518 episodes

Keep What You Earn is a podcast for entrepreneurs of all levels to start using 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 mundane and 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 Fitnancial Solutions, LLC.]

Keep What You Earn Shannon Weinstein

    • Business
    • 5.0 • 170 Ratings

Keep What You Earn is a podcast for entrepreneurs of all levels to start using 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 mundane and 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 Fitnancial Solutions, LLC.]

    Proven Methods for Organic Content with Peter Vander Wall

    Proven Methods for Organic Content with Peter Vander Wall

    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 provides proven methods to connect with your audience and deliver content that resonates. If you've ever struggled with fear around sharing sensitive data or navigating regulatory concerns, then this episode is a must-listen. Plus, we'll explore practical tips for generating organic content and overcoming mindset blocks. So, get ready to learn and take your organic content strategy to the next level.
    Peter is a marketing consultant specializing in helping professional service firms scale their client acquisition. He started out as a content creator for a real estate CPA firm, helping them add multiple 7 figures of revenue over 2 years. Now he’s taken the lessons learned along the way and helps other professional service firms do the same.
    Instagram: https://instagram.com/petervndr?igshid=MmVlMjlkMTBhMg%3D%3D&utm_source=qr
    YouTube: https://youtube.com/@petervndr?si=ixIeNBBxbYUkz8BG
    What you'll hear in this episode:
    04:04 Business owners often doubt their content's impact.
    06:46 Identify the problem, present an attractive solution.
    09:59 Pure education content evolves into attention-grabbing format.
    13:51 CPAs should be relatable, knowledge is assumed.
    18:57 Enhancing storytelling, collaboration and audience expansion strategies.
    21:21 Best at Q and A, brainstorming challenges.
    24:16 Regulations, disclaimers, and value in advice.
     
    If you like this episode, check out:
    Pricing Blunders That Could Cost You Thousands
    How to Build Trust with Your Customers
    Why Just Bumping Up Prices Doesn't Cut It
     
    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.
     

    • 28 min
    What's the Best Way to Pour Money Into Your Business?

    What's the Best Way to Pour Money Into Your Business?

    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 keeping the process stress-free. Tune in to gain practical advice and empower your business with financial knowledge.
     
    What you'll hear in this episode:
    04:25 Transfer money between business and personal tax-free.
     
    If you like this episode, check out:
    3 Things You Need to Know Before Buying a Business
    How to Introduce Your Kids to Money
     
    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.
     

    • 6 min
    Building a Business with Exit Strategy in Mind

    Building a Business with Exit Strategy in Mind

    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 concept of creating processes and systems that can be sold or licensed, without compromising the relationships with existing clients. She also offers valuable resources for new business owners to set up and manage their businesses successfully. Tune in to gain practical tips on building a sellable business and setting it up for future success.
     
    What you'll hear in this episode:
    06:27 Licensing or selling recipes and processes for profit.
    08:16 Consistent small actions lead to future success.
     
    If you like this episode, check out:
    The Best Places to Look to Find Cost Savings
    Supercharge Your Income Goals for Real Results
    Don't Confuse Productivity with Profitability
     
    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.
     

    • 11 min
    Introducing Money to Kids: Where Do You Start?

    Introducing Money to Kids: Where Do You Start?

    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 you'll hear in this episode:
    [2:34] Exploring ways to engage your child in the purchasing journey
    [7:11] Educating on the essence and significance of budgeting
    [10:40] Emphasizing the value of wise borrowing practices
    [12:40] Promoting open discussions about money matters with your children
     
    If you like this episode, check out:
    3 Things You Need to Know Before Buying a Business
    How to Pour Money Into Your Business
    Leaving Your Business as a Legacy with Guillermo Salazar
     
    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.
     

    • 16 min
    What to Look for in a Bookkeeper with Misa Bacon

    What to Look for in a Bookkeeper with Misa Bacon

    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 can take control of their bookkeeping journey. If you're looking to streamline your financial processes and set your business up for success, then you won't want to miss this engaging and informative discussion. Tune in to learn more about the essential role of bookkeeping in your business and how to make the most of this crucial aspect of financial management.
     
