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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 Crypto is Changing How We Do Business Forever with Uch Anyanwu Jun 16, 2022

Show notes

With any paradigm shift or change in the society that we live in, there's going to be resistance. One of our key instincts as humans is to resist change whether we know it or not.

One of the key things that is changing is the environment around cryptocurrency, NFTs, other things of that sort. I think it's become more prominent as a topic. We're even talking about it on the show, right? It's not really part of the underground world anymore and with that comes a responsibility for all of us to educate ourselves. I am so excited to share this interview with Uch Anyanwu to help us all become more educated on these topics.

Uch is an expert in crypto who became an expert in crypto because he realized that was what was needed of him. He's currently helping working professionals overcome this lack of knowledge around stocks and Bitcoin by teaching them simple easy-to-understand lessons. He's the author of "10 Ways For You To Win the Stock Market," a book that makes being in the financial markets easy to understand. He has been featured in the NY Post, Shortlist Dubai, and BBC Radio 1.

I just love his mission around simplifying financial concepts for anyone to be able to digest and self-educate.

>>> Check out Uch's website: YourStocksNow.com

>>> Connect with him on IG @djuch

>>> 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.

Feeling Stuck at Your Income Level? Try This... Jun 14, 2022

Show notes

As business owners, we're always chasing growth. It feels like no matter what we do, we're always hungry to get to that next level. And that's not necessarily a bad thing. But, sometimes we feel like we're starting to plateau when it comes to our income and we're not sure how to unlock that next level. This often makes us feel stuck and possibly even stresses you out.

To help overcome this situation, I am sharing 3 questions that you can ask yourself to figure out why you're experiencing these types of limitations and what you can do to unlock that next level of revenue.

>>> 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's Holding You Back from Your Dream Business with Jessica Burgio Jun 09, 2022

Show notes

Sometimes as entrepreneurs the number one thing we actually need, whether or not we're asking for it, is a little tough love. We hire coaches but they turn out to be cheerleaders. And it's great if you can find someone to root for you unconditionally, but it's even better when you find that person who will challenge you, question you, and make you unpack everything going on in the back of your mind. That's what I love about Jess Burgio, she's just raw, real, and authentic and I can't say that enough about her. I love the truth bombs that she provides. On this episode we're talking about what could possibly be holding you back in your business from really unlocking your potential.

Jess Burgio is the host of the Beauty Inspires Beauty podcast, educator, and speaker helping salon owners and stylists around the world to grow their business, while growing themselves. Jess's unique approach focuses on encouraging her clients to grow through personal development and self-care, all while offering the tools needed to build a thriving, sustainable salon business.

>>> Connect with Jess on IG @jessicaburgio

>>> Check out Behind the Beauty Brand membership mention this episode for 1 free month!

>>> 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.

Designing Your Team with Jackie Serviss Jun 07, 2022

Show notes

The beauty of being an entrepreneur is that we don't have to follow a template when hiring. We don't have to follow a specific rubric. But the people side of the business can get overwhelming without the right plan in place. That's why I am so excited to share with you my interview with Jackie Serviss.

Jackie is a seasoned Human Resources Executive and Certified Executive Coach (CEC) with over a decade of assisting leaders in aligning people strategies and talent acquisition best practices to scale their organization. As a business owner and people strategist, Jackie leverages her leadership & integrated approach to drive strategy around talent planning and forecasting, organizational design, leadership development coaching, change management &and staffing services.

>>> Connect with Jackie on IG @jackieserviss

>>> Visit her website: www.jackieserviss.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 are CFO Services Different from Accounting? Jun 02, 2022

Show notes

Accountants and CFOs are not the same thing and a CFO is not just a fancy word for accountant. But what are the differences between a CFO and an accountant? And who do you need in your business? Those are the questions I am answering on 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.

When You Think Money Isn't Meant for You with Natalia Benson May 31, 2022

Show notes

Have you ever felt like an outsider when it comes to money?

Like it seems you missed a memo somewhere or you somehow skipped something you were supposed to learn about how money works, and how to make it work for you?

If so, then you'll love Natalia Benson's story. Natalia is a women's empowerment coach, money mentor, and astrologer living in Southern California. While you might assume that, that profile makes her sound, very woo woo, don't be fooled, because Natalia is also very practical and pragmatic. She blends the spiritual and the strategic to help thousands of her students, clients, and followers tackle challenges around business and money.

I'm really excited to share this episode with you because Natalia shows the courage to get vulnerable about her own money story. I know that you'll be able to relate to her story. And I'm really excited to showcase what she's been able to accomplish because of some simple shifts in mindset and also in absorbing the strategy and the strategic thinking around money.

>>> Connect with Natalia on IG @natalia_benson

>>> Check out her website: www.magicalwomenandmoney.com

>>> Listen to her podcast, Natalia Benson the Podcast: https://www.nataliabenson.com/podcast

>>> 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 Can I Deduct My Gym Membership? May 26, 2022

Show notes

We all know that our performance as business owners and our general attitude and demeanor can be highly dependent on our physical and mental health. We have to take care of ourselves before we can take care of our clients. And I think some of us need this reminder on a frequent basis. So let's explore how you can potentially take advantage of health related costs as a business owner for yourself and for your employees.

>>> 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.

NFTs for Newbies with Lisa Seery May 24, 2022

Show notes

These days you cannot scroll social media, watch the news, or talk to your friends without someone bringing up the subject of NFTs or crypto. While some may think it's a fad, many know it's here to stay. On this episode I have a guest who has recently thrown on her gear and dove into the depths of OpenSea and she's ready to teach us some of what she's learned along the way.

Lisa Seery is a personal finance expert, she's a financial wellness advocated as well, helping women build wealth in the most feel good way possible. Lisa spent 15 years working in the investment industry working with some of the top investment banks and financial institutions around the world. She now focuses on coaching and mentoring women to build their own wealth. She believes that when you have money you have the power to create an impact ripple effect into the world around you.

You'll want to break out a notebook for this one.

>>> Connect with Lisa on IG @lisaseeryfinance

>>> How is Cryptocurrency Taxed? blog post: https://www.fitnancialsolutions.com/post/how-is-cryptocurrency-taxed

>>> 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.

Five Bank Accounts You Need for Your Business May 19, 2022

Show notes

When you first start a business, it can be intimidating to think, Oh God, I need to have all of this infrastructure. What do I do? How do I set up my money? What do I need in place in order to really show up as a business owner and treat my business like a business?

I want to share with you a structure that could be a game-changer in your business when it comes to managing your money, in terms of where it sits and how its presented to you. I have a possible scenario of five bank accounts that you can have in your business. This structure will help foster discipline, help create clarity, and help the organization of your business money so that you have peace of mind and you never have to avoid checking your bank account balance.

>>> 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.

Hiring the Right People with Jackie Koch May 17, 2022

Show notes

A question that every business owner asks is "how do I know if I am hiring the right person?" Well today we have an expert, Jackie Koch, on the show. She has a passion with helping founders and "not-so-solo-preneurs" scale and lead their teams.

We learn, for any entrepreneur, hiring is one of the best decisions if you do it the right way. Evaluate what is not in your zone of genius, where can you ask for help? This will help you leverage your time.

>>> Connect with Jackie Koch on IG @peopleprinciples and @jackie.koch_

>>> Check out her website: peopleprinciples.co

>>> Check out her podcast, Hiring School: https://podcasts.apple.com/us/podcast/hiring-school/id1615332326

>>> 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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