

Keep What You Earn
Shannon Weinstein
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.]
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.]
Episodes
Mentioned books

Jul 18, 2024 • 16min
You Don't Actually NEED An Accountant
In today's episode, we're diving into a topic that might surprise you: "You Don't Actually NEED an Accountant." We'll explore when it's truly essential to hire an accountant and when you can manage your finances on your own. From bookkeeping basics to the role of tax professionals, we'll walk you through a hierarchy of financial needs as your business grows. Whether you're just starting out or scaling up, this episode will help you prioritize your financial investments smartly. So let's get started and uncover how you can keep more of what you earn, with or without a full-time accountant! What you'll hear in this episode: 04:27 Use bookkeeping, tax professional, tax strategist effectively. 06:53 Choose tax professional wisely, expect proactive advice. 10:27 Use contractors with a permanent fixture. 14:09 Early-stage business owners need to prioritize profitability. If you like this episode, check out: Why You May Want a C Corp in Your Business Structure Listen to This Before Creating a Partnership If I Started Over, Here's What I Would Do First Want to learn more so you can earn more? 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ 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.

Jul 17, 2024 • 19min
Mastering Your Messaging with Meghan Clor
In today's show, we're diving deep into the art of mastering your messaging with Meghan Clor, co-founder of the digital marketing agency Automate Me. Join your host Shannon Weinstein as we explore how to effectively reach your ideal customer, optimize interactions, and scale your business like never before. Meghan shares her expertise on everything from social media strategies to DM automation, providing actionable tips to refine your content and convert high-ticket clients. If you're ready to enhance your marketing game and drive meaningful results, this episode is a must-listen. Tune in and transform your approach to business communication now! Meghan Clor is a business mentor, speaker, and serial entrepreneur who started her first business at the age of 20. She is the co-founder of AutomateMe, a digital marketing agency that offers done-for-you marketing services, consulting, and coaching programs. Her mission is to make it easier for businesses to attract clients online. Instagram: https://www.instagram.com/meghanclor/ Facebook: https://www.facebook.com/meghan.e.clor Website: https://meghanclor.com/ + https://automate.me/ What you'll hear in this episode: 05:25 Realizing need to repeat and repost content. 06:41 Effective content should inform and prompt action. 10:08 Avoid frequent offer pivots, focus on packaging. 14:06 Discovering and refining personal brand through feedback. If you like this episode, check out: This Could Be the Most Expensive Sales Mistake You Make Stop Doing This to Your Customers How to Keep High Margins as a Franchisee Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ 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.

Jul 16, 2024 • 34min
Avoiding Social Media Burnout with Meghan Clor
In today's episode, Shannon Weinstein and Meghan Clor dive into avoiding social media burnout while maximizing your online engagement. Meghan shares key strategies like pinning top content on Instagram, consistent posting, and intentional interactions. They discuss balancing engaging content with your business message and avoiding over-reliance on automation. Feeling the social media pressure? Tune in for essential tips to transform your social media efforts into growth opportunities. Plus, don't miss out on Shannon's personalized power sessions. Meghan Clor is a business mentor, speaker, and serial entrepreneur who started her first business at the age of 20. She is the co-founder of AutomateMe, a digital marketing agency that offers done-for-you marketing services, consulting, and coaching programs. Her mission is to make it easier for businesses to attract clients online. Instagram: https://www.instagram.com/meghanclor/ Facebook: https://www.facebook.com/meghan.e.clor Website: https://meghanclor.com/ + https://automate.me/ What you'll hear in this episode: 04:16 Focus message first, then aim for visibility. 09:18 Identify marketing angles, attract ideal clients. 10:36 Instagram for personality, brand presence, and networking. 13:26 Recommend winning content, use evergreen strategy. 18:13 Engaging q and a experience with Layla. 20:35 Focus on connecting, not overthinking social media. 24:27 Focusing on audience builds strong brand relationships. 27:08 DM automation can save time, but interaction first. 32:28 Customized power sessions for business growth. If you like this episode, check out: This Could Be the Most Expensive Sales Mistake You Make Stop Doing This to Your Customers How to Keep High Margins as a Franchisee Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ 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.

