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Keep What You Earn — Business
Keep What You Earn

Keep What You Earn is the podcast for aesthetics and wellness practice owners who want to scale profitably and build a business that is actually worth something.

Hosted by Shannon Weinstein, CPA and Fractional CFO, this show is designed for med spa owners generating $1–5M in revenue who are ready to move beyond reactive decision-making and into disciplined, strategic growth.

If you’re trying to break past the $2M ceiling, improve cash flow predictability, increase margins, open additional locations, or prepare your practice for a future sale, this podcast gives you the financial clarity to do it confidently.

Each episode focuses on the financial building blocks that determine whether your practice scales smoothly or stalls under pressure, including pricing discipline, operating margin control, cash flow forecasting, customer lifetime value, and enterprise value planning. This isn’t about more spreadsheets. It’s about financial leadership.

Whether you’re preparing for expansion or positioning your practice to sell, Keep What You Earn helps you think like a CFO and operate like a CEO.

[Disclaimer: Any opinions, recommendations, and tips offered on this podcast or other social media forums do not constitute individual tax or accounting advice. This content is designed to provide education and awareness about financial topics and responsibility for the benefit of the general public. Please consult a professional before implementing any of the suggestions made by Shannon or Keep What You Earn Co.]

Copyright: © 2021 All rights reserved Fitnancial Solutions.

Latest Episodes:

Avoid These Pricing Red Flags with John Ray Oct 01, 2024

Show notes

In today's episode, Shannon delves into the complexities of pricing strategies with John Ray, a seasoned consultant and business coach. John specializes in helping service professionals such as consultants, attorneys, and coaches overcome their biggest challenges: pricing and business development. As the bestselling author of "The Generosity Mindset," he shares invaluable insights on identifying pricing red flags, effectively communicating value, and breaking free from the outdated model of selling time by the hour. Whether listeners are entrepreneurs running handyman businesses, marketers, or professionals looking to optimize their financial strategies, this episode is packed with practical advice on how to price services based on their true value. Join Shannon and John as they explore how to turn business goals into reality with actionable tips and expert insights.

John Ray is a consultant and business coach who advises consultants, coaches, attorneys, and other services professionals on what are often their two biggest problems: pricing and business development. John's #1 national best-selling book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices, covers topics like value and adopting a mindset of value, pricing your services more effectively, proposals, and essential elements of growing your business. John is also a Studio Owner, Producer, and Show Host with Business RadioX®, and works with business owners who want to do their own podcast. John is the host of North Fulton Business Radio and The Price and Value Journey, and he has hosted and/or produced over 2,200 podcast episodes.

Go to thegenerositymindset.com to learn more about John's book and to buy it.

Website: www.johnray.co

What you'll hear in this episode:

03:28 Lacked business resources; passionate about helping others.

08:59 Start by discussing client needs, not selling.

10:14 Service-based businesses struggle with setting initial pricing.

15:14 Intangible value often boosts business owners' ego.

17:03 Judgment-free zone emphasizes clear communication and value.

21:22 Power sessions now results-based, not time-based.

If you like this episode, check out:

Simplifying Sales Strategy

Lowering Your Price to Sell More?

Product or Experience - What is More Important?

Lowering Your Price to Sell More?

Want to learn more so you can earn more?

CFO Power Session: https://www.keepwhatyouearn.com/power-sessions

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon 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. Please consult a qualified professional before implementing anything you learn.

The Five Money Metrics You Need Sep 30, 2024

Show notes

In today's episode, Shannon breaks down the five essential money metrics every business owner and CEO should track. Simplifying the often overwhelming financial landscape, Shannon shares insights on gross margin, net margin, net cash flow, revenue retention, and the LTV to CAC ratio. This episode will equip you with the knowledge to understand these critical metrics, so you can make informed decisions, diagnose business issues, and ultimately drive growth. Stay tuned for actionable tips that can transform how you measure and manage your business finances!

What you'll hear in this episode:

03:48 Compare your gross margin to industry standards.

