00;00;06;16 - 00;00;30;19

Unknown

Welcome to the Profit First for Real Estate Investing podcast. Every week we bring you top investors and experts sharing how they create clarity, cash flow and consistent profit. This episode is brought to you by simple CFO. Profit first. Profit always. Let's go. I would say being the CEO is probably the loneliest. But I would say the person who usually has to try to help that person is the second in command.

00;00;30;20 - 00;00;52;06

Unknown

So that's right up there for sure. Yeah. And that and I try not to call it like because people call it so many different things. It might be your ear, it might be your integrator, it might be your office manager. Whatever it is, whoever it is, that's like, you know, the next in command for your company. Like, that person usually doesn't have a ton of support because they're like supporting above them and below them.

00;00;52;06 - 00;01;18;18

Unknown

If you look at like a, you know, a chart kind of thing. So I yeah, I feel like there's a lot of room for maybe not as much loneliness because they're usually in everything, but definitely in support. Hey everyone, this is David Richter again on the Profit First I podcast have Shannon O'Neill on today, which I bumped into her like 6 or 7 times a year, I think, and all these different events that we go to.

00;01;18;21 - 00;01;36;24

Unknown

Shannon, thanks for being on the podcast today. Yeah, thanks for having me, David. Yeah, we will see you. It's great to see you too. And like, now I get to meet you outside of the event. So now we get to actually have a real conversation. Dig into what you do, which you are also in the fractional world, just like I run a fractional CFO company.

00;01;36;29 - 00;02;05;05

Unknown

You are a fractional CEO. Correct. So, chief operating officer for people. Yes. Yeah. We like go to companies. And, actually I work with a lot of your fractional CFOs, and we go in and we look at all the operations basically like how they're running, like systems and processes and all the people, and then we help them make it more efficient or scale whatever they're trying to accomplish.

00;02;05;07 - 00;02;25;12

Unknown

So is that been your path like at in your professional career? Like, did you always lean towards the operations and you like that better? And that's where you've just obviously gravitated towards. So I would say, I would say I've been like in project management and like an integrator, you know, like you when you hear people talk about like the visionary and the integrator.

00;02;25;14 - 00;02;41;07

Unknown

So like, I've been the integrator, I'm pretty sure since I was like 11 like my sister like is a lot is like 12 years older than me. And she used to help run weddings. And I would go and like be like, oh, we should do it this way. And maybe if it would be like this, like when I was as young as 11.

00;02;41;07 - 00;03;01;25

Unknown

So I've always been like kind of like one step behind the scenes, like trying to make everything work. I didn't know what it was called until, way into my adulthood. But yeah, I've done a little bit of everything from training to I actually used to do accounting and, I was a controller for a while. So I speak, CFO to.

00;03;01;28 - 00;03;26;12

Unknown

But, yeah. And then I kind of just like, ended up putting it to real estate. So I was going to say, what brought you to the real estate world, like, was there something that drew you into it, or was it just you found someone or like, what drew you to the real estate side of things? So I actually I grew up with, parents that had rentals and actually swore I would never be in real estate.

00;03;26;12 - 00;03;48;23

Unknown

When I was a kid because I saw, like, how it was difficult. Yeah, right. That it was difficult to turn like, turn like all the different properties when the tenants at the out, like, my bonus mom's, like, rental contract was like 20 pages long. It was crazy. So I like, where to go and help her, like, clean up the apartments in between and stuff like that.

00;03;48;23 - 00;04;08;18

Unknown

And I was like, this is a lot of work. And. But then, I actually got into, in a really strange way, like one of the mastermind meetings that I see you at, like, I actually, owned an event company, and, one of my friends was helping put on one of the masterminds and was like, hey, how do you do this?

00;04;08;18 - 00;04;28;14

Unknown

And so I went and helped and kind of fell in love with it in the room and met another investor there, and he asked me to come, like, run his company. So I did that. Okay. Very cool. And then you were with him for a while, correct? Yeah. Like five years. And we started. Yeah. All different kinds of companies.

00;04;28;14 - 00;04;55;23

Unknown

And we had a, property management company, and we also had a team of agents that did, real estate, like, kind of like a hybrid. So like, they could off, you know, either listing or, investment options and or as, as options, like, depending on the property. And then we also started a construction company during that time, and we also bought like commercial buildings and built out co-working spaces.

