- Видео 576
- Просмотров 23 463
Keep What You Earn
США
Добавлен 20 авг 2017
Shannon Weinstein, CFO & CPA, hosts the IRS’s least favorite podcast for small business owners.
If managing the financial side of your business is like eating your veggies, then consider this podcast the ranch dressing to make the process a little more enjoyable.
If managing the financial side of your business is like eating your veggies, then consider this podcast the ranch dressing to make the process a little more enjoyable.
The Silent Business Killer
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.
Want to learn more so you can earn more?
Try Kajabi free for 14 days here: app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4
Visit www.keepwhatyouearn.com/ to dive deeper on our episodes
Visit www.fitnancialsolutions.c...
Want to learn more so you can earn more?
Try Kajabi free for 14 days here: app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4
Visit www.keepwhatyouearn.com/ to dive deeper on our episodes
Visit www.fitnancialsolutions.c...
Просмотров: 3
Видео
Essential Phases in Selling Your Business
Просмотров 137 часов назад
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 fo...
How to Package and Price Consulting Services with Michael Zipursky
Просмотров 129 часов назад
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 maintain...
The Biggest Risks to a Business
Просмотров 312 часов назад
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 in...
How to Value a Business
Просмотров 1414 часов назад
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 buye...
The Truth About IRS Agents and Getting Audited
Просмотров 1221 час назад
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...
Authentic Hiring: Showcase Your Values
Просмотров 10День назад
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 to...
What Do Fractional Officers Do? / Building Value in Your Business While Growing with Jill Simonds
Просмотров 11День назад
In today's episode, Shannon welcomes Jill Simonds, founder and CEO of Savvy Strategic Partners, to discuss the powerful role of fractional C-suite executives in driving business growth and enhancing enterprise value. Together, they explore how part-time executive talent can streamline operations, optimize scalability, and reduce founder dependency, providing business owners with the freedom to ...
Become the Director, Not the Lead Actor
Просмотров 9День назад
In this episode, Shannon delves into the critical lesson for business owners about positioning themselves as the director of their business, rather than its lead actor. Through an insightful analogy, Shannon explains why building robust systems should take precedence over putting oneself front and center. She explores the essential transition from a hands-on role to a more strategic one, necess...
Creative Benefits You Can Offer Employees
Просмотров 2014 дней назад
Today’s episode dives into an often-overlooked but crucial aspect of running a successful business: creative employee benefits. Shannon shares innovative and nontraditional benefits that not only attract top talent but also foster a healthy, happy, and engaged workforce. From personal development reimbursements to charitable donation matches and a unique "just because" budget, these ideas can h...
End-of-Year Financial Prep: Three Essential Steps for Business Owners
Просмотров 1214 дней назад
In this episode Shannon focuses on essential year-end financial tasks for business owners. As the year winds down, Shannon provides valuable insights into three crucial steps: catching up on bookkeeping, securing a tax professional, and organizing vendor expenses. While these steps may seem small, they can significantly reduce stress and set up listeners for success in the upcoming year. These ...
Increase Your Earnings Without the Sales Struggle
Просмотров 414 дней назад
In today's episode, Shannon dives into a topic that many business owners find challenging-sales. For those who break out in a cold sweat at the thought of selling, this episode offers relief. Shannon explores how to increase revenue without the dreaded sales struggle, offering practical strategies for upselling existing clients, leveraging partnerships, and optimizing lead sources. These insigh...
The Action Academy with Brian Luebben
Просмотров 1014 дней назад
Today’s episode is a bit different-we’re sharing an insightful discussion from my guest appearance on "The Action Academy" podcast, hosted by Brian Luebben. In this episode, Brian and I dive into my journey of transforming my business from basic bookkeeping to offering high-value, relationship-focused "fractional CFO" services. We discuss the importance of cultivating deeper client relationship...
The Best Way to Get Out of a Business Funk
Просмотров 1614 дней назад
Today, Shannon shares her valuable strategies for overcoming periods of feeling stuck or unmotivated in the entrepreneurial journey. Drawing from her six years of experience, Shannon offers practical advice on reassessing calendars, prioritizing time, and creating efficient workflows to help business owners reignite their passion and drive. Whether you're a seasoned entrepreneur or just startin...
