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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:

How to Stand Out as a Leader with Claudine Pereira Oct 31, 2023

Show notes

What makes a good leader? Is it about the influence they have, or the impact they make? Can a leader be a leader if they do not have a following? These are questions we unpack in today's episode with leadership expert, the Pink Coach, Claudine Pereira.

Claudine works with small business owners and leaders, through coaching, training, and consulting she brings laser focus and strong structure, allowing them to stand out as confident, proud, and polished professionals. An inspirational speaker, certified life coach, and internationally bestselling co-author of Live out Loud, Claudine is passionate about her work!

Website: www.thepinkcoach.com

FB: https://www.facebook.com/ThePinkCoach/

IG: https://www.instagram.com/thepinkcoach/

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

What you'll hear in this episode:

[4:05] Claudine discusses what made her passionate about leadership coaching.

[6:21] What is the difference between a boss and a leader?

[10:15] What are the behaviors of a good leader in the light and the dark?

[22:17] Do leaders always have to have followers?

[26:36] When is a good time to be a leader vs taking a back seat and letting someone else lead?

[40:03] What are some of the "risks" associated with being in a leadership role?

If you like this episode, check out:

What Traits We Look For in a Client

How to Manage Remote Teams

Should I Hire Contractors or Employees?

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.

Asset vs. Expense: What's The Difference? Oct 30, 2023

Show notes

In this podcast episode, we delve into a rarely explored yet highly significant query, with the intention of offering business proprietors an all-encompassing insight into their expenditure choices.

Frequently, business owners lean towards the deduction of an entire expense within a single fiscal year. Nevertheless, it's imperative to recognize that when a specific purchase can be classified as an asset, the prospect of extending the expense over several years emerges as a feasible alternative. This strategy can effectively diminish your tax obligations gradually.

By thoughtfully contemplating the categorization of your expenses, you can fine-tune your tax responsibilities and enhance your ability to manage your financial assets more efficiently.

What you'll hear in this episode:

[1:25] Clarifying the concept of expenses within your business.

[1:56] Exploring the definition of assets within your business.

[3:00] Unveiling the significance of extending a purchase over several years, also known as depreciation.

[4:50] Demystifying the safe harbor threshold.

[6:15] Examining the advantages of your comprehension of assets versus expenses in your business to enhance your tax deduction potential.

[7:09] Delving into the realm of intangible assets within your business.

If you like this episode, check out:

The Benefits of Business Continuity Planning with Jim Erben

Building Your Money Machine with Mel Abraham

Building a Successful Continuity Plan with Julee Yokoyama

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 Introduce Your Kids to Money Oct 27, 2023

Show notes

You can teach your kids about money without being a master at it yourself. All you need to do is include them in the process and bring them along. In today's episode I share how you can start to include your kids in more money decisions and get them exposed so they can build their own, more positive, money story.

What you'll hear in this episode:

[2:34] How to involve your child in the buying process

[7:11] Teaching the function and purpose of budgeting

[10:40] The importance of being a smart borrower

[12:40] Normalizing conversations about money with your kids

If you like this episode, check out:

The Benefits of Business Continuity Planning with Jim Erben

Building Your Money Machine with Mel Abraham

Building a Successful Continuity Plan with Julee Yokoyama

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.

Dildos are Deductions Too with Katherine Studley Oct 26, 2023

Show notes

Today's guest takes "not your typical CPA" to the next level. Katherine is a powerhouse CPA who is on a mission to serve spicy businesses including exotic dancers, sugar babies and OnlyFans creators. She also comes from a compassionate space free of judgment for her clients. Today we unpack how this industry is benefiting from her services, including a few tax tips for creators and how she chose her niche and her team - it was quite a surprise!

