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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:

Busting Bookkeeping Myths with Christina Fatum Jan 20, 2022

Show notes

I am so excited to welcome to the podcast my bookkeeper, Christina Fatum. She has over thirty years in the industry as a bookkeeper. She tells a little bit of that story today of how she got started with bookkeeping and why she has a passion for it. Why I love working with her, is that she and I have a very similar sentiment around new business owners, serving business owners, and making an impact. Christina comes from an accounting and computer programing background. She's got so many tools under her belt and she really has the heart of a teacher which is another reason why I love working with her. She's been able to pursue a career that's both fulfilling and challenging.

>>>If you're interested in working with Christina or anyone at Fitnancial Solutions, visit https://www.fitnancialsolutions.com/ and submit your information

>>> 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.

The 411 on 1099s Jan 13, 2022

Show notes

This episode is for any business owner, freelancer, and anyone who hires a freelancer or service provider. Basically, this is for everybody if you own some type of business. It is really important to understand your responsibilities when it comes to these 1099s because it can add up to massive penalties, and it can also affect other business owners. I'll explain why and everything else in this episode.

>>> https://www.efile4biz.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.

What Rachel Richards Learned & Applied to Retire at 27 Jan 06, 2022

Show notes

This week we're going to be talking with Rachel Richards. Not only does Rachel talk about how she was able to accomplish so much financially at such a young age, but she also talks about some of the struggles and obstacles in her way of making that happen. Which I know all of us can relate to as entrepreneurs.

Here's a little bit about Rachel if you don't already know her... At the age of 27, she quit her job and retired, living off of over $15,000 per month in passive income. Rachel's made a name for herself in the personal finance realm and is the best-selling author of the books "Money Honey" and "Passive Income, Aggressive Retirement". She's a former financial advisor and a real estate investor with almost 40 rental units. Her valuable lessons have helped thousands of female millennials work their way out of financial despair. She's successfully done what no one's done before, make the topic of money-management fun, entertaining, and simple.

I'm so excited to talk with her on the podcast today. I know you're going to get so much out of this interview and really see yourselves in her journey. She is not unlike you. There is nothing miraculous about what she was able to accomplish. She was savvy and applied her knowledge, and loves and has a passion for doing the same and sharing that knowledge with you.

>>> Connect with Rachel Richards on IG @moneyhoneyrachel

>>> Find Rachel's programs here https://www.moneyhoneyrachel.com/

>>> Rachel's Real Estate Investing Bootcamp link: www.moneyhoneyrachel.com/re-course

>>> Download Rachel's FREE Passive Income Starter Kit https://www.moneyhoneyrachel.com/bonus

>>> Money Honey: A Simple 7-Step Guide for Getting Your Financial $hit Together: https://amzn.to/33fwtc6

>>> Passive Income, Aggressive Retirement: The Secret to Freedom, Flexibility, and Financial Independence (& how to get started!): https://amzn.to/2FltLtt

>>> The Miracle Morning by Hal Elrod: https://www.amazon.com/Miracle-Morning-Not-So-Obvious-Guaranteed-Transform-ebook/dp/B00AKKS278/ref=sr_1_1?keywords=the+miracle+morning&qid=1637168218&s=digital-text&sr=1-1

>>> 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.

Do This When You Wake Up January 1 Dec 30, 2021

Show notes

As we're nearing the end of 2021 and we're heading into 2022 not only do I wanna share as many tax tips as I can on how to minimize your tax bill for 2021. I also don't want to lose sight of the fact that 2022 is set up for success if you do a few of these key things to set yourself up for a great 2022 when it comes to tax savings. So let's talk about what seeds we can plant on January 1st that will lead to significant tax savings come 2022, and beyond.

>>> 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.

Hiring the Right Pro for Your Business with Serena Shoup Dec 23, 2021

Show notes

This week on the podcast we're welcoming Serena Shoup. Serena is a CPA running a virtual bookkeeping business called Of Course Bookkeeping, focusing on accounting and strategy for course creators and online experts. What I love about Serena is that she is super niche in the course creator space. She also mentors other bookkeepers and accountants in her brand The Ambitious Bookkeeper. She has a very specific type of customer she serves, and it serves her well. We're going to be talking a little bit about that in today's episode along with, "What do you really need as an early-stage entrepreneur? What's the difference between the types of professionals that we have in the accounting profession? Accountant vs. CPA vs. Bookkeeper vs. Tax Pro. What do you actually need in your business and who should you be looking for?". We're going to cover all of this today.

>>> Connect with Serena on IG @ofcoursebookkeeping or @ambitiousbookkeeper

>>> Connect with Serena on LinkedIn: LinkedIn.com/in/serenashoup

>>> www.ofcoursebookkeeping.com

>>> Podcast (for bookkeepers): ambitiousbookkeeper.com/podcast

>>> 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 Deduct Your Holiday Celebrations Dec 16, 2021

Show notes

So today we're going to talk about how you can deduct your holiday party. Believe it or not, it's easier than you'd think. However, there are some rules to keep in mind to do this the right way.

>>> 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 Master Sales Strategy and Skills with Jillian Murphy Dec 09, 2021

Show notes

Is sales something you look forward to? Is it something that you struggle with? Is it something that you're trying to master and feel like you're doing your best to execute on but still feel like it's not quite there, or you're just not naturally built for sales? Well, this is a great episode for you! We are going to be talking with sales coach and mentor Jillian Murphy. She is an expert on the art and psychology of sales. It's not just about bringing in more money, there's a lot more to it and we're going to get into that and more in this interview.

>>> Connect with Jillian on IG @jillianmmurphy

>>> 7 Steps from Followers to Paying Clients https://mailchi.mp/c4be503aebce/seven-steps-to-paying-client

>>> 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.

Four Metrics You Need to Measure the Financial Health of Your Business Dec 02, 2021

Show notes

How do you measure the financial health of your business? Most business owners, especially when they're first starting out, tend to look at just the cash balance. You might check your bank account balance and think "Hey, I've got more than I thought I did" or "Oh boy, I didn't know I had that little left in my bank account". Using a bank account balance to measure the financial health of a business is like measuring your overall health from your weight. It's really not fair for you to judge yourself on that one metric, nor your business. That's why today, I'm going to walk through four financial metrics that you should be using to track your overall financial health.

>>> 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.

Are You Ready for a CFO? with Caitlynn Eldridge Nov 25, 2021

Show notes

This week we are going to be talking with Caitlynn Eldridge. I'm really excited to introduce Caitlynn to you. She is a fellow CPA, CEO, and she's working with many female small business owners online. You'll notice that she and I have a very similar background and we definitely have a similar ethos when it comes to our love for accounting and taxes but also our love for helping small business owners. She has so many tips and tricks to share with you, along with her perspective on "Do you really need a CFO? What is a CFO? And what are certain stigmas associated with that name?". >>> Find Caitlynn on Instagram @caitlynneldridge

>>> CPA Hour Link: http://caitlynneldridge.com/cpahour/

>>> 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.

Do These Three Things Before Year-end Nov 18, 2021

Show notes

Have you ever heard someone say that successful people and leaders make it a habit to make their bed first thing in the morning? They say that this one small habit creates momentum and starts your day out on the right foot. I like to apply this similar logic when it comes to your business. There are micro-actions and habits that you can take that will help move the needle for your business in a big way if you're doing them consistently. If you can start with "making your bed" for your business before the year-end, you can set yourself up for a stress-free tax season. In today's episode, I'm going to share the three things I think you should be doing before the end of the year to set the tone for a stress-free tax season.

>>> 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.

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