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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:

Everything You Need to Know About Sending and Receiving 1099s Jan 10, 2024

Show notes

Welcome to episode 470 of Keep What You Earn, the podcast where we break down complex financial concepts for entrepreneurs. In this episode, Shannon shares the ins and outs of 1099s. She covers everything from who needs to file them and who needs to receive them, to what to do if you receive a 1099 from a customer. Whether you're a seasoned business owner or just starting out, this episode has everything you need to know about handling 1099s, just in time for the upcoming deadline. So, get ready to dive into the world of 1099s with Shannon.

What you'll hear in this episode:

06:21 Contractors go through the 1099 filtration system in QuickBooks.

07:26 Consistently name payees, issue 1099, W-9.

13:46 Communicate potential tax reporting errors tactfully. Plan.

15:49 Report 1099 NEC income with Schedule C.

If you like this episode, check out:

How to Stop Feeling Unprepared For Tax Time

Unlocking Business Success: Mastering the Art of the Accountable Plan

The Truth Behind TikTok Tax Strategies

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.

Why Sales is a Wealth-building Tool with Ro Shah Jan 09, 2024

Show notes

In today's can't-miss episode, we've got an exceptional conversation lined up with our esteemed guest, Ro Shah. Today, we're unlocking the secrets of sales as a wealth-building tool and why mastering it is non-negotiable for your business's growth.

Ro, known for her expertise in coaching women in the financial industry, will share her insights into how overcoming the fear of selling and choosing mentorship are key to professional development and success. We'll delve into the deep end of why reliance on referrals might not be the silver bullet for your business and how honing marketing skills can significantly boost your independent lead generation efforts.

As Ro unfolds her knowledge, we'll draw from examples of triumphant women in finance who've stamped their presence on platforms like Instagram. She'll also give us the skinny on how knowing your ideal client and choosing the right social media platform can make all the difference.

Personal anecdotes from both Ro's journey as a sales coach and my own experiences as a CPA and business owner will give you that insider's look into the challenging yet rewarding world of sales. Plus, we'll also touch on the psychological barriers faced by many women in finance, shedding light on the value of one's services and the power of charging what you're truly worth.

By the end of our episode, not only will you be inspired to reframe your approach to sales, but you'll also be equipped with practical strategies to forge longer-lasting client relationships and elevate your entrepreneurial venture.

Ro helped over 100 Money Coaches, Bookkeepers, and Accountants make their first sale and grow their businesses by learning Sales strategies to book out. As an agency owner who has managed teams of 10+ I understands the value of growing fast and keeping your sanity at the same time. Host of the industry leading podcast for WOC in finance to empower them to create 5 figure months in their business

Instagram: instagram.com/theroshah

YouTube: https://youtube.com/@financeclientacquisition725

Website: theroshah.com

LinkedIn: linkedin.com/shahroma

What you'll hear in this episode:

04:16 Financially savvy women lack crucial sales skill.

09:34 Women in finance facing undervaluation seek support.

10:31 Seeing someone like you makes it tangible.

16:45 Key focus: 95% lead generation, 5% social media.

20:25 Works with entrepreneurs starting or scaling businesses.

23:22 Fear of selling; reading books on business.

27:10 Leverage referrals, find aligned clients, build trust.

If you like this episode, check out:

How to Introduce Your Kids to Money

How to Pour Money Into Your Business

The Four Elements of a Strong Financial Plan with Travis Gatzemeier

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.

Maximizing Finances: Tax & Accounting Synergy Jan 08, 2024

Show notes

Today, Shannon discusses the importance of having a strong collaboration between tax and accounting professionals in order to maximize finances. She explains the distinctions between tax professionals and accountants, emphasizing the need for bookkeeping and financial statements to be properly managed and shared with the tax pro. Shannon highlights the value of consistent financial updates throughout the year, likening it to regular weigh-ins for a successful weight loss program. She explores the pros and cons of sourcing both tax and accounting services from the same place, and advises listeners on how to prioritize industry focus or end-to-end service. Tune in to gain valuable insights on optimizing your financial operations.

What you'll hear in this episode:

05:39 Procrastination complicates professionals' workflow, creates urgency. 06:57 Consistent bookkeeping enables informed decision making. 12:46 Decide industry focus or service-based approach. 14:18 Choose selectively who handles your financial affairs.

If you like this episode, check out:

Unlocking Business Success: Mastering the Art of the Accountable Plan

The Truth Behind TikTok Tax Strategies

Harness the Benefits of an Accountable Plan in Your Business

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 Play in the Gray When it Comes to Your Taxes Jan 05, 2024

Show notes

Today I'll be diving into the world of playing in the gray areas of tax codes. I'll be sharing some valuable insights on how to navigate potential gray areas in taxes, along with offering examples and advice on making a solid business case for deductions. Throughout the episode, I'll provide practical strategies for entrepreneurs looking to maximize tax advantages while staying compliant. Tune in to learn how to equip yourself with the right tools to minimize risk and ensure a successful financial journey for your business.

