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  • Today, we're thrilled to have Chris Goodman back on the show, a seasoned life and business coach dedicated to shaping high performers. In this episode, we explore the often unseen struggles entrepreneurs face, and how reorienting their mindset can lead to significant breakthroughs in both life and business. We'll uncover how trust and accountability play pivotal roles in the client-coach relationship, the importance of setting clear visions, and why embracing coachability can transform challenges into opportunities for growth. Whether you're considering making a leap from your day job to your side hustle or looking to streamline your business's operations, today's discussion will provide valuable insights into creating a more fulfilling and financially sound business. Join us as we dissect these topics and share actionable steps to help you keep what you earn.

    Chris Goodman is a premier life and business coach for high-performers. His clients include founders, CEOs, influencers, across industries. His mission is to empower individuals to attain personal freedom, fulfillment, and global impact. Through one-on-one, group coaching, live training, and consulting. Chris guides clients to unlock their potential and achieve desired results.

    What you'll hear in this episode:

    05:32 Coaching to discover joy and new answers.

    08:21 Rising levels, coaching leads to transformation.

    10:21 Persistent frustration leads to transformation and change.

    14:03 Client commitment and effort crucial for success.

    20:23 Exploring challenges faced by business owners.

    24:11 Business owners choose suffering by not delegating.

    27:48 Overcoming stress by seeking support and collaboration.

    28:36 Building a strong team requires support and accountability.

    31:43 Challenging clients on their unnecessary financial permission.

    37:33 Leveraging expertise, profitability over revenue optimization strategy.

    38:29 Cost-cutting, leverage and lead generation strategies discussed.

    If you like this episode, check out:

    How Can You Shake Off Business Boredom and Thrive?

    3 Voices You Need to Silence to Succeed

    Delivering Effective Feedback to Coach Your Team with Chris Goodman

    Want to learn more so you can earn more?

    CFO On Demand click 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.

  • In today's episode, Shannon takes on a frequently asked question: what would she do if she had to start her business all over again from scratch? Drawing from her extensive experience as a CPA and business owner, Shannon shares key strategies she would prioritize, such as focusing on solving clients' problems over educating them and refining her product for maximum impact. She also delves into the importance of niching down, setting clear client expectations, and leveraging client testimonials for steady growth. Get ready to dive into actionable advice that can help you streamline and scale your business more effectively, whether you’re just starting out or looking to simplify your processes.

    What you'll hear in this episode:

    07:01 Focus on chosen activities, find revenue quickly.

    08:28 Help clients make money for a cut.

    If you like this episode, check out:

    Why You May Not Want to Start a New Business

    CFO Q&A - Naming Your Business

    What Actually Happens If I Commingle Business and Personal Finances?

    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.

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  • In today’s episode, Shannon dives deep into a heartwarming collaboration with Junior Achievement. Shannon shares her inspiring journey of sponsoring the "Steps for Success" program, which provides crucial financial education to local students.

    Join us as Shannon recounts the enthusiastic participation of these young minds eager to learn about saving, investing, credit, debt, and even the nuances of financial trust. Hear firsthand how these lessons are transforming students' understanding of money and their own financial futures. Plus, Shannon emphasizes the power and responsibility of entrepreneurs to make tangible impacts in their communities and beyond. Get ready for an episode filled with inspiration, education, and actionable advice on how to leverage your skills for the greater good. Stay tuned to discover how you can also make a difference and perhaps find new ways to engage with your community.

    What you'll hear in this episode:

    05:00 Teaching young teens about trust and money.

    08:33 Encourage involvement, make a true impact.

    10:44 Resources to help start and manage business.

    If you like this episode, check out:

    What's the Best Way to Pour Money Into Your Business?

    Introducing Money to Kids: Where Do You Start?

    3 Things You Need to Know Before Buying a Business

    Want to learn more so you can earn more?

    Transform your small business journey – download the Small Business $tarter Kit 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.

  • Today, Shannon connects the dots between pristine bookkeeping and securing the best possible deal when selling your business. We'll explore why understanding your financial statements isn’t just about ticking boxes for tax purposes but is a powerful tool in evaluating the true worth of your money-making venture. Whether you're eyeing that exit or just planning ahead, understanding your business's financial narrative is your ticket to maximizing value and negotiating confidently. Stick around as we unravel these financial intricacies and more, ensuring you're well-prepared for that momentous sale day.