Managing Business Dynamics with a Partner
Просмотров 821 день назад
In today's episode, Shannon dives deep into the dynamics of managing a business partnership. Drawing from extensive experience, Shannon discusses the critical aspects of forming and maintaining a successful partnership-from the importance of identifying the strengths and weaknesses of each partner to setting clear expectations and crafting a solid partnership agreement. Shannon highlights that,...
Crafting a Profit Plan That Drives Your Business Forward
Просмотров 2321 день назад
Crafting a Profit Plan That Drives Your Business Forward
The Tax and Financial Impact of Moving Abroad with Savannah Chaffin
Просмотров 2421 день назад
The Tax and Financial Impact of Moving Abroad with Savannah Chaffin
Bored and Profitable Beats Busy and Broke Every Day
Просмотров 921 день назад
Bored and Profitable Beats Busy and Broke Every Day
The Two Ways You Earn Money in a Business
Просмотров 2221 день назад
The Two Ways You Earn Money in a Business
What We Learned From "Un-Scaling" This Year
Просмотров 1428 дней назад
What We Learned From "Un-Scaling" This Year
What Entrepreneurs Need to Know About Tax Deductions
Просмотров 29Месяц назад
What Entrepreneurs Need to Know About Tax Deductions
Why It's Hard to Communicate Our Value/Why & How to Embrace More Failure in Business with Lynn Smith
Просмотров 52Месяц назад
Why It's Hard to Communicate Our Value/Why & How to Embrace More Failure in Business with Lynn Smith
The Truth About Tax Savings and Strategies
Просмотров 46Месяц назад
The Truth About Tax Savings and Strategies
Breaking Down BOI Reports with Frank Tumminello
Просмотров 9Месяц назад
Breaking Down BOI Reports with Frank Tumminello
Why You Should Get Financing Before You Need It
Просмотров 19Месяц назад
Why You Should Get Financing Before You Need It
How Living in Costa Rica Changed My Mindset
Просмотров 21Месяц назад
How Living in Costa Rica Changed My Mindset
What Taylor Swift Taught Me About Business
Просмотров 23Месяц назад
What Taylor Swift Taught Me About Business
You are sharing valuable things❤❤ you deserve more
Hi Shannon! Your discussion on 'Un-Scaling' this year is incredibly insightful. The financial tips you share are invaluable, and I believe enhancing your channel's SEO could help even more small business owners benefit from your expertise. By using the right keywords and tags, your videos could rank higher in search results, attracting a wider audience and increasing engagement. This would not only boost your channel's visibility but also enhance the profitability of your viewers' businesses. I hope to have the opportunity to collaborate with you!
Excellent advice. Social media is inundated with "Tax Strategist" and many of these advisors are giving very bad advice. It is refreshing to hear someone question if there is even a need for a strategist.
Do you have time? I have something important to discuss with you about your channel.
What an insightful and inspiring episode!
Hello there I like your content very much. Your content is very good but I noticed how your RUclips channel is not getting any views and subscribers are very less and due to some problem you are like this your channel needs some update then your views subscribers will increase. If you want to increase subscriber views then we can increase your channel subscriber if you need any help let me know. I will wait for your reply.
Thank you, Shannon, for having me on the podcast!
NH u forgot on initial list
If you are unfamiliar with this topic, don't worry-it's normal. Please search Google for "What is RUclips video SEO," "Video SEO benefits," and "What is VidIQ?"
If your channel isn't visible to me, I find it hard to believe that despite uploading 464 videos, the subscriber count stands at only 475. I appreciate your hard work👏
This was very helpful! Does tax jar help with international sales too?
Hi Shannon, I hope you are well. Can i talk to you.
Thanks Shannon!! I needed to hear this today! I was thinking how to schedule my time!! 🙏🙏🙏
Hi Shannon, I hope you are well. I saw you working on Upwork Can i talk to you.
Hi! I am here from upwork after seeing your Job there. I have sent you a proposal on your Instagram due to no bid I have. Thanks.
Please an example of how to story tell a Balance Sheet and P&L
Hi there, manifesting to be your future Graphic artist, If you think I'm a good fit for the job feel free to message me. GODBLESS!