Jul 15, 2024 • 15min
Strategies for Managing Remote Teams
Today, we're diving into strategies for managing remote teams—a topic close to my heart as my business has been fully virtual since day one. I'll share key success factors, common pitfalls, and practical tips for creating an inclusive and effective remote work environment. Whether you're navigating time zones, fostering team connections, or ensuring everyone feels valued, this episode will arm you with actionable insights. Stay tuned to learn how to optimize your remote team management and build stronger, happier teams. What you'll hear in this episode: 04:05 Satellite office, 35 in NYC, 6 in Boston. 08:19 Joyful experience of meeting computer acquaintances in person. 12:54 Save time, money, and compliance with HR. If you like this episode, check out: Leaning Into a Profitable Purpose (from the ULTRA Life Podcast) Who Do I Ask? Compensation Plans - Commission or Flat Rate? Want to learn more so you can earn more? Get $50 off your HR audit with People Principles by using code SHANNON50 here. Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ 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.

Jul 12, 2024 • 22min
4 Brutally Honest Facts About Why Your Business Is Losing Money
From the truth that your business is not meant to entertain you, to the critical insight that you can't save your way to scaling, and much more, we'll explore the underlying reasons why many businesses struggle financially. Along the way, I'll share personal anecdotes, real-world examples, and actionable advice you can implement immediately. Stick around for a brutally honest, jargon-free discussion that will inspire you to take action and build a more sustainable, sellable business. Let's start the show! What you'll hear in this episode: 05:13 Boring businesses equal big money opportunities. 08:43 Use time to make more money, grow. 10:18 Scaling business is about revenue growth. 13:31 Value over appearance, start small, prove worth. 17:29 Evaluate content value, limit unproductive consumption, prioritize productive work. If you like this episode, check out: What Should You Know About Tax Estimates? How Do You Build a Business with an Exit Strategy in Mind? Not Having This Can Ruin the Sale of Your Business Want to learn more so you can earn more? Transform your small business journey – download the Small Business $tarter Kit here. Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ 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.

Jul 11, 2024 • 11min
When to Invest in Premium Products and Services
In today's episode, we delve into a common dilemma faced by business owners—deciding when to invest in premium products and services. We'll explore a practical three-factor framework to help you make smart spending decisions, evaluate the worth of paying for top-tier solutions, and examine whether these investments truly generate returns or simply add unnecessary costs. Whether it's about software tools, products, services, or even people, we'll guide you on how to invest wisely to boost your productivity, streamline operations, and grow your revenue. So, if you're ready to learn when it's worth going for high-end options, stay tuned as we unpack these valuable insights! What you'll hear in this episode: 05:47 Invest in tools that maximize productivity results. 07:33 Invest in productivity- efficient, valuable investment. If you like this episode, check out: Do I Sell More or Spend Less? How Do I Avoid Payment Processing Fees? Is Productivity the Same as Profitability? Want to learn more so you can earn more? Get Jasmine Jonte's FREE guide here: https://www.cre8tion.co/shannon Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ 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.

Jul 10, 2024 • 23min
Using Community and Personal Brand to Drive Growth with Kirsten Halik
In today's episode, Shannon continues the conversion with Kirsten Halik to delve deeper into the power of community and personal branding in business growth. They'll uncover how Kirsten's personal brand has become an integral part of her product-based company, Crowned Athletics, and how she's built an engaged community that drives customer loyalty. Whether you're building a brand or pondering the significance of a personal brand, this episode is packed with insights you won't want to miss. Kirsten Halik is the founder of Crowned Athletics™, a brand that combines activewear with a princess twist. Her journey began in January 2017 with a homemade prototype and a dream. Starting with handmade headbands, she launched her first tank tops, Mermaid Princess and After Midnight Princess, in the summer of 2018. This marked the beginning of Crowned Athletics™. Kirsten's passion has driven the brand's evolution, expanding the collection to include sports bras, skorts, leggings, and jackets. Kirsten's life took a dramatic turn in college when she survived carbon monoxide poisoning, which left her in a coma for 24 hours. This experience inspired her to make a meaningful impact with her second chance at life. Struggling with depression, Kirsten discovered the importance of fitness and movement for mental health. She aims to bring the magic of working out to women, drawing inspiration from fairytale heroines. Kirsten's mission is to make women feel magical and confident through Crowned Athletics™ activewear. Website: https://www.crownedathletics.com/ Instagram: https://www.instagram.com/crownedathletics/ TikTok: https://www.tiktok.com/@crownedathletics?lang=en What you'll hear in this episode: 03:43 Excitement seeing product on others after long wait. 07:50 Effort to sell and show personality online. 11:41 Hiring process reveals important job priorities and values. 14:30 Increased data collection, thoughtful decision-making, efficient operations. 16:49 Social media feedback can be overwhelming for business. 20:23 Returning from run Disney fuels my passion. If you like this episode, check out: If I Started Over, Here's What I Would Do First Why You May Not Want to Start a New Business CFO Q&A - Naming Your Business Want to learn more so you can earn more? Join Gusto today and get a $100 Visa Gift Card Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ 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.

