Choosing a Tax Pro Thata

Shannon Weinstein is a CPA, coach and mentor for growth-minded small business owners. Her company, Fitnancial Solutions, offers fractional CFO and tax strategy services delivered from the heart of a teacher.

Top 3 Value Bombs:

1. Hire a pro who’ll teach you how to implement and execute this strategies. Have somebody to coach you through. Find someone to co-author the story of your money with you during the year, and not just publish the manuscript that you write.

2. Make sure that the tax professional is a good match for you. You have to invest in engaging with that person and making sure you’re part of the conversation and decision-making. No one will care for your business more than you do as an entrepreneur.

3. Tax strategy is about playing to win the game and build wealth.

Listen to Shannon’s Podcast - Keep What You Earn on Google Podcast

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