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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:

Why Just Bumping Up Prices Doesn't Cut It Dec 27, 2023

Show notes

Ever been told you should charge more? Yeah, we all have! The pressure to hike up prices for better revenue is real. But guess what? It's not always the magic fix.

In this episode, I dive into why there's more to boosting your income than just jacking up prices and spill the beans on ways to tweak your revenue game for the long haul.

What you'll hear in this episode:

[1:13] How can I bolster my profit margins when they're not holding up? What steps should I take?

[05:33] Consider other marketing strategies before raising prices.

[07:58] Imposter syndrome led to self-realization, success.

If you like this episode, check out:

Are You Articulating Your Value?

Revenue Goals That Actually Move the Needle

This Pricing Mistake is Costing You Thousands

Want to learn more so you can earn more?

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

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.

2023 in Reflection Dec 26, 2023

Show notes

Today we're taking a look back at 2023, and setting the stage for 2024. I'm reflecting on the milestones and challenges of the past year, giving a shout-out to the amazing team behind the podcast and their successes, such as securing the Keep What You Earn trademark and expanding into a dedicated team. I am also sharing my personal theme for the year, "ownership," and revealing the new focus for 2024: "simplify."

This episode is packed with insights and a call to action for listeners to share their word for 2024. Plus, stay tuned for exciting changes coming to the podcast.

What you'll hear in this episode:

[04:47] Developing lifelong learners through training and knowledge. [08:33] Take ownership and responsibility for your actions. [10:34] Reevaluating priorities, serving the listener, seeking feedback.

If you like this episode, check out:

Financial Metrics to Know for Service Based Businesses

You Accomplished Your Goal. What's Next?

Questions to Ask Yourself as a CEO

Want to learn more so you can earn more?

5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh

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 Create More Accurate Forecasts Dec 22, 2023

Show notes

In this episode I dive into the world of forecasting, outlining the differences between cash flow forecasts, budgets, and projections. I'm sharing valuable insights on creating more accurate forecasts, and emphasizing the importance of being directionally correct rather than perfect. I am also discussing the significance of considering sales pipelines, anticipating revenue, and factoring in personal cash flow needs when preparing business forecasts.

So, get ready to gain practical wisdom and actionable advice to make informed financial decisions for your business.

What you'll hear in this episode:

[07:14] Diversify forecasts, focus on conservative revenue levels. [8:45] Business decisions influence costs, focus on revenue. [12:44] Consider team pay, promotions, and future expenses. [15:53] Accessible support for financial statement understanding available.

If you like this episode, check out:

You Accomplished Your Goal. What's Next?

Questions to Ask Yourself as a CEO

Why Building a Sellable Business Should Be Your Goal

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.

Why Financial Independence Seems Impossible for Women But Isn't with Millen Livis Dec 21, 2023

Show notes

In this empowering episode, I am joined by the remarkable Millen Livis, a holistic financial independence mentor with an inspiring story of overcoming adversity. Together, we unpack the often daunting challenge of financial independence, dissecting the mental blocks and subconscious barriers that hinder financial success.

As we champion the goal of living life on our own terms, free from the worries of cost, this episode promises to leave listeners with practical strategies, thought-provoking insights, and the clarity needed to navigate the path toward true financial freedom.

Prepare to shatter the myth that financial independence is out of reach, especially for women, as we dive into a conversation filled with wisdom and actionable advice.

Website: https://daretochangelife.com Facebook: https://www.facebook.com/millenlivis/ | https://www.facebook.com/DareToChangeLife/ LinkedIn: https://www.linkedin.com/in/millenlivis/ Instagram: https://www.instagram.com/daretochangelife/ Twitter: https://twitter.com/Dare2ChangeLife Youtube: https://www.youtube.com/c/MillenLivisChannelWealth

What you'll hear in this episode:

[09:38] Be smart with money, update your investments.

[12:36] Empower yourself by understanding how various financial factors impact your goals and decision-making.

[17:58] Defining financial freedom on my own terms.

[23:29] Using breath work and energy healing to gain clarity and uncover subconscious blocks.

[25:49] Emotional blocks can lead to self-sabotage, so it's important to address deeper issues rather than just treating the surface symptoms. It's like trying to fix a problem without understanding what's causing it in the first place.

[29:32] Having different money styles can really strain relationships and can even have a negative impact on health. It's important to be aware of these differences and communicate openly about them with your partner to find common ground and solutions. Avoiding these conversations can lead to more problems down the road.

[32:55] Work on better communication about money in relationships. Use books, talks, or support to find common ground.

