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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:

Leaving Your Business as a Legacy with Guillermo Salazar Jan 24, 2024

Show notes

On this episode, Shannon and guest Guillermo Salazar delve into the complexities of passing on a family business to the next generation. They explore the challenges of getting the next generation engaged in the business and discuss the importance of maintaining the value of the business through effective succession planning. Guillermo shares insights from his book, "A Road to Triumph in Family Business," and highlights the significance of communication, defining the purpose of the family business, and setting clear rules. Join us as we uncover valuable lessons on leaving your business as a legacy and navigating the intricacies of family businesses.

Guillermo Salazar is an advisor to family enterprises on the governance models and strategies required for successful family governance and leadership succession. Earlier in his career, Mr. Salazar was a member of the management team for his family's second-generation family business. He has also served as a board member for privately held family enterprises in the U.S. and Latin America. He speaks to family enterprises at education programs and private family meetings around the world. In 2015, he was the recipient of the FFI International Award and in 2023 he was inducted in The Hall of Fame of Family Business. He is author of several books. https://www.linkedin.com/in/guillermosalazar/

https://www.youtube.com@guillermosalazar9208/

https://twitter.com/guillermoexaudi

What you'll hear in this episode:

05:02 Take ownership of decisions, plan for succession.

09:45 Frame transparency, share successes, enrich lived experiences.

12:06 Business mindset must engage the younger generation's curiosity.

If you like this episode, check out:

How to Introduce Your Kids to Money

How to Pour Money Into Your Business

How to Build a Sellable Business with Arthur Petropoulos

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.

Managing the Dynamics of a Family Business with Guillermo Salazar Jan 23, 2024

Show notes

In today's episode, we're getting into the intricacies of managing and navigating family businesses with special guest Guillermo Salazar. Guillermo, an experienced family business advisor, sheds light on the challenges and dynamics of family-owned enterprises, offering valuable insights and strategies. Listeners will gain a deeper understanding of the importance of setting clear rules, creating a shared vision, and establishing a balanced structure for the successful integration of family dynamics into business operations. Join us as we explore the intersection of family relationships and business, offering practical advice for maintaining harmony and direction in family-owned businesses.

Guillermo Salazar is an advisor to family enterprises on the governance models and strategies required for successful family governance and leadership succession. Earlier in his career, Mr. Salazar was a member of the management team for his family's second-generation family business. He has also served as a board member for privately held family enterprises in the U.S. and Latin America. He speaks to family enterprises at education programs and private family meetings around the world. In 2015, he was the recipient of the FFI International Award and in 2023 he was inducted in The Hall of Fame of Family Business. He is author of several books. https://www.linkedin.com/in/guillermosalazar/

https://www.youtube.com@guillermosalazar9208/

https://twitter.com/guillermoexaudi

What you'll hear in this episode:

03:34 Family business growth: organic, complex, role confusion.

06:47 Family business is a complex, intertwined system.

10:33 Establish specific forums for decision-making and boundaries.

13:42 Commitment based on shared dream leads success.

17:28 Promote family bonding and guide future legacy.

20:01 Fears about legal setup can hinder entrepreneurship.

If you like this episode, check out:

How to Introduce Your Kids to Money

How to Pour Money Into Your Business

How to Build a Sellable Business with Arthur Petropoulos

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 Empower Your Sales Team with Jason Weinstein Jan 22, 2024

Show notes

Join Shannon and her husband, Jason, from the car on a trip visiting family as they chat about business and Jason shares some wisdom from his years of running his sales teams. Jason recently exited his business of 17 years and considers sales to be his biggest strength and key to success.

What you'll hear in this episode:

05:11 Consistent pitch leads to consistent results.

09:29 Starting with questions, using forms to gather pain points.

12:05 Sales should be consultative, not high-pressure. Incentives drive successful commission structures.

16:36 Used Excel to determine required sales targets.

19:06 Customer values relationship and service over price.

If you like this episode, check out:

How to Set a Pattern of Success for 2024

How to Create More Accurate Forecasts

Why Building a Sellable Business Should Be Your Goal

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.

3 Things You Need to Know Before Buying a Business Jan 19, 2024

Show notes

In this episode, Shannon breaks down the essential factors to consider before acquiring a business. She emphasizes the importance of evaluating the people, processes, and profit of a business, whether you're buying, starting, or even planning to sell a business. Through real-life examples and practical advice, Shannon provides valuable insights to help listeners make informed decisions and set their businesses up for success. Tune in to gain expert tips and advice on navigating the world of business acquisitions and profitability.

