Keep What You Earn - TopPodcast.com

View Top 200 Chart

Back to Rankings Page

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 Business Around Your Life's Mission with Andrew Anderson Aug 08, 2023

Show notes

As entrepreneurs, we often encounter sticking points in our businesses and lives. Regardless of where this sticking point occurs, the underlying factor is almost always something subconscious within your being. This could be a result of misalignment in your business, residual from childhood, or something unknown. Regardless of the root, it can always be overcome.

Andrew Anderson is a bestselling author and breakthrough coach that helps entrepreneurs move beyond these sticking points, while also finding their true calling in life. Andrew believes that everyone deserves to break through limiting beliefs, transform their lives and businesses, and find lasting freedom. The information he shares today will make you consider your trajectory in life. His goal is not to make you feel uncertain but to challenge you to really think about your life's calling, and then decide how your work can align with that calling. This is the path to ultimate personal freedom.

What you'll hear in this episode:

[2:00] Who is Andrew?

[2:45] What is neuro-linguistic programming (NLP) and how does Andrew use this in his business?

[6:47] What are some of the ways that Andrew helps entrepreneurs identify their mission and apply it in their lives?

[14:10] Is what you're earning driving your life or is your life driving what you want to earn?

[19:30] Four questions to ask yourself to find out what your true motivation is behind something

[24:34] How do you connect your life's mission to your business, especially if you have always viewed them as separate?

[30:19] How can you shape your life's mission so that it does not make you feel stuck in a box and allows for evolution?

[35:16] How do you figure out who to serve in your business?

Connect with Andrew:

Buy his Book: Strength of the Oak, strength of the Willow, how to Find Courage and Compassion in a Turbulent World

Andrewlanderson.com

@andrewlanderson85

* Related episodes:

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

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.

What is a CFO Power Session? Aug 07, 2023

Show notes

I recently realized that I had a void in my product offerings after clients wanted CFO services but were not ready for a recurring CFO offering. This led me to create CFO power sessions. I'll be diving into what these sessions are, how they are structured, what you can expect to get out of them, and some of the results that past clients have experienced. I love providing CFO services and helping businesses grow this offering has made it so that I am able to do more of what I love.

What you'll hear in this episode:

[0:55] How I realized that I had a gap in my product offerings.

[2:35] How I came up with the idea for my new offering, CFO power sessions.

[4:25] What is a CFO power session?

[6:36] How are these sessions structured?

* Related episodes:

Revenue Goals That Actually Move the Needle

Ways to Increase Revenue If You Hate Sales

What Traits We Look For in a Client

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.

The Two Best Ways to Gain Clarity on Your Next Steps Aug 04, 2023

Show notes

I have a short, direct episode for you today. As an entrepreneur, being stuck can be infuriating and can lead to negative thoughts and the feeling of being lost. Next time you are feeling stuck in your business, use these two tips to push through that barrier and get the ball rolling again.

What you'll hear in this episode:

[0:55] Why as an entrepreneur are you feeling stuck?

[1:53] Start serving others to test your offers and gain confidence.

[4:20] Connect with others who are doing what you want to do and are a few steps ahead of you. Use them as a mentor.

* Related episodes:

Why I Give Away My SOPs

Protecting Your Data Online with Kathy Zant

From Time Management to Time Mastery with Laura Vanderkam

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.

Profit First for Real Estate Investors with David Richter Aug 03, 2023

Show notes

As an entrepreneur, you deserve to keep the money that you make. This is a core concept in my business but many other fractional CFOs and financial professionals agree. David Richter is a friend that I recently met at a conference that aligned closely with my business beliefs, so I asked him to come on the show and share his philosophy. David, like me, thinks that your business should allow you to do the things that you enjoy in life and that setting yourself up using the proper frameworks is the best way to achieve this.

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.

What you'll hear in this episode:

[3:00] Who is David and how did he get into the Profit First framework?

[6:44] What are the fundamentals of the Profit First framework?

