

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

Oct 27, 2022 • 42min
Resisting Financial Fear in Uncertain Times with Belinda Rosenblum
In times of economic uncertainty, it's easy to listen to the negative voices and negative self-talk in our heads when it comes to money. This is especially true for business owners and entrepreneurs because we're already subject to more risk than a typical salaried employee when it comes to how and when we'll earn our next dollar. That's why I am excited to have Belinda Rosenblum on the show. Belinda is a CPA and a Profit Strategist as a part of her company, Own Your Money. She helps busy female coaches and experts sustainably scale their revenue and profits by upleveling their financial systems and strategies and stepping into the CEO role with her signature Cash Flow CEO Accelerator program. She believes it's time female entrepreneurs feel worthy and safe with money, finally enjoy the freedom they started their business for in the first place, and consistently take home the money they want each month. Belinda is here to discuss some ways you can overcome financial fear in the context of an economically uncertain time. You'll hear us discuss what's going on in the market right now, what we're seeing with business owners, and the struggles they're facing. I know you will love this episode because it will help you understand that you're not alone if you're struggling with any of these things and remind you that there is a way out. * Find Belinda on IG @ownyourmoney * Check out her Pay Yourself Calculator: ownyourmoney.lpages.co/calculator/ * Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.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 * Meet me face-to-face 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.

Oct 26, 2022 • 16min
How to Know if Your Business is Profitable
When it comes to business finances, many people broadcast their revenue numbers but don't really talk about their profit. Believe it or not, a lot of the businesses and influencers you follow may not be profitable. They can say they're a multi-seven-figure business owner or an eight-figure CEO, but what you take home is what really matters. That's why we named this podcast "Keep What You Earn." I want to make sure you're keeping more of what you earn. To help with that, in this episode, I explain how you can know if you are profitable and how to figure out what your profit is. * Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.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 * Meet me face-to-face 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.

Oct 25, 2022 • 39min
Finding the Right Advice with Mike Jesowshek, CPA
As I was building my business, I consistently listened to podcasts. One of my staple podcasts was the Small Business Tax Savings Podcast, hosted by Mike Jesowshek. I am looking forward to today's episode because Mike is today's guest. We are actually doing a cross-over episode between our two shows. I took a lot of inspiration from his podcast as I was building my business so this is a really cool experience for me. I love how Mike can break down complicated tax subjects while still providing enough information to be really helpful. You'll hear us discuss how to decipher good advice online, how to find a professional who's looking out for you, and how to educate yourself on these types of complicated topics while also empowering yourself. We also touch on competition, how everyone is welcome in this space, and why he and I believe collaboration is so important. * Listen to Mike's podcast, Small Business Tax Savings Podcast: taxsavingspodcast.com * Join his free Facebook group: facebook.com/groups/taxsavings * Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.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 * Meet me face-to-face 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.

Oct 24, 2022 • 13min
How Much Cash Should I Have in the Bank?
We often use cash as a financial thermostat that dictates how we feel about our business, but I don't want that to be the case for you as a business owner. I want you to think about cash objectively and as a metric to measure, not as a trigger for emotion. To help with that, I am going to unpack how much cash you should have in the bank at any given time. * Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.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 * Meet me face-to-face 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.

Oct 21, 2022 • 15min
Tax Deductions for Speakers and Authors
Seeing more in-person events pop up recently has rekindled my energy to get back into speaking and doing live training. This has me thinking about all the entrepreneurs diving back into in-person events, writing their first book, or promoting their work by speaking on stage. I'm dedicating this episode to entrepreneurs who are looking to understand the tax deductions that may be available to them when it comes to being an author or speaker. This episode will give you a ton of different ideas on tax deductions you can take to save money. * Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.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 * Meet me face-to-face 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.

Oct 20, 2022 • 36min
Taking Advantage of the Employee Retention Tax Credit with Kristen Engeron
As an entrepreneur, it is exciting to meet someone with a similar mindset as me in business. This is especially true in the tax and accounting industry, where it is so easy to fall into old habits and continue doing things the way they've always been done. So it was refreshing to meet Kristen Engeron. Kristen is the President of Legacy Consultants, LLC, which provides outsourced CFO and controller services, as well as tax services. They have been in business since 2010 and have clients all over the United States. Kristen has over 20 years of tax experience that she uses to ensure her clients' businesses are as profitable as they can be through corporate structuring, tax planning, and establishing appropriate financial controls and departments. Kristen is truly in business to help small business owners in any way she can. One way she does that is by offering an Employee Retention Tax Credit (ERTC) service, which is what we discuss in this episode. I know you're going to enjoy this conversation with Kristen. You'll learn how to take advantage of the ERTC and what red flags to look out for when searching for a professional to work with. * Call Kristen at: 985-360-3460 * Email her: kristen@legacyconsultantsllc.com * Be sure to mention this episode for a 10% discount! * Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.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 * Meet me face-to-face 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.

Oct 19, 2022 • 22min
Stepping into a CEO Mindset
As a CFO, one of my goals is to bring out the qualities in my clients that help them shine as CEOs. I've recently spent some time unpacking what it takes to be a CEO and what it takes to step into a CEO mindset. I ended up with a short list of things that I believe drive a CEO's approach to problems and help you show up as a CEO. I'm going to share that list with you, along with relatable examples for context. * Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.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 * Meet me face-to-face 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.

Oct 18, 2022 • 26min
How To Minimize Taxes as a Real Estate Investor with Sheena Braulick
Investing in cash flow assets is always a theme on this show, and one of the best ways to do that is to invest in real estate. There are many different ways to invest in real estate. Regardless of how you invest, taxes can feel complicated. That's why I invited Sheena Braulick to the show to help you sort through this and understand the options. Sheena is a CPA with 13 years of experience. She is an expert in the tax field and specializes in working with real estate investors. She is passionate about working with clients and making the complexity of taxes and financial reporting easier to understand. Clients love working with Sheena because she brings that "having coffee with a friend" feeling to meetings. You'll see this firsthand as she walks us through several tax strategies, including the Cost Segregation Act. * Find Sheena on IG @growthadvisors_tax * Visit her website: www.growthadvisors-tax.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.

Oct 17, 2022 • 21min
How to Create Recurring Revenue
It feels like "recurring revenue" is a buzzword these days, right? Many accounts and CFOs will tell you that you need to increase recurring revenue. To me, recurring revenue is a source of stability that offers peace of mind in knowing that money will come in regardless of whether I am at my desk or not. I want that same peace for you, so I am sharing a few concepts that I instill in my clients and that I think you should adopt in your business as you're starting out and when you're evolving. * Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.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 * Meet me face-to-face 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.

Oct 14, 2022 • 15min
How Tax Extensions Work
Because the final tax deadline for 2021 is approaching, I am sending out a refresher episode to review the tax deadlines and what an extension really means. Spoiler alert: an extension is NOT the same as a snooze button. * Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.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 * Meet me face-to-face 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.


