Keep What You Earn

When it comes to entrepreneurship, there's more to it than just finances. There are multiple dimensions to your business and there are multiple reasons to stay open and serve your clients and your team. One of the key ways to do this is to improve your skill set, leadership skills, and how you show up for other people. Using the enneagram personality test is a great way to help you achieve this. I invited Lindsey Lewis on the show to expand upon the enneagram types and share how the results can be useful in business. Lindsey is a wife and mother to two daughters. She works for Love Thy Neighborhood, a non-profit in Louisville, Kentucky, as the Director of Relational Development. Lindsey is a certified enneagram teacher and an experienced leader of enneagram workshops and private coaching. Her passion is helping people increase their self-awareness and capacity for compassion for themselves and others. In our conversation, Lindsey explains what the enneagram is, how it can be used in the workplace, and some common misconceptions around it. * Work with Lindsey: lovethyneighborhood.org * Listen to The EnneaCast: https://podcasts.apple.com/us/podcast/love-thy-neighborhood-presents-the-enneacast/id1410031710 * 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 * Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein * Catch me in-person 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.

Jason and I are on a road trip and want to share another one of our conversations with you. We're talking about how our experiences in business school related to running a business and managing a team, things we did and did not learn, and how we disagree with a lot of what we learned. * 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 * Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein * Catch me in-person 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.

One of my favorite parts of being an entrepreneur and running a small business is being able to choose who I surround myself with. It is refreshing to be surrounded by like-minded entrepreneurs, including those in the accounting industry, especially the group of women who are joining me on this episode. I brought these women together to discuss a few hot topics and key phrases. You'll get the perspective of four different accounts as we hash out and talk through the tax myths we keep hearing online, on social media, and in our DMs. We're going to help you decipher and discern what is real by sharing our perspectives and opinions. What you're going to see from this conversation is that everything is a spectrum. Not everyone agrees all the time, and there's always a little bit of judgment involved. You have the ability to align yourself with a professional that works well with you and aligns with your beliefs, values, and risk tolerance. * Find Caitlynn on IG @caitlynneldridge * Find Jessica on IG @taxsavvyjessica * Find Jenni on IG @the.profit.co * 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 * Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein * Catch me in-person 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.

While scrolling through Instagram, I noticed a lot of coaches using terminology that is not correct and could actually be damaging their business. In this episode, Jason and I discuss the issues that using incorrect terminology could cause for you and your business. * 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 * Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein * Catch me in-person 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.

Throughout this series, we have been layering processes on top of one another to bulletproof your business. We began with setting your business up for success, then added tracking your income and expenses. We rolled all of that together with good bookkeeping. We're going to wrap up this five-part series by unpacking how to present your taxes and how to utilize strategies that will help bulletproof you and your business from an audit. *Get 10% off Business Financial Quickstarter with code KEEPWHATYOUEARN * 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 * Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein * Catch me in-person 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 know it's not fun, sounds boring, and seems old fashion, but bookkeeping is probably the most important part of bulletproofing your business. Bookkeeping is how you tie together all the things we've discussed so far in this series. Bookkeeping is the cornerstone of good tax planning and financial management, so the sooner you set it up, the better off you'll feel. Let's unpack exactly what bookkeeping is and what you can do to set yourself up for success from day one. *Get 10% off Business Financial Quickstarter with code KEEPWHATYOUEARN * 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 * Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein * Catch me in-person 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.

One of the best ways to bulletproof your business from an audit is by being mindful of what the IRS looks for. In the last episode, we talked about the first thing they look for, which is underreported income. The second thing they look for is egregious expenses. This episode unpacks how you can ensure your legitimate, ordinary, and necessary expenses look appealing to an auditor. *Get 10% off Business Financial Quickstarter with code KEEPWHATYOUEARN * 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 * Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein * Catch me in-person 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.

In the first episode of this series, we talked about how to reframe your identity as a business owner to adopt habits that your six-figure business owner self would do. This transitions into the second topic, reframing your income. We're going to talk about tracing your income, how you earn your income, and how it relates to IRS audits. *Get 10% off Business Financial Quickstarter with code KEEPWHATYOUEARN * 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 * Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein * Catch me in-person 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.

There has been a lot of fear lately about the IRS, audits, and enforcement. Most of this fear can be attributed to fear-mongering, but the truth is that the IRS is catching up. They are updating their technology to bring it into this century and will start properly auditing again in the way they have historically and at a quicker pace. The good news is that it's possible to lower the likelihood of getting audited and make it nearly painless if you do end up getting audited. I'm here to help you through that. In this five-part series, I unpack some of the shifts you can make as an entrepreneur and how these will decrease the likelihood of an IRS audit. In this first episode, I cover the elements you have control over and that you should establish from day one in your business. *Get 10% off Business Financial Quickstarter with code KEEPWHATYOUEARN * 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 * Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein * Catch me in-person 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.

It is equally the best and worst feeling in the world when you have an opportunity to make a massive investment in your business. You have butterflies of excitement in your stomach but you're also being dragged back down to earth by the price tag. I want you to be careful that you're not operating solely on emotions to make these decisions. I have a method to share that will help you strategize to invest in a logical way so that when your emotions dissipate, you are still happy with your decision. * 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 * Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein * Catch me in-person 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.