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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:

Protecting Your Legacy Through Estate Planning with Clara Delgado Rossell Jul 25, 2023

Show notes

Planning for the future of your business and assets is often overlooked in our daily lives, particularly for those of us who feel young and healthy. However, it is a crucial aspect of any business, regardless of whether your intention is for the business to continue after you or if you plan to retire and close it. As business owners, we cannot always predict what lies ahead, which is why it is essential to have clear directions for ownership and succession planning in place if the need arises.

Today, I am joined by Clara Delgado Rossell, founder, and principal of Providence Legal, P.A. With her extensive experience in estate planning, asset protection, trust, and probate administration, she assists clients from diverse backgrounds. During our discussion, Clara will emphasize the significance of estate planning for business owners and share some cautionary tales where inadequate planning led to unfortunate outcomes.

What you'll hear in this episode:

[2:40] Who is Clara and how did she get into estate planning?

[4:30] What is estate planning and why is it important?

[9:54] When and how estate planning comes into play in your life and what the differences are from probate administration.

[16:05] What is the recommendation for a business owner as far as estate planning is concerned?

[22:30] Are there any potential benefits to moving assets into other people's names while you are still alive to potentially minimize the tax or estate burden on the beneficiaries?

[29:55] How should you go about picking an estate planning attorney?

For complimentary initial consultations: https://calendly.com/claradelgadorossell

Consultations can also be booked directly on her website at: www.providencelegalpa.com

IG: @claramarinara

* Related episodes:

Understanding Criminal Tax Activity and The Repercussions with Robert Nordlander

Protecting Your Data Online with Kathy Zant

Should You Pay Quarterly Tax Estimates?

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.

Leveraging Collaborations for Business Growth Jul 24, 2023

Show notes

Oftentimes we see others that are in a similar space to us as competitors, but what if we started viewing them as collaborators? I recently had this realization and figured out ways that I could work together with these people to benefit both of our businesses. I will be sharing an example specific to my business in this episode, but hope that this prompts some ideas and opportunities for you to grow your business while also helping others grow theirs.

What you'll hear in this episode:

[0:50] We tend to miss some obvious opportunities because we see others in our industry as competitors instead of collaborators.

[2:20] Here is an example of how I was able to capitalize on collaboration in my own business.

[3:40] How I have been able to find my ideal clients early in their business journey to cultivate relationships for the future.

[5:35] Why it's easier for me to get in front of my ideal clients using this collaborative method instead of marketing it myself.

Connect with Andrea at Liquid Cents Bookkeeping:

Andrea@LiquidCentsBookkeeping.com

https://www.liquidcentsbookkeeping.com/

* Related episodes:

Revenue Goals That Actually Move the Needle

How to Command High Referral Fees

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 Manage Remote Teams Jul 21, 2023

Show notes

I believe that remote work and workers are here to stay. I myself was a remote worker when I still worked in corporate America and I work with a remote team and remote clients today.

I have seen and personally felt that it is easy to unintentionally ostracize your remote workers because they are not there in person with the rest of the team. I wanted to share today some tops that I have to make sure that your remote workers feel included as part of the team, feel trusted by the team, and can perform to your standards.

What you'll hear in this episode:

[0:50] Remote teams are here to stay and why you should learn how to manage them to feel included.

[3:00] My #1 tip for managing remote workers and making them feel included.

[5:10] Why you should schedule regular check-ins and team meetings.

[6:40] Ensure that there is trust within the team and find opportunities to foster trust.

[9:06] Make sure you are going above and beyond to make your remote employees feel supported.

* 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.

Building Authentic Relationships in Business with Barb Betts Jul 20, 2023

Show notes

When you enter into a relationship with a potential client, collaborator, or peer in your industry, what is the first thing on your mind? If it's leads, money, or a transaction, the relationship is unlikely to last. Being authentic and genuinely caring about people is critical to having sustainable, meaningful, and profitable relationships.

Barb Betts joins the show today to discuss how she has developed and nurtured relationships throughout her career for success. Barb is a seasoned real estate expert with over 20 yrs experience, a passionate educator, and the CEO of RECollective. Whether she's teaching on social media, or Real Estate By Relationship®, Barb brings an honest, compassionate, and transparent approach to every single stage. Through her signature course, Real Estate By Relationship®, Barb educates business builders on the exact systems, processes, and knowledge necessary to succeed in any market.

Regardless of the industry you work in, the information Barb shares today is integral to success.

What you'll hear in this episode:

[2:50] Introduction to Barb and how she became so passionate about authenticity in business.

[7:45] What is the difference between authenticity and transparency and how do they show up differently in business?

[9:40] Is it possible to be too authentic?

[12:40] Why is being authentic so important for business owners right now?

[15:00] How do you cultivate stronger relationships that lead to pivots or changes in business?

[23:00] Why are people not taking the time to do the simple steps to develop deep, meaningful relationships in business?

[30:32] How to find clients that you actually want to work with.

Connect with Barb:

Podcast: Relationships Are Your Superpower

* Related episodes:

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

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 Network if You Hate Networking Events Jul 19, 2023

Show notes

Do you dread networking events? You aren't alone in this. I have felt this same way many times throughout my career, especially when networking feels forced. Personally, to overcome this feeling, I have found a few ways to make networking events more tolerable and even sometimes enjoyable. Approach your next marketing event with these tips and make deeper, more meaningful connections.

What you'll hear in this episode:

[0:50] What is the value of networking?

[2:02] My thoughts on networking events.

[2:46] How I approach networking events to make the most of them.

[4:15] The mentality I bring into relationships has benefited me greatly over the life of my business.

[6:20] The benefit of asking thoughtful questions.

* Related episodes:

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

Should I Offer a Money Back Guarantee?