Raised in Buffalo, NY, Katherine is a tax accountant by trade and a creative in essence. In 2021, She founded The Only Consultant, an innovative consulting firm dedicated to providing tax and financial advice to OnlyFans creators, exotic dancers, and other creative freelancers. Despite having no prior experience in entrepreneurship or the "spicy" industry, it became crystal clear there was an overwhelming need for straightforward, compassionate and judgment-free financial help. By focusing on innovation, collaboration and empowerment, they are not your typical accounting firm.

https://www.linkedin.com/in/ryan-conn-64b67411a/

https://www.linkedin.com/company/cs-business-consulting/

https://www.linkedin.com/company/shelton-associates-cpa-pllc/

https://csbizcon.com/

https://www.wsheltoncpa.com/

What you'll hear in this episode:

[3:40] Katherine talks about her background and why she is passionate about the industry she serves.

[10:37] What are some of the challenges that clients in the spicy industry face in regards to accounting and taxes?

[19:57] Katherine discusses the process of how she helps her clients discover write offs and deductions.

[24:45] How can accountants become more approachable and welcoming to all clients?

[26:48] Katherine dives into what her goals and missions are for her business.

If you like this episode, check out:

Real Talk on Social Media Tax Advice

Are Groceries Deductible?

How to Use Cost Segregation for Real Estate Tax Savings with Sean Lichterman

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 Make Sure Your Pay Aligns with Your Business Structure Oct 25, 2023

Show notes

I frequently receive a common question: "How should you compensate yourself as a business owner?" The answer to this question depends on the unique structure of your business. During this episode, I will delve into the various payment options available to business owners, including those operating as sole proprietors, single-member LLCs, multi-member LLCs or partnerships, S-Corps, and C-Corps. I will share valuable insights into determining the optimal amount and frequency for your payments, emphasize the importance of meticulous financial record-keeping, and explain the tax ramifications associated with each payment arrangement.

Whether you find yourself at the helm of a sole proprietorship or the proprietor of a thriving corporation, grasping the intricacies of compensating yourself in alignment with your business structure is paramount to sustaining financial stability and achieving success. Tune in to this episode as I explain the specifics of each business structure and offer guidance on how to ensure fair and efficient payment to yourself.

What you'll hear in this episode:

[1:45] Exploring Payment Methods for Sole Proprietors and Single-Member LLCs.

[4:00] Deciphering the Ideal Amount and Frequency of Self-Payment.

[6:28] Navigating Compensation in Multi-Member LLCs and Partnerships.

[7:45] Unveiling Payment Strategies for S-Corporations.

[9:37] Strategies for Self-Compensation in C-Corporations.

If you like this episode, check out:

Will Artificial Intelligence Become Your Accountant?

The Cure for Ineffective Meetings with Mamie Kanfer Stewart

Building a Strong Company Culture with Caroline Pennington

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.

Build Systems to Build Wealth with Justin Green Oct 24, 2023

Show notes

You've probably heard tons of advice on how you can build wealth and are probably feeling overwhelmed with the amount of advice out there. As with most things, when you can come back to the basics and keep things simple, you can succeed. It's about getting wealthy, not just rich.

Justin Green is a Certified Financial Planner and the founder of Assist FP, an independent fee-only financial planning firm that helps online business owners bridge the gap between their business and building personal wealth. Justin was recently recognized by Investopedia as a 2023 top 100 advisor.

https://www.instagram.com/justingreenfp/

https://www.linkedin.com/in/justingreenfp/

https://twitter.com/JustinGreenFP

What you'll hear in this episode:

[2:41] Justin talks about his upbringing and how he became a financial planner.

[6:09] Is there a difference between making money and managing money?

[10:09] Justin discusses tips on effective goals when it comes to building wealth.

[15:08] What is a financial operating system and why is it so important?

[22:55] Where and how to start building a savings so that you can invest later on?

If you like this episode, check out:

The Benefits of Business Continuity Planning with Jim Erben

Building Your Money Machine with Mel Abraham

Building a Successful Continuity Plan with Julee Yokoyama

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.

Should You Hire Your Family? Oct 23, 2023

Show notes

There are lots of good reasons to hire your family in your business, but you want to be proactive in managing any potential pitfalls that can impact not only your business, but your most important relationships as well.

