Business metrics used to freak me out, but thankfully I’ve discovered some approachable ways to gain insight into that valuable information. I’m joined by Shannon Weinstein, founder of Fitnancial Solutions, which is an accounting, tax strategy, and coaching firm for entrepreneurs who want more perspective and less paperwork when it comes to their finances. 
In our conversation, we break down what a fractional CFO is and how they can help business owners turn data into decisions. Shannon shares her advice for anyone who feels overwhelmed and disempowered with their finances, particularly for newer entrepreneurs. She also covers what’s included in her Business Financial Quickstarter course and an amazing offer she has for all the Earn Your Happy listeners! 

IN THIS EPISODE, WE TALK ABOUT:

How to know when you’re ready to start working with an accountant or fractional CFO 

Tips to find the right financial expert for your business

The income goal that Shannon recommends achieving before hiring an accountant 

Mindset tools to detach your metrics from your identity and self-worth 

Tangible ways to set up a solid bookkeeping strategy and grow more sustainably this year 


RESOURCES

Get $50 off the Business Financial Quickstarter course at keepwhatyouearn.com/lori and use code LORI at checkout!  

Come join us on the GrowthDay app!: growthday.com  

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Text DAILY to 310-496-8363 for daily manifesting affirmations and journal prompts. 


CONNECT WITH SHANNON
Learn more about Shannon’s offerings: fitnancialsolutions.com
Follow Shannon: @shannonkweinstein 
Listen to Keep What You Earn   
 
CONNECT WITH LORI
Follow me: @loriharder
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