Afleveringen

  • In today's episode, we're diving deep into the world of franchising. Whether you're looking to franchise your own business or thinking about purchasing one, there's a lot to unpack. I’ve had numerous chats with franchise business owners and even the founder of Squeeze, Brittany Driscoll, to shed light on both sides of franchising. From the hefty upfront investments and cash flow management challenges to understanding royalty structures and benchmarking against other franchisees, this episode is packed with actionable insights to help you keep those profit margins high.

    What you'll hear in this episode:

    05:41 Understanding and managing franchise royalties and margins.

    07:38 Franchising offers control, playbook, and quick growth.

    If you like this episode, check out:

    How to Integrate Business Development Into Habits

    Investing in Businesses - What You Need to Know

    Blue Oceans are All Around Us

    Want to learn more so you can earn more?

    Get $50 off your HR audit with People Principles by using code SHANNON50 here.

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    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.

  • Today, we're diving into a transformative topic: Building a Business with an Exit Strategy in Mind. Even if selling your business seems like a distant thought, planning for its eventual sale can shape a more robust and self-sustaining enterprise. Join me, Shannon Weinstein, as I discuss the importance of creating sellable processes, establishing recurring revenue streams, and streamlining roles to ensure your business thrives even without you. Whether you're planning your exit strategy or just curious about the future, this episode will provide actionable insights to secure your business's legacy.

    What you'll hear in this episode:

    05:30 Limiting clients to provide attentive first-class service.

    07:55 Focusing on small actions for future success.

    If you like this episode, check out:

    Breaking Down CFO On Demand

    Stop Trying to Scale Everything

    The Steps to Selling a Business

    Want to learn more so you can earn more?

    CFO On Demand click here

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    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.

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  • Today we’re continuing our conversion with Brittany, who transitioned from marketing guru to entrepreneur with her innovative massage business, Squeeze, shares invaluable insights on making each customer feel special and valued. We discuss how integrating unique elements like champagne into traditional settings, such as tax offices, could redefine customer interactions. Brittany also dives into the importance of technology in personalizing customer service and how a human-centric approach has been key to her success.

    Brittany Driscoll is the co-founder and Chief Executive Officer at Squeeze, which is dedicated to creating a better massage experience and brought to you from the founders of Drybar. She also Co-Founded and leads The Feel-Good Company, a service agency set out to transform the way people experience retail by building and scaling a collective of female-founded wellness brands dedicated to bettering the mind, body, and soul for good.

    Brittany spent four years running marketing for Drybar where she helped take the company from $30M to more than $100M, and prior to that Brittany spent over a decade in marketing and advertising. As a female entrepreneur, cancer survivor, and wellness advocate, Brittany has a strong passion for supporting other women in business and has become a thought-leader in her community. She believes in speaking up for what you believe in, empowering people to use their voice, and that we all have the ability to change the world for good.

    Instagram: https://www.instagram.com/brit_driscoll/

    Website: https://www.squeezemassage.com/

    What you'll hear in this episode:

    03:59 Professional woman's vulnerability inspires others to succeed.

    09:08 Reflecting on past, no regrets, shaped me.

    13:17 Builder turned entrepreneur after encouragement from founders.

    14:44 Passionate about massage therapy, focused on employees.

    18:36 Business is about making people feel valued.

    20:20 Company prioritized people, consulting work was devalued.

    24:40 Emphasizing values and employee responsiveness for success.

    26:37 Understanding principles of hospitality transcends specific industries.

    If you like this episode, check out:

    Breaking Down CFO On Demand

    Stop Trying to Scale Everything

    The Steps to Selling a Business

    Want to learn more so you can earn more?

    Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    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.

  • Today’s episode is particularly exciting as we're joined by Brittany Driscoll, the co-founder and CEO of Squeeze, an innovative massage franchise changing the way people experience wellness. Brittany will share her journey from her days with Drybar to launching Squeeze right on the cusp of the pandemic. We’ll explore the challenges and victories of building a business during uncertain times and how Squeeze is revolutionizing customer service in the wellness industry through tech-driven, personalized experiences. Whether you’re an aspiring entrepreneur or an experienced business owner, Brittany’s insights on perseverance, leadership, and innovation are bound to inspire. So let’s get started and dive into how Squeeze is not just growing as a business but nurturing community connections through wellness.

