In this episode, we will dive into the often-overlooked but critical topic of managing disputes and chargebacks. These financial leaks can quietly chip away at your profits if you’re not prepared. Shannon is sharing tactical, actionable steps to build solid systems for handling refunds, disputes, and chargebacks with confidence. You’ll hear why documenting everything is non-negotiable and how to compile strong evidence to support your case. We’ll also talk about the importance of standing firm on your policies, because being generous doesn’t mean being a doormat.

Tune in to learn how to protect your revenue and scale your business without leaving money on the table.

What you'll hear in this episode:

[0:45] The Impact of Small Leaks in Your Business

[1:50] Handling Disputes and Chargebacks

[3:50] Creating a Dispute Response Framework

[4:30] Real-Life Example of a Dispute

[8:10] Importance of Enforcing Policies

[11:25] Conclusion and Power Sessions

Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/

Connect with Shannon: https://www.linkedin.com/in/shannonweinstein

Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Follow along on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.