Financially Fit Business

06/02/2026

AI is getting a lot of attention in accounting right now.

Last week I talked with George Curdon of Munk about one very practical use: helping businesses get paid faster.

We talked about accounts receivable, collections, cash application, and where AI can save time without taking human judgment out of the process.

Because yes, AI can help with follow-up.

But no, it should not handle every customer issue on its own.

Listen to our discussion here:

This week I talk with George Curdon of Munk about how AI can help automate accounts receivable, improve collections, and help businesses get paid faster.

06/01/2026

Most business owners don’t need another P&L and balance sheet emailed to them.

They need someone who can help them understand what those numbers are really saying.

That’s why I created Understanding Financial Analysis Trends, a NASBA Sponsored Group Live course for accountants, CPAs, and advisors who want to provide more value to their clients.

In this 6 CPE session, we’ll cover how to spot meaningful financial trends, understand what they mean, and know where to look when the numbers are moving in the wrong direction.

Upcoming sessions:
Austin, TX - July 14
Dallas, TX - July 16
Honolulu, HI - August 12
Kona, HI - August 14

Register here: https://keap.page/rk139/cpe-financial-trends.html

https://vimeo.com/1027851725

This is "Ruth King - Why Take the Class" by 3rd Shift Media, Inc. on Vimeo, the home for high quality videos and the people who love them.

06/01/2026

What do you do if your clients come to you asking about who to talk with about getting a loan for their business? Most of the time you refer them to a banker you trust. Here’s another option – SBA funding.

What do you do if your clients come to you asking about who to talk withabout getting a loan for their business? Most of the time you refer them to abanker you trust. Here’s another option – SBA funding.Dillion Caraway, Senior Loan Officer at Live Oak Bank, the #1 SBA 7(a) loanfunder in the Unit...

06/01/2026

How do you find skilled labor? What if you found a source where you experienced a 90% success rate in finding that labor? What if you had a profiling template to help choose the right people for the right jobs? What would all of this do for your business?

Podcast Episode · Contractor Cents · June 1 · 18m

06/01/2026

How do you find skilled labor? What if you found a source where you experienced a 90% success rate in finding that labor? What if you had a profiling template to help choose the right people for the right jobs? What would all of this do for your business?

Podcast Episode · Contractor Cents · June 1 · 18m

06/01/2026

Is Your Company Growing Too Fast? https://conta.cc/4dGA8Wa

Email from Business Ventures Corporation June 1, 2026 Is Your Company Growing Too Fast? Studies over the past 20 years have shown that one of the major reasons that rapidly growing companies fail is t

06/01/2026

Six Really Dumb Summer Mistakes https://conta.cc/4uHdHpR

Email from Business Ventures Corporation June 1, 2026 Six REALLY Dumb Summer Mistakes The most important thing to do this summer is maximize billable hours. Field personnel should maximize their time

05/28/2026

Your accountant sends the monthly reports. You open them. You stare. You close the file.
Sound familiar?

Financial statements weren't designed to be intuitive, but your decisions still depend on them. That's the gap a financial analysis platform is built to fill. Instead of rows of numbers, you get visual trends, ratio tracking, and clear signals about what's actually happening in your business. No accounting degree required.

In under 10 minutes a month, you'll know more about your business than most owners learn in a year.

👉 See your numbers come to life. Book a demo at financiallyfit.business

05/26/2026

2026 In Person Class Schedule

Understanding Financial Statement Trends - For CPA's and bookkeepers - NASBA sponsored group live course

-Tuesday, July 14, 2026 - Austin TX (Texas approved for CPE)
-Thursday, July 16, 2026 - Dallas, TX Texas approved for CPE0
-Wednesday, August 12, 2026 - Honolulu, HI (Hawaii approved for CPE)
-Friday, August 14, 2026 - Kona, HI (Hawaii approved for CPE)

Register Here:

If you want to help your clients and do more than send your clients a profit and loss statement and balance sheet each month, then come to this NASBA Sponsored Group Live class to help them truly understand what their financial statements are telling them.

05/25/2026

Subtle Clues that Something Isn't Right with Your Business - Conclusion

Email from Business Ventures Corporation May 25, 2026 Subtle Clues that Something Isn't Right with Your Business - Conclusion First, Happy Memorial Day for those of you in the United States. Honor tho