    What you'll hear in this episode:

    04:43 Know your business's worth before selling.

    07:34 Consider timing and financials for successful business exit.

    If you like this episode, check out:

    Breaking Down CFO On Demand

    Stop Trying to Scale Everything

    The Steps to Selling a Business

    Want to learn more so you can earn more?

    CFO On Demand click 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.

  • Today, Shannon will take you on a journey from the bustling streets of Boston to the serene coastline of Guanacaste, Costa Rica, exploring the boundless potential of untapped markets. Shannon shares captivating personal stories and key insights on identifying blue ocean opportunities—markets ripe for innovation and free from fierce competition, creating a plethora of opportunities for entrepreneurs willing to think outside the box. Whether it's a local bagel venture that thrives against the odds or introducing calendly to a lawyer, today's episode is all about expanding your horizon and discovering lucrative, underserved markets that could transform your business. Get ready to dive deep into strategic market positioning and learn how you can apply these principles to scale your own business and keep what you earn.

    What you'll hear in this episode:

    04:21 Discovering rare food & resources; different attitude.

    08:48 Expand market, find unsaturated opportunities, serve needs.

    If you like this episode, check out:

    Investing in Businesses - What You Need to Know

    Pricing Blunders That Could Cost You Thousands

    How to Build Trust with Your Customers

    Want to learn more so you can earn more?

    Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4

    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.

  • Welcome back! In today's episode, we continue our inspiring conversation with the incredible Kristen Butler, best-selling author and CEO of Power of Positivity. Yesterday, we learned about Kristen’s journey, rising from the ashes of a bankrupt business to building an online community with over 50 million followers. Today, we delve deeper into the mindful habits that powered Kristen's remarkable transformation, exploring how positivity can reshape our lives and identities. From discussing the importance of self-care and financial literacy to embracing the power of positivity in personal and professional realms, Kristen shares insights that are both actionable and uplifting. Whether you’re an entrepreneur at the beginning of your journey or someone looking to inject more positivity into your life, this episode is packed with valuable lessons on growth, resilience, and the transformative power of a positive mindset.

    Kristen Butler is a bestselling author and the CEO of Power of Positivity, a community with over 50 MM followers globally. Kristen was awarded SUCCESS Magazine's Emerging Entrepreneur in 2022. She is a leader, writer, and visionary in personal development with a huge heart and captivating authenticity. Her mission is to uplift the planet! Kristen passionately started Power of Positivity in 2009

    Website: powerofpositivity.com
    Current Offers: https://positivekristen.com/offerings/
    Instagram: https://www.instagram.com/powerofpositivity/
    YouTube: https://www.youtube.com/channel/UCC4pMlNP2qkj1sLnaDdSwQw

    What you'll hear in this episode:
    03:19 Increasing nonfiction reading, building financial literacy, healthier lifestyle.

    08:50 Started blog on food and wellness science.

    11:37 Desire for positivity amid challenge of negativity.

    14:46 Realized burnout was a self-generated choice.

    18:43 Outsourcing growth, reinvestment, and staying in expertise.

    19:30 Hired editor creates positive video content ripple.

    24:31 Embracing new things can lead to enjoyment.

    If you like this episode, check out:

    How Can You Shake Off Business Boredom and Thrive?
    Stop Shrinking Yourself in the Name of Saving
    Maximize Your Income with the Help of a CFO

    Want to learn more so you can earn more?

    Transform your small business journey – download the Small Business $tarter Kit 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.

  • Today's episode features an incredible story of resilience and transformation with our guest, Kristen Butler. Kristen, a best-selling author and CEO of Power of Positivity, shares her journey from the depths of bankruptcy to building a global community with over 50 million followers. We'll explore how a mindset centered around positivity and constructive habits helped her rebuild her life and business. Kristen's story is not just inspiring—it's a testament to the power of positivity and the tangible impacts it can have on both personal and professional realms. Join us as we delve into the values of positivity, healthy habits, and the importance of adapting and thriving through life's financial challenges. Make sure to listen in, as this episode is packed with insights and inspiration for anyone looking to turn their struggles into success.

