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    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.]

    Advertise

    Copyright: © 2021 All rights reserved Fitnancial Solutions.

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    Latest Episodes:
    Don't Let Your Contractors Cook You Breakfast Nov 11, 2021
    Show notes

    Today, we're going to talk all about relationships... and YES, this is still the Keep What You Earn podcast. I'm talking about relationships in your business between you and the folks that work for you. We're going to discuss the differences between employees and contractors and how the IRS classifies them. Remember that there are several Federal and State labor laws that need to be followed based on the type of worker you hire, so apart from the tax considerations, you also want to consult with an attorney or HR professional well versed in these requirements before making any final hiring decisions.

    >>> 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 Truth About LLCs with Eric Masson Nov 04, 2021
    Show notes

    Today's episode is all about the legal side of entrepreneurship. I am so excited to welcome my friend Eric Masson. Eric is a seasoned attorney with a vast amount of experience helping small businesses and entrepreneurs establish and maintain their businesses by mitigating those inherent legal risks that we face every single day. Eric is also an instructor in Fitnancial Foundations. We dive into a few topics in this episode around LLCs, trademarking, and just the overall tips that you need to know as a new business owner if you're getting started out. Whether you're brand new to entrepreneurship, or you're beginning a new venture, this episode is going to be super helpful to you.

    >>>Go to https://www.ericmassonlaw.com/ and click on the "Consultation" button. Promo code: Fitnancials

    >>> 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.


    Building Wealth with Multiple Income Streams with Jannese Torres-Rodriguez Oct 28, 2021
    Show notes

    Today on the podcast we welcome on Jannese Torres-Rodriguez. She is a personal finance expert, host of Yo Quiero Dinero podcast, and multi-business owner. Jannese's claim to fame is that she's had over 10 different side hustle businesses that brought in over $100,000 annually, which allowed her to pay off debts and start building generational wealth. We will deep dive into her journey through getting an education, working a corporate job, and then realizing that there was more to life than living the "safe" path that society expects. We will also discuss the importance of being a lifelong learner and the benefits that individuals can reap from this as they seek additional business opportunities.

    >>>Connect with Jannese on IG @yoquierodineropodcast or online at www.yoquierodineropodcast.com

    >>>Also check out her 6-Week Intensive Mastermind at https://sidehustlemoguls.podia.com/the-blogging-blueprint-6-week-blogging-intensive-mastermind

    >>> 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 Next Vacation Oct 21, 2021
    Show notes

    In today's episode, we are going to talk all about how to deduct your vacation. This is one of the most common questions I get asked... How do I navigate deducting this? Should I be deducting this? Is this allowed? It's definitely a more gray area for my entrepreneur clients. But I'm here to tell you that you have the capability to deduct a lot more than you think you do. You're going to learn all about that in today's episode.

    *Additional note/correction: When a trip is considered majority business, costs like airfare and transportation are 100% deductible but meals and lodging would still be based on the percentage of business time spent. If the trip is not majority business, the airfare and transportation to/from the destination would not be deductible. In short: it can be complicated, so meet with your CPA to plan your trip!

    >>> 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.


    Build a Machine that Makes You Money with Jess Glazer Oct 14, 2021
    Show notes

    Today on the podcast, we are welcoming on, in my opinion, one of the most special guests I could possibly have, the unofficial Godmother of Fitnancial Solutions, Jess Glazer. Jess is my former business coach, business mentor, friend, and colleague and I am so excited to have her on the podcast today! We will dig deep into her background in business coaching and also touch on everything from creating your own coaching program, to Jess' background in personal training and elementary school teaching, to her and her husband founding an elementary school in Ghana through Pencils of Promise. We will also deep dive into Jess' mission of helping 100 entrepreneurs create 7-figure impact-driven businesses. There is something for everyone in this episode whether it is an entrepreneurial tip to help move your business forward or a better understanding of the potential mindset traps that entrepreneurs fall into that can hold their businesses back.

    >>>Find Jess on IG @jess.glazer

    >>>Message Jess the word "Empower" to get more information on her group coaching program.

    >>>Free gift from Jess: How to Price with Confidence: https://www.jessglazer.com/priceyourofferfree

    >>> 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.


    What You Need to Know if You Extended Your Tax Return Oct 07, 2021
    Show notes

    Today we are going to talk all about extensions. And no... I'm not talking about the things in your hair that make it look longer. I'm talking about your tax returns. I wanted to take this quick episode to explain what exactly it means to file an extension. What are your responsibilities? How does it actually work? I've got the answers for you.

    >>> 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 Bulletproof your Bookkeeping with Misa Ledguies Sep 30, 2021
    Show notes

    Today we welcome on our first guest on the Keep What You Earn Podcast, a friend of Fitnancial Solutions, and owner of Perfectly Kept Books, a bookkeeping service exclusively for female owned businesses, Misa Ledguies. Today we will deep dive into the importance of having accurate and detailed books as the foundation of your business. Misa will detail each of her top tips to officially bulletproof your bookkeeping and make tracking your finances a simple and easy task. Some topics that we cover are separating your bank accounts, utilizing technology to keep your books, reconciling your books, looking at financial reports, and not waiting too long to ask for help. I think you will all find great value in today's episode and will have some concrete action items to take away to help improve your business!

    >>> Find Misa at www.perfectlykeptbooks.com

    >>> Download Misa's Bookkeeping Checklist here: https://view.flodesk.com/pages/60592d616319196d8608ba91

    >>> 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 Law of Income - Unlocking a Millionaire Mindset Sep 23, 2021
    Show notes

    In my opinion, reading books is critical to gaining a proper mindset in business. I also feel that it is important to reread certain books at different stages of your business because you will learn new things each time as in general, we apply what we are learning to what we are going through at that moment. The book that I want to discuss today is "Secrets of the Millionaire Mind". There is a quote in the book inspired me so much that I wanted to share it with you: "You will be paid in direct proportion to the value you deliver according to the marketplace". In today's episode we will deep dive into why this quote is so inspirational for me and how we can apply this in business to exponentially grow our wealth.

    >>>Link to the book: https://amzn.to/3CTP66O

    >>> 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.


    Ditch PayPal and Venmo in Your Business Sep 16, 2021
    Show notes

    I kind of have a reputation on social media for being totally against doing business through PayPal and Venmo! Every time I post about this, it's a polarizing topic. And listen, I am not here to judge! I simply want to use this episode to share with you the reasons I choose to use other forms of payment processors. Tune in to hear the top 3 reasons why you should ditch PayPal and Venmo (PS, reason #1 is compelling enough, but tune in for all 3 reasons so your mind can really be blown).

    >>> 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.


    Limiting Beliefs that are Costing You Thousands Sep 09, 2021
    Show notes

    Sometimes as entrepreneurs, we convince ourselves that cutting certain corners is going to save us money. We may not necessarily think of it as cutting corners but we definitely come up with little strategies along the way that are considered "short cuts". What I'm talking about are the well-intentioned attempts to save money in the short term, by doing something that deviates from normal behavior ever so slightly. And when you spend a lot of energy on micro-actions that are designed to save money in the short term, you may actually be costing yourself more money....in the long term.

    In this episode, I'm going to walk through four ways that you're allowing yourself to focus on those micro-actions too much. And how these actions actually limit the expansion of your business in a very real 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.


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