Best Shannon Weinstein Podcasts (2024)

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207 Starting a Podcast and Attracting Clients that Pay $6,000/mo! (feat. Shannon Weinstein, CPA) 52:45

6h ago52:45

52:45

Episode 207 FACULTY: Shannon Weinstein, CPA CLASS: #SocialStudies In this episode, Scott interviews Shannon Weinstein, CPA, the Host of the Keep What You Earn podcast. Shannon shares her journey of starting her own practice, leveraging Instagram as a brand-building tool, early growth experiences, transitioning from an order taker to a menu creator,…

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172. Cultivating Core Values for Your Small or Non-Traditional Team with Shannon Weinstein 34:29

13d ago34:29

34:29

Shannon is back to discuss the importance and impact of intentionally creating a positive culture in small businesses! Businesses of any size can benefit from establishing strong core values and a culture of growth and learning. Shannon Weinstein, a CPA turned entrepreneur, shares her journey from corporate to creating a unique accounting firm that…

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My 3 Most Expensive Mistakes 14:21

3h ago14:21

14:21

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 busines…

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What Makes Finding a Reliable Tax Professional So Challenging? 18:48

26m ago18:48

18:48

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 bar…

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How to Hire Top Talent with Jamie Van Cuyk 25:06

1h ago25:06

25:06

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 confiden…

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174. Simplifying and Automating Compliance with Alex Kehayias 30:13

3h ago30:13

30:13

I'm thrilled to welcome Alex Kehayias, founder of Mosey. Join us as we dive into his entrepreneurial journey and the fascinating impact of Mosey on automating compliance. We'll explore how Alex's experiences have shaped the mission and mechanics of Mosey, with a focus on simplifying and automating compliance for businesses worldwide. Discover the i…

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Becoming a Champion Delegator with Jamie Van Cuyk 24:55

32m ago24:55

24:55

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 whe…

1
How to Integrate Business Development Into Habits 11:29

1h ago11:29

11:29

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 so…

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My Biggest Takeaway from "10x is Easier Than 2x" 10:04

2h ago10:04

10:04

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…

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Why You May Not Want to Start a New Business 9:39

7d ago9:39

9:39

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 th…

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The Inner Work it Took to Scale with Kat Norton (Miss Excel) 25:51

2d ago25:51

25:51

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 tacklin…

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Producing Your Own Talk Show with Ernie Zuniga 39:22

10d ago39:22

39:22

Season finale! Celebrate the end of Season 7 with an insightful discussion between host Melissa Vela-Williamson and Ernie Zuniga the host of "Pickup Lines". Ernie shares about taking the leap from being a TV morning news anchor on traditional media, to developing a self-produced show with a unique format. About Ernie: For almost 18 years, Ernie Zun…

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173. Navigating Bonus Plans and Profit-Sharing Strategies 18:47

4h ago18:47

18:47

Have you ever wanted to implement bonus structures and profit-sharing plans? Or maybe you have a structure in place but it isn't quite going as planned. We're going to cover all of the options in this episode! I kick off by exploring salary-based bonus structures, sharing how they provide a reliable incentive for employees. Then, I dive into perfor…

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How Kat Norton (Miss Excel) Started a 7-Figure Business Before Creating Funnels 28:50

3d ago28:50

28:50

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…

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The Little Things That Unlocked Growth in My Business and Life 13:38

4d ago13:38

13:38

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 orderin…

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206 How to Find Success in the Big Apple as a Singing CPA (feat. Steven Zelin, CPA) 45:41

1d ago45:41

45:41

Episode 206 FACULTY: Steven Zelin, the Singing CPA CLASS: #Shoperations In this episode, Scott interviews Steven Zelin, CPA, also known as The Singing CPA. Steven shares his journey, from becoming a CPA to pursuing his passion for singing, starting his own firm, client acquisition and niche development, peer review, the Steve Zelin Singing CPA bran…

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How Do I Avoid Payment Processing Fees? 10:39

13d ago10:39

10:39

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 reve…

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Should I Hire a Tax Strategist? 14:16

8d ago14:16

14:16

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 wha…

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Making Bookkeeping Simple and Affordable with Tony Wilson 23:12