    Kristen Butler is a bestselling author and the CEO of Power of Positivity, a community with over 50 MM followers globally. Kristen was awarded SUCCESS Magazine's Emerging Entrepreneur in 2022. She is a leader, writer, and visionary in personal development with a huge heart and captivating authenticity. Her mission is to uplift the planet! Kristen passionately started Power of Positivity in 2009

    Website: powerofpositivity.com
    Current Offers: https://positivekristen.com/offerings/
    Instagram: https://www.instagram.com/powerofpositivity/
    YouTube: https://www.youtube.com/channel/UCC4pMlNP2qkj1sLnaDdSwQw

    What you'll hear in this episode:

    04:45 Recognize difficulties, open doors, embrace positivity.

    09:34 Positive mindset led to action and growth.

    12:39 Balancing work and joy for better productivity.

    15:56 Diversify income, pursue passion, self-discovery lessons learned.

    18:15 Fear of failure and lack of control.

    20:07 Downsizing led to understanding abundance and adaptability.

    If you like this episode, check out:

    How Can You Shake Off Business Boredom and Thrive?

    Stop Shrinking Yourself in the Name of Saving

    Maximize Your Income with the Help of a CFO

    Want to learn more so you can earn more?

    5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh

    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.

  • In today's episode, we dissect the critical decision every entrepreneur faces: should you increase sales or decrease spending to boost profits? Shannon shares key strategies for focusing on one goal at a time, the importance of operational efficiency, and why cutting costs isn’t always the answer. Discover how to streamline your business for profitability and for an opportunity to deeply analyze your finances. Stay tuned to learn more about ensuring your business’s financial fitness.

    What you'll hear in this episode:

    06:56 Optimize sales, plug leaks, focus on drivers.

    09:17 Cost cutting, revenue generation, focus, profitability improvement.

    If you like this episode, check out:

    Is Productivity the Same as Profitability?

    Building a Business with Exit Strategy in Mind

    The Best Places to Look to Find Cost Savings

    Want to learn more so you can earn more?

    CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry

    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.

  • Today, Shannon is turning the tables on herself to share something a bit personal and immensely valuable—her three most expensive mistakes in business. Yes, even as a CPA and CFO, Shannon’s not immune to the occasional financial mishap. Just like a personal trainer can't resist a slice of cheesecake, she, too has weaknesses when it comes to business decisions. From overpaying the wrong hires to saying 'yes' too quickly and neglecting constant sales focus, Shannon dives deep into these costly lessons. The hope is that by sharing these, you'll be able to sidestep similar pitfalls and strengthen your own financial strategies. So, let's learn, grow, and transform our mistakes into wisdom together.

    What you'll hear in this episode:

    04:05 Extracting lessons from mistakes is an expensive tuition.

    06:48 Team accountability drives conscious decision-making and consistency.

    10:37 Continuous marketing, content creation, and sales strategy.

    If you like this episode, check out:

    How Can You Shake Off Business Boredom and Thrive?

    3 Voices You Need to Silence to Succeed

    Never Let Your Scarcity Show

    Want to learn more so you can earn more?

    CFO On Demand click 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.

  • Today, Shannon will not only explore why securing a qualified tax pro feels like an insurmountable task, but she'll also share some insider tips—consider them your cheat codes—to help you navigate this process with confidence. From the pitfalls of prioritizing convenience over quality to the struggles of aligning expectations, we'll uncover the barriers in the accountant-client relationship. Shannon's candid discussion addresses the communication gaps, the importance of sales skills for accountants, and the vastly differing interpretations of what "good" really means when it comes to tax services.

    What you'll hear in this episode:

    03:27 Find a partner who can articulate tax issues.

    08:46 Developing sales skills improves communication and trust.

    12:29 Mismatched expectations can lead to mislabeled services.

    16:11 Podcast aims to simplify complex business concepts.

    If you like this episode, check out:

    Best Practices to Collect Cash from Customers Faster

    How to Generate Cash Without Increasing Price

    Want to learn more so you can earn more?

    Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4

    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.

  • In today’s episode, we continue our chat with Jamie Van Cuyk, the reputable hiring strategist behind Growing Your Team. Join us as we unlock the secrets to hiring top talent without the trial and error that can cost small business owners dearly. From crafting compelling job postings to conducting insightful interviews and eventually making confident hiring decisions, we cover it all. Don't miss out on the strategies that could save you from costly hiring mistakes and help you build the dream team that propels your business forward. Stay tuned till the end to learn how you can connect with Jamie and tap deeper into expert strategies for hiring success.

    Jamie Van Cuyk, the owner and lead strategist of Growing Your Team, is an expert in hiring and onboarding teams within small businesses. Drawing from 15 years of leadership experience, Jamie teaches her clients how to hire their first team members, including employees and long-term contractors. By learning the dynamics of each company and their specific needs, she helps them find their perfect-fit

    Webinar to Three Tips for Having Employees Who Are Worth Their Paycheck - https://growingyourteam.com/worththeirpaycheck

    Facebook - https://www.facebook.com/GrowingYourTeam

    Instagram - https://www.instagram.com/growingyourteam/

    LinkedIn - https://www.linkedin.com/in/jamievancuyk/

    Website - https://growingyourteam.com/

    What you'll hear in this episode:

    05:21 Short interviews are like dating - essential.

    07:11 Interview carefully, evaluate each candidate individually.

    12:40 Some clients need sample work for assessment.

    16:01 Assessing problem-solving skills through communication and reaction.

    17:12 Assess video submissions and candidate quality effectively.

    23:30 All-in-one business setup tool for success.

    If you like this episode, check out:

    Who Do I Ask?

    Compensation Plans - Commission or Flat Rate?

    Is Hiring Your Family the Right Thing to Do?

    Want to learn more so you can earn more?

    Transform your small business journey – download the Small Business $tarter Kit 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.

  • Today, we dive deep into the art of delegation with guest expert Jamie Van Cuyk, owner and lead strategist at Growing Your Team. We'll explore why hiring the right team members at the right time plays a critical role in the expansion and success of your business. From overcoming challenges in delegation as small business owners to understanding when and how to scale your team strategically without sacrificing financial stability, this episode is packed with insights. Whether you struggle with relinquishing control or knowing which roles to hire for to maximize ROI, Jamie offers tactical advice and real-world examples to guide you through. Stay tuned as we uncover the secrets to becoming a champion delegator and propelling your business forward by effectively growing your team.

    Jamie Van Cuyk, the owner and lead strategist of Growing Your Team, is an expert in hiring and onboarding teams within small businesses. Drawing from 15 years of leadership experience, Jamie teaches her clients how to hire their first team members, including employees and long-term contractors. By learning the dynamics of each company and their specific needs, she helps them find their perfect-fit

    Webinar to Three Tips for Having Employees Who Are Worth Their Paycheck - https://growingyourteam.com/worththeirpaycheck

    Facebook - https://www.facebook.com/GrowingYourTeam

    Instagram - https://www.instagram.com/growingyourteam/

    LinkedIn - https://www.linkedin.com/in/jamievancuyk/

    Website - https://growingyourteam.com/

    What you'll hear in this episode:

    06:11 Neglecting self-care leads to limited growth.

    09:38 Delegate behind-the-scenes client work for growth.

    12:00 Small businesses often want one person to handle all marketing, but strategy and execution are different.

    15:36 Salespeople neglect admin tasks, causing operational issues.

    19:15 Prioritize ROI for immediate positive and long-term impact.

    20:16 Delegate, prioritize, and combine tasks for efficiency.

    If you like this episode, check out:

    Who Do I Ask?

    Compensation Plans - Commission or Flat Rate?

    Is Hiring Your Family the Right Thing to Do?

    Want to learn more so you can earn more?

    CFO On Demand click 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.

