Shannon Weinstein
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...
Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: www.keepwhatyouearn.com
Autor
Shannon Weinstein
Kategoria
Strona podcastu
Ostatni odcinek
29 wrz 2026
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Odcinki
Mastering Facebook Ads and Paid Content with Peter Vander Wall 20.03.2024 23:34
Today, Shannon continues her discussion with guest Peter Vander Wall about the intricacies of paid content, specifically focusing on Facebook ads. Shannon and Peter delve into the different strategies for using paid content to the advantage of professional service firms and provide valuable insights into creating paid content that converts. They explore the nuances of direct response funnels and s...
Proven Methods for Organic Content with Peter Vander Wall 19.03.2024 28:00
In this episode, we dive into the world of organic content and how to make it work for your professional services firm. Our guest, Peter Vander Wall, a marketing consultant specializing in helping professional service firms scale their client acquisitions, shares insights on creating relatable and valuable content. From agitating the pain of your ideal audience to the power of storytelling, Peter...
What's the Best Way to Pour Money Into Your Business? 18.03.2024 6:55
In this episode of Keep What You Earn, Shannon tackles an important question for business owners: how to put more money into your business. She breaks down two key ways to inject capital into your business, highlighting the importance of understanding the accounting implications to avoid unnecessary taxes. Shannon provides valuable insights on the strategies to pour money into your business while...
Building a Business with Exit Strategy in Mind 15.03.2024 11:08
In this episode of Keep What You Earn, Shannon discusses the importance of building a business with an exit strategy in mind, even if selling the business is not in your immediate plans. She emphasizes the need to create a business that is sellable and appeals to potential buyers, and shares her own insights on how she is working to make her own business more attractive. Shannon delves into the co...
Introducing Money to Kids: Where Do You Start? 14.03.2024 16:45
In this episode, discover how to empower your children with valuable money lessons, even if you're not a financial expert yourself. By actively involving them in financial decisions and experiences, you can lay the foundation for a healthier relationship with money and help shape their positive financial narratives. Tune in to learn practical strategies for initiating this journey with your kids....
What to Look for in a Bookkeeper with Misa Bacon 13.03.2024 25:58
In this episode, Shannon continues the conversation with bookkeeping expert Misa Bacon. They dive into what to expect from a bookkeeper, how to vet the right professional for your business, and the importance of communication and personalization in the bookkeeping relationship. Misa shares valuable insights on the different types of bookkeepers, the costs involved, and how small business owners ca...
Simple Ways to Track Your Books with Misa Bacon 12.03.2024 20:08
In this episode, Shannon welcomes Misa Bacon, founder of Perfectly Kept Books, to discuss the misunderstood world of bookkeeping. Misa shares her passion for helping women entrepreneurs and creatives understand their finances and turn their data into decisions. The episode highlights the importance of customizing bookkeeping to gain valuable insights and addresses the common misconceptions surroun...
Are Quarterly Taxes Necessary For You? 11.03.2024 14:58
On this episode of Keep What You Earn, Shannon gets into the topic of quarterly estimated taxes. Advocating for a nontraditional approach, she emphasizes the importance of good bookkeeping and understanding how to save money for taxes. Through real-life examples and practical advice, Shannon challenges the conventional wisdom around paying quarterly estimates and urges entrepreneurs to take contro...
Is Hiring Your Family the Right Thing to Do? 08.03.2024 17:25
In this episode of Keep What You Earn, Shannon gets into a topic that many entrepreneurs grapple with: the decision of whether to hire family members in their business. She discusses the potential benefits and drawbacks of this choice, offering insights into the unique dynamics and considerations involved. From the inherent sense of loyalty and tax advantages to the challenges of maintaining bound...
Mastering Recruitment: Marketing Strategies with Shannon 07.03.2024 16:23
In this episode of Keep What You Earn, Shannon shares her insights on mastering recruitment and marketing strategies. She discusses the value of being intentional in job descriptions and how it can enhance the hiring process. Shannon sheds light on the success she has had in attracting quality candidates and emphasizes the importance of understanding and demonstrating company values in job descrip...
What We Left Behind in Corporate Career Life with Amanda Adams 06.03.2024 22:35
In this episode of Keep What You Earn, Shannon continues her conversation with guest Amanda Adams about their experiences in corporate careers and how they have shaped their approach to building their own practices as self-employed accountants. They discuss the importance of setting boundaries, work-life balance, and prioritizing the type of work and clients they choose to engage with. They also s...
Challenges of Succeeding in Corporate and Accounting with Amanda Adams 05.03.2024 36:06
Today we're joined by Amanda Adams, a fellow CPA and business owner who's here to share her journey and the trials we face in the corporate accounting world. Amanda sheds light on the demanding work culture in big accounting firms and we dive into our shared experiences as women navigating this space while juggling family life. Together, we tackle the uncomfortable but critical conversations abo...
