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Michelle Weinstein Podcasts

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The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients, and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth. You'l ...
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Medicine For These Times with Beth Weinstein" features visionary leaders, plant medicine pioneers, transformational entrepreneurs, and spiritual guides devoted to service, transformation, and impactful, soul-centered work. Through uncensored conversations about ancient wisdom, psychedelics, sacred medicines, soul-centered healing, non-ordinary states of consciousness, subconscious reprogramming and integration, you’ll gain insights to help you share “your unique medicine", find inspiration f ...
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Keep What You Earn

Shannon Weinstein

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Keep What You Earn is a podcast for entrepreneurs of all levels to use their financial information as a source of inspiration rather than intimidation. Your host, Shannon Weinstein, is a CFO, CPA and business mentor with a knack for simplifying the complex concepts of money into everyday examples and analogies you can actually understand. Join Shannon and her guests as we unlock new growth strategies, tax tips and mindset shifts so you can scale your business with confidence. [Disclaimer: An ...
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Success Unfiltered

Michelle Weinstein - The Pitch Queen, Sales Strategist

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Michelle Weinstein, AKA The Pitch Queen, is the host of Success Unfiltered, which features an array of unique and inspiring guests. She talks to all kinds of innovators and achievers, including multi seven and eight figure entrepreneurs, Shark Tank veterans, authors, performers, and investors. Her guests share their most intimate stories, no holds barred. It's the raw and vulnerable stuff that you don't always hear about, like major rejections, epic failures, and unrelenting setbacks. They s ...
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Stanford Law School WellnessCast™

