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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:

Challenges of Succeeding in Corporate and Accounting with Amanda Adams Mar 05, 2024

Show notes

Today we're joined by Amanda Adams, a fellow CPA and business owner who's here to share her journey and the trials we face in the corporate accounting world. Amanda sheds light on the demanding work culture in big accounting firms and we dive into our shared experiences as women navigating this space while juggling family life.

Together, we tackle the uncomfortable but critical conversations about appearance pressures, outdated dress codes, and the constant push for availability that's become the norm in our industry. This candid talk also covers societal changes, pandemic-led shifts in workplace dynamics, and how these factors play into women's career opportunities and work-life balance.

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/7UjbSoI8Kpo

What you'll hear in this episode:

07:45 Flexible work hours lead to initial confusion.

09:35 Desire for flexibility in remote work hours.

15:05 Social pressure to conform to appearance standards.

17:45 Hindsight's 2020: Evolve, learn, and drive change.

20:59 Limited encouragement to express self-worth led to exploitation.

24:58 Gender inequality in accounting and career impact.

28:07 Not receiving what I'm giving, leaving.

29:55 Office phones were literally shackles to employees.

33:08 Remembering bad incidents shapes company behavior.

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?

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 Power of Diverse Mastermind Groups for Comprehensive Growth Mar 04, 2024

Show notes

In this episode of "Keep What You Earn," Shannon delves into the concept of mastermind groups and their potential impact on business growth. She breaks down three types of masterminds entrepreneurs should consider and provides valuable insights on how to approach each one for maximum return on investment. Shannon emphasizes the importance of building meaningful connections within these groups and highlights the benefits of engaging with peers, mentors, and potential clients. With her expertise as a CPA and business owner, Shannon offers practical advice for entrepreneurs at different stages of their business journey. Tune in to gain valuable perspective on leveraging diverse mastermind groups for comprehensive growth.

What you'll hear in this episode:

04:44 Lunch tables sparked connections and support.

07:53 Connect with influential peers and join mastermind.

10:53 Seek ideal client groups for maximum success.

14:11 Enter with clear objective, avoid aimless browsing.

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?

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.

Exploring Alternatives to Capital Fundraising for Your Business Mar 01, 2024

Show notes

On this episode of Keep What You Earn, Shannon addresses the common struggle of business owners facing cash flow crunches. Rather than immediately turning to capital fundraising, she offers creative alternatives to inject cash into a business. Shannon's insight sheds light on the potential risks and commitments involved in taking on investors, encouraging entrepreneurs to consider temporary solutions for temporary problems. Listeners are prompted to think outside the box and explore diverse options to meet their objectives without committing to more than they bargained for. Stay tuned to gain valuable perspectives and strategies for navigating challenging economic climates as an entrepreneur.

What you'll hear in this episode:

06:10 Raising money for new product launch options.

08:11 Navigate economy wisely and consider different paths.

If you like this episode, check out:

Why Is It Hard to Find a Good Tax Pro?

Asset vs. Expense: What's The Difference?

Don't Leave These Terms Out of Your Contracts

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.

Creating an Outstanding Customer Service Experience Feb 29, 2024

Show notes

Today, Shannon delves into the essential strategies for creating an outstanding customer service experience. She emphasizes the importance of balancing processes and efficiencies with the personal touch and customization that customers appreciate. By sharing practical tips and examples, she challenges the notion that exceptional customer service is unattainable without sacrificing scalability. Throughout the episode, she explores the concept of quick wins, the significance of listening and anticipating customer needs, and the value of doing what's not scalable until it becomes necessary. Shannon's insights provide a refreshing perspective on providing exceptional customer service while also setting the stage for future growth. So, get ready to gain valuable knowledge on revolutionizing your customer service experience without compromising efficiency.

What you'll hear in this episode:

04:29 Deliver quick wins to impress and build momentum.

06:52 Anticipate problems and create convenient solutions.

12:13 Founder must engage with customers for success.

13:51 Staff wows customers by personalizing their experience.

17:30 Prioritize exceptional customer experience, avoid scope creep.

If you like this episode, check out:

Reviving Business Boredom

Unlocking the Secrets of My SOPs

What Qualifies as a Deduction

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.