08:08 Measure net cash flow to increase reserves.

11:22 Measure revenue retention and LTV to CAC ratio.

14:05 Calculate client acquisition cost dividing total spend clients.

16:27 LTV to CAC ratio should be positive.

If you like this episode, check out:

Where Are the Best Places to Look to Find Cost Savings?

How to Make Spending Decisions

Are You Overspending on Networking?

Want to learn more so you can earn more?

Join Gusto today and get a $100 Visa Gift Card

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon 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. Please consult a qualified professional before implementing anything you learn.

Don't Make This Huge Mistake with Goal Setting Sep 27, 2024

Show notes

Today, Shannon tackles a common and critical mistake that business owners encounter when setting their goals. As Q4 begins and 2025 approaches, Shannon shares valuable lessons her team has learned about effective goal-setting. Listeners will discover how to avoid the pitfalls of over-measuring and the importance of celebrating milestones. Shannon walks through their journey of transformation, offering practical insights to help entrepreneurs set purposeful, manageable, and motivating objectives for their businesses. This episode is packed with strategies to ensure goals drive success and foster team collaboration.

What you'll hear in this episode:

04:37 Refocused goals around mission statements and pillars.

09:58 Identify and discuss indicators affecting goal achievement.

12:05 Track and celebrate team milestones and accomplishments.

If you like this episode, check out:

Don't Stop Playing the Long Game

How to Set Goals and KPIs

Why You Should Tell Your Kids to Study Accounting

Want to learn more so you can earn more?

Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon 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. Please consult a qualified professional before implementing anything you learn.

Finding the Right Person to Ask Sep 26, 2024

Show notes

In today's episode, Shannon addresses the challenge of knowing who to ask for help when running a business. Listeners will learn about the distinctions between legal and financial advice, understand why it's crucial to consult the right experts, and receive practical tips on finding the right person to answer their questions. Get ready to decode the complexities of starting and running a business, all while making the process a bit more enjoyable.

What you'll hear in this episode:

05:20 Seek advice from those who ask questions.

08:56 Understand your accountant's role in financial advice.

10:33 Choose relevant financial advisor or a money coach.

If you like this episode, check out:

How to Keep Employees Loyal

Strategies for Managing Remote Teams

Compensation Plans - Commission or Flat Rate?

Want to learn more so you can earn more?

5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon 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. Please consult a qualified professional before implementing anything you learn.

Build Wealth Through Connections with Fred Moskowitz Sep 25, 2024

Show notes

In this episode, Shannon continues a riveting conversation with Fred Moskowitz, an expert in alternative investing and mortgage note investing. Fred sheds light on leveraging connections with other entrepreneurs and investors to educate oneself on various investment strategies. The discussion covers the wealth of investment advice available, ways to sift through it safely, and how to leverage expert networks to best serve investment goals. Additionally, Shannon and Fred touch on tax-efficient investing strategies, particularly for real estate and mortgage notes. Whether listeners are seasoned investors or just getting started, this episode is packed with insights to help them build wealth through meaningful connections.

Fred Moskowitz is an educator and best selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena. Fred teaches the concept that individual investors are able to step into the shoes of the lender, shoes of the lender, through note investing, and effectively "be the bank". Fred takes pride in collaborating with investors to help them grow and profit in the note space, as well as being a trusted and valued resource in the arena of alternative investments. His new book, titled "The Little Green Book Of Note Investing, has recently launched.

Instagram: @thefredmoskowitz

Facebook: @thefredmoskowitz

Website: www.fredmoskowitz.com

Get Fred's book here: https://www.fredmoskowitz.com/the-little-green-book-of-note-investing/

What you'll hear in this episode:

05:06 Seek experienced advice, be cautious of skepticism.

07:11 Building relationships through asking questions and learning.

13:19 CPA provides counsel on tax planning strategies.

16:16 Unaware of tax benefits for real estate.

20:05 Strategic planning with CPA for long-term benefits.

