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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:

Do I Need to Send a 1099? Jan 09, 2023

Show notes

Questions about 1099s? We're doing a deep dive this week! We're kicking it off by answering the basics. Who needs to send a 1099? Who needs to receive a 1099?

We'll be focusing on the 1099-NEC, used for non-employee compensation. There's a three-step process we can use to determine if we need to send a 1099-NEC to a contractor or service paid for through your business.

First, did you pay them more than $600 cumulatively over the course of the year? If not, you don't need to send a 1099. If you did pay them more than that, you need to determine if you paid them by cash, check, ACH transfer, or Zelle. If you didn't, no 1099 for them! If you did, the last thing you need to determine is their tax status; are they taxed as a corporation? If they are, you will not send them a 1099.

In short, if you paid someone more than $600 over the course of the year by cash, check, ACH transfer, or Zelle, and they are NOT taxed as a corporation, you will send them a 1099-NEC.

* Related episodes:

160. How to Manage a Business with Multiple Owners with Jeremy Wells, CPA, EA

183. Is it Too Late to Elect the S Corp?

190. Live Q&A: Deducting Startup Costs in a New 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.

Live Q&A: How Much Money Am I Actually Making in My Business? Jan 06, 2023

Show notes

As an entrepreneur, it may feel like you never know how much money you're making! When you don't know how much you're making, it's hard to make good decisions in business and in life.

When can you take time off? Can you afford to hire a new employee? Will you make enough to pay yourself?

It all come down to cash flow. We're covering how to manage and track cash flow so you can make informed decisions. Tune in for tools to help and strategies you can utilize.

Check out all of Shannon's recommendations: www.fitnancialsolutions.com/recommendations

* Related episodes:

190. Live Q&A: Deducting Startup Costs in a New Business

196. How to Handle Suspicious Tax Pros

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

* 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.

LinkedIn Strategies that Work with Katie McKiever Jan 05, 2023

Show notes

I'm not going to lie, when I started my business, I was super skeptical about joining LinkedIn as a business. I've since gotten into a good rhythm but this interview with Katie McKiever still reframed my perspective on how LinkedIn can be used for small businesses and entrepreneurs.

Katie McKiever has vast social media, communications, and content marketing expertise. For more than twelve years, she has specifically worked in social media marketing, previously managing social media teams for multiple multi-million dollar organizations and one multi-billion dollar organization. Now, she builds creative social media solutions for growing brands as a sought-after consultant.

She has single-handedly crafted tens of thousands of social media posts, brought tens of millions of impressions, and millions of dollars in earned media and direct business value through the content that she has created for brands' social media channels. Katie has trained hundreds of individuals in social media best practices.

* Join Katie's newsletter for all of the latest social updates: https://view.flodesk.com/pages/60c73326f10375026d7161f2

* Connect with Katie on LinkedIn: https://www.linkedin.com/in/katiemckiever

Follow Katie on IG @katiemckiever

* Related episodes:

181. What Problem Do You REALLY Solve?

186. Out-value Your Competition

189. Can't Find Clients? You May Be Looking in the Wrong Places

* 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.

What is EBITDA? Jan 04, 2023

Show notes

EBITDA is something you may have heard in the finance world. But what is it? And what does it tell you?

EBITDA stands for earnings before interest, taxes, depreciation, and amortization. When you take your earnings and add back in interest expense, taxes, depreciation, and amortization you'll get your EBITDA.

For many of you this number may be the same as your net profit (earnings) because you don't have interest, taxes, depreciation, and amortization to pay but if your EBITDA is different than net income, it's important to know.

* Related episodes:

166. What Does a Fractional CFO Do?

174. Building Wealth Habits with Candy Valentino

176. When Should You Hire a Fractional CFO?

* 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

* 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.

Lessons From 120 Women Leaders with Julia Boorstin Jan 03, 2023

Show notes

Julia Boorstin is CNBC's Senior Media & Tech Correspondent and has been an on-air reporter for the network since 2006. In 2013, she created and launched the CNBC Disruptor 50, an annual list she oversees, highlighting private companies transforming the economy and challenging companies in established industries.

She also helped launch the network's 'Closing the Gap' initiative covering the people and companies closing gender and diversity gaps. A graduate of Princeton University, she has been a reporter for Fortune magazine, as well as a contributor to CNN and CNN Headline News.

More recently, she authored the book When Women Lead, and that's what we'll be talking about today! Women leaders all over the world are succeeding, not in spite of but, because of their unique strengths and personality traits. Tune in to hear what we can learn from the women leaders and founders that Julia has interviewed.

Connect with Julia on IG @juliaboorstin

Order a copy of her book, When Women Lead: shorturl.at/brMSX

* Related episodes:

177. The Power of Financial Gratitude During Tough Times

180. Rethink Your Business Strategies with This Perspective

182. Applying Eastern Medicine Concepts for Long Term Business Success with Kat Lee

* 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.