What you'll hear in this episode:

03:49 Record and discuss financial plans thoroughly. 07:10 Infrequent use of extravagant clothing for work. 11:09 Deductions should make a significant impact. 14:17 Understanding manufacturing and tax code for entrepreneurs. 17:03 Evaluate honestly; find a match in risk.

If you like this episode, check out:

3 Steps to Preventing Tax Season Stress

The Power of a Tax and Accounting Combo Team

The Truth Behind TikTok Tax Strategies

Want to learn more so you can earn more?

Click here to take our Podcast Listener Survey - we appreciate your feedback!

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.

Integrating AI Into Your Team and Processes with Mike Abramowitz Jan 04, 2024

Show notes

Today, we're diving in with the innovative Mike Abramowitz.

Prepare to be inspired as Mike walks us through his own transformation, embracing AI for unprecedented time and financial freedom. We'll learn creative AI uses, such as crafting customized grocery lists, and dissect the 10-80-10 approach that's reshaping task delegation.

As we navigate the potential of AI in simplifying and enhancing business operations, Mike will share insights on how these technologies have fueled his financial success and helped entrepreneurs reclaim their time.

Mike Abramowitz has 20 years of direct sales experience training 5000+ sales reps for $17M sold, has 9 books in the self help space, and founded PB&J for Tampa Bay. He has scaled his several 6 figure businesses and non profit to be run without him so he can experience time freedom that he desires.

He's a busy father and husband who helps other busy entrepreneurs implement systems in their businesses by leveraging automation and delegation to help business operators become business owners and truly experience the financial and time freedom that drew them to entrepreneurship in the first place.

He has a podcast called The Better Than Rich Show and a community called Automate, Delegate, Systemize.

Facebook: https://www.facebook.com/betterthanrich

LinkedIn: https://www.linkedin.com/company/betterthanrich

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

YouTube: https://www.youtube.com/c/BetterThanRich

Website: https://va.betterthanrich.com

Facebook Group: https://www.facebook.com/groups/betterthanrichshow

Twitter: https://twitter.com/betterthan_rich

TikTok: https://www.tiktok.com/@betterthanrich

What you'll hear in this episode:

09:40 Encourage coaching and feedback for long-term gains.

12:33 McDonald's work taught valuable business lessons.

14:19 Adapting to innovation through the smartphone analogy.

16:58 Transitioned from direct sales to tech-savvy entrepreneur.

22:07 Creative tool with versatile business applications.

25:33 AI can repurpose content to boost visibility.

29:17 Developing admin tasks, using AI and team.

30:56 Implementing AI in writing requires human oversight.

34:54 Efficiently streamlining client podcast review process.

37:24 Choose objectives wisely, then use appropriate tools.

If you like this episode, check out:

Unlocking the Secrets of My SOPs

What Qualifies as a Deduction

How to Deliver an Exceptional Customer Experience

Want to learn more so you can earn more?

CFO On Demand click here

Click here to take our Podcast Listener Survey - we appreciate your feedback!

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.

Minimizing Tax Season Anxiety with Three Simple Steps Jan 03, 2024

Show notes

Navigating tax season may not be the highlight of your year, but fear not! In this episode, I unveil three invaluable tips that can transform this mundane task into a stress-free experience. Brace yourself for a spoiler – it's not about burdening yourself with additional tasks; rather, it's about smart strategies that alleviate the pressure without adding more to your plate.

What you'll hear in this episode:

03:33 Outsourcing bookkeeping can save you time. 07:38 Start now, don't wait, organize tax documents. 10:25 Organize documents for tax preparation in one system. 13:45 Hiring a professional: communication and meetings control. 17:48 Good teachers are key to success.

If you like this episode, check out:

Unlocking Business Success: Mastering the Art of the Accountable Plan

The Truth Behind TikTok Tax Strategies

Harness the Benefits of an Accountable Plan in Your Business

Want to learn more so you can earn more?

Click here to take our Podcast Listener Survey - we appreciate your feedback!

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.

Keeping Your Customers to Drive Growth with Ali Cudby Jan 02, 2024

Show notes

Join us as Ali illuminates the essential strategies for keeping your customers loyal and driving business growth. Discover why nurturing customer relationships extends well beyond the initial sale and learn how truly understanding your customer base can lead to unparalleled success.

From tackling the misconceptions of the "customer is always right" philosophy to defining and engaging with your most loyal customer segments, this episode will challenge you to think differently about sales and service.

Do not miss out on these expert strategies for building trust and maximizing customer satisfaction. Let's dive into a conversation that could revolutionize the way you do business.

Ali Cudby is a renowned customer retention expert and the CEO of Alignmint Growth Strategies. With over 15 years of experience advising startups and global companies, Ali specializes in transforming customer experience, increasing lifetime value, and building customer loyalty. She's also the author of the #1 bestseller "Keep Your Customers." Ali is passionate about helping businesses thrive through post-sale customer outcomes and practical, research-backed strategies.