What you'll hear in this episode:

[2:22] The benefits - tax and otherwise - of hiring family members

[6:51] Determine a legitimate business purpose for hiring this person

[8:59] How to set clear boundaries

[12:33] What sort of feedback should you be giving hired family members?

If you like this episode, check out:

Building a Strong Company Culture with Caroline Pennington

Should I Hire Contractors or Employees?

How to Hold Your Accountant Accountable

Want to learn more so you can earn more?

CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry

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 Deliver an Exceptional Customer Experience Oct 20, 2023

Show notes

If you are struggling with delivering an exceptional customer experience and balancing processes and structure, this is for you. This episode serves as a reminder of how to live in the middle of scaling and serving well. Learn how to do what is not scalable until it isn't.

What you'll hear in this episode:

[2:10] Tips to implement better customer service experience without sacrificing scalability

[3:23] How to get your clients their first "quick win"

[5:19] Become a listener to your customer's problems and inconveniences

[9:11] Focus on this instead of scalability

[12:15] Finding the right balance with your customers

[13:20] Establishing a personal brand will be crucial as we enter the upcoming era of entrepreneurship

[17:59] How can I wow my customer to the point where I literally can't anymore?

If you like this episode, check out:

How to Recover from a Slow Launch

Building Systems Based on Problems

How AI is Changing Your Business's Present and Future with Jim Carter

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.

Are Online Courses Dead? With Jasmine Jonte Oct 19, 2023

Show notes

Feel like online courses were soooo 2020? It can feel like you missed the boat on creating and launching a profitable digital course and you may be considering other ways to package your offer. If this is you, then I am so excited to let Jasmine Jonte, online course creation expert and founder of Cre8tion, share all of her insights on where online courses are headed and how to leverage current trends to get future results.

Jasmine Jonte helps experts create world-class programs with her Done-For-You Course Creation agency. They take care of everything - from the big picture promise down to the last worksheet download. All the experts need to do is show up and shine. Jasmine and her team are on a mission to make learning simple and fun for 1Million students while saving 100+ hours for every course creator they partner with! Coupling her Detroit, MI teaching experience with business savvy and management skills, you'll want her to do the heavy lifting when building or upgrading your online training programs!

Find Jasmine on IG https://www.instagram.com/jasminejonte/

Visit her website: https://www.cre8tion.co/shannon

What you'll hear in this episode:

[4:07] Jasmine talks about her background and what makes her an expert in her field.

[7:25] What are some of the trends right now around tools, and methods in online course creation?

[13:34] Jasmine dives into why the community aspect of a course is so important.

[17:20] What are the different types of course takers?

[21:33] What are some of the implications of using AI in content creation?

[29:34] At what point should a business consider putting out online courses?

[32:56] Jasmine discusses some of the mistakes she has seen people make in regards to online courses.

If you like this episode, check out:

How to Maximize the Return on an Unpaid Opportunity

This Pricing Mistake is Costing You Thousands

Creating a Conscious Public Relations Strategy with Melissa Vela-Williamson

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.

Should You Be Paying Quarterly Tax Estimates? Oct 18, 2023

Show notes

I hold an unconventional perspective on quarterly taxes - I'm not suggesting you avoid paying them altogether, but I'd like to shed light on an alternative approach I often propose to my clients.

My purpose in sharing this isn't to dictate your actions, but rather to highlight the diversity of viewpoints in the world of taxes and accounting. It's one of the delightful aspects of our profession - we're provided with guidelines to adhere to, yet we have the privilege of interpreting these guidelines and employing our unique methods.

What you'll hear in this episode:

[2:36] Discover the crucial insights about quarterly estimates.

[4:56] Explore the process of determining the appropriate payment amount.

[9:41] Delve into the potential benefits of retaining your funds within your business for a bit longer.

If you like this episode, check out:

Tools for Team Accountability

Will Artificial Intelligence Become Your Accountant?

How to Hold Your Accountant Accountable

Want to learn more so you can earn more?

CFO On Demand click here

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

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