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!  

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CONNECT WITH SHANNONLearn more about Shannon’s offerings: fitnancialsolutions.comFollow Shannon: @shannonkweinstein Listen to Keep What You Earn   CONNECT WITH LORIFollow me: @loriharderFollow Lite Pink: @drinklitepinkFollow Earn Your Happy: @earnyourhappyFollow Girlfriends & Business: @girlfriendsandbusinessListen to Girlfriends & Business