

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

Sep 1, 2022 • 33min
Defining Your Own Freedom and Success with Dulce Toscano
Dulce Toscano is a Latina CEO, Online Business Coach, Speaker, and Full-Time World Traveler. Dulce helps freedom seekers pivot their hustle and ideas into online businesses to pursue the lifestyle of their dreams through her signature program, Pivoting Digital®. This includes freedom of time, location, choice, and financial freedom from income caps. Her freedom just happens to be travel. Dulce wants you to ask yourself, what does freedom look like to you? I'm excited for you to hear from Dulce and unpack what freedom means to you and how you can further define what that is so you can move towards it. * Find Dulce on IG @dulce.toscano * 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.

Aug 31, 2022 • 18min
How to Manage Costs
Last week we took a deep dive into how to maximize your income. Now we're going to look into costs. There are some aspects of costs that are out of your control, such as those resulting from supply chain issues or inflation. But there are always costs that you can control and tweaks you can make to minimize your costs or ensure that they are aligned with your goals. I'm going to discuss the things we have control over and what we focus on when analyzing the costs of a client. * 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.

Aug 30, 2022 • 19min
Protecting Your Business Legally with Andrea Sager - Part 2 (Trademarks)
Andrea Sager is back for part two of a two-part series on protecting your business legally. We're covering another fundamental concept that you need to know as a business owner to protect yourself and your business, trademarks. Andrea explains everything you need to know related to trademarks, including when to get one, how to get one, and how to use them. * Find Andrea on IG @andreasagerlaw * Check out her website: thelegalpreneur.com/thecontractvault * Listen to The Legalpreneur Podcast: https://podcasts.apple.com/us/podcast/the-legalpreneur-podcast/id1503075846 * Find out more about Dream Bigger here: thelegalpreneur.com/legalpreneur-live * 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.

Aug 29, 2022 • 28min
Protecting Your Business Legally with Andrea Sager - Part 1 (Contracts)
My friend Andrea Sager is a small business attorney who worked for a big law firm but decided she would rather serve and invest in small business owners than do what she was being asked to do at the big law firm. So she opened the Sager Law Firm in 2018, where she offers legal subscriptions to business owners, a service that provides all-access representation to her clients. Andrea has become the go-to attorney for entrepreneurs wanting to protect everything from their brand names to their courses and blog posts. In 2020, Andrea created the Legalprenuer podcast. In this podcast, Andrea speaks with small business owners about the legal issues they have faced, and she shares legal necessities for small business owners. I love that Andrea's approach is centered around education and empowerment for small business owners, especially digital business owners. I am excited to share Andrea with you in a two-part series on protecting your business legally. We will be covering two fundamental concepts that you need to know as a small business owner to help protect your business, your name, and everything that you do. The first topic we're going to focus on is contracts. * Find Andrea on IG @andreasagerlaw * Check out her website: thelegalpreneur.com/thecontractvault/ * Listen to The Legalpreneur Podcast: https://podcasts.apple.com/us/podcast/the-legalpreneur-podcast/id1503075846 * 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.

Aug 26, 2022 • 14min
How to Maximize Income
If you're not yet looking for a CFO but you want to know what we do and what value we bring, I have an example to run through with you. One aspect of a CFO's responsibility is to take a deep dive into your income to help you maximize it. I am going to walk you through what that process generally looks like and provide some tips you can implement on your own. * 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.

Aug 25, 2022 • 35min
Taking Down the IRS Call Center Scam with Kristofor Healey
Kristofor Healey is an author, podcaster, public speaker, and coach who recently released his first book, Indispensable: A Tactical Plan for the Modern Man. Kris is the owner of several businesses in the personal development, consulting, and leadership space. He is also the host of The Indispensable Man podcast, where he shares tactics, tools, and tips to help men win the day and live their lives with valor. You may recall hearing from Kris in a past episode about avoiding scams and fraud. In that episode, we learned that Kris led the team that took down the international call center network behind the IRS extortion scam, but we were unable to discuss the details because Kris was sharing his story on a podcast called Chameleon: Scam Likely that had not released yet. Now it has been released and Kris is back to dive deeper into the IRS scam, how it went down, and how he was able to locate the folks responsible. * Find Kris on IG @team_healey * Find Kris's book, Indispensable: A Tactical Plan for the Modern Man here: https://www.amazon.com/Indispensable-Tactical-Plan-Modern-Man/dp/B0B6LWCGZV * Listen to The Indispensable Man podcast: https://podcasts.apple.com/podcast/id1617140364?app=podcast&at=1000lHKX&ct=linktree_http&itscg=30200&itsct=lt_p&ls=1&mt=2 * Listen to Chameleon: Scam Likely: https://podcasts.apple.com/us/podcast/chameleon-scam-likely/id1532225667 * 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.

Aug 24, 2022 • 16min
The Biggest Challenges I See at Each Level of Business
No matter where you are in your business journey, there's always something that will challenge you. And anytime you take action to uplevel your business, you're signing up for new challenges. If you are a strong business owner with an entrepreneurial mindset, then your brain will naturally seek out growth and the challenges that come with it. The best thing to do is accept that the challenges will be there and overcome them with poise and professionalism. I am sharing the biggest challenges that I see at different levels of business from all the different types of business owners I work with, to show that you are not alone if you are struggling with these things, so you know what to expect at the next level, and to encourage you to seek support from people who have faced the same struggles as you. * 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

Aug 23, 2022 • 31min
Take Your Online Course from Good to Great with Jasmine Jonte
One of the biggest trends right now in the digital entrepreneurship environment is the push toward online education and knowledge sharing. So I'm really excited to share the perspective of someone I've been working with to build an online course. Jasmine Jonte helps experts create world-class programs with her Done-For-You Course Creation agency. They take care of everything - from the big picture promise down to the last worksheet download. All the experts need to do is show up and shine. Jasmine and her team are on a mission to make learning simple and fun for 1 million students while saving 100+ hours for every course creator they partner with! Coupling her Detroit, MI teaching experience with business savvy and management skills, you'll want her to do the heavy lifting when building or upgrading your online training programs! While working with Jasmine, I've realized that making an online course something that people want to come back to is almost an art and a science. I am excited for you to hear from her on how you can refine your online course, how to know if you should be offering one, how to position and package it, and her best tips to take your course from good to great. * Find Jasmine on IG @jasminejonte * Visit her website: www.jasminejonte.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.

Aug 22, 2022 • 17min
How to Deduct Your Vehicle (Part 2): Business Vehicles and Depreciation
In the last episode, we covered how to deduct your personal vehicle if you're using it for business. So if you have a vehicle under your personal name and you're using it once in a while for business, we gave you a couple of ways to deduct that. Now we're moving into deducting a dedicated business vehicle, meaning it is used more than 50% for business. In this case, you are going to want to consider putting it in your business's name in order to take advantage of depreciation. I'm going to break down this strategy and give you some things to think about when it comes to purchasing a business vehicle. * 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.

Aug 19, 2022 • 15min
How to Deduct Your Vehicle (Part 1): Deducting a Personal Vehicle for Business
If you've been on Instagram lately, you've seen tax professionals and gurus spreading the news about vehicle deductions. This is a great example of a deduction that folks try to take advantage of when it isn't the most beneficial. I'm sharing a two-part series on how to deduct your vehicle the right way. Part one is going to cover a vehicle that you plan to use for business, but it's in your personal name. Part two will cover buying a vehicle in your business's name and all the depreciation tricks that you hear about online. * 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.


