Couverture de Keep What You Earn

Keep What You Earn

Keep What You Earn

De : Shannon Weinstein
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À propos de cette écoute

 Keep What You Earn is a podcast for entrepreneurs of all levels to use their financial information as a source of inspiration rather than intimidation. Your host, Shannon Weinstein, is a CFO, CPA and business mentor with a knack for simplifying the complex concepts of money into everyday examples and analogies you can actually understand. Join Shannon and her guests as we unlock new growth strategies, tax tips and mindset shifts so you can scale your business with confidence. [Disclaimer: Any opinions, recommendations, and tips offered on this podcast or other social media forums do not constitute individual tax or accounting advice. This content is designed to provide education and awareness about financial topics and responsibility for the benefit of the general public. Please consult a professional before implementing any of the suggestions made by Shannon or Keep What You Earn Co.]© 2021 All rights reserved Fitnancial Solutions. Direction Economie Management Management et direction
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    Épisodes
    • Transform Your Idle Cash into Active Profits

      Transform Your Idle Cash into Active Profits
      Jun 11 2025
      In this episode, inspired by my experience at the Junior Achievement Steps for Success program, I dive into different cash management strategies for business owners. I cover the essential functions of checking and savings accounts, the benefits of having multiple accounts, and how to leverage high-yield savings accounts for tax savings. Additionally, I explore the options of investing through corporate brokerage accounts for the long-term growth of excess cash. Remember, while these insights are powerful, it's crucial to consult your financial professional before implementation. Tune in to gain actionable advice and keep your business finances in top shape. What You'll hear in this episode: [01:05] Understanding Different Bank Accounts [01:35] The Importance of Checking Accounts [02:40] Maximizing Savings Accounts [03:45] Liquidity Explained [05:15] Investing Excess Cash [06:20] Tax Benefits of Brokerage Accounts [07:45] Strategic Cash Management [09:00] Conclusion and Cash Flow Management If you like this episode, check out: Smart Cash Management for Business Owners Building Value in Your Business While Growing with Jill Simonds Exploring Alternative Investment Strategies with Fred Moskowitz Want to learn more so you can earn more? 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.
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      10 min
    • Shannon Appearance on Rainmaker for Contractors Podcast

      Shannon Appearance on Rainmaker for Contractors Podcast
      Jun 9 2025
      In this episode, I'm thrilled to reshare an episode from when I was a guest on the Rainmaker for Contractors Podcast. I share practical tax strategies specifically designed for businesses. We'll discuss how recent IRS changes might impact you, the importance of understanding your financial statements, and actionable tips to optimize your tax liability. We'll dig deep into why contractors might avoid their financials and how better cash flow management can drastically improve business health. Grab a notepad and prepare to transform your approach to managing your finances and taxes effectively! What You'll hear in this episode: [00:45] Guest Introduction: Shannon Weinstein [01:10] Shannon's Background and Career Journey 03:35] Common Financial Mistakes Contractors Make 04:45] Importance of Cash Flow Management [06:15] Proactive Tax Strategies for Business Owners [11:35] IRS Audits and What to Expect [16:25] Onboarding New Clients and Tax Optimization If you like this episode, check out: Why The Rich Pay No Taxes and You Feel Left Out Why You Need a Financial Storyteller A Cash Flow Reframe You May Need Check out the Rainmaker for Contractors Podcast https://podcasts.apple.com/us/podcast/rainmaker-for-contractors-podcast/id1547992713 Want to learn more so you can earn more? 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.
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      19 min
    • From Founder-Led Sales to Sales Machine

      From Founder-Led Sales to Sales Machine
      Jun 6 2025
      In this episode I dive into the often overlooked topic of founder-led sales. I discuss the common struggle many business owners face in handling various roles, especially holding onto the sales process for too long. I highlight the importance of delegating parts of the sales process, such as discovery calls and lead generation, to create a more scalable and efficient sales machine. I emphasize the need for documented, repeatable processes, clear client qualification guidelines, and the use of enablement materials. Additionally, I provide actionable insights on setting achievable sales goals, tracking key metrics through a CRM, and gradually transitioning to a role of sales coach while hiring sales reps. This episode is filled with practical advice to help you refine your sales strategy and overcome the bottlenecks that hinder your business growth. What You'll hear in this episode: [00:45] The Importance of Sales in Business [01:20] Challenges of Founder-Led Sales [02:10] Outsourcing and Delegating Sales Processes [04:45] Creating a Scalable Sales Machine [07:00] Setting Sales Goals and Metrics [08:45] Transitioning Out of the Sales Process [11:05] Leveraging Technology and Personal Touch in Sales [12:55] Incentives and Forecasting for Sales Teams If you like this episode, check out: Increase Your Earnings Without the Sales Struggle Sales Conversations That Convert with Nikki Rausch Stop Waiting and Start Scaling with Sam Vander Wielen Want to learn more so you can earn more? 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.
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      16 min

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