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PODCAST

Keep What You Earn

Shannon Weinstein

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

business entrepreneurship

All Episodes

11:13

Cash Management Strategies

Keep What You Earn ·

2024/06/10

In today's episode, we dive deep into various cash management strategies to help your business grow its wealth. Whether you're curious about different types of bank accounts or wondering how to make your money work harder for you, this episode will offer insights into leveraging your cash, from checking and savings accounts to high-yield savings and brokerage accounts. Stick around for actionable advice on keeping your finances in top shape and optimizing your business's cash flow. What you'll

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11:15

How to Keep High Margins as a Franchisee

Keep What You Earn ·

2024/06/07

In today's episode, we're diving deep into the world of franchising. Whether you're looking to franchise your own business or thinking about purchasing one, there's a lot to unpack. I’ve had numerous chats with franchise business owners and even the founder of Squeeze, Brittany Driscoll, to shed light on both sides of franchising. From the hefty upfront investments and cash flow management challenges to understanding royalty structures and benchmarking against other franchisees, this episode is

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10:44

How Do You Build a Business with an Exit Strategy in...

Keep What You Earn ·

2024/06/06

Today, we're diving into a transformative topic: Building a Business with an Exit Strategy in Mind. Even if selling your business seems like a distant thought, planning for its eventual sale can shape a more robust and self-sustaining enterprise. Join me, Shannon Weinstein, as I discuss the importance of creating sellable processes, establishing recurring revenue streams, and streamlining roles to ensure your business thrives even without you. Whether you're planning your exit strategy or just

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29:50

Creating a Memorable Customer Experience with...

Keep What You Earn ·

2024/06/05

Today we’re continuing our conversion with Brittany, who transitioned from marketing guru to entrepreneur with her innovative massage business, Squeeze, shares invaluable insights on making each customer feel special and valued. We discuss how integrating unique elements like champagne into traditional settings, such as tax offices, could redefine customer interactions. Brittany also dives into the importance of technology in personalizing customer service and how a human-centric approach has been

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23:13

Building a Scalable Franchise Model with Brittany...

Keep What You Earn ·

2024/06/04

Today’s episode is particularly exciting as we're joined by Brittany Driscoll, the co-founder and CEO of Squeeze, an innovative massage franchise changing the way people experience wellness. Brittany will share her journey from her days with Drybar to launching Squeeze right on the cusp of the pandemic. We’ll explore the challenges and victories of building a business during uncertain times and how Squeeze is revolutionizing customer service in the wellness industry through tech-driven, personalized

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09:01

What They Never Tell You About Depreciation

Keep What You Earn ·

2024/06/03

In today's episode, we're diving into one of the less talked about aspects of tax deductions: depreciation, and specifically, depreciation recapture. We'll unravel the intricacies of bonus depreciation and Section 179, and reveal why these strategies might seem like tax eliminators but are often just tax deferrals. Plus, you'll learn how selling your business assets can lead to unexpected tax consequences. Stay tuned for actionable tips on how to navigate these financial nuances and safeguard your

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10:39

How Do I Avoid Payment Processing Fees?

Keep What You Earn ·

2024/05/03

In today's episode, we're diving into a common frustration for business owners: Those pesky payment processing fees from platforms like Stripe, Square, and PayPal. They might seem small, but they sure add up, and many of you have been asking – can we bypass these fees without sacrificing service? We'll tackle why embracing a slight cut in your revenue for a fee can actually enrich your business's maturity and appeal. I'm sharing my take on how these fees are an investment, not just a deduction. So,

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14:16

Should I Hire a Tax Strategist?

Keep What You Earn ·

2024/05/02

In today's episode, we're diving into the realm of tax strategists. I'll be sorting out the hype from the truth and guiding you on whether you genuinely need a tax strategist or if you're simply buying into the marketing noise. We'll talk about the problems that a tax strategist can solve for you, why a close relationship with your CPA might be what you truly need, and how to steer your business towards wealth without letting tax worries slow you down. And for those of you stressed about high tax

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23:12

Making Bookkeeping Simple and Affordable with Tony...

Keep What You Earn ·

2024/05/01

In this special episode, we have the pleasure of chatting with Tony Wilson, a CPA and CMA with a passion for simplifying bookkeeping for freelancers and business owners. We'll dive into the critical role that bookkeeping plays beyond tax preparation and discover how it can be a powerful tool for making informed decisions, optimizing financial health, and avoiding common pitfalls that can sink a growing business. From the real costs and value of hiring a professional bookkeeper to strategies for

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22:20

How to Tell Your Financial Story with Tony Wilson

Keep What You Earn ·

2024/04/30

In this episode, we'll explore why bookkeeping should be approached not as a complex mathematical puzzle but as a narrative of your business's financial journey - with special guest, Tony Wilson. We'll discuss the common mental blocks and misconceptions that hold you back and the importance of tackling your finances monthly, if not quarterly, to craft a financial tale you'll be proud of. Whether you're a seasoned business owner or just starting, Tony's insights will equip you with practical tips and

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13:57

CFO Q&A - Naming Your Business

Keep What You Earn ·

2024/04/29

On today’s episode, Shannon tackles why your name might not be the best choice for your company’s identity. She'll share insights on the potential risks and long-term considerations of business naming—from privacy concerns to future growth and sellability. If you're in the throes of naming your venture or rethinking your existing business name, Shannon has the actionable advice you need. Join us for a mix of practical tips and expert knowledge, all served up in our signature judgment-free style.

