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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:

Understanding Prenups with Aaron Thomas Oct 03, 2023

Show notes

As with most things in life, marriage is all about communication, understanding and setting the right expectations with your partner. One of the ways to do that is literally on paper with a prenuptial agreement, aka a prenup. Today on the show we will discuss what prenups are designed to do, how to have an effective agreement with your spouse and the unique aspects of how to approach prenups as business owners.

As a three-time winner of Atlanta's Best Divorce Attorney, Aaron Thomas is one of the nation's top experts in family law issues. He is a 2002 graduate of Harvard Law School, and his firm Aaron Thomas Law, was recognized by peers as one of the fastest growing family law firms in the state of Georgia.

With clients ranging from NBA hall of famers and Superbowl winners to Grammy award winning artists, Aaron has extensive experience representing his clients in a range of family law matters, including divorce, custody, child support, and prenuptial and postnuptial agreements.

As founder of Prenups.com, Aaron is widely viewed as the go-to source for writing fair prenups. He carries a fundamental belief that establishing a solid financial foundation during engagement can prevent many common martial disputes, and that fair prenups help create happy marriages.

[GUEST CTA AND LINKS IF APPLICABLE]

What you'll hear in this episode:

[3:13] Aaron talks about how he became interested in family law and prenups in particular.

[7:01] We discuss some of the myths surrounding prenups and divorce.

[16:17] Aaron discusses ways to avoid a messy divorce.

[23:44] Aaron dives into the controversy of joint vs separate bank accounts.

If you like this episode, check out:

Building and Launching a Stellar Digital Course with Amy Porterfield

How to Outsmart Hackers with Seth James Nielson

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

Want to learn more so you can earn more?

Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash

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 Pour Money Into Your Business Oct 02, 2023

Show notes

Have you ever wondered how to actually fund money into your business bank account? Wondered if you have to pay taxes when you put this money in? In today's short episode, I answer these questions directly and guide you on how this works in your books too.

What you'll hear in this episode:

[1:07] How do I put more money into my business?

[2:26] Ways to do this so you don't pay extra taxes on the money you inject personally back into the 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?

[LINKS FROM BUMPERS AND ADS]

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

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

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

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

Tools for Team Accountability Sep 29, 2023

Show notes

Accountability can sometimes be associated with micromanaging r discipline, but when done right can be a powerful tool go grow your team and your profits. Today, I unpack some useful tools I use in my business today as well as some tools from the archives of my corporate career we used on large projects.

What you'll hear in this episode:

[1:32] What exactly is team accountability?

[2:29] I discuss what tools we use as a team.

[5:20] What are a few things that are crucial to team success and how to use RACI with your team?

[11:09] Holding accountability by financial line item.

If you like this episode, check out:

How to Build a Solid Financial Foundation in Your Business

Do You Need a CFO in Your Business?

Why 100% Employee Retention Should Not Be Your Goal with Jason Weinstein

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.

Don't Leave These Terms Out of Your Contracts Sep 28, 2023

Show notes

Today, I am not giving any legal advice, but I do want to look out for you when it comes to the terms in your contracts that directly impact your money. Today I cover three of the key areas of a contract you want to make sure are iron clad before you sign your next customer or engage someone in your business.

What you'll hear in this episode:

[2:02] How to make sure your refund and cancellation policy is clear.

[5:34] What are the financial implications in regards to your refund and cancellation policy?

[7:35] Does your contract specify how confidential information and intellectual property is handled?

[10:02] Details on including payment and collection terms in your contract.

If you like this episode, check out:

How to Generate Cash Without Increasing Price

Tips for Negotiating Business Deals

Which Financial Professionals Do You Need in Your Business?

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.

Key Financial Metrics for Success in Product-Based Businesses Sep 27, 2023

Show notes

Operating a product-based business involves unique challenges compared to a service-oriented business. There are often more intricate processes at play, encompassing not only the procurement of products for your business but also their subsequent sale to consumers.

Each of these stages frequently incurs additional expenses, and the financial landscape can become somewhat intricate if not meticulously monitored and managed. In this discussion, I will delve into essential financial metrics that I believe product-centric businesses should monitor diligently to ensure sustained profitability.

What you'll hear in this episode:

[0:50] Understanding Why Starting Product-Based Businesses Can Be More Challenging Than Service-Based Ones.

[2:05] Analyzing Financial Disparities Between Product and Service-Oriented Businesses.

[2:48] The Top Metric for Tracking Your Progress: Unveiling the Crucial Role of Gross Margin.

[5:10] Evaluating Your Path with the Second Key Metric: Analyzing Time-Based SKU Trends.

[9:40] Assessing Success with Metric #3: Delving into Inventory Turnover.

If you like this episode, check out:

The Benefits of Continuity Planning

Maximize Your Income with the Help of a CFO

Building a Strong Company Culture with Caroline Pennington

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.

Building Your Business by Becoming a Lifelong Learner with Jasmine Star Sep 26, 2023

Show notes

Jasmine is the epitome of authenticity, sharing her truth through all stages and seasons of growing her businesses and dealing with the challenges they present. Although successful in her own right, Jasmine has endured countless challenges but remained resilient and, in this episode, teaches how she finds the answers she needs to grow forward.

After getting her start in the entrepreneurial world as an internationally recognized wedding photographer, Jasmine became a speaker and business strategist for creative entrepreneurs — and spent almost a decade helping business owners across the world take risks and live their lives to the fullest. She then went on to found tech company Social Curator: a monthly subscription that serves as a digital marketing agency in your pocket, complete with an A.I. social media manager providing customized marketing content.

