vanderkam A Hospice Care Doctor's Advice on Building a Wealthy Life with Jordan Grumet My Advice for High School and College Grads 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: Text POWER to 860-609-6374 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.

Do you dread networking events? You aren't alone in this. I have felt this same way many times throughout my career, especially when networking feels forced. Personally, to overcome this feeling, I have found a few ways to make networking events more tolerable and even sometimes enjoyable. Approach your next marketing event with these tips and make deeper, more meaningful connections. What you'll hear in this episode: [0:50] What is the value of networking? [2:02] My thoughts on networking events. [2:46] How I approach networking events to make the most of them. [4:15] The mentality I bring into relationships has benefited me greatly over the life of my business. [6:20] The benefit of asking thoughtful questions. * Related episodes: Building a Marketing Plan You'll Actually Stick To with Lauren Tilden Should I Offer a Money Back Guarantee? How to Generate Cash Without Increasing Price 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: Text POWER to 860-609-6374 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.

Entrepreneurs often wonder whether a business plan is a prerequisite for launching their ventures. In my view, the answer is no. There are several reasons why I hold this opinion, including the actual purpose of business plans and the situations where they can prove beneficial. I'll discuss this topic further and share my thoughts on it. What you'll hear on this episode: [1:28] What is a business plan? [2:34] Should you go through the exercise of creating a business plan, even if you do not need one? [4:17] Performing a SWOT analysis as part of your business plan. [6:10] Analysis by paralysis is not moving you forward [7:19] What are some downsides of creating a business plan? Sign Up for the Cash Flow Compass Newsletter: https://shorturl.at/cefHP * Related episodes: Coaching Alone Can't Resolve Your Cash Flow Problem A Hospice Care Doctor's Advice on Building a Wealthy Life with Jordan Grumet The Importance of Communicating Expectations in Business 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: Text POWER to 860-609-6374 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 am delighted to introduce a very special guest on today's podcast episode. Joining me is the talented and inspiring Lauren Furtado, who happens to be both a dear friend and colleague at Fitnancial Solutions. Lauren's professional journey closely aligns with my own, as she worked her way up the ranks in a prominent big 4 firm. Throughout her career, she gained invaluable experiences by working with a diverse range of companies and providing insightful consultations. However, recently, she made a bold decision to transition from the corporate world into the realm of entrepreneurship, establishing her own venture named Unconventional CFO Services. During our conversation, we delve into Lauren's remarkable journey out of the corporate environment and into the dynamic world of entrepreneurship. We explore the obstacles she encountered along the way and how she's worked to overcome them. By sharing her experiences and insights, our aim is to inspire and motivate you to take the necessary steps toward achieving your own career goals and aspirations. What you'll hear in this episode: [2:51] How did Lauren decide that she wanted to become an accountant and what is her accounting history? [12:00] How did Lauren and I meet and how did it shift Laurens's opinion on fractional CFO work? [17:41] Lauren and I's first in-person experience and how that helped her leave her corporate career. [21:45] What shifted in Lauren's mind that led her to make the leap to entrepreneurship? [24:20] What is Laurens's business? Who is her ideal client? [33:15] What is one of the skill sets that unexpectedly transferred well from working at the big 4 into entrepreneurship? * Related episodes: Coaching Alone Can't Resolve Your Cash Flow Problem A Hospice Care Doctor's Advice on Building a Wealthy Life with Jordan Grumet The Importance of Communicating Expectations in Business 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: Text POWER to 860-609-6374 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 received criticism for being overly transparent about my processes and procedures, which may come as a surprise to some considering the traditional notion that accountants sell their knowledge. However, as I've progressed in my career, I've come to realize that many others offer similar services. What truly sets professionals apart is the customer experience they provide. It is crucial not to shy away from sharing your processes and systems, as long as you have confidence in the exceptional customer experience you offer. In fact, openly discussing your methods can demonstrate your expertise and build trust with clients. By emphasizing the unique value you bring through your approach and the positive outcomes it delivers, you differentiate yourself from the competition. What you;ll hear in this episode: [0:50] I am very open with my processes and procedures. [3:06] The reason why I am so open to sharing my processes and procedures. [6:05] The importance of service, experience, and personalization within your offers. * Related episodes: A Hospice Care Doctor's Advice on Building a Wealthy Life with Jordan Grumet My Advice for High School and College Grads Building a Marketing Plan You'll Actually Stick To with Lauren Tilden 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: Text POWER to 860-609-6374 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 business owners, setting revenue targets is a common practice. Initially, we aim for a number that covers our expenses, and then we gradually expand it to include some extra income for ourselves. Over time, this number keeps growing as we strive for financial stability, considering our business as our primary source of livelihood. However, it's crucial to stay connected to our "why" and have a clear understanding of what it will truly take to achieve these business goals. To facilitate this journey, I will share my approach of breaking down significant business goals into actionable steps that can be pursued daily, ultimately increasing the likelihood of success. What you'll hear in this episode: [0:50] Why setting a revenue target as a goal in your business may not be thorough enough. [2:30] Stepping through an example to show how 'drivers' factor into successfully hitting goals. [6:45] Breaking down your larger goal into manageable daily goals. [9:00] Give yourself and scorecard and time to reflect on your actions based on your scorecard. [11:48] Stop expecting different results after taking the same actions. * Related episodes: Building a Marketing Plan You'll Actually Stick To with Lauren Tilden Should I Offer a Money Back Guarantee? How to Generate Cash Without Increasing Price 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: Text POWER to 860-609-6374 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.

