Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Not Being An 'Order Taker' and Ditching $250/$300 Clients w/ Shannon Weinstein


Listen Later

In this episode of the Grow Your Firm Podcast, host David Cristello welcomes Shannon Weinstein, the CFO for small businesses transitioning from seven to eight figures and President of Keep What You Earn

Shannon shares her unique approach to hiring, emphasizing the importance of crafting compelling job descriptions that sell the company to prospective candidates. With over 120 applicants for her last two job openings, she highlights the need to view recruitment from a sales perspective. 

Throughout the conversation, Shannon discusses her firm’s philosophy on time tracking, stating they do not track time and explaining how this principle has shaped their operations. 

Additionally, she reveals her efficient work schedule, averaging 25 to 35 hours per week, and offers insights into building a successful CFO practice. Tune in for valuable tips on hiring, firm management, and achieving work-life balance.

...more
View all episodesView all episodes
Download on the App Store

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsBy Jetpack Workflow

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

73 ratings


More shows like Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

View all
Accounting Best Practices with Steve Bragg by Steve Bragg

Accounting Best Practices with Steve Bragg

254 Listeners

Accountant's Flight Plan by Brannon Poe; Poe Group Advisors

Accountant's Flight Plan

9 Listeners

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business by Mike Michalowicz

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

81 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

416 Listeners

Talking Tax by Bloomberg Tax

Talking Tax

112 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

338 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

245 Listeners

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals by Michelle Weinstein  - The Pitch Queen, Sales Strategist

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

84 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

43 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

25 Listeners

The Unique CPA by Randy Crabtree, CPA

The Unique CPA

22 Listeners

The Modern CPA Success Show by Summit Virtual CFO by Anders

The Modern CPA Success Show

9 Listeners

Building the Premier Accounting Firm by Roger Knecht

Building the Premier Accounting Firm

14 Listeners

Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

Earmark Podcast | Earn Free Accounting CPE

25 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

39 Listeners