Keep What You Earn

Lauren Tilden joins me to talk all things marketing strategy and addresses your psychology towards marketing. Personally, I think this episode can be immensely helpful to those of you who not only aren't sure where to start with marketing but also have a hard time being consistent. Lauren shares a number of tips to help streamline your marketing processes but also hold yourself accountable to your marketing strategy, which in turn will drive business growth. Lauren is a marketing coach on a mission to help small business owners have better marketing so they can make a bigger impact. She's an ex-corporate marketer and now she's the owner of two product-based businesses and host of the Making Good Podcast. What you'll hear in this episode: [3:55] How did Lauren become so passionate about marketing? [5:40] How do you connect marketing with making an impact in the world? [9:25] What all falls within the realm of "marketing"? [12:14] What are the tactical steps to build a marketing plan? [24:45] What does Lauren think about when and why to outsource marketing tasks? [30:45] What are some ways to remove friction and remain consistent with your marketing strategy? [46:45] How to work with Lauren. Gretchen Rubin - 4 Tendencies Quiz That Lauren Mentions: https://gretchenrubin.com/quiz/the-four-tendencies-quiz/ *Connect with Lauren: https://makinggoodpodcast.com https://instagram.com/laurentilden https://linkedin.com/in/laurentilden Lauren's Membership: https://makinggoodhappen.co 100 Social Prompts: https://makinggoodpodcast.com/100prompts * Related episodes: How to Generate Cash Without Increasing Price Do You Take Time to Appreciate Success? with Amanda McKinney Why We Don't Hire Financial Help Fast Enough with Tanya Smith 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.

Has a client ever asked you for a money-back guarantee? How did you respond? Many times, we are hesitant to offer something like this because we do not want to put our cash flow at risk. But why should you be concerned about the success of your client if you are confident in your product or service? I am sharing my thoughts on this today and offer some suggestions to integrate this into your business in a manner that protects both you, and the client, and offers you both the highest likelihood for success. What you'll hear in this episode: [1:35] What does a money-back guarantee actually mean and why are we afraid to implement these in our business? [3:18] What value does a money-back guarantee provide to the client? [5:30] How to structure a guarantee to protect both you and the client. [7:00] How to address the situation if your client gets a result, but does not quite reach the full promised results. * Related episodes: Creating Community in Your Business with Teri Yu How to Handle a Negative Business Review Starting and Growing a YouTube Channel with Augie Johnston * 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 * See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator * Find me on IG https://www.instagram.com/shannonkweinstein/ * Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html 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.

Renee Bauer joins me to discuss the financial side of relationships and offer some advice on how to make your relationship successful from the beginning. Many couples tend to avoid difficult conversations early on in their relationships as they don't like the discomfort it brings, but Renee advocates for pushing through these challenges early on for the greatest chance of long-term success. Ms. Renée Bauer is an award-winning divorce attorney, published author, and founder of the Happy Even After Family Law. With almost two decades of experience, Renée is committed to empowering all women to redefine their sense of peace and purpose in their new life. As an individual that has litigated, and been through divorces personally, Renee brings a very valuable perspective on making your relationship successful, without having a pessimistic outlook. I believe that incorporating some of her advice can help all of us smooth over some of the common challenges and succeed in our relationships. What you'll hear in this episode: [3:45] Who is Renee Bauer? [6;43] How did Renee handle being surrounded by a specific energy of people getting divorced while also going through it in her personal life at the same time? [9:56] How do we prepare ourselves for what may come in marriage, without pessimism in our own marriage? [12:42] How do you recommend couples initiate the conversation of money early in their relationship, especially if it is an uncomfortable topic for them? [14:18] The importance of both parties being involved in managing the money in your relationship. [17:30] What are some other things you can do to ensure a financially happy healthy marriage, aside from open communication? [23:49] What does Renee recommend for how to set up bank accounts in a relationship? [32:39] How do you navigate the idea that it may be time to end one chapter and move on to the next? Connect with Renee: @msreneebauer shewhowinsbook.com - Sept 5 * Related episodes: Do You Take Time to Appreciate Success? with Amanda McKinney Synching Your Business with Your Cycle with Melissa Rodriguez Defining Your Vision for a Financially Free Life with Brian Luebben * 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 * See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator * Find me on IG