Are you experiencing a situation where you're attracting a mix of leads, some of which align with your business while others do not? If so, it's essential to have a strategy in place to handle these individuals effectively. By implementing the right approach, you can potentially turn these leads into a valuable revenue stream for your business. Obtaining high-quality leads can be a challenging task for any business. If your brand or business attracts individuals who may or may not align with your offerings, it's crucial to explore opportunities to leverage these leads for the benefit of both your business and others. One effective way to do this is by collaborating with other businesses and sharing these leads, potentially collecting referral fees in the process. By doing so, you can not only help your friends and peers grow their businesses but also foster the growth of your own business. Tune in to hear my advice on this topic. What you'll hear in this episode: [0:50] Referrals is a significanly under appreciated revenue stream in business. [2:30] How do you actually make money from referrals? [4:20] Why I am never turning down a relationship in business. [4:45] How can you command higher referral fees for your ability to generate leads? [6:46] The importance of vetting all of your leads and making sure they are up to your standards before making any referrals. Connect with Elmwood Bookkeeping: elmwoodbookkeepers.com * Related episodes: Building a Marketing Plan You'll Actually Stick To with Lauren Tilden Should I Offer a Money Back Guarantee? How to Generate Cash Without Increasing Price 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: Text POWER to 860-609-6374 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 an episode for you today that is a bit different than normal, as we are not talking about taxes, money, or mindset but cybersecurity. I wanted to put this out because cybersecurity is an important part of keeping what you earn, and protecting yourself and your assets. Numerous small businesses think that they aren't at risk of a security incident because they're too small. However, hackers know that smaller businesses have less security awareness and defenses to prevent hacks than large organizations do. Kathy Zant is here to share stories we can learn from and things we can all do to be more security aware, new tools that are available to protect us, and best practices for small business cybersecurity. What you'll hear in this episode: [2:27] Who is Kathy Zant and why is she so passionate about cybersecurity? [6:32] How can entrepreneurs be more vigilant and reduce the risk of hacking incidents themselves? [9:30] What should be part of your incident response plan in case of an incident? [17:51] What are the minimum viable things that all people should have in place to protect their data? [22:30] What are some of the most impactful things that Kathy has seen happen to small business owners that could have been prevented using cybersecurity? [28:20] What are some of the realities of hacking that humans play a part in that are hard to mitigate? [36:40] How should you avoid hacking by being careful with what you share on social media? Password Checker Website: https://haveibeenpwned.com/ Connect with Kathy zant.com * Related episodes: Coaching Alone Can't Resolve Your Cash Flow Problem A Hospice Care Doctor's Advice on Building a Wealthy Life with Jordan Grumet The Importance of Communicating Expectations in Business 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: Text POWER to 860-609-6374 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.

Do you struggle with going out and finding new customers? Many indivudals who have never had to sell themselves in business struggle with this aspect of entrepreneurship. What if there were other ways to generate revenue instead of bringing in new clients? This is what I am covering in today's episode. I have some helpful analogies to help explain how to use your current position in business to generate additional revenue from your own clients, and with the help of other businesses. What you'll hear in this episode: [0:50] Why some people dislike sales. [3:10] This is what most people default to when they need to generate more revenue. [4:19] Method 1: Do you have existing clients that could use a folow up, reboot, or upsell based on where they are at? [7:13] Partner with someone who performs the services both before and after yours, and form a partnership with them. [10:38] Be extremely cognitive of referral fees and the workload it puts on you. * Related episodes: Building a Marketing Plan You'll Actually Stick To with Lauren Tilden Should I Offer a Money Back Guarantee? How to Generate Cash Without Increasing Price 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: Text POWER to 860-609-6374 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.

Are you stuck working with unfulfilling clients? While it's sometimes necessary to generate cash flow early on, as our businesses grow, we gain the freedom to choose our clients. It's crucial to identify the right clients for your business. I'll share my approach to client selection and provide ideas for determining who to work with within your own business. What you'll hear in this episode: [1:53] The value in working with a variety of people early in business. [3:23] I use this metaphor to determine which clients I want to work with. [6:46] How to apply these concepts to your own business. Connect with Andrea at Liquid Cents Bookkeeping: Andrea@LiquidCentsBookkeeping.com https://www.liquidcentsbookkeeping.com/ * Related episodes: Differentiating Between Margin and Markup You Accomplished Your Goal. What's Next? What Your Numbers Are Trying to Tell You 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: Text POWER to 860-609-6374 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.