The Power of Diverse Mastermind Groups for Comprehensive Growth 04.03.2024 16:54
In this episode of "Keep What You Earn," Shannon delves into the concept of mastermind groups and their potential impact on business growth. She breaks down three types of masterminds entrepreneurs should consider and provides valuable insights on how to approach each one for maximum return on investment. Shannon emphasizes the importance of building meaningful connections within these groups and...
Exploring Alternatives to Capital Fundraising for Your Business 01.03.2024 11:14
On this episode of Keep What You Earn, Shannon addresses the common struggle of business owners facing cash flow crunches. Rather than immediately turning to capital fundraising, she offers creative alternatives to inject cash into a business. Shannon's insight sheds light on the potential risks and commitments involved in taking on investors, encouraging entrepreneurs to consider temporary soluti...
Creating an Outstanding Customer Service Experience 29.02.2024 19:50
Today, Shannon delves into the essential strategies for creating an outstanding customer service experience. She emphasizes the importance of balancing processes and efficiencies with the personal touch and customization that customers appreciate. By sharing practical tips and examples, she challenges the notion that exceptional customer service is unattainable without sacrificing scalability. Thr...
How to Implement Chat Funnels for Instagram with Natasha Willis 28.02.2024 26:19
In this episode of Keep What You Earn, host Shannon Weinstein continues her fascinating conversation with Natasha Willis, co-founder of School of Bots. Natasha has already provided valuable insights into leveraging chat funnels to grow social media following, qualify leads, and build an email list. In part two, they delve deeper into the implementation of chat funnels, discussing specific use case...
Why to Use Chat Funnels in Your Social Strategy with Natasha Willis 27.02.2024 25:57
In this episode of "Keep What You Earn," we delve into the fascinating world of chat funnels with Natasha Willis, the co-founder and COO of School of Bots. Shannon and Natasha explore the evolution and practical applications of chat funnels, a powerful tool in social media strategy. They discuss how automation can enhance engagement while maintaining authenticity and trust. Natasha shares insights...
Blue Oceans are All Around Us 26.02.2024 12:05
Shannon explores the concept of blue ocean strategy as she shares her experience of living in Costa Rica and the unique business opportunities she has observed. She discusses the untapped market potential and how businesses are thriving by offering products and services that are not commonly available in the area. Shannon encourages entrepreneurs to consider expanding beyond their immediate market...
Best Practices to Collect Cash from Customers Faster 23.02.2024 14:54
In this episode of "Keep What You Earn," Shannon discusses the often overlooked aspect of business - collecting cash from customers. She shares the importance of distinguishing between sales contracted and cash collected, offering valuable insights into accelerating cash collection and setting clear policies for overdue payments. Shannon emphasizes the role of accountability in managing cash flow...
Tax Implications of Digital Product Sales 22.02.2024 14:26
Shannon delves into the complex world of tax implications for digital product sales. As online businesses have flourished, offering digital products has become increasingly popular. Shannon breaks down the sales tax considerations for digital products and the various factors that play into whether they are subject to tax in different states. Listeners will learn about the intricacies of state sale...
Managing $1B in Multifamily Transactions, Motherhood and Building an Unshakeable Mindset with Veena Jetti 21.02.2024 24:53
In this special episode of Keep What You Earn, we continue our conversation with Veena Jetti, a powerhouse in multifamily real estate transactions, and a dedicated mom. Veena shares her journey as a successful professional and a devoted mother of twins, providing valuable insights on managing multiple roles and the importance of seeking help without feeling guilty. She also reveals the pride she t...
How Getting in the Right Rooms Gets You the Biggest Advantage with Veena Jetti 20.02.2024 25:11
In this episode of Keep What You Earn, Shannon chats with Veena Jetti, a successful multifamily real estate investor and founding partner of Vive Funds. Veena shares her journey in the real estate space, discussing the impact of getting in the right rooms and leveraging communities and mentorships. She provides valuable insights into the multifamily market, including the significance of value add...
Why Is It Hard to Find a Good Tax Pro? 19.02.2024 18:54
Today Shannon delves into the challenges of finding the right tax professional for your business. With a focus on the common pitfalls of working with tax pros and the difficulties in communication and expectations, Shannon provides valuable insights and actionable tips for entrepreneurs seeking the right support for their financial needs. Join Shannon as she breaks down the complexities of the acc...
Never Let Your Scarcity Show 16.02.2024 13:33
Today, Shannon shares a personal experience of facing tough financial times as an entrepreneur and the importance of maintaining an abundance mindset even in the midst of scarcity. Through a candid and insightful narrative, she delves into the implications of showing desperation in business, providing valuable lessons and strategies for navigating challenging times while upholding a position of au...
Pricing Blunders That Could Cost You Thousands 15.02.2024 15:39
Articulating your offerings precisely can transform the trajectory of your business. It serves a dual purpose: it enlightens your existing customers about the extent of your services, including what falls outside your scope, and it acts as a magnet for potential new clients. When consumers are contemplating a purchase, their priority is to have a comprehensive understanding of what their investmen...
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