https://www.instagram.com/shannonkweinstein/ * Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html 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 had a power session with a client recently and discovered a few things that I think are applicable to most business owners. Understanding your cash flow is extremely important for all businesses, especially new businesses, and can make or break your success. It is also extremely important to consider the differences between the number of clients, and the amount of revenue you are earning per client. Tune in to hear a deep dive into these two topics and share some examples from the power session with my client. What you'll hear in this episode: [1:20] This episode is about being aware of where your money is coming from and where it is going not solely about expenses. [2:22] Key takeaway #1 from a power session with a CFO client - cash flow [4:33] One major flaw that I see in cash flow planning with a lot of newer business owners. [5:40] Key takeaway #2 from a power session with a CFO client - clients vs revenue [9:47] Take a hard look at your income streams and identify if there are any that you want to shut off, or should shut off, to free up time for more profitable ventures. Text Power to 960-609-6374 * Related episodes: Tips for Negotiating Business Deals Which Financial Professionals Do You Need in Your Business? How to Build a Solid Financial Foundation in Your Business * 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 * See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator * Find me on IG https://www.instagram.com/shannonkweinstein/ * Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html 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'm a firm believer that the most quality advice you get is based on the quality of the questions you ask. There is no difference here between the questions you ask mentors, experts, consultants, advisors, and the questions you ask yourself. I think the questions you're asking yourself are what unlocks the next level of growth for you and your business. I want to share with you some of the key questions to ask yourself as the CEO of your business to help you take a different look at your problems, challenges, and struggles. What you'll hear in this episode: [1:00] Thinking differently and challenging yourself are key aspects of being a CEO. [2:21] The first question that I challenge you to ask yourself as a CEO: Are you still in tune with your "why"? [4:49] The second question that I challenge you to ask yourself as a CEO: Have I created the right incentives for my customers or my team? [7:55] The third question that I challenge you to ask yourself as a CEO: How can you embody the future of the company today? * Related episodes: Do You Need a CFO in Your Business? Why 100% Employee Retention Should Not Be Your Goal with Jason Weinstein What to Consider Before Taking Out a Business Loan * 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 * See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator * Find me on IG https://www.instagram.com/shannonkweinstein/ * Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html 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 find yourself often feeling lost in your identity or unsure of how to get what you want out of life? Anthony Trucks found himself in this position early in his life after a challenging childhood. His commitment to completing the "dark work" allowed him to identify where he needed to make changes to step into his ideal identity. Anthony is a former NFL player turned transformational identity shift coach. You may not understand what that means at the moment, but I assure you that as you hear his story you'll not only come to comprehend it, but you'll also realize why a transformational shift is what your life is missing to reach your full potential, always operating at your peak performance. What you'll hear in this episode: [3:38] Discover the intriguing story of Anthony Trucks. [6:53] Explore the profound transformative process that Anthony guides individuals through in his business. [8:40] Does the pursuit of positivity and embracing the light hinder the exploration of crucial areas that require deep introspection? [13:26] Anthony unveils how the concept of dark work and rewiring can revolutionize your relationship with money and shape your identity. [20:43] Unveiling the aspect of dark work that necessitates personal growth in how you perceive others. [26:26] Witness the profound impact of Anthony's journey through dark work on his family and his remarkable ability to instill these transformative values in his children. [29:28] How do children internalize and shape their perceptions of money? [33:30] Emphasizing the significance of instilling a strong money mindset in your children. [38:40] Unraveling the underlying motivation behind Anthony's aspiration for a speaking career and his desire to empower others to follow the same path. * Related episodes: Do You Take Time to Appreciate Success? with Amanda McKinney Synching Your Business with Your Cycle with Melissa Rodriguez Defining Your Vision for a Financially Free Life with Brian Luebben * 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 * See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator * Find me on IG https://www.instagram.com/shannonkweinstein/ * Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html 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.

