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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:

Making Fun While Making Money with Comedy Store CFO Bob Wheeler Sep 17, 2024

Show notes

In today's chat, we dive into the world of comedy and finance with a truly unique guest, Bob Wheeler. Bob isn't your average CPA; he's also the CFO of the legendary Comedy Store and a stand-up comic. Join Shannon as she explores Bob's journey of merging his passion for comedy with his accounting career. Discover how he brings humor into financial discussions, helping entrepreneurs lighten up while making sound money decisions. From scaling mountains like Kilimanjaro to leading workshops on money and emotions, Bob's story is nothing short of inspiring. Whether you're an entrepreneur or just looking for a good laugh, this episode is packed with insights and entertainment.

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:

04:33 Early interest in law, turned to accounting.

06:26 Accountant found passion in Zumba, fitness instruction.

11:54 Humor helps navigate business challenges and expectations.

12:46 Using vulnerability and feedback for business success.

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.

Start with This Financial Metric (Financial Priority Formula Part 1) Sep 16, 2024

Show notes

Today's episode marks the beginning of a compelling multi-part series on the Financial Priority Formula. In this first installment, Shannon unveils a game-changing financial metric: Gross Margin. Inspired by a recent discovery call, Shannon introduces a powerful new framework for financial focus in business. Listeners will learn about the crucial role of Gross Margin in assessing core profitability and get practical tips on how to calculate and leverage this often-overlooked metric. Tune in and prepare to transform your financial strategy, one layer at a time!

What you'll hear in this episode:

02:32 Limit power sessions to savoring one dish.

03:17 Focus on one area at a time.

09:03 Identify profitable offers through in-depth profitability study.

If you like this episode, check out:

What Are the 3 Things You Need to Know Before Buying a Business?

You Don't Actually NEED An Accountant

Why You May Want a C Corp in Your Business Structure

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.

September 15 Deadline Approaching - What to Do Sep 13, 2024

Show notes

In today's episode, Shannon addresses a timely and critical topic — the upcoming September 15 tax deadline. This episode is especially important for business owners operating as S corporations, multi-member LLCs, or partnerships. Shannon breaks down what you need to know about filing extensions, the significance of paying estimated taxes, and how to effectively prioritize your financial obligations. With quarter three tax estimates also due on the same date, there's plenty of vital information to cover.

What you'll hear in this episode:

06:37 Attention to tax vouchers, read letters carefully.

08:05 Prepare for tax season by asking questions.

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?

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.

How Healthy Is Your Business? (Appearance on Next Level Life Podcast) Sep 12, 2024

Show notes

In today's episode, Shannon shares her recent guest appearance on Christine Corcoran's podcast, "Next Level Life." During the episode, Shannon and Christine dive into crucial topics such as transforming money from a source of fear into a powerful tool for growth, and the importance of utilizing business data for informed decision-making.

Shannon elaborates on essential aspects of cash flow management and stresses the necessity of keeping personal and business finances separate. She also addresses the common fear of commitment, particularly in terms of hiring and scaling a team.

The discussion further explores how to prepare a business for a potential sale, set measurable goals, and maintain a healthy money mindset. Additionally, Shannon offers listeners a free resource bundle filled with tools and templates designed to help start or clean up their business operations.

Listeners are sure to find immense value in Shannon's insights and practical advice. So, join us as we dive into her enlightening conversation with Christine Corcoran on "Next Level Life."

What you'll hear in this episode:

07:26 Embracing the power of data for health.

12:22 Separate personal and business finances to avoid audits.

14:34 Combining accounts impacts business health and awareness.

19:35 Financial planning: cash flow, expenses, investments, forecasting.

21:23 Women aim to replace old corporate jobs.

24:07 Hiring employees changes perspective, motivates proactive action.

27:56 Contact companies to adjust expenses for cash flow.

29:54 Anxious for second paycheck but remained empowered.

35:29 Open relationship with accountant is key for growth.

37:31 Business success requires focus beyond technical skills.

42:09 Invest in top talent for key roles.

46:21 Good SOPs, strong financials, reduce risk, recurring revenue.

48:20 Train and delegate for business and client success.

If you like this episode, check out:

How to Set Goals and KPIs

Why You Should Tell Your Kids to Study Accounting

How You Know You Need a CFO

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.

How to Recognize Financial Fear and Defeat It with Justin Buonomo Sep 11, 2024

Show notes

Today, Shannon delves into the essential topic of financial fear—what it is, how it manifests, and how to conquer it. She is joined by Justin Buonomo, the CEO and founder of Journey to Financial Freedom. Together, they explore the importance of maintaining control over one's finances rather than handing it over to professionals, addressing underlying money beliefs, and shifting perspectives on entities like the IRS. Justin outlines his four-step process for achieving financial freedom and emphasizes the necessity of personalized financial strategies that cater to individual goals and circumstances. This conversation is filled with valuable insights and practical advice aimed at helping listeners navigate financial challenges and become financially unshakable.

CEO & Founder of Journey to Financial Freedom, which provides financial coaching and consulting for business owners. Justin and his company help business owners take control of their finances and unlock new levels in their lives and businesses. Justin & JFF are extremely passionate about helping business owners live their dream life that is fueled and funded by their dream business.

Instagram: https://www.instagram.com/justin_buonomo/

Freebie (How to make AND keep more money): https://www.group.journeytofinancialfreedom.co/free-masterclass

What you'll hear in this episode:

05:34 Choose the option with a return on investment.

06:32 Embracing tasks leads to enjoyable progress.

11:44 Taxes can shift perspective and drive success.

15:33 Personalized finance advice yields optimal results.

19:31 Take responsibility, communicate clearly, go deeper.

