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    Business

    Keep What You Earn

    Keep What You Earn is the podcast for aesthetics and wellness practice owners who want to scale profitably and build a business that is actually worth something.

    Hosted by Shannon Weinstein, CPA and Fractional CFO, this show is designed for med spa owners generating $1–5M in revenue who are ready to move beyond reactive decision-making and into disciplined, strategic growth.

    If you’re trying to break past the $2M ceiling, improve cash flow predictability, increase margins, open additional locations, or prepare your practice for a future sale, this podcast gives you the financial clarity to do it confidently.

    Each episode focuses on the financial building blocks that determine whether your practice scales smoothly or stalls under pressure, including pricing discipline, operating margin control, cash flow forecasting, customer lifetime value, and enterprise value planning. This isn’t about more spreadsheets. It’s about financial leadership.

    Whether you’re preparing for expansion or positioning your practice to sell, Keep What You Earn helps you think like a CFO and operate like a CEO.

    [Disclaimer: Any opinions, recommendations, and tips offered on this podcast or other social media forums do not constitute individual tax or accounting advice. This content is designed to provide education and awareness about financial topics and responsibility for the benefit of the general public. Please consult a professional before implementing any of the suggestions made by Shannon or Keep What You Earn Co.]

    Advertise

    Copyright: © 2021 All rights reserved Fitnancial Solutions.

    • Apple Podcasts
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    • Spotify

    Latest Episodes:
    The Cure for Ineffective Meetings with Mamie Kanfer Stewart Aug 22, 2023
    Show notes

    I speak for everyone when I say that no one enjoys wasting time on unproductive meetings. Joining me today is a true expert in the field, Mamie Kanfer Stewart. She's the force behind the Modern Manager podcast, authored "Momentum: Creating Effective, Engaging, and Enjoyable Meetings," and founder of Meteor training firm.

    We've all suffered through endless meetings, but Mamie's here to transform the meeting landscape. Her insights aren't just quick fixes; they're about overhauling work cultures. Through coaching and training, Mamie equips managers and entrepreneurs with efficient self-management and team leadership skills.

    Prepare to rewrite your meeting playbook as we delve into Mamie's invaluable expertise. Let's usher in a new era of effective meetings – a game changer for business and personal productivity.

    What you'll hear in this episode:

    [3:01] Where did Mamie's passion for helping others have productive meetings originate?

    [4:50] What are the common mistakes that we all make with meetings that make them poor?

    [7:15] What are the key steps to prepare for a meeting to help make the meeting successful?

    [12:32] What is the best way to identify and communicate the desired outcome with the attendees?

    [21:01] What are the benefits of recurring meetings vs. booking impromptu meetings?

    [32:26] How can you apply these meeting strategies to virtual meetings?

    [38:09] What tools work well to help reduce unnecessary meetings and foster collaboration?

    Connect with Mamie

    themodernmanager.com

    meeteor.com

    * Related episodes:

    Creating a Conscious Public Relations Strategy with Melissa Vela-Williamson

    Building a Business Around Your Life's Mission with Andrew Anderson

    The Two Best Ways to Gain Clarity on Your Next Steps

    Tactical Resources:

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

    Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa

    Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash

    Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide

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

    See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

    Additional Resources:

    Find everything you need at https://www.keepwhatyouearn.com

    Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

    Hire us: https://www.fitnancialsolutions.com/accounting

    Find me on IG https://www.instagram.com/shannonkweinstein/

    Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    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.


    Staying Motivated in Times of Stress Aug 21, 2023
    Show notes

    Stress and burnout are something that none of us want to experience. Unfortunately for business owners, it can be challenging to avoid as you are ultimately responsible for your business and your own well-being.

    As my entrepreneurship journey has progressed, I have found ways to temper my bouts with stress and burnout. This episode is dedicated to sharing some things with you that I have found significantly reduce my stress levels, and help make my day-to-day work more enjoyable.

    What you'll hear in this episode:

    [1:00] Why stress and burnout impact business owners so frequently.

    [2:15] The primary thing that I do when I am starting to feel the symptoms of stress and burnout.

    [5:19] Schedule an entertainment break in the middle of the day to pull yourself away from your work.

    [8:01] Don't wait until you feel a significant amount of stress to do something about it.

    * Related episodes:

    Want to Leave Your Corporate Job? It's Easier Than You Think

    How to Maximize the Return on an Unpaid Opportunity

    The Two Best Ways to Gain Clarity on Your Next Steps

    Tactical Resources:

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

    Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa

    Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash

    Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide

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

    See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

    Additional Resources:

    Find everything you need at https://www.keepwhatyouearn.com

    Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

    Hire us: https://www.fitnancialsolutions.com/accounting

    Find me on IG https://www.instagram.com/shannonkweinstein/

    Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    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.