    Brittany Driscoll is the co-founder and Chief Executive Officer at Squeeze, which is dedicated to creating a better massage experience and brought to you from the founders of Drybar. She also Co-Founded and leads The Feel-Good Company, a service agency set out to transform the way people experience retail by building and scaling a collective of female-founded wellness brands dedicated to bettering the mind, body, and soul for good.

    Brittany spent four years running marketing for Drybar where she helped take the company from $30M to more than $100M, and prior to that Brittany spent over a decade in marketing and advertising. As a female entrepreneur, cancer survivor, and wellness advocate, Brittany has a strong passion for supporting other women in business and has become a thought-leader in her community. She believes in speaking up for what you believe in, empowering people to use their voice, and that we all have the ability to change the world for good.

    Instagram: https://www.instagram.com/brit_driscoll/

    Website: https://www.squeezemassage.com/

    What you'll hear in this episode:

    06:35 Passionate about bettering communities through massage.

    09:36 Team bonding leads to gratitude and uplift.

    12:32 Franchisor maintains brand standards, franchisees execute. Common in health and wellness industry.

    16:28 Creating brand focused on guest and employee experience.

    19:06 Visited France, Canada, Mexico, Spain, Australia, development.

    If you like this episode, check out:

    Breaking Down CFO On Demand

    Stop Trying to Scale Everything

    The Steps to Selling a Business

    Want to learn more so you can earn more?

    Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    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 today's episode, we're diving into one of the less talked about aspects of tax deductions: depreciation, and specifically, depreciation recapture. We'll unravel the intricacies of bonus depreciation and Section 179, and reveal why these strategies might seem like tax eliminators but are often just tax deferrals. Plus, you'll learn how selling your business assets can lead to unexpected tax consequences. Stay tuned for actionable tips on how to navigate these financial nuances and safeguard your business's wealth.

    What you'll hear in this episode:

    05:21 Consult tax advisor before selling business or assets.

    07:26 Foundational business resources for successful startup.

    If you like this episode, check out:

    Should I Hire a Tax Strategist?

    How to Read Your Tax Return

    S Corp Salary Explained Like a 3rd Grader

    Want to learn more so you can earn more?

    Transform your small business journey – download the Small Business $tarter Kit here.

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    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 today's episode, we'll be tackling a crucial topic for those of you who have transitioned from being employees to becoming self-employed or small business owners—deducting self-employed health insurance premiums. Navigating the intricacies of health insurance as an entrepreneur can be daunting, especially when it comes to tax deductions. We'll break down everything you need to know, whether you're a sole proprietor, single-member LLC, or operate under an S corporation or C corporation. From understanding where to report your premiums on your tax return to making sure you get the maximum deduction, this episode is packed with actionable insights.

    What you'll hear in this episode:

    04:45 Use an accountable plan for business reimbursements.

    07:46 Filing through corporation saves on taxes.

    If you like this episode, check out:

    Should I Hire a Tax Strategist?

    How to Read Your Tax Return

    S Corp Salary Explained Like a 3rd Grader

    Want to learn more so you can earn more?

    Join Gusto today and get a $100 Visa Gift Card

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    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.

  • Today’s episode features Shannon on The Ultra Life Podcast, hosted by Samantha Nivens. Shannon shares her transformative journey from corporate America to entrepreneurial success, starting with her surprising introduction to accounting, pivoted by a bet with her father. Discover how pivotal moments, including personal challenges and a significant bereavement leave, influenced her career path and led her to embrace her true calling in simplifying finances for entrepreneurs.

    What you'll hear in this episode:

    04:10 Became accountant after losing a bet with dad.

    09:43 Emphasizing importance of addressing personal challenges quickly.

    12:54 Embracing metrics, finding meaning in progress.

    15:11 Dad stopped giving money, worked at McDonald's.

    21:24 Navigating midlife changes, self-discovery, and societal expectations.

    29:06 Encouraging individual freedom and self-permission.

    30:29 Earn choices with his guiding directions reluctantly.

    35:17 Permission and support are powerful for growth.

    39:33 Accountants mostly interacted with people in their field.

    45:04 Entrepreneurship should be about enjoying the journey.

    46:37 Life and business challenges while being mom.

    49:37 Emphasizing real-life balance while building successful business.

    53:37 Focus on customer desires, not personal preferences.

    If you like this episode, check out:

    Who Do I Ask?

    Compensation Plans - Commission or Flat Rate?

    Is Hiring Your Family the Right Thing to Do?