Professor Joe Bankman & Sarah Weinstein

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The WellnessCast™ is a podcast about wellness and mental health in the legal profession. It is part of the Law School Wellness Project at Stanford Law School and is co-hosted by Professor Joe Bankman and Stanford law students.
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That Marketing Dude was founded by me, Luke Benjamin Thomas, a world traveler, digital nomad and motor mouth. I help digital nomads and location independent entrepreneurs, and those aspiring to become either, to build businesses that allow them to focus more on travel. I started this podcast because I was sick of listening to the same type of shows... So I created something different. I bring on guests as "co-hosts", not to interrogate them. I publish 3 shows a month talking about a specific ...
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Derek has coached global influencers, leading scientists, cutting edge entrepreneurs, billionaires, world record athletes, thought leaders, NYT bestselling authors, and high achievers around the world for more than 15 years Derek Loudermilk is a former pro cyclist and extreme microbiologist turned professional adventurer, author, and lifestyle entr…
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Wil Fisher is a San Diego based spiritual life coach and retreat leader dedicated to helping folks live lives of authenticity, freedom and joy! Before moving to San Diego, Wil spent many years in NYC where he earned his MA in Applied Theater, performed a solo show he wrote and produced, raised money for nonprofits, co-founded a company called Man Q…
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Today, Shannon shares tactical and actionable advice for entrepreneurs to improve their cash flow without making common mistakes. Learn the key differences between profit and cash flow, discover the importance of timing in managing your money, and understand how certain habits, like paying off credit cards too early or having a lax collection proce…
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Shannon sits down with Michele, the founder and CEO of FACE FOUNDRIÉ. Michele shares her entrepreneurial journey from running a successful women's clothing company to tackling her hormonal acne struggles by creating FACE FOUNDRIÉ, offering accessible and high-quality skincare experiences. Learn how FACE FOUNDRIÉ's focus on customer service, communi…
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Beth Weinstein’s Links & Resources ▶ Pay What You Wish Masterclass: https://bethaweinstein.com/aligned-abundance ▶Free Spiritual Business & Psychedelic Business Trainings: https://bethaweinstein.com/gifts ▶ Beth’s other Business Coaching Programs: https://bethaweinstein.com/services ▶ Beth’s Instagram: http://instagram.com/bethaweinstein ▶ Beth’s F…
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Today, Shannon breaks down the essentials of bonus depreciation and depreciation recapture: two topics every business owner should understand. She explains how these deductions really work, why they're often about tax deferral rather than elimination, and what to watch for when selling assets or a business. You'll walk away with practical insights …
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Sales anxiety in accounting can drain confidence, health, and business growth—but it doesn't have to. In this case study, Michelle Weinstein sits down with Rachel Bernier-Green, founder and CEO of Economic Justice Consortium (EJC), to share how she transformed her sales process, conquered fear, and built a thriving consulting firm serving six to ei…
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Veda Austin is a water researcher, public speaker, artist, author, and mother who has spent the past 14 years exploring water’s structural memory and responsiveness. She has pioneered a unique crystallographic method that visually captures water’s reactions to stimuli, revealing its awareness of thought, intention, and creation through imagery. Ved…
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Shannon is joined by Joey Mure, founder of Wealth Without Wall Street. Joey shares his journey of creating financial freedom by focusing on passive income and debunking the traditional notion of trading time for money. The discussion dives into sustainable and customized wealth-building strategies that are not about quick fixes but about understand…
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Today, Shannon dives into the crucial differences between a bookkeeper and a fractional CFO, revealing why scaling businesses should consider the latter. Shannon explains how fractional CFO services provide deeper insights, strategic decision-making, and future-focused projections that surpass what a bookkeeper or an in-house accountant can offer. …
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Today, Shannon guides entrepreneurs and business owners through the challenges of financial overwhelm and decision fatigue. Shannon shares tactical and actionable advice on identifying the biggest constraints in your business, specifically focusing on cash flow management. Tune in to learn how to map out your cash flow, prioritize impactful financi…
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The epidemic of overworking and underearning in accounting is costing professionals both time and financial freedom, but breaking the cycle is possible. This time, our very own Michelle Weinstein takes the hot seat with Molly Murphy, the company's chief enrollment officer, to share how accountants can shift from transactional work to building profi…
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Shannon is joined by Ricky Shockley, owner of Med Spa Magic Marketing and a digital marketing professional with over a decade of experience. Ricky shares valuable insights on the importance of using data-driven strategies over gut-based marketing, the challenges of local vs. national marketing, and the critical metrics every business owner should t…
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Maintaining high-quality financial records for business owners is critical, especially if you're interested in selling your business. Shannon explains why you should always be prepared for potential buyout offers, shares strategies for keeping your financials in order, and emphasizes the importance of transparency and accuracy in financial reportin…
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As you scale your business past the $3-5 million revenue mark, there are complexities that arise, including increased overhead, team expansion, and the temptation to offer more products or services. Shannon emphasizes the importance of simplicity in scaling, advising business owners to standardize their offerings and create streamlined processes. T…
