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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:

One Month Left in '22: What to Focus On Nov 28, 2022

Show notes

Wondering what you can do in the next month that will change the outcome of your year from a tax and business perspective? These are my three best tips as you're heading into the final month of the year.

First, examine your bookkeeping - it should be accurate and up to date. Then, do a bit of tax planning. It really comes down to cash flow; you can start thinking of ways to accelerate expenses and defer revenue. Finally, ask your tax professional what you could do to make this tax season successful for both of you (you'll be their favorite client)!

* 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: Finding the Right Advice with Mike Jesowshek, CPA Tax Deductions for Speakers and Authors Taking Advantage of the Employee Retention Tax Credit with Kristen Engeron * 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 I Crank Out Content Nov 25, 2022

Show notes

These are the keys to getting quality content out into the world! Before you have the means to hire a team, just focus on a realistic number of value-packed posts that you can get out. Once you have the means to hire a team I highly recommend doing so. The teams that I work with work so well together and they do an amazing job capturing my voice to help me crank out the content you see across platforms!

Find out more about Cyd and The Creators Attache www.thecreatorsattache.com Find out more about Kali and Kurate Creative www.kuratecreative.com

* 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: How to Create Recurring Revenue Stepping into a CEO Mindset When Can I Afford to Hire? * 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.

The Power of Financial Gratitude During Tough Times Nov 24, 2022

Show notes

Gratitude will change your life and give you power. Financial gratitude (especially in tough times) will change your perspective on the situations at hand. What opportunities have you had that you're grateful for? What opportunities are upcoming that you're looking forward to? When things are hard it's easy to focus on what you lack but it's important to shift your perspective toward the things that you have and the things that you're grateful for. There are factors that have always been out of your control, and you will make it through, just as you have before.

* 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: Positioning Your Business to Sell with Jessica Fialkovich Building a Purpose-Driven Business with Lia Key Your Dream Life is Closer Than You Think with Rob and Kim Murgatroyd * 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.

When Should You Hire a Fractional CFO? Nov 23, 2022

Show notes

A CFO provides value In the form of insights, mindset, coaching, and strategy. They help you craft the plan for your goals. So how can you know when you're ready to hire a fractional CFO? One of the indicators is when you want to grow but lack clarity and direction. Another reason you may want to hire a fractional CFO is if you need accountability in your finances. The final sign you're ready for a CFO is when you can afford it, you may be able to earlier than you think!

* 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: How are CFO Services Different from Accounting? Stepping into a CEO Mindset What Does a Fractional CFO Do? * 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 to Define Your Core Values Nov 22, 2022

Show notes

Because of my corporate background, I had a really warped view of what core values are and what they're meant to be. You have core values whether you've defined them or not but when you can put them into words, the amount of clarity you can have around your business is amazing! Think about what would cause you to fire an employee OR a client. Your deal-breakers are the implementation of your values. They aren't just aspirational, they are your reality. When you have strong core values, you show up differently. Don't forget to text me your core values so we can chat about them!

The Advantage by Patrick Lencioni Business Made Simple by Donald Miller

* 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.

Building Wealth Habits with Candy Valentino Nov 21, 2022

Show notes

When it comes to wealth-building, we often tell ourselves stories like, "I don't have the knowledge, skills, or upbringing for this, and it's too late for me." My conversation with Candy Valentino is here to dispel that, you can build wealth, no matter your circumstances! When it comes to business decisions or investing the key is to remove feelings and look at the data. Avoid poor purchasing decisions and invest in your future to play the long game.

Some of the most overlooked aspects of wealth building are the very boring ordinary things. It's not about where you've been, it's about where you're going and the decisions that need to be made to get there. Everyone has an excuse if they want to but you get to choose how you react to circumstances.

* Check out Candy's book Wealth Habits * Find out more on her website candyvalentino.com * Follow Candy on IG @candyvalentino * Follow Candy on TikTok @candyvalentino

* 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.

Offering Black Friday Deals with Sarah Jansel Nov 18, 2022

Show notes

My guest Sarah Jansel (The Shopify Queen) is the CEO of Jansel & Co, where she and her team build, brand, and grow awesome websites on Shopify and Kajabi. Our discussion dives into all things holidays and serving your customers. Sarah shares many options for product-based and service-based businesses on how to offer sales, discounts, deals, and more (especially during the holiday season).

We also got into how to utilize common pain points to determine when you should drop new offers and have deals so that you can target times that most benefit your customer. Maybe you're wondering which method offers the best conversion between email, social, and ads, tune in for Sarah's holistic marketing plan and how to leverage your email list to make sales. Take note of these do's and don'ts for offering a Black Friday or holiday deal!

* Find Sarah on IG @sarahjansel * Visit the Jansel & Co website www.janselandco.com

* 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: How to Know if Your Business is Profitable Resisting Financial Fear in Uncertain Times with Belinda Rosenblum The Three Things it Took to Double My Revenue Every Year * 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.

Overcoming Challenges and Building a Business Together with Danny and Brianne Hoefelmann Nov 17, 2022

Show notes

Danny and Brianne Hoefelmann are back! They are the owners of podcast production service, The Good in Media. They help clients build, launch, and scale podcasts on the foundation of helping others and building community. We'll be talking about the reality of running a business, their unique perspective on running a business as a couple, and their business journey from the start to now.

Whether you're at the beginning of your business journey or further along, there are struggles in business that have to be navigated to keep the dream alive. The Hoefelmann's have had first hand experience with financial struggle, mental struggle and everything in between and they have found how to overcome in any circumstance!

* Find Danny and Brianne on IG @thegoodinmedia * Visit their website: www.thegoodinmedia.com

* 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.

Taking Your Business from Side Hustle to Main Stream Nov 16, 2022

Show notes

These three things are the keys to taking your side hustle and making it your main stream of income. First, you have to recognize that you have a business. When you downplay the importance or significance of your business it will hurt you in the long run. Second, you have to prove that your business is self-sustaining financially. No more pulling money from the other job, can your business support itself? Finally you have to understand that when you take your side hustle main stream, there will be times that it gets boring, and that's okay.

* 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 to Utilize Influencer Marketing Effectively with Ali Grant Nov 15, 2022

Show notes

Ali Grant is the founder and CEO of Be Social, one of the first agencies with a hyper-focus on executing influencer outreach and collaboration. Be Social specializes in influencer media and experiences for brands and digital creators. With Ali at the helm Be Social has been recognized by AdWeek, Business Insider, Fast Company, Forbes, Huffington Post, and more! If you're creating content that people are digesting and viewing then you are an influencer! There's a belief among many business owners and CEOs that influencer marketing is only available to the biggest companies, and that simply is not the case. The best way to get started is an influencer seeding program, where you send your product to influencers and have them create content. For service providers, you can offer your service in exchange for content about it and reviews. If you're wondering how to become an influencer, a great place to start is affiliate marketing. You can instantly utilize Amazon affiliate links and storefronts for all of the products you already use! From there, you can reach out to your favorite brands and companies to possibly get an affiliate code. Always stay engaged and in contact with companies you'd like to work with as you grow.

* Follow Be Social Group on IG @besocialgroup * Visit the website www.besocialpr.com * Check out the LTK app * Check out CreatorIQ * Check out Aspire.io * Get started with TikTok Creator Marketplace

* 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.

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