Best Taxsavings Podcasts (2024)

1
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…

1
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…

1
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…

1
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…

1
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…

1
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…

1
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…

1
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…

1
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…

1
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…

1
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…

1
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…

1
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
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…

1
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…

1
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…

1
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…

1
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…

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…

1
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 …

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…

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 …

1
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…

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…

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
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…

1
What to Expect as a Franchisee with Liz Leonard 23:45

1M ago23:45

23:45

In this episode of "Keep What You Earn," Shannon continues her insightful conversation with franchise expert Liz Leonard on the intricacies of being a successful franchisee. They delve into the challenges and experiences of franchise owners, including the importance of working capital and building a strong team. They also discuss the support provid…

1
Is a Franchise Right for You? with Liz Leonard 21:39

1M ago21:39

21:39

In this episode, Shannon dives into the world of franchise businesses with expert Liz Leonard. They explore the lesser-known side of franchising, beyond the typical fast food and restaurant models, and discover the wide range of opportunities available in home services, healthcare, education, and more. Liz shares her expertise as a franchise adviso…

1
3 Voices You Need to Silence to Succeed 21:25

2M ago21:25

21:25

In this episode of Keep What You Earn, Shannon delves into the internal voices that entrepreneurs must silence in order to succeed. She identifies three key voices: comparison, overwhelm, and the fear of making someone feel bad. Through personal anecdotes and reflections, Shannon provides insights on the impact of these voices and strategies to sil…

1
CFO Q&A - Tax Estimates 14:46

2M ago14:46

14:46

In this episode, Shannon dives into the complex world of tax estimates and how they apply to entrepreneurs. Addressing a question from CFO On Demand, Shannon breaks down the intricacies of paying estimated taxes throughout the year as an S corporation, emphasizing the need to understand the practicalities beyond traditional accounting advice. She o…

1
Investing in Businesses - What You Need to Know 20:44

2M ago20:44

20:44

In this episode, Shannon shares her insights on what to consider when investing in businesses. She breaks down the essential questions to ask and factors to evaluate when approached for investment opportunities, providing valuable perspective for both potential investors and business owners seeking capital. From understanding the team and their exp…

1
Cross-Generation Communication in Your Business with Lindsey Pollak 31:35

2M ago31:35

31:35

Today, Shannon is into the second part of her enriching conversation with Lindsey Pollak, a renowned career and workplace expert. Shannon and Lindsey continue unraveling the complexities and opportunities of cross-generation communication within your business. Last time, Lindsey gave valuable insights into the shifting career landscape, and today s…

1
Appreciating and Working with Other Generations with Lindsey Pollak 24:50

2M ago24:50

24:50

In today’s episode, Shannon dives into the intriguing world of generational differences with guest Lindsey Pollak, a renowned career and workplace expert. Together, they explore the impact of cross-generational communication and the various challenges that arise from miscommunication. Discover the official definitions of different generations accor…

1
What to Track in Your Books 15:20

2M ago15:20

15:20

Today, Shannon dives into the often overlooked aspect of bookkeeping - the customization and organization of accounts in QuickBooks Online. She shares valuable insights on how to create a chart of accounts tailored to your business, including tips on tracking income and expenses more effectively. As the episode unfolds, Shannon reveals key strategi…

1
Stop Trying to Scale Everything 14:26

2M ago14:26

14:26

In this episode of Keep What You Earn, Shannon explores the misconception of scaling in business. Providing insights into differentiating between growth and operational efficiency, Shannon emphasizes the importance of understanding when not to scale. Drawing from personal experiences, she encourages entrepreneurs to prioritize genuine connections o…

1
Compensation Plans - Commission or Flat Rate? 20:05

2M ago20:05

20:05

In this episode, Shannon delves into the complexities of compensation planning, particularly exploring the dilemma of choosing between commission-based or flat-rate compensation plans. Unraveling the intricacies of cash flow forecasts, she provides practical insights and strategic considerations for structuring compensation packages that align with…

1
Mastering Facebook Ads and Paid Content with Peter Vander Wall 23:34

2M ago23:34

23:34

Today, Shannon continues her discussion with guest Peter Vander Wall about the intricacies of paid content, specifically focusing on Facebook ads. Shannon and Peter delve into the different strategies for using paid content to the advantage of professional service firms and provide valuable insights into creating paid content that converts. They ex…

1
Proven Methods for Organic Content with Peter Vander Wall 28:00

2M ago28:00

28:00

In this episode, we dive into the world of organic content and how to make it work for your professional services firm. Our guest, Peter Vander Wall, a marketing consultant specializing in helping professional service firms scale their client acquisitions, shares insights on creating relatable and valuable content. From agitating the pain of your i…

1
What's the Best Way to Pour Money Into Your Business? 6:55

2M ago6:55

6:55

In this episode of Keep What You Earn, Shannon tackles an important question for business owners: how to put more money into your business. She breaks down two key ways to inject capital into your business, highlighting the importance of understanding the accounting implications to avoid unnecessary taxes. Shannon provides valuable insights on the …

1
Building a Business with Exit Strategy in Mind 11:08

2M ago11:08

11:08

In this episode of Keep What You Earn, Shannon discusses the importance of building a business with an exit strategy in mind, even if selling the business is not in your immediate plans. She emphasizes the need to create a business that is sellable and appeals to potential buyers, and shares her own insights on how she is working to make her own bu…

1
Introducing Money to Kids: Where Do You Start? 16:45

2M ago16:45

16:45

In this episode, discover how to empower your children with valuable money lessons, even if you're not a financial expert yourself. By actively involving them in financial decisions and experiences, you can lay the foundation for a healthier relationship with money and help shape their positive financial narratives. Tune in to learn practical strat…

1
What to Look for in a Bookkeeper with Misa Bacon 25:58

2M ago25:58

25:58

In this episode, Shannon continues the conversation with bookkeeping expert Misa Bacon. They dive into what to expect from a bookkeeper, how to vet the right professional for your business, and the importance of communication and personalization in the bookkeeping relationship. Misa shares valuable insights on the different types of bookkeepers, th…

1
Simple Ways to Track Your Books with Misa Bacon 20:08

2M ago20:08

20:08

In this episode, Shannon welcomes Misa Bacon, founder of Perfectly Kept Books, to discuss the misunderstood world of bookkeeping. Misa shares her passion for helping women entrepreneurs and creatives understand their finances and turn their data into decisions. The episode highlights the importance of customizing bookkeeping to gain valuable insigh…

1
Are Quarterly Taxes Necessary For You? 14:58

2M ago14:58

14:58

On this episode of Keep What You Earn, Shannon gets into the topic of quarterly estimated taxes. Advocating for a nontraditional approach, she emphasizes the importance of good bookkeeping and understanding how to save money for taxes. Through real-life examples and practical advice, Shannon challenges the conventional wisdom around paying quarterl…

1
Is Hiring Your Family the Right Thing to Do? 17:25

2M ago17:25

17:25

In this episode of Keep What You Earn, Shannon gets into a topic that many entrepreneurs grapple with: the decision of whether to hire family members in their business. She discusses the potential benefits and drawbacks of this choice, offering insights into the unique dynamics and considerations involved. From the inherent sense of loyalty and tax…

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Taxsavings Podcasts

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