00;04;55;23 - 00;05;16;27

Unknown

So I learned a ton of different things. And then but I had no work life balance. So it's like working all the time. And what was working like 12 hour to 16 hour days every day, running like helping run all those companies. So, so yeah. So this gives me some balance. That's why I end up switching.

00;05;16;27 - 00;05;42;06

Unknown

Like, they are still running and I love that I helped them build all of that. And now I get to help other people. Yeah. That's awesome. And you saw so many different things in the real estate space. It seems like because go on a mile a minute and creating all those different companies away, you've seen, I'm just going to like list off things, flipping rentals, wholesale construction for, you know, property management, project management.

00;05;42;14 - 00;06;02;05

Unknown

You've you've obviously seen beginning to end processes too. So marketing sales the dispo the acquiring all that that because this was a pretty sizable team too. Right. You had multiple people working with you and. Oh yeah, I don't know. Yeah. Okay. Well, when I started, there were two people and we built it up to like 25 people and one side.

00;06;02;05 - 00;06;26;07

Unknown

And then we had lots of virtual assistants, for the different backgrounds. We did all different kinds of creative finance. So we had like pretty much any exit option you could do. And then Covid happened during that time. So we had all these construction workers that originally were just like our subcontractor. So we ended up building like the construction team and having our own construction company eventually.

00;06;26;07 - 00;06;45;05

Unknown

So yeah, I got to see a little bit of everything. And I also like I'm very like hands on. So like I would learn one position and then I would hire someone to fill it. And then I learn a position and we'll hire someone to fill it. So I've done every job from like texting and cold calling all the way up to, you know, running the company.

00;06;45;07 - 00;07;05;26

Unknown

Yeah. So that's giving you, like you said, lots of hands. I got your hands dirty in each seat. It sounds like an able to now understand all the seats that people sit in the real estate space going into that company. That's awesome. That's it's funny because that kind of mirrors my journey. I was in a real estate company where we were doing a lots of deals at the beginning, and I sat in a lot of those seats.

00;07;05;26 - 00;07;37;09

Unknown

So I give me a really good perspective, and that's why I think I speak to a lot of real estate investors and able to. And it sounds like you've gone on that same journey and you have sat in each seat, you've run the company, but you've also, like you said, cold calling and texting, like on the very front lines, just getting a deal in the door, which I believe just gives you such an edge as a CEO because I believe now you understand what those roles are and like, you know, if someone is BSing here or if someone is like truly a good fit for a seat.

00;07;37;17 - 00;07;57;26

Unknown

So I guess tell me about that. How is that helped you on that journey? Now that you're working with other real estate companies and more on a fractional or part time basis, how has that transferred over? And like you've seen that and you've been able to help a lot more dig into these companies? Oh yeah, 100%. Like because I know how long it should take to make a phone call.

00;07;57;26 - 00;08;32;04

Unknown

I know, like what talk time looks like I yeah, actually like during that whole process I trained sales team. So like I can help somebody that's training a sales team do it more efficiently. It's really it's actually, for me, I think the biggest benefit is being able to, like, take a step back because I'm not actually part of their day to day, like, even though I'm coming in and like, maybe, like inserting myself in their day to day for a while, but because I'm not part of, like, you know, employee politics and maybe possible drama, I'm not part of like any kind of like, power dynamic.

00;08;32;04 - 00;08;51;00

Unknown

Like I'm just like third party so I can come in and be like, hey guys, here's the truth of what I see is happening, and it makes it a lot, easier that I've done it myself too, so they can see it. And I still do flips. So I'm still seeing like what's going on in the markets. And, and I have an advantage because I have clients like all across the country.

00;08;51;00 - 00;09;16;02

Unknown

So I can be like, okay, well this is what might be coming because this is what's happening over in California. This is what's happening in New York like this, what's happening in Minnesota. So then you can like put all those pieces together. Yeah. You've got a much more objective view then subjective being in these companies because you it sounds like to you're not you're not as tied emotionally to what has gone on or what is going on.

00;09;16;02 - 00;09;32;04

Unknown

Now. You might of course, you care about your clients and you dig in with them, but it's more of, well, no, this is what I'm seeing, and I just have to tell you what it is in black and white, like you said, versus skirting all the politics or the power dynamics or things that have built up. It's like, well, why are you doing it this way?