Regardless of your position on the path to success in business, it is inevitable that you will encounter challenges. Every step you take towards elevating your business invites new hurdles. As a resilient business owner driven by an entrepreneurial mindset, you inherently yearn for growth and the accompanying challenges. The crucial factor lies in acknowledging the existence of these challenges and triumphing over them with unwavering composure and professionalism. In my experience working with a diverse range of business owners, I have witnessed and identified the most significant challenges encountered at various stages of business growth. By sharing these challenges, my intention is to demonstrate that you are not alone in grappling with these obstacles. This insight will equip you with a realistic understanding of what lies ahead, empowering you to face the next level with confidence. Moreover, I encourage you to seek support and guidance from individuals who have triumphed over similar struggles, as their experiences can provide invaluable assistance on your journey. What you'll hear in this episode: [2:08] Introduction to today's episode. [4:33] How do you classify hesitation in business and what impacts will this have early on? [6:16] The biggest struggle for early-stage business owners. [8:00]How to stay focussed in the next stage of business, 100k to 500k. [10:06] Why high six-figure earners struggle with repetition and scalability. [11:31] Struggles that the last category of business owners face, those north of a million in revenue. * Related episodes: Synching Your Business with Your Cycle with Melissa Rodriguez Defining Your Vision for a Financially Free Life with Brian Luebben Differentiating Yourself Based On Your Values * Find everything you need at https://www.keepwhatyouearn.com/ * Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa * Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so/ * Hire us: https://www.fitnancialsolutions.com/accounting * See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator * Find me on IG https://www.instagram.com/shannonkweinstein/ * Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html 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.

Have you ever wondered what the repercussions were for making a mistake on your taxes? Will you go to prison? Pay a huge fine? The thoughts that go through our minds are endless. Robert Nordlander is here to explain exactly what happens if you either make a mistake on a tax return or willfully evade paying your taxes. Robert Nordlander is a speaker, podcast host, CPA, and Amazon bestselling author. He spent over 20 years as a special agent with IRS-Criminal Investigation chasing tax evaders and money launderers around the globe. Currently, he is the principal member of Nordlander CPA, PLLC, a boutique forensic accounting and tax resolution firm. This episode poses a very unique perspective on taxes compared to what we normally discuss and I think is great information for business owners to hear. There is also a small true crime element to this episode as we discuss certain examples from Roberts's past. What you'll hear in this episode: [3:06] Introduction to Robert and his background [5:36] Clarifying some of the misinformation around white-collar crimes. [7:06] What constitutes a tax crime? [10:15] What actually happens legally if you make a mistake in your taxes? [13:20] What are the repercussions if your tax preparer does something sketchy on your tax return that you are unaware of? [18:22] What are some ways that small business owners either intentionally, or unintentionally, evade taxes? [23:12] As an employer, how often do you need to pay and remit payroll taxes for it not to be considered criminal? What implications might this have for your employees? [28:19] What is the proper path to report suspicion of a tax crime or fraud? [30:13] What advice to Robert have for small business owners trying to stay out of trouble with the IRS? Connect with Robert: www.robertnordlander.com www.nordlandercpa.com https://www.linkedin.com/in/robert-nordlander/ www.robertnordlander.com Social security benefits link: https://www.ssa.gov/myaccount/?gclid=Cj0KCQjwmtGjBhDhARIsAEqfDEedTdU819mUi-8AhDQp1cfdl8sTXXkBYDS7Acn9E7B4nu565CIp_j0aAmmtEALw_wcB * Related episodes: IRS Reporting Threshold for the 1099K - Roundtable Recap How to Pay Yourself Based on Your Business Structure What is a W-9 and Who Needs One? * Find everything you need at https://www.keepwhatyouearn.com! https://www.keepwhatyouearn.com/ * Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa * Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so/ * Hire us: https://www.fitnancialsolutions.com/accounting * See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator * Find me on IG https://www.instagram.com/shannonkweinstein/ * Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html 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 believe that all business owners should build their business from the perspective that it will one day be sold. I do not hold this opinion because I think that it is everyone's goal to sell their business, but I do believe that approaching your business with this mindset will make you create processes and systems that will