In this episode of 'Diary of a Tax Practice Owner,' Shannon Weinstein shares her transformative journey from resisting her CPA father's advice to becoming a fractional CFO. Despite her initial love for Spanish, Shannon eventually discovered her passion for accounting, leading her through an impressive career with Big Four firms in Boston and financial services.

Transitioning from feeling undervalued in traditional roles, she started her accounting firm focusing on high-value, bespoke services for fitness professionals. The conversation touches on building a culture of exceptional service, blending personal touches with efficient processes inspired by 'Unreasonable Hospitality,' and reevaluating client management priorities.

Shannon emphasizes authenticity in leadership, sharing personal stories of her breakthrough moments and promoting her podcast 'Keep What You Earn' for entrepreneurs seeking advice on accounting, marketing, and business strategy.

Connect with Shannon -

https://www.instagram.com/shannonkweinstein

https://www.keepwhatyouearn.com/podcast

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 3 Months of Free TaxDome! - Use our exclusive Partner link to get your free trial started today, and when you fall in love with what TaxDome can do for you - you will get 2 free months of TaxDome added to annual subscription. https://www.workflowsfortaxpros.com/taxdome

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Ep.016 - Shannon Weinstein’s Shift from Big Four to becoming a Fractional CFO

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