00;09;32;06 - 00;09;53;15

Unknown

Well, I don't know. We've always done it that way. You know, I this doesn't work. So we got to do something different here. So and I like that a lot. And especially your experience coming into this realm, you have such a great background in it. And then being able to go through that company and see from two employees to 25 plus virtual assistants, it's like you've seen also scale happen.

00;09;53;17 - 00;10;09;07

Unknown

And so you're really helping people. Where would you say that you help or do you help people that are at the two employee, you know, like they only have a couple people? Or do you like working with the people that have 25 and you're helping them get to the next level? Like, do you have a sweet spot of working with people?

00;10;09;09 - 00;10;30;27

Unknown

So I have clients that have both, like I have like one man bands, and then I have ones that have been, you know, in business for ten plus years and they just are trying to get to the next level. So really anybody I think my ideal client is like somebody that's ready for a change, willing and open to feedback and that knows where they want to go.

00;10;31;02 - 00;10;49;20

Unknown

But also like it's always good to know where you are too. So like, they're they're willing to like put in the work to figure out exactly where they are, where they want to go. And then I can help them figure out how to get there. Awesome. What about someone? So. But this would not work, right? For someone who's just new in the space, they need to be doing deals, right?

00;10;49;20 - 00;11;12;00

Unknown

And they need to have some sort of operation up and running. Yeah. So we do like we have another side of our company that hires like acquisition reps and like gets people started, like whenever they're trying to move from like a one person to up. Yeah. And so that side is probably better for someone that's a little bit newer, that's done a couple deals.

00;11;12;02 - 00;11;33;08

Unknown

Yeah. The operations like fractional operations side. Now, I do have, I have had and do have a client that like, wants to hire an ops person to like, help them run their company that they've started. And so that person is okay, too. But normally, like, you aren't really ready for like an operations manager or a definitely not a CFO when you're just starting out.

00;11;33;08 - 00;11;52;23

Unknown

Like you probably, have undervalued the need of like an admin or someone anyway. So sometimes, like when I have like consultations with people, we kind of do like an audit to begin with to see if they even need my services, or we have a team full of people. So like if they if they don't fit with me, they might fit with someone else on my team.

00;11;52;26 - 00;12;21;22

Unknown

Yeah. That maybe can help them get to the next level for them. Yeah. And I love that setup, obviously. I mean, I have a for actual CFO team. So it's like if one doesn't fit, you've got someone else there to be able to help. So of course I love that model. And I love also when we work with the people in that model because it is like, okay, if this doesn't work out, I don't have to spend the time to go out and find a new person and do that whole hiring process and go out there, it's like, okay, put another person from the bench on the team now or let me go.

00;12;21;23 - 00;12;45;26

Unknown

It sounds like you have the talent acquisition side to where, hey, let me go find this person for you, which is a huge burden off of especially even you said someone who's a solo preneur who's out there and might need that first hire. Sounds like you can help them either way. Yeah, we have acquisitions reps.com and like the reason we ended up starting that was because so many of our clients needed help with the hiring side.

00;12;45;26 - 00;13;13;29

Unknown

So we had partnered with some great like hiring partners. And then we're just like, okay, we got to build this out because this is like a big piece of what people are looking for and what they mean. And so Matt focuses on that. Yeah. Matt, your CEO, see the. Yeah. You're not that vibrant. Yeah. He has he is the one who started let's grow cool and and he has acquisition reps.com and he like call me one day I was like hey I have too many SEO clients.

00;13;14;01 - 00;13;32;20

Unknown

Do you, do you know anybody that would like to help run this? And I was like, wait, that would be me. That's awesome. I'm his CMO. To hear his SEO. Okay, I have to ask, in this, you can decline to answer. But what drove you to there was. Was it Matt? Did you like him? Did you like the concept?

00;13;32;20 - 00;13;55;17

Unknown

Like, you know, because it's you're in the SEO integrator visionary world. It's like the core values and everything. Like what drove you and what's. Yeah, what's keeping you there too? So Matt and I definitely have similar core values and we also work really well together. So he is he is like half visionary, half integrator. Like he is kind of like, like that doesn't happen a lot.

