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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:

Proven Methods for Organic Content with Peter Vander Wall Mar 19, 2024

Show notes

In this episode, we dive into the world of organic content and how to make it work for your professional services firm. Our guest, Peter Vander Wall, a marketing consultant specializing in helping professional service firms scale their client acquisitions, shares insights on creating relatable and valuable content. From agitating the pain of your ideal audience to the power of storytelling, Peter provides proven methods to connect with your audience and deliver content that resonates. If you've ever struggled with fear around sharing sensitive data or navigating regulatory concerns, then this episode is a must-listen. Plus, we'll explore practical tips for generating organic content and overcoming mindset blocks. So, get ready to learn and take your organic content strategy to the next level.

Peter is a marketing consultant specializing in helping professional service firms scale their client acquisition. He started out as a content creator for a real estate CPA firm, helping them add multiple 7 figures of revenue over 2 years. Now he's taken the lessons learned along the way and helps other professional service firms do the same.

Instagram: https://instagram.com/petervndr?igshid=MmVlMjlkMTBhMg%3D%3D&utm_source=qr YouTube: https://youtube.com/@petervndr?si=ixIeNBBxbYUkz8BG

What you'll hear in this episode:

04:04 Business owners often doubt their content's impact.

06:46 Identify the problem, present an attractive solution.

09:59 Pure education content evolves into attention-grabbing format.

13:51 CPAs should be relatable, knowledge is assumed.

18:57 Enhancing storytelling, collaboration and audience expansion strategies.

21:21 Best at Q and A, brainstorming challenges.

24:16 Regulations, disclaimers, and value in advice.

If you like this episode, check out:

Pricing Blunders That Could Cost You Thousands

How to Build Trust with Your Customers

Why Just Bumping Up Prices Doesn't Cut It

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.

What's the Best Way to Pour Money Into Your Business? Mar 18, 2024

Show notes

In this episode of Keep What You Earn, Shannon tackles an important question for business owners: how to put more money into your business. She breaks down two key ways to inject capital into your business, highlighting the importance of understanding the accounting implications to avoid unnecessary taxes. Shannon provides valuable insights on the strategies to pour money into your business while keeping the process stress-free. Tune in to gain practical advice and empower your business with financial knowledge.

What you'll hear in this episode:

04:25 Transfer money between business and personal tax-free.

If you like this episode, check out:

3 Things You Need to Know Before Buying a Business

How to Introduce Your Kids to Money

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 a Business with Exit Strategy in Mind Mar 15, 2024

Show notes

In this episode of Keep What You Earn, Shannon discusses the importance of building a business with an exit strategy in mind, even if selling the business is not in your immediate plans. She emphasizes the need to create a business that is sellable and appeals to potential buyers, and shares her own insights on how she is working to make her own business more attractive. Shannon delves into the concept of creating processes and systems that can be sold or licensed, without compromising the relationships with existing clients. She also offers valuable resources for new business owners to set up and manage their businesses successfully. Tune in to gain practical tips on building a sellable business and setting it up for future success.

What you'll hear in this episode:

06:27 Licensing or selling recipes and processes for profit.

08:16 Consistent small actions lead to future success.

If you like this episode, check out:

The Best Places to Look to Find Cost Savings

Supercharge Your Income Goals for Real Results

Don't Confuse Productivity with Profitability

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.

Introducing Money to Kids: Where Do You Start? Mar 14, 2024

Show notes

In this episode, discover how to empower your children with valuable money lessons, even if you're not a financial expert yourself. By actively involving them in financial decisions and experiences, you can lay the foundation for a healthier relationship with money and help shape their positive financial narratives. Tune in to learn practical strategies for initiating this journey with your kids.

What you'll hear in this episode:

[2:34] Exploring ways to engage your child in the purchasing journey

[7:11] Educating on the essence and significance of budgeting

[10:40] Emphasizing the value of wise borrowing practices

[12:40] Promoting open discussions about money matters with your children

If you like this episode, check out:

3 Things You Need to Know Before Buying a Business

How to Pour Money Into Your Business

Leaving Your Business as a Legacy with Guillermo Salazar

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.

