Shannon Weinstein, CPA
Fractional CFO | Founder of Keep What You Earn Co.| Top 1% Podcast Host
Telling business owners the truth behind the numbers
Meet Shannon & Keep What You Earn
One-liner or intro bio
Shannon Weinstein is a CPA and the founder of Keep What You Earn Co., a fractional CFO firm focused on building enterprise value and positioning businesses to exit or scale profitably. She approaches her client engagements as a coach, not a cheerleader - unafraid of telling the truth behind your numbers. Shannon also hosts a top 1% podcast and resides in Costa Rica with her husband.
Bio for episode description
Shannon Weinstein is a CPA and founder of Keep What You Earn Co., a fractional CFO firm designed to build decision-ready financials, not just IRS-ready. Pulling from decades of experience serving Wall Street firms and Fortune 500 earnings reports, Shannon opened her practice to provide the profitable growth strategies not normally accessible to small businesses. She operates as a coach for her clients as opposed to a cheerleader - unafraid of telling the truth behind the numbers. Shannon hosts the top 1% podcast Keep What You Earn, where she uncovers the strategies that have helped her clients scale and exit.
Full bio for press pages and introductions
Shannon Weinstein didn't plan to become a CPA - she lost a bet with her dad. But long before that, she was learning about money at the kitchen table and running operations at a McDonald's franchise at 16 years old.
After 20+ years in Big Four accounting and corporate finance serving Fortune 500 bottom lines, Shannon made a deliberate pivot: take everything she'd learned at the highest levels of finance and put it to work for the small business owners who needed it most.
She founded Keep What You Earn, which specializes in helping businesses $5M to $10M+ in revenue build the financial infrastructure to scale confidently, pay themselves consistently, and eventually exit on their terms.
Shannon hosts the Keep What You Earn podcast, one of the top 1% globally ranked business podcasts with over 800 episodes and over 500,000 downloads. She's known for breaking down complex financial concepts through analogy and real-world examples, making CFO-level thinking accessible to every business owner, regardless of their financial background.
Her superpower is telling practice owners the truth about their numbers and giving them a clear plan of what to do about it.
TOPIC IDEAS
TOPIC IDEAS
Shannon is available to speak on:
Why you are profitable on paper but cash-poor in reality and how to fix it
How to know if you are actually ready to open a second location (the numbers that tell the truth)
What buyers look at when evaluating an acquisition and how to start building toward that number now
How to pay yourself consistently when revenue is seasonal or unpredictable
Why your P&L is lying to you - and what to look at instead
What 7- and 8-figure businesses do differently with their finances
How to prepare your business for an exit even if you're not planning to sell
The difference between a bookkeeper, a CPA, and a CFO and when you need each one
Tax strategies worth exploring at every stage of business growth
What most business owners get wrong about budgeting
Headshots
Explore Some of Shannon’s Content
BOOKING
Ready to book Shannon?
Whether you're looking for a guest who can make financial strategy feel genuinely useful — or someone who knows the med spa industry inside and out — Shannon is available for podcast interviews, panel discussions, and keynote speaking.