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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:

Optimizing Your Email Marketing Strategy with Jeff Felten Feb 06, 2023

Show notes

If you're anything like me, you're fatigued by emails. Maybe you're feeling more like an inbox manager than a CEO. If you don't have to read it, you aren't going to. So how do you stand out in other people's inboxes? How do you get your ideal customer to open, click, and engage? We have Jeff Felten on the show today to answer those questions!

Jeff is an email marketing strategist and copywriter who helps service-based business owners hustle less for leads and build armies of loyal fans. Since 2018, Jeff has worked with 40+ brands, written +1k marketing emails and +100 web pages, and helped clients drive more than $100k in email revenue alone.

Connect with Jeff on Twitter: mobile.twitter.com/content_remedy

Connect on LinkedIn: www.linkedin.com/in/jeff-felten/

Get Jeff's service-based email marketing checklist: www.contentremedy.co/email-marketing-checklist

* Related episodes:

195. Hosting a Profitable Event with Sarah Brush

198. Selling Pain Points and Not Problems

202. Selling Through Service with Ashley Frank

* Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.com/

* Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

* Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so

* Hire us: https://www.fitnancialsolutions.com/accounting

* See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

* Find me on IG @shannonkweinstein

* Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

* Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

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.

Setting and Measuring Progress Toward Your Business Goals Feb 03, 2023

Show notes

Effective goal setting is crucial for the growth and success of any business or personal endeavor. However, many people struggle with setting impactful goals that are both manageable and measurable. One strategy for achieving this is to break down larger goals into smaller, achievable milestones. By focusing on these smaller steps, you can stay on track and make steady progress toward your ultimate goal. In this discussion, we will explore the steps and considerations necessary for setting effective, impactful goals for your business or personal goals, and how breaking them down can make them more manageable and measurable.

* Related episodes:

176. When Should You Hire a Fractional CFO?

199. How to Set Effective Goals for the New Year

206. What is EBITDA?

* Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.com/

* Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

* Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so

* Hire us: https://www.fitnancialsolutions.com/accounting

* See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

* Find me on IG @shannonkweinstein

* Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

* Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

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.

Website Elements that Convert with Ari Krzyzek Feb 02, 2023

Show notes

When it comes to websites, we get a lot of conflicting advice. When should I develop my website? Is it absolutely essential? It can be really overwhelming at any stage of business!

We've got Ari Krzyzek on the show today, CEO and Head of Strategy at Chykalophia (read: see-ka-lo-fia). She helps FemTech, DTC, and women-led brands transform their website into a platform that unlocks business opportunities. She co-authored the #1 New Release book, Made to Sell: Creating Websites that Convert.

We're talking about when you need a website, when you may not need one, and five key elements to include on your website to ensure that it converts.

Follow Ari on LinkedIn: https://www.linkedin.com/in/arichykalophia/

Check out Chykalophia: https://chykalophia.com/

* Related episodes:

195. Hosting a Profitable Event with Sarah Brush

198. Selling Pain Points and Not Problems

202. Selling Through Service with Ashley Frank

* Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.com/

* Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

* Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so

* Hire us: https://www.fitnancialsolutions.com/accounting

* See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

* Find me on IG @shannonkweinstein

* Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

* Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

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.

Deducting Business Travel Feb 01, 2023

Show notes

With travel so expensive at the moment, it's natural to wonder how you could make that upcoming trip deductible. The best thing you can do is plan ahead and get in touch with your accountant to discuss your goals.

The entire point of a business trip must be business if you want to deduct it all. If your primary reason for going to the destination is business but you extend your stay for vacation or personal matters, you can only deduct the business-related expenses.

Another requirement has to do with your tax home, the place you do the majority of your business regardless of where you live. When you travel for business it needs to be far enough outside of your tax home that it would make sense for you to stay the night.

Maybe you're still wondering what kinds of activities can make it a business trip. Training, seminars, conferences, meeting with clients or future clients, meetings with vendors or future vendors, scouting office real estate, attending live events, podcast recording, video shoots, team retreats, and the list goes on.

If it makes sense for YOUR business then it can be deducted, be sure to always check with your accountant or tax pro before your trip so you can be prepared!

* Related episodes:

196. How to Handle Suspicious Tax Pros

201. How to Deduct Medical Costs and Self-Employed Health Insurance

204. Live Q&A: Will Anyone Actually Buy My Offer?

* Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.com/

* Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

* Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so

* Hire us: https://www.fitnancialsolutions.com/accounting

* See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

* Find me on IG @shannonkweinstein

* Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

* Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

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.

Short-form Content Strategies for Brand Growth with Hilary Billings Jan 31, 2023

Show notes

I don't think anyone would argue if I said that short-form video is really the vehicle for attention right now. It's a great way to get seen and heard a lot faster because everyone is consuming this type of content now! We're talking about how to leverage short-form video as a personal brand and as a business to get in front of your ideal customer or client.

Hilary Billings is a popular viral video creator and strategist. She is also the Co-Founder and CEO of Attentioneers, a creative agency that helps brands and their partners drive exponential audience growth through viral content. As evidenced by the fact that she grew from 0-400k followers on TikTok in 40 days, Hilary understands the psychology of capturing and keeping attention online. She uses this expertise to demystify TikTok for her clients and to help them build genuine relationships with their followers – all while going viral.

