Keep What You Earn

Should the Same Accountant Do My Business and Personal Taxes

14 Mar 2025

Contributed by Lukas

Drawing from a recent client experience, I'll highlight key factors to consider, such as state-specific tax nuances and the importance of specialized ...

An 8-Figure Business Almost Missed Payroll - Here's How

12 Mar 2025

Contributed by Lukas

In this episode, I dive into a real-life cautionary tale about an eight-figure business that unexpectedly faced payroll issues despite being highly pr...

You Are Overthinking Tax Strategies

10 Mar 2025

Contributed by Lukas

In this episode, I dive deep into the intricacies of tax season and how it's affecting business owners. We'll explore common questions around tax dedu...

How Cash Flow is Different From Profit

07 Mar 2025

Contributed by Lukas

In this episode, I  guide you through the crucial distinction between profit and cashflow—two terms often mistakenly used interchangeably. ...

How to Know if Your Pricing is the Problem

05 Mar 2025

Contributed by Lukas

In this episode, I'll discuss how to decipher your profit and loss statement to identify if pricing is a problem, and how to make strategic adjustment...

How We Handle Personal Expenses in a Business

03 Mar 2025

Contributed by Lukas

Today I discuss the common issue of commingling personal and business expenses, a practice that many entrepreneurs unintentionally fall into. While it...

Is Your CPA a Problem Finder or Problem Solver?

28 Feb 2025

Contributed by Lukas

In this episode, I dive into the crucial distinction between a financial professional who merely reports results and a true advisor who offers valuab...

How to Confidently Leave Your 9 to 5 and Embrace Entrepreneurship

26 Feb 2025

Contributed by Lukas

In this episode, I reflect on a significant lesson from leaving my corporate job. I discuss the fears associated with leaving a secure 9 to 5, the ill...

How to Budget for a Growing Company

24 Feb 2025

Contributed by Lukas

Today, I share the simplest approach to budgeting for your business. You'll learn how to create a profit plan using a streamlined method we've...

My Biggest Fear as a CFO

21 Feb 2025

Contributed by Lukas

In this episode, I get candid about a topic that's been on my mind—what sets a CFO apart from a traditional accountant. I'll dive into my biggest fe...

When to Persist or Pivot with Lori Harder

19 Feb 2025

Contributed by Lukas

In this episode, I sit down with my friend and mentor Lori Harder, the podcast host of 'Earn Your Happy' and the founder and CEO of Gloci. Lori share...

Shannon's Appearance on "The Million Dollar Machine" with Ernesto Mandowsky

17 Feb 2025

Contributed by Lukas

Let's dive into my journey to becoming a finance professional, insights on cash flow forecasting, the nuances of financial metrics like P&L statements...

What You Need to Know Before Investing in a Business

14 Feb 2025

Contributed by Lukas

Today, I dive into crucial considerations for investing in businesses, applicable whether you're an investor or a business owner seeking capital. Draw...

Shannon's Appearance on "Digital Business Evolution" with Jess DeRose

12 Feb 2025

Contributed by Lukas

We dive into my journey from a childhood influenced by my father, who was a CPA to becoming a successful business owner and financial educator. I shar...

I Lost a $75K Revenue Client - Here is What I Learned

10 Feb 2025

Contributed by Lukas

We all struggle with, and often avoid the topic of losing clients, but the truth is, it happens to everyone. I reflect on why we lost a key client, t...

Better Decisions Start with Better Data

07 Feb 2025

Contributed by Lukas

In this episode, we dive into the power of good data in business decision-making. You'll learn how better data can validate your intuition, remove emo...

What Drives You Beyond the Numbers?

05 Feb 2025

Contributed by Lukas

In this episode, I share my passion for understanding my clients' goals beyond just the numbers. Inspired by a podcast from Mike King, I dive into th...

This Will Kill Your Opportunities

03 Feb 2025

Contributed by Lukas

Let's address a common pitfall many entrepreneurs face—sunk cost bias. I discuss how this bias can lead you to continue investing time, money, and e...

Why I Didn't Pick an Industry Niche

31 Jan 2025

Contributed by Lukas

In this episode, I dive into the topic of industry niches, sharing why I chose not to limit myself to a specific industry and how focusing on core va...

Shannon's Appearance on "She Believed She Could" Podcast with Allison Walsh

29 Jan 2025

Contributed by Lukas

Today, I am re-sharing an episode from when I was the guest on the 'She Believed She Could' podcast. I had the pleasure of being interviewed by the h...

