The Financially Fit Business Podcast

The Financially Fit Business Podcast

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The Financially Fit Business Podcast episodes

  • Financially Fit Business - Episode 52 - Better Payments, More Revenue: What CPAs Need to Know

    A Payment Solution for Your Clients

    What if one of your clients comes to you needing a payment solution or you
    notice that they would benefit from an AP solution? What if they could use a
    payment solution and increase revenues through rebates?
    Join Max Almerico, Vice President of Enterprise sales for ConnexPay. He
    gives you some suggestions on what types of your clients would be a good
    fit, how ConnexPay deals with fraud, and how to talk with your clients about
    payment solutions.

    Ruth King

    Facebook - https://www.facebook.com/ruthking1650
    LinkedIn - https://www.linkedin.com/in/ruthking1/
     
    Podcast Produced by
    Nick Uttam
    https://www.linkedin.com/in/nick-uttam-4b33a1147
    16 min
  • Financially Fit Business - Episode 51 - What Does Whip City Have to Do With the Future of Accounting?

    What does Whip City mean for the future of your accounting or bookkeeping

    firm?
    Westfield Massachusetts was once known as Whip City. What does this have
    to do with the future of accounting?
    I’ll give you the stories and tell you how it relates in this episode.

    Ruth King

    Facebook - https://www.facebook.com/ruthking1650
    LinkedIn - https://www.linkedin.com/in/ruthking1/
     
    Podcast Produced by
    Nick Uttam
    19 min
  • Financially Fit Business - Episode 50 - The IRS on AI – Part 3

    In the first episode Les discussed how using AI without verifying it and

    without locking down client data is a Circular 230 violation.
    In this episode Les discusses how the IRS guidance upends the standard
    billing pricing model and what you can do about it.

    Ruth King

    Facebook - https://www.facebook.com/ruthking1650
    LinkedIn - https://www.linkedin.com/in/ruthking1/
     
    Podcast Produced by
    Nick Uttam
    https://www.linkedin.com/in/nick-uttam-4b33a1147
    20 min
  • Financially Fit Business - Episode 49 - The IRS on AI – Part 2

    In the first episode Les discussed how using AI without verifying it and

    without locking down client data is a Circular 230 violation.
    In this episode Les discusses how the IRS guidance upends the standard
    billing pricing model and what you can do about it.

    Ruth King

    Facebook - https://www.facebook.com/ruthking1650
    LinkedIn - https://www.linkedin.com/in/ruthking1/
     
    Podcast Produced by
    Nick Uttam
    https://www.linkedin.com/in/nick-uttam-4b33a1147
    20 min
  • Financially Fit Business - Episode 48 - The IRS on AI – Part 1

    On June 25th, the IRS Office of Professional Responsibility (OPR) released

    Issue Number 2026-19, providing the first formal regulatory framework for
    the use of Artificial Intelligence (AI) in federal tax practice. Today’s podcast
    is the first of a three part series with expert Les Bryson. Les is the founder
    and CEO of the LAB tax business solutions. Les is a 20-year tax consulting
    veteran. Over the course of his career Les has helped companies claim over
    $500 million in tax credits and incentives…and worked alongside their CPA’s
    every step of the way.
    Today Les discusses the fact that the IRS just told every CPA that using AI
    without verifying it and without locking down client data is a Circular 230
    violation. He helps you build the systems to keep you compliant.

    Ruth King

    Facebook - https://www.facebook.com/ruthking1650
    LinkedIn - https://www.linkedin.com/in/ruthking1/
     
    Podcast Produced by
    Nick Uttam
    https://www.linkedin.com/in/nick-uttam-4b33a1147
    19 min
  • Financially Fit Business - Episode 47 - The Top Apps Every CPA & Bookkeeper Should Know

    The top Apps for CPA’s and Bookkeepers by Category

    What are the top apps for CPA’s and bookkeepers? Insightful Accountants
    just finished surveying app usage and has complied the top apps.
    Gary DeHart, Publisher and Managing Partner of Insightful Accountants,
    gives you the top apps that CPA’s and bookkeepers use.

    Ruth King

    Facebook - https://www.facebook.com/ruthking1650
    LinkedIn - https://www.linkedin.com/in/ruthking1/
     
    Podcast Produced by
    Nick Uttam
    https://www.linkedin.com/in/nick-uttam-4b33a1147
    20 min
  • Financially Fit Business - Episode 46 - Happy Labor Day !

    In the last episode I started the two part series on team member

    productivity and profitability. In this episode I’ll cover ways you might look
    at eliminating billable hours and how it might affect your clients, your team
    members and your bottom line.

    Ruth King

    Facebook - https://www.facebook.com/ruthking1650
    LinkedIn - https://www.linkedin.com/in/ruthking1/
     
    Podcast Produced by
    Nick Uttam
    https://www.linkedin.com/in/nick-uttam-4b33a1147
    18 min
  • Financially Fit Business - Episode 45 - Your Labor Force: Billable Hours, Productivity & Profit

    This podcast and next week’s podcast celebrate Labor Day. You have two

    types of team members – those who generate billable hours and those who
    support the team members who generate the billable hours.
    In this podcast I’ll cover tracking billable hours and the productivity ratio.
    Next week I’ll cover ways you might look at eliminating billable hours and
    how it might affect your clients, your team members and your bottom line.

    Ruth King

    Facebook - https://www.facebook.com/ruthking1650
    LinkedIn - https://www.linkedin.com/in/ruthking1/
     
    Podcast Produced by
    Nick Uttam
    https://www.linkedin.com/in/nick-uttam-4b33a1147
    17 min
  • Financially Fit Business - Episode 44 - Colors and Moose Matter

    As a CPA do you think colors matter to your clients? How about defining

    your moose? What am I talking about? Subtle ways that you can market
    and become identifiable to your clients. Kay Miller, co-author of the
    Uncopyable book series along with her husband Steve, will discuss how easy
    it is to identify your moose and your color. Go to
    www.beuncopyable.com/moose-ruth for a form that helps you identify your
    moose.

    Ruth King

    Facebook - https://www.facebook.com/ruthking1650
    LinkedIn - https://www.linkedin.com/in/ruthking1/
     
    Podcast Produced by
    Nick Uttam
    https://www.linkedin.com/in/nick-uttam-4b33a1147
    19 min
  • Financially Fit Business - Episode 43 - Will ChatGPT Recommend Your CPA Firm?

    How does someone find you?

    How do they know you are a CPA that they can trust? AI has changed much
    of the search criteria. If someone is looking for a CPA they are likely to use
    ChatGPT, Co-Pilot, Gemini or another large language model to search.
    Cassie Egli, Chief marketing Strategist for Straight4ward consulting and
    marketing, gives you some ways to use AI to help build your firm’s brand.

    Ruth King

    Facebook - https://www.facebook.com/ruthking1650
    LinkedIn - https://www.linkedin.com/in/ruthking1/
     
    Podcast Produced by
    Nick Uttam
    https://www.linkedin.com/in/nick-uttam-4b33a1147
    19 min

About The Financially Fit Business Podcast

From the publisher's feed

The goal of The Financially Fit Business Podcast is to give CPA’s,
bookkeepers, CFO’s, business owners, and other financial professionals the
ideas, tactics, news, and information that…