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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:

Embracing the Building of Your Business with Kirsten Halik Jul 09, 2024

Show notes

Joining us today is Kirsten Halik, founder and CEO of Crowned Athletics. Kirsten takes us through her incredible journey of launching her business, from overcoming the odds without any industry experience to building a multi-seven-figure company.

We'll dive into the inspiration behind her chic activewear designs, her early challenges with manufacturing and marketing, and how a near-death experience shaped her entrepreneurial path. Her commitment to community building and understanding customer needs has led to a loyal "crown crew" that stretches across the globe. Kirsten also opens up about the strategic decisions and patient approach that fueled her success, and the unexpected surge in demand during the COVID-19 pandemic. Stay tuned as we uncover valuable insights and lessons from Kiersten's remarkable story of passion, resilience, and growth.

Kirsten Halik is the founder of Crowned Athletics™, a brand that combines activewear with a princess twist. Her journey began in January 2017 with a homemade prototype and a dream. Starting with handmade headbands, she launched her first tank tops, Mermaid Princess and After Midnight Princess, in the summer of 2018. This marked the beginning of Crowned Athletics™. Kirsten's passion has driven the brand's evolution, expanding the collection to include sports bras, skorts, leggings, and jackets.

Kirsten's life took a dramatic turn in college when she survived carbon monoxide poisoning, which left her in a coma for 24 hours. This experience inspired her to make a meaningful impact with her second chance at life. Struggling with depression, Kirsten discovered the importance of fitness and movement for mental health. She aims to bring the magic of working out to women, drawing inspiration from fairytale heroines. Kirsten's mission is to make women feel magical and confident through Crowned Athletics™ activewear.

Website: https://www.crownedathletics.com/

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

TikTok: https://www.tiktok.com/@crownedathletics?lang=en

What you'll hear in this episode:

05:58 Creating modern, chic Disney princess-inspired athleisure.

08:55 Learning about tech packs and production processes.

10:52 Sourcing materials and packaging for garment production.

15:06 First business building, slow growth, thoughtful choices.

17:32 Starting small, faced challenges, grew through persistence.

22:08 Entrepreneur found success through time management and expansion.

25:09 Creating crew, sharing commonalities, and building community.

If you like this episode, check out:

If I Started Over, Here's What I Would Do First

Why You May Not Want to Start a New Business

CFO Q&A - Naming 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.

Moving to a Tax-Free State - Worth it? Jul 08, 2024

Show notes

Today, we're diving into a hot topic many entrepreneurs and individuals are curious about: the pros and cons of moving to a tax-free state. In this episode, we'll explore the idea of relocating to states without income tax like Florida, Texas, and Nevada, and whether the tax savings truly make it worth uprooting your life. We'll dig into the potential hidden costs, such as higher property taxes and insurance, and weigh them against the benefits. Plus, I'll share personal insights on why not all financial decisions should be purely tax-driven, and how to evaluate what's best for your lifestyle and happiness.

What you'll hear in this episode:

04:44 Consider costs, lifestyle, and tax implications.

09:48 Guide to start or clean up business.

If you like this episode, check out:

A Shortcut to Business Travel Deductions

What They Never Tell You About Depreciation

How to Deduct Self-Employed Health Insurance Premiums

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.

What a Tanning Salon Taught Me About Customer Experience Jul 05, 2024

Show notes

In this episode, I recount my own recent experience with a local tanning salon that taught me invaluable lessons about guiding customers through every step of their journey. From pre-appointment jitters to the lack of clear instructions, this story highlights how even small improvements in customer communication can transform a service interaction. Whether you're an entrepreneur looking to enhance your client relationships or simply someone who values excellent service, this episode has nuggets of wisdom you won't want to miss.

What you'll hear in this episode:

05:23 Confusion and insecurity regarding service and appointment.

09:22 Need visual examples for makeup color selection.

10:20 Maximize customer success with step-by-step guidance.

If you like this episode, check out:

My Biggest Takeaway from "10x is Easier Than 2x"

The Little Things That Unlocked Growth in My Business and Life

Creating an Outstanding Customer Service Experience

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.

What Can a Balance Sheet Reveal About Your Business? Jul 04, 2024

Show notes

Today, we're diving into one of the most underappreciated yet powerful tools in your financial toolkit—the balance sheet. We'll explore how this financial statement can reveal the true health of your business, uncover potential errors, and provide insights beyond what your profit and loss statement can offer. Whether you're new to business or a seasoned entrepreneur, this episode is packed with practical advice to help you make sense of your numbers and drive your business forward.