    Want to learn more so you can earn more?

    CFO Power Session: https://www.keepwhatyouearn.com/power-sessions

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    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.

  • Today, we're thrilled to have Chris Goodman back on the show, a seasoned life and business coach dedicated to shaping high performers. In this episode, we explore the often unseen struggles entrepreneurs face, and how reorienting their mindset can lead to significant breakthroughs in both life and business. We'll uncover how trust and accountability play pivotal roles in the client-coach relationship, the importance of setting clear visions, and why embracing coachability can transform challenges into opportunities for growth. Whether you're considering making a leap from your day job to your side hustle or looking to streamline your business's operations, today's discussion will provide valuable insights into creating a more fulfilling and financially sound business. Join us as we dissect these topics and share actionable steps to help you keep what you earn.

    Chris Goodman is a premier life and business coach for high-performers. His clients include founders, CEOs, influencers, across industries. His mission is to empower individuals to attain personal freedom, fulfillment, and global impact. Through one-on-one, group coaching, live training, and consulting. Chris guides clients to unlock their potential and achieve desired results.

    What you'll hear in this episode:

    05:32 Coaching to discover joy and new answers.

    08:21 Rising levels, coaching leads to transformation.

    10:21 Persistent frustration leads to transformation and change.

    14:03 Client commitment and effort crucial for success.

    20:23 Exploring challenges faced by business owners.

    24:11 Business owners choose suffering by not delegating.

    27:48 Overcoming stress by seeking support and collaboration.

    28:36 Building a strong team requires support and accountability.

    31:43 Challenging clients on their unnecessary financial permission.

    37:33 Leveraging expertise, profitability over revenue optimization strategy.

    38:29 Cost-cutting, leverage and lead generation strategies discussed.

    If you like this episode, check out:

    How Can You Shake Off Business Boredom and Thrive?

    3 Voices You Need to Silence to Succeed

    Delivering Effective Feedback to Coach Your Team with Chris Goodman

    Want to learn more so you can earn more?

    CFO On Demand click here

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    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 today's episode, Shannon takes on a frequently asked question: what would she do if she had to start her business all over again from scratch? Drawing from her extensive experience as a CPA and business owner, Shannon shares key strategies she would prioritize, such as focusing on solving clients' problems over educating them and refining her product for maximum impact. She also delves into the importance of niching down, setting clear client expectations, and leveraging client testimonials for steady growth. Get ready to dive into actionable advice that can help you streamline and scale your business more effectively, whether you’re just starting out or looking to simplify your processes.

    What you'll hear in this episode:

    07:01 Focus on chosen activities, find revenue quickly.

    08:28 Help clients make money for a cut.

    If you like this episode, check out:

    Why You May Not Want to Start a New Business

    CFO Q&A - Naming Your Business

    What Actually Happens If I Commingle Business and Personal Finances?

    Want to learn more so you can earn more?

    Get $50 off your HR audit with People Principles by using code SHANNON50 here.

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    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 today’s episode, Shannon dives deep into a heartwarming collaboration with Junior Achievement. Shannon shares her inspiring journey of sponsoring the "Steps for Success" program, which provides crucial financial education to local students.

    Join us as Shannon recounts the enthusiastic participation of these young minds eager to learn about saving, investing, credit, debt, and even the nuances of financial trust. Hear firsthand how these lessons are transforming students' understanding of money and their own financial futures. Plus, Shannon emphasizes the power and responsibility of entrepreneurs to make tangible impacts in their communities and beyond. Get ready for an episode filled with inspiration, education, and actionable advice on how to leverage your skills for the greater good. Stay tuned to discover how you can also make a difference and perhaps find new ways to engage with your community.

    What you'll hear in this episode:

    05:00 Teaching young teens about trust and money.

    08:33 Encourage involvement, make a true impact.

    10:44 Resources to help start and manage business.

    If you like this episode, check out:

    What's the Best Way to Pour Money Into Your Business?

    Introducing Money to Kids: Where Do You Start?

    3 Things You Need to Know Before Buying a Business

    Want to learn more so you can earn more?

    Transform your small business journey – download the Small Business $tarter Kit here.

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    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.