If you like this episode, check out:

Takeaways from Steps for Success with Junior Achievement

What's the Best Way to Pour Money Into Your Business?

Introducing Money to Kids: Where Do You Start?

Want to learn more so you can earn more?

Transform your small business journey – download the Small Business $tarter Kit here.

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon 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. Please consult a qualified professional before implementing anything you learn.

Exploring Alternative Investment Strategies with Fred Moskowitz Sep 24, 2024

Show notes

In today's episode, we're exploring alternative investment strategies with special guest Fred Moskowitz, an expert in mortgage note investing. Fred and our host Shannon Weinstein discuss moving beyond traditional investments like 401Ks and index funds.

Fred breaks down mortgage note investing, emphasizing its potential for generating cash flow and offering more financial control. Whether you're a seasoned investor or just starting, this episode is packed with insights on diversifying your portfolio.

Fred also shares the importance of education in investing, comparing active versus passive strategies, and offers practical advice for getting started with alternative investments. If you're curious about expanding your investment horizons, this is an episode you won't want to miss.

Fred Moskowitz is an educator and best selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena. Fred teaches the concept that individual investors are able to step into the shoes of the lender, shoes of the lender, through note investing, and effectively "be the bank". Fred takes pride in collaborating with investors to help them grow and profit in the note space, as well as being a trusted and valued resource in the arena of alternative investments. His new book, titled "The Little Green Book Of Note Investing, has recently launched.

Instagram: @thefredmoskowitz

Facebook: @thefredmoskowitz

Website: www.fredmoskowitz.com

Get Fred's book here: https://www.fredmoskowitz.com/the-little-green-book-of-note-investing/

What you'll hear in this episode:

06:14 Investments generate income while waiting, compounding profits.

07:20 Episodic advice is not personalized; choose freely.

12:57 Passive investing offers expert-driven rewards.

14:07 Experienced guidance important for successful investment strategies.

If you like this episode, check out:

Takeaways from Steps for Success with Junior Achievement

What's the Best Way to Pour Money Into Your Business?

Introducing Money to Kids: Where Do You Start?

Want to learn more so you can earn more?

Transform your small business journey – download the Small Business $tarter Kit here.

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon 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. Please consult a qualified professional before implementing anything you learn.

Acquire Cheaper and Better Customers (Financial Priority Formula Part 3) Sep 23, 2024

Show notes

In today's episode, we're wrapping up our series on the Financial Priority Formula with Part 3. Shannon dives deep into the metrics that can help you acquire cheaper and better customers, ensuring you have a thriving, financially healthy business. We'll be exploring client lifetime value (LTV) and client acquisition cost (CAC) and their critical roles in your business's success. Shannon also shares insights on focusing your time effectively and addresses why tax minimization might not be as urgent as you think. Get ready to gain clarity and actionable steps to elevate your business profitability and efficiency.

What you'll hear in this episode:

06:02 Consider all acquisition costs for better insight.

07:59 Evaluate LTV to CAC ratio for business success.

11:09 Focus on core profitability before stressing about taxes.

15:10 Connect on Instagram, website for business help.

If you like this episode, check out:

Lowering Your Price to Sell More?

Product or Experience - What is More Important?

How to Prepare to Sell Your Business

Want to learn more so you can earn more?

CFO On Demand click here

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon 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. Please consult a qualified professional before implementing anything you learn.

Maximize Profit and Cash Flow (Financial Priority Formula Part 2) Sep 20, 2024

Show notes

On today's episode, Shannon dives into part two of our Financial Priority Formula as we explore how to maximize profit and cash flow for your business. We'll revisit the concept of gross margin from our previous discussion and delve into the intricacies of operating profit and cash flow. I'll explain the key differences between these two metrics and why understanding them is crucial for running a successful and profitable enterprise. Plus, Shannon will share actionable tips to improve your financial health and cash flow management. Whether you're just starting out or looking to fine-tune your financial strategies, this episode is packed with valuable insights you won't want to miss.

