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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:

Building a Successful Continuity Plan with Julee Yokoyama Sep 05, 2023

Show notes

I hope you're ready for an enlightening conversation about planning and organizing your business, especially when it comes to preparing for your future or unexpected events.

What you'll hear in this episode:

[0:50] Introduction to Julee

[2:54] What is succession and continuity planning?

[6:52] Creating and setting up a delegation playbook and how that works with succession and continuity planning.

[12:00] Creating an organization chart and discussing expenses.

[14:53] The importance of documentation.

[23:59] Does a solopreneur need to create a succession plan?

Connect with Julee:

Free Giveaway: https://www.projectcya.com/start

LinkedIn: https://www.linkedin.com/in/julee-yokoyama/

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

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

* Related episodes:

What is a CFO Power Session?

Profit First for Real Estate Investors with David Richter

How to Manage Rapid or Unexpected Growth

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.

3 Keys to a Successful Podcast Sep 04, 2023

Show notes

In this deeply introspective episode, I share my journey of self-discovery, battling imposter syndrome, and unlocking the three pivotal keys to running a successful podcast. Drawing from my personal experiences and the evolution of the "Keep What You Earn" show, these insights have been invaluable:

Content: I delve into the importance of content, bust the myth of 'not having enough to say,' and offer practical exercises to identify potential podcast topics.
Consistency & Commitment: This dual concept emphasizes the significance of showing up, honoring commitments, and understanding the impact of regular content on loyal listeners.
Conversion: Going beyond just broadcasting, I stress the need for a podcast to fit into an ecosystem, offering actionable insights on monetizing, building relationships, and crafting effective calls to action.

Whether you're a seasoned podcaster or just starting out, this episode provides a roadmap to podcasting success, all while emphasizing the importance of authenticity and listener engagement.

What you'll hear in this episode:

[2:43] What are the 3 C's for a successful podcast?

[2:46] The first C is Content.

[6:22] The second C is Consistency and Commitment.

[9:34] The last C is Conversion.

* Related episodes:

Creating a Conscious Public Relations Strategy with Melissa Vela-Williamson

How to Develop a Brand Style with Tanya Smith

Leveraging Collaborations for Business Growth

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.

Real Talk on Social Media Tax Advice Sep 01, 2023

Show notes

Today's episode is a replay of my episode on The Money Bare Podcast. Below is the episode recap from Chloe.

We've all seen it-- tax advice on Instagram telling folks they can write off their dog as office security, or folks telling people to buy a g-wagon to write it off... but how does that stuff hold up with the IRS??? And what tax-saving tips should small business owners pay attention to? In this week's episode, Shannon Weinstein, CPA, breaks it down.

Shannon is a CPA and fractional CFO for growth-minded business owners. A teacher at heart, her real-life relatable examples simplify the financial side of the business so you can stop stressing and start scaling. She hosts the IRS's least favorite podcast, Keep What You Earn, which consistently ranks in the top 200 in Entrepreneurship. She is a frequent speaker in business coaching communities and masterminds.

What you'll hear in this episode:

[0:12] Episode and guest introduction.

[1:22] Doing the CPA thing differently

[2:55] Buying stocks at 12 years old

[8:18] Shannon's father's vision for her

[12:43] Shannon's view on money growing up

[18:20] Ending up in Costa Rica

[27:10] Tax advice on Instagram

[33:32] The Augusta Rule

[51:00] Inheritance money

[52:30] Very first money memory

* Related episodes:

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

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.

How to Create a Social Enterprise with Dr. Rasheda L. Weaver Aug 31, 2023

Show notes

We are diving into the heart of entrepreneurship — making a real impact. We're diving into the deep connection between business and community with Dr. Rashida Weaver. She's a true pioneer in the world of global social entrepreneurship and her research, which happens to be the very first comprehensive study of social enterprises in the US, gives us a fresh take on how businesses can be a force for good.