00;13;55;17 - 00;14;16;16

Unknown

But he definitely has more of a visionary tendency. And so then I kind of balance that part out. And like when we work with a client, we just kind of go back and forth. So it's really fun. We had done some coaching for another, company together, like, when we were both integrators for other people. We had been in the coaching program and ended up coaching for them.

00;14;16;16 - 00;14;55;22

Unknown

And so that's how we kind of knew each other from the past. So and then what appeals to me about the fractional part is just that, like, I love helping other people, like, succeed. And so with this, I get to do it with multiple people at the same time. And, and honestly, I think really most, operations managers and most CEOs are really fractional because they're usually wearing like 5 or 6 different hats, you know, like, yeah, like even when I was helping run all five of those companies, like I was a fractional CEO because only a fraction of my time got spent on actual operations management or even, you know, like helping the visionary

00;14;55;22 - 00;15;24;08

Unknown

go to the next level, because I was so busy running the companies on in different departments that, like, I put a marketing hat on, I put, you know, sales hat on, I put whatever kind of hat on. And so I really feel like, that a fractional CEO and a fractional CFO can really make a big impact because they're focused just on that one thing, and they're not distracted by other things or trying to do that crazy multitask thing that there's such good insight.

00;15;24;08 - 00;15;47;08

Unknown

And especially if you're listening to this, you're probably a fractional everything in your business. You're a fractional CEO, you're the fractional CEO, you're the fractional bookkeeper, you're the fractional admin, you're a fractional acquisition specialist. Like fractional just means you put a portion of your time and your focus on it, where if you hire Shan and she gets to put her whole focus on this one area, the CEO, the operations.

00;15;47;08 - 00;16;05;05

Unknown

And if you hire a CFO, obviously it's a financial and and making sure. So I really like what you said there. Obviously like we're in the same ballpark here. So I'm like we get to focus on that one thing. While if you're out there like a chicken with your head cut off, you're doing a fractional job on like 17 different jobs.

00;16;05;07 - 00;16;22;00

Unknown

And that's where we want to give you that focus of where Shannon helps, especially on the operations side, because on the operations, like, you're helping to either fill those seats or you're helping to be like, okay, here's what your next steps are on the operations of the business, which I really like what you're doing and how you're able to read.

00;16;22;06 - 00;16;47;16

Unknown

Did you have something you want to add in there? No, I was going to say, yeah, exactly what you said. Like, I think that I see that so much like where a CEO is like just wants to be focused on working on the business, and the majority of them are still employees for their company. Like, then, you know, they're doing either one role or multiple roles, or they're taking like they're like usually stressed out because they have too many things to do and not enough time.

00;16;47;16 - 00;17;09;00

Unknown

And they're not even doing a fractional part of what they should be. Right. That that word keeps popping up here. It's like it's for their mantra or something or like tagged on to what our title is. But that's I really like that concept and where you're coming from and how we help the owners and how you help the owners on that operations side, I, you know, they read the E-myth right?

00;17;09;00 - 00;17;26;28

Unknown

And then they hear like, oh, I need to work on the business. But then they never really work themselves out of it. What would you say when you come in is one of the most impactful things that helps them to start thinking more about the overarching like on the business, versus just putting their nose to the grindstone every day.

00;17;27;00 - 00;17;45;12

Unknown

One of the first things we do is like a time study where we look and see like what they're actually spending their day on, like most people don't even realize, like how much time they're giving to different things. And so that's, that's probably the, the first thing that I see is like that they think they're spending their whole day like doing XYZ.

00;17;45;14 - 00;18;05;26

Unknown

And then when they look at it, they're like, what am I doing all day? Yeah, that's easy. Let's jump in there. Why do we jump in there before you keep going? Because I've had someone do that to me. I say do that to me. Where? Because it's awful to me. I was. It can be because I literally wrote that I did it for two different at two different times for two reasons.

00;18;05;26 - 00;18;30;06

Unknown

One was for business and I'm like, oh my gosh, like just going through my whole day, what am I actually doing? And it included, like, did I go on Facebook and just start scrolling? You know, it's like he made me write down every single thing like and like 15 minute time blocks and for like two weeks. And then I came back and had to show him and like, oh my gosh, like, if I did this all the time, I would never waste any time because I'm showing someone.