Are You Sabotaging Your Own Cash Flow?

27 Jan 2025

Contributed by Lukas

In this episode, I'm diving into the critical differences between profit and cash flow, comparing cash flow to the metabolism of your business's mone...

Shannon's Appearance on "The Abundant Accountant Podcast" with Michelle Weinstein

24 Jan 2025

Contributed by Lukas

Dive into this conversation I had on "The Abundant Accountant" podcast with Michelle Weinstein. As a fractional CFO and business owner, I have been t...

My 3 Favorite Interview Questions

22 Jan 2025

Contributed by Lukas

Don't miss these three must-ask interview questions that can save you from costly hiring mistakes. Learn the importance of understanding a candidate'...

I Don't Do My Own Books as a CPA - Here's Why

20 Jan 2025

Contributed by Lukas

In this episode, I dive into why as a seasoned CPA and accountant, I have chosen not to handle my own bookkeeping. I share insights on the importance ...

Do I Tell My Employees I'm Planning to Exit?

17 Jan 2025

Contributed by Lukas

In this episode, I dive into one of the most challenging conversations you'll face as a business owner – informing your employees about your busine...

Best Practices to Control Employee Spending

15 Jan 2025

Contributed by Lukas

I'm diving into an important topic for all business owners: managing employee expenses. Whether your employees are current expense-makers or you're a...

Must-haves for an Investor Pitch Deck

13 Jan 2025

Contributed by Lukas

Raising capital for your business? Drawing from my experiences with various business owners, I highlight effective strategies and common pitfalls whe...

Should I Be a C Corp or S Corp?

10 Jan 2025

Contributed by Lukas

Many business owners are overwhelmed by the current marketing hype around S corporations, and it can be confusing to cut through the noise. I explain ...

How Courtney Tarrant Built a Profitable Agency Breaking All the Rules

08 Jan 2025

Contributed by Lukas

In this engaging episode, we sit down with Courtney Tarrant, the COO and owner of The Ad Girls, a female-focused Facebook and Instagram advert...

When to Get a Business Valuation Done

06 Jan 2025

Contributed by Lukas

Today we're taking a deep dive into the fascinating world of business valuations. Having studied this intricate subject over the past ye...

2024 Top Guest Replay - How Kat Norton (Miss Excel) Started a 7-Figure Business Before Creating Funnels

03 Jan 2025

Contributed by Lukas

In today's episode, we're excited to bring you a top guest replay from 2024 that shines a spotlight on the incredible journey of Kat Norton, also kno...

2024 Top Guest Replay - Roth vs. Traditional - Which is Better? with Sean Mullaney

02 Jan 2025

Contributed by Lukas

Today, we're diving into one of our top guest episodes of 2024, featuring financial planner Sean Mullaney. Sean brings expert insights on the often d...

2024 Top Guest Replay - Why Sales is a Wealth-building Tool with Ro Shah

01 Jan 2025

Contributed by Lukas

This episode features a powerful replay conversation from 2024 with Ro Shah, a sales coach for women in finance. Ro shares her expertise on why sales...

2024 Top Guest Replay - Integrating AI Into Your Team and Processes with Mike Abramowitz

31 Dec 2024

Contributed by Lukas

In this episode, Shannon talks with Mike Abramowitz, an expert with over 20 years' experience and author of nine self-help books, about integrating A...

2024 Top Guest Replay - Organic Social Media Growth Tips with Jess Glazer DeRose

30 Dec 2024

Contributed by Lukas

In this special replay of a top guest episode from 2024, Shannon welcomes Jess Glazer DeRose to discuss organic social media growth. They explore mov...

Shannon's Appearance on "The Unapologetic Entrepreneur" with Amanda McKinney

27 Dec 2024

Contributed by Lukas

Today, Shannon shares her appearance on The Unapologetic Entrepreneur with Amanda McKinney. This episode dives into effective and efficient content c...

Are You Considering Moving to a Tax-Free State?

26 Dec 2024

Contributed by Lukas

In this episode, Shannon delves into the popular topic of relocating to a tax-free state. She explores the potential benefits, hidden costs, and vita...

Shannon's Appearance on "Profit First for Real Estate Investors" with David Richter

23 Dec 2024

Contributed by Lukas

Today's episode delves into Shannon's recent appearance on David Richter's "Profit First for Real Estate Investors" podcast.    Listeners will...