stand the test of time, with or without you. At the end of the day, none of us can predict the future, and if something were to happen to you or someone critical in your business, would your business survive? Building systems and processes that would allow your business to continue operating will be better for the long-term health of your business, and ultimately may be sellable to help other businesses. What you'll hear in this episode: [1:17] Here's why you should be building your business to be sellable, whether you plan to sell it or not. [2:45] These are some key aspects of a sellable business. [4:08] My vision for Fitnancial Solutions long term. [6:23] Methods to sell portions of your business, without actually letting go of your core business. * Related episodes: Tips for Negotiating Business Deals Which Financial Professionals Do You Need in Your Business? How to Build a Solid Financial Foundation in Your Business * Find everything you need at https://www.keepwhatyouearn.com! https://www.keepwhatyouearn.com/ * Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa * Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so/ * Hire us: https://www.fitnancialsolutions.com/accounting * See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator * Find me on IG https://www.instagram.com/shannonkweinstein/ * Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html 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 episode is a replay of an interview that I did for the Earn Your Happy Podcast with Lori Harder. Here is the episode recap from Lori: Business metrics used to freak me out, but thankfully I've discovered some approachable ways to gain insight into that valuable information. I'm joined by Shannon Weinstein, founder of Fitnancial Solutions, which is an accounting, tax strategy, and coaching firm for entrepreneurs who want more perspective and less paperwork when it comes to their finances. In our conversation, we break down what a fractional CFO is and how they can help business owners turn data into decisions. Shannon shares her advice for anyone who feels overwhelmed and disempowered with their finances, particularly for newer entrepreneurs. She also covers what's included in her Business Financial Quickstarter course and an amazing offer she has for all the Earn Your Happy listeners! What you'll hear in this episode: [0:20] Welcome back to Earn Your Happy. Today, Lori is joined by Shannon Weinstein. [3:30] Lori asks Shannon, "Why don't we start by telling everybody exactly what it is that you do?" [3:59] Lori asks Shannon, "Can you explain what a fractional CFO is?" [6:07] Lori asks Shannon, "When should we hire a fractional CFO and why is hiring someone so powerful at the beginning?" [10:16] Lori asks Shannon, "What does that even look like for a business to work with someone like you?" [12:31] Lori asks Shannon, "Can you tell me what it all looks like when you're first getting set up?" [17:44] Lori asks Shannon, "Let's break another myth: all you need is a tax person once a year." [19:22] Lori asks Shannon, "What is the difference between CPAs and accountants?" [20:34] Lori asks Shannon, "Do you feel like within the first year accountants can save you money or help you make more money?" [21:53] Lori asks Shannon, "Let's talk about one more myth: you can afford to wait until you're making money to lay the financial pieces in place." [24:51] Lori asks Shannon, "Let's talk about maybe someone's past beliefs and how we can bust those around having a financial expert in your life." [28:42] Lori asks Shannon, "What do we need to do in order to truly have our arms around our business if we are freaked out by it?" [33:27] Lori asks Shannon, "What's some advice that you could give someone newer in business that might help them save money or look at something that they wouldn't think of looking at that could really help them?" [36:03] Lori asks Shannon, "Do you have any exercises that help people feel balanced and not obsess over numbers?" [40:53] Lori asks Shannon, "Let's talk a little bit about the course." [43:10] Lori asks Shannon, "Why did you create the course?" [47:17] Shannon announces that she's offering $50 off her course when listeners go to keepwhatyouearn.com/lori and use code LORI. [49:50] Lori asks Shannon, "Can you just give us a minute rundown of how you got to where you are right now with the podcast?" [51:30] Lori asks Shannon, "Where do we go if we want to listen?" [52:11] Lori asks Shannon, "Where can we get your Business Financial Quickstarter?" [53:15] Lori asks Shannon, "What's your Instagram?" * Related episodes: Deductions for Retreats and Events Worry Less About Efficiency in Your Business Unlocking The Next Level of Revenue *Link to Lori's Show: https://podcasts.apple.com/ca/podcast/earn-your-happy/id1087926635 * Find everything you need at https://www.keepwhatyouearn.com * Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa * Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so/ * Hire us: https://www.fitnancialsolutions.com/accounting * See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator * Find me on IG https://www.instagram.com/shannonkweinstein/ * Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html 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.