What to Look for in a Bookkeeper with Misa Bacon Mar 13, 2024

Show notes

In this episode, Shannon continues the conversation with bookkeeping expert Misa Bacon. They dive into what to expect from a bookkeeper, how to vet the right professional for your business, and the importance of communication and personalization in the bookkeeping relationship. Misa shares valuable insights on the different types of bookkeepers, the costs involved, and how small business owners can take control of their bookkeeping journey. If you're looking to streamline your financial processes and set your business up for success, then you won't want to miss this engaging and informative discussion. Tune in to learn more about the essential role of bookkeeping in your business and how to make the most of this crucial aspect of financial management.

Misa Bacon is the Founder and CEO of Perfectly Kept Books and your go-to bookkeeping and QuickBooks Pro. She empowers women entrepreneurs to conquer their financial anxieties. Recognizing that bookkeeping can be daunting, she creates a calming, fun experience that feels like chatting with a supportive friend. Her Texas warmth shines through, making complex financial discussions approachable and stress-free. Driven by a desire to raise her creative daughter in a world of empowered women, Misa champions women-owned businesses, providing empowering bookkeeping services and building strong financial foundations for their success.

Bookkeeping checklist download: https://perfectlykeptbooks.com/resources

Website: https://perfectlykeptbooks.com/

Socials: @perfectlykeptbooks

What you'll hear in this episode:

06:33 Bookkeepers are crucial business partners; liking them matters.

09:15 Hire professionals with human interaction and expertise.

11:01 Open communication essential for business and bookkeeping.

14:22 Consider personal vs corporate bookkeeping services when choosing.

18:35 Success comes at a price, no discounts.

21:20 Start using accounting software early for success.

If you like this episode, check out:

Do You Really Need a Business Plan?

Want to Leave Your Corporate Job? It's Easier Than You Think

3 Reasons to Separate Your Business Money from Personal

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.

Simple Ways to Track Your Books with Misa Bacon Mar 12, 2024

Show notes

In this episode, Shannon welcomes Misa Bacon, founder of Perfectly Kept Books, to discuss the misunderstood world of bookkeeping. Misa shares her passion for helping women entrepreneurs and creatives understand their finances and turn their data into decisions. The episode highlights the importance of customizing bookkeeping to gain valuable insights and addresses the common misconceptions surrounding bookkeeping. Join us as we delve into the practical and approachable side of bookkeeping that can transform your business.

Misa Bacon is the Founder and CEO of Perfectly Kept Books and your go-to bookkeeping and QuickBooks Pro. She empowers women entrepreneurs to conquer their financial anxieties. Recognizing that bookkeeping can be daunting, she creates a calming, fun experience that feels like chatting with a supportive friend. Her Texas warmth shines through, making complex financial discussions approachable and stress-free. Driven by a desire to raise her creative daughter in a world of empowered women, Misa champions women-owned businesses, providing empowering bookkeeping services and building strong financial foundations for their success.

Bookkeeping checklist download: https://perfectlykeptbooks.com/resources

Website: https://perfectlykeptbooks.com/

Socials: @perfectlykeptbooks

What you'll hear in this episode:

03:45 Misa supports women in bookkeeping and business.

09:12 Customizing book categories to fit specific businesses.

12:57 Overview: Report insights simplify financial data analysis.

15:29 Software provides historical data for empowering insights.

19:07 Stage intervention, LLC may miss tax savings.

If you like this episode, check out:

How to Break Free from the Corporate 9 to 5

3 Reasons to Separate Your Business Money from Personal

Do You Really Need a Business Plan?

Want to learn more so you can earn more?

See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

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.

Are Quarterly Taxes Necessary For You? Mar 11, 2024

Show notes

On this episode of Keep What You Earn, Shannon gets into the topic of quarterly estimated taxes. Advocating for a nontraditional approach, she emphasizes the importance of good bookkeeping and understanding how to save money for taxes. Through real-life examples and practical advice, Shannon challenges the conventional wisdom around paying quarterly estimates and urges entrepreneurs to take control of their financial planning. With a focus on tax strategy and meticulous planning, she encourages listeners to consider alternative approaches to managing their tax obligations. Tune in for a unique perspective on quarterly taxes and insightful tips for maximizing your financial resources.