What you'll hear in this episode:

04:59 Importance of systems, processes, and clear expectations.

10:39 Focus on profitable businesses, solid operations, and growth.

If you like this episode, check out:

4 Steps to Start Your Investing Journey with Tess Waresmith

The Four Elements of a Strong Financial Plan with Travis Gatzemeier

Simple Ways to Wealth with Hilary Hendershott

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.

Reviving Business Boredom Jan 18, 2024

Show notes

Is your business lacking excitement? Occasionally, you might find yourself back in the grind, dreading Mondays as if you're just working a job. It's not uncommon for even highly accomplished entrepreneurs to voice their boredom and discontent with their thriving businesses simply because they're feeling uninspired. In this episode, I delve into my insights on business boredom and offer strategies to reduce distractions.

What you'll hear in this episode:

[1:51] What's causing your business to become monotonous?

[4:20] Explore various alternatives when you find yourself getting bored with your business.

[7:10] The source of your income doesn't necessarily have to be the source of your happiness.

If you like this episode, check out:

Unlocking the Secrets of My SOPs

What Qualifies as a Deduction

What is a W-9 and Who is Required to Have One

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.

Tools to Unlock 10X Growth in Your Business with Jim Emerich Jan 17, 2024

Show notes

Today we are sitting down with the incredibly knowledgeable Jim Emerich, founder of Backbone CFO. From accidental guru to virtual financial maestro, Jim has carved a niche in helping businesses achieve exponential growth. Do you struggle with cash flow forecasting? Are the financial complexities of growth leaving you overwhelmed? Well, Jim's got the tools and insights that could unlock a 10X revolution in your business. And if you've ever considered the fractional CFO world, Jim's personal journey is a template for success.

Jim has held positions such as Chief Financial Officer and Vice President of Finance, has been exposed to financing efforts up to $100 million dollars, mergers and acquisitions, multi-year strategic planning, and more. Despite a decade of success in corporate finance, when he fell asleep at work, he knew he didn't want the mundane and decided to embark on his entrepreneurial journey. He's a husband, father of five, and the founder of Backbone CFO which he launched in 2020 with the aim of helping business owners align with the right person and strategy to find financial clarity, time, and fulfillment.

LinkedIn: https://www.linkedin.com/in/jamesemerich/ Website: https://www.backbonecfo.com

What you'll hear in this episode:

04:30 Quit job, started business, time to trust.

07:39 Businesses need to plan and track finances.

12:58 Entrepreneurs need mindset shift for financial decisions.

13:55 "Consider business expenses and goals accordingly."

17:27 Entrepreneurs should bring in specialist assistance.

22:52 Challenging, rewarding environment for entrepreneurial tax professionals.

If you like this episode, check out:

How to Create More Accurate Forecasts

Why Building a Sellable Business Should Be Your Goal

How to Know if a CFO Power Session is for You

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.

Secrets to Find a Stellar CFO with Jim Emerich Jan 16, 2024

Show notes

In this episode of "Keep What You Earn," Shannon is joined by Jim Emerich, CEO of Backbone CFO, as they delve into the secrets to finding a stellar CFO for your business. They discuss the importance of hiring a CFO at the right time, the qualities to look for in a fractional CFO, and the value of having a strong professional network to support your business growth. Jim shares practical tips for evaluating and connecting with the right financial professionals. This episode offers actionable insights and valuable resources for entrepreneurs looking to make informed decisions about their financial support team. Join us as we learn from Jim Emerich about the essential role of a CFO in business growth and success.

Jim has held positions such as Chief Financial Officer and Vice President of Finance, has been exposed to financing efforts up to $100 million dollars, mergers and acquisitions, multi-year strategic planning, and more. Despite a decade of success in corporate finance, when he fell asleep at work, he knew he didn't want the mundane and decided to embark on his entrepreneurial journey. He's a husband, father of five, and the founder of Backbone CFO which he launched in 2020 with the aim of helping business owners align with the right person and strategy to find financial clarity, time, and fulfillment.