  • Today, Shannon connects the dots between pristine bookkeeping and securing the best possible deal when selling your business. We'll explore why understanding your financial statements isn’t just about ticking boxes for tax purposes but is a powerful tool in evaluating the true worth of your money-making venture. Whether you're eyeing that exit or just planning ahead, understanding your business's financial narrative is your ticket to maximizing value and negotiating confidently. Stick around as we unravel these financial intricacies and more, ensuring you're well-prepared for that momentous sale day.

    What you'll hear in this episode:

    04:43 Know your business's worth before selling.

    07:34 Consider timing and financials for successful business exit.

    If you like this episode, check out:

    Breaking Down CFO On Demand

    Stop Trying to Scale Everything

    The Steps to Selling a Business

    Want to learn more so you can earn more?

    CFO On Demand click here

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    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.

  • Today, Shannon will take you on a journey from the bustling streets of Boston to the serene coastline of Guanacaste, Costa Rica, exploring the boundless potential of untapped markets. Shannon shares captivating personal stories and key insights on identifying blue ocean opportunities—markets ripe for innovation and free from fierce competition, creating a plethora of opportunities for entrepreneurs willing to think outside the box. Whether it's a local bagel venture that thrives against the odds or introducing calendly to a lawyer, today's episode is all about expanding your horizon and discovering lucrative, underserved markets that could transform your business. Get ready to dive deep into strategic market positioning and learn how you can apply these principles to scale your own business and keep what you earn.

    What you'll hear in this episode:

    04:21 Discovering rare food & resources; different attitude.

    08:48 Expand market, find unsaturated opportunities, serve needs.

    If you like this episode, check out:

    Investing in Businesses - What You Need to Know

    Pricing Blunders That Could Cost You Thousands

    How to Build Trust with Your Customers

    Want to learn more so you can earn more?

    Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    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.

  • Welcome back! In today's episode, we continue our inspiring conversation with the incredible Kristen Butler, best-selling author and CEO of Power of Positivity. Yesterday, we learned about Kristen’s journey, rising from the ashes of a bankrupt business to building an online community with over 50 million followers. Today, we delve deeper into the mindful habits that powered Kristen's remarkable transformation, exploring how positivity can reshape our lives and identities. From discussing the importance of self-care and financial literacy to embracing the power of positivity in personal and professional realms, Kristen shares insights that are both actionable and uplifting. Whether you’re an entrepreneur at the beginning of your journey or someone looking to inject more positivity into your life, this episode is packed with valuable lessons on growth, resilience, and the transformative power of a positive mindset.

    Kristen Butler is a bestselling author and the CEO of Power of Positivity, a community with over 50 MM followers globally. Kristen was awarded SUCCESS Magazine's Emerging Entrepreneur in 2022. She is a leader, writer, and visionary in personal development with a huge heart and captivating authenticity. Her mission is to uplift the planet! Kristen passionately started Power of Positivity in 2009

    Website: powerofpositivity.com
    Current Offers: https://positivekristen.com/offerings/
    Instagram: https://www.instagram.com/powerofpositivity/
    YouTube: https://www.youtube.com/channel/UCC4pMlNP2qkj1sLnaDdSwQw

    What you'll hear in this episode:
    03:19 Increasing nonfiction reading, building financial literacy, healthier lifestyle.

    08:50 Started blog on food and wellness science.

    11:37 Desire for positivity amid challenge of negativity.

    14:46 Realized burnout was a self-generated choice.

    18:43 Outsourcing growth, reinvestment, and staying in expertise.

    19:30 Hired editor creates positive video content ripple.

    24:31 Embracing new things can lead to enjoyment.

    If you like this episode, check out:

    How Can You Shake Off Business Boredom and Thrive?
    Stop Shrinking Yourself in the Name of Saving
    Maximize Your Income with the Help of a CFO

    Want to learn more so you can earn more?

    Transform your small business journey – download the Small Business $tarter Kit here.

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    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.

  • Today's episode features an incredible story of resilience and transformation with our guest, Kristen Butler. Kristen, a best-selling author and CEO of Power of Positivity, shares her journey from the depths of bankruptcy to building a global community with over 50 million followers. We'll explore how a mindset centered around positivity and constructive habits helped her rebuild her life and business. Kristen's story is not just inspiring—it's a testament to the power of positivity and the tangible impacts it can have on both personal and professional realms. Join us as we delve into the values of positivity, healthy habits, and the importance of adapting and thriving through life's financial challenges. Make sure to listen in, as this episode is packed with insights and inspiration for anyone looking to turn their struggles into success.

