Keep What You Earn

In this episode I give you the keys to unlocking great strategy and getting to know your numbers better. It's not enough to just categorize transactions and never look at them again, you need to focus on what those numbers are actually telling you. Business owners in growth mode: you need to start with performance, then get compliance in check, and finally you can get to high level strategy. Get all the details in this episode. >>> 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.

Financial information can be fun and upbeat. If you don't believe me, you will after hearing this conversation with Amy Getz. Amy is a financial advisor, a CPA, and a CDFA® (Certified Divorce Financial Analyst). She believes wealth and financial freedom are for everyone. She is on a mission to educate individuals about their finances and empower them to set big goals for their financial future. And she is all about helping people keep what they earn. On this episode she shares tips to help you simplify your finances, automate your savings, save for retirement as an entrepreneur and so much more. >>> Connect with Amy on IG @amywgetzfinance >>> Check out IRC Wealth here: https://ircwealth.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 >>> 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 this episode, we discuss how to identify the ways you're creating inefficiencies in your business. Sara and I talk about productivity audits, where to focus your energy if all of your systems need some help, and the importance of client service, intake, and healthy boundaries. Smooth out your client intake process and learn how, when, and what to outsource in your business! >>> Connect with Sarah Mayer on IG @saramayerconsulting >>> Visit her Website here: https://www.saramayer.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 >>> 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.

If you listen to this show, you know that I'm an accountant (obviously) but I'm also a small business owner just like you. A lot of folks often forget that we accountants who run our own practices are also entrepreneurs. We go through our own struggles, our own fears, our own experiences just like you do. I wanted to take this opportunity to break down 3 things that I did right, and 3 things that I did wrong in building my own 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.

Your transition to parent hood does not have to be a financial burden! Yes, even as an entrepreneur! We typically think of maternity leave as a "corporate" thing. In fact, many people use the parenthood leave policies as an excuse to not take the leap into their own businesses. But what if I told you that you have access to similar benefits as an entrepreneur? Better yet, what if Arianna Taboada, an expert maternal health consultant, told you this?! Arianna's expertise is in helping you navigate motherhood as an entrepreneur smoothly. Having worked in maternal health for over a decade, as well as being a mom and business owner herself, she is able to offer you the insight you've been looking for when it comes to the conversation of expecting as an entrepreneur. If you know an expecting entrepreneur, send this episode to them stat! >>> Find Arianna on IG @ariannataboada >>> Learn more about her new book at www.theexpectingentrepreneur.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 >>> 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 this episode I discuss the three main problems I see with launch cycles as your only source of income. I touch on cash flow problems, scaling problems, and the pressure this creates for business owners. Tune in for some tips on how to create recurring revenue without all the pressure to make the sales and how to retain clients to build up the community surrounding your offerings. >>> 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.

Let's make numbers less daunting for entrepreneurs! Melissa Houston has gone from over $100k of debt to totally financially free. And now she runs her own business helping entrepreneurs regain power over their finances. On this episode, you'll learn how to harness and own your financial power as a business owner, how your financial professional fits into that professional power, and how you can show up as the CEO you are to really own your finances! >>> Connect with Melissa and grab your free copy of the 5-Step roadmap to biz finance freedom at MelissaHoustonCPA.com >>> Connect with Melissa on IG @MelissaHoustonCPA >>> 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.

If you've been following along as I've grown my business for the last three or so years, you may not know this, but I actually had a full-time position in a Fortune 50 company during that time. I took this job when I moved to Connecticut, but I knew that the next role that I took would be a job and not a career. And that was the key difference that really set my path forward from that point on. Now, there's a big difference between a job and a career. My interpretation of that difference is that a career is part of your mission, passion, and purpose. If your career satisfies you to where you want to accelerate it, you want to excel and grow, then that is something to be celebrated and you should go for it. What I realized after being in several roles in big accounting firms and then Fortune 50 companies, was that that wasn't for me anymore. I really thought it was, I really did. And that was the traditional carved-out path that I had followed up until that point. Then I realized that that path is not set in stone for you and you can hop off the train whenever you want to. So I decided to do that. I'm going to tell you a little more about this journey and how I got to the point where I could leave my full-time job. >>> 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.

Are you late to the wealth-building party? Nadia and Nicole from the Wealth Twins join us today to discuss their journey in leaving their high-paying corporate jobs to create multi-million-dollar assets. This episode is all about demystifying wealth and investing with a goal of helping you realize how easy it can be for everyone to get on the same level when it comes to investing in the stock market. If you take nothing else away from this episodes, it's that you shouldn't stand in the middle of the road. Not sure what I mean? Listen to the episode to hear it for yourself! >>> Learn more about the Wealth Twins at wealthtwins.com or by searching Wealth Twins on YouTube! >>> For Wealth Twin's Free 3-day training on how to invest in the stock market without feeling like you're gambling, head to wealthtwins.com/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's that time of year! Maybe you're paying your taxes, getting your return back, and you're disappointed that you owe or are getting back less than you expected. This episode is for you! We all have to pay our taxes but in this episode we'll discuss 3 ways you can be proactive in paying them so that at tax time each year, you're all set. >>> 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.