Certified Referral Partners
Certified Referral Partners
Seeking new clients or offering advisory services to your existing ones? Consider becoming a Financially Fit Business Certified Referral partner.
While you can use Financially Fit Business software without certification, becoming a Certified Referral Partner offers deeper insights into financial analysis, trend interpretation, and client support.
Fees are negotiated by the CRP directly with a business owner. FinanciallyFit.Business DOES NOT receive any remuneration from the CRP nor does FinanciallyFit.Business take any liability for the work that the CRP performs on behalf of your clients. The fee and on-going work are negotiated privately.
There is a one-time fee to become a Certified Referral Partner.
The certification process:
- Manual
- 12 On-line sessions explaining financial trends analyses
- Test
Once you are certified, your name and contact information is added to the Certified Referral Partners page on the FinanciallyFit.business website. You will be sent a Certificate.
Here Are The On-Line Sessions
Session 1 – Overview
Session 2 – Profit and Loss statement mistakes
Session 3 – Profit and Loss trailing graphs
Session 4 – Gross Margin graphs
Session 5 – Net profit per unit graphs
Session 6 – Productivity graphs
Session 7 – Balance sheet mistakes
Session 8 – Balance sheet graphs overview
Session 9 – Liquidity graphs
- Current ratio
- Acid test
- AR/AP or AR+Cash/AP+credit cards
Session 10 – Debt graphs
- Debt/equity
- LTDebt/Equity
Session 11 – Usage graphs
- Receivable days
- Inventory days
Session 12 – Wrap up
These sessions give you the knowledge to provide more valuable advisory services to your clients.