LinkedIn: https://www.linkedin.com/in/jamesemerich/ Website: https://www.backbonecfo.com

What you'll hear in this episode:

05:18 Consider fractional CFO once revenue exceeds seven figures.

07:55 Fractional CFO not just bookkeeper, CPA, tax pro.

09:16 Podcast emphasizes growth, financial management, and advisors.

13:59 Recommend understanding theory of value flow in services.

16:31 Outsourcing builds value and client reliance.

19:49 Entrepreneurs vetting, connecting based on shared values.

If you like this episode, check out:

How to Create More Accurate Forecasts

Why Building a Sellable Business Should Be Your Goal

How to Know if a CFO Power Session is for You

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.

How to Build Trust with Your Customers Jan 15, 2024

Show notes

In this episode of Keep What You Earn, Shannon dives into the crucial elements of building trust with your customers. She breaks down the commonly known "know, like, trust" concept and introduces her own equation for trust: relationship plus reliability. Shannon emphasizes the importance of not just being likable, but also consistently demonstrating commitment and reliability to earn the trust of your audience. Drawing from her own experiences and interactions with clients, she illustrates how investing time and effort in building trust can lead to long-term, sustainable relationships with your ideal customers. Join Shannon as she shares valuable insights and actionable strategies to enhance the trust-building process in your business.

What you'll hear in this episode:

05:11 Building trust through content for business success.

08:40 Build trust through reliability and commitment.

If you like this episode, check out:

Why Just Bumping Up Prices Doesn't Cut It

How to Have a Successful Podcast

What Latin Music Can Teach You About 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.

3 Reasons to Separate Your Business Money from Personal Jan 12, 2024

Show notes

In this episode, Shannon delves into the crucial topic of separating business and personal finances. With her expert insight, she explores three concrete reasons why it's essential to maintain this division. From the impact on tax organization and IRS audits to potential legal ramifications, Shannon provides valuable advice on the far-reaching benefits of this practice for business owners.

What you'll hear in this episode:

05:06 IRS agents expect honesty and organization. Trust matters.

09:17 Commingling funds can pierce corporate veil.

10:46 Separate business and personal to build habits.

If you like this episode, check out:

Why You Need More Than One Type of Mastermind

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

Do You Really Need a Business Plan?

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.

Investing in Your Image with Tannya Bernadette Jan 11, 2024

Show notes

Prepare to journey through the world of fashion psychology, as we discuss the challenge of standing out and the empowerment in fashion individuality. We'll discuss staples for any entrepreneur's wardrobe and why it's essential for business owners to present themselves confidently.

Tannya will share tips on how to rediscover your style and elevate your professional appearance, all while ensuring comfort and authenticity. She'll also touch on the societal stigmas of investing in fashion and how to strike the perfect balance between high-end and everyday wear.

Whether you're giving a presentation, running a business, or recording a podcast, your image matters. Let's get ready to peel back the layers of what it truly means to "Invest in Your Image." Join us for a candid chat about style, confidence, and the personal growth that comes from both. Don't miss out!

In 2009, Tannya Bernadette launched a business dedicated to empowering busy men and women to shop with ease and intention. The power in her work as a personal stylist comes from understanding her clients goals to help them build a full wardrobe of outfits that match their body, life, and how they want to show up.

Aside from hosting The Closet Edit podcast, Tannya has been featured on and partnered with Seattle's Top Dating Photographer, NW Mom Magazine, Simply Matchmaking, Seattle Magazine, Q13, King 5 News, K & L Gates, Vince, Alice + Olivia, and more.

Website: https://myclosetedit.com/Instagram: https://www.instagram.com/tannyabstyle/ YouTube: https://www.youtube.com/channel/UCXhQ_dCyJXnjBY6BTTs6eWQ

What you'll hear in this episode:

04:37 Style evolution from corporate to personal freedom.

07:01 Choosing versatile and timeless pieces for wardrobe.

10:20 Appearance and attitude important in job interviews.

14:19 Stage attire must enhance and reflect personality.

17:23 Choosing authenticity over expectations, reconnection, staying true.

19:28 Create your own style, feel comfortable, confident.

23:07 Importance of having a stylist for shopping.

28:18 Woman struggles with wearing accessories and makeup.

29:49 Seattle residents face judgment over dressing habits.

If you like this episode, check out:

Why Just Bumping Up Prices Doesn't Cut It

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?

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.

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