The Financially Fit Business Podcast

The Financially Fit Business Podcast

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The Financially Fit Business Podcast episodes

  • Financially Fit Business - Episode 42 - How to Provide Financial Advisory Services – Part 3

    In the last two episodes I discussed the reasons for advisory services and

    value pricing rather than hourly billing and how to find the ideal advisory
    service clients..
    In this final episode I give you suggestions on working in your niches and
    how show them what financial advisory services look like. Then you ask the
    questions to engage them as financial advisory services clients.

    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 41 - How to Provide Financial Advisory Services – Part 2

    In the last episode I discussed the reasons for advisory services and value

    pricing rather than hourly billing.
    In this episode I give you suggestion on how to find the ideal advisory client
    and how to approach that client about monthly financial reviews.

    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 40 - How to Provide Financial Advisory Services – Part 1

    I recently had a conversation with Gary Dehart, the founder and CEO of

    Insightful Accountant. He commented that we’ve been told for the past 10
    years or so that accountants and bookkeepers needed to provide financial
    advisory services…but no one has told them how to do it.
    This next series is how to provide advisory services…based on the success
    that I’ve had for the past 30+ years providing these types of services to my
    clients. This episode covers the reasons for financial advisory services and
    value pricing rather than hourly billing.

    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 39 - The Accounting Firm of the Future Has Arrived

    When I was at Engage a year ago, the head of BDO said that there would be

    a technology company that just happened to do accounting. A year later,
    this is a reality. My guest today, Rob Hamilton, head of Go To Market for
    Digits, has a pulse on the upcoming changes in the accounting world. He
    will discuss how Digits is changing the landscape and what you can do to
    prepare and take advantage of the coming accounting world.

    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 38 - The AI Skills Every CPA Needs

    The AI tsunami is here. Your tech stack will probably change soon to include

    a lot of AI driven software. How do you start…productively getting what you
    want and need out of AI? My guest, Rudy Poe, teaches CPA’s how to go
    from an “AI stranger” to a confident daily partner, giving you the skills that
    last a lifetime.

    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 37 - Can AI Finally Fix the Tax Process?

    What if the tax process could be made fast and simple?

    Remitian has made this possible. It is a secure, agentic infrastructure for
    executing and managing tax payments across tax, accounting, and financial
    systems.
    Solon Angel, a Founder and CEO of Remitian, discusses how the company
    has built a world-class team of engineers, accountants, and financial experts
    united by a shared mission to modernize how taxes move between people,
    businesses, and governments.

    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 36 - AI Is Coming Faster Than You Think

    I just got back from the AICPA Engage Conference in Las Vegas and Scaling

    New Heights conference in Orlando. These two conferences opened my eyes
    with respect to the progress that AI has made in our industry. In this
    podcast I share the highlights with you so that you can be prepared for what
    is coming in the next five to 10 years….maybe sooner.

    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 35 - The AI Audit Revolution Is Already Here

    Audit is a precise and critical component of many CPA firms.

    What if you could truly use agents to help with the audit and other
    processes?
    My guest, Steven Figner, President and CEO of Decision Point Advisors and
    Alethia Technologies, works with organizations that need confidence in their
    systems, transactions, controls, and data — especially as technology
    environments become more complex and harder to audit using traditional
    approaches.
    Steven’s work sits at the intersection of assurance, AI, and blockchain
    technologies, with a particular focus on how emerging technologies can
    improve trust, transparency, auditability, and confidence in business
    information.
    Steven discusses how Alethia, his agent, helps you streamline your audit
    processes.

    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 34 - The Hidden Cost of Doing Everything Yourself

    We are really picky and exact…and take pride in producing accurate reports.

    What if you struggle to delegate? It takes a toll on you and limits business
    growth.
    Skye Warren, Founder of the Unconventional Organisation, gives you the
    three biggest reasons owners struggle to delegate and how to eliminate that
    struggle.

    Click here to find out more: Invisible Systems

    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 33 - Still Complaining About Taxes? Do These 6 Things

    It’s the June and probably many of your clients are still complaining about

    their tax bills…what if you could give them 6 things to do today to legally
    reduce their taxes?
    Mike Milligan Certified Financial Planner and founder of 1. Oak Financial gives
    you some strategies that can help your clients now.

    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…