Episode description

Welcome to episode 214 of Love, your Money! In this episode, I’m joined by Shannon Weinstein to discuss how you can turn your business finances from pain to gain.

Shannon is a fractional CFO and CPA who believes small business owners deserve more than a once-a-year conversation with an overwhelmed accountant. Through her company Fitnancial Solutions, Shannon provides strategic coaching services, masterminds, and education for business owners who want more perspective and less paperwork when it comes to their finances

Today, we’re talking about how to stop dreading April 15. You’ll learn how to use the tax system to your advantage, how to handle deductions, and why effective tax management can be easier than you think.

Here’s what you’ll find out in this week’s episode of Love, your Money:

• Giving your money purpose
• The influence of great teachers
• Bookkeepers vs. tax preparers
• Can you avoid being audited?
• Determining your business entity type
• How to set yourself up for tax success
• Working with the right type of tax professional
• How to master tax deductions 
• Instagram tax advice 
• What is a fractional CFO? 

Show Notes

To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/shannon-weinstein

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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.