00;18;30;12 - 00;18;57;00

Unknown

But second, I did it for like a spiritual reason to like, what was I doing outside of work? And like all the things that I was filling up and seeing what was really the clutter. And I will oh my gosh, Shannon, that is that is so eye opening. So I just want to like put this as, we need to put this as like a piece of the podcast here where if you are wondering why you're so burnt out and what's going on, well, just track your time.

00;18;57;00 - 00;19;15;13

Unknown

It's crazy. Right, Shannon? If they track their money, they usually end up knowing where it's going. You know, like, we see that a lot. If they track, you know, if you're doing a fitness program, right. If you have the My Fitness Pal I hate that freaking app. But it's like if you put in every single thing that you eat throughout the day, it's crazy how you do better.

00;19;15;18 - 00;19;33;19

Unknown

Like and you are now even accountable to yourself. So if you track your time like Shannon say, like where is all the time being spent? You will do better with your time. And that's the most precious resource we have. I, I usually don't like talking this much on my own podcast. I'm sorry Shannon, but this was so good.

00;19;33;19 - 00;19;51;02

Unknown

That was such a good tip and I had such a personal experience with that where I'm like, oh my gosh, this was crazy. So I love that you said that was the number one. Did you have anything else to add? Because I cut you off? Oh no. You're fine. That's, it is sometimes painful because, like, it's kind of like holding up a mirror to.

00;19;51;02 - 00;20;18;08

Unknown

And, like, you know, that's usually when you have, like, the best discoveries, but also it's sometimes painful. So I, it's usually like the thing that is hardest to get people to do consistently because they're like they realize while they're doing it that maybe they aren't spending their time the best way. But oh yeah, yeah, yeah, exactly. Or like and I started like like, you know, there's like an answer forever, but also like, if they don't want to write it down, then they can record it.

00;20;18;08 - 00;20;35;29

Unknown

They can like, make a fee and like have it transcribed and whatever. So, but yeah, it's usually pretty eye opening. And then the other thing is that I normally offer like permission, like that's what they, I feel like most of them say later is that like, oh, you gave me permission to actually focus on making my business better.

00;20;36;01 - 00;20;55;10

Unknown

And so like, just like that, like most of them know, like we all pretty much know like here, I need to do this step, then I need to work on this and then I, but the problem is like actually like making the time to focus on it. And so that's part of the commitment they make with me. It's like okay, we're going to commit time to actually work on the business okay.

00;20;55;16 - 00;21;12;13

Unknown

So the two big things number one is tracking your time. And that's a huge tip. Like if you want to hire Shannon and work with her, that's going to be one of the first things you're going to have you do anyway. So you might as well get a head start. In such a good exercise. You would come in prepared.

00;21;12;16 - 00;21;25;18

Unknown

Honestly though, it will be a mirror, so just be prepared for that. But same thing with your money. Like when we go in there and look at your dollar bills, it's like that's just a mirror to. And it's like, it's fine. We know things are screwed up. That's why you're coming to us. So like, don't be, don't feel ashamed.

00;21;25;18 - 00;21;48;05

Unknown

Like we're here to help. So I love that you're doing that with time because it's like the money in the time. Right. That's all that entrepreneurs are usually worried about. So that's number one. And then number two getting is it like kind of high school. They're like yeah. That's literally the thing that most people talk about right. Is like their their whole goal in having this business is either money freedom or time freedom or both and usually both.

00;21;48;06 - 00;22;11;09

Unknown

Yeah. So like yeah money into well and Shannon gave you a clue earlier that we're working with some of the same clients. So like people hire fractional CEOs and CFOs because they want more time and money. So can you see the big clue here? Like Shannon will help you buy back your time, will help you have the money to be able to buy back your time.

00;22;11;09 - 00;22;27;14

Unknown

So it's like, where is that money and where is it going? And then Shannon's going to whip you into shape to make sure, like where where do we want to spend this money? What will give us the biggest increase or the biggest return? Or how do I not do this stuff? Because you said number two is permission, like permission to either fulfill things.

00;22;27;15 - 00;22;44;12

Unknown

I'm sure there's permission on every level, permission to work on the business. Yes. But then permission to should I hire this person? Like, well, what are the numbers saying? Like, who should we hire and how should we hire them? And like, what are we looking for? And is there that personality or disc or is there, you know, like predictive index or culture index?

