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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:

Rent Your Home to Your Business Tax-free! Jul 25, 2022

Show notes

Did you know that you can pay yourself rent from your business without claiming that rent as income? This is one of my favorite tax strategies that results in huge tax savings for clients. It's called the Augusta Rule, and I explain on this episode how you can take advantage of it.

>>> 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 Approved for a Mortgage as a Business Owner with Jose Tejada Jul 22, 2022

Show notes

As a business owner, the mortgage lending process can be painful. You have to explain how you make your money and justify how you have great cash flow. You have to prove to the lender that you have a sustainable business, and if you do not have the right people on your team, it can feel like everything is working against you. I've seen this with clients, colleagues, and even experienced it myself. So, I am very excited to have Jose Tejada on this episode to share his expertise.

Jose has been in the financial industry for 20 years. He is currently the Vice President of Mortgage Lending at Guaranteed Rate. As a loan officer at one of the largest retail mortgage lenders in the United States, Jose is committed to helping home owners with home purchase loans and refinances while simplifying the mortgage process and making the home loan experience easy to navigate. You will want to listen all the way to the end of this one to hear all of Jose's advice on maximizing your chances of a smooth lending process.

>>> Connect with Jose on IG @the_talented_jt_

>>> Visit his page: people.rate.com/jose-tejada-765390

>>> 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.

Clarity to Cash with Jennifer Jakobsen Jul 21, 2022

Show notes

This is a very special episode because it is a crossover of both my podcast and the Clarity to Cash podcast, hosted by Jennifer Jakobsen.

Jennifer is a certified professional integrative coach, a business owner, and a mom of three girls. She spent many years in the mental health field as a psychotherapist. And she is now a coach for female entrepreneurs who want to gain clarity on their customer base, business model, and their focus areas so they can maximize their potential as business owners by overcoming the negative self-talk and other obstacles in their way.

Our conversation on the episode centers around the common struggles of an early stage business owner. We cover everything from self-doubt and a lack of clarity on business objectives to learning how to keep what you earn. If you have ever struggled with any of these things, this episode will make it known that you are not alone.

Connect with Jennifer on IG @jjakobsenlifecoach

Listen to Clarity to Cash podcast: https://podcasts.apple.com/gb/podcast/clarity-to-cash/id1599151972

10 Journal Prompts for More Clarity and CASH: https://jennifer-jakobsen.ck.page/051b21427a

>>> 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.

Coaching Won't Solve Your Money Problem Jul 20, 2022

Show notes

In my opinion, the marketing around coaching is getting a little extreme. I see coaches promoting their extraordinary results or their atypical and exceptional clients as though that's the expectation of what you can experience by working with them. Of course this is solid marketing, but I think that as consumers and as business owners who are potential customers of these coaches, you have to be mindful of what this is doing. On this episode I explain what I mean by this and discuss how important it is to understand that just because you hire a coach doesn't mean you are guaranteed to experience the results they are advertising.

>>> 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.

Tips to Communicate a Price Increase Jul 19, 2022

Show notes

With inflation and supply chain issues, costs are on the rise. Because of this, a lot of business owners are finding it necessary to raise their prices to stay afloat. But as business owners, we are often afraid of the reaction we will get from our customers. This fear can pressure us into keeping our prices down and seek stabilization vs taking the risk of increasing prices and losing clients. In reality, we actually need to lean into the risk in order to avoid limiting ourselves and eroding our margins. On this episode I share the three essential things that every communication needs when you're pushing through a price increase.

>>> 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.

Crafting a Compelling Pitch with R.T. Custer Jul 18, 2022

Show notes

R.T. Custer is a serial entrepreneur specializing in story-based marketing for consumer product companies. He started Vortic Watch Company with his friend Tyler in college and grew it to a nationally recognized 7-figure luxury brand that is now expanding into an 8,000 square-foot facility in downtown Fort Collins, CO. In 2020, R.T. spun off the expert team of marketers helping with Vortic to create a marketing agency that soon after joined forces with fellow agency entrepreneur and friend, Jim Carter, resulting in Carter & Custer. R.T.'s goal is to change the lives of other entrepreneurs by helping them tell the world about what they have to share.

