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 website, and effectively leveraging client information to enhance their experience. Get ready to take notes, as these insights are designed to help create a client-focused business that not only attracts but retains satisfied customers.  What you'll hear in this episode: 05:27 Prioritize customers by responding quickly, avoid delays. 09:34 Read information provided before asking repetitive questions. 10:46 Streamline processes to improve customer service experience.  If you like this episode, check out: Acquire Cheaper and Better Customers (Financial Priority Formula Part 3) 

Simplifying Sales Strategy 

Lowering Your Price to Sell More?  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, 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, maintain reserves, consider investing. 

08:11 Prioritize checking and savings for business growth.  If you like this episode, check out: Why You Should Get Financing Before You Need It 

Maximize Profit and Cash Flow (Financial Priority Formula Part 2) 

CFO Q&A: Should You Pay Off Loans with Extra Cash?  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, 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 Shannon's transition from a corporate accounting career to launching her own business. She talks about the pivotal life events that inspired her and her future plans for keynote speaking and educating young entrepreneurs. Let's dive into Shannon Weinstein's appearance on "Earn & Invest" with Jordan Grumet.  Listen to the “Earn & Invest” Podcast here: https://podcasts.apple.com/us/podcast/earn-invest/id1440355498

 What you'll hear in this episode: 05:18 Internships led to job offers by senior year. 

11:45 Created company to empower instructors part-time. 

13:53 Started business in 2019, learned digital marketing. 

18:56 Quitting job was a long-term planned goal. 

25:17 Setting meeting limits for energy and freedom. 

26:23 Unique skills ease fear of taking risks. 

31:57 Balancing work and leisure throughout the day. 

37:54 Start small, build confidence, then raise prices. 

39:57 Build a life you want through entrepreneurship.  If you like this episode, check out: Become the Director, Not the Lead Actor 

The Best Way to Get Out of a Business Funk 

What We Learned From "Un-Scaling" This Year  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, 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 you'll hear in this episode:05:43 Accountability and performance clarity drive organizational success.07:44 Track revenue per employee; a key agency metric. If you like this episode, check out: Creative Benefits You Can Offer Employees

Managing the Employee Expectation Gap

Strategies for Managing Remote Teams 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 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 hear in this episode: 04:07 Plan for risks; consult lawyer; validate terms.

07:36 Due diligence and valuation crucial for selling.

10:23 Business transition planning involves intricate processes.

15:25 Partner with professionals, follow phases, plan transitions. If you like this episode, check out: The Best Way to Get Out of a Business Funk

What We Learned From "Un-Scaling" This Year

3 Ways to Become a Better Small Business Customer 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.

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 businesses, having value-driven conversations with clients, and ensuring their services deliver impactful outcomes. Stay tuned to the end for special offers and resources. 

Michael Zipursky specializes in helping entrepreneurial consultants grow profitable, scalable and strategic consulting businesses. After advising organizations like Financial Times, Dow Jones, RBC, and helping Panasonic launch new products into global markets, he started Consulting Success and has since helped over 1000 consultants from around the world in over 75 industries add 6 and 7 figures to their annual revenues. In addition to their coaching and trainings programs, over 45,000 consultants read his weekly consulting newsletter and over 50,000 download the Consulting Success Podcast each month. He's also the author of several books on consulting.

Website: https://www.consultingsuccess.com LinkedIn: https://www.linkedin.com/in/zipursky/ YouTube: https://www.youtube.com/channel/UCcZvQqRud5hOIfHt62vpGmAb

What you'll hear in this episode:

06:11 Go deep first, then expand your expertise.

06:54 Specializing effectively targets necessary consulting clients.

12:39 Deep, meaningful conversation vital for buyer commitment.

13:55 Focus on value-based pricing for clients.

17:18 Balancing value vs. transactional work challenges perception.

21:47 Productization combines customization with efficient standardization.

26:19 Productization enables scalable, efficient team training.

28:00 Productization boosts profitability, clarity, and employee morale.

33:43 Evaluate priority of new proposal for client.

34:46 Evaluate resource needs; discuss project timing impacts.

40:21 Learned from mistakes, set boundaries, prevent repetition.

If you like this episode, check out:

Acquire Cheaper and Better Customers (Financial Priority Formula Part 3)

Simplifying Sales Strategy

Lowering Your Price to Sell More?

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.

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 episode:

03:33 Owner dependence reduces business value drastically.

09:18 Assess external factors; identify risks and patterns.

10:26 Prepare for risks with contingency plans in business.

14:28 Identify main risks; take steps to mitigate.

If you like this episode, check out:

What Can a Balance Sheet Reveal About Your Business?

Navigating Tax Rules for Digital Sales

What Should You Track in Your Books?

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.

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, listeners will gain valuable insights into creating a more reliable and valuable business.

What you'll hear in this episode:

03:23 Value is opportunity, not just current assets.

08:49 Reliance creates risk despite cashflow opportunities.

10:01 Lay a strong foundation for business certainty.

If you like this episode, check out:

Why You Should Get Financing Before You Need It

Maximize Profit and Cash Flow (Financial Priority Formula Part 2)

Cash Management Strategies

Want to learn more so you can earn more?

Download the Money Pro Matchmaker tool 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 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.

What you'll hear in this episode:

06:03 IRS audit requires detailed financial documentation.

08:07 Leave show review; okay back to findings.

12:28 IRS staff increases improved service quality.

16:08 Comprehensive resources bundle for new business owners.

If you like this episode, check out:

The Truth About Tax Savings and Strategies

Is Hiring A Tax Strategist For You?

Simple S Corp Salary Guide for Beginners

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, 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 will provide the tools needed to stand out in the crowded job market and find candidates who truly align with your company’s culture.

What you'll hear in this episode:

06:16 Hiring flexible, impact-driven bookkeeper for remote work.

07:58 Flexible, client-focused accounting work for life changes.

12:08 Authenticity matters in crafting job descriptions.

14:11 Articulate expectations and showcase implicit values effectively.

If you like this episode, check out:

Managing the Employee Expectation Gap

How to Keep Employees Loyal

Strategies for Managing Remote Teams

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.