00;22;44;12 - 00;22;59;26

Unknown

You know, like going through all the things to make sure you're putting the right but in the right seat. So I love that number one, track your time. That's something you could do on your own from this podcast. And you could just say, what the heck am I spending all my time on number two? I just did it on my notes app.

00;22;59;26 - 00;23;22;17

Unknown

So, Shannon, say you record it, you do anything. I literally just have my notes app up the entire day and would just put like a one liner of what I just did in a 15 minute time block. So that was number one. Number two is permission. You know, like that's what really makes a difference too. I see that too on the financial side, you know, like to for the permission for money and being able to think a different way and being able to work on it.

00;23;22;17 - 00;23;38;07

Unknown

So I love those two. Those were two great tips. One very, very tangible of like they could start. And then the second one is like, if you need someone like Shannon, how do they get Ahold of you? Because like, I know we have still a few more minutes, but like, what's a good if? They're like, I need this in my life.

00;23;38;13 - 00;24;09;29

Unknown

What's the website? Yeah, they can go to let's go to Qualcomm. But even if they don't hire me like just have I'm sure you have somebody in your company that is like second in command. So like try to invest a little more time or effort into working with that person too, because they can help you to to you ever train people that are in the SEO spot and like is that something that could potentially come in and hire you for us to help someone that's like in a SEO position?

00;24;10;02 - 00;24;31;14

Unknown

Yeah, we actually have like a second in command, like a class that we like. I wouldn't even call it class. I would say they probably call it like, therapy, but it's, it's more like we work everything from, like, how to write a process to how to, manage conflict resolution, to how to have confidence in what you're doing.

00;24;31;16 - 00;24;54;01

Unknown

How to manage other employees. We talk a little bit about, like, leadership skills and then a lot about what it's like to work for a personality of a visionary. Awesome. That sounds incredibly valuable because I think as lonely as entrepreneurship is, Shannon, would you say that being the close to an a visionary is sometimes a very lonely road?

00;24;54;01 - 00;25;14;02

Unknown

And sometimes a misunderstood road as well too? Yeah, I would say. I would say being the CEO is probably the loneliest. But I would say the person who usually has to try to help that person is the second in command. So that's right up there for sure. Yeah. And that and I try not to call it like because people call it so many different things.

00;25;14;02 - 00;25;32;18

Unknown

It might be your EAA, it might be your integrator, might be your ops manager. Whatever it is, whoever it is, that's like, you know, the next thing command for your company, like that person usually doesn't have a ton of support because they're like supporting above them and below them. If you look at like a, you know, a chart kind of thing.

00;25;32;18 - 00;26;01;16

Unknown

So I yeah, I feel like there's a lot of room for maybe not as much loneliness because they're usually in everything, but definitely in, support in the support aspect, because I love what you just said. They're, they're, they're shouldering what's above that, like the CEO and their vision and sometimes the emotional outbursts or the capacity or like the lack of talking or communication because they've shut down, you know, it's like we're humans, right?

00;26;01;16 - 00;26;20;05

Unknown

And especially if it's the visionary and they have that tendency to wear the emotions on their sleeve more. It's like you're you're bearing that burden, but then you're also making sure that you're kind of the shield between that, you know, the CEO and then the rest of the people. And so then you're bearing that burden, and then you're helping them with their issues as well and grow them and invest.

00;26;20;05 - 00;26;45;05

Unknown

So I like what you said. It's more about the support than necessarily than necessarily the aloneness. So say I really like how you said that. So I also if you're wondering, go to Let's Grow SEO. I'm going to put that up here again. Let's go Qualcomm. If you're looking to hire Shannon or get someone like this in your life, and even if you're just like, can they always reach out to you to see if it would be a good fit?

00;26;45;05 - 00;27;01;02

Unknown

Would that be a good first step too? Because if they're not sure, like I, I'm not sure if I need, you know, when do I need this? Because they've heard different things on here. I'm sure you've got some type of call process. Correct. Yeah. We have like we can do we also like I said before too, you can do like an audit and kind of an audit.

00;27;01;02 - 00;27;19;25

Unknown

Yeah. And even need our services. Or if there's a better solution for you to like my we're really solution focused. So like if we're not the best solution I'm not going to be like can be my client. Like I don't really want people that are going to be able to impact and then or that someone on my team can work with and help make a big impact.