    How to Build a Winning Affiliate Program Aug 18, 2023
    Show notes

    A well-structured affiliate program offers a multitude of benefits for both businesses and affiliates alike. For businesses, it serves as a powerful marketing tool that extends your reach and boosts sales without upfront advertising costs. By leveraging a network of motivated affiliates, you can tap into a diverse audience, enhancing brand visibility and credibility.

    Affiliates, on the other hand, gain an opportunity to earn passive income by promoting products or services they believe in, without the burdens of inventory management or customer support. This mutually beneficial arrangement fosters growth, strengthens partnerships, and creates a win-win scenario in the competitive world of online commerce.

    What you'll hear in this episode:

    [1:00] What are the potential benefits of building an affiliate program?

    [2:00] One of the best-run affiliate programs that I see running right now and why I think it is designed so well.

    [4:17] Understand what kind of incentive your affiliates desire and how you can support them.

    [7:31] Foster relationships with the affiliates and among the affiliates.

    [10:32] Offer rewards that are not exclusively results-driven

    [12:10] Have a written agreement for the structure of the program for affiliates.

    * Related episodes:

    How to Maximize the Return on an Unpaid Opportunity

    How to Develop a Brand Style with Tanya Smith

    Leveraging Collaborations for Business Growth

    Tactical Resources:

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

    Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa

    Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash

    Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide

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

    See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

    Additional Resources:

    Find everything you need at https://www.keepwhatyouearn.com

    Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

    Hire us: https://www.fitnancialsolutions.com/accounting

    Find me on IG https://www.instagram.com/shannonkweinstein/

    Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    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.


    How to Outsmart Hackers with Seth James Nielson Aug 17, 2023
    Show notes

    As technology advances and hackers, along with AI, become more sophisticated in their approaches, the significance of cybersecurity continues to grow. Irrespective of the specific technology in play, it's ultimately your responsibility to take measures to safeguard yourself and your business. I hope that today's discussion with Dr. Seth Nielson serves as the motivation you require to truly prioritize your cybersecurity efforts.

    Dr. Seth James Nielson is a cybersecurity expert with specialties in forensics, cryptography, network security, and the security of data (including privacy). Dr. Nielson has worked for companies of all sizes, has testified as an expert in court cases, and teaches as an adjunct at the University of Texas at Austin.

    What you'll hear in this episode:

    [4:45] How did Dr. Nielson get into cybersecurity and why is he so passionate about it?

    [7:30] What are some of the fundamental things that you should do online to protect yourself from hacking?

    [10:56] Why is a password manager so effective even when we are told not to put all of our information in one place?

    [13:00] Why do business owners need to be especially vigilant with their cybersecurity?

    [20:34] What are some habits that we can instill while on the internet to make sure we are being as safe as possible?

    [25:56] The importance of verbal validation when completing financial transactions with individuals over the Internet.

    [34:21] What are some other basic things that are highly important to cybersecurity?

    Connect with Seth:

    https://www.linkedin.com/in/sethjamesnielson/

    http://crimsonvista.com/

    Discovering Cybersecurity - A technical introduction for the absolute beginner

    * Related episodes:

    Want to Leave Your Corporate Job? It's Easier Than You Think

    Protecting Your Legacy Through Estate Planning with Clara Delgado Rossell

    How to Manage Remote Teams

    Tactical Resources:

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

    Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa

    Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash

    Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide

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

    See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

    Additional Resources:

    Find everything you need at https://www.keepwhatyouearn.com

    Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

    Hire us: https://www.fitnancialsolutions.com/accounting

    Find me on IG https://www.instagram.com/shannonkweinstein/

    Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    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.


    Is There Such Thing as Too Much Transparency? Aug 16, 2023
    Show notes

    Transparency online can be especially important as you are building your business. Not only does it show your followers that you are a human, have emotion, and care about your product or service, but it also helps establish your credibility with your followers as someone who isn't solely there to make a dollar.

    That said, improper sharing online can actually have the opposite impact on your business if what you are sharing doesn't have value to your potential customers. Tune in to hear my opinion on what should, and should not, be shared online in regards to your business.

    What you'll hear in this episode:

    [0:55] What is one of the best ways to build trust online?

    [1:57] In my opinion, what is too much transparency online?

    [4:20] Consider if what you are sharing online helps enhance your credibility in your field.

    [7:51] Vulnerability without value is just vanity.

