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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:

Get Away from the Decimal Point Sep 15, 2025

Show notes

Shannon addresses common misconceptions about financial management, emphasizing the importance of focusing on macro-level decisions rather than micro-level cost-cutting. Shannon advocates for prioritizing impactful activities that drive significant business growth and encourages entrepreneurs to delegate tasks to maintain a CEO mindset. Tune in to learn how to allocate your time and resources effectively, build sustainable profits, and drive your business toward lasting success.

What you'll hear in this episode:

[0:45] Common Misconceptions in Financial Management

[1:40] Focusing on Macro Over Micro Decisions

[3:25] Effective Financial Management Strategies

[4:55] Prioritizing Impactful Activities

[8:15] The Importance of Delegation

[10:30] Conclusion and Next Steps

Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/

Connect with Shannon: https://www.linkedin.com/in/shannonweinstein

Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Follow along on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

Why You Need More than Contracts to Protect Your Assets with Attorney Blake Harris Sep 10, 2025

Show notes

Asset protection is invaluable, especially for business owners. Shannon is joined by Blake Harris, an expert attorney specializing in offshore trusts. Dive deep into the intricacies of asset protection trusts, understand the benefits of offshore trusts in places like the Cook Islands, and why this strategy is not just for the ultra-wealthy.

Discover how proper asset protection can safeguard your wealth from lawsuits, divorce, and unexpected liabilities, and why planning ahead is crucial. Blake shares insightful examples, debunks common misconceptions, and provides actionable steps for business owners and individuals looking to explore this strategic financial move. Tune in for a masterclass on protecting what you earn and ensuring your financial future.

What you'll hear in this episode:

[0:45] Guest Introduction: Blake Harris

[2:30] Understanding Asset Protection and Trusts

[13:10] The Importance of Offshore Trusts

[17:40] Common Misconceptions and Legal Perspectives

[29:40] Steps to Setting Up a Trust

Book your consultation with Blake and his team: https://blakeharrislaw.com/

Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/

Connect with Shannon: https://www.linkedin.com/in/shannonweinstein

Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Follow along on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

Your Most Expensive Habit Sep 08, 2025

Show notes

The most expensive habit for business owners is distraction. Shannon explains how distraction not only wastes valuable time but also has a compounding negative effect on your business's growth. From shiny object syndrome to direct distractions like social media, learn how to identify and manage distractions, maintain focus on your core profit engines, and strategically align your actions with your long-term goals. Tune in for actionable insights to keep your business on track and thriving.

What you'll hear in this episode:

[0:45] The Cost of Distraction

[2:00] Types of Distractions

[5:25] Strategies to Combat Distraction

[6:35] The Importance of Focus

[8:45] Client Case Study and Final Thoughts

[10:00] Next Steps and Power Session Offer

Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/

Connect with Shannon: https://www.linkedin.com/in/shannonweinstein

Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Follow along on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

Four Ways You Might Be Stuck in Business Sep 03, 2025

Show notes

Shannon discusses the multifaceted role of business owners as resource allocators. She introduces a quadrant framework that helps identify where businesses stand in terms of capital and information, offering actionable advice for each scenario—whether you're capital-constrained, data-constrained, or simply overwhelmed with resources.

Tune in for practical insights on how to better manage your financial metrics, cash flow, and prioritization to ensure steady growth and sustainability for your business. Don't miss out on learning how to make informed decisions that propel your business forward.

What you'll hear in this episode:

[0:00] Introduction to Keep What You Earn

[0:45] The Multifaceted Role of a Business Owner

[1:40] Resource Allocation: The Key to Business Growth

[2:35] The Quadrant Framework for Resource Allocation

[3:15] Low Information, High Capital: Data Constraints

[4:15] Low Information, Low Capital: Flying Blind and Broke

[5:20] High Information, Low Capital: Capital Constraints

[6:15] High Information, High Capital: Decision Constraints

[7:30] The Role of a Fractional CFO

Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/

Connect with Shannon: https://www.linkedin.com/in/shannonweinstein

Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Follow along on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

Finding Your Marketing Focus with Amber Frankhuizen Sep 01, 2025

Show notes

Dive deep into the intersections of finance and marketing with guest Amber from AF Marketing. They explore the importance of data-driven decisions in marketing, understanding customer acquisition costs, and the lifetime value of customers. Shannon and Amber discuss the significance of consistent branding, effective use of referral programs, and the unprecedented value of training and empowering team members. Amber shares her wisdom on establishing a strong personal brand and leveraging it for business growth, all while staying true to your core values and mission. This episode is packed with practical tips and actionable strategies to help business owners scale their operations and boost profitability.

