Keep What You Earn

Shannon Weinstein
  • 5.0 (192)
  • ENTREPRENEURSHIP
  • UPDATED DAILY
Keep What You Earn

Keep What You Earn is a podcast for entrepreneurs of all levels to use their financial information as a source of inspiration rather than intimidation. Your host, Shannon Weinstein, is a CFO, CPA and business mentor with a knack for simplifying the complex concepts of money into everyday examples and analogies you can actually understand. Join Shannon and her guests as we unlock new growth strategies, tax tips and mindset shifts so you can scale your business with confidence. [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.]

  1. 2D AGO

    Do This Before Offering a Discount

    In this episode, we're discussing creative strategies for offering discounts without hurting your bottom line. I'll share insights on how to effectively scale your business, save money in taxes, and create a wealth-growing enterprise. While offering discounts is a common approach to driving sales and accommodating price-sensitive customers, there are smarter ways to do it that ensure you still capture full value.   Learn how to make discounts contingent on referrals or specific actions taken by the buyer, and understand the significance of knowing your margins. Discover the importance of valuing yourself and your offer by extracting non-financial value in exchange for discounts, ensuring that you don't devalue your services. This episode is packed with actionable advice on pricing strategies, customer acquisition costs, and building a supportive network. Get ready to transform how you approach discounts and grow your business profitably. Tune in and start the show!   What you'll hear in this episode: [0:50] The Pitfalls of Offering Discounts [1:50] Creative Ways to Offer Discounts [2:20] Understanding Your Margins [3:00] Leveraging Customer Referrals [5:20] Incentivizing Repeat Business [7:15] Valuing Your Offer [7:45] Networking and Referrals   If you like this episode, check out: Differentiating Between Margin and Markup Lowering Your Price to Sell More? Acquire Cheaper and Better Customers (Financial Priority Formula Part 3)   Want to learn more so you can earn more?  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.

    9 min

  2. 4D AGO

    The Key to Building Authentic Relationships and Network with Cassandra Thompson

    Today, I'm thrilled to welcome back Cass Thompson, a former career coach and expert in all things networking. Cass believes that while our opportunities to connect are endless thanks to social media and digital tools, those connections require genuine effort to transform into meaningful relationships. That's why she founded The One Hello Society, a community designed to foster accountability in follow-ups, which are crucial for business success.   In this episode, we dive deep into building authentic relationships, effective networking strategies for 2025 and beyond, and the importance of prioritizing personal interactions over productivity. Whether you're giving, taking, or simply staying in touch, you'll learn how to harness these connections for maximum impact. Plus, hear about Cass's unique approach to networking without the 'ick' factor and her insights into why everything stems from caring for people rather than just giving value. Tune in for an engaging and insightful conversation that will transform your perspective on networking and relationship building.   What You'll hear in this episode: [0:50] Guest Introduction: Cass Thompson [1:35] Networking in the Digital Age [2:25] Building Authentic Relationships [4:25] The Importance of Staying in Touch [5:50] Personalizing Networking Efforts [8:15] Creating Opportunities Through Casual Interactions [18:50] Effective LinkedIn Strategies [24:35] Balancing Automation and Personalization [31:15] The ROI of Personalization [32:15] Effective Follow-Up Strategies [34:25] Time-Bound Networking Tactics [38:00] Building Authentic Relationships [41:15] The Power of Listening and Helping [44:10] Consistency and Accountability [50:35] Leveraging Existing Networks [57:55] Introducing One Hello Society   If you like this episode, check out: How to Use LinkedIn Strategically in Your Business with Cassandra Thompson Proven Methods for Organic Content with Peter Vander Wall How Getting in the Right Rooms Gets You the Biggest Advantage with Veena Jetti   Connect with Cassandra: Learn More About One Hello Society https://www.cassthompson.com/onehellosociety Connect with Cassandra on LinkedIn www.linkedin.com/in/cassthompson Connect with Cassandra on IG www.instagram.com/cassthompsonconsulting   Want to learn more so you can earn more?  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.