    Kristen Butler is a bestselling author and the CEO of Power of Positivity, a community with over 50 MM followers globally. Kristen was awarded SUCCESS Magazine's Emerging Entrepreneur in 2022. She is a leader, writer, and visionary in personal development with a huge heart and captivating authenticity. Her mission is to uplift the planet! Kristen passionately started Power of Positivity in 2009

    Website: powerofpositivity.com
    Current Offers: https://positivekristen.com/offerings/
    Instagram: https://www.instagram.com/powerofpositivity/
    YouTube: https://www.youtube.com/channel/UCC4pMlNP2qkj1sLnaDdSwQw

    What you'll hear in this episode:

    04:45 Recognize difficulties, open doors, embrace positivity.

    09:34 Positive mindset led to action and growth.

    12:39 Balancing work and joy for better productivity.

    15:56 Diversify income, pursue passion, self-discovery lessons learned.

    18:15 Fear of failure and lack of control.

    20:07 Downsizing led to understanding abundance and adaptability.

    If you like this episode, check out:

    How Can You Shake Off Business Boredom and Thrive?

    Stop Shrinking Yourself in the Name of Saving

    Maximize Your Income with the Help of a CFO

    Want to learn more so you can earn more?

    5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    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 today's episode, we dissect the critical decision every entrepreneur faces: should you increase sales or decrease spending to boost profits? Shannon shares key strategies for focusing on one goal at a time, the importance of operational efficiency, and why cutting costs isn’t always the answer. Discover how to streamline your business for profitability and for an opportunity to deeply analyze your finances. Stay tuned to learn more about ensuring your business’s financial fitness.

    What you'll hear in this episode:

    06:56 Optimize sales, plug leaks, focus on drivers.

    09:17 Cost cutting, revenue generation, focus, profitability improvement.

    If you like this episode, check out:

    Is Productivity the Same as Profitability?

    Building a Business with Exit Strategy in Mind

    The Best Places to Look to Find Cost Savings

    Want to learn more so you can earn more?

    CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    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.

  • Today, Shannon is turning the tables on herself to share something a bit personal and immensely valuable—her three most expensive mistakes in business. Yes, even as a CPA and CFO, Shannon’s not immune to the occasional financial mishap. Just like a personal trainer can't resist a slice of cheesecake, she, too has weaknesses when it comes to business decisions. From overpaying the wrong hires to saying 'yes' too quickly and neglecting constant sales focus, Shannon dives deep into these costly lessons. The hope is that by sharing these, you'll be able to sidestep similar pitfalls and strengthen your own financial strategies. So, let's learn, grow, and transform our mistakes into wisdom together.

    What you'll hear in this episode:

    04:05 Extracting lessons from mistakes is an expensive tuition.

    06:48 Team accountability drives conscious decision-making and consistency.

    10:37 Continuous marketing, content creation, and sales strategy.

    If you like this episode, check out:

    How Can You Shake Off Business Boredom and Thrive?

    3 Voices You Need to Silence to Succeed

    Never Let Your Scarcity Show

    Want to learn more so you can earn more?

    CFO On Demand click here

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    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.

  • Today, Shannon will not only explore why securing a qualified tax pro feels like an insurmountable task, but she'll also share some insider tips—consider them your cheat codes—to help you navigate this process with confidence. From the pitfalls of prioritizing convenience over quality to the struggles of aligning expectations, we'll uncover the barriers in the accountant-client relationship. Shannon's candid discussion addresses the communication gaps, the importance of sales skills for accountants, and the vastly differing interpretations of what "good" really means when it comes to tax services.

    What you'll hear in this episode:

    03:27 Find a partner who can articulate tax issues.

    08:46 Developing sales skills improves communication and trust.

    12:29 Mismatched expectations can lead to mislabeled services.

    16:11 Podcast aims to simplify complex business concepts.

    If you like this episode, check out:

    Best Practices to Collect Cash from Customers Faster

    How to Generate Cash Without Increasing Price

    Want to learn more so you can earn more?

    Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    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 today’s episode, we continue our chat with Jamie Van Cuyk, the reputable hiring strategist behind Growing Your Team. Join us as we unlock the secrets to hiring top talent without the trial and error that can cost small business owners dearly. From crafting compelling job postings to conducting insightful interviews and eventually making confident hiring decisions, we cover it all. Don't miss out on the strategies that could save you from costly hiring mistakes and help you build the dream team that propels your business forward. Stay tuned till the end to learn how you can connect with Jamie and tap deeper into expert strategies for hiring success.