What you'll hear in this episode:

03:31 Gross profit crucial before evaluating operating profit.

07:11 Profitability and cash flow are crucial.

10:03 Improve cash flow by timing changes & incentives.

If you like this episode, check out:

Cash Management Strategies

What Makes Finding a Reliable Tax Professional So Challenging?

CFO Q&A: Should You Pay Off Loans with Extra Cash?

Want to learn more so you can earn more?

Download the Money Pro Matchmaker tool here

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon 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. Please consult a qualified professional before implementing anything you learn.

Simple S Corp Salary Guide for Beginners Sep 19, 2024

Show notes

Today, Shannon breaks down how S Corporation owners can determine what to pay themselves as a reasonable salary. Shannon simplifies this complex topic, exploring both internal and external factors, the importance of thorough documentation, and shares real-life audit experiences. This episode equips listeners with a clear understanding of staying compliant with IRS rules while optimizing financial benefits. Plus, Shannon offers a valuable resource to help S Corp owners manage their responsibilities more effectively. Tune in for practical tips and insights to make your financial journey smoother and more rewarding!

What you'll hear in this episode:

03:26 Salary as an employee, profit as owner.

08:08 Job posting documentation: use screenshots, not just links.

10:39 Calendar shows business focus, justify lower salary.

If you like this episode, check out:

Think Twice Before Forming a Multi-Owner Business

Moving to a Tax-Free State - Worth it?

A Shortcut to Business Travel Deductions

Want to learn more so you can earn more?

Get $50 off your HR audit with People Principles by using code SHANNON50 here.

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon 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. Please consult a qualified professional before implementing anything you learn.

Using Your Money Story to Grow with Bob Wheeler Sep 18, 2024

Show notes

In today's episode, Shannon sits down with Bob Wheeler, CFO, CPA, and host of "The Money Nerve," to discuss the power of your money story in personal and professional growth.

They dive into how professionals can use empathy and effective communication to build trust with clients, overcome fear-based marketing, and tackle imposter syndrome. Bob shares insights from somatic therapy that helped him become more grounded and transform his financial narratives. Shannon and Bob also emphasize proactive client communication and the importance of honest self-reflection.

CPA Bob Wheeler brings a unique blend of humor, emotional intelligence, and financial expertise to the world of personal finance. Author of "The Money Nerve" and host of the "Money You Should Ask" podcast, Bob explores the emotions behind money decisions, offering fresh perspectives on achieving financial freedom. As a certified 'CORE Energetics' and Radical Aliveness Practitioner, he conducts seminars worldwide, integrating holistic personal growth with practical financial advice. When not serving as CFO of The World Famous Comedy Store or scaling mountains like Kilimanjaro, Bob uses his 25 years of accounting experience and standup comedy background to deliver financial wisdom with warmth, wit, and inspiration, helping people understand and improve their relationship with money.

Website: https://themoneynerve.com Instagram: https://www.instagram.com/moneyyoushouldask/ YouTube: https://www.youtube.com/c/moneyyoushouldask

For a thorough review of Bob's core topics around money, visit https://themoneynerve.com/speaking/hire-bob-wheeler-to-speak/

What you'll hear in this episode:

04:37 Encouraging a positive mindset towards handling finances.

07:32 Accounting industry marketing based on fear.

12:56 Taking responsibility for client's dissatisfaction in business.

16:23 Reflect on being a better employer and service provider.

18:29 Reflect on childhood experiences to understand beliefs.

22:24 Take responsibility, make changes, be proactive.

29:08 Accounting focus shifts to basic proactive approach.

34:22 Overlooked personal struggles halted a crucial conversation.

38:44 Emphasize importance of better communication with accountants.

If you like this episode, check out:

Silence These Voices In Order to Succeed

My 3 Most Expensive Mistakes

How Can You Shake Off Business Boredom and Thrive?

Want to learn more so you can earn more?

CFO Power Session: https://www.keepwhatyouearn.com/power-sessions

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon 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. Please consult a qualified professional before implementing anything you learn.

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