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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

36:14

Building Wealth Without Wall Street with Joey Mure

Keep What You Earn ·

2025/10/13

Shannon is joined by Joey Mure, founder of Wealth Without Wall Street. Joey shares his journey of creating financial freedom by focusing on passive income and debunking the traditional notion of trading time for money. The discussion dives into sustainable and customized wealth-building strategies that are not about quick fixes but about understanding and implementing a logical process. Joey emphasizes the importance of becoming an educated investor, leveraging unique methods like the infinite

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37:47

Why Gut-Based Marketing Doesn't Work with Ricky Shockley

Keep What You Earn ·

2025/10/01

Shannon is joined by Ricky Shockley, owner of Med Spa Magic Marketing and a digital marketing professional with over a decade of experience. Ricky shares valuable insights on the importance of using data-driven strategies over gut-based marketing, the challenges of local vs. national marketing, and the critical metrics every business owner should track. The discussion covers the significance of understanding customer acquisition costs, the role of organic content marketing, and the benefits of

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44:30

The Ultimate 5-Step Financial Framework for Medspa...

Keep What You Earn ·

2025/09/17

Shannon discusses the importance of understanding key financial metrics, such as offer profit and operating profit, and their impact on overall business health. She introduces her five-step 'Profitable Scaling Playbook' and shares practical tips for managing cash flow and optimizing customer value. Whether you're a small business owner or running a larger enterprise, this episode provides actionable advice to ensure you're not only earning well but keeping it too. Tune in to transform your

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11:10

Get Away from the Decimal Point

Keep What You Earn ·

2025/09/15

Shannon addresses common misconceptions about financial management, emphasizing the importance of focusing on macro-level decisions rather than micro-level cost-cutting. Shannon advocates for prioritizing impactful activities that drive significant business growth and encourages entrepreneurs to delegate tasks to maintain a CEO mindset. Tune in to learn how to allocate your time and resources effectively, build sustainable profits, and drive your business toward lasting success. What you'll hear

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14:23

Your Finance Hire - Dos and Don'ts

Keep What You Earn ·

2025/08/25

Today, we will address a critical pain point for businesses hitting the $5 million revenue mark: knowing when to bring your finance function in-house. Shannon discusses the drawbacks of relying solely on outsourced bookkeepers and CPAs and delves into the benefits of hiring a fractional CFO. From understanding how to lead a finance team effectively to knowing the technical skills required, this episode offers invaluable insights for business owners who want to retain more profits while minimizing

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16:15

Meet KWYE's Newest CFO, Erica

Keep What You Earn ·

2025/08/18

Join Shannon, as she introduces the newest team member, Erica Barrow, to 'Keep What You Earn Co'. With a unique background in forensic accounting and military experience, Erica brings a fresh perspective to boosting client success. Discover their collaborative approach to solving financial puzzles and empowering business owners to make smarter decisions. Tune in for insights on how this dynamic team navigates challenges, offers critical advice, and continues to evolve for the benefit of their

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13:17

How to Create Enterprise Value for Your Business

Keep What You Earn ·

2025/07/30

In this episode, Shannon breaks down the essential steps to building enterprise value in your business. Whether you’re planning to scale, sell, or simply want to create a more resilient and valuable company, Shannon shares practical strategies and mindset shifts to help you get there. Tune in to focus on intentional budgeting and aligning expenses with your growth goals. What you'll hear in this episode: [1:40] The Power of SOPs, Processes, and Documentation [3:35] Managing Risk: Tax, Legal, and

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07:24

Why Enterprise Value is the Goal

Keep What You Earn ·

2025/07/28

In this episode we will dive into the final phase of the Profitable Scaling Playbook: building enterprise value. Shannon breaks down what enterprise value means and why it's crucial for scaling and ultimately selling your business. She emphasizes the importance of risk mitigation, the need for replicable and transferable operations, and how to avoid over-reliance on the owner. Tune in to learn actionable steps to maximize your business's value, from maintaining positive cash flow to reducing keyman

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08:46

Don't Miss Out on Customer Value Metrics When Scaling

Keep What You Earn ·

2025/07/23

Today, Shannon discusses how entrepreneurs and business owners can maximize their customer value by understanding and managing two crucial metrics: Customer Acquisition Cost (CAC) and Lifetime Value (LTV). Shannon breaks down how to calculate these metrics accurately and highlights the importance of maintaining a healthy ratio between them. She provides actionable insights into how to reduce CAC and increase LTV, using practical examples from various industries. Tune in to learn how these

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10:35

Understanding What is Breaking Your Cash Flow

Keep What You Earn ·

2025/07/18

In this episode Shannon takes a deep dive into the crucial distinction between profit and cash flow. Learn why cash flow is an essential tool for managing your money effectively and how to measure it accurately. Shannon breaks down how cash flow incorporates various elements beyond operational profit, including investments, debt financing, and asset purchases, providing a comprehensive understanding of why your bank account might not reflect your business's profitability. Tune in to discover

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09:23

Core Offer Profit Part 1: The Profitable Scaling...