Dr. Weaver isn't just a researcher—she's also the brains behind Weaver's Social Enterprise Directory and a key player in the Global African Descent Social Entrepreneurship Network. Her expertise seamlessly combines business and community. Don't miss out on the chance to learn how to give your business a meaningful purpose. This episode will show you how to make a difference while also boosting your success.

What you'll hear in this episode:

[2:45] What is a social entrepreneur?

[7:31] Where did the passion for social entrepreneurship originate?

[9:17] What was an unexpected takeaway from conducting the first large-scale study of social enterprises in America?

[14:07] What are some recommendations to get started and infuse your mission into your business?

[20:18] What are some interesting social entrepreneurship organizations that are inspiring?

[22:58] Is it recommended to lean into your social impact as part of your marketing?

[29:47] What are some of the mistakes that people make in starting social enterprises that hold them back?

Connect with Dr. Rasheda

@rashedaweaver_phd

@socialenterprisedirectory

* Related episodes:

How to Maximize the Return on an Unpaid Opportunity

How to Develop a Brand Style with Tanya Smith

Leveraging Collaborations for Business Growth

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.

Building a Strong Company Culture with Caroline Pennington Aug 30, 2023

Show notes

We are diving into the concept of company culture and its significance. Intentionally crafted actions play a pivotal role in building a company's culture, and even actions taken without conscious intent contribute to this culture-shaping process.

Caroline Pennington, an accomplished executive search recruiter with extensive experience, joins the show today. Caroline's background spans recruiting a wide range of professionals, from entry-level to C-suite, across various types of companies. She is also the host of the "Feminine Founder" podcast, where she engages with female founders, executives, and HR leaders to explore effective recruitment and hiring practices.

The episode aims to shed light on the meaning of company culture and its overarching impact. It underscores that the culture a company cultivates influences not only its employees but also its customers.

What you'll hear in this episode:

[2:56] How did Caroline get into both the recruiting and wine business and were they related?

[5:52] What is company culture and how do you implement it in your business?

[8:18] What ways can you evaluate if you're building the culture that you intend?

[20:04] What are some ways that you can bounce back from a negative perception of company culture?

[27:15] What are some unique ways that Caoliine has seen companies improve their company culture?

Maximize Your Income with the Help of a CFO Aug 29, 2023

Show notes

If you're not yet looking for a CFO but want to know what we do and what value we bring, I have an example to share with you that we use with our clients.

One aspect of a CFO's responsibility is to take a deep dive into your business's income to help you maximize it. I am going to walk you through what that process generally looks like and provide some tips you can implement on your own.

If you're looking for additional help but still aren't ready for a full-time CFO, check out my CFO power sessions linked below.

What you'll hear in this episode:

[2:06] Walk through an example session where we would dive deep into your income.

[3:36] Identifying revenue sources in your business

[7:32] Where most entrepreneurs have room for improvement.

[9:14] How to create a hierarchy of accounts for your business.

* Related episodes:

How to Outsmart Hackers with Seth James Nielson

The Benefits of Business Continuity Planning with Jim Erben

What is a CFO Power Session?

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.

Building Your Money Machine with Mel Abraham Aug 28, 2023

Show notes

Wealth creation is something that is attainable for everyone. With proper planning and a good strategy, anyone can set themselves up for a financially free future. My friend and mentor, Mel Abraham, joins me on the show today to share how to set yourself up for a financially free future.

Mel is the founder of Thoughtpreneur Academy and Business Breakthrough Academy where he helps entrepreneurs bring their businesses to the world and build the lifestyle they want. Mel is one of the most sought-after financial experts, entrepreneurial mentors, and strategic thinkers of our time.

What you'll hear in this episode:

[2:20] Who is Mel and how is he different from your typical CPA?

[6:02] How are business ownership and wealth building connected?

[13:01] What are some types of assets that you can purchase as part of your money machine?

