Breaking Down CFO On Demand

Breaking Down CFO On Demand

podcast start - data for decisions Apr 18, 2024

As entrepreneurs, we often find ourselves juggling multiple responsibilities in our business, and one area that frequently takes a backseat is managing the financial aspects. In episode EP541 of Keep What You Earn, Shannon Weinstein, a CPA and business owner, unveiled a groundbreaking solution to this common struggle - CFO on Demand. In this blog post, we'll delve deeper into the valuable insights shared by Shannon and explore how CFO on Demand is revolutionizing financial support for business owners at every level.

Shannon Weinstein kicked off the episode by addressing a prevalent problem faced by entrepreneurs: the inaccessibility of professional financial help, especially for businesses operating below the million-dollar revenue mark. Traditional CFO services often come with a hefty price tag, making them unattainable for many small and medium-sized businesses. This financial barrier further exacerbates the misconception that financial assistance is a luxury rather than an essential component of business growth.

Recognizing these challenges, Shannon introduced CFO on Demand as a membership-based solution designed to provide accessible and personalized financial support at an affordable cost. The program encompasses various features tailored to address the specific needs and concerns of business owners looking to scale their enterprises.

One of the key highlights of CFO on Demand is the direct access to Shannon herself. Members have the opportunity to seek personalized guidance by directly messaging Shannon with their financial inquiries. This one-on-one interaction ensures that business owners receive tailored advice and solutions, fostering a deeper understanding of their financial landscape.

Furthermore, Shannon emphasized the importance of creating a non-intimidating environment for business owners to seek financial guidance. She acknowledged the common reluctance and shame associated with openly discussing financial matters, especially in public forums. CFO on Demand addresses this challenge by facilitating private communication channels, allowing members to seek help without the fear of judgment or discomfort.

Additionally, the program features monthly group training sessions focused on pertinent financial themes such as goal setting, tax planning, and cash flow management. These sessions not only provide valuable insights but also serve as an opportunity for members to engage in live Q&A sessions, gaining actionable strategies for their businesses.

CFO on Demand offers two tiers of membership - a basic tier at $49 per month and a VIP tier at $99 per month, each catering to specific needs. The VIP tier grants members the privilege of a 20-minute one-on-one session with Shannon every month, providing an invaluable opportunity for a deep dive into their financial concerns.

Shannon also expressed her vision for CFO on Demand to evolve beyond a solo endeavor, with plans to incorporate additional fractional CFOs in the future. This expansion will further enrich the wealth of expertise available to members, solidifying CFO on Demand as a comprehensive resource for sustainable business growth.

In conclusion, Shannon Weinstein's CFO on Demand is a game-changing initiative poised to revolutionize the landscape of financial support for entrepreneurs. By prioritizing accessibility, personalized guidance, and a non-intimidating space for financial discussions, CFO on Demand is set to empower business owners with the knowledge and tools needed to thrive financially and strategically. To explore how CFO on Demand can transform your business journey, visit and take the first step towards unlocking the true potential of your business.

In the words of Shannon Weinstein, "This is a total no brainer. If you're trying to grow your business to a million and beyond and you're going to say no to a $50 a month thing that can help you do that, I think it's just a no brainer to give it a shot and to see what we can do for you and help me add value into your business." 

What you'll hear in this episode:

03:49 Overcoming shame in asking money-related questions.
08:09 One-on-one financial advice and coaching available.
09:34 Support for building businesses to million-dollar revenue.

If you like this episode, check out:

What to Track in Your Books

Taking Money Out of Your Business

How Publishing a Book Affects Your Taxes


Want to learn more so you can earn more?

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The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.