    [10:44] Authenticity vs Transparency

    * Related episodes:

    Want to Leave Your Corporate Job? It's Easier Than You Think

    How to Maximize the Return on an Unpaid Opportunity

    The Two Best Ways to Gain Clarity on Your Next Steps

    Tactical Resources:

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

    Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa

    Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash

    Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide

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

    See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

    Additional Resources:

    Find everything you need at https://www.keepwhatyouearn.com

    Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

    Hire us: https://www.fitnancialsolutions.com/accounting

    Find me on IG https://www.instagram.com/shannonkweinstein/

    Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    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.


    The Benefits of Business Continuity Planning with Jim Erben Aug 15, 2023
    Show notes

    Planning for the future of our business is something that we all have probably considered, but often push off as unnecessary or unimportant. This may be because you are young and healthy, or because you don't expect your business to become your primary asset as you age. Either way, life is unpredictable and we never know what can happen. For this reason, it is essential to have a plan in place for your business in case something happens to you as the owner, to protect not only your business but also your family and personal assets.

    Jim Erben joins me today to discuss the importance of having a plan, and how to get started. As an international speaker, Jim shares his 30+ years of experience with thousands of business leaders annually. He is well-known for his straightforward approach to succession or exit planning, business continuity, and executive retention. Jim's proprietary process helps business owners navigate the complexities of succession and exit planning to help create an everlasting legacy.

    What you'll hear in this episode:

    [3:15] What are some of the major reasons that people seek out succession planning?

    [5:28] What is entailed in exit planning, continuity planning, and succession planning?

    [11:22] Is there such a thing as "too soon" to begin planning?

    [12:56] What can possibly happen if there is no plan in place and something happens to the owner?

    [17:07] What are the core elements that must be part of a good succession plan?

    [20:45] How do you initiate proper future planning in your business?

    Connect with Jim:

    Jimerben.com

    * Related episodes:

    Will Artificial Intelligence Become Your Accountant?

    How to Manage Rapid or Unexpected Growth

    How to Manage Remote Teams

    Tactical Resources:

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

    Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa

    Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash

    Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide

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

    See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

    Additional Resources:

    Find everything you need at https://www.keepwhatyouearn.com

    Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

    Hire us: https://www.fitnancialsolutions.com/accounting

    Find me on IG https://www.instagram.com/shannonkweinstein/

    Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    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.


    Live Q&A Part 2: Tips for Onboarding with Your New Accountant Aug 14, 2023
    Show notes

    This is Part 2 of our Q&A mini-series with Tobias, where we delve into the art of discovering and hiring the perfect accountant for your needs. In this episode, we will be exploring the essential steps to ensure a seamless onboarding experience with your chosen accountant.

    Onboarding can be a nerve-wracking phase for both you and your accountant. However, by establishing clear expectations and a thorough understanding of the process, we can transform it into a smooth and productive journey for everyone involved.

    If you have not listened to part 1 of this series, go back and give that a listen prior to this episode.

    What you'll hear in this episode:

    [1:45] What should you expect in terms of onboarding for various levels of tax support, from both the client's and accountant's perspective?

    [5:30] How to handle a new relationship with an accounting professional when it comes to divulging information and sharing documents.

    [15:30] How to ensure that terms and expectations are clearly set at the beginning of the relationship.

    [19:10] What is some pre-work that you should do prior to going out and looking for an accountant?

    * Related episodes:

    Want to Leave Your Corporate Job? It's Easier Than You Think

    Protecting Your Legacy Through Estate Planning with Clara Delgado Rossell

    How to Manage Remote Teams

    Tactical Resources:

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

    Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa

    Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash

    Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide

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

    See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

    Additional Resources:

    Find everything you need at https://www.keepwhatyouearn.com

    Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

    Hire us: https://www.fitnancialsolutions.com/accounting

    Find me on IG https://www.instagram.com/shannonkweinstein/

    Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    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.


    Live Q&A Part 1: How to Find and Hire a Great Accountant Aug 11, 2023
    Show notes

    As someone who regularly receives numerous online inquiries and advice-seeking messages, I'm excited to share this unique conversation with you. Today, I have the pleasure of addressing one of the most common questions I receive by engaging in a discussion with one of our dedicated followers.

    Meet Tobias, who has recently taken the brave step of leaving his corporate job to pursue his entrepreneurial dreams. One of his primary concerns is finding the right accountant for his small business. Having had a previous experience with an accountant that didn't align with his communication and expectation preferences, Tobias is now determined to discover the key to securing a stellar accountant who will truly understand and cater to his needs.

    In Part 1 of this series, we will explore the secrets of locating and hiring a remarkable accountant who surpasses expectations. Through our insightful conversation, we hope to equip Tobias and all our listeners with valuable tips and strategies for finding the perfect accounting partner tailored to their specific requirements.

