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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:

Bulletproofing Your Business Part 1 - Setting Up Your Business for Success Oct 03, 2022

Show notes

There has been a lot of fear lately about the IRS, audits, and enforcement. Most of this fear can be attributed to fear-mongering, but the truth is that the IRS is catching up. They are updating their technology to bring it into this century and will start properly auditing again in the way they have historically and at a quicker pace. The good news is that it's possible to lower the likelihood of getting audited and make it nearly painless if you do end up getting audited. I'm here to help you through that.

In this five-part series, I unpack some of the shifts you can make as an entrepreneur and how these will decrease the likelihood of an IRS audit. In this first episode, I cover the elements you have control over and that you should establish from day one in your business.

*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.

Navigating a Big Investment Sep 30, 2022

Show notes

It is equally the best and worst feeling in the world when you have an opportunity to make a massive investment in your business. You have butterflies of excitement in your stomach but you're also being dragged back down to earth by the price tag. I want you to be careful that you're not operating solely on emotions to make these decisions. I have a method to share that will help you strategize to invest in a logical way so that when your emotions dissipate, you are still happy with your decision.

* 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.

The Power of Podcasting to Spread Your Message with Danny and Brianne Hoefelmann Sep 29, 2022

Show notes

Obviously, I'm biased, but I believe podcasting is one of the best ways to get your message heard by more people out in the universe, especially if you're a business owner. In previous episodes, we heard from Kacia Ghetmiri about growing and scaling your podcast, building an audience, and how to get the most out of your podcast. I want to add another lens to this and talk about who podcasting is good for, who it's not good for, how to approach your podcast, and what you should have in place to be successful. In this episode, I discuss all of this with a couple who is just as passionate about podcasting as I am, Danny and Brianne Hoefelmann.

Danny and Brianne run a company called The Good in Media. They are all about sharing more good, positive energy in the world, and one way they do that is through podcasting. They serve several entrepreneurs by running their entire podcast service. What I love about them is that they have found a way to integrate as a couple into this business and have become experts in the podcasting space by working with their clients and also managing their own shows. I am excited to have them on the show to share all their knowledge and energy with you.

* Find Danny and Brianne on IG @thegoodinmedia

* Visit their website: www.thegoodinmedia.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: 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.

Lead Qualification: Assembling a Dream Client Roster Sep 28, 2022

Show notes

If you're chasing the ability to work with everyone, you're not going to be able to effectively work with anyone at all. Your life will be too busy and you'll be spread too thin. You have to be super specific about who you want to work with so that you can have the level of focus needed to grow a business. In this episode, I am focusing on helping you understand your ideal client and how to get them in the door while making sure that other people don't sneak in.

* 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.

Positioning Your Business to Sell with Jessica Fialkovich Sep 27, 2022

Show notes

When people first start a business, all they worry about is ensuring it stays alive, grows, and is sustainable. They seldom think about what will happen when they no longer want to run the business or when they're no longer able to run it. They don't usually start with the end in mind, but it's important to develop an exit plan before it is needed because there are endless outcomes and options on how to exit a business. Today's guest is an expert at helping entrepreneurs select and prepare for the exit option that will make them the most profit in the least amount of time.

Jessica Fialkovich became an entrepreneur at the age of 25 and has since been able to successfully establish, develop, and sell multiple small businesses in a number of different industries. She is an experienced entrepreneur and is passionate about the small businesses that drive our economy. She is committed to educating and supporting entrepreneurs and the ambitious small business community. She is also the author of the best-selling book, Getting the Most for Selling your Business.

* Find Jessica on IG @jessicafialkovich or @exit_factor

* Visit her website: www.exitfactor.com/podcasts

* Email her: jf@exitfactor.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: 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.

Implementing Focus and Priority in Your Business Sep 26, 2022

Show notes

You may be surprised to find out that many of our calls as CFOs for our clients consist of a lot of coaching around non-financial issues. We check in with our clients regularly and we hear about whatever it is that they are struggling with at the time. Recently, a client was struggling with balancing time and effort. They wanted to serve their clients, answer all the DMs, and do all the things, but they were overwhelmed and didn't know how to keep everybody happy. The discussion we had with this client inspired me to share what I've learned to help tackle this issue because I've been there myself and know how challenging it can be.

* 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.

How to Allocate Your Spending Sep 23, 2022

Show notes

How do I prioritize my spending? How do I know where to allocate my money? What should I be doing first? I get these questions all the time, and many folks just want to be told what to do, but it doesn't work that way. The way you allocate your spending always has to anchor back to your goals and be in line with how you are prioritizing your desired outcomes. What I can do is share my opinion on priorities for most business owners, and I can tell you the priorities I think most business owners should use as inspiration.

* 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.

Standing Out on Social with Kristina Bartold Sep 22, 2022

Show notes

Change is always uncomfortable, but it can lead us to revisit our strategy and stay nimble so we can pivot when we need to. One thing I've noticed with online entrepreneurs lately is they have a heavy focus on Instagram and showing up on social media in a certain way. There's a lot of pressure to use certain tactics, tools, and tricks to attempt to shortcut the process. I wanted to bring someone on the show who could dissect Instagram strategies and articulate how she advises her clients on mastering social media and building an online brand.

Kristina Bartold is the CEO of The Social Snippet, which is a social media agency focused on helping entrepreneurs and small businesses build their digital communities. Kristina believes the key to easy lead generation and sales is authenticity online and leaning into using social media to create impact. She's proud to have helped solo entrepreneurs of up to multi-six-figure businesses find their voice and amplify it online. I am excited for you to hear her take on building community and what it really means to be authentic when building your brand.

* Find Kristina on IG @kristina.bartold or @thesocialsnippet

* Visit her website: www.thesocialsnippet.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: 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.

Questions to Ask an Accountant Before You Hire Them Sep 21, 2022

Show notes

As a business owner, you have the choice to be intentional about who you let into your business inner circle. And when you are hiring someone who will be really involved in your business, like an accountant, you want to find someone with good rapport who you can connect with and trust. This is important because if you don't have that connection and trust, it can impair your relationship with that person and the impact they have on your business. To help you find the right accountant for you, I've compiled some questions and ways you can evaluate a potential accountant that you work with. These questions are based on ways that I've seen things go sideways with accountants and will help you evaluate their experience, expertise, and expectations.

* 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.

Simplifying Taxes for Content Creators with Duke Alexander Moore Sep 20, 2022

Show notes

We all know the subject of taxes is not always the most fun or positive thing to talk about. It can be challenging to absorb tax-related content when it feels like a lecture which is why I love that there are now more content creators who are infusing more creativity and humor into the education around taxes. I am excited to welcome one of those creators onto the show.

Duke Alexander Moore is an IRS Enrolled Agent and Certified Tax Coach who is passionate about educating small business owners and entrepreneurs about the world of taxes in a fun and entertaining way. He puts a humorous spin on a lot of tax topics and teaches them in an effective way using storytelling and scenarios. In this episode, you'll get a glimpse of his unique approach to teaching as we discuss simplifying taxes for content creators.

* Connect with Duke on IG @dukelovestaxes

* Find him on TikTok: @dukelovestaxes

* Check out his YouTube channel: dukelovestaxes

* Find him on Twitter: @dukelovestaxes

* Visit his website: workwithduke.com/home

* 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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