Yeah but to get the real story, your math needs to be right and your application of the rules also needs to be right
If you ever feel useless just remember this old woman in the gaming mic
Great video. So many good points, in particular that not all the tax on traditional will be paid at your top bracket like it is with a Roth with taxes paid up front. I would add to that with a traditional 401k you will pay the tax on RMDs over many years with dollars worth much less than today’s dollars. In fact you are probably not going to ever pay tax on the entire balance (although your heirs ultimately will). I maxed out my 401k for many years. I was in the 35% fed and 5% state tax rate for the majority of the time and a Roth 401k was not offered so there was no decision to be made. Now I am retired and looking into Roth conversions but I may move to Florida which has no state income tax so I am holding off this year as I see where that ends up. I have a pension and dividend income that after standard deduction and HSA puts me at the top of the 12% bracket. Any conversion will cause the dividends to become taxable which means on a $100k conversion I will pay 30% combined tax ($22k fed, $5k state, $3k Dividends). Thus I have decided not to convert this year.
U need a professional youtube thumbnail designer and video SEO expert?
💞 Promo>SM
Does the IRS reallt come to your work place to look at the accountable plan?
Misa is so awesome, I listen to her and I always feel more knowledgeable for it. You both have a great chemistry. Wonderful podcast 👏 ❤
Hi, RUclips just recommended your video and this topic and the insights you shared on tax savings has really resonated with me, personal encouragement is something I talk about in my channel a lot and I'm sure this young entrepreneurs needs to achieving success, looking forward to seeing you again, liked and subscribed
How about the fact that total return looks different in Traditional vs Roth given traditional has more capital since pretax dollars were invested? Vs the return on Roth post tax dollars do not get taxed.
If someone is maxing out their traditional 401k for major part of their life 35/45 years, invest in index funds, also get employer match (which is traditional), and then try to do Roth conversions for 13 or so years 60-73 age then they will have to pay substantial income taxes during those 13 years and eventually might have to pay the taxes for all the period of before and during RMD period. Because employer contributions and sometimes even pensions bonus incentives can go in 401k so that is a balance approach one should take and put their contribution in Roth 401k.
thank you for having me on Shannon!
Hi teacher i have a question ( step in pricing producer) topic. How can I solve my question????.
How do you leave a review on spotify?
I hope this message finds you well. I came across your profile and noticed your interest in video editing service. As a skilled video editor, I believe I can enhance your content with professional editing. I'd love to discuss how I can contribute to your projects.
Keep up the great work. Love listening to your podcast.
Hi teacher. I have query about (step in pricing producer) topic. Marketing management subject... How can I solve my query.....
Sounds good
I couldn’t agree more keep up the great work.
Leading in the dark. Love this.
Great video, great discussion, many things really resonated with me. I wish you all the best with your 2 businesses!
Love the title!
Incredible! So refreshing. Thank you for sharing🎉
Thank you, Shannon, for having me on the Keep What You Earn podcast. It was a pleasure to share insights on managing business finances, using QuickBooks Online, and other financial management tips for small business owners. I believe our conversation will be a valuable resource for your audience, and I hope they take full advantage of the knowledge and gifts I shared during this interview.
I want to use qbo to run a simulation. Would this work? Do I have to hook it up to a real bank? Or can I setup a simulated bank?
👋🏽 Just discovered and watched you on Ryan Pineda’s show. GREAT information!
op bro thx its very help full
Great episode
😅 Promo`SM
I've just found your channel and omg how come you have such few subscribers? Your content is so valuable to small business owners like me ❤️ Thank you for doing it! 🤗
This was an incredibly helpful episode, especially the point about lowering barriers to getting the marketing done.
Interesting show. Really rings true. I'm curious about how to use this information in the next chapter of my life. I was perimenopausal, but now it seems like menopause is finally here. I wonder how business decisions, etc are affected at this phase of life and what season this fall into. Winter perhaps? I will say that the perimenopausal stage was NOT a good time to make big, life-changing decisions, however, now that my hormones aren't up and down like they were, I feel more confident. I feel like this is a good time to try new things, explore changes in my career, etc. Interesting stuff! Love your podcast. Thank you for all that you do.
The 15:22 minute mark 🤣😂
Why you do her like that with that thumbnail picture?