Upcoming Changes to the Podcast in 2025

20 Dec 2024

Contributed by Lukas

Today's episode features Shannon discussing exciting changes coming to the show in 2025. Shannon will share updates including a shift to three episod...

Key Advice for Starting a Partnership

19 Dec 2024

Contributed by Lukas

In this episode, Shannon explores the complexities and challenges of business partnerships. She explains essential concepts like aligning equity with...

Why I'm Not Investing in a Mastermind This Year

18 Dec 2024

Contributed by Lukas

In today's episode, Shannon shares why she's made the unconventional decision to not invest in a mastermind or coaching community for 2025. Instead, ...

How Katie Savarise Built a Culture, Not Just a Brand

17 Dec 2024

Contributed by Lukas

Today's episode features Katie Savarese, founder and CEO of Nova, a leading project management company.    Katie discusses transitioning from ...

Horizontal vs. Vertical Integration: When to Use Which

16 Dec 2024

Contributed by Lukas

In this episode, Shannon breaks down the concepts of horizontal and vertical integration, essential strategies for business growth. Horizontal integr...

The Five Steps to Selling Your Business

13 Dec 2024

Contributed by Lukas

In today's episode Shannon offers invaluable guidance for entrepreneurs contemplating an exit strategy. Shannon breaks down the comprehensive process ...

Understanding Bonus Depreciation and Recapture

12 Dec 2024

Contributed by Lukas

In today's episode, Shannon delves into the intricacies of bonus depreciation and the often-overlooked aspect of depreciation recapture. This episode ...

Shannon on "CEO Glow Show" with Sheila Bella

11 Dec 2024

Contributed by Lukas

Welcome to a special replay episode of Keep What You Earn! Today, we're thrilled to share an engaging conversation from the CEO Glow Show, where our ...

Approaching a Season of Growth? This Might Be a Sign

10 Dec 2024

Contributed by Lukas

Today, Shannon delves into the transformative latter half of 2024. This period marked immense growth for Shannon, not just in business metrics but al...

My Word for 2025

09 Dec 2024

Contributed by Lukas

Today's episode delves into the power of choosing an annual theme word to guide the year ahead. Shannon shares how this practice has profoundly impac...

Hiring Contractors vs. Employees - Pros and Cons

06 Dec 2024

Contributed by Lukas

In today's episode, Shannon delves into a crucial topic for any business owner: hiring contractors versus employees. She shares her personal journey ...

Managing Business Travel Expenses Made Easy

05 Dec 2024

Contributed by Lukas

In this episode, Shannon tackles the often overwhelming task of managing business travel expenses. Shannon, known for her mission to simplify money m...

The Most Valuable Currency to an Entrepreneur

04 Dec 2024

Contributed by Lukas

Today, Shannon explores the transformative power of relationships in business. Fresh from her inspiring trip to Laguna Beach, Shannon shares insights...

How to Turn Stolen Underpants into Profit with TJ Slattery

03 Dec 2024

Contributed by Lukas

In this episode, we chat with TJ Slattery, founder of Crowsnest Consulting. Together, we dive into the essentials of scaling your business wisely, hi...

Why Tolerating Risk Can Build Value

02 Dec 2024

Contributed by Lukas

In this episode, Shannon explores the pivotal role of risk-taking in building a sustainable and valuable business. She discusses the delicate balance...

Shannon's Appearance on "She Believed She Could" Podcast with Allison Walsh

29 Nov 2024

Contributed by Lukas

Today, we're thrilled to share an insightful episode featuring Shannon's appearance on the "She Believed She Could" podcast with host Allison Walsh. ...

Boosting Business with Better Client Care

27 Nov 2024

Contributed by Lukas

In today's episode, Shannon dives into a topic near and dear to her heart—boosting your business with top-notch client care. Drawing from her exten...

Smart Cash Management for Business Owners

26 Nov 2024

Contributed by Lukas

Today, Shannon delves into non-traditional cash management strategies for business owners. Inspired by Shannon's experience at the Junior Achievement...

Shannon's Appearance on "Earn & Invest" with Jordan Grumet

25 Nov 2024

Contributed by Lukas

In today's episode, host Shannon Weinstein shares a special replay of her recent appearance on the "Earn & Invest" podcast hosted by Jordan Grumet, a...

The Silent Business Killer

22 Nov 2024

Contributed by Lukas

In today's episode, Shannon uncovers the "Silent Business Killer"—complacency. Drawing insights from her experiences as a fractional CFO, Shannon ex...

