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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:

How to Deduct Business Meals Jul 11, 2022

Show notes

How do you need to take certain business deductions and maximize them? I'll go through some of the nuances of deducting business meals and really focus in on what you need to do to make sure you're taking advantage of this as much as possible.

>>> 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.

Using Customer Insight to Build a Successful Brand with Aisha Marshall Jul 08, 2022

Show notes

One of the goals of many entrepreneurs is to maximize and scale their revenue, right? In order to do that, one of the first things we need to do is understand how to sell our product or service on the market. Just as important having a product is showing up with a consistent brand.

Brand is really about how you communicate with the world what your value is and what problems you solve. Today, we will dive deeper into this aspect of business with our guest Aisha Marshall, expert in all things marketing.

Aisha Marshall runs AAM Consulting Firm, which provides a synergistic approach to branding, PR, and marketing. Putting it all together with a team of specialists who work alongside you as a business owner at every step from idea to launch. I am really excited to have her on to talk about a few things that really get in the way of most entrepreneurs launching their product or service. And the things that they should be thinking about before they go and start picking out colors, understanding who your real true customer is and why that might be different from the actual user of your product.

>>> Connect with Aisha on IG @aisha or @aamfirm

>>> 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 Benefits of Coaches and Masterminds Jul 07, 2022

Show notes

Hiring a coach, a mentor, or joining a mastermind is often considered a business strategy to seek out connection, community, and advice from experts. And these reasons are the main reasons for investing in such services. But one major benefit that I think is often overlooked is that the cost of these things is generally tax deductible. Tune into this episode to find out how you may be able to take advantage of this benefit in your tax strategy.

>>> 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.

Learning to Enjoy the Wealthbuilding Journey with Soledad Fernandez Jul 06, 2022

Show notes

Hearing stories of wealth building and triumph can be really empowering for some people. It can also feel distant or unrelatable to some because often time the folks who are building wealth had help from their parents, or lucked out with a proverbial pot of gold. It's also possible that the stories that are about people just like you, aren't being told despite there being plenty of them. Soledad will share her thoughts on this with us all today.

Soledad Fernandez is a client of mine and a dear friend who built her own business called Wealth Para Todos, which means "wealth for everyone" in Spanish. What she's been doing is cultivating a community around wealth, building what she didn't have when she was going through her own journey, which is what makes her mission so special.

We will discuss Soledad's personal journey and how she got to where she is today. Her story of how she found her passion in this area is very compelling and interesting. It's also very inspiring how she's been able to build her business and hack her own mindset to show up as the business leader that she is.

>>> Connect with Soledad on IG @wealthparatodos

>>> Subscribe to her newsletter: https://astounding-writer-2361.ck.page/c5aa9b1bbe

>>> 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.

WTF is Tax Planning? Jul 05, 2022

Show notes

Did you know that there is more than one tax season? That there is more to taxes than just tax filing season?

Tax filing season is actually the boring season. Tax planning is the exciting season because it's where you can change the outcome of tax filing season. On this episode I give a run-down of what I mean by tax planning.

>>> 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.

Budgeting Basics with Cindy Zuniga-Sanchez Jul 04, 2022

Show notes

When you hear the word budget, do you cringe a little bit? Like oh, that sounds like a diet, or restriction, and doesn't sounds fun at all.

If so, you're not alone because I tend to agree with you. I think you're going to really benefit from today's conversation with Cindy Zuniga-Sanchez. She shares with us how she has reframed the word "budget" to help herself overcome over $200,000 of debt in less than two years. I love her story and how practical it is and I love how simple she makes the process of getting started, which is often the hardest part of this journey.

Cindy is a Bronx native. She's a former commercial litigation attorney and she underwent her own journey to pay off $215,000 of debt in 48 months. During the process, she adopted a mission to self-educate on the topic of finance and money management. She ended up documenting her journey through social media and she applied the lessons she learned, helping others through her social media following. Eventually, she began offering private coaching services.

