How to Enroll Clients in Advisory Services | Financially Fit Business
Enrolling clients in advisory services doesn’t require hard selling. In this episode, I explain how to identify candidates, initiate low-pressure conversations, ask the right questions, and position advisory services as a natural extension of existing client relationships.
The Ideal Financial Advisory Client | Financially Fit Business
Financial advisory services thrive when you work with the right clients. In this episode, Ruth King explains how to identify ideal advisory clients, eliminate billable hours, stabilize cash flow, and deliver higher-value guidance that builds trust, retention, and referrals.
5 “Musts” for Managers
Great managers aren’t created by chance. They develop habits and systems that help teams perform at their best. In this article, discover five essential “musts” every manager should follow to lead effectively, build accountability, and drive stronger results for their business.
Financial Trends, Trailing 12s, and Profitability Insights
Tracking financial trends over time reveals far more than monthly reports or bank balances. In this episode, I explain how trailing twelve-month data, key ratios, and profitability per unit help business owners understand the true financial health of their companies and make better decisions with confidence.
Getting Booked Solid Without Selling: Modern Marketing for Accountants
In this episode, I speak with James Donovan about how accountants and fractional CFOs can get booked solid using Google, LinkedIn, online reviews, and inbound systems without selling.
Is 10% Net Profit Enough?
Many business owners aim for a 10% net profit margin—but is that actually enough? In this article, we break down what healthy businesses earn, how to evaluate profitability, and what benchmarks successful companies use.
Fun Financial Facts to Start the New Year
The new year is the perfect time to think about finances in a fresh way. These fun financial facts highlight surprising insights about money, business performance, and financial success.
Financial Review: The Final Step to a Financially Fit Business
A monthly financial review is where clarity replaces guesswork. In this episode, I explain how to evaluate your P&L and balance sheet using simple graphs and key ratios to spot trends, uncover problems early, and protect the long-term health of your business.
Death by 1,000 Cuts – Abdicating the Responsibility for the Financial Side of Your Company
Many business owners unintentionally damage their companies by avoiding the financial side of the business. Over time, small financial issues compound into serious problems. This article explains why owners must stay engaged with their company’s financial health to prevent “death by 1,000 cuts.”