Essential Phases in Selling Your Business

21 Nov 2024

Contributed by Lukas

In this episode, Shannon discusses the essential phases of selling a business. She breaks down four critical stages—from making an offer and conduc...

How to Package and Price Consulting Services with Michael Zipursky

20 Nov 2024

Contributed by Lukas

Today, Shannon welcomes Michael Zipursky, an expert in helping consultants build successful businesses. They explore how consultants can package and p...

The Biggest Risks to a Business

19 Nov 2024

Contributed by Lukas

In today's episode, Shannon dives deep into the three major risks that can significantly impact any business. She explores the dangers of over-relianc...

How to Value a Business

18 Nov 2024

Contributed by Lukas

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 an...

The Truth About IRS Agents and Getting Audited

15 Nov 2024

Contributed by Lukas

Today, Shannon demystifies the intimidating process of IRS audits. Many fear audits, worrying about severe consequences like jail time, but Shannon is...

Authentic Hiring: Showcase Your Values

14 Nov 2024

Contributed by Lukas

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 s...

Building Value in Your Business While Growing with Jill Simonds

13 Nov 2024

Contributed by Lukas

In this episode, host Shannon Weinstein chats with Jill Simonds from Savvy Strategic Partners about building value while growing a business.   They c...

What Do Fractional Officers Do? with Jill Simonds

12 Nov 2024

Contributed by Lukas

In this episode, Shannon speaks with Jill Simonds, founder and CEO of Savvy Strategic Partners, to explore the role and benefits of fractional C-suite...

Become the Director, Not the Lead Actor

11 Nov 2024

Contributed by Lukas

In this episode, Shannon delves into the critical lesson for business owners about positioning themselves as the director of their business, rather th...

Creative Benefits You Can Offer Employees

08 Nov 2024

Contributed by Lukas

Today's episode dives into an often-overlooked but crucial aspect of running a successful business: creative employee benefits. Shannon shares innovat...

End-of-Year Financial Prep: Three Essential Steps for Business Owners

07 Nov 2024

Contributed by Lukas

In this episode Shannon focuses on essential year-end financial tasks for business owners. As the year winds down, Shannon provides valuable insights ...

Increase Your Earnings Without the Sales Struggle

06 Nov 2024

Contributed by Lukas

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 thou...

The Action Academy with Brian Luebben

05 Nov 2024

Contributed by Lukas

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 ...

The Best Way to Get Out of a Business Funk

04 Nov 2024

Contributed by Lukas

Today, Shannon shares her valuable strategies for overcoming periods of feeling stuck or unmotivated in the entrepreneurial journey. Drawing from her ...

Managing Business Dynamics with a Partner

01 Nov 2024

Contributed by Lukas

In today's episode, Shannon dives deep into the dynamics of managing a business partnership. Drawing from extensive experience, Shannon discusses the ...

Crafting a Profit Plan That Drives Your Business Forward

31 Oct 2024

Contributed by Lukas

In today's episode, Shannon dives deep into the concept of crafting a profit plan that truly drives your business forward. We're going beyond the old-...

The Tax and Financial Impact of Moving Abroad with Savannah Chaffin

30 Oct 2024

Contributed by Lukas

Today, Shannon Weinstein chats with Savannah Chaffin, an enrolled agent and expat tax expert in Vienna, Austria. Savannah shares her experiences navig...

Bored and Profitable Beats Busy and Broke Every Day

29 Oct 2024

Contributed by Lukas

Today, Shannon explores the story of a highly successful client who considered abandoning her lucrative marketing agency simply because it no longer e...

The Two Ways You Earn Money in a Business

28 Oct 2024

Contributed by Lukas

In today's episode, Shannon dives into a topic inspired by recent client experiences: the two ways you earn money in a business. She explores the comp...

What We Learned From "Un-Scaling" This Year

25 Oct 2024

Contributed by Lukas

Today, Shannon dives into a topic that might seem counterintuitive but could be a game-changer for any business – unscaling. In this episode, Shanno...

What Entrepreneurs Need to Know About Tax Deductions

24 Oct 2024

Contributed by Lukas

As tax season approaches, the urgency surrounding questions about deductible expenses intensifies. Shannon explores the fundamentals of deductions, di...

Why and How to Embrace More Failure in Business with Lynn Smith

23 Oct 2024

Contributed by Lukas

In this episode, Shannon welcomes guest Lynn Smith to discuss why embracing failure is essential for business success. They delve into common entrepre...

