Most accountants are focused on keeping you out of trouble.
We help you
Keep What You Earn.
Let’s go beyond the books so you can scale AND pay yourself more.
FEATURED IN
Are You…
Ready to hire a team but not sure what you can afford?
Stressing about making payroll and inconsistent cash flow?
Working harder than ever, but not paying yourself enough...?
It's time to talk to a Fractional CFO
The Keep What You Earn team provides
CFO services for businesses in any stage
We help you maximize profits, maintain healthy cash flow, minimize taxes, scale your business and Keep More of What You Earn.
Explore Services
Explore options for all stages of business
Whether you're just starting out or looking to scale your established business, KWYE is here to help you start, strengthen, secure, and scale your business with ease. Learn more about each service offering below.
Full CFO Services
This service provides full financial oversight, from accounting and bookkeeping to analysis and projections. We meet 2-3 times monthly to manage cash flow and support strategic planning. Ideal for businesses with $5MM+ revenue/
CFO Power Sessions
This one-time CFO project with Shannon delivers key financial insights—pricing analysis, budget, forecast, health assessment, or tax strategy. Your deliverables will be reviewed during a 90-min meeting to ensure all deliverables have ongoing utility for your business.
What clients are saying…
A fractional CFO can help you …
Maximize profits
Never run out of cash
Grow your team
Minimize taxes
Build a machine that pays you
Fractional CFO Services Include
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Profitability is one thing, but you can be profitable and still be out of cash. We help you project weekly and monthly cash flow forecasts so you never run out of money. Wondering when to hire someone and how much you can afford to pay them? Curious about taking on a new line of credit? This is where we find those answers.
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While we don't have a crystal ball, we do love a good spreadsheet. We can create projections for a specific initiative, project or customer so you can make sure you are pricing profitably and know what opportunities are a hell yes and hell no.
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Got a burning question on inventory management, cost reduction, pricing models or employee compensation plans? Using your data and metrics, we can do a deep dive into a specific area to help you make informed decisions in real time. We also have access to industry reporting and statistics to benchmark your data against others in your industry.
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Tax Preparation - This is what you probably associate with a typical CPA firm. We will ensure your business income tax filing is completed timely so you don't get hassled about those K-1s over the summer. We also handle sales tax filings for one state, or can recommend a trusted solution for businesses with larger reach. We will take care of your 1099 reports if we are the ones managing the bookkeeping year-round. We can also assist with your personal returns if needed for a small fee.
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Together we define your personal and business goals (financial and non-financial) and how to integrate them into your business operations. We help you define the key performance indicators (KPIs) to track and how to hold your team (and yourself) accountable to making them happen.
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What good is great bookkeeping if the P&L is full of "Uncategorized Expenses?" We align the categories and accounts to your preferences so you can turn the data into decisions quickly. Need all customer acquisition costs grouped together to measure ROI and pay commissions? Need to see income and costs broken out by business line? No problem. We also have some pretty cool CFO dashboards to help you get on-demand insights.
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To make sound business decisions, you need reliable data. Our team will allocate your transactions and format your financial reports in the most effective way for you to consume data timely. We will update your books weekly and reconcile to your bank and credit card statements monthly. Note that we do not perform Accounts Receivable, Accounts Payable or Payroll services. We believe these vendor, customer and employee relationships should be managed by the company directly.
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We meet twice per month for 30 minutes and once per quarter for an hour. Check-in calls are a time to keep us updated on current priorities and challenges so we can identify where to help. Quarterly planning calls include a review of key financial data against KPIs and goals. In between calls, we are available in your own slack channel with your team and ours so nothing gets missed.
About
Meet Shannon &
Keep What You Earn
President and Founder of Keep What You Earn Co., Shannon is a teacher at heart with the superpower of using analogies and real-life experiences to help you master your numbers and grow your business.
As a podcast host with a top 1% global ranking, Shannon extends her expertise to a global audience, making complex financial concepts accessible and engaging.
Our team has over 40 years of collective experience in helping business owners succeed and a passion for making lasting impact.
Ready to keep what you earn?