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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:

Defining and Driving Toward Your Financial Goals with Financial Advisor Tina Hoang Mar 03, 2022

Show notes

This week we're gonna be talking to Tina Hoang, who is a financial advisor in Dallas Texas. Her team services clients nationally providing comprehensive financial planning services. She takes the time to listen to her clients vision, which is what I love about her approach. She's more educational but also collaborative in her planning technique so that your goals can be achievable. What's so important about what Tina does is that she's also busting the mold that financial planners and financial advisors sit above the rest and just tell you what to do with your money, like they are some type of oracle who just tells you what to do, and you obey. That's not what she's about and that's not what we're about here. What's so important is that you're engaged with your financial planner and all of your financial avengers to make sure that you're getting the optimal results that you want for your goals. And nobody knows your goals better than you, so we're gonna dive into what exactly you should be doing to set yourself up for long-term success. But also where you can utilize the help of a professional, even if you feel like you're not quite there yet. I'm excited for you to hear this interview with Tina.

>>> Connect with Tina on IG @whatwouldtinahoangdo

>>> Find Tina at: http://tinathoang.nm.com/

>>> Text me!: https://my.community.com/shannonweinsteincpa

>>> Fitnancial Solutions Accounting Suite: 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

>>> Chat About This Episode in the Keep What You Earn Community - https://www.facebook.com/groups/fitnancial

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 Avoid Fraud as an Entrepreneur with Kristofor Healey Mar 01, 2022

Show notes

This week we're going to talk about a topic that I think is often over looked and underappreciated, especially in small business. We're going to talk about how we can keep more of what we earn by avoiding fraud and scams out there on the internet. And we're not just talking about those phishing attacks in your work emails, or those weird creepy links, or those Facebook messages from your friends who've been hacked. We're talking about the real deal fraud that looks just like legitimate IRS letters, looks like a legitimate government correspondence, and can hold people victim for thousands and thousands of dollars. We're talking to Kristofor Healey, he is the founder and director of The Secure Entrepreneur, a security management consulting firm who helps entrepreneurs and small business owners improve their fiscal health by changing their habits to eliminate risk and reduce their exposure to fraud. Kris is a Texas licensed private investigator and former Special Agent with the Department of Homeland Security who has more than 15 years of experience in federal law enforcement as a Top-Secret clearance holder conducting large scale, multi-defendant fraud investigations and high-risk tactical operations, domestically and overseas. This guy is the real deal, I swear listen to this interview you're going to get so much value out of this.

>>> Connect with Kris on IG @thesecureentrepreneur

>>> Find Kris at www.secure-entrepreneur.com

>>> Text me!: https://my.community.com/shannonweinsteincpa

>>> Fitnancial Solutions Accounting Suite: 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

>>> Chat About This Episode in the Keep What You Earn Community - https://www.facebook.com/groups/fitnancial

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.

Unbreakable Money Mindset Shifts with Sarah Dokowicz Feb 24, 2022

Show notes

This week we're chatting with Sarah Dokowicz. She is a speaker, money mindset coach, and a self-proclaimed wellness junkie on a mission to get more money in the hands of women one belief at a time. She creates digital courses, engaging social media content, and her weekly podcast For The Love of Thriving. All of which are designed to empower women to live a full and thriving life based on their terms. I absolutely love her message, her energy, and her approach to money mindset.

>>> Connect with Sarah on YouTube and IG @4theloveofthriving

>>> https://podcasts.apple.com/us/podcast/4-the-love-of-thriving/id1527132477

>>> https://4theloveofthriving.com/manifestmoneyondemand/

>>> Text me!: https://my.community.com/shannonweinsteincpa

>>> Fitnancial Solutions Accounting Suite: 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

>>> Chat About This Episode in the Keep What You Earn Community - https://www.facebook.com/groups/fitnancial

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.

S Corp Series Part 3: What is an Accountable Plan? Feb 22, 2022

Show notes

Welcome to Part 3 of our S Corp series. In this one, we're going to talk all about the accountable plan. The accountable plan is used by S Corporation owners to save money in taxes, aside from the self-employment taxes that you're going to experience saving on just by having the S Corp.

>>> Text me!: https://my.community.com/shannonweinsteincpa

>>> Fitnancial Solutions Accounting Suite: 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

>>> Chat About This Episode in the Keep What You Earn Community - https://www.facebook.com/groups/fitnancial

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.

S Corp Series Part 2: What is a Reasonable Salary? Feb 22, 2022

Show notes

Welcome back to Part 2 of our three-part S Corporation series. If you have not listened to part 1, please go back and listen to that first because you'll better understand the context of what we talk about in this episode... Reasonable Salary.

>>> Text me!: https://my.community.com/shannonweinsteincpa

>>> Fitnancial Solutions Accounting Suite: 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

>>> Chat About This Episode in the Keep What You Earn Community - https://www.facebook.com/groups/fitnancial

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.

S Corp Series Part 1: Is an S Corp Right for You? Feb 22, 2022

Show notes

Welcome to the first episode in the three-part series all about S Corporations. This is one of my favorite topics and admittedly, this is one of the most commonly used tax strategies that we have in our arsenal to help you save money in taxes. There is no question that you have the potential to save thousands, tens of thousands, or greater, implementing what you learn in this episode. So make sure you have your notebook ready and be sure to listen to all three parts of the series because they all work in conjunction.

