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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 Data Online with Kathy Zant Jul 11, 2023

Show notes

I have an episode for you today that is a bit different than normal, as we are not talking about taxes, money, or mindset but cybersecurity. I wanted to put this out because cybersecurity is an important part of keeping what you earn, and protecting yourself and your assets.

Numerous small businesses think that they aren't at risk of a security incident because they're too small. However, hackers know that smaller businesses have less security awareness and defenses to prevent hacks than large organizations do. Kathy Zant is here to share stories we can learn from and things we can all do to be more security aware, new tools that are available to protect us, and best practices for small business cybersecurity.

What you'll hear in this episode:

[2:27] Who is Kathy Zant and why is she so passionate about cybersecurity?

[6:32] How can entrepreneurs be more vigilant and reduce the risk of hacking incidents themselves?

[9:30] What should be part of your incident response plan in case of an incident?

[17:51] What are the minimum viable things that all people should have in place to protect their data?

[22:30] What are some of the most impactful things that Kathy has seen happen to small business owners that could have been prevented using cybersecurity?

[28:20] What are some of the realities of hacking that humans play a part in that are hard to mitigate?

[36:40] How should you avoid hacking by being careful with what you share on social media?

Password Checker Website: https://haveibeenpwned.com/

Connect with Kathy

* 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.

Ways to Increase Revenue If You Hate Sales Jul 10, 2023

Show notes

Do you struggle with going out and finding new customers? Many indivudals who have never had to sell themselves in business struggle with this aspect of entrepreneurship. What if there were other ways to generate revenue instead of bringing in new clients?

This is what I am covering in today's episode. I have some helpful analogies to help explain how to use your current position in business to generate additional revenue from your own clients, and with the help of other businesses.

What you'll hear in this episode:

[0:50] Why some people dislike sales.

[3:10] This is what most people default to when they need to generate more revenue.

[4:19] Method 1: Do you have existing clients that could use a folow up, reboot, or upsell based on where they are at?

[7:13] Partner with someone who performs the services both before and after yours, and form a partnership with them.

[10:38] Be extremely cognitive of referral fees and the workload it puts on you.

* 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.

What Traits We Look For in a Client Jul 07, 2023

Show notes

Are you stuck working with unfulfilling clients? While it's sometimes necessary to generate cash flow early on, as our businesses grow, we gain the freedom to choose our clients. It's crucial to identify the right clients for your business. I'll share my approach to client selection and provide ideas for determining who to work with within your own business.

What you'll hear in this episode:

[1:53] The value in working with a variety of people early in business.

[3:23] I use this metaphor to determine which clients I want to work with.

[6:46] How to apply these concepts to your own business.

Connect with Andrea at Liquid Cents Bookkeeping:

Andrea@LiquidCentsBookkeeping.com

https://www.liquidcentsbookkeeping.com/

* Related episodes:

Differentiating Between Margin and Markup

You Accomplished Your Goal. What's Next?

What Your Numbers Are Trying to Tell You

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.

Are You Articulating Your Value? Jul 06, 2023

Show notes

I believed my marketing strategy was flawless for a long time, but I was mistaken. I had been approaching it slightly incorrectly all along. Countless entrepreneurs fail to reach their maximum potential due to their difficulty in communicating the problems they solve. I'll be sharing the valuable insights I've gained regarding expressing your value in marketing.

What you'll hear in this episode:

[2:38] The problem you solve vs the problem you sell.

[4:43] An example of what people are actually searching for in a CPA.

[7:02] An example of what people are actually searching for in a nutrition service.

[11:13] How to sell a problem that you truly solve.

* Related episodes:

Creating Community in Your Business with Teri Yu

How to Handle a Negative Business Review

Should I Offer a Money Back Guarantee?

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.

Financial Metrics to Know for Service Based Businesses Jul 05, 2023

Show notes

Following up on my previous episode about the unique challenges of product-based businesses, today I will be discussing service-based businesses.

There are often many fewer moving parts in service-based businesses, but that does not mean that tracking your finances should be ignored. I often see service-based businesses overspending on labor, advertising, and customer acquisition because they do not have an understanding of what they should be tracking.

I will be discussing the key components to track in your service-based business to make sure that your business is sustainable.

What you'll hear in this episode:

[0:50] The unique challenges that come with a service-based business.

[1:30] The #1 thing to track in your service-based business: labor cost.

[4:50] The #2 thing to track in your service-based business: customer acquisition cost.

[9:18] The #3 thing to track in your service-based business: your time.

[11:17] The #4 thing to track in your service-based business: churn.

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

Related episodes:

Questions to Ask Yourself as a CEO

Why You Want to Build a Sellable Business

Get Back In The Driver's Seat Of Your Business Finances

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.

From Time Management to Time Mastery with Laura Vanderkam Jul 04, 2023

Show notes

Are you constantly feeling overwhelmed by the never-ending tasks on your to-do list? Do you find yourself working non-stop without any time for yourself? You're not alone in this struggle. Many people, especially entrepreneurs, face the challenge of balancing their work and personal lives. However, there are simple steps you can take to address this issue.