Cindy has spoken to thousands and coaches hundreds on the subjects of budgeting, savings, debt payoff, investing, and wealth-building. She's committed to helping millennial women, particularly women of color, create realistic money plans to achieve their own financial freedom.

>>> Connect with Cindy on IG @zerobasedbudget

>>> Visit her website: www.zero-basedbudget.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.

How to Price Your Services Jun 30, 2022

Show notes

If you are a digital business owner, chances are you have received the advice to charge what you're worth. But what does that really mean and how do you actually price your services?

I am diving into these questions on this episode. I share the three elements that I consider when pricing services and talk about how pricing is an evolution and a reflection of your confidence.

>>> 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.

Turning Your Data into Decisions with Nicholle Overkamp Jun 28, 2022

Show notes

We've been conditioned ever since we were little kids that everything can be scored, measured, or graded, on some type of scale. And as business owners we do the same thing with our numbers. If you're looking at your numbers with that hunger of: I hope I met my numbers this month, my goals, and my projections. If you're basing your success off of just the numbers, it's an incomplete picture. One of the things I'm excited to share about in this episode, is that there are non-traditional ways to look at the direction your business is going using some less traditional metrics than your financial performance.

I think you're going to love the raw and real Nicholle Overkamp. In this conversation, Nichole seeks to deescalate any pressure that you have around obsessing over your numbers, money, and metrics.

Nicholle Overkamp is a personal finance expert and business coach for women. She's the Founder and CEO of Wilcox Financial Group and PowHERhouse Money Coaching. PowHERhouse Money focuses on business coaching for ambitious women, wealth coaching, and educational programming! Wilcox Financial Group is a comprehensive financial planning firm. It was founded to create an environment that's progressive and client-centric with outstanding high-touch service.

Nicholle is the Co-author of the best-selling book Money Bitch: A no BS guide for smart women to own their financial future. Empowering women isn't only a mission for Nicholle through her companies, but also in her personal life as she serves on the Board for Girl Scouts of WNY, SheCAN!, and The Center for Hope of WNY.

>>> Connect with Nicholle on IG @nicover17

>>> Use code KWYE20 for 20% off courses: https://linktr.ee/powherhousemoney

>>> 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.

I Didn't Take a Salary as an S Corp Owner - Now What? Jun 23, 2022

Show notes

Unfortunately, it is all too common for accountants to set up an S corporation for you because they know it will save you money. But then they don't tell you what you have to do to maintain it and be compliant. There is one important condition that you have to meet in order to take advantage of the S corporation tax strategy - You have to pay yourself a reasonable salary.

So what do you do if you forget to pay yourself that salary? That's what I am going to walk you through in this episode.

>>> 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.

Investing in Yourself Intentionally with Melissa Machat Jun 21, 2022

Show notes

A lot of folks have adopted the mindset that when there is a gap in their business, the first thing they need to do is find a person to help them close that gap. This is by no means wrong but here's the thing, we have to get more intentional about closing the correct gaps. We have to get more intentional about where we're spending our money, and our time, and our resources, and how we're prioritizing that.

I think some of the symptoms we feel when we have a lack of intention are a lack of clarity, a lack of focus, which then drains our energy, right? Today, our guest Melissa Machat will share some different elements that can help you get unstuck in your business and gain a bit more clarity on closing gaps in your business to help you achieve your desired goals.

Melissa Machat is an entrepreneur and speaker who founded Re-Align Coaching and Consulting to help empower and teach entrepreneurs how to create and scale an aligned life and business. With expertise in mindset, strategy, and growth Melissa teaches you how to get freedom back into your life and stop the overwhelm, grind, and burnout. She is a certified Neuro-Linguistic Programming Master Practitioner and possesses a deeper understanding of what's really preventing someone from reaching their goals and taking action.

She has more than twelve years of sales experience, over $100 million in volume sold in residential real estate, and more than eight years being educated by multiple coaching organizations and mentors. So, she understands how to build and grow a business in any market and how your mindset can control your outcome and results.

>>> Connect with Melissa on IG @melissamachat

>>> Reveal the Next Step in Growing Your Business: https://www.melissamachat.com/quiz

>>> 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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