Visit the Attentioneers website: www.attentioneers.com/

Follow along on TikTok: www.tiktok.com/@hilarybillings?lang=en

Make your puppet dreams come true: www.etsy.com/shop/MyCustomPuppet

* Related episodes:

195. Hosting a Profitable Event with Sarah Brush

198. Selling Pain Points and Not Problems

202. Selling Through Service with Ashley Frank

* Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.com/

* Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

* Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so

* Hire us: https://www.fitnancialsolutions.com/accounting

* See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

* Find me on IG @shannonkweinstein

* Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

* Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

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 Person With the Most Financial Control in Your Business Jan 30, 2023

Show notes

It's not your CFO or tax professional, so who do you think it is?

You may be surprised to find that I believe your bookkeeper has the most financial control in your business. Your bookkeeper determines how your financial data is logged and shared. They hold a lot of power in the decisions they make.

If they don't have a basic understanding of what is deductible, you could be missing out on tons of tax savings.

* Related episodes:

194. How to Read a Balance Sheet

199. How to Set Effective Goals for the New Year

206. What is EBITDA?

* Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.com/

* Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

* Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so

* Hire us: https://www.fitnancialsolutions.com/accounting

* See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

* Find me on IG @shannonkweinstein

* Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

* Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

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 Read Financial Reports as a New Business Owner Jan 27, 2023

Show notes

As a new business owner, you may feel like you need to understand what each line and item number on your financial reports is for but I believe the key is to understand what question each statement answers for you.

I'm unpacking the profit and loss sheet, balance sheet, and cash flow statement. Think about it in terms of a weight loss goal; if your profit and loss are like a food and exercise log, your balance sheet is a weigh-in, and your cash flow is your metabolism.

* Related episodes:

197. Manifestation Mastery with Angela Christian

200. Setting and Exercising Effective Boundaries with Woodrie Burich

205. Lessons From 120 Women Leaders with Julia Boorstin

* Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.com/

* Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

* Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so

* Hire us: https://www.fitnancialsolutions.com/accounting

* See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

* Find me on IG @shannonkweinstein

* Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

* Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

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 Building a Personal Brand Should be a Priority with AJ Vaden Jan 26, 2023

Show notes

Shannon is joined on the show by AJ Vaden to dive deep into the world of personal branding for entrepreneurs. As a business owner, your personal brand is crucial for your success, and we're here to show you how to cultivate the personal brand you want and stand out in your industry.

AJ Vaden, the founder of Brand Builders Group, a personal branding strategy firm for experts, shares her background and insights on personal branding and dispels the myth that personal branding is not important for certain professionals. With the help of national research studies on personal branding trends, we show you why now is the best time to invest in your personal brand and how it can help you grow your business.

Tune in to take your personal brand to the next level and gain the trust of your audience as an entrepreneur.

* Related episodes:

179. How I Crank Out Content

170. How to Utilize Influencer Marketing Effectively with Ali Grant

29. Empowering Female Entrepreneurs and Building an Online Personal Brand with Genecia Alluora

*Check out AJ's website for more information on her services to see if it's the right fit for you! https://brandbuildersgroup.com/aj-vaden/

* Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.com/

* Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

* Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so

* Hire us: https://www.fitnancialsolutions.com/accounting

* See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

* Find me on IG @shannonkweinstein

* Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

* Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

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 Do I Use the S Corp Strategy? Jan 25, 2023

Show notes

All too often, I come across business owners who have their S Corp set up but they don't understand why or how to actually use it to their advantage. It's super common for accountants to file the paperwork without explaining your new responsibilities or the new strategies that come with being an S Corp owner.

The main way that the S Corporation saves you money is by decreasing the amount of self-employment tax you have to pay. You effectively separate yourself from the business and become an employee so that you only have to pay employment taxes on the portion of income you take in salary.

However, often missed are the ways that an S Corp can indirectly save you money. You can leverage accountable plans and the Augusta rule. These are tax-free transfers of money that keep cash in your control.

* Related episodes:

196: How to Handle Suspicious Tax Pros

201: How to Deduct Medical Costs and Self-Employed Health Insurance

208: Live Q&A: How Much Money Am I Actually Making in My Business?

* Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.com/

* Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

* Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so

* Hire us: https://www.fitnancialsolutions.com/accounting

* See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

* Find me on IG @shannonkweinstein

* Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

* Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

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 Much Should I Pay Myself as an S Corp Owner? Jan 24, 2023

Show notes

The salary requirement is the most ambiguous part of S Corp compliance. The IRS says you have to pay yourself a reasonable salary but they don't say how much that is or how to figure it out! But pay too little, and you'll find yourself in trouble.

I'm walking you through the seven-step process we use with clients to determine their reasonable salary.

* Related episodes:

196. How to Handle Suspicious Tax Pros

201. How to Deduct Medical Costs and Self-Employed Health Insurance

204. Live Q&A: Will Anyone Actually Buy My Offer?

* Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.com/

* Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

* Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so

* Hire us: https://www.fitnancialsolutions.com/accounting

* See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

* Find me on IG @shannonkweinstein

* Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

* Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

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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