9d ago23:12

23:12

In this special episode, we have the pleasure of chatting with Tony Wilson, a CPA and CMA with a passion for simplifying bookkeeping for freelancers and business owners. We'll dive into the critical role that bookkeeping plays beyond tax preparation and discover how it can be a powerful tool for making informed decisions, optimizing financial healt…

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Creating Content for Niche Audiences with April Monterrosa 27:07

13d ago27:07

27:07

When you see a lack of representation in media, sometimes the best way to address it is to create the type of publication you're craving. In today's episode, Melissa sits down with April Monterrosa, the publisher and editor-in-chief of Live From The Southside Magazine, to talk about creating content for a niche audience and an insider's look into b…

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How to Tell Your Financial Story with Tony Wilson 22:20

11d ago22:20

22:20

In this episode, we'll explore why bookkeeping should be approached not as a complex mathematical puzzle but as a narrative of your business's financial journey - with special guest, Tony Wilson. We'll discuss the common mental blocks and misconceptions that hold you back and the importance of tackling your finances monthly, if not quarterly, to cr…

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CFO Q&A - Naming Your Business 13:57

12d ago13:57

13:57

On today’s episode, Shannon tackles why your name might not be the best choice for your company’s identity. She'll share insights on the potential risks and long-term considerations of business naming—from privacy concerns to future growth and sellability. If you're in the throes of naming your venture or rethinking your existing business name, Sha…

1
205 An Accounting Architect Harmonizing the Hustle at Half a Million (feat. Kelly Rohrs, CPA the Tax Slayer) 39:01

18d ago39:01

39:01

Episode 205 FACULTY: Kelly Rohrs, CPA the Tax Slayer CLASS: #SocialStudies In this episode, Scott interviews Kelly Rohrs, CPA, also known as Tax Slayer and co-host of the Zero to Millions Podcast. Kelly shares her journey, from her first accounting job to starting her own brand. The conversation covers topics such as balancing motherhood with being…

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What Actually Happens If I Commingle Business and Personal Finances? 11:49

15d ago11:49

11:49

In today's episode, we're diving into a topic that may make you a tad uncomfortable but hold the key to your business's financial health – separating your business and personal finances. Despite warnings you've heard, I know it's tempting to treat your business account as an emergency wallet. Yet today, I'll unpack why blending cash from both world…

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Why Should You Separate Your Business Money from Personal Finances? 14:30

16d ago14:30

14:30

Today’s episode is all about a fundamental business practice: separating your personal finances from your business accounts. We'll be exploring three powerful reasons why keeping these entities apart is absolutely crucial, touching on better tax organization, avoiding IRS audit complications, and protecting yourself legally by not piercing your LLC…

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CFO Q&A: Should You Pay Off Loans with Extra Cash? 6:51

22d ago6:51

6:51

In this episode of Keep What You Earn, Shannon addresses a common question from a member of CFO on Demand: Should extra cash be used to pay off a small loan with 1% interest or placed in a high-yield savings account generating 3.5% interest? Shannon's insightful response delves into the logical and financial considerations behind this decision, cha…

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B2B Communications and Events with Erika Bradbury 36:03

24d ago36:03

36:03

You don't have to be a subject matter expert to help create an engaging event for professionals in a certain sector. You just have to be an expert at creating events. In this episode, Melissa talks with Erika Bradbury, an editorial and event content strategist about creating successful events and communications for business-to-business (B2B) audien…

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171. Do You Need Worker's Comp Insurance? 14:39

21d ago14:39

14:39

Spoiler alert: the answer is probably yes! Take a deep dive with me into the critical yet often overlooked requirement of Worker's Compensation Insurance for small business owners. Drawing from my firsthand experience, I underscore the severe financial risks and legal trouble you could face without this insurance. Even if you have a remote workforc…

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Turn Your Business Into a Cash Flow Machine with Adam Lean 36:52

23d ago36:52

36:52

In today’s episode, we have Adam Lean joining us from the CFO Project, a pro at steering businesses toward peak cash flow and profit. Adam reveals the six pivotal drivers of cash flow and why mastering them is crucial for your company's health. Say goodbye to just 'owning a job' and hello to a thriving, profitable enterprise. We'll explore Adam's e…