I am excited to have him on the show today to share his experience as a serial entrepreneur, how he has been able to navigate managing three different businesses, and how he has been able to acquire funding by effectively pitching and persuading. He gives a ton of different tips that will help you position yourself well next time you need to deliver a pitch to an investor.

Connect with R.T. on IG @rtcuster

Linkedin: https://www.linkedin.com/in/rtcuster/

Vortic Watch Company: https://vorticwatches.com/

Carter & Custer: https://carterandcuster.com/

Fast Foundations Mastermind: https://carterandcuster.com/fast-foundations/

>>> 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 Know if You Are Ready for an S Corp Jul 15, 2022

Show notes

Many accountants and tax specialists boast about how the S corporation is a great solution to reduce self-employment taxes if you're making at least 40K-50K in profit. I definitely agree with this message, but profit alone is not enough. There are a few more questions that need to be answered to make sure an S corporation is a good fit. On this episode I go through the other criteria that should be considered before deciding on an S corporation.

>>> 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 Successful Freelancing Business with Lisa Cumes Jul 14, 2022

Show notes

As a result of the pandemic and the quote-unquote Great Resignation, a lot of folks have decided to go online, to go independent, and to leave their full-time jobs to pursue freelancing, small business ownership, or entrepreneurship. I think a lot of these things are one and the same.

Unfortunately, I see a lot of folks use the term "freelancer" as something lesser-than. Something lesser-than a business owner, lesser-than an entrepreneur, and that's not necessarily the case. We're going to touch on that today with my friend Lisa Cumes.

Lisa is a freelance copywriter and StoryBrand Guide who has built a multiple 6-figure online copywriting agency over the past 4 years. Last year, she shifted and scaled her business by bringing on a team of copywriters to help more businesses and personal brands simplify their message and streamline their content marketing.

She also has a passion for helping freelancers stop hustling and start building thriving full time businesses. She coaches other freelancers through Full Thrive Freelancing with online courses, coaching, and free webinars. And as a mom of three kids, she knows how to navigate mommy guilt to actually be productive working from home.

I talk with Lisa about what it means to be a freelancer and, if you are a freelancer, what are the best ways to find really good clients and build your business so that it is sustainable, not just a side hustle, because you can actually make an entire career out of freelancing.

Connect with Lisa on IG @lisacumes

Join her Facebook group: https://www.facebook.com/groups/fullthrive

Check out her YouTube channel: https://www.youtube.com/user/lisacumes/featured

Free Upwork Masterclass: https://www.fullthrive.co/upworkprofilefreetraining

>>> 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

How to Deduct Business Gifts Jul 13, 2022

Show notes

Let's talk about business gifts. I think this is something that most entrepreneurs right now could be overlooking in their business. I want to make sure you know the potential benefits of deducting business gifts and discuss some of the rules around it.

>>> 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 Pivot Your Business Powerfully with Sheila Bella Jul 12, 2022

Show notes

"Do it scared, do it now, do it anyway."

This is Sheila's motto and it fuels our conversation on this episode. We will discuss pivoting in your business, how to run your business with confidence, what it's like to run a multi-7-figure business. Sheila also shares her advice to anyone who finds themselves a similar situation to where she began.

Sheila Bella is a celebrity brow artist and beauty business success coach. She is the founder of two multi-7-figure businesses; Sheila Bella Permanent Makeup and Pretty Rich Bosses Coaching & Consulting. Sheila hosts Pretty Rich Podcast, a top-rated beauty entrepreneurship show on iTunes. She is the President of the American Academy of Micropigmentation, the largest organization of cosmetic tattoo professionals. She is not just a motivational speaker; she is a motivational "do-er". Her passion is teaching beauty professionals how to scale their services passively and how to create wildly profitable online businesses themselves so they can expand their potential beyond the chair and create massive impact from the comfort of their home.

>>> Connect with Sheila on IG @realsheilabella or @prettyrichbosses

>>> Visit her website: SheilaBella.com

>>> Listen to Pretty Rich Podcast: https://podcasts.apple.com/gb/podcast/pretty-rich/id1431091834

>>> 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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