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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:

Why I Tell Clients Not to Pay Tax Estimates Aug 08, 2022

Show notes

I have a non-traditional belief about quarterly taxes that I share in this episode. I share how I feel about quarterly estimates and what I often recommend to clients. My intent behind sharing this is not to tell you what to do, but to make you aware that there are different ways to think about things. This is one of the more fun things about working in taxes and accounting. We're given a set of guidelines to follow but we get to interpret those guidelines and apply our own approach.

* 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.

Building a Sales Process with Jason Weinstein Aug 05, 2022

Show notes

This is a really special episode because we are welcoming my husband, Jason, onto the show.

Jason graduated with a degree in entrepreneurship, labor relations, and strategy from McGill University in Montreal. Soon after he graduated and started working, he decided that he would rather build a business that did things better than was currently available. He opened Budget Dry Waterproofing, which has grown from Jason working in his basement, to a business with over 25 employees and over $40M in total sales. Jason is a past president of the Basement Health Association and has served as a mentor and a volunteer for various organizations. However, the endeavor he is most proud of is developing his employees and making a difference in their lives.

One of the skills that Jason was really lucky to have developed at a young age is sales ability. He has continued learning through the years and has been able to collect advice from multiple generations. He has seen how the sales landscape has evolved and knows that underneath it all, it doesn't matter if you're selling online or you're selling home improvement services, it's the same psychology and concepts. I know you'll relate to all the knowledge he has to share even if your type of business is vastly different than his.

* 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.

What Makes a Trip a Business Trip? Aug 04, 2022

Show notes

People often ask me, "How can I turn my family vacation into a business trip?" Even if the trip is initially a personal trip, you can look for opportunities to take a business trip to that destination at the same time. Here are a few ideas you can use to convert your days spent at your destination to business days. Don't forget to talk to your accountant before you leave and ask them for personal advice on ways to deduct as much as you can from the trip.

* 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

Do I Need Multiple Businesses? Aug 03, 2022

Show notes

One of the questions that came up in the community recently was about when multiple LLCs are needed. I cannot give legal advice on this question, but I can share my opinion to make you aware of some things to consider and hopefully provoke some questions if you are considering opening another business or expanding your income streams.

* 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.

Communication vs. Competence Aug 02, 2022

Show notes

My entire generation learned throughout high school and college that if you work hard, you're really smart, and you get a college degree, then you will be wildly successful, but I'm here to tell you that's not true. I am incredibly proud of everything I've done in my career and now in my business, but my technical competence is not what got me here. Tune in to hear how investing in communication skills and the ability to talk to people, meeting them where they're at, and being compassionate will take you so much further than just investing in certificates, knowledge, and credentials.

* 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 Get the Most out of a Mastermind with R.T. Custer and Jim Carter Aug 01, 2022

Show notes

R.T. Custer and Jim Carter have individually built 7-figure businesses and are extraordinarily successful entrepreneurs. We all met in the Fast Foundations Mastermind, which they now co-own and run as an in-person mastermind with a limited number of spots. The community that this mastermind has brought together is unparalleled and I am excited for you to hear all about it from R.T. and Jim.

You'll want to listen to this episode if you've ever considered joining a mastermind group or considered starting one yourself. I talk with R.T. and Jim about what exactly to look for in a mastermind, what makes the most successful participants in a mastermind, what their own definition of a mastermind is, and why it can benefit you as a business owner.

>>> Connect with R.T. and Jim on IG @fast.foundations

>>> Learn more about Fast Foundations Mastermind: carterandcuster.com/fast-foundations

>>>https://fastfoundations.com/?ref=5

>>> Join R.T. and Jim's text list by texting FAST to 310-496-3389

>>> 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 Deduct Your Clothing Jul 29, 2022

Show notes

As an entrepreneur online, you may be in videos or photoshoots, and you may need to wear certain outfits to stay on brand. So you may wonder if you can deduct any of your clothing. In this episode, I explain my interpretation of the rule.

* 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 as a Coach in 2022 with Emily Cincotta Jul 28, 2022

Show notes

With all of the content on Instagram, it can feel overwhelming and be hard to stand out if you are an online coach. That's exactly why I wanted to talk with Emily Cincotta. Emily spent years listening, observing, and learning about the environment of online coaching. Then she started her own business helping online coaches and service providers clarify their mission, grow their brand platform, and launch their services using marketing strategies that are rooted in service.

Emily graduated from the University of Wisconsin with a degree in Marketing and has made a career for herself working specifically with entrepreneurs and small business owners to bring their ideas to life. Most recently, Emily spent nearly two years managing the social media accounts and leading product development for a multi-seven-figure entrepreneurial coaching brand with over 250,000 followers. Through her experience, Emily discovered that most entrepreneurs fail to reach their income goals NOT because of an issue with their products and services, but rather because they fail to market themselves effectively in the online space.

Emily started coaching with the goal of solving this problem by teaching up-and-coming digital entrepreneurs how to "think like a marketer", allowing them to bridge the gap between idea and profitable execution. She prides herself on helping those who work with her to discover their unique strengths, master their messaging, and position themselves confidently as a leader within their niche.

I am excited to share my conversation with Emily with you. You'll hear us dive into several topics centered around what it's like to be a coach right now and how to market yourself to stand out in 2022.

* Connect with Emily on IG @itsemilycincotta

* 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 Deduct Your Home Office Jul 27, 2022

Show notes

We're in the middle of 2022 right now, and for many people, their office is wherever their laptop is. This means that almost everyone has a home office. In this episode, I talk about how you can get an advantage tax-wise for your home office. I tell you the rules around it so you can play by them and claim your home office legitimately and legally.

* 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.

Launching Your First Product with Kelly Kussman Jul 26, 2022

Show notes

It's no secret that people are shifting more toward product-based businesses. As an accountant, I look at product-based businesses and see many complexities. But they can be very rewarding if you do it the right way and minimize the mistakes you make along the way. This is what I talk with Kelly Kussman about on this episode.

Kelly is the owner, designer, and vision behind Cayla Gray, which is a brand built around fragrances that are derived from memories. She started her career in fragrance by buying for a major department store, where she fell in love with the distinctive nature of scents and their ability to make memories tangible.

We talk through how she started her business and what it was like to do that in the middle of COVID while she was also working a corporate job. This is a must-listen if you're thinking about starting a product-based business or you've toyed with the idea of adding a product to your suite of offers. You're going to hear about all the lessons learned from Kelly, mistakes made, things she's grateful for, and ways you can navigate the complex world of product business in 2022.

>>> Connect with Kelly on IG @caylagrayco

>>> Visit her website: Caylagray.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.

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