[17:15] How did David discover a passion for his CFO practice after not having any financial background?

[23:29] What are the initial steps to implement the Profit First framework into your life?

[31:15] What is the difference between the business profit and the owner's compensation account in the Profit First framework?

[34:15] How do you arrive at your "keep" number to determine what you need out of your business?

[37:35] How has David implemented these frameworks while growing his own CFO firm?

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

Connect with David:

simplecfo.com/gift

IG: @richterscale91

* Related episodes:

How to Manage Remote Teams

Revenue Goals That Actually Move the Needle

Ways to Increase Revenue If You Hate Sales

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: Text POWER to 860-609-6374

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 Maximize the Return on an Unpaid Opportunity Aug 02, 2023

Show notes

Entrepreneurs are commonly asked to participate in events or promote products and in return receive "exposure". This tactic is commonly used in some industries but is also common with smaller-budget businesses. As the one being asked to provide a service (essentially for free) I think it is worthwhile for you to take the time to thoroughly investigate the opportunity and see what the potential return on investment could be for you.

I'll be sharing how I approach these situations, the thought processes I use, and creative ways to structure your contract to ensure that it is beneficial, and not a waste of your time, money, and energy.

What you'll hear in this episode:

[1:00] As entrepreneurs, we are often asked to provide services free of charge in exchange for "exposure". How do you navigate this?

[2:42] Why I never say no right off the bat.

[3:58] Make sure that you thoroughly understand the potential payback of the opportunity.

[5:50] My #1 tip to evaluate an opportunity where the payment is "exposure"

[8:01] How to overcome an emotional response vs. a strategic response when being invited to something.

[10:00] How to get creative with your contract to make it mutually beneficial for both parties.

* Related episodes:

Building Authentic Relationships in Business with Barb Betts

How to Network if You Hate Networking Events

Revenue Goals That Actually Move the Needle

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: Text POWER to 860-609-6374

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 Steps to Hire Your Kids the RIGHT Way Aug 01, 2023

Show notes

Social media often presents a skewed perspective, showcasing only the positive aspects of certain activities since it essentially functions as a form of public marketing. Understandably, individuals rarely highlight the challenges or failures that accompany their endeavors. Recently, this trend has been evident in posts discussing the tax-saving strategy of hiring one's kids.

Many posts portray this strategy as a straightforward process, suggesting that merely transferring money into their accounts and deducting it from their taxes is all it takes. However, the reality is not quite that simple. I'll shed light on the proper steps to hire your children legitimately and offer some essential considerations to protect yourself in the event of an audit by the IRS.

What you'll hear in this episode:

[1:01] Why most things that are shared on social media do not dive into the fine print and details?

[3:15] The first thing to be aware of when hiring your kids: your business structure

[5:59] The second thing to be aware of when hiring your kids: contracts

[8:25] The third thing to be aware of when hiring your kids: job duties

[13:51] What is required to pay a child the proper way to make it legitimate in the eyes of the IRS?

* Related episodes:

Revenue Goals That Actually Move the Needle

Ways to Increase Revenue If You Hate Sales

Protecting Your Legacy Through Estate Planning with Clara Delgado Rossell

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: Text POWER to 860-609-6374

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.

Will Artificial Intelligence Become Your Accountant? Jul 31, 2023

Show notes

There is a relatively common fear that AI is coming and will eliminate certain professions. Though I do agree that AI is moving quickly and will significantly impact certain professions, I do not agree that it will completely replace humans.

I think that instead of being fearful, we should consider how AI can help us be more efficient in our fields of work, to earn back free time. I think we as humans should also be thinking about how we can add value to our clients' lives that a computer can't.

My belief is that with a proper mindset, AI can be a massive benefit to your professional life and can help you serve your clients better, resulting in a better personal life for you outside of work. Tune in to hear my thoughts.

What you'll hear in this episode:

[0:50] How can we embrace AI and use it to our advantage as business owners instead of fearing it?