    Jamie Van Cuyk, the owner and lead strategist of Growing Your Team, is an expert in hiring and onboarding teams within small businesses. Drawing from 15 years of leadership experience, Jamie teaches her clients how to hire their first team members, including employees and long-term contractors. By learning the dynamics of each company and their specific needs, she helps them find their perfect-fit

    Webinar to Three Tips for Having Employees Who Are Worth Their Paycheck - https://growingyourteam.com/worththeirpaycheck

    Facebook - https://www.facebook.com/GrowingYourTeam

    Instagram - https://www.instagram.com/growingyourteam/

    LinkedIn - https://www.linkedin.com/in/jamievancuyk/

    Website - https://growingyourteam.com/

    What you'll hear in this episode:

    05:21 Short interviews are like dating - essential.

    07:11 Interview carefully, evaluate each candidate individually.

    12:40 Some clients need sample work for assessment.

    16:01 Assessing problem-solving skills through communication and reaction.

    17:12 Assess video submissions and candidate quality effectively.

    23:30 All-in-one business setup tool for success.

    If you like this episode, check out:

    Who Do I Ask?

    Compensation Plans - Commission or Flat Rate?

    Is Hiring Your Family the Right Thing to Do?

    Want to learn more so you can earn more?

    Transform your small business journey – download the Small Business $tarter Kit here.

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    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.

  • Today, we dive deep into the art of delegation with guest expert Jamie Van Cuyk, owner and lead strategist at Growing Your Team. We'll explore why hiring the right team members at the right time plays a critical role in the expansion and success of your business. From overcoming challenges in delegation as small business owners to understanding when and how to scale your team strategically without sacrificing financial stability, this episode is packed with insights. Whether you struggle with relinquishing control or knowing which roles to hire for to maximize ROI, Jamie offers tactical advice and real-world examples to guide you through. Stay tuned as we uncover the secrets to becoming a champion delegator and propelling your business forward by effectively growing your team.

    Jamie Van Cuyk, the owner and lead strategist of Growing Your Team, is an expert in hiring and onboarding teams within small businesses. Drawing from 15 years of leadership experience, Jamie teaches her clients how to hire their first team members, including employees and long-term contractors. By learning the dynamics of each company and their specific needs, she helps them find their perfect-fit

    Webinar to Three Tips for Having Employees Who Are Worth Their Paycheck - https://growingyourteam.com/worththeirpaycheck

    Facebook - https://www.facebook.com/GrowingYourTeam

    Instagram - https://www.instagram.com/growingyourteam/

    LinkedIn - https://www.linkedin.com/in/jamievancuyk/

    Website - https://growingyourteam.com/

    What you'll hear in this episode:

    06:11 Neglecting self-care leads to limited growth.

    09:38 Delegate behind-the-scenes client work for growth.

    12:00 Small businesses often want one person to handle all marketing, but strategy and execution are different.

    15:36 Salespeople neglect admin tasks, causing operational issues.

    19:15 Prioritize ROI for immediate positive and long-term impact.

    20:16 Delegate, prioritize, and combine tasks for efficiency.

    If you like this episode, check out:

    Who Do I Ask?

    Compensation Plans - Commission or Flat Rate?

    Is Hiring Your Family the Right Thing to Do?

    Want to learn more so you can earn more?

    CFO On Demand click here

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    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.

  • Today, Shannon delves into the essence of integrating business development into daily habits. She uncovers how consistent, small steps in sales, marketing, and networking can create a powerhouse of progressive movement for your business, much like training for a marathon. Shannon explores practical strategies using tools like Asana, the power of social media engagement, and the magic of in-person connections. Whether you're pitching to podcasts or simply showing up at local events, it's time to weave business growth seamlessly into your routine. So, if you're eager to learn how to propel your business every day without getting overwhelmed, grab your notepad and let's turn inching forward into miles of success.

    What you'll hear in this episode:

    05:30 Attend in-person networking events for professional growth.

    08:04 For business development, create intentional habits locally.

    If you like this episode, check out:

    Investing in Businesses - What You Need to Know

    Blue Oceans are All Around Us

    Pricing Blunders That Could Cost You Thousands

    Want to learn more so you can earn more?

    Transform your small business journey – download the Small Business $tarter Kit here.

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    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.