Today, we are sharing a portion of Shannon’s interview on Lori Harder’s podcast “Earn Your Happy.” In this episode, Shannon and Lori tackle some of the most common myths about financial management for business owners, including the misconception that you only need a tax professional once a year. Shannon sheds light on the significant value a fractional CFO can bring to your business, regardless of its stage. From the importance of good bookkeeping to the strategic oversight that can help you reach your business goals, Shannon's insights are invaluable.

 

Together, Lori and Shannon explore when and why you should consider hiring a fractional CFO, setting realistic and meaningful financial goals, and why expert advice is essential right from the start. Shannon also shares inspiring stories and practical advice that can help you take charge of your financial journey.

 

Check out Lori’s podcast, “Earn Your Happy” here.

 

What you'll hear in this episode:

06:12 Aspiring businesswoman invests in coaching and experts.

07:42 Need guidance to address business blind spots.

12:43 Goal setting for entrepreneurs requires deeper insight.

13:17 Connecting financial plans with meaningful personal goals.

 

If you like this episode, check out:

Don't Make This Huge Mistake with Goal Setting

Don’t Stop Playing the Long Game

How to Set Goals and KPIs

 

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.