Live Q&A: Will Anyone Actually Buy My Offer? Jan 02, 2023

Show notes

One of my favorite parts of having this show and connecting with all of you is getting to answer your questions. Today we're talking about the common question: Will anyone actually buy my offer? Am I actually ready to make this investment and bet on myself? If this is where you find yourself, tune in for ideas for your business and how you can make it work.

We're talking about the ways that you can test and prove a potential business idea. There are ways you can test-drive your new ideas to see if they will be able to produce revenue and income.

* Related episodes:

155. Finding the Right Advice with Mike Jesowshek, CPA

160. How to Manage a Business with Multiple Owners with Jeremy Wells, CPA, EA

183. Is it Too Late to Elect the S Corp?

* 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.

2022 Recap: Bold Financial Mindset Shifts Dec 30, 2022

Show notes

This year has been a great one for Keep What You Earn! I love getting to share wisdom, answer your questions, and give advice on this platform.

We've got a 2022 recap and 2023 mindset reset for you in this episode with some excerpts from our three top downloaded episodes of the year! These excerpts should help you get your mindset dialed in for the new year and get started on the right foot. Listen to the full episodes below!

* Related episodes:

56. Simplifying Your Money with Amy Getz

64. When You Think Money Isn't Meant for You with Natalia Benson

67. What's Holding You Back from Your Dream Business with Jessica Burgio

* 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

* 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.

Selling Through Service with Ashley Frank Dec 29, 2022

Show notes

One of the barriers I often see to entrepreneurs unlocking their next level of success and confidence is embracing sales. Don't look at it as an obligation or something you HAVE to do. That's why I've brought Ashley Frank on the show today, to share how you can step into sales with a whole new mindset; without feeling sleazy or manipulative.

For over 15 years, Ashley has partnered with innovative global technology companies, including Salesforce, Google, and Merkle, helping them build and scale growth-focused organizations. Now his focus is helping entrepreneurs and business leaders develop high-growth cultures focused on the fundamental principles of selling, taking consistent action, and building meaningful relationships rather than quick wins.

When you're going into a conversation that has the potential to end in a sale, you shouldn't be going in solely with that intent. The goal is to help and serve and each conversation is an opportunity to do that. If you go into the day thinking "I just have to make a sale today," people will feel that and pick up on it. We're also talking about when to hire someone or outsource sales, and more importantly, when not to.

* Related episodes:

181. What Problem Do You REALLY Solve?

186. Out-value Your Competition

189. Can't Find Clients? You May Be Looking in the Wrong Places

* 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 Deduct Medical Costs and Self-Employed Health Insurance Dec 28, 2022

Show notes

Today we're going through how to deduct medical expenses and self-employed health insurance as an entrepreneur or business owner. I know this is a burning question for so many, especially if you've left a full-time job and now find yourself navigating insurance on your own. We're going to cover the difference between medical expenses and insurance expenses, when you can deduct medical expenses, and how to deduct health insurance costs for Sole Proprietors, Single-Member LLCs, S Corps, and C Corps.

How to add and manage gusto benefits: https://support.gusto.com/article/100758511100000/Add-and-manage-benefit-deductions

Try Gusto for Payroll: https://gusto.com/partners/invite/fit-nancial-solutions

Related episodes:

160. How to Manage a Business with Multiple Owners with Jeremy Wells, CPA, EA

168. Riches Aren't Always in Niches

183. Is it Too Late to Elect the S Corp?

* 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

* 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 Exercising Effective Boundaries with Woodrie Burich Dec 27, 2022

Show notes

Some of the challenges with boundaries, especially as a business owner, are not only understanding how to define and establish them but also how to enforce them. You want to minimize conflict and resistance in the process but hold firm to what you have decided upon. We're breaking it all down with Woodrie Burich.

Woodrie is the founder of The Integration Group and Boundaries Before Burnout® group coaching program. She guides high-level professionals and teams out of overwhelm and into empowered decision-making. Woodrie has more than a decade of experience working in stress management and combines this with over 20 years of expertise in tech working with Fortune 500 enterprise organizations on multi-million dollar projects and multi-billion dollar merger and acquisition work.

We're diving into boundaries from so many perspectives today, from a corporate background, boundaries being crossed, and exercises you can do right now to implement boundaries in your life and business. In a culture that rewards people pleasing and pushing limits, we all need to hear this.

Learn more about The Integration Group: www.integratingwork.com/

Connect with Woodrie on IG @theintegrationgroup

Join Boundaries Before Burnout®: www.facebook.com/groups/boundariesbeforeburnout

* Related episodes:

177. The Power of Financial Gratitude During Tough Times

180. Rethink Your Business Strategies with This Perspective

182. Applying Eastern Medicine Concepts for Long Term Business Success with Kat Lee

* 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

* 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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