  • Today, Shannon delves into the essence of integrating business development into daily habits. She uncovers how consistent, small steps in sales, marketing, and networking can create a powerhouse of progressive movement for your business, much like training for a marathon. Shannon explores practical strategies using tools like Asana, the power of social media engagement, and the magic of in-person connections. Whether you're pitching to podcasts or simply showing up at local events, it's time to weave business growth seamlessly into your routine. So, if you're eager to learn how to propel your business every day without getting overwhelmed, grab your notepad and let's turn inching forward into miles of success.

    What you'll hear in this episode:

    05:30 Attend in-person networking events for professional growth.

    08:04 For business development, create intentional habits locally.

    If you like this episode, check out:

    Investing in Businesses - What You Need to Know

    Blue Oceans are All Around Us

    Pricing Blunders That Could Cost You Thousands

    Want to learn more so you can earn more?

    Transform your small business journey – download the Small Business $tarter Kit 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.

  • In today's episode, we're diving into a striking realization I had from my latest read by Dan Sullivan and Dr. Ben Hardy. It’s a nugget of wisdom that's shifting the way I view and manage my time, and it just might do the same for you. So shake off that corporate calendar mentality and let's learn how to categorize our days for maximum productivity and peace of mind. Ready to revolutionize your routine? Let’s jump in!

    What you'll hear in this episode:

    03:21 Structured calendar to optimize productivity and focus.

    06:38 Categorize your day for better productivity.

    If you like this episode, check out:

    Creating an Outstanding Customer Service Experience

    Reviving Business Boredom

    Unlocking the Secrets of My SOPs

    Want to learn more so you can earn more?

    5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh

    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.

  • In this episode, we tackle a common trend among entrepreneurs: the allure of starting fresh with a new venture. While evolving businesses to align with current trends and customer interests is wise, impulsively jumping into an entirely new entity can have unforeseen consequences. I'll discuss the risks of resetting your business's "birthday" and the harsh truth about how this affects your credibility with lenders, the maturity of your business, and your long-term financial strength. Hear a cautionary tale about a client who learned this the hard way and how you can leverage existing structures like dbas ("doing business as") to avoid similar pitfalls.

    What you'll hear in this episode:

    04:40 Consider business continuity when starting new ventures.

    07:17 Add value, understand long term impacts, pivot.

    If you like this episode, check out:

    The Power of Diverse Mastermind Groups for Comprehensive Growth

    How to Break Free from the Corporate 9 to 5

    Best Ways to Negotiate Business Deals

    Want to learn more so you can earn more?

    Join Gusto today and get a $100 Visa Gift Card

    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.

  • In today's episode, we're peeling back the layers of business growth to reveal the personal transformation at its core. Fresh off her viral TikTok success, Kat Norton, joins us again to dive into the nitty-gritty of the spiritual and mental shifts that propelled her seven-figure empire forward—far beyond her remarkable Excel tutorials.

    From tackling imposter syndrome to embracing practices like Kundalini yoga, Kat opens up about her remarkable inner journey. And guess what? There’s nothing woo-woo about it; it's backed by science and serious results. So, grab your earbuds, find your focus, and let's explore how changing yourself can change the game for your business

    Since launching Miss Excel in June of 2020, Kat Norton has grown a 7-figure course sales business and a community of over 2 million people across her social media platforms through viral Excel trick videos infused with creativity, music and dance. Her trainings are known to make Excel fun and have been featured in Forbes, Business Insider, Entrepreneur Magazine, CNBC and 50+ global news outlets.

    Website: www.miss-excel.com
    Instagram: https://www.instagram.com/miss.excel/
    TikTok: https://www.tiktok.com/@miss.excel

    What you'll hear in this episode:

    06:23 Book offers scientific explanation for law of attraction.

    07:59 Finding resonance in kundalini yoga's practice.

    11:15 Integrating spiritual practices into business for protection.

    15:16 Clear limiting beliefs to reach your potential.

    19:01 Act when you know, introspect when unsure.

    21:56 Consistently provide free content to showcase expertise.

    If you like this episode, check out:

    Investing in Businesses - What You Need to Know

    Blue Oceans are All Around Us

    Pricing Blunders That Could Cost You Thousands

    Want to learn more so you can earn more?

    CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry

    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.