    Misa Bacon is the Founder and CEO of Perfectly Kept Books and your go-to bookkeeping and QuickBooks Pro. She empowers women entrepreneurs to conquer their financial anxieties. Recognizing that bookkeeping can be daunting, she creates a calming, fun experience that feels like chatting with a supportive friend. Her Texas warmth shines through, making complex financial discussions approachable and stress-free. Driven by a desire to raise her creative daughter in a world of empowered women, Misa champions women-owned businesses, providing empowering bookkeeping services and building strong financial foundations for their success. 
     
    Bookkeeping checklist download: https://perfectlykeptbooks.com/resources
    Website: https://perfectlykeptbooks.com/
    Socials: @perfectlykeptbooks
     
    What you'll hear in this episode:
    06:33 Bookkeepers are crucial business partners; liking them matters.
    09:15 Hire professionals with human interaction and expertise.
    11:01 Open communication essential for business and bookkeeping.
    14:22 Consider personal vs corporate bookkeeping services when choosing.
    18:35 Success comes at a price, no discounts.
    21:20 Start using accounting software early for success.
     
    If you like this episode, check out:
    Do You Really Need a Business Plan?
    Want to Leave Your Corporate Job? It's Easier Than You Think
    3 Reasons to Separate Your Business Money from Personal
     
    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.
     

    • 25 min
    Simple Ways to Track Your Books with Misa Bacon

    Simple Ways to Track Your Books with Misa Bacon

    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 surrounding bookkeeping. Join us as we delve into the practical and approachable side of bookkeeping that can transform your business.
     
    Misa Bacon is the Founder and CEO of Perfectly Kept Books and your go-to bookkeeping and QuickBooks Pro. She empowers women entrepreneurs to conquer their financial anxieties. Recognizing that bookkeeping can be daunting, she creates a calming, fun experience that feels like chatting with a supportive friend. Her Texas warmth shines through, making complex financial discussions approachable and stress-free. Driven by a desire to raise her creative daughter in a world of empowered women, Misa champions women-owned businesses, providing empowering bookkeeping services and building strong financial foundations for their success. 
     
    Bookkeeping checklist download: https://perfectlykeptbooks.com/resources
    Website: https://perfectlykeptbooks.com/
    Socials: @perfectlykeptbooks
     
    What you'll hear in this episode:
    03:45 Misa supports women in bookkeeping and business.
    09:12 Customizing book categories to fit specific businesses.
    12:57 Overview: Report insights simplify financial data analysis.
    15:29 Software provides historical data for empowering insights.
    19:07 Stage intervention, LLC may miss tax savings.
     
    If you like this episode, check out:
    How to Break Free from the Corporate 9 to 5
    3 Reasons to Separate Your Business Money from Personal
    Do You Really Need a Business Plan?
     
    Want to learn more so you can earn more?
    See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator
    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.
     

    • 20 min

Customer Reviews

5.0 out of 5
170 Ratings

170 Ratings

MBacon3 ,

Making numbers and money more approachable

I met Shannon through Instagram years ago as I was starting to build my business. I love her approach to the numbers side of things that is often stressful and overwhelming for many business owners. Learning from her has been instrumental in making me a better bookkeeper and bridge for both tax professionals and business owners.

A much needed Conversation! ,

Appreciate the out of the box thinking you offer

I particularly loved the Blue Oceans episode lately. What great analogies to get us to think outside the box, open ourselves to the boundless opportunities around us in the world. Being someone who lived in several countries as well, I could relate personally to the analogies and the business owner in me related to the connections you made here to get us thinking differently for our success. Well done!

Shana | myidealbalance.com ,

Straightforward, Fun & Clear

"Keep What You Earn" with Shannon Weinstein is like having a chat with your savvy friend who just gets it. Shannon's down-to-earth vibe and clear explanations make tackling tricky money stuff feel totally doable, no matter where you are on your entrepreneurial journey. With each episode packed full of practical tips and real-talk insights, you'll walk away feeling empowered to take charge of your finances and grow your business like a pro. Shannon's got the chops as a CPA, coach, and business mentor, and she's here to help you navigate the money side of things with confidence. So grab your coffee and tune in – you're in for a game-changing convo!

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