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    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.]

    Advertise

    Copyright: © 2021 All rights reserved Fitnancial Solutions.

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    Latest Episodes:
    How to Create Recurring Revenue Oct 17, 2022
    Show notes

    It feels like "recurring revenue" is a buzzword these days, right? Many accounts and CFOs will tell you that you need to increase recurring revenue. To me, recurring revenue is a source of stability that offers peace of mind in knowing that money will come in regardless of whether I am at my desk or not. I want that same peace for you, so I am sharing a few concepts that I instill in my clients and that I think you should adopt in your business as you're starting out and when you're evolving.

    * 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 Tax Extensions Work Oct 14, 2022
    Show notes

    Because the final tax deadline for 2021 is approaching, I am sending out a refresher episode to review the tax deadlines and what an extension really means. Spoiler alert: an extension is NOT the same as a snooze button.

    * 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 the Enneagram Can Help You Build a Business with Lindsey Lewis Oct 13, 2022
    Show notes

    When it comes to entrepreneurship, there's more to it than just finances. There are multiple dimensions to your business and there are multiple reasons to stay open and serve your clients and your team. One of the key ways to do this is to improve your skill set, leadership skills, and how you show up for other people. Using the enneagram personality test is a great way to help you achieve this. I invited Lindsey Lewis on the show to expand upon the enneagram types and share how the results can be useful in business.

    Lindsey is a wife and mother to two daughters. She works for Love Thy Neighborhood, a non-profit in Louisville, Kentucky, as the Director of Relational Development. Lindsey is a certified enneagram teacher and an experienced leader of enneagram workshops and private coaching. Her passion is helping people increase their self-awareness and capacity for compassion for themselves and others. In our conversation, Lindsey explains what the enneagram is, how it can be used in the workplace, and some common misconceptions around it.

    * Work with Lindsey: lovethyneighborhood.org * Listen to The EnneaCast: https://podcasts.apple.com/us/podcast/love-thy-neighborhood-presents-the-enneacast/id1410031710

    * 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: https://www.instagram.com/shannonkweinstein * Catch me in-person 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.


    KWYE On the Go: Tips for Developing and Managing a Team Oct 12, 2022
    Show notes

    Jason and I are on a road trip and want to share another one of our conversations with you. We're talking about how our experiences in business school related to running a business and managing a team, things we did and did not learn, and how we disagree with a lot of what we learned.

    * 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: https://www.instagram.com/shannonkweinstein

    * Catch me in-person 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.


    Tax and the City: Busting Myths with an Expert Roundtable Oct 11, 2022
    Show notes

    One of my favorite parts of being an entrepreneur and running a small business is being able to choose who I surround myself with. It is refreshing to be surrounded by like-minded entrepreneurs, including those in the accounting industry, especially the group of women who are joining me on this episode. I brought these women together to discuss a few hot topics and key phrases. You'll get the perspective of four different accounts as we hash out and talk through the tax myths we keep hearing online, on social media, and in our DMs.

    We're going to help you decipher and discern what is real by sharing our perspectives and opinions. What you're going to see from this conversation is that everything is a spectrum. Not everyone agrees all the time, and there's always a little bit of judgment involved. You have the ability to align yourself with a professional that works well with you and aligns with your beliefs, values, and risk tolerance.

    * Find Caitlynn on IG @caitlynneldridge

    * Find Jessica on IG @taxsavvyjessica

    * Find Jenni on IG @the.profit.co

    * 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: https://www.instagram.com/shannonkweinstein

    * Catch me in-person 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.


    KWYE On the Go: Avoid This When Offering a Payment Plan Oct 10, 2022
    Show notes

    While scrolling through Instagram, I noticed a lot of coaches using terminology that is not correct and could actually be damaging their business. In this episode, Jason and I discuss the issues that using incorrect terminology could cause for you and your business.

    * 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: https://www.instagram.com/shannonkweinstein

    * Catch me in-person 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.


    Bulletproofing Your Business Part 5 - Understanding Tax Impact Oct 07, 2022
    Show notes

    Throughout this series, we have been layering processes on top of one another to bulletproof your business. We began with setting your business up for success, then added tracking your income and expenses. We rolled all of that together with good bookkeeping. We're going to wrap up this five-part series by unpacking how to present your taxes and how to utilize strategies that will help bulletproof you and your business from an audit.

    *Get 10% off Business Financial Quickstarter with code KEEPWHATYOUEARN

    * 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: https://www.instagram.com/shannonkweinstein

    * Catch me in-person 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.


    Bulletproofing Your Business Part 4 - Bookkeeping Hacks Oct 06, 2022
    Show notes

    I know it's not fun, sounds boring, and seems old fashion, but bookkeeping is probably the most important part of bulletproofing your business. Bookkeeping is how you tie together all the things we've discussed so far in this series. Bookkeeping is the cornerstone of good tax planning and financial management, so the sooner you set it up, the better off you'll feel. Let's unpack exactly what bookkeeping is and what you can do to set yourself up for success from day one.

    *Get 10% off Business Financial Quickstarter with code KEEPWHATYOUEARN

    * 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: https://www.instagram.com/shannonkweinstein

    * Catch me in-person 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.


    Bulletproofing Your Business Part 3 - Strategizing Your Expenses Oct 05, 2022
    Show notes

    One of the best ways to bulletproof your business from an audit is by being mindful of what the IRS looks for. In the last episode, we talked about the first thing they look for, which is underreported income. The second thing they look for is egregious expenses. This episode unpacks how you can ensure your legitimate, ordinary, and necessary expenses look appealing to an auditor.

    *Get 10% off Business Financial Quickstarter with code KEEPWHATYOUEARN

    * 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: https://www.instagram.com/shannonkweinstein

    * Catch me in-person 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.


    Bulletproofing Your Business Part 2 - Earning, Tracking and Claiming All of Your Income Oct 04, 2022
    Show notes

    In the first episode of this series, we talked about how to reframe your identity as a business owner to adopt habits that your six-figure business owner self would do. This transitions into the second topic, reframing your income. We're going to talk about tracing your income, how you earn your income, and how it relates to IRS audits.

    *Get 10% off Business Financial Quickstarter with code KEEPWHATYOUEARN

    * 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: https://www.instagram.com/shannonkweinstein

    * Catch me in-person 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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