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.
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.
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.
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.
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.
Taking time off should restore your energy, not create anxiety. In this episode, I talk with Brandon Poe about how business owners can truly unplug from work while ensuring their business continues to run smoothly.
Budgeting should not start with wishful revenue goals. In this episode, I explain how to build a practical, bottom-up budget based on how your business actually generates revenue, so your numbers support real profitability.
This week I sit down with Heather Spraduto from ADP to explore Accountant Connect, a free platform that helps accountants and advisors answer real client questions using pay and benefits benchmarks, compliance alerts, and business valuation insights that support smarter decisions.
Tracking the right numbers is what keeps your business financially fit. In this episode, Ruth King explains which metrics matter most, from billable hours and units of revenue to current ratio, working capital, marketing return, sales activity, and inventory usage, so you can see trends early and protect profitability.
This episode explores how personality assessments and AI-driven insights help accounting firms and small businesses hire smarter, develop stronger teams, and improve retention. Ruth talks with Mark Ferris, CEO of Panalytics, about understanding team strengths, identifying development opportunities, and using data to make better managerial and recruiting decisions.