Keep What You Earn ·

2025/07/09

In this episode of Shannon delves into phase one of the Profitable Scaling Playbook, focusing on core offer profit. Shannon explains the concept of core offer profit, which is essentially the profit derived from a specific product or service after direct costs are subtracted. She highlights the importance of understanding industry norms and calculating gross margin, providing actionable tips for both product-based and service-based businesses. Shannon also offers insights on what to do if your core

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15:57

Our Model for Scaling Profitably

Keep What You Earn ·

2025/07/07

In this episode Shannon introduces the Profitable Scaling Playbook, a comprehensive framework designed to help entrepreneurs and business owners build scalable, profitable businesses without costly mistakes. Shannon outlines the five core focus areas: core offer profit, operating profit, cash flow, customer value, and enterprise value. Dive deep into each component and learn how to measure success, unlock growth, and focus on what truly matters to elevate your business. Whether you're at the stage

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12:03

Essential W-9 Practices for Compliance

Keep What You Earn ·

2025/06/27

Today's episode focuses on the significance of collecting W-9 forms from contractors and why it can save you time and avoid issues at year-end. We'll discuss the purpose of W-9s, how to effectively collect and manage them, and best practices for keeping your records organized. Ensuring you have up-to-date W-9s can streamline tax filing, prevent penalties, and protect your deductions during audits. Push play to tune in for actionable insights. What You'll hear in this episode: [00:45] The

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10:05

The Role of an Owner at $1M, $10M, and Beyond

Keep What You Earn ·

2025/06/23

In this episode, we dive into what it truly takes to scale your business to $1 million, $5 million, $10 million, and beyond. From building and relying on a capable team to evolving your role from a doer to a visionary leader, we cover the necessary steps and mindset shifts required for substantial growth. I'll also share practical advice on managing your calendar, focusing on strategic objectives, and creating a plan B for every major role in your company—including your own. Tune in to learn how to

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13:12

When NOT to Sell Your Business

Keep What You Earn ·

2025/06/20

In this episode, I get into the critical topic of when not to sell your business. We’ll explore various scenarios that indicate it's not the right time to exit, including emotional burnout and declining financials. I emphasize the importance of having a business that runs independently of you, and discuss the factors that can impact your business's valuation, such as employee satisfaction and dependency on key clients. Additionally, I highlight the significance of solid financials, properly

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09:39

Transform Your Idle Cash into Active Profits

Keep What You Earn ·

2025/06/11

In this episode, inspired by my experience at the Junior Achievement Steps for Success program, I dive into different cash management strategies for business owners. I cover the essential functions of checking and savings accounts, the benefits of having multiple accounts, and how to leverage high-yield savings accounts for tax savings. Additionally, I explore the options of investing through corporate brokerage accounts for the long-term growth of excess cash. Remember, while these insights are

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15:59

From Founder-Led Sales to Sales Machine

Keep What You Earn ·

2025/06/06

In this episode I dive into the often overlooked topic of founder-led sales. I discuss the common struggle many business owners face in handling various roles, especially holding onto the sales process for too long. I highlight the importance of delegating parts of the sales process, such as discovery calls and lead generation, to create a more scalable and efficient sales machine. I emphasize the need for documented, repeatable processes, clear client qualification guidelines, and the use of

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15:33

Pre-Due Diligence - What Sophisticated Buyers Will...

Keep What You Earn ·

2025/05/26

In this episode, I demystify the often complex process of preparing your business for sale. From unexpected offers to due diligence, I provide actionable steps to ensure you're ready for any opportunity that comes your way. Learn how to clean up your financials, document operational procedures, and mitigate risks to build buyer confidence. Discover why it's crucial to have GAAP-compliant financial statements, a well-documented corporate structure, and key contracts at your fingertips. Whether

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07:12

How I Keep Myself Honest with Spending

Keep What You Earn ·

2025/05/14

I'm sharing a personal journey of self-reflection on spending habits and prompting you to do the same. As I've grown my team to seven members, I've become more conscious of my financial decisions and the impact they have on my business. I introduce two pivotal questions you should ask yourself when making significant spending choices: 'What if my team could see this?' and 'What if my customers could see this?' By contemplating these questions, you'll gain a new perspective on accountability and

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13:47

How to Accelerate Your Cash Collection

Keep What You Earn ·

2025/05/12

In this episode, I dive into the concept of receivables in accounting. I'll explain how receivables represent money owed by customers and highlight the importance of collecting these funds. Whether the payments are due to installment agreements or scheduled future payments, factoring receivables into your cash flow forecast is crucial. We'll discuss the significance of assessing your financial pipeline based on committed and contracted sales. Tune in to gain valuable insights on managing receivables

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