>>> Text me!: https://my.community.com/shannonweinsteincpa

>>> Fitnancial Solutions Accounting Suite: 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

>>> Chat About This Episode in the Keep What You Earn Community - https://www.facebook.com/groups/fitnancial

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 Kids and Families Around Money with Andrew Hovelson Feb 17, 2022

Show notes

This week we are talking to one of my friends. A father, husband, entrepreneur, artist, and actor, Andrew Hovelson. Andrew currently runs Southwestern Students Edge, a leader in habit based life coaching for teens and young adults, where they continue to strive to be the number one growth and development company for young people in the world. Andrew helps Generation Z develop skills and ways of thinking that current educational systems have all but forgotten and reconnect parents to their kids through crucial conversations. I know you're going to love this episode because we talk about not only education and coaching for teens and young adults, we talk about financial education, money stories, and how to have the most difficult conversations around money with your family. This is a really inspiring episode and I absolutely love my time talking with Andrew.

>>> Connect with Andrew on IG @studentcoachingswc and @andrewcoaches

>>> Connect with Andrew on Facebook @studentcoachingswc and @andrewcoachesswc

>>> https://southwesterncoaching.com/student-coaching/

>>> Text me!: https://my.community.com/shannonweinsteincpa

>>> Fitnancial Solutions Accounting Suite: 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

>>> Chat About This Episode in the Keep What You Earn Community - https://www.facebook.com/groups/fitnancial

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 Do Any Books Last Year - Now What? - with Katie White Feb 10, 2022

Show notes

Today I'm so excited to have Katie White on the podcast. Katie is the owner of Cents and Balance Bookkeeping Services. She is a bookkeeper and an enrolled agent who has a passion for relieving small business owners of the stress and overwhelm often felt when they start looking at their numbers. Katie is also the founder of Balance Your Books, which is a group membership program for business owners who are DIYing their bookkeeping but want additional education, support, and accountability as they're starting and growing their businesses. I'm excited to be chatting with her today to help you as a small business owner understand what you're supposed to be doing now if you didn't do any bookkeeping in 2021. So now that we're in 2022, what does that mean? What are your options? What should you be doing? Before you call your accountant in a panic, listen to this episode. I promise you will feel so much better after you hear what Katie has to say.

>>> Connect with Katie on IG, Facebook, and LinkedIn @centsandbalance

>>> https://centsandbalance.com/

>>> DIY Membership https://centsandbalance.com/services/balance-your-books/join/

>>> Text me!: https://my.community.com/shannonweinsteincpa

>>> Fitnancial Solutions Accounting Suite: 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

>>> Join my Keep What You Earn: Financial Empowerment for Entrepreneurs group: https://www.facebook.com/groups/fitnancial

>>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

>>> Chat About This Episode in the Keep What You Earn Community - https://www.facebook.com/groups/fitnancial

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 Never Run Out of Money with Christine O'Reilly Feb 03, 2022

Show notes

This week we're welcoming Christine O'Reilly to the podcast. Christine runs a virtual CFO bookkeeping and accounting practice, much like myself. After spending ten-plus years in the private and public accounting world, she decided to bring her skills to entrepreneurs and businesses. What started as having a love of numbers, turned into helping CEOs take control of their business numbers and make decisions more confidently. You can tell why I love Christine and her mission!

Today we're going to be talking about cash flow. This is a term that we hear all the time in business and it's one of the things that kind of scares entrepreneurs just because it's a confusing term and it's not really put into practical use enough in the accounting world. We don't talk enough about cash flow. We look at statements, we look at the status of things, and we look back in time at what happened in terms of our financial performance. But we don't look forward enough in terms of what to expect and forecasting our numbers going forward. AND cash flow forecasting is one of the most powerful tools you can have in your back pocket as an entrepreneur. Cash flow is really the gateway to understanding where your money is going and where it's coming from so that you can actually plan ahead and never feel like you're losing money or you don't have enough money in the bank account.

>>> Connect with Christine on IG @christineinfinance

>>> https://www.christineinfinance.com/

>>> Text me!: https://my.community.com/shannonweinsteincpa

>>> Fitnancial Solutions Accounting Suite: 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

>>> Chat About This Episode in the Keep What You Earn Community - https://www.facebook.com/groups/fitnancial

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.

Empowering Female Entrepreneurs and Building an Online Personal Brand with Genecia Alluora Jan 27, 2022

Show notes

This week I am so excited to introduce you to our special guest, Genecia Alluora. Genecia is the founder of Soul Rich Woman, which is the number one female entrepreneur network in South East Asia, connecting more than 200,000 women across the region in the Soul F Membership Program. For the past 17 years, Genecia has been coaching celebrities, CEOs, and politicians to be seen as leaders on stage. And today, with the Soul Rich Woman Blueprint and the SOW Academy, she mentors thousands of women to bring their business and leadership brand online. Genecia is also a podcast host and producer since 2019 and has three podcasts out right now. She's been profiled in CNBC, Forbes, and China Daily. Genecia is a thought leader and leading women's empowerment expert. She is regularly invited to speak on TV and radio as well as conferences.

Based on those credentials, I know that you're going to be impressed with Genecia. But even more so you'll want to have your pen and paper out for this interview because she is constantly dropping great value and nuggets that you're going to want to write down. This is great stuff guys. We're going to talk about two different things: financial independence for women as entrepreneurs, and building your personal brand online in order to increase sales. You're going to get tons of value from all dimensions of this episode.

>>> Connect with Genecia on Facebook, LinkedIn, Instagram, and TikTok @geneciaalluora

>>> soulrichwoman.com

>>> https://www.empoweredfinancialplanner.com/pitfalls

>>> Text me!: https://my.community.com/shannonweinsteincpa

>>> Fitnancial Solutions Accounting Suite: 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

>>> Chat About This Episode in the Keep What You Earn Community - https://www.facebook.com/groups/fitnancial

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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