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Beth Weinstein’s Links & Resources ▶Free Spiritual Business & Psychedelic Business Trainings: https://bethaweinstein.com/gifts ▶ Beth’s other Business Coaching Programs: https://bethaweinstein.com/services ▶ Beth’s Instagram: http://instagram.com/bethaweinstein ▶ Beth’s Facebook: https://www.facebook.com/bethw.nyc & https://www.facebook.com/BethWei…
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Shannon chats with Austin Boyd, the founder of Alive Print Shop. Austin shares his incredible journey from starting a custom t-shirt business in his parents' garage to growing it into a multi-million dollar enterprise over the past 17 years. They discuss the importance of humility, continuous learning, and seeking knowledge from those more experien…
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Shannon discusses the importance of understanding key financial metrics, such as offer profit and operating profit, and their impact on overall business health. She introduces her five-step 'Profitable Scaling Playbook' and shares practical tips for managing cash flow and optimizing customer value. Whether you're a small business owner or running a…
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Derek has coached global influencers, leading scientists, cutting edge entrepreneurs, billionaires, world record athletes, thought leaders, NYT bestselling authors, and high achievers around the world for more than 15 years Derek Loudermilk is a former pro cyclist and extreme microbiologist turned professional adventurer, author, and lifestyle entr…
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AI is here to stay. It will just get better and more polished as we move towards a more futuristic society. Accounting firms might as well know how to use it to their advantage. This is exactly what Fady Hawatmeh is doing through his company Clockwork, the first AI-powered Financial Planning and Analysis (FP&A). He joins Michelle Weinstein to share…
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Shannon addresses common misconceptions about financial management, emphasizing the importance of focusing on macro-level decisions rather than micro-level cost-cutting. Shannon advocates for prioritizing impactful activities that drive significant business growth and encourages entrepreneurs to delegate tasks to maintain a CEO mindset. Tune in to …
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Asset protection is invaluable, especially for business owners. Shannon is joined by Blake Harris, an expert attorney specializing in offshore trusts. Dive deep into the intricacies of asset protection trusts, understand the benefits of offshore trusts in places like the Cook Islands, and why this strategy is not just for the ultra-wealthy. Discove…
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The most expensive habit for business owners is distraction. Shannon explains how distraction not only wastes valuable time but also has a compounding negative effect on your business's growth. From shiny object syndrome to direct distractions like social media, learn how to identify and manage distractions, maintain focus on your core profit engin…
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Shannon discusses the multifaceted role of business owners as resource allocators. She introduces a quadrant framework that helps identify where businesses stand in terms of capital and information, offering actionable advice for each scenario—whether you're capital-constrained, data-constrained, or simply overwhelmed with resources. Tune in for pr…
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Dr. Jeff Firewalker Schmitt's exceptional career is defined by a confluence of science, innovation, and leadership. With over four decades of experience, he has cultivated a reputation as a trailblazer in the integration of technology and life sciences. His tenure at ilumivu/Cardiogram as Chief Data Scientist showcased his prowess in marrying techn…
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Firm owners are expected to wear many hats and look after numerous clients at the same time. But without the right processes and boundaries, you could experience client chaos and overwhelm. Michelle Weinstein shares how The Abundant Accountant can help you resolve this hurdle with one of her clients, Melissa Schroder of Melissa's Advisory Service, …
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Dive deep into the intersections of finance and marketing with guest Amber from AF Marketing. They explore the importance of data-driven decisions in marketing, understanding customer acquisition costs, and the lifetime value of customers. Shannon and Amber discuss the significance of consistent branding, effective use of referral programs, and the…
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Beth Weinstein’s Links & Resources ▶Free Spiritual Business & Psychedelic Business Trainings: https://bethaweinstein.com/gifts ▶ Beth’s other Business Coaching Programs: https://bethaweinstein.com/services ▶ Beth’s Instagram: http://instagram.com/bethaweinstein ▶ Beth’s Facebook: https://www.facebook.com/bethw.nyc & https://www.facebook.com/BethWei…
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Today, we will address a critical pain point for businesses hitting the $5 million revenue mark: knowing when to bring your finance function in-house. Shannon discusses the drawbacks of relying solely on outsourced bookkeepers and CPAs and delves into the benefits of hiring a fractional CFO. From understanding how to lead a finance team effectively…
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In this episode, Shannon dives into the transformative potential of profit sharing with expert guest Rob Gallagher. Rob, a successful business owner, shares his journey from the grueling early days of entrepreneurship to a thriving, profitable enterprise powered by a well-crafted profit sharing program. Learn the ten critical rules to structuring a…
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Ariella Daly is a writer, natural beekeeper, and dreamwork teacher with 25 years of experience in spiritual ecology, feminine rites, and animist practice, and 15 years as natural beekeeper. She is the founder of Honey Bee Wild, a sanctuary for women’s ancestral remembering through bees, dreams, and myth. Trained in oracular dreamwork and shamanic r…
