FAQs

Our software includes financial data analysis and 14 financial monthly and trailing trend graphs so that accountants, bookkeepers, financial advisors and business owners can see where the company is from a financial perspective. Stay ahead of financial issues with Financially Fit Business – the AI tool that  keeps companies’ finances in top shape.

$299 to subscribe which includes on boarding and an initial review of the financial graphs. There are two choices for monthly investments:

Self Guided plan: $89 per month
Review your financial graphs at your own pace.
You’ll get access to step-by-step videos and written explanations to help you interpret your numbers with confidence.

Expert Guided plan: $249 per month
Get everything in the self-guided plan plus a 30-minute monthly review with a Financially Fit Business expert. Ask questions, gain clarity, and receive professional feedback on your financial performance.

There are no contracts. You can switch from the $249 to the $89 monthly investment (and vice versa) at any time. Click here to change.

The Certified Referral Program is for accountants, bookkeepers, and other financial advisors who pass a test that gauges the understanding of financial analysis.  Certified Referral Partners are listed on the website.  Companies looking for help can contact them.  There is a one time fee of $599 to take the test and become a Certified Referral Partner.

Yes. There is no charge to subscribe as an accountant, bookkeeper, or financial advisor.  The fee is $299 to enroll each client and $89 per month per client. 

Your credit card is not charged until you add your first client.  Your credit card information is securely stored and you check a box to use it for your clients.  This saves you time having to enter your credit card information each time you add a client into the Financially Fit Business software.

Yes, you can cancel your subscription at any time without any penalties or additional charges. Simply click here to access your account and cancel your cubscription.

To update the card used for your subscription:

• Log in to the Financially Fit Portal.
• Click Account.
• Select the Subscription tab.
• In the Payment Methods section, click Add New and enter your new card details.
• Once added, click Action next to the new card and select Set as Main.

All future subscription charges will be processed on the new primary card.

Yes.  Simply download the data and graphs

Absolutely. We use advanced encryption and security measures to ensure your data is protected at all times.

No, our software is cloud-based, which means you can access it from any device with an internet connection without any installation.

We offer customer support through email and phone to assist you with any questions or issues.