    1h 3m

  3. 6D AGO

    My Advice on Communicating with Investors

    In this episode, I'm diving into the nuances of investor relations, especially for those who've never raised capital before. We'll explore the essentials of forming a corporation, crafting investor agreements, and, crucially, how to communicate effectively with your investors.   I'll share actionable tips on maintaining strong investor relationships, the importance of setting realistic expectations, and the downsides of over-sharing financial details. Learn how to keep your investors informed, secure, and confident in their investment without overwhelming yourself or your CFO. Tune in for a comprehensive guide to making the financial side of your business more enjoyable and sustainable.   What You'll hear in this episode: [0:50] Understanding Investor Relations [1:35] Crafting Investor Agreements [2:30] Effective Communication Strategies [3:45] Managing Financial Expectations [6:35] Optimizing Investor Updates [8:55] Balancing Optimism and Realism   If you like this episode, check out: Investing in Businesses - What You Need to Know Best Ways to Negotiate Business Deals Do You Need a CFO in Your Business?   Want to learn more so you can earn more?  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.

    12 min

  4. MAR 21

    Are You Ready For a CFO in Your Business?

    In this episode, I'm breaking down the considerations you need to evaluate before hiring a CFO for your business. From understanding the differences between a CPA, bookkeeper, and CFO services, to knowing the signs that indicate you're ready for a CFO, this episode covers it all.   I'll share insights on how a CFO can help you make data-driven decisions, challenge you to think differently, and ultimately drive your business to greater financial success. Whether you're unsettled with your current financial guidance or craving strategic input, tune in to see if it's the right time for you to bring a CFO on board.   What You'll hear in this episode: [0:50] Understanding the Role of a CFO [2:05] Signs You're Ready for a CFO [3:20] The Value of a CFO's Perspective [7:40] Making Conscious Financial Decisions [9:05] The Benefits of Hiring a CFO [10:40] Exploring CFO Services   If you like this episode, check out: How You Know You Need a CFO Do You Need a CFO in Your Business? How to Know if a CFO Power Session is for You   Want to learn more so you can earn more?  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.

    12 min

  5. MAR 19

    Judgment Free Taxes with The Only Consultant, Katherine Studley

    In this episode, I had the pleasure of welcoming back Katherine Studley, the founder of The Only Consultant and Prisma Tax Group. Katherine specializes in providing judgment-free tax preparation and bookkeeping services for OnlyFans models, strippers, and exotic dancers. She shares her journey, the unique challenges her clients face, and how her firm offers a safe space for individuals in the spicy industry to handle their financial needs without fear of discrimination or harassment.   We dive into the nuances of tax preparation for these professions, the importance of empathy and customer service, and the proactive steps her firm takes to ensure clients feel supported and understood. Whether you're in the spicy industry or simply interested in learning about a unique niche in tax services, Katherine's insights offer valuable lessons on trust, empathy, and specialized financial care   What You'll hear in this episode: [0:50] Meet Katherine Studley: Tax Accountant for the Spicy Industry [2:45] Challenges Faced by Clients in the Spicy Industry [5:20] The Importance of Empathy in Tax Services [10:00] Customer Service in Accounting [17:10] Managing Client Expectations and Workload [20:30] Handling Tax Extensions and Payments [23:15] Understanding the IRS: A Macro Perspective [24:40] Dealing with IRS Notices: Don't Panic! [28:50] Unique Tax Challenges for Exotic Dancers and Sex Workers [30:35] Building Trust and Navigating Banking Issues [32:15] The Importance of Personal Touch in Client Communication [36:05] Balancing Automation and Personalization   If you like this episode, check out: Mastering Your Messaging with Meghan Clor Discover Your Value by Serving More with John Ray Dildos are Deductions Too with Katherine Studley   Learn more about Katherine's services: https://www.theonlyconsultant.com/ https://www.prismatax.com/ Connect with Katherine on TikTok Kat the_only_consultant Connect with Katherine on LinkedIn https://www.linkedin.com/in/katherine-studley Connect with Katherine on IG kstudley_   Want to learn more so you can earn more?  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.