[39:10] Ensuring we're on track with money, goals, and communication.

If you like this episode, check out:

Overcoming Business Challenges: Strategies for Success

The Two Best Ways to Gain Clarity on Your Next Steps

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

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.

Shannon's Content Efficiency Hacks - Interview on Amanda McKinney's Show Dec 20, 2023

Show notes

Joining me in this episode is Amanda McKinney, a distinguished thought leader and coach specializing in Accidental Entrepreneurship. Amanda is the brilliant mind behind "Why Not You? An Accidental Entrepreneur's Guide To Success" and the charismatic host of "The Unapologetic Entrepreneur Podcast." In our conversation, we delved into the significance of taking a moment to savor success.

Amanda generously shared her profound insights on who falls under the category of accidental entrepreneurs and the common threads that weave through their journeys in defining goals and achieving success. Our discussion also touched upon the ongoing challenge of finding joy in success when the benchmarks for our goals are in constant motion. Amanda stressed the crucial need to maintain perspective throughout the entrepreneurial journey and to celebrate success on your own terms.

This episode serves as an invaluable resource for anyone grappling with the difficulty of acknowledging and celebrating their achievements, especially those who are perpetually focused on what lies ahead. Amanda not only offered practical methods but also provided a thoughtful framework to guide listeners in overcoming self-doubt and fostering a sense of confidence.

Amanda McKinney is a recognized thought leader and coach on Accidental Entrepreneurship, author of Why Not You? An Accidental Entrepreneur's Guide To Success and host of The Unapologetic Entrepreneur Podcast. As a coach she can help any Accidental Entrepreneur navigate self-doubt so that they can take action and uncover their confidence through utilizing her Y.O.U. Promise framework.

Connect with Amanda: Downloadable PDF - amandamckinney.com/success Social: @theamandamckinney

What you'll hear in this episode:

[06:13] Reassessing goals and redefining success mindset.

[09:47] Celebrate progress and keep pushing forward always.

[10:43] Success is feeling accomplished every day.

[18:30] Embracing success and reflecting on achievements tactically.

[21:28] Reflecting on weekly achievements to set realistic goals.

[31:45] Maintaining quality while scaling for business growth.

[38:29] Gift of time, being present with loved ones.

[42:17] Book "Why Not You" explores unique entrepreneurship.

If you like this episode, check out: My Costa Rica Story (Part 1): The Why My Costa Rica Story (Part 2): The How

3 Keys to a Successful Podcast

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.

How to Have a Successful Podcast Dec 19, 2023

Show notes

In this introspective installment, I take you on a profound journey through my path of self-discovery, grappling with imposter syndrome, and unveiling the three pivotal keys essential for podcast triumph. Rooted in personal experiences and the evolution of the "Keep What You Earn" show, these invaluable insights are illuminated as follows:

Content: Unpacking the significance of content, I debunk the myth of 'not having enough to say' and present practical exercises to unearth potential podcast topics.

Consistency & Commitment: Unveiling the dual concept of consistency and commitment, I underscore the importance of showing up, honoring commitments, and recognizing the profound impact of regular content on cultivating a dedicated listener base.

Conversion: Beyond mere broadcasting, I emphasize the podcast's integration into an ecosystem, providing actionable insights on monetization, relationship-building, and the art of crafting compelling calls to action.

Whether you're a seasoned podcaster or embarking on your podcasting journey, this episode lays out a comprehensive roadmap to success, all the while underscoring the paramount importance of authenticity and fostering meaningful listener engagement.

What you'll hear in this episode:

[2:43] Unveiling the trifecta for podcast success: The 3 C's.

[2:46] Commencing with the inaugural C: Content.

[6:22] Transitioning to the subsequent C: Consistency and Commitment.

[9:34] Culminating with the conclusive C: Conversion.

If you like this episode, check out:

How to Build a Winning Affiliate Program

This Pricing Mistake is Costing You Thousands

How to Maximize the Return on an Unpaid Opportunity

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!

Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa

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 Best Hiring Skill You Need Dec 18, 2023

Show notes

In today's episode, we discuss the essential skill of marketing in recruiting. Shannon shares her experiences with successful hiring strategies, emphasizing the importance of being intentional in job descriptions to attract the right candidates. She highlights the need for companies to authentically showcase their values and expectations in their job postings, allowing them to attract like-minded individuals and create a more aligned and productive team. Shannon challenges listeners to consider how they can implicitly demonstrate their values in their everyday actions, thereby appealing to their ideal candidates.

