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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:

Simple Ways to Wealth with Hilary Hendershott Nov 14, 2023

Show notes

In today's episode, Shannon Weinstein sits down with Hilary Hendershott, founder of Hendershott Wealth Management, to discuss simple ways to achieve wealth. Hilary specializes in empowering women to take control of their finances and grow their wealth. As a certified profit first professional and a fiduciary fee-only financial advisor, Hilary is committed to acting in her clients' best interest. With stories of personal financial challenges and experiences with financial abuse, Hilary shares how she overcame adversity and found success. Join Shannon and Hilary as they delve into topics such as investing, financial planning, business strategies, and the importance of financial education for women. Get ready to be inspired and empowered on this insightful episode of "Keep What You Earn"!

Hilary Hendershott is the founder of Hendershott Wealth Management, a leading financial advisory and profit consulting firm for women and couples. Hilary's mission is to motivate women and their loved ones to be financially empowered, and to thrive. Her profit consulting programs have enabled business owners to finally take control of their money, learn healthy financial habits, and grow their individual wealth by millions of dollars.

Hilary is the host of Love, your Money (formerly Profit Boss® Radio), a weekly financial podcast where she and her guests offer inspiration and actionable advice. She's also a TEDx speaker, and has been featured in the Wall Street Journal, NBC, ABC, FOX, DailyWorth, Forbes, and Investopedia.

Hilary was recognized as a Top 40 Under 40 Entrepreneur in Silicon Valley and Investopedia named her one of the Top 100 Most Influential Advisors in the US for the past 6 years including 2023. Hilary has an MBA from Santa Clara University, and is a CERTIFIED FINANCIAL PLANNER™ professional.

Instagram: https://www.instagram.com/hilary.hendershott/

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

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

Website: https://hendershottwealth.com

What you'll hear in this episode:

[03:11] Financial advisors should only be paid by clients, ensuring impartiality and prioritizing client interests.

[07:20] Debt, foreclosure, and poor financial choices.

[12:49] Meeting women where they're at financially.

[16:28] Guide, assist, ask questions, achieve goals, retirement

[22:14] Business owners sometimes forget to plan properly. Depending on the type of business, the exit strategy can vary.

[28:24] Guilt about keeping money, considering other options.

[35:50] Balance, risk, wealth: basics supported by intelligence.

[38:58] Key to building sustainable wealth: focus, proven strategies, exit plan

If you like this episode, check out:

How to Pour Money Into Your Business

How to Build a Sellable Business with Arthur Petropoulos

Build Systems to Build Wealth with Justin Green

Want to learn more so you can earn more?

Text me the word DAILY to get tips each weekday to get you into a CEO mindset!

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.

Ditch Your Budgets and Try This Instead Nov 13, 2023

Show notes

Today we're diving into the concept of Profit First and how it can transform the way you manage your business finances. We'll explore why budgets may not be the most effective approach and introduce you to the idea of crafting a profit plan. Get ready to learn how to prioritize your profit, set spending allocations, and connect your financial goals to tangible results.

What you'll hear in this episode:

[00:54] Prioritize profit over expenses, force budgeting.

[03:34] Allocations and spending habits analyzed for targets.

[08:50] Tough economic times require taking ownership.

[09:58] Creating awareness, taking ownership, and budgeting effectively.

If you like this episode, check out:

The Benefits of Creating a Sellable Business

Ways to Increase Revenue If You Hate Sales

Coaching Alone Can't Resolve Your Cash Flow Problem

Want to learn more so you can earn more?

Text me the word DAILY to get tips each weekday to get you into a CEO mindset!

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 Tax Impact of Selling Digital Products Nov 10, 2023

Show notes

Today, we're diving into a topic that is becoming increasingly relevant in the world of entrepreneurship: the tax impact of selling digital products. With the rise of online businesses and the ease of offering digital products like eBooks, courses, and resources, it's important to understand how these sales can affect your business and taxes. I will break down the nuances of sales tax and how it applies to digital products and discuss the outdated nature of the current tax system when it comes to digital products and how individual states are taking matters into their own hands. Join us as we explore the complexities of sales tax and learn how to navigate this ever-evolving landscape.

What you'll hear in this episode:

[1:36] Tax agencies struggle with understanding digital products.

[5:34] Digital products may be taxable based on state regulations.

[6:47] Sales tax: back taxes, collecting, and nexus.

[11:14] Sales tracking plugin for Shopify, Amazon, website. Register in states, get exemption certificate.

If you like this episode, check out:

3 Steps to Preventing Tax Season Stress

Tax Deadlines You Need to Know as a Small Business Owner

The Power of a Tax and Accounting Combo Team

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.