Jul 9, 2024 • 30min
Embracing the Building of Your Business with Kirsten Halik
Joining us today is Kirsten Halik, founder and CEO of Crowned Athletics. Kirsten takes us through her incredible journey of launching her business, from overcoming the odds without any industry experience to building a multi-seven-figure company. We'll dive into the inspiration behind her chic activewear designs, her early challenges with manufacturing and marketing, and how a near-death experience shaped her entrepreneurial path. Her commitment to community building and understanding customer needs has led to a loyal "crown crew" that stretches across the globe. Kirsten also opens up about the strategic decisions and patient approach that fueled her success, and the unexpected surge in demand during the COVID-19 pandemic. Stay tuned as we uncover valuable insights and lessons from Kiersten's remarkable story of passion, resilience, and growth. Kirsten Halik is the founder of Crowned Athletics™, a brand that combines activewear with a princess twist. Her journey began in January 2017 with a homemade prototype and a dream. Starting with handmade headbands, she launched her first tank tops, Mermaid Princess and After Midnight Princess, in the summer of 2018. This marked the beginning of Crowned Athletics™. Kirsten's passion has driven the brand's evolution, expanding the collection to include sports bras, skorts, leggings, and jackets. Kirsten's life took a dramatic turn in college when she survived carbon monoxide poisoning, which left her in a coma for 24 hours. This experience inspired her to make a meaningful impact with her second chance at life. Struggling with depression, Kirsten discovered the importance of fitness and movement for mental health. She aims to bring the magic of working out to women, drawing inspiration from fairytale heroines. Kirsten's mission is to make women feel magical and confident through Crowned Athletics™ activewear. Website: https://www.crownedathletics.com/ Instagram: https://www.instagram.com/crownedathletics/ TikTok: https://www.tiktok.com/@crownedathletics?lang=en What you'll hear in this episode: 05:58 Creating modern, chic Disney princess-inspired athleisure. 08:55 Learning about tech packs and production processes. 10:52 Sourcing materials and packaging for garment production. 15:06 First business building, slow growth, thoughtful choices. 17:32 Starting small, faced challenges, grew through persistence. 22:08 Entrepreneur found success through time management and expansion. 25:09 Creating crew, sharing commonalities, and building community. If you like this episode, check out: If I Started Over, Here's What I Would Do First Why You May Not Want to Start a New Business CFO Q&A - Naming Your Business Want to learn more so you can earn more? CFO On Demand click here Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ 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.

Jul 8, 2024 • 11min
Moving to a Tax-Free State - Worth it?
Today, we're diving into a hot topic many entrepreneurs and individuals are curious about: the pros and cons of moving to a tax-free state. In this episode, we'll explore the idea of relocating to states without income tax like Florida, Texas, and Nevada, and whether the tax savings truly make it worth uprooting your life. We'll dig into the potential hidden costs, such as higher property taxes and insurance, and weigh them against the benefits. Plus, I'll share personal insights on why not all financial decisions should be purely tax-driven, and how to evaluate what's best for your lifestyle and happiness. What you'll hear in this episode: 04:44 Consider costs, lifestyle, and tax implications. 09:48 Guide to start or clean up business. If you like this episode, check out: A Shortcut to Business Travel Deductions What They Never Tell You About Depreciation How to Deduct Self-Employed Health Insurance Premiums Want to learn more so you can earn more? Transform your small business journey – download the Small Business $tarter Kit here. Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ 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.

Jul 5, 2024 • 16min
What a Tanning Salon Taught Me About Customer Experience
In this episode, I recount my own recent experience with a local tanning salon that taught me invaluable lessons about guiding customers through every step of their journey. From pre-appointment jitters to the lack of clear instructions, this story highlights how even small improvements in customer communication can transform a service interaction. Whether you're an entrepreneur looking to enhance your client relationships or simply someone who values excellent service, this episode has nuggets of wisdom you won't want to miss. What you'll hear in this episode: 05:23 Confusion and insecurity regarding service and appointment. 09:22 Need visual examples for makeup color selection. 10:20 Maximize customer success with step-by-step guidance. If you like this episode, check out: My Biggest Takeaway from "10x is Easier Than 2x" The Little Things That Unlocked Growth in My Business and Life Creating an Outstanding Customer Service Experience Want to learn more so you can earn more? Download the Money Pro Matchmaker tool here Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ 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.


