In this episode, Javi Chavez interviews Shannon Weinstein, a fractional CFO and CPA.
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Connect with Shannon! 
Website - https://www.keepwhatyouearn.com/power-sessions https://www.fitnancialsolutions.com/ 
Instagram - https://www.instagram.com/keepwhatyouearn/ https://www.instagram.com/shannonkweinstein/

Shannon emphasizes the importance of consistency and operational excellence, citing her early experiences working at McDonald's as a foundation for understanding the value of well-defined processes.

Shannon has consciously nurtured a culture of open and effective communication in her company, recognizing that language matters, especially when conveying warmth and tone through short and concise emails.

Shannon shares a significant turning point in her career when, at 23, she worked for a large firm undergoing inspection. The firm had altered documents in response to an audit of the auditors, leading to legal complications. This experience taught her the importance of integrity, avoiding shortcuts, and being genuine in her actions.

Creating a safe workspace where employees feel comfortable coming forward with their mistakes is crucial, according to Shannon. When asked about the need for fractional CFOs, she emphasizes that understanding your financial data is the first step. A skilled CFO can help translate those numbers into actionable insights, tailoring financial strategies to address specific business questions. 

The conversation delves into building a positive company culture. Recruitment, Shannon explains, is about identifying core competencies and specific traits rather than personality types.

Trust, cultural fit, and communication preferences are critical when evaluating potential employees. Her advice for hiring the right person centers on listening to their questions about your business and ensuring they are well-versed in your industry.

Shannon advocates for making money legally and transparently rather than seeking ways to evade taxes.

Shannon's decision to live in Costa Rica stems from a desire to live life now rather than waiting for retirement. She shares a pivotal moment when she dedicated herself to her side gig, setting a specific financial goal. This commitment, she found, ignited her determination and served as a roadmap for achieving her objectives.

In her parting advice, Shannon suggests viewing your financial tools as sources of inspiration rather than intimidation, listening to what your numbers reveal, and avoiding the impulse to say "yes" to every potential client.