[3:20] Why I think AI is going to make our jobs both easier and a lot harder.

[6:05] Think about how AI will play a role in your industry and how can you position yourself as a human that adds value.

* Related episodes:

Revenue Goals That Actually Move the Needle

Ways to Increase Revenue If You Hate Sales

What Traits We Look For in a Client

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: Text POWER to 860-609-6374

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.

Want to Leave Your Corporate Job? It's Easier Than You Think Jul 28, 2023

Show notes

Leaving a corporate job can be a stressful time. I experienced this firsthand when I was deciding whether or not to leave my corporate role. Even with a side hustle in place and some decent cash flow, I still had fear. I am going to share with you the mentality that I wish I would've had when making this decision. I think that if you have the proper mindset and perspective, the decision can be a lot less overwhelming than you'd expect.

What you'll hear in this episode:

[0:50] The feeling that I had when leaving my corporate job that I am sure any others in a similar position have experienced.

[2:32] One concept to grapple with when making this decision: What could actually go wrong?

[4:30] Use this mindset shift to reduce the mental barrier to leaping off the 'cliff'

[7:50] Reflect back on your career in corporate and think about all of the skills and talents that you've developed.

[9:45] I did not have the mentality that I have now when I left my job, but I am sharing this with you because I wish that I had.

* Related episodes:

Why I Give Away My SOPs

Protecting Your Data Online with Kathy Zant

From Time Management to Time Mastery with Laura Vanderkam

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: Text POWER to 860-609-6374

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 Develop a Brand Style with Tanya Smith Jul 27, 2023

Show notes

Branding your business is an important part of your professional image and marketing success. That said, there is often little thought put into how a logo or an image aligns with the mission of the business, especially for small businesses where the owner designs it themselves. Though there is nothing wrong with this approach, it can make it more challenging for you to establish your brand position and attract your ideal clients. Tanya Smith joins me today to share her expertise on branding your business and the importance of having a brand image that aligns with your mission and vision.

Tanya Goodall Smith is a highly sought-after branding and visual communications expert, founder of WorkStory Creative™, and a Certified Personal Branding Strategist for Brand Builders Group. Over the last 20 years, she's worked with hundreds of internationally renowned brands, including GUESS, HP, Microsoft, Gary John Bishop, and The Life Coach School, to develop and improve their brand assets.

What you'll hear in this episode:

[2:38] What does a branding expert actually help people do?

[5:22] What are some visual cues that are often communicated through brand colors and fonts?

[11:22] How do you get people who have never vocalized their brand identity to get it into words?

[14:19] When should businesses invest the time to develop a brand style?

[17:30] What are some things to consider before doing a brand photo shoot that will take it to the next level?

[23:12] How do you find the correct brand designer to work with?

[31:01] What is the difference between a personal brand and a professional brand?

Connect with Tanya:

workstorycreative.com

* Related episodes:

Building Authentic Relationships in Business with Barb Betts

How to Network if You Hate Networking Events

Revenue Goals That Actually Move the Needle

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: Text POWER to 860-609-6374

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 Manage Rapid or Unexpected Growth Jul 26, 2023

Show notes

Rapid growth is something that we all desire as business owners. However, often times we aren't set up in our businesses to handle this growth in an effective manner, neither systemically nor emotionally. The tips that I have for you today should help you think about your business and identify the weak points that may need improvement in the event of unexpected growth.

What you'll hear in this episode:

[1:15] What are some common challenges that businesses incur when they have a rapid growth spurt?

[2:37] What are some mindsets that you need to have in place if you are to experience rapid growth?

[5:01] Build a proper financial infrastructure.

[7:15] Make sure that you understand the cash flow in your business.

[11:02] Start thinking strategically about your business now, not when you start growing rapidly.

* Related episodes:

Revenue Goals That Actually Move the Needle

Ways to Increase Revenue If You Hate Sales

What Traits We Look For in a Client

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: Text POWER to 860-609-6374

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.

Related Podcasts