Why It's So Hard to Communicate Our Value with Lynn Smith

22 Oct 2024

Contributed by Lukas

Today's episode features a dynamic conversation with Lynn Smith, a transformative media and confidence coach, and former news anchor with over 15 year...

Managing the Employee Expectation Gap

21 Oct 2024

Contributed by Lukas

Today, Shannon dives deep into the ever-challenging task of aligning employee expectations with those of the business owner. Shannon shares her person...

The Truth About Tax Savings and Strategies

18 Oct 2024

Contributed by Lukas

Today, Shannon tackles the topic of tax savings and strategies for entrepreneurs. In this episode, she challenges common perceptions and discusses why...

Here Are My Most Expensive Mistakes

17 Oct 2024

Contributed by Lukas

Today, Shannon discusses her three most expensive business mistakes. Shannon candidly shares her experiences with hiring and overpaying the wrong peop...

Breaking Down BOI Reports with Frank Tumminello

16 Oct 2024

Contributed by Lukas

In this episode, Shannon delves into the new Beneficial Ownership Information (BOI) reporting requirements, which are essential for nearly all small b...

Why You Should Get Financing Before You Need It

15 Oct 2024

Contributed by Lukas

In today's enlightening discussion, Shannon dives into the crucial topic of cash management and why securing financing before you actually need it can...

How Living in Costa Rica Changed My Mindset

14 Oct 2024

Contributed by Lukas

In this episode, Shannon explores how living in Costa Rica for the past four years has profoundly impacted her mindset and approach to both business a...

What Taylor Swift Taught Me About Business

11 Oct 2024

Contributed by Lukas

In this installment, Shannon delves into the fascinating business acumen of global music sensation Taylor Swift. Shannon offers a unique perspective o...

Is Hiring A Tax Strategist For You?

10 Oct 2024

Contributed by Lukas

In this episode, Shannon delves into the often overwhelming world of tax strategy and its true impact on business finances. If you've ever questioned ...

Captivating an Audience Through Story with Mike Ganino

09 Oct 2024

Contributed by Lukas

Today's episode features storytelling expert Mike Ganino, who reveals the secrets to captivating your audience through vivid, relatable narratives. We...

Stop Educating and Start Connecting with Mike Ganino

08 Oct 2024

Contributed by Lukas

In today's episode, we have a dynamic conversation with Mike Ganino, an exceptional speaker coach who specializes in helping people harness the power ...

Unlocking Growth: CFO Strategies for Entrepreneurs - Shannon on "Earn Your Happy" with Lori Harder

07 Oct 2024

Contributed by Lukas

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 th...

3 Ways to Become a Better Small Business Customer

04 Oct 2024

Contributed by Lukas

In this episode, Shannon delves into three key strategies for becoming a better customer to small businesses, inspired by her recent experiences in Co...

Productivity Does Not Equal Profitability

03 Oct 2024

Contributed by Lukas

In today's episode, Shannon delves into an essential but often overlooked topic: the difference between productivity and profitability. Drawing from p...

Discover Your Value by Serving More with John Ray

02 Oct 2024

Contributed by Lukas

Today Shannon is joined by special guest John Ray, author of "The Generosity Mindset." In this continuation from the previous episode, they explore th...

Avoid These Pricing Red Flags with John Ray

01 Oct 2024

Contributed by Lukas

In today's episode, Shannon delves into the complexities of pricing strategies with John Ray, a seasoned consultant and business coach. John specializ...

The Five Money Metrics You Need

30 Sep 2024

Contributed by Lukas

In today's episode, Shannon breaks down the five essential money metrics every business owner and CEO should track. Simplifying the often overwhelming...

Don't Make This Huge Mistake with Goal Setting

27 Sep 2024

Contributed by Lukas

Today, Shannon tackles a common and critical mistake that business owners encounter when setting their goals. As Q4 begins and 2025 approaches, Shanno...

Finding the Right Person to Ask

26 Sep 2024

Contributed by Lukas

In today's episode, Shannon addresses the challenge of knowing who to ask for help when running a business. Listeners will learn about the distinction...

Build Wealth Through Connections with Fred Moskowitz

25 Sep 2024

Contributed by Lukas

In this episode, Shannon continues a riveting conversation with Fred Moskowitz, an expert in alternative investing and mortgage note investing. Fred s...