What you'll hear in this episode:

04:03 Snapshot of financial health: assets, liabilities, equity.

08:49 Manage inventory, receivables, and financial health carefully.

10:18 Assess business health beyond profit and loss.

If you like this episode, check out:

What Should You Track in Your Books?

Why Should You Separate Your Business Money from Personal Finances?

What is CFO On Demand?

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.

Building Customer Onboarding & Service Processes with Alane Boyd Jul 03, 2024

Show notes

Today, we're diving into part two of our discussion with the brilliant Alane Boyd. In this episode, we're breaking down the nuts and bolts of building efficient customer onboarding and service processes. We'll explore a variety of successful approaches to process documentation and improvement, discuss the balance between standardization and customization, and share actionable insights on communicating effectively with clients. Plus, we'll touch on some handy tools and resources that can kickstart your process optimization journey. Whether you're just getting started or looking to refine your existing systems, this episode is packed with practical tips to help you streamline your operations and enhance client satisfaction. Tune in, take notes, and get ready to transform your business processes!

Alane Boyd, Co-Founder of Workday Ninja, is an operations and growth strategy expert specializing in AI and automation to enhance client efficiency. Her entrepreneurial success includes scaling her first business, a hybrid agency and software company, to 8 figures and successfully selling it in 2018. She has been featured in Entrepreneur, HuffPost, and SXSW and is a three-time published author.

KWYE Listeners - here are two free tools to use:

Project Manager Tool Selector Tool: https://bit.ly/wmspicker
Automation Idea Generator: https://form.typeform.com/to/IiX7bCVX

LinkedIn: https://www.linkedin.com/in/alaneboyd/ Website: https://www.youtube.com/@WorkdayNinja

What you'll hear in this episode:

04:14 Summarize the text using 7 words: Document actions to streamline tasks and share.

09:01 Team creates solutions by understanding client needs.

11:02 Efficient handling of tax-related inquiries through training.

16:39 Hiring based on fit, not just process.

18:02 Implementing client communication escalation process for non-responsiveness.

20:58 Process should adapt to recipient preferences and needs.

26:28 Avoid cost leakage with all-in-one solution.

If you like this episode, check out:

My Biggest Takeaway from "10x is Easier Than 2x"

The Little Things That Unlocked Growth in My Business and Life

Creating an Outstanding Customer Service Experience

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.

Driving Value for Your Business & Defining Processes with Alane Boyd Jul 02, 2024

Show notes

In today's episode, hosts Shannon Weinstein and Alane Boyd dive deep into the importance of driving value for your business through process improvement and automation. Alane, a co-founder of Workday Ninja and expert in AI and operations strategy, shares her journey from scaling her social media agency to an eight-figure exit and now helping other entrepreneurs streamline their businesses. They discuss the vital first steps in documenting processes, overcoming hero syndrome, and using technology like AI and project management systems to build a more efficient, sellable, and enjoyable business. If you've ever felt overwhelmed by the idea of process documentation or questioned the value it could bring, this episode is a must-listen.

Alane Boyd, Co-Founder of Workday Ninja, is an operations and growth strategy expert specializing in AI and automation to enhance client efficiency. Her entrepreneurial success includes scaling her first business, a hybrid agency and software company, to 8 figures and successfully selling it in 2018. She has been featured in Entrepreneur, HuffPost, and SXSW and is a three-time published author.

KWYE Listeners - here are two free tools to use:

Project Manager Tool Selector Tool: https://bit.ly/wmspicker
Automation Idea Generator: https://form.typeform.com/to/IiX7bCVX

LinkedIn: https://www.linkedin.com/in/alaneboyd/ Website: https://www.youtube.com/@WorkdayNinja

What you'll hear in this episode:

04:57 Documenting processes helps visualize and streamline operations.

08:52 Prepare business like selling a house.

11:49 Guidance, empowerment, and ownership improved team processes.

16:18 Key to company success: project management system.

18:15 Use a knowledge base to save time.

20:11 Long-term involvement may indicate over-attachment.

23:18 Initial resistance to change ultimately led to success.

If you like this episode, check out:

My Biggest Takeaway from "10x is Easier Than 2x"

The Little Things That Unlocked Growth in My Business and Life

Creating an Outstanding Customer Service Experience

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.

