Shannon Weinstein, CPA
President at Keep What You Earn Co.- Claim this Profile
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English Native or bilingual proficiency
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Spanish Full professional proficiency
Topline Score
Bio
Will Hill
I enjoy working with intelligent people who make things real and applicable - and that is what you get with Shannon! The great balance of reality with numbers and ideas is something you can rely on. She is deeply knowledgeable in her space, and a great communicator. Do it - work with Shannon!
Rasheda Weaver, PhD
I met Shannon through one of the National Association for Women Business Owner’s Empower Hour sessions. I was inspired by the topic of her
Melissa Vela-Williamson, M.A., APR, CDP
Shannon is one of my favorite financial literacy podcast hosts to listen to. She breaks challenging topics down to a digestible level, which is vital when we talk about something as personal as managing money. I appreciate her humor, candor and encouragement as a podcast host. I was fortunate enough to be interviewed by her and was even more impressed after our conversation. I'd recommend her as a fractional CFO, CPA or even business coach any day!
Will Hill
I enjoy working with intelligent people who make things real and applicable - and that is what you get with Shannon! The great balance of reality with numbers and ideas is something you can rely on. She is deeply knowledgeable in her space, and a great communicator. Do it - work with Shannon!
Rasheda Weaver, PhD
I met Shannon through one of the National Association for Women Business Owner’s Empower Hour sessions. I was inspired by the topic of her
Melissa Vela-Williamson, M.A., APR, CDP
Shannon is one of my favorite financial literacy podcast hosts to listen to. She breaks challenging topics down to a digestible level, which is vital when we talk about something as personal as managing money. I appreciate her humor, candor and encouragement as a podcast host. I was fortunate enough to be interviewed by her and was even more impressed after our conversation. I'd recommend her as a fractional CFO, CPA or even business coach any day!
Will Hill
I enjoy working with intelligent people who make things real and applicable - and that is what you get with Shannon! The great balance of reality with numbers and ideas is something you can rely on. She is deeply knowledgeable in her space, and a great communicator. Do it - work with Shannon!
Rasheda Weaver, PhD
I met Shannon through one of the National Association for Women Business Owner’s Empower Hour sessions. I was inspired by the topic of her
Melissa Vela-Williamson, M.A., APR, CDP
Shannon is one of my favorite financial literacy podcast hosts to listen to. She breaks challenging topics down to a digestible level, which is vital when we talk about something as personal as managing money. I appreciate her humor, candor and encouragement as a podcast host. I was fortunate enough to be interviewed by her and was even more impressed after our conversation. I'd recommend her as a fractional CFO, CPA or even business coach any day!
Will Hill
I enjoy working with intelligent people who make things real and applicable - and that is what you get with Shannon! The great balance of reality with numbers and ideas is something you can rely on. She is deeply knowledgeable in her space, and a great communicator. Do it - work with Shannon!
Rasheda Weaver, PhD
I met Shannon through one of the National Association for Women Business Owner’s Empower Hour sessions. I was inspired by the topic of her
Melissa Vela-Williamson, M.A., APR, CDP
Shannon is one of my favorite financial literacy podcast hosts to listen to. She breaks challenging topics down to a digestible level, which is vital when we talk about something as personal as managing money. I appreciate her humor, candor and encouragement as a podcast host. I was fortunate enough to be interviewed by her and was even more impressed after our conversation. I'd recommend her as a fractional CFO, CPA or even business coach any day!
Credentials
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Certified Financial Education Instructor
National Financial Educators CouncilAug, 2020- Nov, 2024 -
Certified Public Accountant
Massachusetts Society of CPAs, Inc. -
Certified Public Accountant
Connecticut Society of CPAs
Experience
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Keep What You Earn Co.
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United States
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Accounting
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1 - 100 Employee
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President
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Mar 2019 - Present
If business finances are like eating your vegetables, then KWYE Co is the ranch dressing to make the process a little more enjoyable. We provide fractional CFO services, resident CFO services for masterminds and education for business owners looking to grow. If business finances are like eating your vegetables, then KWYE Co is the ranch dressing to make the process a little more enjoyable. We provide fractional CFO services, resident CFO services for masterminds and education for business owners looking to grow.
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United Technologies
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United States
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Aviation and Aerospace Component Manufacturing
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700 & Above Employee
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Senior Manager, Compliance
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Oct 2017 - Jan 2022
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XCM Solutions, LLC
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United States
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IT Services and IT Consulting
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1 - 100 Employee
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Director of Professional Services / Director of Technical Sales
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Jun 2015 - Oct 2017
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Manager, Financial Accounting Advisory Services
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Apr 2012 - Apr 2015
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Senior Auditor
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Sep 2008 - Apr 2012
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Education
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2004 - 2008
Elon University - Martha and Spencer Love School of Business
Bachelor of Science, Accounting
Community
