Spencer Sheinin is the Founder and CEO of Shift Financial Insights, a firm providing outsourced bookkeeping, accounting, and financial insights to small and medium-sized businesses. He is a CPA with over 20 years of experience as an entrepreneur, having owned businesses in manufacturing, construction, real estate, cold storage, and financial services. Spencer is also a guest speaker for the Chartered Professional Accountants of British Columbia and an active Entrepreneurs’ Organization (EO) member. He was a recipient of the Business in Vancouver Top 40 Under 40 award and is a finalist for the Surrey Business Excellence award.

Financial clarity is fundamental to the success of any business. As an entrepreneur, how can you acquire financial knowledge to make informed decisions for your organization?

Many small and medium-sized businesses lack the necessary resources to employ an accountant. Consequently, business owners must manage bookkeeping and other financial statements singlehandedly. Yet many entrepreneurs aren’t financially literate and fail to manage their companies effectively. Finance is a separate skill set from operating a business, so Spencer Sheinin recommends hiring financial insights companies. These professionals provide you with the financial information necessary to make decisions that propel your company forward.

In this episode of The Future is Borderless, David Nilssen sits down with Spencer Sheinin, Founder and CEO of Shift Financial Insights, to discuss simple methods for managing finances. Spencer explains how Shift helps entrepreneurs maneuver their financial blind spots, why many entrepreneurs struggle with bookkeeping, Shift’s ideal clients, and how the company differentiates itself in the market.