What You'll Hear

[0:45] Welcoming Amber and Discussing Finance and Marketing

[2:03] The Lure of Marketing and Its Scientific Nature

[4:00] Effective Marketing Strategies for New Businesses

[4:30] Understanding Your Market and Positioning

[8:40] Building a Personal Brand

[14:15] Focusing Your Marketing Efforts

[21:10] Data-Driven Marketing Decisions

[21:40] Sales and Marketing Alignment

[22:10] Frontline Staff Training

[23:05] Importance of Tracking Marketing Data

[24:00] Identifying and Doubling Down on Effective Strategies

[24:50] Challenges with Marketing Agencies

[26:55] Role of a CMO in Business Growth

[27:50] Empowering Your Team for Success

[30:40] Creating Consistent Brand Guidelines

Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/

Connect with Shannon: https://www.linkedin.com/in/shannonweinstein

Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Follow along on IG: https://www.instagram.com/shannonkweinstein/

Connect with Amber: https://www.linkedin.com/in/amberfrankhuizen/

Explore more on her website: https://afmktg.com/amber-frankhuizen

Follow Amber on IG: https://www.instagram.com/amberincalifornia/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

Your Finance Hire - Dos and Don'ts Aug 25, 2025

Show notes

Today, we will address a critical pain point for businesses hitting the $5 million revenue mark: knowing when to bring your finance function in-house. Shannon discusses the drawbacks of relying solely on outsourced bookkeepers and CPAs and delves into the benefits of hiring a fractional CFO. From understanding how to lead a finance team effectively to knowing the technical skills required, this episode offers invaluable insights for business owners who want to retain more profits while minimizing risks. Shannon also explains the advantages of fractional CFOs in bridging the gap between outgrowing a bookkeeper and not yet being ready for a full-time CFO hire. The episode wraps up with practical tips on how to make strategic finance hires and ensure you are getting the best talent for your needs.

What You'll Hear

[0:45] The Challenges of Scaling Finance Functions

[3:10] The Importance of Leadership in Finance

[4:45] The Role of Fractional CFOs

[8:05 Hiring and Evaluating Finance Talent

[13:40] Maximizing Customer Value

Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/

Connect with Shannon: https://www.linkedin.com/in/shannonweinstein

Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Follow along on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

Profit Sharing Options for Employees with Rob Gallaher Aug 20, 2025

Show notes

In this episode, Shannon dives into the transformative potential of profit sharing with expert guest Rob Gallagher. Rob, a successful business owner, shares his journey from the grueling early days of entrepreneurship to a thriving, profitable enterprise powered by a well-crafted profit sharing program. Learn the ten critical rules to structuring a successful profit sharing scheme, from making it substantial and attainable to the importance of education and financial wellness for employees. Rob discusses real-life examples, potential hurdles, and the tremendous benefits, including increased profits and improved work-life balance. This episode is packed with actionable insights ideal for business owners looking to implement profit sharing and inspire an ownership mentality among their teams. Tune in to discover how to supercharge your business's success through effective profit sharing strategies.

[1:20] The Struggles and Realizations of a Business Owner

[3:10] Discovering and Implementing Profit Sharing

[4:22] The Challenges and Evolution of Profit Sharing

[7:50] The Importance of Monthly Profit Sharing

[9:15] Rules for a Successful Profit Sharing Program

[14:20] Essential Elements for Implementing Profit Sharing

[23:40] Final Thoughts and Encouragement

25:10 The Power of Team Collaboration

[26:15] Educating Employees on Profit Sharing

[27:00] Sharing Financials with Employees

Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/

Connect with Shannon: https://www.linkedin.com/in/shannonweinstein

Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Follow along on IG: https://www.instagram.com/shannonkweinstein/

Connect with Rob: Instagram: https://www.instagram.com/robertgallaher/?hl=en LinkedIn: https://www.linkedin.com/in/robertgallaher/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

Meet KWYE's Newest CFO, Erica Aug 18, 2025

Show notes

Join Shannon, as she introduces the newest team member, Erica Barrow, to 'Keep What You Earn Co'. With a unique background in forensic accounting and military experience, Erica brings a fresh perspective to boosting client success. Discover their collaborative approach to solving financial puzzles and empowering business owners to make smarter decisions. Tune in for insights on how this dynamic team navigates challenges, offers critical advice, and continues to evolve for the benefit of their clients.

What You'll Hear:

[0:45] Meet Erica Barrow: Our New Team Member

[2:45] The Role of a CFO: Misconceptions and Realities

[6:00] Client Interactions and Unique Approaches

[7:25] The Value of Collaborative Financial Management

[9:15] Surprises and Challenges in Financial Services

[11:30] Continuous Growth and Evolution

Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/

Connect with Shannon: https://www.linkedin.com/in/shannonweinstein

Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Follow along on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

Luxury Travel & Perks for Business Owners with Eli Facenda Aug 13, 2025

Show notes

Ready to unlock a life of luxury travel without breaking the bank? In this episode, Shannon sits down with Eli Facenda, the "Eli Travel Guy," to reveal how business owners can experience bucket-list adventures, maximize credit card points, and design a business that funds your dream lifestyle. What You'll Hear: [2:00] The 3 big myths stopping entrepreneurs from traveling [8:10] The "Experiential Millionaire" framework: designing a business that funds your dream lifestyle [13:00] How travel can actually increase your business's value [16:30] The 3-bucket system for maximizing points and perks [24:50] Pro tips for picking the right credit cards and avoiding common mistakes [41:00] Eli's free playbook & final inspiration to start living your travel dreams Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/ Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

What to Expect From Your CFO with Pam Jordan Aug 06, 2025

Show notes

In this episode, Shannon sits down with Pam Jordan, an experienced CFO and founder of Pivot Business Group. Together, they demystify the role of a CFO, discuss the differences between CFOs, CPAs, and bookkeepers, and share actionable advice for business owners looking to scale and build enterprise value. What You'll Hear: [5:00] What is a fractional CFO? [10:00] The difference between CFOs, CPAs, and bookkeepers [20:00] How to get value from your CFO, even with messy books [30:00] The importance of goals and "money trauma" [40:00]Building a flexible, family-friendly business model Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/ Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

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