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PODCAST

Keep What You Earn

Shannon Weinstein

Keep What You Earn is a podcast for entrepreneurs of all levels to use their financial information as a source of inspiration rather than intimidation. Your host, Shannon Weinstein, is a CFO, CPA and business mentor with a knack for simplifying the complex concepts of money into everyday examples and analogies you can actually understand. Join Shannon and her guests as we unlock new growth strategies, tax tips and mindset shifts so you can scale your business with confidence. [Disclaimer: Any

business entrepreneurship

All Episodes

12:24

Managing Business Travel Expenses Made Easy

Keep What You Earn ·

2024/12/05

In this episode, Shannon tackles the often overwhelming task of managing business travel expenses. Shannon, known for her mission to simplify money matters and empower listeners through knowledge, dives deep into practical strategies for keeping travel expenses under control. From tracking countless receipts to disputing charges and ensuring compliance with tax regulations, business travel can be a cumbersome process. No worries, though; Shannon explores effective methods like utilizing GSA per

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12:52

The Most Valuable Currency to an Entrepreneur

Keep What You Earn ·

2024/12/04

Today, Shannon explores the transformative power of relationships in business. Fresh from her inspiring trip to Laguna Beach, Shannon shares insights gained from interactions with notable entrepreneurs like Jeff Fenster and David Norrie. Listeners will learn about the concept of relationship capital and its significance, along with practical advice on authentically connecting with others and the importance of making deposits and withdrawals in one’s professional network. The episode also delves

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41:15

How to Turn Stolen Underpants into Profit with TJ...

Keep What You Earn ·

2024/12/03

In this episode, we chat with TJ Slattery, founder of Crowsnest Consulting. Together, we dive into the essentials of scaling your business wisely, highlighting thoughtful analysis, organizational changes, and delegation. Using the "underpants gnomes" analogy, we explain the risks of missing crucial planning steps. TJ also breaks down the importance of pro forma financial forecasts and their operational impacts. Tune in for actionable insights and real-world advice to help align your business

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09:19

Why Tolerating Risk Can Build Value

Keep What You Earn ·

2024/12/02

In this episode, Shannon explores the pivotal role of risk-taking in building a sustainable and valuable business. She discusses the delicate balance between withdrawing cash flow for immediate needs and investing for long-term growth. With her personal reflections and actionable advice, this episode is essential for entrepreneurs at every stage. Tune in to discover how embracing risk can lead to greater success. What you'll hear in this episode: 03:59 Harvesting reduces value, like extracting

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15:18

Boosting Business with Better Client Care

Keep What You Earn ·

2024/11/27

In today's episode, Shannon dives into a topic near and dear to her heart—boosting your business with top-notch client care. Drawing from her extensive background in customer service, which spans from McDonald's to Big Four firms to software companies, Shannon has firsthand experience in the power of excellent client interactions. This episode takes listeners through three critical aspects of client care that can make or break a business: having a clear proposal process, ensuring a user-friendly

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11:26

Smart Cash Management for Business Owners

Keep What You Earn ·

2024/11/26

Today, Shannon delves into non-traditional cash management strategies for business owners. Inspired by Shannon's experience at the Junior Achievement Steps for Success program, the episode explores various bank accounts and answers the question: "What do I do with my cash if it's just sitting in the bank?" Listeners will learn about checking and savings accounts, high-yield savings accounts, and even corporate brokerage accounts. What you'll hear in this episode: 05:33 High yield savings,

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44:24

Shannon's Appearance on "Earn & Invest" with Jordan...

Keep What You Earn ·

2024/11/25

In today's episode, host Shannon Weinstein shares a special replay of her recent appearance on the "Earn & Invest" podcast hosted by Jordan Grumet, also known as Doc G. During their conversation, Shannon discusses her entrepreneurial journey, offering advice for new business owners on building confidence and adjusting pricing gradually. She also addresses the emotional challenges of entrepreneurship, such as loneliness and the need for self-discipline. Listeners will hear about

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11:26

The Silent Business Killer

Keep What You Earn ·

2024/11/22

In today's episode, Shannon uncovers the "Silent Business Killer"—complacency. Drawing insights from her experiences as a fractional CFO, Shannon explores how getting too comfortable can hinder a business's potential, the importance of tracking performance metrics like revenue by employee, and how to stay proactive in optimizing operations. Get ready for actionable strategies that ensure businesses thrive by maintaining a critical eye on performance and making intentional growth decisions. What

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17:14

Essential Phases in Selling Your Business

Keep What You Earn ·

2024/11/21

In this episode, Shannon discusses the essential phases of selling a business. She breaks down four critical stages—from making an offer and conducting due diligence, to performing a valuation and transition planning. Drawing from personal experience, Shannon offers valuable insights to help entrepreneurs navigate the complex process of selling their business smoothly and profitably. Tune in for a comprehensive guide on what to expect and how to prepare for a successful business sale. What you'll

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43:24

How to Package and Price Consulting Services with...