What you'll hear in this episode:

[04:16] Rapid recruitment success with unique job descriptions.

[06:45] Bookkeeper job description: serving clients, reducing stress, flexible remote work.

[14:28] Articulate expectations, showcase values in job descriptions.

If you like this episode, check out:

Should You Hire Your Family?

Tools for Team Accountability

Should I Hire Contractors or Employees?

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.

Unlocking Business Success: Mastering the Art of the Accountable Plan Dec 15, 2023

Show notes

In the realm of business, entrepreneurs often utilize personal assets for professional purposes, often missing out on potential tax advantages. While familiar with deductions like home offices and vehicle mileage, S corporation owners can tap into even more opportunities. This episode dives into the accountable plan—a tax-saving strategy beyond the inherent benefits of being an S Corp. Discover what the accountable plan entails, why it's crucial for your business, and the steps to seamlessly implement the necessary paperwork. Tune in for insights on maximizing your tax efficiency as an S corporation owner.

What you'll hear in this episode:

[1:05] Curious about the ins and outs of an accountable plan?

[2:30] Wondering about the expenses you can reimburse with an accountable plan?

[5:18] Is there a specific procedure to adhere to when reimbursing yourself?

[7:50] If you're already claiming certain deductions on your standard tax return, why should you bother with an accountable plan?

[11:45] Can you opt for an annual lump sum reimbursement, or is there a specific timeframe to meet?

[12:40] What essentials are required to put an accountable plan into action?

If you like this episode, check out: 3 Steps to Hire Your Kids the RIGHT Way Protecting Your Legacy Through Estate Planning with Clara Delgado Rossell Understanding Criminal Tax Activity and The Repercussions with Robert Nordlander

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.

4 Steps to Start Your Investing Journey with Tess Waresmith Dec 14, 2023

Show notes

Today, Tess will share her extraordinary journey from an $80,000 investment loss to a seven-figure net worth—all by the age of 35. She's here to dispel the myths that hold you back, like that pesky belief that you're "not a numbers person," and to guide you through the world of investments with clarity and confidence.

Together, we aim to create a space where you can learn about money and investing without fear or judgment. Tess's Savvy Investor Starter Pack offers invaluable resources, and her personal story will prove that understanding the basics and finding the right financial support isn't as time-consuming or daunting as you might think.

Prepare to be empowered as we uncover the four fundamental steps to start your investing journey, unpack the importance of mindset, dive into the simplicity of utilizing index funds, and why grasping the basics is crucial before you take the plunge. Financial freedom is within your reach, and we're here to help you Keep What You Earn. Let's unlock the secrets to making your money work for you with Tess Waresmith.

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

Tiktok: https://www.tiktok.com/@wealthwithtess

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

Website: https://wealthwithtess.com/

What you'll hear in this episode:

[04:51] Challenge mental blocks, learn financial basics, overcome mistakes.

[08:12] Teacher ensures understanding of financial terms from start.

[13:57] Basic education is crucial for informed decision-making, whether in the stock market or when seeking financial advice. It's important to have a basic understanding to choose the right support.

[19:26] Understanding money mindset, addressing blockers, setting goals

[22:11] Maximize tax savings with retirement accounts. Choose simple diversified investments like index funds.

[26:17] Learning basics of investing requires mindset shift.

[27:10] Believe in yourself and money as a tool for designing the life you want.

[30:39] Explanation of three-fund portfolio for easy investing.

If you like this episode, check out:

How to Pour Money Into Your Business

How to Introduce Your Kids to Money

The Benefits of Business Continuity Planning with Jim Erben

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.

Navigating Networking When You're Not a Fan of Events Dec 13, 2023

Show notes

Are networking events causing you some apprehension? You're not the only one. I've experienced the same sentiments numerous times in my professional journey, particularly when networking seems obligatory. Personally, I've discovered several methods to transform networking events into a more bearable and occasionally even pleasant experience. Apply these tips to your upcoming marketing event and forge deeper, more significant connections.

What you'll hear in this episode:

[0:50] Exploring the significance of networking.

[2:02] Reflecting on my perspective regarding networking events.

[2:46] Strategies for maximizing the impact of my approach to networking events.

[4:15] The mindset that has proven advantageous throughout my business journey.

[6:20] Unlocking the advantages of posing insightful questions.

If you like this episode, check out:

Creating a Conscious Public Relations Strategy with Melissa Vela-Williamson

How to Network if You Hate Networking Events

Leveraging Collaborations for Business Growth

Want to learn more so you can earn more?

Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa

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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