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Do You Need Business Surgery or Business Vitamins? 14:25

24d ago14:25

14:25

Today, we're diving deep into why waiting for a crisis to solve business problems is all too common, and how proactive, preventative measures can save you from financial pain later on. We’ll discuss the importance of good financial practices from the get-go, the analogy of business vitamins versus surgery, and when it might be time to seek professi…

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204 The Uprising of the Next Generation of Accountants (feat. Mike Manalac, CPA) 52:00

15d ago52:00

52:00

Episode 204 FACULTY: Mike Manalac, CPA CLASS: #TheGuide In this episode, Scott interviews Mike Manalac, CPA, Accounting Manager at Google. Mike shares his journey from working at Walmart.com to his current role at Google, highlighting experiences and lessons learned along the way. The conversation delves into topics such as work-life balance, the t…

1
What a Balance Sheet Actually Tells You 15:09

28d ago15:09

15:09

In today’s episode, we decode the balance sheet's mysteries and show you how this tool can guide your business decisions. You'll learn to check solvency, properly understand your assets, and ensure you're not just filling holes with bank loans. By the end, you'll have the confidence to use this info to your advantage. What you'll hear in this episo…

1
Breaking Down CFO On Demand 13:21

29d ago13:21

13:21

In this episode, Shannon breaks down the common challenges that entrepreneurs face when seeking financial help as their businesses grow. She addresses the issues of financial support being seen as a luxury, the high cost of hiring financial professionals, and the lack of engagement in community forums due to the shame around asking money-related qu…

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How Can You Shake Off Business Boredom and Thrive? 11:13

30d ago11:13

11:13

Today, Shannon delves into the topic of business boredom. She addresses the common struggle of feeling bored with a successful business and offers insight into why this feeling may arise. Shannon encourages business owners to consider the true purpose of their business and explores the idea that the way to make the most money may not always be the …

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Trade Journalism with John Elsasser 43:19

1M ago43:19

43:19

No matter what field you're in, there's probably a publication that is created for professionals like you and covers stories that are relevant to your area of work. This is called trade journalism. In today's episode, Melissa is joined by John Elsasser, the editor-in-chief of PRSA's Strategies & Tactics for a discussion about the evolution and impo…

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170. How to Motivate Your Team and Build Culture with Cory Charles 35:32

22d ago35:32

35:32

Dive in with Cory Charles as we discuss the art of building, motivating, and maintaining successful teams. As business owners and leaders, the challenge often lies not only in hiring the right individuals but also in inspiring and motivating them consistently. Cory, a renowned speaker, and trainer, shares invaluable insights on creating a cohesive …

1
How Childhood Financial Education is Changing Lives with Jeremy Race 34:11

1M ago34:11

34:11

Today we have the honor of chatting with Jeremy Race, president and CEO of Junior Achievement of Southwest New England. Together, we'll delve into the vital role childhood financial education plays in shaping future generations. Jeremy will share his passion for providing young students with the financial knowledge they need to succeed through Juni…

1
How to Read Your Tax Return 13:42

1M ago13:42

13:42

In this episode of Keep What You Earn, Shannon delves into the topic of how to read your tax return. She emphasizes the importance of understanding and taking responsibility for your tax return before signing off on it. Shannon breaks down the key components of the tax return, simplifying the process and empowering listeners with the knowledge they…

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203 Scaling a Million Dollar Practice (feat. Andrea MacDonald, CPA) 39:51

1M ago39:51

39:51

Episode 203 FACULTY: Andrea MacDonald, CPA CLASS: #Shoperations In this podcast episode, Scott interviews Andrea MacDonald, CPA, and CEO of Pro Tax & Accounting LLC. Andrea shares insights into her journey of starting and growing her accounting practice, highlighting key milestones, challenges, and successes along the way. From the inception of her…