[22:43] What are some sustainable wealth creation habits?

[29:31] How to build your wealth in alignment with your lifestyle.

[36:01] What is the Affluent Entrepreneur Experience?

Connect with Mel:

FREE 3-day Live Training: www.AffluenceLive.com

IG: @melabraham9

* Related episodes:

How to Maximize the Return on an Unpaid Opportunity

How to Develop a Brand Style with Tanya Smith

Leveraging Collaborations for Business Growth

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.

How to Recover from a Slow Launch Aug 25, 2023

Show notes

How did your most recent launch unfold? Did it meet your anticipated success, or did it fall short of your expectations? If the latter is the case, have you taken the time to dissect the factors that might have led to shortcomings? If not, there's a possibility that you're overlooking valuable insights that could pave the way for success in your next launch.

Join in to discover my approach to orchestrating launches and how I use a follow-up strategy to extract valuable lessons from each experience.

What you'll hear in this episode:

[1:34] Why I do not personally like the start/stop sales cycle for your business.

[2:47] To recover from a slow launch, assess your performance against your expectations.

[5:27] Identify where potential breakdowns could have occurred in the sales process.

[9:42] Genuinely consider if your offer is attractive to buyers.

[11:35] Don't be afraid to ask for feedback from those who engaged but did not purchase your offer.

* Related episodes:

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

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.

Building and Launching a Stellar Digital Course with Amy Porterfield Aug 24, 2023

Show notes

Most entrepreneurs leave their corporate jobs to pursue some aspect of freedom - be it financial independence, flexible schedules, or reduced obligations. Amy Porterfield joins me today to share her journey from a corporate career building someone else's brand, to building her own business centered around digital courses and time freedom.

Amy is an ex-corporate girl, New York Times bestselling author, digital marketing expert, and host of the Online Marketing Made Easy podcast. Amy saw early on the potential and impact that running a digital business could have and went all in 14 years ago. She is now a sought-after expert in all things digital marketing and online business building.

[3:15] What mentality did Amy have 14 years ago when leaving her corporate job?

[8:16] What comes first? Marketing a digital course or making an exceptional digital course?

[13:30] What are some ways to simplify your launches so that you are not overwhelmed and burned out?

[19:12] What is the future outlook for digital and online courses?

[23:23] How did Amy approach quitting her corporate job and what did she do to prepare?

[29:18] How should you structure your course to maximize client results, course sales, and customer lifetime value?

[33:42] What is a great first course to launch, starter, spotlight, or signature, and then how do you continue creating other courses from there?

[37:23] What ways can digital course sales positively impact your life?

Connect with Amy

amyporterfield.com/quiz

@amyporterfield

* Related episodes:

How to Maximize the Return on an Unpaid Opportunity

How to Develop a Brand Style with Tanya Smith

Leveraging Collaborations for Business Growth

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.

Take Advantage of an Accountable Plan in Your Business Aug 23, 2023

Show notes

Business owners often use their personal items to conduct business and do not always take advantage of the associated tax benefits. Most people know about the home office deduction and vehicle mileage, but there are many more opportunities that you can take advantage of as a business owner structured as an S corp.

The accountable plan is used by S Corporation owners to save money in taxes, aside from the self-employment taxes that you're going to experience saving on just by having the S Corp. I'll be explaining what it is, why you need it in your business, and how to go about getting the proper paperwork in place.

[1:05] What is an accountable plan?

[2:30] What can you reimburse with an accountable plan?

[5:18] Is there a formal process to follow when reimbursing yourself?

[7:50] Why do I need an accountable plan if I already take some of these deductions on my standard tax return?

[11:45] Can you do a bulk reimbursement once a year? Or does it need to meet a specific timeframe?

[12:40] What do you need to actually implement an accountable plan?

Get the Accountable Plan Toolkit: https://www.keepwhatyouearn.com/offers/L3JNtewG

* Related episodes:

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

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.

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