Website: alignmintforgrowth.com

LinkedIn: https://www.linkedin.com/in/alicudby/

What you'll hear in this episode:

05:29 Marketplace mindset: hunting and farming both essential.

06:26 Clear and consistent customer engagement for success.

11:27 Partnering for specialized services for customer retention.

15:19 Listening to customers drives business growth and satisfaction.

16:36 Emphasis on keeping loyal customers in business.

22:32 Evaluate detractors, utilize Net Promoter Score effectively.

24:37 Relying on one metric misses multiple dimensions.

30:10 Identifying ideal clients based on desires and fit.

30:57 Realized need for lasting client relationships post-Covid.

If you like this episode, check out:

Why Simply Raising Prices Isn't Enough

What Latin Music Can Teach You About Business

How to Have a Successful Podcast

Want to learn more so you can earn more?

Download the Money Pro Matchmaker tool here

Click here to take our Podcast Listener Survey - we appreciate your feedback!

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 Set a Pattern of Success for 2024 Jan 01, 2024

Show notes

Hey there, on today's episode of Keep What You Earn, I'm excited to unpack how to set up for a successful 2024. I'll be diving into four key strategies to help you achieve your goals, from committing to your priorities and holding yourself accountable, to surrounding yourself with the right people and influences. Join me as we explore how to cultivate authentic relationships, seek valuable support, and navigate the confusing world of accounting and tax. Let's set a pattern of success for the year ahead and gain valuable insights on how to grow our business and personal wealth.

What you'll hear in this episode:

06:26 Utilize social media to grow your network. 10:00 Surround yourself with accountable, supportive, and loyal people.

If you like this episode, check out:

[3 EPISODES WITH SIMILAR TOPICS] - use KWYE Framework, ditch categories

Want to learn more so you can earn more?

Download the Money Pro Matchmaker tool here

Click here to take our Podcast Listener Survey - we appreciate your feedback!

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 Stop Feeling Unprepared For Tax Time Dec 29, 2023

Show notes

Today I'm diving into the crucial steps entrepreneurs can take to eliminate tax season stress. As a CPA and business owner, I'm sharing practical tips to ensure a smoother tax preparation process. From the importance of proper bookkeeping to setting clear expectations with your accountant, these insights offer valuable guidance for business owners. You will also find a valuable tool for organizing tax documents and learn the benefits of proactive communication with your accountant.

What you'll hear in this episode:

05:53 Establish tax season expectations with your accountant. 08:46 Create inventory list, organize important documents securely. 10:58 Keep all tax documents in one place.

If you like this episode, check out:

The Truth Behind TikTok Tax Strategies

Harness the Benefits of an Accountable Plan in Your Business

The Tax Impact of Selling Digital Products

Want to learn more so you can earn more?

Transform your small business journey – download the Small Business $tarter Kit here.

Click here to take our Podcast Listener Survey - we appreciate your feedback!

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 Use HSAs to Save on Taxes with Austin Preece Dec 28, 2023

Show notes

Welcome to another exciting episode of Keep What You Earn! Today, I am bringing you all the insider insights into Health Savings Accounts (HSAs) and how they can be a game-changer for saving on taxes. Joining me is none other than Austin Preece, a certified financial planner and enrolled agent, who's here to share his wealth of knowledge on all things HSAs.

In this episode, Austin and I get down to the brass tacks of HSAs, including their benefits, who qualifies for them, the opportunities for investment, and some key pointers for both entrepreneurs and employees looking to get the most out of these nifty tax-saving tools.

So, if you've ever wondered about the potential of HSAs and how they can help you keep more of what you earn, this podcast episode is a must-listen. Get ready to level up your financial game and make informed decisions about your money.

Austin Preece is a dedicated financial advisor who has carved out a niche by focusing on a segment of the population that often goes underserved in the finance industry. While many of his peers concentrate on retirees, Austin finds fulfillment in addressing the unique financial challenges faced by those who are still years away from retirement. He takes a keen interest in the complex questions and issues that arise for this demographic, providing tailored financial planning and proactive management of their assets. His enthusiasm for guiding individuals through the earlier stages of their financial journeys illuminates his practice and fills a crucial gap in the advisory landscape. Austin's approach not only showcases his expertise but also his desire to make a meaningful difference in the lives of his clients during their peak earning years.

What you'll hear in this episode:

04:56 HDHP requires specific deductible and out-of-pocket limits.

07:42 HSA options for self-employed individuals explained.

11:20 Can we withdraw money from retirement accounts?

15:46 Expensive health insurance, prefer high deductible plan.

16:49 Health insurance choices: benefits vs. costs explained.

19:40 HSA contributions through payroll and alternative options.

If you like this episode, check out:

How to Introduce Your Kids to Money

How to Pour Money Into Your Business

4 Steps to Start Your Investing Journey with Tess Waresmith

Want to learn more so you can earn more?

CFO On Demand click here

Click here to take our Podcast Listener Survey - we appreciate your feedback!

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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