    45 min

  6. MAR 17

    Seismic Shifts in My Mindset and Business

    In this episode, we explore the significant moments of clarity and paradigm shifts in business, focusing on how to align your client base and operations for optimal growth. I'll share personal experiences and reflections on realizing the need for change, receiving invaluable client feedback, and the importance of intentional client selection.   We'll discuss the process of honing in on what makes your business different, the power of positive affirmation, and the critical role of alignment between your values and your clients'. Whether you're just starting out or looking to scale, you'll gain insights into building a sustainable and profitable business by prioritizing clarity and intentionality in your client relationships. Join me as we uncover strategies to help your business thrive and create a lasting impact.   What You'll hear in this episode: [0:50] Embracing Seismic Shifts in Business [1:35] Client Feedback and Its Impact [3:15] Prioritizing Client Alignment [4:05] Intentional Client Selection [5:05] Gaining Clarity Through Contrast [6:25] Navigating Client Relationships [10:55]  Shifting Mindsets and Growing with Confidence   If you like this episode, check out: What Drives You Beyond the Numbers? Boosting Business with Better Client Care Creating Clients for Life with Racheal Cook   Want to learn more so you can earn more?  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.

    14 min

  7. MAR 14

    Should the Same Accountant Do My Business and Personal Taxes

    Drawing from a recent client experience, I'll highlight key factors to consider, such as state-specific tax nuances and the importance of specialized knowledge in areas like real estate. I’ll also share my honest approach to when outsourcing or hiring a different accountant is the best move for optimizing your tax strategy.   If you're ready to gain insights that could significantly impact your financial planning and tax efficiency, this episode is for you. Remember, the information provided is for educational purposes and not individual tax advice. Tune in to learn more about making informed choices that serve your best interests.   What You'll hear in this episode: [2:35] Factors to Consider for Personal Tax Returns [3:10] State-Specific Tax Considerations [4:30] Importance of Specialized Knowledge in Tax Strategy [5:20] Honesty About Expertise and Client Recommendations [6:20] Choosing the Right Accountant for Your Needs   If you like this episode, check out: What Actually Happens If I Commingle Business and Personal Finances? Why Should You Separate Your Business Money from Personal Finances? 3 Reasons to Separate Your Business Money from Personal   Want to learn more so you can earn more?  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.

    11 min

  8. MAR 12

    An 8-Figure Business Almost Missed Payroll - Here's How

    In this episode, I dive into a real-life cautionary tale about an eight-figure business that unexpectedly faced payroll issues despite being highly profitable. I share insights on the critical difference between profit and cash flow, and highlight how blind spots in cash flow management can create significant challenges for even the most successful businesses. Through this client's experience, we explore the importance of weekly cash flow forecasting, the necessity of strict collections processes, and how to ensure you maintain your financial commitments.   Learn how to optimize your cash flow and prevent severe financial pitfalls in your own business by adopting effective strategies for managing invoicing, collections, and payroll schedules. Tune in to uncover practical tips and transformative insights that will help you create a business that not only scales but sustains its financial health.   What You'll hear in this episode: [00:50] Profit vs Cashflow: A Real Client Story [02:20] The Importance of Cashflow Forecasting [05:15] Improving Collections and Cashflow Management [07:25] The Importance of Having Protocols in Place to Manage Cash Flow Even When Clients Do Not Pay on Time   If you like this episode, check out: Are You Sabotaging Your Own Cash Flow? Start with This Financial Metric (Financial Priority Formula Part 1) Cash Management Strategies   Want to learn more so you can earn more?  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.

    9 min
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5
out of 5
192 Ratings

About

Keep What You Earn is a podcast for entrepreneurs of all levels to use their financial information as a source of inspiration rather than intimidation. Your host, Shannon Weinstein, is a CFO, CPA and business mentor with a knack for simplifying the complex concepts of money into everyday examples and analogies you can actually understand. Join Shannon and her guests as we unlock new growth strategies, tax tips and mindset shifts so you can scale your business with confidence. [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.]

Information

  • Creator
    Shannon Weinstein
  • Years Active
    2021 - 2025
  • Episodes
    759
  • Rating
    Explicit
  • Copyright
    © 2021 All rights reserved Fitnancial Solutions.
  • Show Website
    Keep What You Earn

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