Financially Fit Business Podcast
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.
Part 5: The Metrics That Matter Most for a Financially Fit Business
Tracking the right numbers is what keeps your business financially fit. In this episode, Ruth King explains which metrics matter most, from billable hours and units of revenue to current ratio, working capital, marketing return, sales activity, and inventory usage, so you can see trends early and protect profitability.
How Assessments and AI Strengthen Your Team
This episode explores how personality assessments and AI-driven insights help accounting firms and small businesses hire smarter, develop stronger teams, and improve retention. Ruth talks with Mark Ferris, CEO of Panalytics, about understanding team strengths, identifying development opportunities, and using data to make better managerial and recruiting decisions.
Tracking What Matters Most (Part 3 of 7)
Pricing and recurring revenue are two of the most powerful levers in a financially fit business. In this episode, Ruth explains how to calculate pricing from the bottom up, why dynamic pricing matters in seasonal businesses, and how recurring revenue creates stability, loyalty, and long-term profitability.
Tracking What Matters Most (Part 2 of 7)
Understanding your overhead cost per revenue unit and your net profit per revenue unit gives you the clarity you need to price correctly and strengthen profitability. This episode shows you how to measure both, apply them across different industries and use these numbers to guide hiring, breakeven planning and long term financial health.
Tracking What Matters Most (Part 1 of 7)
Tracking revenue, cash, and your financial statements is the foundation of a profitable business. This week, you’ll learn how to identify your revenue-producing units, monitor cash daily, and review your financial statements monthly to keep your business strong and financially fit.