00;27;19;25 - 00;27;38;23

Unknown

So, oh yeah, there's some people that have got on those calls and you know, like, oh, I'm not sure if I want to move forward. I'm like, I'm not sure I'm calling you back. Like I don't I'm not sure this is a great fit for either of us. So, yeah, it is. It does go both ways. So I mean, Shannon is going to protect her time and work with the best and want to make sure that you.

00;27;38;29 - 00;27;56;17

Unknown

And that's all that the process is, like, hey, are you ready? If you are ready, we can talk about that. But if you're not, Jan's also going to take care of you and make sure you get to the best place or what is your next step because it's very similar here. So that's where I love that process. It seems like you really care about that person on the other end.

00;27;56;17 - 00;28;12;11

Unknown

What's the solution for you? If we're not it, I'll get you to the right one. If we are it, here's our options, and here's what I would suggest that just depending on where you are on your journey, because every entrepreneur is at the different stages in the different growth phases. And if whether you have 25 people, Shannon can help you.

00;28;12;11 - 00;28;35;20

Unknown

If you have two people you know, Shannon can help you as well too. So this is where Shannon comes into play. Let me put that up one more time. Let's let's grow co.com. So make sure to reach out there. Shannon any last Amy at [email protected]. Wow. She gave her email out here I don't have that one open at Shannon at let's see.

00;28;35;21 - 00;28;54;03

Unknown

Oh no that's totally fine. That's up to you if you want to give it out. So Shannon at Let's Grow SEO, okay. That's pretty simple there. That's her name right on the screen. If you're on YouTube, if you're not as a non, just because it's the typical spelling, but you know, it's 2025, why would anybody ever know.

00;28;54;08 - 00;29;11;06

Unknown

So Shannon at Let's Go SEO, if you wanted to reach her directly and have that conversation because sometimes I like that process versus just like going through a funnel or going through the calendar link or whatnot. If you want to reach out to Shannon directly, which is great. Shannon, any last minute advice here before we shut it down?

00;29;11;09 - 00;29;34;24

Unknown

No, I just I think, right after we focus on the time setting, we always go into money and making sure that you're, you know, tracking it. So I think those are the things like pay attention to your time and your money. Awesome. Well, I 100% agree with that. So to end it, I'll say if you need help on the money side, that's where you can go to simple cfo.com.

00;29;34;26 - 00;29;53;00

Unknown

I think I even have my own banner. Look at that simple CFO that's only here. So if you go to simple cfo.com, we help on the money side. So I do love this. If you need both of these this is where you buy back your you know your time. But if you don't know where your money is or where it's going, that's where we can help you at simple cfo.com.

00;29;53;06 - 00;30;19;15

Unknown

And then Shannon's going to help you get your time back, but then also get sanity. I would say sanity is probably a big word that Shannon deals with a lot, whether it's internally or talking with people, but she helps you get that sanity back. And one of the biggest things too, like that's helped a lot of our clients, is like working with the profit first model and like actually being able to pay themselves, like a lot of them haven't paid themselves in years and like getting that, like they're also getting back their money.

00;30;19;15 - 00;30;38;27

Unknown

So they're getting back money and time, right? I love that it's and especially since we teach the profit, I mean, it's literally the profit first story I podcast. So this is where you need that type of system. Go to simple cfo.com. Because then we'll work in tandem with Shannon and make sure you know where your money's going, so she can point you in the right direction and really be able to capitalize it.

00;30;39;03 - 00;30;54;15

Unknown

Like she said. The second thing that she helps with is that permission. Sometimes you just need someone there to be a support for you, the owner, and be able to get the permission. Like, yes, you're on the right track or hey, have you thought about this? Or there's another way of looking at this. So that's where Shannon comes into play.

00;30;54;15 - 00;31;12;07

Unknown

Shannon, thanks so much for being on. And then I also want to say here right at the end, the time tracking time tracker. That was such a huge golden nugget. So also, if you're wondering what you could take from this podcast, track your time. You'll be surprised if you need someone to force you to do it. We just to Shannon.

00;31;12;11 - 00;31;31;26

Unknown

So there you go. Let's go Qualcomm or simple cfo.com depending on what you need. Shannon thanks for being on. Thanks, David. Thanks for having me. That's it for today's show. Be sure to subscribe, review and share this episode. If you're serious about financial systems and keeping more of your profit. Visit simple cfo.com to take your free discovery call today.