From Passion to Profession: The CFO Journey

How does a Big Four accountant and part-time Zumba instructor transform into the President and CEO of her own fractional CFO services organization? In this episode, Shannon Weinstein takes us through her unique career journey—from balancing corporate accounting by day and teaching fitness classes by night to launching her own consulting firm. Shannon shares the pivotal moments that led her to realize the financial struggles many small business owners face and how she turned her passion for teaching into a thriving business, helping entrepreneurs master their finances.

In this episode, you will learn:

• The importance of separating personal and business finances early on
• 
  
• How cash flow management can make or break your business—even if you're profitable
• 
  
• Practical tips for overcoming financial fears and taking control of your business's future
• 
  
• Why building a solid financial foundation from the start is key to long-term success

Welcome to the Consulting Success podcast. I'm your host Michael Zipursky, and in this podcast, we're going to dive deep into the world of elite consultants where you're going to learn the strategies, tactics and mindset to grow a highly profitable and successful consulting business.

Before we dive into today's episode. Are you ready to grow and take your consulting business to the next level? Many of the clients that we work with started as podcast listeners just like you, and a consistent theme they have shared with us is that they wished they had reached out sooner about our Clarity Coaching Program rather than waiting for that perfect time. If you're interested in learning more about how we help consultants just like you, we're offering a free, no pressure growth session call. On this call, we're going to dive deep into your goals, challenges and situation and outline a plan that is tailor made just for you. We will also help you identify where you may be making costly and time consuming mistakes to ensure you're benefiting from the proven methods and strategies to grow your consulting business. 

So don't wait years to find clarity. If you're committed and serious about reaching a new level of success in your consulting business, go ahead and schedule your free growth session. Get in touch today. Just visit Consulting Success - Grow to book your free call today.

Shannon Weinstein, CPA and President/CEO of Keep What You Earn Co., is a fractional CFO dedicated to empowering small business owners by making financial concepts simple and relatable. Starting her career early, she managed a McDonald's at 16 and later spent 15 years in Big 4 and corporate finance. Through her top 1% podcast, Keep What You Earn, Shannon combines real-life examples with financial expertise to help entrepreneurs understand their numbers and use them to scale their businesses. She's also a much sought-after speaker and advocate for financial literacy.

Want to learn how we can help you grow your consulting business? Schedule your free Growth Session Call today!  www.consultingsuccess.com/grow

Connect with Shannon Weinstein

Discover more about Keep What You Earn

Mentioned in this episode:

Join an Elite Group of Consulting Founders in Montreal for Serious Growth

Imagine being in a room where every other 6 or 7-figure consulting founder is as serious about growth as you are. That’s the Consulting Success Mastermind in Montreal (Sept 18-20, 2025). This is your opportunity to build real relationships with top-performing consultants, share wins and challenges, and grow strategically together. As one past attendee said, it's "exactly what I’ve been needing." Ready for powerful connections & expert strategy? Explore the Montreal Mastermind: https://consultingsuccess.com/montreal

Get Expert Insights into Your Consulting Business: Claim Your FREE Growth Session Now!

Want to get personalized feedback and actionable insights on your consulting business from seasoned experts who've been in your shoes? The Consulting Success Clarity Coaching Program offers just that, and you can experience a taste of it with a FREE, no-obligation Growth Session. On this call, you'll explore how to optimize your business model, refine your messaging, and build a predictable stream of high-value clients. https://www.consultingsuccess.com/grow