Should You Try to Scale Everything? Jul 01, 2024

Show notes

In today's episode, we're diving into the ever-popular topic of scaling. But here's the twist—I'll be discussing why you shouldn't try to scale everything in your business. From understanding the difference between scaling and operational efficiency to knowing when to focus on building genuine relationships over automation, this episode is packed with practical advice that will challenge your perspective on growth. So, get ready to reevaluate your strategies and embrace the power of unscalable moments in driving magical growth for your business.

What you'll hear in this episode:

03:41 Building relationships through personal, unscalable actions is key.

08:28 Choose quality over quantity in reaching clients.

10:34 Simplify to focus on personalized, unscalable interactions.

If you like this episode, check out:

How Do You Build a Business with an Exit Strategy in Mind?

Not Having This Can Ruin the Sale of Your Business

Breaking Down CFO On Demand

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.

Silence These Voices In Order to Succeed Jun 28, 2024

Show notes

In today's episode, we'll dive deep into the three critical internal voices that could be sabotaging your entrepreneurial journey: comparison, overwhelm, and the fear of making others feel bad. I'll share personal anecdotes and strategies that have helped me—and can help you—keep these voices at bay, enabling you to focus on what's truly important for your success. Whether you're just starting out or looking to refine your approach, this episode is packed with actionable insights to help you stay on course and thrive.

What you'll hear in this episode:

05:26 Busy job felt like an addictive chase.

08:32 Slow down, focus, and find balance.

11:03 Prioritize your well-being over others' feelings.

14:23 Setting clear boundaries is important in relationships.

18:49 Prioritize relationships and opportunities in life.

If you like this episode, check out:

My 3 Most Expensive Mistakes

How Can You Shake Off Business Boredom and Thrive?

Never Let Your Scarcity Show

Want to learn more so you can earn more?

Get Jasmine Jonte's FREE guide here: https://www.cre8tion.co/shannon

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.

Navigating Tax Rules for Digital Sales Jun 27, 2024

Show notes

Today's episode is all about navigating the complex landscape of tax rules for digital sales. As more and more businesses shift towards offering digital products, understanding the intricacies of sales tax becomes crucial. From the outdated NAICS codes to the pivotal Wayfair decision, we'll delve into how different states treat digital products for tax purposes and what you need to know to stay compliant. Whether you're new to selling online or looking to refine your tax strategy, this episode is packed with essential information and practical tips. So, let's dive in and make sure you're informed and prepared when it comes to managing sales tax for your digital offerings.

What you'll hear in this episode:

05:09 Different tax rules for physical versus digital products. 07:00 Consider sales tax implications for digital sales.

11:39 Selling digital products across state lines: tax considerations.

If you like this episode, check out:

Why Should You Separate Your Business Money from Personal Finances?

What a Balance Sheet Actually Tells You

What to Track in Your Books

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.

The Art of the Upsell with Nikki Rausch Jun 26, 2024

Show notes

Today, Shannon and Nikki Rausch are diving deep into the art of upselling, a critical skill for entrepreneurs striving to elevate their businesses. In this episode, Nikki shares her expertise on how to effectively use price anchoring and top-down selling to make your offers irresistible to clients. From creating curiosity to transitioning existing clients into higher-tier services, Nikki offers actionable strategies and real-world examples to help you master the upsell. Whether you're struggling to convey your value or looking for ways to increase your lifetime customer value, this episode is packed with practical advice to ensure your business thrives.

CEO of Sales Maven, Nikki Rausch has the unique ability to transform the misunderstood

process of "selling".

With 25+ years of selling experience, entrepreneurs and small business owners now hire Nikki

to show them how to sell successfully and authentically. Nikki has written 3 books, all available on Amazon. And she has a podcast called Sales Maven, which you can find on your favorite podcast platform.

Facebook - https://www.facebook.com/yoursalesmaven/

Instagram - https://www.instagram.com/your_sales_maven/

Linkedin - https://www.linkedin.com/in/nicolerausch

Free E-book - https://yoursalesmaven.com/keep

What you'll hear in this episode:

04:01 Selling approach: start low or go high.

07:47 Buyers often choose the first convenient option.

10:12 Increase client lifetime value by creating curiosity.

14:45 Strategically revealing value to attract clients effectively.

18:52 Bundle of resources to start and clean up.

If you like this episode, check out:

How to Integrate Business Development Into Habits

Investing in Businesses - What You Need to Know

Blue Oceans are All Around Us

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.

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