How to Implement Chat Funnels for Instagram with Natasha Willis Feb 28, 2024

Show notes

In this episode of Keep What You Earn, host Shannon Weinstein continues her fascinating conversation with Natasha Willis, co-founder of School of Bots. Natasha has already provided valuable insights into leveraging chat funnels to grow social media following, qualify leads, and build an email list. In part two, they delve deeper into the implementation of chat funnels, discussing specific use cases and the typical results one can expect from such a strategy.

Natasha shares practical tips on using various types of posts on Instagram to trigger automated direct messages, the value of automated responses to comments on posts, and the importance of steering the conversation towards qualifying potential clients. They explore how chat funnels can streamline customer support through FAQs and gather valuable client information for future interactions.

Natasha Willis is the co-founder of School of Bots, where she and her team have generated over $50M in revenue for clients like Russell Brunson, Jenna Kutcher, Amy Porterfield, Dean Graziosi, Mindvalley, and more. School of Bots helps online businesses use "Chat Funnels" to generate qualified leads and sales every time they post on Instagram and Facebook.

Instagram: instagram.com/natashatwillis LinkedIn: https://www.linkedin.com/in/natashatakahashi/ YouTube: youtube.com/schoolofbotsSchool of Bots Instagram: instagram.com/schoolofbots

What you'll hear in this episode:

03:50 Send initial message, ask for email, deliver.

08:57 Automate data collection, simplify decision-making with choices.

12:18 Clarify and respond to messages with care.

14:41 Consistent posting, ROI, clear ownership for success.

18:51 Emotional benefits and relief from posting consistent content.

If you like this episode, check out:

Stop Shrinking Yourself in the Name of Saving

Maximize Your Income with the Help of a CFO

Staying Motivated in Times of Stress

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.

Why to Use Chat Funnels in Your Social Strategy with Natasha Willis Feb 27, 2024

Show notes

In this episode of "Keep What You Earn," we delve into the fascinating world of chat funnels with Natasha Willis, the co-founder and COO of School of Bots. Shannon and Natasha explore the evolution and practical applications of chat funnels, a powerful tool in social media strategy. They discuss how automation can enhance engagement while maintaining authenticity and trust. Natasha shares insights on the benefits of using chat funnels for lead generation, customer support, and sales within various business models. The episode invites listeners to explore innovative ways of leveraging chat funnels to make a meaningful impact on their online businesses. Join us for an engaging discussion that reveals the potential of chat funnels in transforming your social media presence.

Natasha Willis is the co-founder of School of Bots, where she and her team have generated over $50M in revenue for clients like Russell Brunson, Jenna Kutcher, Amy Porterfield, Dean Graziosi, Mindvalley, and more. School of Bots helps online businesses use "Chat Funnels" to generate qualified leads and sales every time they post on Instagram and Facebook.

Instagram: instagram.com/natashatwillis LinkedIn: https://www.linkedin.com/in/natashatakahashi/ YouTube: youtube.com/schoolofbotsSchool of Bots Instagram: instagram.com/schoolofbots

What you'll hear in this episode:

05:15 Core focus on sales, lead gen growth.

07:55 Current options for promoting product through Instagram.

11:46 Instagram automation is different from spamming bots.

15:48 Enhance engagement with app's native features.

19:44 Follow up with conversation to qualify leads.

23:23 Casual vibe, engaging content, creative call-to-actions suggested.

If you like this episode, check out:

Stop Shrinking Yourself in the Name of Saving

Maximize Your Income with the Help of a CFO

Staying Motivated in Times of Stress

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.

Blue Oceans are All Around Us Feb 26, 2024

Show notes

Shannon explores the concept of blue ocean strategy as she shares her experience of living in Costa Rica and the unique business opportunities she has observed. She discusses the untapped market potential and how businesses are thriving by offering products and services that are not commonly available in the area. Shannon encourages entrepreneurs to consider expanding beyond their immediate market and shares insights on identifying unsaturated markets. Additionally, she offers valuable resources for new business owners, addressing common concerns around business setup and compliance. Join us as we dive into the world of blue oceans and discover the untapped opportunities awaiting entrepreneurs.

What you'll hear in this episode:

03:40 Unique homemade bagel shop with exclusive sales.

09:23 Open your mind to new markets.

If you like this episode, check out:

Stop Shrinking Yourself in the Name of Saving

Maximize Your Income with the Help of a CFO

Staying Motivated in Times of Stress

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.

