Instructor
Ruth King
Instructor
Profit & Wealth Guru Ruth King has a passion for making business financial statements come alive utilizing the latest systems/processes/technology. Ruth is founder and CEO of Financially Fit Business, LLC. This AI driven software helps CPA’s, financial experts, and business owners analyze financial statements in less than 10 minutes a month; making it easy for business owners to see the financial health of their companies. She is the developer and leader of the NASBA sponsored group live course, Understanding Financial Statement Trends Analysis.
Ruth holds an MBA in Finance from Georgia State University and wrote The Courage to be Profitable and 5 other award-winning books. Ruth’s media appearances include Fox San Diego, Wall Street Journal Radio Network, and the Big Biz Show. Ruth has spoken on financial topics for South Carolina Association of CPA’s, Mississippi Society of CPA’s, Kohler, Carrier Corporation, Deluxe, and many other national/state/local events.
You send your client his company’s profit and loss statement and balance sheet each month. He probably looks at the bottom line of the P&L, and maybe looks at the month and year to date numbers. Then, the reports go in a file, forgotten.
What if you could make those financial statements “come alive”? What if you could show him what they are telling him about cash flow and profitability?
Providing this type of advisory service builds trust and long-term relationships with your clients.
Show your client his financial story in ways he can understand and take action. You’ll have a more satisfied, loyal client.
This webinar covers how to show your client if he is headed for one of the three major signs of an impending cash flow issue. I’ll cover suggestions you can give your clients to avoid them or resolve them if they are happening now.
1. Understand the three major signs of impending cash flow issues
2. Understand the trends that show these signs
3. Understand suggestions that you can give your clients to avoid them or resolve them