Real Estate Wealth: The Profit First Approach with David Richter Nov 09, 2023

Show notes

Hey there, fellow entrepreneurs! We all know that when you work hard for your money, you should get to keep it. It's a fundamental principle in my business, and it resonates with numerous fractional CFOs and financial experts out there. Enter David Richter, a newfound friend I connected with at a recent conference, who shares this core belief. I've invited him to join us on the show today to delve into his perspective. David, much like myself, believes that your business should empower you to savor the things you love in life, and he's here to shed light on how the right frameworks can make this dream a reality.

David Richter is the author of Profit First for Real Estate Investing - a derivative of the original Profit First by Mike Michalowicz that is tailored specifically to Real Estate Investors. His goal is to completely transform the Real Estate Investing industry by helping real estate investors make and KEEP more money in their businesses. As the founder and owner of SimpleCFO Solutions, he wants to bring investors true financial clarity and freedom and help every investor stop living deal to deal.

This episode is a can't-miss for any entrepreneurs who are constantly feeling cash flow pressures or like their business isn't providing enough for them.

Give Relay Financial a Try: https://app.relayfi.com/register?referralcode=FitnancialSolutions

Connect with David: simplecfo.com/gift

IG: @richterscale91

What you'll hear in this episode:

[3:00] So, who's David, and how did he stumble upon the Profit First framework?

[6:44] Let's dive into the nitty-gritty of the Profit First framework's essentials.

[17:15] How did David find his CFO calling when he didn't have a financial background?

[23:29] Ready for the first steps to integrate Profit First into your life?

[31:15] Unpacking the distinction between the business profit and owner's compensation accounts in Profit First.

[34:15] Discovering your "keep" number for what you need from your business - how's it done?

[37:35] Witness how David's weaved these strategies into the fabric of his growing CFO firm.

If you like this episode, check out:

The Benefits of Creating a Sellable Business

Ways to Increase Revenue If You Hate Sales

Coaching Alone Can't Resolve Your Cash Flow Problem

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.

What Qualifies as a Deduction Nov 08, 2023

Show notes

In today's episode, we're delving into the realm of tax deductions tailored for entrepreneurs. For those steering their own business ship, discerning the deductibles from the non-deductibles can be a game-changer when it comes to maximizing your earnings.

We'll decipher the intricate world of deductions – how they function, what classifies as a legitimate deductible expense, and what falls under the umbrella of your business-related costs.

Understanding the fine lines and potential pitfalls when claiming deductions is essential, so we'll offer some strategic insights to minimize the risk of drawing unwanted attention from the taxman. Additionally, we'll emphasize the significance of presenting a strong case to substantiate the expenses you intend to write off.

Join us as we navigate the labyrinth of tax deductions designed especially for entrepreneurs, equipping you with the knowledge to harness the available deductions to your advantage.

What you'll hear in this episode:

[3:00] Unraveling the Enigma of Tax Deductions

[4:53] The Anatomy of Deductibility: Unveiling the Truth

[6:26] Navigating the Terrain of Business Expenses

[8:53] Walking the Line: Risks and Boundaries in Deduction Claiming

[10:00] The 3 D's: Essential for Deduction Success

[12:23] A Tactic to Diversify Your Expense Allocations

[15:30] Safeguarding Your Business Case: The Unsung Hero of Deductions

If you like this episode, check out:

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

Business Boredom - Does it Need Fixing?

Building Systems Based on Problems

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.

Overcoming Imposter Syndrome with John Mollura Nov 07, 2023

Show notes

Have you ever felt like you didn't deserve to be in the room or to receive the recognition you deserved? I think we all struggle with this, especially as we encounter new challenges and new environments in business. Join me for this conversation on the impact and costs of imposter syndrome with John Mollura.

John Mollura is a professional speaker who went from being a literal rocket scientist to a multi-award-winning portrait photographer and coach. He educates and empowers his keynote & workshop audiences to turn down the volume of Imposter Syndrome and provides coaching for men to help them stop the endless cycle of "what ifs" and become men of authentic action.

Website: https://johnmollura.com

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

Facebook: https://facebook.com/johnmolluraspeakingandcoaching

YouTube: https://www.youtube.com/channel/UCWwEUyxuNHowfAaWLPnmLxQ

LinkedIn: https://www.linkedin.com/in/john-mollura-1a148124/

What you'll hear in this episode:

[07:47] Imposter syndrome can stem from complex psychological factors, such as upbringing and childhood experiences that create a constant internal struggle between feeling praised and feeling inadequate. It is important for parents to understand how their actions impact their children's development. Additionally, imposter syndrome can also arise in non-inclusive environments.

[16:49] Importance of quiet confidence and accepting compliments.

[24:43] You don't need big achievements to be proud. Celebrate every little success and find joy in the simple things. Surround yourself with reminders of your accomplishments and moments that bring you happiness. Feeling overwhelmed? Let your past wins inspire you to keep going.

If you like this episode, check out:

Maximize Your Income with the Help of a CFO

Staying Motivated in Times of Stress

Is There Such Thing as Too Much Transparency?