Keep What You Earn ·

2024/11/20

Today, Shannon welcomes Michael Zipursky, an expert in helping consultants build successful businesses. They explore how consultants can package and price their services effectively. Michael discusses the power of productization and how creating structured, repeatable solutions can save time and increase profitability. They also address the issue of scope creep and share strategies for maintaining clear boundaries with clients. Listeners will gain insights into scaling their consulting

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16:55

The Biggest Risks to a Business

Keep What You Earn ·

2024/11/19

In today's episode, Shannon dives deep into the three major risks that can significantly impact any business. She explores the dangers of over-reliance on the owner, the pitfalls of over-concentration on particular clients, and the importance of being prepared for external market and industry risks. Get ready for practical advice that will help safeguard and grow your business. Remember, the insights shared are for educational purposes and not individual tax advice. What you'll hear in this

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14:20

How to Value a Business

Keep What You Earn ·

2024/11/18

In this episode, Shannon breaks down the essentials of valuing a business. She explains that a business’s worth goes beyond the numbers in the bank and dives into the importance of cash flow projections and managing risk. Shannon emphasizes how the perception of a business's value can often outweigh complex financial formulas. She highlights the key factors that make a business enticing to buyers, from the certainty of income to minimizing risks. Whether looking to sell or just enhance value,

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17:43

The Truth About IRS Agents and Getting Audited

Keep What You Earn ·

2024/11/15

Today, Shannon demystifies the intimidating process of IRS audits. Many fear audits, worrying about severe consequences like jail time, but Shannon is here to debunk these myths. Using relatable analogies and real-world examples, she explains why audits are not as terrifying as they seem and clarifies the true role of IRS agents. Whether you're a seasoned entrepreneur or just starting out, this episode provides valuable insights and practical tips, empowering you to handle audits with confidence

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17:15

Authentic Hiring: Showcase Your Values

Keep What You Earn ·

2024/11/14

In today’s episode, Shannon dives deep into a crucial yet often overlooked aspect of business growth: authentic hiring. As the year wraps up and tax season approaches, the hiring landscape is more competitive than ever. Shannon shares strategies on how to showcase a company’s values in job descriptions, why it’s essential to market job posts effectively, and offers insider tips on attracting top talent. Whether you’re looking to hire bookkeepers, tax professionals, or media personnel, this episode

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16:46

End-of-Year Financial Prep: Three Essential Steps for...

Keep What You Earn ·

2024/11/07

In this episode Shannon focuses on essential year-end financial tasks for business owners. As the year winds down, Shannon provides valuable insights into three crucial steps: catching up on bookkeeping, securing a tax professional, and organizing vendor expenses. While these steps may seem small, they can significantly reduce stress and set up listeners for success in the upcoming year. These actionable tips promise to be game changers for financial wellness as the new year approaches. Join us as

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17:04

Increase Your Earnings Without the Sales Struggle

Keep What You Earn ·

2024/11/06

In today's episode, Shannon dives into a topic that many business owners find challenging—sales. For those who break out in a cold sweat at the thought of selling, this episode offers relief. Shannon explores how to increase revenue without the dreaded sales struggle, offering practical strategies for upselling existing clients, leveraging partnerships, and optimizing lead sources. These insights aim to drive businesses forward without the constant battle of acquiring new customers. So, sit back and

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58:19

The Action Academy with Brian Luebben

Keep What You Earn ·

2024/11/05

Today’s episode is a bit different—we’re sharing an insightful discussion from my guest appearance on "The Action Academy" podcast, hosted by Brian Luebben. In this episode, Brian and I dive into my journey of transforming my business from basic bookkeeping to offering high-value, relationship-focused "fractional CFO" services. We discuss the importance of cultivating deeper client relationships, strategic pricing, and the shift from a high-volume to a high-value business model. I also share

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16:31

The Best Way to Get Out of a Business Funk

Keep What You Earn ·

2024/11/04

Today, Shannon shares her valuable strategies for overcoming periods of feeling stuck or unmotivated in the entrepreneurial journey. Drawing from her six years of experience, Shannon offers practical advice on reassessing calendars, prioritizing time, and creating efficient workflows to help business owners reignite their passion and drive. Whether you're a seasoned entrepreneur or just starting out, this episode provides actionable insights to shed layers of stagnation and move forward with renewed

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10:14

Managing Business Dynamics with a Partner

Keep What You Earn ·

2024/11/01

In today's episode, Shannon dives deep into the dynamics of managing a business partnership. Drawing from extensive experience, Shannon discusses the critical aspects of forming and maintaining a successful partnership—from the importance of identifying the strengths and weaknesses of each partner to setting clear expectations and crafting a solid partnership agreement. Shannon highlights that, much like a marriage, a business partnership is a serious commitment that requires careful planning and

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12:55

Crafting a Profit Plan That Drives Your Business Forward

Keep What You Earn ·

2024/10/31

In today's episode, Shannon dives deep into the concept of crafting a profit plan that truly drives your business forward. We're going beyond the old-school notion of restrictive budgeting and embracing a strategy that aligns your spending with your business goals. Inspired by Mike Michalowicz's Profit First methodology, Shannon will break down how you can allocate your finances into key buckets—like personnel, operations, and client acquisition—to ensure your money is working as hard as you are

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