22:00 Maximize business profits through optimizing income and margins.

If you like this episode, check out:

Mastering Abundance Mindset

Silence These Voices In Order to Succeed

My 3 Most Expensive Mistakes

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.

Mapping Your Own Journey to Financial Freedom with Justin Buonomo Sep 10, 2024

Show notes

In this episode, Shannon chats with Justin Buonomo, the CEO and Founder of Journey to Financial Freedom. Justin shares his personal journey from experiencing financial instability in his youth, due to his parents' bankruptcy, to becoming a passionate financial empowerment coach.

Listeners will hear about Justin's unexpected career path in the financial sector at Johns Hopkins, the importance of addressing one's money story, and actionable strategies for achieving financial success. This episode provides valuable insights for entrepreneurs looking to reshape their financial future.

CEO & Founder of Journey to Financial Freedom, which provides financial coaching and consulting for business owners. Justin and his company help business owners take control of their finances and unlock new levels in their lives and businesses. Justin & JFF are extremely passionate about helping business owners live their dream life that is fueled and funded by their dream business.

Instagram: https://www.instagram.com/justin_buonomo/

Freebie (How to make AND keep more money): https://www.group.journeytofinancialfreedom.co/free-masterclass

What you'll hear in this episode:

04:56 Promised to never worry about money again.

08:46 Sudden revelation led to life-changing realization.

10:40 Balancing strategies and internal beliefs for success.

16:32 Conversations about money impact business success.

19:13 Address money habits before seeking more income.

If you like this episode, check out:

Mastering Abundance Mindset

Silence These Voices In Order to Succeed

My 3 Most Expensive Mistakes

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.

Don't Stop Playing the Long Game Sep 09, 2024

Show notes

In today's episode, Shannon emphasizes the importance of focusing on sustainable growth rather than quick wins. She explains how comparing your progress to others can be detrimental and highlights the velocity at which success can turn into failure if not properly managed. Listeners will learn about building a solid foundation, the dangers of chasing shortcuts, and the necessity of adapting to the ever-changing business environment. Additionally, Shannon introduces a special five-day financial mindset refresh delivered straight to your email, designed to help recalibrate your approach to money. Tune in and learn how to transform your mindset and strategy for lasting business success!

What you'll hear in this episode:

04:56 Avoid shortcuts, invest in sustainable tools instead.

08:06 Set focused goals, listen, adapt, and deliver.

If you like this episode, check out:

How to Set Goals and KPIs

Why You Should Tell Your Kids to Study Accounting

How You Know You Need a CFO

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.

The Analog Advantage Sep 06, 2024

Show notes

In this episode, Shannon explores "The Analog Advantage," delving into the irreplaceable value of human connection amid our increasingly automated world. Reflecting on a conversation with her mentor, Mel Abraham, Shannon addresses how over-reliance on automation may erode the personal touch crucial for client satisfaction.

Shannon shares how her team has rebalanced their processes, reducing automation to reintroduce high-touch, personalized interactions. This episode is packed with practical advice on balancing efficiency with genuine human connections, bolstering client loyalty and long-term value.

What you'll hear in this episode:

06:30 Balance automation with personal touch for client loyalty.

If you like this episode, check out:

My Key Insight from "10x is Easier Than 2x"

What I Learned from Getting My First Job

What a Tanning Salon Taught Me About Customer Experience

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.

Expanding Your Worth: Beyond Saving Sep 05, 2024

Show notes

In today's episode, we dive deep into the mindset shift you need to transition from merely saving to truly expanding your worth. It's not just about tax strategies but about taking risks, growing your business, and prioritizing your goals beyond just cutting costs. Whether you're contemplating relocating for tax benefits or struggling with the balance between saving and earning, this episode is packed with insights to help you plan better and find joy in your entrepreneurial journey. Let's get into it and start changing the way you think about money and growth.

What you'll hear in this episode:

03:44 Strategic approach needed for business growth.

09:44 Hiring teenagers for high value tasks is worthwhile.

11:12 Plan better, reduce tax liability, empower sooner.

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?

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.

Pressure-Free Sales Strategies with Christine Corcoran Sep 04, 2024

Show notes

In this episode with Christine Corcoran, Shannon explores effective, non-pushy ways to sell high-ticket services, those valued over $1,000. Christine discusses feminine sales approaches, emphasizing value communication and addressing client uncertainties. They delve into the importance of understanding client needs, creating genuine connections, and avoiding manipulative tactics.

Christine highlights strategies for pre-qualifying clients, managing objections, and maintaining a positive sales mindset. She also shares resources and programs to support listeners further. Tune in for actionable insights on selling with confidence and care.

Over the course of the last seven transformative years, Christine has guided and coached hundreds of remarkable women, both through personalized 1-1 coaching and engaging events, and masterminds. She has invested in expertise in NLP and other sales related psychologies and applied them to help women feel more confident and authentic while selling

Website: https://christinecorcoran.com.au/

Instagram: https://www.instagram.com/christinecorcoran_coach/?hl=en

Freebie: https://christine-corcoran-8c76.mykajabi.com/authenticsales-scripts

What you'll hear in this episode:

03:48 Invested a lot, uncertain about returns.

07:42 Identify customer needs to align product value.

10:23 Feminine approach to building instead of tearing.

14:01 Forced into a miserable relationship with regrets.

19:22 Surprising onboarding experience leads to appreciation.

22:58 Sales strategies require the right mindset. Confidence, expectation.

24:11 Overcome scarcity mindset, attract more clients confidently.

If you like this episode, check out:

How to Prepare to Sell Your Business

The Framework for the Perfect Offer

Stop Doing This to Your Customers

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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