What you'll hear in this episode:

03:28 Save 25-30% of profit for taxes.

08:14 Prepare for quarterly tax estimates, manage cash flow.

11:05 Realign, invest profit back, seize new opportunities.

If you like this episode, check out:

Tax Implications of Digital Product Sales

Determining the Appropriate Salary for an S Corp Owner

Everything You Need to Know About Sending and Receiving 1099s

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.

Is Hiring Your Family the Right Thing to Do? Mar 08, 2024

Show notes

In this episode of Keep What You Earn, Shannon gets into a topic that many entrepreneurs grapple with: the decision of whether to hire family members in their business. She discusses the potential benefits and drawbacks of this choice, offering insights into the unique dynamics and considerations involved. From the inherent sense of loyalty and tax advantages to the challenges of maintaining boundaries and communication, Shannon provides valuable perspectives to help entrepreneurs navigate this complex decision. Tune in to gain valuable insights that can inform your approach to hiring family members in your business.

What you'll hear in this episode:

06:04 Transfer income to family member for tax advantage.

09:05 Maintain boundaries for a healthy relationship.

11:43 Be mindful of family's impact on workplace.

13:17 Transparent partnership, understand and communicate proactively.

If you like this episode, check out:

How My Dad's Advice Shaped My Career and Business Success

The Best Hiring Skill You Need

How to Make Sure Your Pay Aligns with Your Business Structure

Want to learn more so you can earn more?

Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide

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.

Mastering Recruitment: Marketing Strategies with Shannon Mar 07, 2024

Show notes

In this episode of Keep What You Earn, Shannon shares her insights on mastering recruitment and marketing strategies. She discusses the value of being intentional in job descriptions and how it can enhance the hiring process. Shannon sheds light on the success she has had in attracting quality candidates and emphasizes the importance of understanding and demonstrating company values in job descriptions to attract the right talent. She encourages listeners to explore how they can live their values implicitly to attract ideal candidates. Join us as we delve into the world of recruitment and gain valuable tips from Shannon's firsthand experiences.

What you'll hear in this episode:

03:36 Successfully attracting high-quality candidates through unique job descriptions.

07:46 Finding ideal accounting industry employees through marketing.

10:34 Hiring skill: Values, clarity, and authenticity essential.

13:50 Showcase values in job descriptions, implicit demonstration.

If you like this episode, check out:

How My Dad's Advice Shaped My Career and Business Success

How to Make Sure Your Pay Aligns with Your Business Structure

Should You Hire Your Family?

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.

What We Left Behind in Corporate Career Life with Amanda Adams Mar 06, 2024

Show notes

In this episode of Keep What You Earn, Shannon continues her conversation with guest Amanda Adams about their experiences in corporate careers and how they have shaped their approach to building their own practices as self-employed accountants. They discuss the importance of setting boundaries, work-life balance, and prioritizing the type of work and clients they choose to engage with. They also share how they've adapted traditional workplace practices, including hierarchy, job titles, and the value of diversity in professional environments. Join Shannon and Amanda as they reflect on their journeys and share valuable insights that every entrepreneur can benefit from.

Amanda fell in love with accounting before she knew of all the exciting possibilities it possesses. Since then, she has learned a great deal about the accounting industry and even picked up a couple of degrees and a CPA license along the way! Amanda has experience in the day-to-day data entry accounting up to Controller and fractional CFO responsibilities as well as tax return preparation for individuals and small businesses.

LinkedIn: www.linkedin.com/in/amanda-adams-cpa-a381761a6

Watch the episode here: https://youtu.be/Vz7hra1dkx4

What you'll hear in this episode:

05:30 Regained control over time, felt immense freedom.

09:02 Work attire doesn't define success, personal choice.

14:20 Experience doesn't always equal value or knowledge.

18:19 Supporting, noticing similarities, and building strong teams.

20:18 Essential resources for starting or cleaning business.

If you like this episode, check out:

How to Break Free from the Corporate 9 to 5

Best Ways to Negotiate Business Deals

3 Reasons to Separate Your Business Money from Personal

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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