IAM1749 – Founder Provides Simple Accounting and Financial Insights

Podcast Interview with Spencer Sheinin

Why it was selected for “CBNation Architects”:
In episode IAM1060 of the CEO Chat podcast, host Gresham Harkless interviews Spencer Sheinin, a 20-year Certified Public Accountant and entrepreneur who owns businesses in manufacturing, construction, cold storage, real estate, and financial services. Spencer is also the best-selling author of “Entreprenumbers: The Surprisingly Simple Path to Financial Clarity”.
In the interview, Spencer shares his insights on accounting and financial management for businesses. He discusses the importance of understanding financial statements and how to use them to make informed business decisions. Spencer also talks about how he founded Shift Financial Insights, a company that provides simple accounting and financial insights for businesses on the rise.
Additionally, Spencer provides advice for entrepreneurs and business owners on how to better understand their numbers and make financial management less intimidating.
Overall, the episode provides valuable insights into accounting and financial management for businesses, and how to make the process simpler and more approachable.
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Spencer Sheinin Teaser 00:00

It took me a long time to go through the pain. So, even in the places where you're unhappy or not enjoying what you're doing, Or I did, I should say when I wasn't enjoying it, It's okay, what am I learning from this? How can then I apply it in a different way where I'm not gonna hate it?

Intro 00:15

Are you ready to hear business stories and learn effective ways to build relationships, generate sales, and level up your business from awesome CEOs, entrepreneurs, and founders? Without listening to a long, long, long interview?

If so, you've come to the right place. Gresh values your time and is ready to share with you the valuable info you're in search of.

This is the I AM CEO podcast.

Gresham Harkless 00:42

Hello, hello, hello. This is Gresh from the I AM CEO podcast and I appreciate you listening to this episode. If you've been listening this year, you know that we hit 1600 episodes at the beginning of this year. We're doing something a little bit different, where we're repurposing our favorite episodes around certain categories or topics or as I like to call them, the business pillars that we think are going to be extremely impactful for CEOs, entrepreneurs, and business owners, and what I like to call the CB nation architects who are looking to level up their organizations.

This month we are focused on our greatest asset-talent management and hiring. Think from great resignation to the great renovation and if you disagree with me, maybe these episodes might be especially for you. Life and especially business has changed. It has forced those that are within organizations to look differently at talent, and how it's being managed.

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When we talk about change, think about it, we have to realize that business as usual is no longer here. That's evident in attracting and retaining clients, but also in setting up people within organizations to succeed. Think onboarding, think DEI- diversity, equity, inclusion, and belonging. How it is working from home and even going back into the office.

Things are different in this month. We are going to explore these topics by featuring CEO hacks and CEO nuggets, but also interviews that focuses on these changes and how organizations can make sure they care for and attract the most valuable asset their people. Sit back and enjoy this special episode of the I AM CEO podcast.

Hello, hello, hello. This is Gresh from the I AM CEO podcast. I have a very special guest on the show today. I have Spencer Sheinin of Shift Financial Insights. Spencer, it's great to have you on the show.

Spencer Sheinin 02:13

Great to be here. Thanks, Gresh. Nice to see you again.

Gresham Harkless 02:15

Definitely super excited to see you and have you on the show. Before we jumped into the interview, I wanted to read a little bit more about Spencer so you can hear about all the awesome things that he's doing.

Spencer has the rare and unique combination of speaking both the language of accounting and the language of entrepreneurship. As an accountant, he's a 20-year CPA, CA and as an entrepreneur, he's owned businesses in manufacturing, construction, cold storage, real estate, and now financial services.

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Spencer is the best-selling author of Entreprenumbers: The Surprising Simple Path to Financial Clarity. He's also a highly rated international speaker, delivering, engaging and actionable keynote presentations and workshops to the industry and membership organizations such as EO and Tec Vistage.

With the goal of making Accounting not suck. Spencer is now CEO and Founder of Shift Financial Insights, providing ridiculously simple accounting and financial insights for businesses on the rise.

Spencer, great to have you on the show. Are you ready to speak to the I AM CEO community?

Spencer Sheinin 03:09

Let's do it. Looking forward to it.

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Dave Bonachita - CBNation Writer

This is a post from a CBNation team member. CBNation is a Business to Business (B2B) Brand. We are focused on increasing the success rate. We create content and information focusing on increasing the visibility of and providing resources for CEOs, entrepreneurs and business owners. CBNation consists of blogs(, podcasts, ( and videos ( CBNation is proudly powered by Blue16 Media.

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