Joining me on the show today is Laura Vanderkam, an esteemed author known for her expertise in time management. With her extensive research and experience studying countless schedules, she has discovered several effective techniques that can help almost everyone regain control of their busy lives.

If you're tired of constantly playing catch-up with your calendar, this episode is a must-listen. Laura will share valuable insights and strategies that can finally help you get ahead and find balance in your life.

What you'll hear in this episode:

[3:01] What made Laura so passionate about time management?

[3:45] What is one of the most unexpected things Laura discovered through her work?

[5:50] What are the characteristics of a resilient schedule?

[10:45] How do you take control of your calendar?

[15:00] Are multitasking and compressing time effective time management skills?

[18:19] What is holding people back from unlocking the maximum potential of their time?

[23:45] What are some ways that you can get clarity on your calendar?

[25:55] What are Laura's other top tips for people who want to gain control of their time?

[32:50] What are some staple elements that everyone should work into their week to feel most in control of their schedule?

Connect with Laura:

lauravanderkam.com

Before Breakfast Podcast

Best of Both Worlds Podcast

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.

Financial Metrics to Know for Product Based Businesses Jul 03, 2023

Show notes

Owning a product-based business has unique challenges when compared to a service-based business. There are often a lot more moving parts as you have to not only work to get the product to your business, but then you also work on the other end to sell it to a consumer.

Each step often involves additional cost and finances can get a little convoluted if not properly tracked and managed. I am going to discuss some of the primary financial metrics that I think product-based businesses should be tracking to ensure adequate profitability.

What you'll hear in this episode:

[0:50] Why product-based businesses are often more difficult to start than service-based businesses?

[2:05] Differences in financials between a product and service-based business.

[2:48] The #1 metric to determine if you are on the right track: gross margin.

[5:10] The #2 metric to determine if you are on the right track: analyzing trends of time for various SKUs.

[9:40] The #3 metric to determine if you are on the right track: inventory turnover.

Related episodes:

Questions to Ask Yourself as a CEO

Why You Want to Build a Sellable Business

Get Back In The Driver's Seat Of Your Business Finances

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 Things You Need to Know Before Selling a Business Jun 30, 2023

Show notes

Selling your business is an exciting time for most business owners. That said, often times business owners have never even considered that their business was sellable so when an offer comes through, they are completely unprepared and unsure how to proceed.

I will be discussing the three main things that I think you should be aware of as a business owner when engaging in negotiations to sell your business. You don't want to be caught in a situation where the money is clouding your judgment. Use these tips to make sure that you are prepared.

[0:50] Do you have an exit strategy for your business?

[1:55] The #1 thing to be ready for when selling your business: terms of the agreement.

[5:03] The #2 thing to be ready for when selling your business: depreciation recapture.

[11:22] The #2 thing to be ready for when selling your business: understanding your basis.

Related episodes:

Questions to Ask Yourself as a CEO

Why You Want to Build a Sellable Business

Get Back In The Driver's Seat Of Your Business Finances

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.

Coaching Alone Can't Resolve Your Cash Flow Problem Jun 29, 2023

Show notes

In my opinion, the marketing around coaching is getting a little extreme. I see coaches promoting their extraordinary results or their atypical and exceptional clients as though that's the expectation of what you can experience by working with them.

Of course, this is solid marketing, but I think that as consumers and as business owners who are potential customers of these coaches, you have to be mindful of what this is doing. I'll discuss how important it is to understand that just because you hire a coach doesn't mean you are guaranteed to experience the results they are advertising.

What you'll hear in this episode:

[0:58] The marketing surrounding coaching is getting extreme.

[2:18] The long game is success and consistency

[4:32] The process of scaling up your business.

[6:39] The problem with relying on coaching as a solution to money problems.

[8:31] How to create mindfulness through simple questions.

[12:38] How to consume information in an honest way.

Related episodes:

What is an Asset vs an Expense?

Which Financial Professionals Do You Need in Your Business?

How to Build a Solid Financial Foundation in Your 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.

Differentiating Between Margin and Markup Jun 28, 2023

Show notes

As an accountant and someone who deals with business lingo all day every day, I often forget that a lot of the terminology that we use is not common knowledge to the general public. I have to remember this regularly when working with clients to ensure that they properly understand what I am stating.

A common confusion when working with clients is the notion of markup vs margin. Though similar, these two terms have one distinct difference. Tune in to hear this broken down into simple terms that anyone can understand.

What you'll hear in this episode:

[0:58] Most of us accountants speak the language of business and often forget that clients do not inherently understand all of the words that we use.

[2:15] Clearing up some of the confusion between margin and markup.

[3:15] This example should help you break down and understand margin vs markup.

[7:15] My recommendation on tracking markup vs margin.

Related episodes:

Get Back In The Driver's Seat Of Your Business Finances

How to Generate Cash Without Increasing Price

Tips for Negotiating Business Deals

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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