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.
This session covers great advisory services suggestions and how to explain financial trends to your client. Examples will be shown for good and bad trends, and suggestions to improve the trends that are heading in the wrong direction.
Learning Objectives
1. Understand talk with clients about the need for financial advisory services
2. Understand how to recognize financial statement trends.
3. Understand how to communicate to clients if their financial trends are headed in the wrong direction and give suggestions for improvement.