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Join Shannon, as she introduces the newest team member, Erica Barrow, to 'Keep What You Earn Co'. With a unique background in forensic accounting and military experience, Erica brings a fresh perspective to boosting client success. Discover their collaborative approach to solving financial puzzles and empowering business owners to make smarter deci…
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There may be some strategies or processes that are causing more harm than good to your finances – and they could be out of plain sight. Michelle Weinstein breaks down the top five hidden money leaks that you should resolve as soon as possible. From reworking your engagement letters to letting go of toxic clients, she explains how to patch these fin…
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Ready to unlock a life of luxury travel without breaking the bank? In this episode, Shannon sits down with Eli Facenda, the "Eli Travel Guy," to reveal how business owners can experience bucket-list adventures, maximize credit card points, and design a business that funds your dream lifestyle. What You'll Hear: [2:00] The 3 big myths stopping entre…
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In this episode, Shannon sits down with Pam Jordan, an experienced CFO and founder of Pivot Business Group. Together, they demystify the role of a CFO, discuss the differences between CFOs, CPAs, and bookkeepers, and share actionable advice for business owners looking to scale and build enterprise value. What You'll Hear: [5:00] What is a fractiona…
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Alex Grey is an American visual artist, author, teacher, and Vajrayana practitioner known for creating spiritual and psychedelic artwork such as his 21-painting Sacred Mirrors series. He works in multiple forms including performance art, process art, installation art, sculpture, visionary art, and painting. He is also on the board of advisors for t…
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A shocking $50,000 mistake led to a major sales breakthrough for CPA Tim Wijtenburg, a turning point that redefined his approach to building a profitable accounting firm. This episode reveals how Tim, after seven years in corporate at a Fortune 150 company and over a decade in tax planning, initially relied on tech solutions and "sales menus" to gr…
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In this episode, Shannon breaks down the essential steps to building enterprise value in your business. Whether you're planning to scale, sell, or simply want to create a more resilient and valuable company, Shannon shares practical strategies and mindset shifts to help you get there. Tune in to focus on intentional budgeting and aligning expenses …
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Beth Weinstein’s Links & Resources ▶Free Spiritual Business & Psychedelic Business Trainings: https://bethaweinstein.com/gifts ▶ Beth’s other Business Coaching Programs: https://bethaweinstein.com/services ▶ Beth’s Instagram: http://instagram.com/bethaweinstein ▶ Beth’s Facebook: https://www.facebook.com/bethw.nyc & https://www.facebook.com/BethWei…
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In this episode we will dive into the final phase of the Profitable Scaling Playbook: building enterprise value. Shannon breaks down what enterprise value means and why it's crucial for scaling and ultimately selling your business. She emphasizes the importance of risk mitigation, the need for replicable and transferable operations, and how to avoi…
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Let's get into the concept of customer lifetime value (LTV) and its pivotal role in profitable scaling. Discover strategies to maximize customer spend, enhance retention, and improve cash flow by transitioning from reoccurring to recurring revenue models. Shannon shares actionable tips on upselling, improving customer experience, and leveraging cus…
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Today, Shannon discusses how entrepreneurs and business owners can maximize their customer value by understanding and managing two crucial metrics: Customer Acquisition Cost (CAC) and Lifetime Value (LTV). Shannon breaks down how to calculate these metrics accurately and highlights the importance of maintaining a healthy ratio between them. She pro…
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Charles Eisenstein is a teacher, public speaker, and author who examines the unspoken narratives that direct our society and our lives. His work covers a wide range of topics, including the history of human civilization, consciousness, economics, spirituality, interdependence, ecology, and how myth and story influence culture. His newest book, The …
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Let's get into the critical topic of cash flow management for business owners. Building on the previous discussion about cash flow basics, Shannon outlines practical strategies for 'unf*cking' your cash flow, pinpointing issues of timing and blind spots. Whether you're overspending on personal expenses or mismanaging payments for loans and leases, …
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In this episode Shannon takes a deep dive into the crucial distinction between profit and cash flow. Learn why cash flow is an essential tool for managing your money effectively and how to measure it accurately. Shannon breaks down how cash flow incorporates various elements beyond operational profit, including investments, debt financing, and asse…
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Do you understand the true importance of a solid budget? Shannon calls this your 'profit plan,' and explains how to categorize expenses into fulfillment costs, acquisition costs, and operating costs. She provides actionable strategies for ensuring your business remains profitable despite variable monthly profits. Learn how to analyze your profit an…
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Tired of pushy sales tactics? Discover how to master the art of selling high-value CFO advisory services without feeling sleazy as Michelle Weinstein takes the hot seat opposite Adam Lean, CEO of The CFO Project. We delve into strategies for financial professionals to communicate their value, overcome the fear of rejection, and build a thriving pra…
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This episode dives deep into understanding operating profit or net profit, a metric crucial for any entrepreneur or business owner. Learn how to measure and manage your operating profit effectively, why it's essential to look at it as a percentage of sales, and how to balance acquisition costs, operating expenses, and your overall budget for sustai…
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