  • Today, we’re chatting with Kat Norton, a.k.a. Miss Excel, on how she grew her Excel training empire to seven figures without the initial use of sales funnels. Kat shares her transition from a corporate job to making waves on TikTok, her strategy for scaling without scarcity, and the shift to a visionary CEO role.

    Hear about her intuitive beginnings, her spiritual approach to business, and the impact of embracing authenticity in her content. Get ready for some powerful insights on building a business that lasts!

    Since launching Miss Excel in June of 2020, Kat Norton has grown a 7-figure course sales business and a community of over 2 million people across her social media platforms through viral Excel trick videos infused with creativity, music and dance. Her trainings are known to make Excel fun and have been featured in Forbes, Business Insider, Entrepreneur Magazine, CNBC and 50+ global news outlets.

    Website: www.miss-excel.com
    Instagram: https://www.instagram.com/miss.excel/
    TikTok: https://www.tiktok.com/@miss.excel

    What you'll hear in this episode:

    04:55 Self-improvement, manifesting desires, and embracing TikTok.

    07:24 Unexpected tech opportunity led to profitable side gig.

    10:42 Embrace the idea and put it out.

    14:28 Content precedes business idea, find true purpose.

    17:48 Excel teaching on TikTok, unique and fun.

    19:01 Engaging, fun, and immersive approach to teaching.

    22:51 Self-improvement led to rapid business growth.

    26:40 Business expansion, sales growth, CEO transition excitement.

    If you like this episode, check out:

    Investing in Businesses - What You Need to Know

    Blue Oceans are All Around Us

    Pricing Blunders That Could Cost You Thousands

    Want to learn more so you can earn more?

    CFO On Demand click 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.

  • In today's episode, we're delving deep into the nuances of gratitude and how appreciating simple conveniences can propel us forward. I'll share personal insights into the daily choices and investments that have significantly impacted my productivity and wellbeing – from hiring a cleaning service to prevent household arguments and stress, to ordering groceries online for the ultimate time-saving convenience.

    What you'll hear in this episode:

    04:53 Groceries delivered saved me valuable time.

    08:29 Outsource personal tasks to reduce stress.

    09:53 Delegate tasks, shed guilt, protect your energy.

    If you like this episode, check out:

    Creating an Outstanding Customer Service Experience

    Reviving Business Boredom

    Unlocking the Secrets of My SOPs

    Want to learn more so you can earn more?

    Transform your small business journey – download the Small Business $tarter Kit 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.

  • In today's episode, we're diving into a common frustration for business owners: Those pesky payment processing fees from platforms like Stripe, Square, and PayPal. They might seem small, but they sure add up, and many of you have been asking – can we bypass these fees without sacrificing service? We'll tackle why embracing a slight cut in your revenue for a fee can actually enrich your business's maturity and appeal. I'm sharing my take on how these fees are an investment, not just a deduction. So, stay tuned as we peel back the layers of customer convenience, business growth, and the magic of that 97% revenue you retain.

    What you'll hear in this episode:

    04:27 Business owners prioritize customer payment flexibility and value.

    08:03 Accept payment processing fees as an investment.

    If you like this episode, check out:

    Is Productivity the Same as Profitability?

    Building a Business with Exit Strategy in Mind

    The Best Places to Look to Find Cost Savings

    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.

  • In today's episode, we're diving into the realm of tax strategists. I'll be sorting out the hype from the truth and guiding you on whether you genuinely need a tax strategist or if you're simply buying into the marketing noise. We'll talk about the problems that a tax strategist can solve for you, why a close relationship with your CPA might be what you truly need, and how to steer your business towards wealth without letting tax worries slow you down. And for those of you stressed about high tax bills, I've got insights that might just change your perspective. Stick around to finally learn how to make tax planning empowering, not daunting. Let's get into it.

    What you'll hear in this episode:

    07:04 California has high taxes, but estimation process.

    09:17 Plan taxes around lifestyle, not vice versa.

    12:37 Focus on earning, planning, and professional advice.

    If you like this episode, check out:

    How to Read Your Tax Return

    S Corp Salary Explained Like a 3rd Grader

    CFO Q&A - Tax Estimates

    Want to learn more so you can earn more?

    Join Gusto today and get a $100 Visa Gift Card

    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.