    What you'll hear in this episode:

    [4:52] What is some background into Tobias' business and why is he looking for an accountant?

    [11:19] How to begin setting expectations for what you expect out of a tax professional, and then using these to evaluate your options?

    [20:15] Why tax professionals often extend your filing deadline and the importance of communication.

    [24:00] Should you hire an in-person or remote accountant?

    [28:30] Does it matter if you hire an in-state account or out-of-state accountant to deal with all of your taxes?

    [32:00] What are some pointers to try and vet an accountant prior to having a discovery call with them?

    * Related episodes:

    Want to Leave Your Corporate Job? It's Easier Than You Think

    Protecting Your Legacy Through Estate Planning with Clara Delgado Rossell

    How to Manage Remote Teams

    Tactical Resources:

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

    Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa

    Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash

    Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide

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

    See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

    Additional Resources:

    Find everything you need at https://www.keepwhatyouearn.com

    Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

    Hire us: https://www.fitnancialsolutions.com/accounting

    Find me on IG https://www.instagram.com/shannonkweinstein/

    Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    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.


    Creating a Conscious Public Relations Strategy with Melissa Vela-Williamson Aug 10, 2023
    Show notes

    Public relations (PR) plays a critical role in the success of any business, regardless of its size. The perception that the public holds about your business can significantly impact your outcomes, either leading to success or failure. Unfortunately, many businesses overlook the importance of establishing a positive public image and fail to align their actions with their PR message.

    Today, we have the privilege of having Melissa Vela Williamson on the show. Melissa is an accredited and internationally recognized public relations expert, national industry columnist, podcast host, and author with two decades of experience in multicultural and integrated communications. She is the founder of MVW Communications, a boutique firm that provides consultancy, training, and account direction services.

    During our discussion, Melissa will shed light on the significance of aligning your PR message and the actions of your business. She will share valuable insights on how to initiate this process within your organization, helping you build a strong and consistent public image.

    What you'll hear in this episode:

    [2:26] Who is Melissa Vela Williamson and what is her area of expertise?

    [4:35] What is public relations, how is it defined, and how does it differ from marketing?

    [12:10] What are strategies that can help people build a strong PR presence?

    [17:30] How do you advise clients to approach PR that have the "I don't care what others think" mindset?

    [20:12] Is it ever too early to have a PR strategy for your business?

    [29:56] What are the recommendations to get started with a PR strategy if this is not something that you have considered before?

    Connect with Melissa:

    mvw360.com

    Book: Smart Talk: Public Relations Essentials All Pros Should Know

    IG: @mvw.communications

    * Related episodes:

    How to Develop a Brand Style with Tanya Smith

    Leveraging Collaborations for Business Growth

    Building Authentic Relationships in Business with Barb Betts

    Tactical Resources:

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

    Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa

    Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash

    Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide

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

    See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

    Additional Resources:

    Find everything you need at https://www.keepwhatyouearn.com

    Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

    Hire us: https://www.fitnancialsolutions.com/accounting

    Find me on IG https://www.instagram.com/shannonkweinstein/

    Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    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.


    This Pricing Mistake is Costing You Thousands Aug 09, 2023
    Show notes

    Properly stating your offers can be a game-changer for your business. It not only informs your current clients about the services you provide and those you don't but also becomes a valuable resource for attracting potential clients. When customers make a purchase, they want to be fully informed about what they're getting, so being crystal clear upfront is crucial.

    On the other hand, being explicit with your offerings also benefits you as the service provider. Sometimes, we tend to go beyond our contracts because we feel it's the right thing to do or it's a simple task. However, setting clear boundaries can significantly improve your work relationships and open up additional opportunities for add-on services. By holding firm to your offerings, you can create a win-win situation for both your business and your clients.

    What you'll hear in this episode:

    [1:15] Why may you be experiencing uncertain boundaries around your offer?

    [2:00] Are you unintentionally making explicit offers, implicit to your offer, through lack of clarity?

    [7:32] Make sure to educate your clients on the full menu as to what services exist and are available, and which are included.

    [9:40] Be careful about itemizing your offerings with specific prices.

    * Related episodes:

    How to Develop a Brand Style with Tanya Smith

    Leveraging Collaborations for Business Growth

    Building Authentic Relationships in Business with Barb Betts

    Tactical Resources:

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

    Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa

    Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash

    Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide

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

    See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

    Additional Resources:

    Find everything you need at https://www.keepwhatyouearn.com

    Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

    Hire us: https://www.fitnancialsolutions.com/accounting

    Find me on IG https://www.instagram.com/shannonkweinstein/

    Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    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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