Today, we're thrilled to share an insightful episode featuring Shannon's appearance on the "She Believed She Could" podcast with host Allison Walsh. Shannon dives deep into her journey, from her initial inspiration to become an accountant to the valuable services she offers through her company. She shares practical tips on avoiding financial pitfalls, the importance of proactive tax planning, and how entrepreneurs can retain more of their hard-earned money. Allison and Shannon discuss the value of ongoing collaboration with financial advisors and why taking early steps, even simple ones like opening a business bank account, can make a significant difference. Whether you're just starting your business or looking to optimize your financial strategy, this episode is packed with actionable advice to help you succeed.

Listen to "She Believed She Could" Podcast here: https://podcasts.apple.com/us/podcast/she-believed-she-could-podcast/id1505347834 What you'll hear in this episode: 07:16 Starting simple alleviates overwhelming financial tasks. 10:56 Hire a proactive accountant for strategic tax planning. 13:14 Help maximize earnings: IRS compliance, strategy, advising. 18:34 Values clarity drives client alignment and confidence. If you like this episode, check out: Managing Business Dynamics with a Partner

Start with This Financial Metric (Financial Priority Formula Part 1)

What Are the 3 Things You Need to Know Before Buying a Business? 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.