How to Generate Cash Without Increasing Price

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.

Do You Really Need a Business Plan? Jul 18, 2023

Show notes

Entrepreneurs often wonder whether a business plan is a prerequisite for launching their ventures. In my view, the answer is no. There are several reasons why I hold this opinion, including the actual purpose of business plans and the situations where they can prove beneficial. I'll discuss this topic further and share my thoughts on it.

What you'll hear on this episode:

[1:28] What is a business plan?

[2:34] Should you go through the exercise of creating a business plan, even if you do not need one?

[4:17] Performing a SWOT analysis as part of your business plan.

[6:10] Analysis by paralysis is not moving you forward

[7:19] What are some downsides of creating a business plan?

Sign Up for the Cash Flow Compass Newsletter: https://shorturl.at/cefHP

* Related episodes:

Coaching Alone Can't Resolve Your Cash Flow Problem

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

The Importance of Communicating Expectations in Business

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.

Carving Your Path out of Corporate with Lauren Furtado Jul 17, 2023

Show notes

I am delighted to introduce a very special guest on today's podcast episode. Joining me is the talented and inspiring Lauren Furtado, who happens to be both a dear friend and colleague at Fitnancial Solutions.

Lauren's professional journey closely aligns with my own, as she worked her way up the ranks in a prominent big 4 firm. Throughout her career, she gained invaluable experiences by working with a diverse range of companies and providing insightful consultations. However, recently, she made a bold decision to transition from the corporate world into the realm of entrepreneurship, establishing her own venture named Unconventional CFO Services.

During our conversation, we delve into Lauren's remarkable journey out of the corporate environment and into the dynamic world of entrepreneurship. We explore the obstacles she encountered along the way and how she's worked to overcome them. By sharing her experiences and insights, our aim is to inspire and motivate you to take the necessary steps toward achieving your own career goals and aspirations.

What you'll hear in this episode:

[2:51] How did Lauren decide that she wanted to become an accountant and what is her accounting history?

[12:00] How did Lauren and I meet and how did it shift Laurens's opinion on fractional CFO work?

[17:41] Lauren and I's first in-person experience and how that helped her leave her corporate career.

[21:45] What shifted in Lauren's mind that led her to make the leap to entrepreneurship?

[24:20] What is Laurens's business? Who is her ideal client?

[33:15] What is one of the skill sets that unexpectedly transferred well from working at the big 4 into entrepreneurship?

* Related episodes:

Coaching Alone Can't Resolve Your Cash Flow Problem

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

The Importance of Communicating Expectations in Business

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.

Why I Give Away My SOPs Jul 14, 2023

Show notes

I have received criticism for being overly transparent about my processes and procedures, which may come as a surprise to some considering the traditional notion that accountants sell their knowledge. However, as I've progressed in my career, I've come to realize that many others offer similar services. What truly sets professionals apart is the customer experience they provide.

It is crucial not to shy away from sharing your processes and systems, as long as you have confidence in the exceptional customer experience you offer. In fact, openly discussing your methods can demonstrate your expertise and build trust with clients. By emphasizing the unique value you bring through your approach and the positive outcomes it delivers, you differentiate yourself from the competition.

What you;ll hear in this episode:

[0:50] I am very open with my processes and procedures.

[3:06] The reason why I am so open to sharing my processes and procedures.

[6:05] The importance of service, experience, and personalization within your offers.

* Related episodes:

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

My Advice for High School and College Grads

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

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.

Revenue Goals That Actually Move the Needle Jul 13, 2023

Show notes

As business owners, setting revenue targets is a common practice. Initially, we aim for a number that covers our expenses, and then we gradually expand it to include some extra income for ourselves. Over time, this number keeps growing as we strive for financial stability, considering our business as our primary source of livelihood.

However, it's crucial to stay connected to our "why" and have a clear understanding of what it will truly take to achieve these business goals. To facilitate this journey, I will share my approach of breaking down significant business goals into actionable steps that can be pursued daily, ultimately increasing the likelihood of success.

What you'll hear in this episode:

[0:50] Why setting a revenue target as a goal in your business may not be thorough enough.

[2:30] Stepping through an example to show how 'drivers' factor into successfully hitting goals.

[6:45] Breaking down your larger goal into manageable daily goals.

[9:00] Give yourself and scorecard and time to reflect on your actions based on your scorecard.

[11:48] Stop expecting different results after taking the same actions.

* Related episodes:

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

Should I Offer a Money Back Guarantee?

How to Generate Cash Without Increasing Price

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 Command High Referral Fees Jul 12, 2023

Show notes

Are you experiencing a situation where you're attracting a mix of leads, some of which align with your business while others do not? If so, it's essential to have a strategy in place to handle these individuals effectively. By implementing the right approach, you can potentially turn these leads into a valuable revenue stream for your business.

Obtaining high-quality leads can be a challenging task for any business. If your brand or business attracts individuals who may or may not align with your offerings, it's crucial to explore opportunities to leverage these leads for the benefit of both your business and others. One effective way to do this is by collaborating with other businesses and sharing these leads, potentially collecting referral fees in the process. By doing so, you can not only help your friends and peers grow their businesses but also foster the growth of your own business.

Tune in to hear my advice on this topic.

What you'll hear in this episode:

[0:50] Referrals is a significanly under appreciated revenue stream in business.

[2:30] How do you actually make money from referrals?

[4:20] Why I am never turning down a relationship in business.

[4:45] How can you command higher referral fees for your ability to generate leads?

[6:46] The importance of vetting all of your leads and making sure they are up to your standards before making any referrals.

Connect with Elmwood Bookkeeping: elmwoodbookkeepers.com

* Related episodes:

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

Should I Offer a Money Back Guarantee?

How to Generate Cash Without Increasing Price

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.

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