Financial Professionals
Overview
Demo
THE POWER OF AI
Welcome to Enhancing Your Clients’ Value
Make Your Clients’ Financial Statements Come Alive®
Turn Numbers Into Impactful Graphs In Less Than 2 Minutes
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.
Subscribe Free!
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.
How it Works
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:
- Upload your client’s financial statements
- Click the analyze results button
- Download the trend graphs for their business and discuss the results with your client
Seeking New Clients Or Offering Advisory Services To Your Existing Ones?
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. Enroll in the on-line Understanding Financial Trends program.
This program is for financial professionals who want an on-line course which explains the financial advisory trends in bite sized pieces. There is an assessment at the end of the course and upon passing the test you become a Certified Referral Partner and are listed on our website as such.
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 help your clients decipher their business trends and spot impending issues before they become major crises.
There is an assessment at the end of the course. When you pass it you are added to our certified referral partners list on the FinanciallyFit.Business website.
Click the button below to get started today.
Overview
Welcome to Enhancing Your Clients’ Value
Turn Numbers Into Impactful Graphs In Less Than 2 Minutes
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.
Subscribe Free!
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.
Demo
How it Works
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:
- Upload your client’s financial statements
- Click the analyze results button
- Download the trend graphs for their business and discuss the results with your client
THE POWER OF AI
Certified Referral Partner
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. Enroll in the on-line Understanding Financial Trends program.
This program is for financial professionals who want an on-line course which explains the financial advisory trends in bite sized pieces. There is an assessment at the end of the course and upon passing the test you become a Certified Referral Partner and are listed on our website as such.
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 help your clients decipher their business trends and spot impending issues before they become major crises.
There is an assessment at the end of the course. When you pass it you are added to our certified referral partners list on the FinanciallyFit.Business website.
Click the button below to get started today.
Why Choose Financially Fit Business?
At Financially Fit, we understand the unique needs of Financial Professionals. Our comprehensive platform stands out from the competition by offering unparalleled features designed to streamline your financial advisory services and enhance your client interactions.