1
What to Do if You're Behind on Doing Your Taxes 12:21

1M ago12:21

12:21

In this episode, Shannon discusses what to do if you're behind on doing your taxes. As the tax deadline approaches, Shannon provides a detailed blueprint for handling the situation, covering various scenarios and offering valuable advice for business owners. She emphasizes the importance of taking ownership of the communication with your accountant…

1
Is Productivity the Same as Profitability? 9:58

1M ago9:58

9:58

In this episode, Shannon discusses the mindset shift from valuing productivity to prioritizing profitability in entrepreneurship. She shares personal experiences and insights on how to focus on tasks that generate real results and revenue for your business. Shannon emphasizes the importance of understanding your profit drivers and making strategic …

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Building an Aesthetic-Driven Brand with Tori Kruse 23:42

1M ago23:42

23:42

In this episode of Keep What You Earn, Shannon continues her conversation with Tori Kruse, a personal stylist and founder of a mindset and confidence coaching company. Tori shares her journey from competing in Miss USA to founding her company, emphasizing the importance of internal discovery and personal development. Together, they discuss the powe…

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The Magic of Authorship with Jacqueline Ruiz 38:30

28d ago38:30

38:30

As PR pros, we excel at helping clients tell their stories, but when it comes to telling our own, we sometimes find it difficult to "land that plane". Melissa talks to Jacqueline Ruiz, a social entrepreneur (and a real-life pilot) about how the magic of hybrid publishing can help you tell your story. Thought about becoming an author? Listen in! Abo…

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169. Maximize Team Performance with This Simple Tool 20:35

29d ago20:35

20:35

Tailoring your leadership approach to your team members can transform your team beyond recognition! In this episode, I share the dynamic Skill vs. Will Matrix and how it can be utilized to support your team as they change and your business evolves. Join me as we uncover the intricacies of understanding the four quadrants of this matrix and how it c…

1
Investing in Brand Presence with Tori Kruse 26:59

1M ago26:59

26:59

Today, Shannon interviews Tori Kruse, founder and CEO of Tori Kruse Enterprises. Tori shares her expertise in helping female speakers and leaders align their internal power with their external image. They discuss the importance of confidence in wardrobe choices and how it can impact one's performance on stage. Tune in as they unpack the deeper mean…

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Oprah, Ozempic, and the Obesity Conversation 58:49

1M ago58:49

58:49

Episode 104: Alix Turoff, MS, RD, CDN, CPT | Oprah, Ozempic, and the Obesity Conversation Welcome back to the Alix Turoff Nutrition Podcast! In today's episode, we'll be dissecting Oprah's recent prime-time special, "Shame, Blame and the Weight Loss Revolution," where she leads a discussion on obesity and weight loss medications. We'll explore the …

1
Who Do I Ask? 14:45

1M ago14:45

14:45

In this episode of Keep What You Earn, Shannon discusses the common dilemma faced by business owners of not knowing who to ask for important business and financial advice. She addresses the challenges of finding the right professionals to answer questions about setting up a business bank account, forming an LLC, and handling personal finances. Shan…

1
202 Fiscal Doctor with a Millennial Mindset since 1962 (feat. David Bergstein, CPA) 45:08

1M ago45:08

45:08

Episode 202 FACULTY: David Bergstein, CPA CLASS: #TheGuide In this episode, Scott interviews David Bergstein, a CPA, covering various aspects of David's journey in accounting and his insights into the profession from his decades of experience. They discuss topics such as the relevance of becoming a CPA for young people, marketing strategies for acc…

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S Corp Salary Explained Like a 3rd Grader 15:51

1M ago15:51

15:51

In this episode of Keep What You Earn, Shannon breaks down the complex topic of S Corp salary in a way that's easy for anyone to understand. She explains the important requirement for S Corp owners to pay themselves a reasonable salary and delves into the internal and external factors that come into play when determining this salary. Shannon shares…

1
How Can Three Simple Steps Ease Tax Season Anxiety? 18:29

1M ago18:29

18:29

Today, Shannon shares three simple steps to ease tax season anxiety. She emphasizes the importance of proactive bookkeeping and offers practical tips to make it more manageable. Additionally, she discusses the significance of organizing tax-related documents and suggests strategies to effectively communicate with your tax professional. Dive into th…

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