As a top podcast host and keynote speaker, Jasmine's goal is simple: to empower you to change the way you approach your professional and personal ambitions. Her approach is rooted in the desire to help you build the future you want and help you see your own potential — regardless of whatever stands in your way.

Website: JasmineStar.com

What you'll hear in this episode:

[6:34] Jasmine talks about her money story.

[10:51] Jasmine dives into how she is helping shape her child's money story and how her child sees money as a tool.

[14:09] I talk about how my dad taught me about finances and money as a child.

[19:09] Jasmine talks about how she looks at her numbers and how it has changed as a business owner.

[37:00] Jasmine shares about her recent retreat and resetting.

[46:46] How hiring a great team and delegating can help lead to allowing you to have time away from the business.

If you like this episode, check out:

From Time Management to Time Mastery with Laura Vanderkam

A Hospice Care Doctor's Advice on Building a Wealthy Life with Jordan Grumet

My Advice for High School and College Grads

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.

Business Boredom - Does it Need Fixing? Sep 25, 2023

Show notes

Does your business bore you? At times, maybe you feel like you are back to working a job and dreading the Mondays. I hear even the most successful entrepreneurs express boredom and disdain for their incredibly successful businesses all the time because they are simply bored. Today, I share my perspective on business boredom and how to minimize distractions.

What you'll hear in this episode:

[1:51] Why is your business boring you?

[4:20] Dive into some options you have if you do become bored with your business.

[7:10] The thing that makes you money doesn't have to be the thing that makes you happy.

If you like this episode, check out:

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

Building Authentic Relationships in Business with Barb Betts

Why I Give Away My SOPs

Want to learn more so you can earn more?

Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash

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 Simply Raising Prices Isn't Enough Sep 22, 2023

Show notes

Have you heard that you're not charging enough?...Who hasn't?!? We are constantly encouraged, sometimes pressured, into raising our prices in order to grow our revenue. While that may seem to be the obvious driver, it's not always the answer. There is more to it than that and in this episode, I cover the ways to recalibrate your revenue in a more sustainable way.

What you'll hear in this episode:

[0:13] I am not able to support my profit levels. What should I do?

[2:11] Increasing confidence in your prices.

[4:21] What are some things you can do other than increasing your prices to increase your profit?

If you like this episode, check out:

How to Maximize the Return on an Unpaid Opportunity

Building Authentic Relationships in Business with Barb Betts

Building a Marketing Plan You'll Actually Stick To with Lauren Tilden

Want to learn more so you can earn more?

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

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.

Tactical Resources:

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

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

Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash

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

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

See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

Additional Resources:

Find everything you need at https://www.keepwhatyouearn.com

Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

Hire us: https://www.fitnancialsolutions.com/accounting

Find me on IG https://www.instagram.com/shannonkweinstein/

Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

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.

Recognizing the Need for Change with Will Hill Sep 21, 2023

Show notes

Change drives growth, but at the cost of comfort. Today, we dive into the ways to foster positive change in our business, company culture and life with change management expert Will Hill. Will works a lot with professional service companies like accounting firms, but the principle of change management and change communication are universally applicable and often overlooked in business.

Will is the founder and owner of Will Hill Consults, LLC; a coaching and consulting firm serving the tax and accounting profession. He spends the majority of his time with firm leaders working at the intersection of people and process. Through his 22+ years in the profession Will has taught countless classes on firm management, change management, and advisory services. His consulting and training travels have taken him to over 400 firm offices to work directly with firm owners and their team members.

Known for his combination of creativity and practicality, Will brings his passion to each article, webinar, podcast or coaching engagement he embarks upon. In 2021 Will was named by Accounting Today in their "Top 100 Most Influential People in Accounting" list. Will has also twice been recognized by the CPA Practice Advisor in the "Under 40" lists (sadly, no longer eligible for any 'Under 40' awards).

Connect with Guest:

Website: www.willhillconsults.com

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

What you'll hear in this episode:

[3:34] What is change management?

[9:08] How knowing your current state will help get you to the future state of where you want to be?

[10:55] What are some ways to drive the best results?

[16:23] Why it is important to look at what problems do you want to solve.

[22:39] Managing perceptions of different priorities in your team.

[27:20] Best ways to communicate change and bring your team on board with the change.

If you like this episode, check out:

Creating a Conscious Public Relations Strategy with Melissa Vela-Williamson

Building a Business Around Your Life's Mission with Andrew Anderson

The Two Best Ways to Gain Clarity on Your Next Steps

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.

The Benefits of Creating a Sellable Business Sep 20, 2023

Show notes

I hold the belief that every business owner should construct their business with the perspective that it may eventually be sold. This perspective isn't rooted in the assumption that everyone necessarily aspires to sell their business. Rather, I firmly contend that adopting this mindset empowers you to establish enduring processes and systems, capable of enduring the test of time, regardless of your presence.

Ultimately, none of us can foresee the future, and in the event of unforeseen circumstances affecting you or a pivotal figure within your business, would your business continue to thrive? Erecting systems and procedures that facilitate the ongoing operation of your business not only augments its long-term vitality but also opens the door to the possibility of making it marketable, thus benefiting other businesses.

What you'll hear in this episode:

[1:17] Discover the rationale behind developing your business with sellability in mind, regardless of your intent to sell it.

[2:45] Explore essential facets of a marketable business.

[4:08] Gain insight into my long-term vision for Fitnancial Solutions.

[6:23] Learn strategies for divesting portions of your business while retaining control of your core operations.

If you like this episode, check out:

Why 100% Employee Retention Should Not Be Your Goal with Jason Weinstein

Tips for Negotiating Business Deals

Questions to Ask Yourself as a CEO

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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