Keep What You Earn - TopPodcast.com

View Top 200 Chart

Back to Rankings Page

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:

How to Set Effective Goals for the New Year Dec 26, 2022

Show notes

It's goal-setting season! I wanted to drop in and remind you that your goals are supposed to be based on what you really want. If you're setting goals in your business, they're likely financial ones, and that's great. I love measurable goals using metrics.

But as you set these metric-based goals, make sure they're anchored to your true goal. What's the "why" behind it? When you know the "why" behind your goals, you can drive towards them and confidently pursue them. This makes the to-do list not feel endless and devoid of purpose, it feels purpose-driven, constantly moving the needle in your business.

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.

Selling Pain Points and Not Problems Dec 23, 2022

Show notes

We hear a lot about marketing around pain points and I 100% believe you should be doing this, but you need to understand that a pain point and a problem are not the same things. The pain points are the stakes of the problem, the result of the problem.

If you can articulate that to clients, relate to them, and create stakes around the problem that you're going to help them solve, you'll be able to clearly articulate your value. What is the struggle they feel on a daily basis? What will their days look like after working with you?

Related episodes:

175. How to Define Your Core Values

178. How I Crank Out Content

181. What Problem Do You REALLY Solve?

* 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.

Manifestation Mastery with Angela Christian Dec 22, 2022

Show notes

A lot of people think that you're either on the strategy or spiritual side of things and that there's not really an in-between. Our guest today balances both sides of this really well.

Angela Christian is a manifestation expert who has studied astrology, mindfulness, various rituals, sciences, and arts, that circle around the spiritual side of business. Even if you don't feel spiritually inclined, there's much to learn in this episode!

We're diving into manifestation as a science, how you can tactically implement behavior change to help manifest your desires, and why manifestation is so often misunderstood.

* 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.

How to Handle Suspicious Tax Pros Dec 21, 2022

Show notes

I always say it's important to maintain your financial power when it comes to your business, your taxes, or anything in that realm. If you let your tax advisor take the wheel and start driving, you have no control over where you're going or how you get there.

Your tax professional should be trying to find you every tax deduction you're legally allowed to take but you can't take unjustified shortcuts and legal loopholes to get there. When you take an aggressive approach to your tax filing you have to make sure you understand the risk and that you can defend your position if you need to.

At the end of the day, you are responsible for your taxes because you signed off on them stating that they are true to the best of your knowledge. So what can you do if you feel like something fishy is going on behind the scenes? You can report a tax preparer, make sure you are making payment directly to the IRS, and make sure you are receiving your refund directly from the IRS.

* Your Taxpayer Bill of Rights: https://www.irs.gov/taxpayer-bill-of-rights

* Form 14157 (Return Preparer Complaint): https://www.irs.gov/pub/irs-pdf/f14157.pdf

* Form 14157-A (Tax Return Preparer Fraud or Misconduct Affidavit): https://www.irs.gov/pub/irs-pdf/f14157a.pdf

Related episodes:

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

165. Wealth-building Wisdom with Mel Abraham

179. One Month Left in '22: What to Focus On

* 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.

Hosting a Profitable Event with Sarah Brush Dec 20, 2022

Show notes

Now that we seem to be in a post-COVID era, many people are back to scheduling events to promote their businesses. So much goes into the preparation for hosting an event so I wanted to help you learn from the best!

Sarah Brush is a 20+ year Corporate Event Professional in the Technology industry and the owner of EVENTive Brush, a business helping entrepreneurs build community, make an impact, and grow their business with events and sponsorships. Sarah is also the host of the EVENTive Entrepreneurs Podcast focused on events, sponsorship, and entrepreneurship.

Check out Sarah's website: https://eventivebrush.com/

Go follow Sarah on Insta: https://www.instagram.com/eventivebrush/

Tune into Sarah's podcast: https://podcasts.apple.com/us/podcast/eventive-entrepreneurs/id1542582216

Free event checklist: https://eventivebrush.com/eventchecklist

* Related episodes:

178. How I Crank Out Content

181. What Problem Do You REALLY Solve?

186. Out-value Your Competition

* 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.

How to Read a Balance Sheet Dec 19, 2022

Show notes

Continuing on our dive into the two most common financial statements, today I will cover the balance sheet. The three sections of a balance sheet are assets, liability, and equity. In order to correctly read a balance sheet, you need to know how these sections correlate.

In this episode, I will explain how to properly understand the data portrayed and help you figure out whether or not your business is running at its full potential. Understanding the relationship between the sections of a balance sheet can really give you the upper hand when making business decisions.

* 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

Related episodes:

166. What Does a Fractional CFO Do?

174. Building Wealth Habits with Candy Valentino

176. When Should You Hire a Fractional CFO?

* 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.

How to Read a Profit & Loss Statement Dec 16, 2022

Show notes

The two most common financial statements that you will encounter in your business are a profit & loss statement and a balance sheet. In this episode, I will be focusing on the profit and loss statement. Understanding how to properly read this statement can help you know how well (or not so well) your business is doing.

The most important thing to remember when reading your statement is that revenue - cost of sales = gross profit THEN gross profit - operating expenses = net profit.

* 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

Related episodes:

166. What Does a Fractional CFO Do?

174. Building Wealth Habits with Candy Valentino

176. When Should You Hire a Fractional CFO?

* 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.

"If I Started Over..." with Jason Weinstein Dec 15, 2022

Show notes

My husband Jason is back on the show to share what he would do differently if he were starting a business from scratch. He is an expert business owner who has 16 years of experience and over $40 million dollars in sales under his belt.

When he started his business things were very different from what they are today. Some of the things he would consider changing if he were starting fresh today would be, choosing a different business model, advertising differently, utilizing short-form video, and embracing technology.

Related episodes:

161. Should I Wait Till I Make Money Before Starting a Business?

171. Taking Your Business from Side Hustle to Main Stream

178. How I Crank Out Content

* 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 @shannonweinstein

* 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 Does an Accountant Cost? Dec 14, 2022

Show notes

I recommend that people hire a financial professional into their business from day one. The number one objection is always, "I can't afford to hire an accountant." Believe it or not, that may not actually be the case.

There are a couple different ways that accountants can bill you. Many old school accountants bill by the hour but I prefer value-based pricing. It may not be as much as you think and there are creative solutions you can use to have a bookkeeper and accountant from the early days of your 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

* Related episodes:

161. Should I Wait Till I Make Money Before Starting a Business?

171. Taking Your Business from Side Hustle to Main Stream

178. How I Crank Out Content

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

* Find me on IG @shannonweinstein

* 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: Deducting Startup Costs in a New Business Dec 13, 2022

Show notes

A lot of people are starting businesses right now! You may be starting a business, incurring all of the startup costs, but you aren't making money yet. The big question is: can you deduct those startup costs even if you won't be making money until the next calendar year?

The good news is, there's a whole section of the tax code related to startup costs. You can deduct up to $5,000 in startup costs AND up to $5,000 in organizational costs! You have to wait until your business starts making money but you get to save these cards for later. We're diving into all of the details!

Related episodes:

153. Tax Deductions for Speakers and Authors

155. Finding the Right Advice with Mike Jesowshek, CPA

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

* 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.

Related Podcasts