Best Practices to Collect Cash from Customers Faster Feb 23, 2024

Show notes

In this episode of "Keep What You Earn," Shannon discusses the often overlooked aspect of business - collecting cash from customers. She shares the importance of distinguishing between sales contracted and cash collected, offering valuable insights into accelerating cash collection and setting clear policies for overdue payments. Shannon emphasizes the role of accountability in managing cash flow and provides practical tips for handling outstanding invoices. Tune in to learn how to effectively navigate the financial side of your business and ensure a smoother cash collection process.

What you'll hear in this episode:

04:14 Monitor cash flow and celebrate sales cautiously.

08:54 Initial follow-up, escalate to termination if necessary.

11:47 Offer flexible payment options to improve collections.

If you like this episode, check out:

How to Generate Cash Without Increasing Price

The Best Places to Look to Find Cost Savings

Supercharge Your Income Goals for Real Results

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.

Tax Implications of Digital Product Sales Feb 22, 2024

Show notes

Shannon delves into the complex world of tax implications for digital product sales. As online businesses have flourished, offering digital products has become increasingly popular. Shannon breaks down the sales tax considerations for digital products and the various factors that play into whether they are subject to tax in different states. Listeners will learn about the intricacies of state sales tax laws, thresholds for nexus, and the importance of tracking sales in various states. Throughout the episode, Shannon provides valuable insights and practical advice for ensuring compliance and navigating the often confusing terrain of digital product sales tax. Tune in to gain a deeper understanding of this crucial aspect of online business, and discover essential tips for staying on the right side of the law while maximizing your digital product sales.

What you'll hear in this episode:

05:55 Selling digital products may be taxable by state.

07:00 Consider sales tax when selling digital products.

11:41 Navigating sales tax rules for selling digital products.

If you like this episode, check out:

Determining the Appropriate Salary for an S Corp Owner

Everything You Need to Know About Sending and Receiving 1099s

Maximizing Finances: Tax & Accounting Synergy

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.

Managing $1B in Multifamily Transactions, Motherhood and Building an Unshakeable Mindset with Veena Jetti Feb 21, 2024

Show notes

In this special episode of Keep What You Earn, we continue our conversation with Veena Jetti, a powerhouse in multifamily real estate transactions, and a dedicated mom. Veena shares her journey as a successful professional and a devoted mother of twins, providing valuable insights on managing multiple roles and the importance of seeking help without feeling guilty. She also reveals the pride she takes in influencing and impacting others, highlighting the significance of community and uplifting others. Veena sheds light on the power of surrounding oneself with like-minded individuals and the value of sharing solutions in building strong relationships. Additionally, she discusses attracting investors and provides a wealth of information on alternative investments and tax-efficient opportunities in real estate. This episode is packed with valuable lessons and practical advice, offering a unique perspective on professional success and personal fulfillment. Don't miss this enlightening conversation with Veena Jetti!

Veena Jetti is the founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. Veena brings a dynamic perspective to targeting, acquiring, managing, and operating assets using best practices

combined with cutting edge technologies. Veena also leads a Facebook

Community Called Mastering Multifamily with Veena Jetti.

After graduating from the University of Illinois at Chicago with a degree in Finance

at 20 years old, she pursued her passion for real estate. Veena has over a decade

of real estate experience and a $1Billion in multifamily transactions in her own

portfolio.

Veena is also a passionate philanthropist. In 2017, she was one of only three women to

receive the Politico Woman of the Year award for the significant amount of time and

focus she spent on aiding in a grassroots Hurricane Harvey disaster response.

Facebook Community: https://www.facebook.com/groups/482404780511836

Youtube:https://www.youtube.com/@veenajetti1

Instagram:www.instagram.com/veenajetti

Masterclass:https://mastering-multifamily-with-veena-jetti.teachable.com/courses/

LinkedIn: https://www.linkedin.com/in/veena-jetti/

What you'll hear in this episode:

03:20 Celebrating together, but impact on others matters most.

06:58 Share workload, outsource tasks, improve relationship dynamics.

10:49 Envious of your best life, interested in details.

14:24 Exposure changes perceptions, surrounding yourself with people.

18:57 Work with supportive people, help succeeding together.

20:49 Vive Funds attracts high-income professional investors.

If you like this episode, check out:

How to Build Trust with Your Customers

How to Have a Successful Podcast

Navigating Networking When You're Not a Fan of Events

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.

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