Not Being An 'Order Taker' and Ditching $250/$300 Clients w/ Shannon Weinstein
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals · David Cristello
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Show Notes
In this episode of the Grow Your Firm Podcast, host David Cristello welcomes Shannon Weinstein, the CFO for small businesses transitioning from seven to eight figures and President of Keep What You Earn.
Shannon shares her unique approach to hiring, emphasizing the importance of crafting compelling job descriptions that sell the company to prospective candidates. With over 120 applicants for her last two job openings, she highlights the need to view recruitment from a sales perspective.
Throughout the conversation, Shannon discusses her firm's philosophy on time tracking, stating they do not track time and explaining how this principle has shaped their operations.
Additionally, she reveals her efficient work schedule, averaging 25 to 35 hours per week, and offers insights into building a successful CFO practice. Tune in for valuable tips on hiring, firm management, and achieving work-life balance.