Financial Professionals

Make Your Clients’ Financial Statements Come Alive^™

Congratulations! You’ve just taken the first step to providing more value to your clients, retaining more clients, and eliminating your cash flow highs and lows.

Simply click the button below to get started. You pay only for those clients’ financial data you enter into the Financially Fit Business software.  Each client’s financial data is securely stored under your account.  Check out the demo for a detailed walkthrough.

By providing financial analysis and advisory services, you can help your clients monitor the financial health of their business through a straightforward, three step process:

1. Upload your client’s financial statements
2. Click the analyze results button
3. Download the trend graphs for their business and discuss the results with your client

When you subscribe, ask for our free Financial Care Program template. This tool will help you retain clients and provide them with enhanced value through a single monthly investment.

Two options for you:

1.  Enroll in Understanding Financial Analysis Trends (6 CPE credits in finance).

Financially Fit Business LLC has been approved as a registered sponsor on the National Registry of CPE Sponsors (Group live class – ID #168133). Contact rking@financiallyfit.business for class dates and locations.

2.  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. Business owners looking for financial statement help can access the list of certified referral partners on our website who are looking for additional clients.

By providing financial analysis and advisory services, you can help your clients monitor the financial health of their business through a straightforward, three step process:

1. Upload your client’s financial statements
2. Click the analyze results button
3. Download the trend graphs for their business and discuss the results with your client

Two options for you:

1.  Enroll in Understanding Financial Analysis Trends (6 CPE credits in finance).

Financially Fit Business LLC has been approved as a registered sponsor on the National Registry of CPE Sponsors (Group live class – ID #168133). Contact rking@financiallyfit.business for class dates and locations.

2.  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. Business owners looking for financial statement help can access the list of certified referral partners on our website who are looking for additional clients.