Financially Fit Business Podcast
Subtle P&L Trends That Signal Bigger Profit Problems
Small changes in your profit and loss statement can quietly turn into major profitability problems. In this episode, I explain how trailing twelve month trends reveal early warning signs so you can protect margins and strengthen your business.
Outsourcing for CPAs: Scale Your Firm Without Burning Out
Struggling with talent shortages or tax season burnout? In this episode, I explore how outsourcing for CPAs can help you scale, increase advisory time, and build a more profitable, less stressful firm.
How to Prepare for and Lead a Financial Advisory Client Meeting
In this episode, I explain how one simple question can transform your client relationship: What is the end game for your business? I walk you through how I prepare for a financial advisory client meeting, use financial statement trends to uncover hidden risks, and confidently position monthly advisory services that create recurring revenue and deeper client value.
How to Price Advisory Services | Financially Fit Business
In this episode, I break down how I price advisory services using simple, recurring monthly models that remove billable hours, eliminate surprise fees, and create consistency for both my clients and my business. I also share what to include, what to exclude, and how understanding past client spend makes pricing clearer and more confident.
How to Enroll Clients in Advisory Services | Financially Fit Business
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.
The Ideal Financial Advisory Client | Financially Fit Business
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.
Financial Trends, Trailing 12s, and Profitability Insights
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.
Getting Booked Solid Without Selling: Modern Marketing for Accountants
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.
Financial Review: The Final Step to a Financially Fit Business
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.
Take an Unplugged Vacation Without Your Business Falling Apart
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 the Right Way: Build Your Budget from the Bottom Up
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.
Part 6: Accountant Connect: Pay Data, Compliance Insights, and Business Valuation Support
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.