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 You Need More Than One Type of Mastermind Nov 06, 2023

Show notes

Multiple masterminds?!? Yes - today we talk about the types of masterminds you should be looking for as a business owner and the various benefits and considerations when deciding to invest in each.

What you'll hear in this episode:

[2:41] Investing in a mastermind of your peers

[8:35] Surround yourself with people who stretch you

[11:10] Surround yourself with people who need you

If you like this episode, check out:

Do You Really Need a Business Plan?

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

The Two Best Ways to Gain Clarity on Your Next Steps

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.

Three Things to Get Done Before the Holidays Nov 03, 2023

Show notes

The holidays creep up every year! We tend to get ambitious about what we can get done by the end of the year, so in this episode, Shannon breaks down just three SIMPLE things that, if done in the next few weeks/months, will make a positive impact on your business finances.

What you'll hear in this episode:

[2:04] The benefits of getting caught up on your books

[6:00] Securing the right tax pro for you and your business

[8:09] Resource available to you to find the right tax professional

[9:26] Reviewing expenses you've paid to vendors over the year

[14:36] Why investing in help before the end of the year will help in the long run

If you like this episode, check out:

Tax Deadlines You Need to Know as a Small Business Owner

Take Advantage of an Accountable Plan in Your Business

Real Talk on Social Media Tax Advice

Want to learn more so you can earn more?

Text me the word DAILY to get tips each weekday to get you into a CEO mindset!

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.

Turning Reading Into Results with Nick Hutchison Nov 02, 2023

Show notes

We all have that bookshelf or audible library full of partially finished or unopened books, or those notebooks full of notes from the books we have read but we have not taken any action on what we learned. We let our existing habits get in the way of integrating in this new knowledge. That is why my guest Nick is here today to teach ways to turn your reading into results.

Nick Hutchison is the author of Rise of the Reader: Strategies for Mastering Your Reading Habits and Applying What You Learn and founder of BookThinkers, a growing 7-figure digital marketing agency that serves mission-driven authors. At the age of 20, Nick discovered the world of personal development and quickly used the books he was reading to improve every aspect of his personal and professional life. Now, Nick has dedicated his life to helping millions of readers take action on the information they learn and rise to their potential. Nick's podcast, BookThinkers: Life-Changing Books, features captivating interviews with world-class authors such as Grant Cardone, Lewis Howes, and Alex Hormozi. During these insightful discussions, Nick delves into the pages of their books, uncovering practical and transformative takeaways for his motivated audience.

Buy the book on Amazon: https://a.co/d/c9dE0ln
Learn more about Nick: www.nickhutch.com
Learn more about BookThinkers: www.bookthinkers.com
Personalized Book recommendation: DM Nick at www.instagram.com/bookthinkers

What you'll hear in this episode:

[4:06] Nick discusses some tips on how to turn reading into results as entrepreneurs.

[7:17] What are some tips for people who are overwhelmed with too many books they have not read sitting on their bookshelves?

[11:54] Nick dives into why he is so passionate about reading and helping authors.

[22:59] Nick talks about his book and who is the target audience.

[28:58] What is better? Reading a book? Or listening to a book?

[36:04] What are some ways we can set our selves up for success and how to implement them?

If you like this episode, check out:

Maximize Your Income with the Help of a CFO

Staying Motivated in Times of Stress

Is There Such Thing as Too Much Transparency?

Want to learn more so you can earn more?

Business Financial Quickstarter: https://www.keepwhatyouearn.com/bfq

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 Know if a CFO Power Session is for You Nov 01, 2023

Show notes

I've recently come to a realization that there was a gap in my range of product offerings. Some of my clients expressed a desire for CFO services, but they weren't quite prepared for a recurring CFO package. This realization inspired me to introduce something I like to call "CFO Power Sessions." In this podcast episode, I'll be delving into the details of what these sessions entail, their structure, the benefits you can expect to derive from them, and sharing some of the success stories from previous clients. My passion lies in delivering CFO services and aiding businesses in their growth, and the introduction of these CFO Power Sessions has allowed me to indulge more in what I'm truly passionate about.

What you'll hear in this episode:

[0:55] Discovering the gap in my product offerings.

[2:35] The birth of the concept behind my latest offering, CFO Power Sessions.

[4:25] Exploring the essence of a CFO Power Session.

[6:36] Unveiling the structure of these sessions.

If you like this episode, check out:

https://podcasts.apple.com/us/podcast/questions-to-ask-yourself-as-a-ceo/id1580071347?i=1000617249079

https://podcasts.apple.com/us/podcast/you-accomplished-your-goal-whats-next/id1580071347?i=1000618331196

https://podcasts.apple.com/us/podcast/financial-metrics-to-know-for-product-based-businesses/id1580071347?i=1000619111338

Want to learn more so you can earn more?

CFO On Demand click https://www.keepwhatyouearn.com/cfo-on-demand

Visit https://keepwhatyouearn.com to dive deeper on our episodes

Visit https://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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