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11:49

What Actually Happens If I Commingle Business and...

Keep What You Earn ·

2024/04/26

In today's episode, we're diving into a topic that may make you a tad uncomfortable but hold the key to your business's financial health – separating your business and personal finances. Despite warnings you've heard, I know it's tempting to treat your business account as an emergency wallet. Yet today, I'll unpack why blending cash from both worlds can do more harm than good – from muddled tax reporting to the dreaded scenario of an audit search party knocking on every account you own. By the end

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14:30

Why Should You Separate Your Business Money from...

Keep What You Earn ·

2024/04/25

Today’s episode is all about a fundamental business practice: separating your personal finances from your business accounts. We'll be exploring three powerful reasons why keeping these entities apart is absolutely crucial, touching on better tax organization, avoiding IRS audit complications, and protecting yourself legally by not piercing your LLC's protective veil. So, if you want your business to thrive and your financial future to be secure, this is the advice you've been waiting for. Let's jump

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06:51

CFO Q&A: Should You Pay Off Loans with Extra Cash?

Keep What You Earn ·

2024/04/24

In this episode of Keep What You Earn, Shannon addresses a common question from a member of CFO on Demand: Should extra cash be used to pay off a small loan with 1% interest or placed in a high-yield savings account generating 3.5% interest? Shannon's insightful response delves into the logical and financial considerations behind this decision, challenging the traditional notion of debt as inherently negative. Her practical advice encourages entrepreneurs to carefully evaluate where their money can

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36:52

Turn Your Business Into a Cash Flow Machine with Adam...

Keep What You Earn ·

2024/04/23

In today’s episode, we have Adam Lean joining us from the CFO Project, a pro at steering businesses toward peak cash flow and profit. Adam reveals the six pivotal drivers of cash flow and why mastering them is crucial for your company's health. Say goodbye to just 'owning a job' and hello to a thriving, profitable enterprise. We'll explore Adam's expertise in elevating businesses beyond the day-to-day, giving you the tools and insights needed to really keep what you earn. Adam Lean is a former

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14:25

Do You Need Business Surgery or Business Vitamins?

Keep What You Earn ·

2024/04/22

Today, we're diving deep into why waiting for a crisis to solve business problems is all too common, and how proactive, preventative measures can save you from financial pain later on. We’ll discuss the importance of good financial practices from the get-go, the analogy of business vitamins versus surgery, and when it might be time to seek professional help to get back on track. Get ready to confront whether it's time to operate or to supplement as we embark on this episode, which promises to

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15:09

What a Balance Sheet Actually Tells You

Keep What You Earn ·

2024/04/19

In today’s episode, we decode the balance sheet's mysteries and show you how this tool can guide your business decisions. You'll learn to check solvency, properly understand your assets, and ensure you're not just filling holes with bank loans. By the end, you'll have the confidence to use this info to your advantage. What you'll hear in this episode: 03:09 Balance sheet reveals financial health in snapshot. 08:25 Pay attention to credit card, loan balances, inventory, receivables. 09:42 Are we

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13:21

Breaking Down CFO On Demand

Keep What You Earn ·

2024/04/18

In this episode, Shannon breaks down the common challenges that entrepreneurs face when seeking financial help as their businesses grow. She addresses the issues of financial support being seen as a luxury, the high cost of hiring financial professionals, and the lack of engagement in community forums due to the shame around asking money-related questions. Shannon introduces "CFO on Demand," a membership program designed to provide accessible and personalized financial support to business owners

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13:42

How to Read Your Tax Return

Keep What You Earn ·

2024/04/15

In this episode of Keep What You Earn, Shannon delves into the topic of how to read your tax return. She emphasizes the importance of understanding and taking responsibility for your tax return before signing off on it. Shannon breaks down the key components of the tax return, simplifying the process and empowering listeners with the knowledge they need to comprehend their financial story. By guiding listeners through the two-page tax return and encouraging them to ask questions if something doesn't

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12:21

What to Do if You're Behind on Doing Your Taxes

Keep What You Earn ·

2024/04/12

In this episode, Shannon discusses what to do if you're behind on doing your taxes. As the tax deadline approaches, Shannon provides a detailed blueprint for handling the situation, covering various scenarios and offering valuable advice for business owners. She emphasizes the importance of taking ownership of the communication with your accountant, filing the necessary extensions, and paying any taxes owed. Additionally, she encourages showing gratitude and empathy towards tax professionals who are

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